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 |
|---|---|---|---|---|---|
|
Sage Advisors, LLC
Boulder, CO |
Jul 28, 2025 Q2 2025 |
4,759
shares
|
$1.23 Million
1.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
4,758
shares
|
$1.23 Million
0.83% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
4,750
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,739
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
4,726
shares
|
$1.22 Million
0.54% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,725
shares
|
$1.22 Million
0.53% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
4,717
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
4,707
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,704
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
4,697
shares
|
$1.22 Million
0.24% of portfolio
|
Q2 2022
Reduced 1.09%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
4,694
shares
|
$1.22 Million
0.44% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
4,691
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,679
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
4,677
shares
|
$1.21 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
4,667
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
4,667
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
4,665
shares
|
$1.21 Million
0.29% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,664
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
4,658
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
4,635
shares
|
$1.2 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
4,635
shares
|
$1.2 Million
0.67% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
4,634
shares
|
$1.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
4,632
shares
|
$1.2 Million
0.18% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,612
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,609
shares
|
$1.19 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.89%
|