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 |
|---|---|---|---|---|---|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
4,604
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
4,602
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
4,599
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
4,595
shares
|
$1.19 Million
0.25% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
4,590
shares
|
$1.19 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
4,590
shares
|
$1.19 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
4,588
shares
|
$1.19 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
4,585
shares
|
$1.19 Million
0.55% of portfolio
|
Q2 2025
Reduced 52.96%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,582
shares
|
$1.19 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,581
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,580
shares
|
$1.19 Million
0.52% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
4,579
shares
|
$1.19 Million
0.53% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,577
shares
|
$1.19 Million
1.02% of portfolio
|
Q3 2022
Added 31.71%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
4,577
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
4,561
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
4,555
shares
|
$1.18 Million
0.48% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
4,552
shares
|
$1.18 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
4,549
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,542
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
4,539
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
4,535
shares
|
$1.17 Million
0.81% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
4,534
shares
|
$1.17 Million
0.53% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
4,533
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
4,524
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Added 894.29%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,511
shares
|
$1.17 Million
0.17% of portfolio
|
Q2 2025
Added 0.53%
|