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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
2,263
shares
|
$586,298
0.04% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,261
shares
|
$585,779
0.43% of portfolio
|
Q2 2025
Added 395.83%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
2,260
shares
|
$585,520
0.15% of portfolio
|
Q2 2025
Added 50.27%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
2,259
shares
|
$585,261
0.11% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
2,257
shares
|
$584,743
0.11% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
2,249
shares
|
$582,670
0.58% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,248
shares
|
$582,411
0.11% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
2,248
shares
|
$582,411
0.25% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
2,247
shares
|
$582,152
0.18% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
2,247
shares
|
$582,152
0.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,246
shares
|
$581,893
0.07% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,244
shares
|
$581,375
0.22% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
2,243
shares
|
$581,116
0.39% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
2,238
shares
|
$579,821
0.06% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
2,236
shares
|
$579,302
0.02% of portfolio
|
Q1 2025
Added 55.49%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,235
shares
|
$579,043
0.12% of portfolio
|
Q2 2022
Added 7.19%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
2,234
shares
|
$578,784
0.41% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,232
shares
|
$578,266
0.11% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
2,231
shares
|
$578,007
0.28% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,230
shares
|
$577,748
0.58% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,229
shares
|
$577,489
0.19% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
2,223
shares
|
$575,934
0.12% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,222
shares
|
$575,675
0.14% of portfolio
|
Q2 2025
Added 97.69%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,221
shares
|
$575,416
0.54% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
2,218
shares
|
$574,639
0.15% of portfolio
|
Q4 2024
Added 12.82%
|