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 3,651 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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
1,868
shares
|
$541,981
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,866
shares
|
$541,401
0.17% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
1,863
shares
|
$540,530
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,861
shares
|
$539,950
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,861
shares
|
$539,950
0.23% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
1,860
shares
|
$539,660
0.38% of portfolio
|
Q4 2023
Reduced 5.1%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
1,859
shares
|
$539,370
0.24% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,855
shares
|
$538,209
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,854
shares
|
$537,919
0.28% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,852
shares
|
$537,339
0.04% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,850
shares
|
$536,759
0.13% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
1,849
shares
|
$536,468
0.23% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
1,839
shares
|
$533,567
0.07% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,838
shares
|
$533,277
0.2% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,835
shares
|
$532,406
0.29% of portfolio
|
Q2 2022
Added 5.76%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Apr 25, 2025 Q1 2025 |
1,834
shares
|
$532,116
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,832
shares
|
$531,536
0.17% of portfolio
|
Q1 2024
Reduced 25.25%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,828
shares
|
$530,375
0.21% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
1,827
shares
|
$530,085
0.14% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
1,824
shares
|
$529,215
0.35% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,823
shares
|
$528,925
0.05% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
1,822
shares
|
$528,635
0.05% of portfolio
|
Q3 2021
Reduced 17.85%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,821
shares
|
$528,344
0.01% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,821
shares
|
$528,344
0.05% of portfolio
|
Q1 2025
Reduced 57.99%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,818
shares
|
$527,474
0.03% of portfolio
|
Q4 2023
Added 15.65%
|