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 |
|---|---|---|---|---|---|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
4,318
shares
|
$1.12 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,307
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 46.66%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,307
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Added 27.54%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
4,305
shares
|
$1.12 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,304
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
4,303
shares
|
$1.11 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,302
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,296
shares
|
$1.11 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
4,295
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,272
shares
|
$1.11 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
4,270
shares
|
$1.11 Million
0.57% of portfolio
|
Q2 2025
Added 51.69%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
4,267
shares
|
$1.11 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,265
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 50.88%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,264
shares
|
$1.1 Million
0.27% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,264
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
4,252
shares
|
$1.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,248
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,243
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
4,243
shares
|
$1.1 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
4,240
shares
|
$1.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,237
shares
|
$1.1 Million
0.69% of portfolio
|
Q2 2025
Added 67.74%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
4,235
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
4,235
shares
|
$1.1 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
4,232
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Added 70.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,232
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.22%
|