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 |
|---|---|---|---|---|---|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
3,165
shares
|
$819,988
0.09% of portfolio
|
Q2 2025
Reduced 38.41%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,159
shares
|
$818,433
0.35% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
3,151
shares
|
$816,361
0.05% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,150
shares
|
$816,102
0.44% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,150
shares
|
$816,102
1.15% of portfolio
|
Q3 2022
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
3,149
shares
|
$815,842
0.34% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,149
shares
|
$815,842
0.02% of portfolio
|
Q2 2025
Added 227.34%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
3,149
shares
|
$815,842
0.28% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
3,144
shares
|
$814,547
0.12% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,141
shares
|
$813,770
0.1% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
3,139
shares
|
$813,252
0.34% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,136
shares
|
$812,474
0.04% of portfolio
|
Q3 2022
Reduced 1.51%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
3,127
shares
|
$810,143
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
3,126
shares
|
$809,884
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
3,122
shares
|
$808,847
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,119
shares
|
$808,070
0.27% of portfolio
|
Q4 2023
Added 12.4%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
3,118
shares
|
$807,811
0.27% of portfolio
|
Q2 2025
Reduced 50.05%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,118
shares
|
$807,811
0.79% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,109
shares
|
$805,479
0.18% of portfolio
|
Q4 2024
Reduced 47.92%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
3,108
shares
|
$805,220
0.03% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,107
shares
|
$804,961
0.08% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
3,105
shares
|
$804,443
0.37% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,101
shares
|
$803,407
0.76% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
3,100
shares
|
$803,148
0.39% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
3,095
shares
|
$801,852
0.24% of portfolio
|
Q2 2025
Added 25.97%
|