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 |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
2,508
shares
|
$649,772
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,506
shares
|
$649,254
0.56% of portfolio
|
Q2 2025
Added 146.41%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
2,504
shares
|
$648,736
0.05% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
2,504
shares
|
$648,736
0.27% of portfolio
|
Q2 2025
Added 22.93%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
2,504
shares
|
$648,736
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,503
shares
|
$648,477
0.15% of portfolio
|
Q2 2025
Added 150.55%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
2,502
shares
|
$648,218
0.16% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,496
shares
|
$646,663
0.21% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
2,496
shares
|
$646,663
0.55% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,492
shares
|
$645,627
0.02% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,490
shares
|
$645,109
0.08% of portfolio
|
Q1 2023
Reduced 10.75%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
2,490
shares
|
$645,109
0.14% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,489
shares
|
$644,850
0.09% of portfolio
|
Q1 2025
Added 155.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
2,488
shares
|
$644,591
0.05% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,485
shares
|
$643,813
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
2,484
shares
|
$643,554
0.2% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
2,483
shares
|
$643,295
0.25% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,483
shares
|
$643,295
0.07% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
2,476
shares
|
$641,482
0.16% of portfolio
|
Q2 2025
Added 35.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,475
shares
|
$641,223
0.14% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,475
shares
|
$641,223
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
2,471
shares
|
$640,186
0.18% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,471
shares
|
$640,186
0.05% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,469
shares
|
$639,668
0.09% of portfolio
|
Q2 2025
Reduced 63.14%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,467
shares
|
$639,150
0.1% of portfolio
|
Q2 2025
Added 15.01%
|