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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
5,630
shares
|
$1.46 Million
0.62% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,626
shares
|
$1.46 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
5,606
shares
|
$1.45 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
5,596
shares
|
$1.45 Million
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,568
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,560
shares
|
$1.44 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
5,558
shares
|
$1.44 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
5,555
shares
|
$1.44 Million
1.23% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,551
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
5,544
shares
|
$1.44 Million
1.14% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,537
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Added 226.09%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
5,526
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
5,508
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,504
shares
|
$1.43 Million
0.38% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,503
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2022
Reduced 32.72%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
5,499
shares
|
$1.42 Million
0.79% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,498
shares
|
$1.42 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,491
shares
|
$1.42 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
5,479
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
5,434
shares
|
$1.41 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,417
shares
|
$1.4 Million
0.17% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
5,413
shares
|
$1.4 Million
0.49% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
5,403
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
5,394
shares
|
$1.4 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
5,381
shares
|
$1.39 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.09%
|