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 |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,865
shares
|
$742,264
0.34% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
2,863
shares
|
$741,746
0.12% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
2,859
shares
|
$740,709
0.23% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
2,859
shares
|
$740,709
0.59% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,857
shares
|
$740,191
0.17% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,853
shares
|
$739,155
0.02% of portfolio
|
Q2 2025
Added 72.28%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
2,846
shares
|
$737,341
0.17% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
2,842
shares
|
$736,305
0.37% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$735,787
0.03% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,836
shares
|
$734,750
0.13% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,834
shares
|
$734,232
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,816
shares
|
$729,569
0.3% of portfolio
|
Q2 2023
Reduced 9.69%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,814
shares
|
$729,051
0.08% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
2,812
shares
|
$728,532
0.27% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
2,809
shares
|
$727,755
0.25% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,809
shares
|
$727,755
0.1% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
2,805
shares
|
$726,719
0.27% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
2,800
shares
|
$725,424
0.43% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,800
shares
|
$725,424
0.29% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$725,424
0.26% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,793
shares
|
$723,610
0.07% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,790
shares
|
$722,833
0.08% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,789
shares
|
$722,574
0.05% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,785
shares
|
$721,537
0.14% of portfolio
|
Q2 2025
Added 32.49%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,784
shares
|
$721,278
0.21% of portfolio
|
Q2 2025
Added 3.46%
|