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 |
|---|---|---|---|---|---|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
2,078
shares
|
$538,368
0.01% of portfolio
|
Q4 2024
Added 120.59%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
2,078
shares
|
$538,368
0.16% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
2,078
shares
|
$538,368
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,077
shares
|
$538,109
0.28% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,076
shares
|
$537,850
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,070
shares
|
$536,295
0.17% of portfolio
|
Q2 2025
Reduced 53.39%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
2,068
shares
|
$535,777
0.27% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,068
shares
|
$535,777
0.01% of portfolio
|
Q2 2023
Added 4.71%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
2,058
shares
|
$533,186
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
2,056
shares
|
$532,668
0.3% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
2,055
shares
|
$532,409
0.31% of portfolio
|
Q4 2022
Reduced 56.23%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
2,055
shares
|
$532,409
0.41% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
2,054
shares
|
$532,150
0.02% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
2,053
shares
|
$531,891
0.05% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
2,052
shares
|
$531,632
0.47% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,050
shares
|
$531,114
0.05% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,050
shares
|
$531,114
0.08% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,049
shares
|
$530,854
0.05% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
2,044
shares
|
$529,559
0.06% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,043
shares
|
$529,300
0.04% of portfolio
|
Q2 2025
Reduced 92.57%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
2,040
shares
|
$528,523
0.02% of portfolio
|
Q4 2021
Reduced 91.51%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,036
shares
|
$527,486
0.03% of portfolio
|
Q3 2023
Added 48.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
2,036
shares
|
$527,486
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,035
shares
|
$527,227
0.15% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
2,032
shares
|
$526,450
0.1% of portfolio
|
Q2 2025
Added 3.25%
|