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 |
|---|---|---|---|---|---|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
698
shares
|
$207,424
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
694
shares
|
$206,235
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
691
shares
|
$205,344
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
682
shares
|
$202,669
0.12% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
678
shares
|
$201,481
0.03% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
674
shares
|
$200,292
0.06% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
666
shares
|
$197,915
0.01% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
654
shares
|
$194,349
0.02% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
652
shares
|
$193,754
0.03% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
650
shares
|
$193,160
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
646
shares
|
$191,971
0.04% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
643
shares
|
$191,080
0.03% of portfolio
|
Q3 2025
Added 42.57%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
642
shares
|
$190,783
0.06% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
617
shares
|
$183,353
0.14% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
611
shares
|
$181,570
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
607
shares
|
$180,382
0.09% of portfolio
|
Q2 2023
Reduced 14.14%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
600
shares
|
$178,302
0.13% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
600
shares
|
$178,302
0.03% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
574
shares
|
$170,575
0.04% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
569
shares
|
$169,089
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
560
shares
|
$166,415
0.13% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
557
shares
|
$165,523
0.03% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
553
shares
|
$164,335
0.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
552
shares
|
$164,037
0.07% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
550
shares
|
$163,443
0.04% of portfolio
|
Q3 2025
Reduced 15.51%
|
|