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 3,908 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 |
|---|---|---|---|---|---|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
730
shares
|
$216,934
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
730
shares
|
$216,934
0.03% of portfolio
|
Q3 2025
Reduced 32.09%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
729
shares
|
$216,636
0.19% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
729
shares
|
$216,636
0.02% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
729
shares
|
$216,636
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
728
shares
|
$216,339
0.15% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
728
shares
|
$216,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
724
shares
|
$215,151
0.1% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
722
shares
|
$214,556
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
722
shares
|
$214,556
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
721
shares
|
$214,259
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
720
shares
|
$213,962
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
719
shares
|
$213,665
0.09% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
719
shares
|
$213,665
0.1% of portfolio
|
Q3 2025
Reduced 86.01%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
719
shares
|
$213,665
0.05% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
717
shares
|
$213,070
0.13% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
717
shares
|
$213,070
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
716
shares
|
$212,773
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
715
shares
|
$212,476
0.08% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
715
shares
|
$212,476
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
714
shares
|
$212,179
0.04% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
713
shares
|
$211,882
0.11% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
713
shares
|
$211,882
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
712
shares
|
$211,585
0.11% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
712
shares
|
$211,585
0.06% of portfolio
|
Q3 2025
Reduced 2.86%
|
|