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 |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
4,232
shares
|
$1.1 Million
1.03% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,228
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
4,225
shares
|
$1.09 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
4,222
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
4,219
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
4,213
shares
|
$1.09 Million
0.48% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
4,210
shares
|
$1.09 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,205
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
4,200
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
4,200
shares
|
$1.09 Million
1.04% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
4,191
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,177
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
4,173
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
4,154
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,145
shares
|
$1.07 Million
0.56% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,141
shares
|
$1.07 Million
0.45% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
4,137
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
4,135
shares
|
$1.07 Million
0.68% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
4,133
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
4,132
shares
|
$1.07 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,131
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
4,123
shares
|
$1.07 Million
0.73% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
4,121
shares
|
$1.07 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,118
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.98%
|