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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,508
shares
|
$1.69 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,504
shares
|
$1.69 Million
0.34% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
6,498
shares
|
$1.68 Million
0.41% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
6,488
shares
|
$1.68 Million
1.09% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
6,483
shares
|
$1.68 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,472
shares
|
$1.68 Million
0.24% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
6,471
shares
|
$1.68 Million
0.22% of portfolio
|
Q2 2025
Added 68.25%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
6,468
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
6,463
shares
|
$1.67 Million
0.4% of portfolio
|
Q2 2025
Added 40.62%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
6,457
shares
|
$1.67 Million
0.32% of portfolio
|
Q2 2025
Added 112.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,448
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
6,434
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,429
shares
|
$1.67 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
6,425
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
6,425
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
6,425
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
6,418
shares
|
$1.66 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
6,411
shares
|
$1.66 Million
4.15% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6,406
shares
|
$1.66 Million
0.86% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6,391
shares
|
$1.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
6,364
shares
|
$1.65 Million
0.81% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,353
shares
|
$1.65 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
6,352
shares
|
$1.65 Million
0.47% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
6,342
shares
|
$1.64 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
6,305
shares
|
$1.63 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.18%
|