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 3,907 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
850
shares
|
$252,594
0.09% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
846
shares
|
$251,405
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
845
shares
|
$251,108
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
845
shares
|
$251,108
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
841
shares
|
$249,919
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
840
shares
|
$249,622
0.18% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
839
shares
|
$249,325
0.13% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
839
shares
|
$249,325
0.03% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
838
shares
|
$249,028
0.1% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
836
shares
|
$248,434
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
835
shares
|
$248,136
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
835
shares
|
$248,136
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
835
shares
|
$248,136
0.12% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
834
shares
|
$247,839
0.11% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
834
shares
|
$247,839
0.1% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
834
shares
|
$247,839
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
832
shares
|
$247,245
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
831
shares
|
$246,948
0.05% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
828
shares
|
$246,056
0.07% of portfolio
|
Q3 2025
Reduced 28.68%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
826
shares
|
$245,462
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
826
shares
|
$245,462
0.14% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
825
shares
|
$245,165
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
825
shares
|
$245,165
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
821
shares
|
$243,976
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
817
shares
|
$242,787
0.03% of portfolio
|
Q2 2025
Reduced 1.21%
|
|