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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
5,210
shares
|
$1.35 Million
0.42% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
5,200
shares
|
$1.35 Million
0.58% of portfolio
|
Q2 2025
Added 766.67%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,197
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,191
shares
|
$1.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 77.45%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
5,188
shares
|
$1.34 Million
0.14% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
5,183
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Added 39.03%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
5,173
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,165
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Added 42.64%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,160
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,143
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.82%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
5,141
shares
|
$1.33 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
5,139
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,138
shares
|
$1.33 Million
0.56% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
5,118
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
5,118
shares
|
$1.33 Million
0.2% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
5,113
shares
|
$1.32 Million
0.53% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,111
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 90.41%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
5,110
shares
|
$1.32 Million
0.94% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,104
shares
|
$1.32 Million
0.22% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
5,099
shares
|
$1.32 Million
0.58% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,092
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,071
shares
|
$1.31 Million
0.73% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
5,069
shares
|
$1.31 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
5,058
shares
|
$1.31 Million
0.84% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,050
shares
|
$1.31 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.17%
|