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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,651
shares
|
$945,901
0.38% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
3,648
shares
|
$945,123
0.56% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
3,645
shares
|
$944,346
0.08% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,644
shares
|
$944,087
0.07% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,641
shares
|
$943,310
0.39% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
3,631
shares
|
$940,719
0.34% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,630
shares
|
$940,460
0.21% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
3,625
shares
|
$939,165
0.33% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,618
shares
|
$937,351
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
3,608
shares
|
$934,760
0.15% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
3,606
shares
|
$934,242
0.84% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,606
shares
|
$934,242
0.31% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,601
shares
|
$932,947
0.02% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,601
shares
|
$932,947
0.22% of portfolio
|
Q2 2025
Added 83.63%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
3,595
shares
|
$931,392
0.12% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,591
shares
|
$930,356
0.36% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
3,591
shares
|
$930,356
0.85% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
3,590
shares
|
$930,097
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
3,584
shares
|
$928,542
0.51% of portfolio
|
Q4 2023
Added 2.52%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
3,582
shares
|
$928,024
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
3,576
shares
|
$926,470
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
3,570
shares
|
$924,915
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
3,567
shares
|
$924,138
0.48% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
3,567
shares
|
$924,138
0.22% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,566
shares
|
$923,879
0.99% of portfolio
|
Q1 2024
Added 7.22%
|