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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,312
shares
|
$1.89 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
7,299
shares
|
$1.89 Million
0.32% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,298
shares
|
$1.89 Million
0.1% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
7,283
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
7,269
shares
|
$1.88 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,257
shares
|
$1.88 Million
0.31% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
7,238
shares
|
$1.88 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,232
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
7,224
shares
|
$1.87 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,221
shares
|
$1.87 Million
1.79% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
7,207
shares
|
$1.87 Million
0.8% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
7,199
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
7,195
shares
|
$1.86 Million
0.25% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
7,173
shares
|
$1.86 Million
1.44% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
7,160
shares
|
$1.86 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,148
shares
|
$1.85 Million
0.21% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
7,143
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
7,125
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
7,125
shares
|
$1.85 Million
1.31% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
7,100
shares
|
$1.84 Million
1.83% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
7,079
shares
|
$1.83 Million
0.88% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
7,076
shares
|
$1.83 Million
0.26% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
7,074
shares
|
$1.83 Million
1.71% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
7,061
shares
|
$1.83 Million
1.56% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
7,050
shares
|
$1.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|