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 |
|---|---|---|---|---|---|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,876
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
4,874
shares
|
$1.26 Million
0.41% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
4,873
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
4,870
shares
|
$1.26 Million
1.34% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,868
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,868
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,861
shares
|
$1.26 Million
0.56% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
4,849
shares
|
$1.26 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
4,848
shares
|
$1.26 Million
0.37% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
4,848
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,845
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
4,839
shares
|
$1.25 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
4,837
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
4,835
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,816
shares
|
$1.25 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
4,805
shares
|
$1.24 Million
0.81% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
4,800
shares
|
$1.24 Million
1.2% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
4,800
shares
|
$1.24 Million
0.5% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
4,800
shares
|
$1.24 Million
0.19% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,800
shares
|
$1.24 Million
0.39% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,797
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
4,793
shares
|
$1.24 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
4,775
shares
|
$1.24 Million
0.45% of portfolio
|
Q2 2025
Added 100.46%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
4,774
shares
|
$1.24 Million
1.29% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
4,760
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2025
Added 1.17%
|