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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,155
shares
|
$558,317
0.03% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
2,149
shares
|
$556,762
0.16% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
2,144
shares
|
$555,467
0.29% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Knott David M Jr
Syosset, NY |
Aug 11, 2025 Q2 2025 |
2,142
shares
|
$554,949
0.4% of portfolio
|
Q1 2023
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
2,139
shares
|
$554,172
0.15% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,137
shares
|
$553,653
0.07% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,129
shares
|
$551,581
0.11% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,124
shares
|
$550,285
0.25% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,122
shares
|
$549,767
0.1% of portfolio
|
Q2 2025
Added 58.36%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,121
shares
|
$549,508
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,119
shares
|
$548,990
0.2% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,119
shares
|
$548,990
0.18% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,114
shares
|
$547,695
0.06% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
2,113
shares
|
$547,436
0.06% of portfolio
|
Q2 2025
Added 105.15%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
2,111
shares
|
$546,917
0.17% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,108
shares
|
$546,140
0.31% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,105
shares
|
$545,363
0.18% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,102
shares
|
$544,586
0.2% of portfolio
|
Q2 2025
Added 147.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,093
shares
|
$542,254
0.21% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
2,093
shares
|
$542,254
0.11% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
2,090
shares
|
$541,477
0.45% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
2,086
shares
|
$540,440
0.11% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,086
shares
|
$540,440
0.3% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
2,080
shares
|
$538,886
0.07% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,078
shares
|
$538,368
0.19% of portfolio
|
Q2 2025
Added 23.4%
|