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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,300
shares
|
$1.63 Million
0.14% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
6,300
shares
|
$1.63 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
6,294
shares
|
$1.63 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
6,277
shares
|
$1.63 Million
0.25% of portfolio
|
Q2 2025
Added 75.14%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
6,257
shares
|
$1.62 Million
1.26% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
6,232
shares
|
$1.61 Million
1.42% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,228
shares
|
$1.61 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
6,204
shares
|
$1.61 Million
0.27% of portfolio
|
Q2 2025
Added 51.13%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
6,204
shares
|
$1.61 Million
1.12% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
6,204
shares
|
$1.61 Million
0.28% of portfolio
|
Q2 2025
Added 60.77%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
6,196
shares
|
$1.61 Million
0.25% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
6,191
shares
|
$1.6 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
6,182
shares
|
$1.6 Million
0.1% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,174
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
6,155
shares
|
$1.59 Million
0.22% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,154
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
6,147
shares
|
$1.59 Million
1.18% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
6,136
shares
|
$1.59 Million
0.34% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
6,125
shares
|
$1.59 Million
0.72% of portfolio
|
Q2 2025
Reduced 17.51%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
6,100
shares
|
$1.58 Million
1.96% of portfolio
|
Q2 2025
Added 34.27%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,095
shares
|
$1.58 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
6,086
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2023
Added 23.98%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
6,064
shares
|
$1.57 Million
0.54% of portfolio
|
Q2 2025
Reduced 36.6%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
6,064
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,058
shares
|
$1.57 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.21%
|