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 |
|---|---|---|---|---|---|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
3,853
shares
|
$998,235
0.17% of portfolio
|
Q4 2024
Reduced 44.76%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
3,852
shares
|
$997,976
0.24% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
3,846
shares
|
$996,421
0.47% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
3,844
shares
|
$995,903
0.05% of portfolio
|
Q2 2025
Reduced 48.14%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,843
shares
|
$995,644
1.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
3,835
shares
|
$993,571
0.38% of portfolio
|
Q2 2025
Added 122.32%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
3,831
shares
|
$992,535
0.35% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
3,827
shares
|
$991,499
0.61% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,823
shares
|
$990,462
0.18% of portfolio
|
Q2 2025
Added 76.83%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,814
shares
|
$988,131
0.38% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
3,806
shares
|
$986,058
0.42% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,804
shares
|
$985,540
0.2% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
3,797
shares
|
$983,726
0.22% of portfolio
|
Q2 2025
Added 27.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
3,792
shares
|
$982,431
0.06% of portfolio
|
Q2 2025
Added 68.61%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,791
shares
|
$982,172
0.08% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,787
shares
|
$981,135
0.23% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
3,786
shares
|
$980,876
0.75% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
3,780
shares
|
$979,322
0.25% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,774
shares
|
$977,767
0.01% of portfolio
|
Q2 2025
Added 173.68%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
3,770
shares
|
$976,731
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
3,767
shares
|
$975,954
0.15% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,766
shares
|
$975,695
0.27% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,762
shares
|
$974,658
0.51% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
3,760
shares
|
$974,140
0.7% of portfolio
|
Q3 2024
Added 189.23%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
3,759
shares
|
$973,881
0.21% of portfolio
|
Q2 2025
Added 3.53%
|