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 |
|---|---|---|---|---|---|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,616
shares
|
$677,753
0.18% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
2,608
shares
|
$675,680
0.05% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,606
shares
|
$675,162
0.56% of portfolio
|
Q4 2022
Added 9.82%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
2,604
shares
|
$674,644
0.05% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,603
shares
|
$674,385
0.02% of portfolio
|
Q1 2022
Added 0.62%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,602
shares
|
$674,126
0.15% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
2,600
shares
|
$673,608
0.1% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,597
shares
|
$672,830
0.16% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Sep 04, 2025 Q2 2025 |
2,597
shares
|
$672,830
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
2,595
shares
|
$672,312
0.22% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,591
shares
|
$671,276
0.05% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
2,581
shares
|
$668,685
0.08% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
2,577
shares
|
$667,649
0.32% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
2,573
shares
|
$666,612
0.02% of portfolio
|
Q4 2023
Reduced 38.59%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,572
shares
|
$666,353
0.3% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,563
shares
|
$664,022
0.27% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,562
shares
|
$663,762
0.05% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,561
shares
|
$663,503
0.12% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
2,551
shares
|
$660,913
0.42% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,551
shares
|
$660,913
0.16% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
2,548
shares
|
$660,135
0.09% of portfolio
|
Q2 2025
Added 57.19%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,540
shares
|
$658,063
0.11% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$654,436
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,511
shares
|
$650,549
0.02% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
2,510
shares
|
$650,290
0.28% of portfolio
|
Q2 2025
Reduced 85.05%
|