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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,116
shares
|
$1.07 Million
0.23% of portfolio
|
Q4 2022
Reduced 99.29%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,116
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
4,116
shares
|
$1.07 Million
0.64% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
4,102
shares
|
$1.06 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
4,096
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
4,084
shares
|
$1.06 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
4,082
shares
|
$1.06 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,082
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Added 181.32%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,077
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,071
shares
|
$1.05 Million
0.43% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
4,068
shares
|
$1.05 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,049
shares
|
$1.05 Million
0.41% of portfolio
|
Q2 2022
Added 23.37%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
4,044
shares
|
$1.05 Million
0.84% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
4,039
shares
|
$1.05 Million
0.68% of portfolio
|
Q2 2025
Added 85.79%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
4,037
shares
|
$1.05 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
4,032
shares
|
$1.04 Million
0.69% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
4,024
shares
|
$1.04 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,020
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
4,020
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,018
shares
|
$1.04 Million
0.32% of portfolio
|
Q2 2023
Added 31.39%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,015
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,013
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,010
shares
|
$1.04 Million
0.18% of portfolio
|
Q1 2025
Reduced 27.02%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,005
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 40.67%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
4,003
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|