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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
5,049
shares
|
$1.31 Million
0.2% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
5,048
shares
|
$1.31 Million
0.22% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
5,046
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
5,044
shares
|
$1.31 Million
0.23% of portfolio
|
Q2 2025
Added 197.76%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
5,029
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
5,015
shares
|
$1.3 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
5,014
shares
|
$1.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
4,999
shares
|
$1.3 Million
0.37% of portfolio
|
Q2 2025
Added 118.01%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
4,991
shares
|
$1.29 Million
0.68% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,990
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2023
Reduced 1.98%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
4,986
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Added 303.72%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
4,985
shares
|
$1.29 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
4,977
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
4,971
shares
|
$1.29 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
4,962
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 99.7%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
4,956
shares
|
$1.28 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
4,949
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
4,948
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
4,942
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,940
shares
|
$1.28 Million
0.34% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
4,928
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,921
shares
|
$1.27 Million
0.35% of portfolio
|
Q2 2025
Added 311.45%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,913
shares
|
$1.27 Million
0.33% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
4,903
shares
|
$1.27 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
4,901
shares
|
$1.27 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.77%
|