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 3,657 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
1,936
shares
|
$561,711
0.1% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
1,928
shares
|
$559,389
0.16% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
1,926
shares
|
$558,809
0.09% of portfolio
|
Q4 2024
Added 93.76%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
1,926
shares
|
$558,809
0.27% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
1,920
shares
|
$557,068
0.08% of portfolio
|
Q3 2024
Reduced 20.23%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
1,919
shares
|
$556,778
0.01% of portfolio
|
Q1 2025
Added 53.27%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,915
shares
|
$555,618
0.04% of portfolio
|
Q1 2023
Reduced 8.07%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,915
shares
|
$555,618
0.18% of portfolio
|
Q1 2025
Added 38.17%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
1,914
shares
|
$555,327
0.52% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,913
shares
|
$555,037
0.16% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
1,906
shares
|
$553,006
0.04% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
1,905
shares
|
$552,716
0.06% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,901
shares
|
$551,556
0.16% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
1,901
shares
|
$551,556
0.36% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,900
shares
|
$551,266
0.02% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,899
shares
|
$550,975
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,884
shares
|
$546,623
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
1,882
shares
|
$546,043
0.06% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
1,880
shares
|
$545,463
0.32% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
1,878
shares
|
$544,882
0.07% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,875
shares
|
$544,012
0.14% of portfolio
|
Q4 2023
Added 3.82%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
1,875
shares
|
$544,012
0.1% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
1,874
shares
|
$543,722
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,874
shares
|
$543,722
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
1,873
shares
|
$543,432
0.1% of portfolio
|
Q1 2025
Added 0.54%
|