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 |
|---|---|---|---|---|---|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,037
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 81.89%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,035
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
7,018
shares
|
$1.82 Million
0.29% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
7,009
shares
|
$1.82 Million
0.67% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$1.81 Million
3.88% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$1.81 Million
0.3% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,997
shares
|
$1.81 Million
0.39% of portfolio
|
Q2 2025
Added 41.3%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
6,982
shares
|
$1.81 Million
1.08% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,972
shares
|
$1.81 Million
0.9% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
6,967
shares
|
$1.81 Million
0.92% of portfolio
|
Q1 2025
Added 97.7%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,965
shares
|
$1.8 Million
0.87% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
6,958
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
6,953
shares
|
$1.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
6,947
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,945
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
6,930
shares
|
$1.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
6,920
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
6,914
shares
|
$1.79 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
6,906
shares
|
$1.79 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
6,903
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,870
shares
|
$1.78 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
6,818
shares
|
$1.77 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,817
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
6,785
shares
|
$1.76 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,774
shares
|
$1.76 Million
0.92% of portfolio
|
Q2 2025
Added 0.21%
|