Institutional Ownership International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM). We have compiled data on the 3,833 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
7,799
shares
|
$2.02 Million
1.09% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
7,794
shares
|
$2.02 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
7,780
shares
|
$2.02 Million
0.19% of portfolio
|
Q2 2025
Added 683.48%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,774
shares
|
$2.01 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
7,768
shares
|
$2.01 Million
0.42% of portfolio
|
Q3 2023
Reduced 0.82%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,760
shares
|
$2.01 Million
1.79% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
7,749
shares
|
$2.01 Million
0.46% of portfolio
|
Q2 2022
Added 0.16%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
7,742
shares
|
$2.01 Million
1.16% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
7,735
shares
|
$2 Million
1.81% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
7,714
shares
|
$2 Million
1.0% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
7,710
shares
|
$2 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
7,703
shares
|
$2 Million
0.94% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,702
shares
|
$2 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
7,702
shares
|
$2 Million
1.59% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,665
shares
|
$1.99 Million
1.66% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
7,651
shares
|
$1.98 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
7,639
shares
|
$1.98 Million
0.15% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
7,634
shares
|
$1.98 Million
0.17% of portfolio
|
Q2 2025
Added 16.69%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
7,611
shares
|
$1.97 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
7,608
shares
|
$1.97 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
7,607
shares
|
$1.97 Million
0.27% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
7,605
shares
|
$1.97 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,566
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
7,560
shares
|
$1.96 Million
0.2% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
7,559
shares
|
$1.96 Million
0.67% of portfolio
|
Q2 2025
Added 0.68%
|