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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,542
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,539
shares
|
$1.95 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
7,521
shares
|
$1.95 Million
0.52% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
7,510
shares
|
$1.95 Million
1.88% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
7,503
shares
|
$1.94 Million
1.18% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
7,500
shares
|
$1.94 Million
1.75% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
7,492
shares
|
$1.94 Million
1.03% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
7,479
shares
|
$1.94 Million
0.6% of portfolio
|
Q1 2024
Reduced 8.2%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
7,467
shares
|
$1.93 Million
0.88% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,455
shares
|
$1.93 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
7,446
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.87%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,427
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
7,424
shares
|
$1.92 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,415
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
7,404
shares
|
$1.92 Million
0.34% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
7,401
shares
|
$1.92 Million
0.74% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
7,399
shares
|
$1.92 Million
0.41% of portfolio
|
Q2 2025
Reduced 50.56%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
7,393
shares
|
$1.92 Million
0.92% of portfolio
|
Q1 2025
Added 72.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
7,375
shares
|
$1.91 Million
0.19% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
7,353
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
7,347
shares
|
$1.9 Million
0.7% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
7,343
shares
|
$1.9 Million
0.1% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
7,318
shares
|
$1.9 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,316
shares
|
$1.9 Million
0.19% of portfolio
|
Q1 2024
Added 173.5%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
7,315
shares
|
$1.9 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.18%
|