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 |
|---|---|---|---|---|---|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
800
shares
|
$237,736
0.34% of portfolio
|
Q2 2025
Reduced 86.21%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
799
shares
|
$237,438
0.03% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
798
shares
|
$237,141
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
798
shares
|
$237,141
0.11% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
795
shares
|
$236,250
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
793
shares
|
$235,655
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
793
shares
|
$235,655
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
793
shares
|
$235,655
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
791
shares
|
$235,061
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
790
shares
|
$234,764
0.35% of portfolio
|
Q2 2025
Reduced 56.06%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
789
shares
|
$234,467
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
789
shares
|
$234,467
0.15% of portfolio
|
Q3 2025
Reduced 53.72%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
788
shares
|
$234,169
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
786
shares
|
$233,575
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
786
shares
|
$233,575
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
785
shares
|
$233,278
0.1% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
785
shares
|
$233,278
0.04% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
784
shares
|
$232,981
0.07% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 10, 2025 Q3 2025 |
783
shares
|
$232,684
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
782
shares
|
$232,386
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
781
shares
|
$232,089
0.05% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
780
shares
|
$231,792
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
780
shares
|
$231,792
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
780
shares
|
$231,792
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
779
shares
|
$231,495
0.13% of portfolio
|
Q3 2025
New holding
|
|