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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,477
shares
|
$900,821
0.09% of portfolio
|
Q3 2022
Added 3.14%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,476
shares
|
$900,562
0.07% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,472
shares
|
$899,525
0.17% of portfolio
|
Q2 2025
Added 150.69%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
3,471
shares
|
$899,266
0.29% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
3,470
shares
|
$899,007
0.15% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,467
shares
|
$898,230
0.04% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,467
shares
|
$898,230
0.04% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
3,464
shares
|
$897,453
0.14% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
3,454
shares
|
$894,862
0.4% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,443
shares
|
$892,012
0.1% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,442
shares
|
$891,753
0.41% of portfolio
|
Q4 2022
Added 4.94%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,441
shares
|
$891,494
0.05% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
3,437
shares
|
$890,457
0.03% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,434
shares
|
$889,680
0.13% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
3,432
shares
|
$889,162
0.26% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
3,429
shares
|
$888,385
0.4% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,419
shares
|
$885,794
0.2% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
3,411
shares
|
$883,721
0.76% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
3,404
shares
|
$881,908
0.28% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
3,402
shares
|
$881,390
0.01% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,401
shares
|
$881,131
0.13% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
3,397
shares
|
$880,094
0.48% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,391
shares
|
$878,540
0.14% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,390
shares
|
$878,281
0.07% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
3,384
shares
|
$876,726
0.5% of portfolio
|
Q2 2025
Reduced 1.46%
|