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 3,913 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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
343
shares
|
$101,929
0.04% of portfolio
|
Q3 2025
Added 131.76%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
328
shares
|
$97,471
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
326
shares
|
$96,877
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
324
shares
|
$96,283
0.01% of portfolio
|
Q2 2025
Reduced 51.86%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
319
shares
|
$94,797
0.01% of portfolio
|
Q3 2025
Reduced 36.71%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
319
shares
|
$94,797
0.05% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
312
shares
|
$92,717
0.03% of portfolio
|
Q1 2022
Reduced 2.5%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
311
shares
|
$92,419
0.04% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
311
shares
|
$92,419
0.03% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
309
shares
|
$91,825
0.03% of portfolio
|
Q4 2022
Added 53.73%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
303
shares
|
$90,042
0.09% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
300
shares
|
$89,151
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
300
shares
|
$89,151
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
296
shares
|
$87,962
0.06% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
294
shares
|
$87,367
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
292
shares
|
$86,773
0.02% of portfolio
|
Q2 2022
Added 135.48%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
292
shares
|
$86,773
0.02% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
291
shares
|
$86,476
1.18% of portfolio
|
Q3 2025
Reduced 47.09%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
287
shares
|
$85,287
0.0% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
287
shares
|
$85,287
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
285
shares
|
$84,693
0.04% of portfolio
|
Q3 2025
Reduced 41.96%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
283
shares
|
$84,099
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
280
shares
|
$83,207
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
276
shares
|
$82,018
0.13% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
272
shares
|
$80,830
0.06% of portfolio
|
Q2 2025
Added 5.43%
|
|