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 |
|---|---|---|---|---|---|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,951
shares
|
$764,545
0.76% of portfolio
|
Q2 2022
Added 20.06%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
2,943
shares
|
$762,472
0.18% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,939
shares
|
$761,436
0.07% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
2,933
shares
|
$759,881
0.12% of portfolio
|
Q3 2023
Reduced 22.47%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
2,932
shares
|
$759,622
0.75% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,931
shares
|
$759,363
0.1% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
2,929
shares
|
$758,845
0.21% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,928
shares
|
$758,586
0.23% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,916
shares
|
$755,477
0.06% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,913
shares
|
$754,700
0.46% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,911
shares
|
$754,181
0.05% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
2,911
shares
|
$754,181
0.47% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
2,903
shares
|
$752,109
0.1% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,903
shares
|
$752,109
0.05% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Paradigm Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$751,332
0.04% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
2,900
shares
|
$751,332
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
2,894
shares
|
$749,777
0.32% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
2,882
shares
|
$746,668
0.09% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
2,882
shares
|
$746,668
0.34% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,879
shares
|
$745,891
0.19% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,879
shares
|
$745,891
0.43% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,877
shares
|
$745,373
0.3% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,869
shares
|
$743,300
0.13% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,866
shares
|
$742,523
0.02% of portfolio
|
Q3 2022
Reduced 13.88%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,865
shares
|
$742,264
0.29% of portfolio
|
Q1 2025
Reduced 8.03%
|