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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,560
shares
|
$922,324
0.12% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
3,554
shares
|
$920,770
0.51% of portfolio
|
Q1 2025
Added 44.82%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,547
shares
|
$918,956
0.76% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
3,537
shares
|
$916,365
0.2% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,531
shares
|
$914,811
0.17% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,529
shares
|
$914,293
0.22% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,526
shares
|
$913,516
0.12% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,526
shares
|
$913,516
0.22% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
3,520
shares
|
$911,961
0.07% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
3,518
shares
|
$911,443
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
3,512
shares
|
$909,888
0.5% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,507
shares
|
$908,593
0.04% of portfolio
|
Q4 2023
Reduced 11.04%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
3,505
shares
|
$908,075
0.16% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
3,501
shares
|
$907,039
0.44% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
3,500
shares
|
$906,780
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$906,780
0.85% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
3,498
shares
|
$906,261
0.19% of portfolio
|
Q2 2025
Added 45.75%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,498
shares
|
$906,261
0.89% of portfolio
|
Q2 2022
Reduced 3.82%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
3,495
shares
|
$905,484
0.67% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
3,493
shares
|
$904,966
0.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
3,487
shares
|
$903,411
0.51% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
3,485
shares
|
$902,893
0.5% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,483
shares
|
$902,375
0.6% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
3,482
shares
|
$902,116
0.05% of portfolio
|
Q2 2025
Reduced 43.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,480
shares
|
$901,598
0.06% of portfolio
|
Q2 2025
Reduced 2.52%
|