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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
5,871
shares
|
$1.52 Million
0.32% of portfolio
|
Q1 2025
Reduced 52.88%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,865
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 23.29%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,849
shares
|
$1.52 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
5,849
shares
|
$1.52 Million
0.72% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
5,846
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Added 99.05%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,831
shares
|
$1.51 Million
0.95% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Garland Capital Management Inc
|
Aug 01, 2025 Q2 2025 |
5,812
shares
|
$1.51 Million
5.42% of portfolio
|
Q2 2025
Reduced 72.82%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,797
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 88.28%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
5,777
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
5,769
shares
|
$1.49 Million
0.55% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,767
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2024
Added 37.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
5,755
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,754
shares
|
$1.49 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
5,733
shares
|
$1.49 Million
1.36% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
5,710
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
5,709
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 162.72%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
5,705
shares
|
$1.48 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
5,694
shares
|
$1.48 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,688
shares
|
$1.47 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,686
shares
|
$1.47 Million
0.6% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
5,678
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,677
shares
|
$1.47 Million
1.67% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,639
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
5,637
shares
|
$1.46 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
5,632
shares
|
$1.46 Million
0.24% of portfolio
|
Q2 2025
Added 5.94%
|