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 |
|---|---|---|---|---|---|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
4,000
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
4,000
shares
|
$1.04 Million
0.47% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
3,998
shares
|
$1.04 Million
0.59% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,992
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,989
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
3,974
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
3,972
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
3,967
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
3,964
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
3,960
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Added 65.69%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
3,958
shares
|
$1.03 Million
0.87% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,952
shares
|
$1.02 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,951
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 113.34%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,944
shares
|
$1.02 Million
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,944
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2025
Added 318.68%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,940
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
3,936
shares
|
$1.02 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,936
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,926
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
3,915
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,906
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Added 58.46%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
3,891
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
3,888
shares
|
$1.01 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
3,887
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
3,867
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.57%
|