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 |
|---|---|---|---|---|---|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
2,782
shares
|
$720,760
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
2,772
shares
|
$718,169
0.31% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
2,765
shares
|
$716,356
0.38% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
2,759
shares
|
$714,801
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
2,756
shares
|
$714,024
0.48% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
2,755
shares
|
$713,765
0.31% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
2,750
shares
|
$712,470
0.16% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
2,746
shares
|
$711,433
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,744
shares
|
$710,915
0.5% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
2,742
shares
|
$710,397
0.08% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
2,739
shares
|
$709,620
0.13% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Saratoga Research & Investment Management
|
Aug 20, 2025 Q2 2025 |
2,738
shares
|
$709,361
0.04% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
2,738
shares
|
$709,361
0.26% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,730
shares
|
$707,288
0.18% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,728
shares
|
$706,770
0.27% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,726
shares
|
$706,252
0.3% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,714
shares
|
$703,143
0.38% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
2,714
shares
|
$703,143
0.6% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,706
shares
|
$701,070
0.07% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
2,703
shares
|
$700,293
0.45% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,701
shares
|
$699,775
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,700
shares
|
$699,516
0.1% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Eagle Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,700
shares
|
$699,516
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
2,695
shares
|
$698,220
0.0% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
2,695
shares
|
$698,220
0.05% of portfolio
|
Q2 2025
Reduced 9.2%
|