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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,755
shares
|
$1.75 Million
0.21% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
6,750
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
6,742
shares
|
$1.75 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
6,725
shares
|
$1.74 Million
0.64% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,722
shares
|
$1.74 Million
0.59% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,713
shares
|
$1.74 Million
0.26% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
6,681
shares
|
$1.73 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
6,656
shares
|
$1.72 Million
0.19% of portfolio
|
Q2 2025
Added 135.94%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,653
shares
|
$1.72 Million
0.34% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
6,651
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
6,627
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2025
Added 60.58%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
6,622
shares
|
$1.72 Million
0.39% of portfolio
|
Q2 2025
Added 48.19%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
6,596
shares
|
$1.71 Million
0.41% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,595
shares
|
$1.71 Million
0.2% of portfolio
|
Q2 2025
Reduced 38.77%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,587
shares
|
$1.71 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
6,576
shares
|
$1.7 Million
1.31% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
6,568
shares
|
$1.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,540
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
Added 87.66%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
6,537
shares
|
$1.69 Million
0.34% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,536
shares
|
$1.69 Million
0.21% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
6,520
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
6,517
shares
|
$1.69 Million
0.34% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
6,514
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
6,514
shares
|
$1.69 Million
0.28% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,510
shares
|
$1.69 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.14%
|