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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
3,019
shares
|
$782,162
0.1% of portfolio
|
Q2 2025
Added 34.48%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,019
shares
|
$782,162
0.06% of portfolio
|
Q2 2025
Reduced 23.8%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
3,015
shares
|
$781,126
0.27% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,014
shares
|
$780,867
0.06% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
3,014
shares
|
$780,867
0.1% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
3,012
shares
|
$780,348
0.26% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
3,008
shares
|
$779,312
0.24% of portfolio
|
Q3 2024
Added 36.23%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,007
shares
|
$779,053
0.05% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,003
shares
|
$778,017
0.13% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
3,001
shares
|
$777,499
0.14% of portfolio
|
Q1 2025
Added 114.05%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,998
shares
|
$776,721
0.41% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,996
shares
|
$776,203
0.11% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
2,991
shares
|
$774,908
0.76% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,986
shares
|
$773,612
0.18% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
2,985
shares
|
$773,353
0.07% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
2,985
shares
|
$773,353
0.09% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
2,977
shares
|
$771,281
0.13% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,974
shares
|
$770,503
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
2,971
shares
|
$769,726
1.13% of portfolio
|
Q2 2025
Added 90.58%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,970
shares
|
$769,467
0.23% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,964
shares
|
$767,913
0.07% of portfolio
|
Q2 2025
Added 38.76%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
2,962
shares
|
$767,394
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,961
shares
|
$767,135
0.02% of portfolio
|
Q3 2023
Added 16.35%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
2,960
shares
|
$766,876
0.1% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,955
shares
|
$765,581
0.78% of portfolio
|
Q2 2025
Added 3.36%
|