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 |
|---|---|---|---|---|---|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,218
shares
|
$574,639
0.23% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,214
shares
|
$573,603
0.22% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
2,212
shares
|
$573,084
0.12% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,210
shares
|
$572,566
0.06% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,209
shares
|
$572,307
0.37% of portfolio
|
Q1 2024
Added 4.74%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
2,208
shares
|
$572,048
0.12% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
2,202
shares
|
$570,494
0.48% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,197
shares
|
$569,198
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,197
shares
|
$569,198
0.31% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,196
shares
|
$568,939
0.13% of portfolio
|
Q2 2025
Added 147.86%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,193
shares
|
$568,162
0.24% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,178
shares
|
$564,276
0.06% of portfolio
|
Q2 2024
Added 10.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
2,177
shares
|
$564,017
0.18% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,175
shares
|
$563,499
0.05% of portfolio
|
Q2 2025
Reduced 37.14%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
2,174
shares
|
$563,239
0.04% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
2,173
shares
|
$562,980
0.46% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,172
shares
|
$562,721
0.19% of portfolio
|
Q2 2025
Added 38.34%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
2,172
shares
|
$562,721
0.12% of portfolio
|
Q2 2025
Reduced 79.52%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,170
shares
|
$562,203
0.12% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,168
shares
|
$561,685
0.03% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,165
shares
|
$560,908
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,163
shares
|
$560,390
0.17% of portfolio
|
Q4 2022
Added 8.48%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
2,160
shares
|
$559,612
0.31% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
2,156
shares
|
$558,576
0.06% of portfolio
|
Q1 2024
Reduced 12.21%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,155
shares
|
$558,317
0.15% of portfolio
|
Q2 2025
Reduced 5.36%
|