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 3,816 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $138 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
737
shares
|
$173,025
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
734
shares
|
$172,321
0.01% of portfolio
|
Q2 2025
Reduced 20.82%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
734
shares
|
$172,321
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
734
shares
|
$172,321
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
733
shares
|
$172,086
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
732
shares
|
$171,851
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
730
shares
|
$171,382
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
730
shares
|
$171,382
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
729
shares
|
$171,147
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
728
shares
|
$170,912
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
728
shares
|
$170,912
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
727
shares
|
$170,677
0.1% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
724
shares
|
$169,973
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
724
shares
|
$169,973
0.07% of portfolio
|
Q2 2025
Reduced 78.11%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
720
shares
|
$169,034
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
720
shares
|
$169,034
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
718
shares
|
$168,564
0.02% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
717
shares
|
$168,330
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
716
shares
|
$168,095
0.12% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
715
shares
|
$167,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
714
shares
|
$167,625
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
714
shares
|
$167,625
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
713
shares
|
$167,391
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
712
shares
|
$167,156
0.11% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
712
shares
|
$167,156
0.04% of portfolio
|
Q2 2025
New holding
|