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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
2,400
shares
|
$621,792
0.49% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
2,400
shares
|
$621,792
0.04% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$621,792
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,397
shares
|
$621,014
0.01% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
2,397
shares
|
$621,014
0.44% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,396
shares
|
$620,755
0.1% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
2,394
shares
|
$620,237
0.07% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
2,394
shares
|
$620,237
0.08% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,392
shares
|
$619,719
0.16% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,389
shares
|
$618,942
0.07% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,387
shares
|
$618,423
0.06% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
2,385
shares
|
$617,905
0.02% of portfolio
|
Q2 2025
Added 108.3%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
2,378
shares
|
$616,092
0.23% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
2,375
shares
|
$615,315
0.14% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
2,370
shares
|
$614,019
0.17% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,370
shares
|
$614,019
0.08% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
2,365
shares
|
$612,724
0.46% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
2,356
shares
|
$610,392
0.01% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
2,350
shares
|
$608,838
0.15% of portfolio
|
Q4 2023
Reduced 22.95%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,350
shares
|
$608,838
0.04% of portfolio
|
Q2 2025
Reduced 55.08%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,341
shares
|
$606,506
0.06% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
2,338
shares
|
$605,729
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
2,337
shares
|
$605,469
0.11% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
2,337
shares
|
$605,469
0.39% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
2,335
shares
|
$604,951
0.16% of portfolio
|
Q4 2024
Added 0.6%
|