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 3,657 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
2,772
shares
|
$804,268
0.31% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,765
shares
|
$802,237
0.32% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
2,760
shares
|
$800,786
0.08% of portfolio
|
Q1 2025
Reduced 36.6%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
2,756
shares
|
$799,625
0.48% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
2,755
shares
|
$799,335
0.27% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
2,751
shares
|
$798,175
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,750
shares
|
$797,885
0.12% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
2,746
shares
|
$796,724
0.26% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
2,744
shares
|
$796,144
0.45% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
2,741
shares
|
$795,273
0.23% of portfolio
|
Q1 2025
Added 68.88%
|
|
|
Saratoga Research & Investment Management
|
May 12, 2025 Q1 2025 |
2,738
shares
|
$794,403
0.04% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
2,732
shares
|
$792,662
0.26% of portfolio
|
Q1 2025
Reduced 26.8%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
2,731
shares
|
$792,372
0.32% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,730
shares
|
$792,082
0.11% of portfolio
|
Q1 2025
Added 29.08%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
2,726
shares
|
$790,921
0.23% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,723
shares
|
$790,051
0.29% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,719
shares
|
$788,890
0.16% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
2,710
shares
|
$786,279
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
2,707
shares
|
$785,408
0.1% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
2,705
shares
|
$784,828
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,702
shares
|
$783,958
0.19% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,702
shares
|
$783,958
0.46% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,700
shares
|
$783,378
0.07% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,700
shares
|
$783,378
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,697
shares
|
$782,507
0.24% of portfolio
|
Q1 2025
Added 75.36%
|