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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,335
shares
|
$604,951
0.09% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
2,333
shares
|
$604,433
0.06% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,328
shares
|
$603,138
0.1% of portfolio
|
Q4 2022
Added 22.98%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,325
shares
|
$602,361
0.48% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
2,324
shares
|
$602,101
0.01% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,315
shares
|
$599,770
0.46% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
2,314
shares
|
$599,511
0.03% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,312
shares
|
$598,992
0.15% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
2,311
shares
|
$598,733
0.55% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
2,310
shares
|
$598,474
0.04% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
2,310
shares
|
$598,474
0.69% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,306
shares
|
$597,438
0.1% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
2,303
shares
|
$596,661
0.29% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
2,300
shares
|
$595,884
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,299
shares
|
$595,624
0.39% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
2,293
shares
|
$594,070
0.29% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,293
shares
|
$594,070
0.13% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,292
shares
|
$593,811
0.07% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,285
shares
|
$591,997
0.44% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,281
shares
|
$590,961
0.12% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,276
shares
|
$589,666
0.16% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,275
shares
|
$589,407
0.03% of portfolio
|
Q2 2025
Reduced 57.76%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,273
shares
|
$588,888
0.09% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
2,265
shares
|
$586,816
0.15% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,264
shares
|
$586,557
0.1% of portfolio
|
Q2 2025
New holding
|