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 |
|---|---|---|---|---|---|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,817
shares
|
$527,184
0.01% of portfolio
|
Q4 2023
Reduced 41.36%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
1,812
shares
|
$525,733
0.24% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,810
shares
|
$525,153
0.04% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
1,810
shares
|
$525,153
0.32% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
1,807
shares
|
$524,282
0.36% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,806
shares
|
$523,992
0.03% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,804
shares
|
$523,412
0.22% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
1,800
shares
|
$522,252
0.19% of portfolio
|
Q1 2025
Reduced 49.3%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,798
shares
|
$521,671
0.45% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,795
shares
|
$520,801
0.19% of portfolio
|
Q2 2022
Reduced 55.06%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,792
shares
|
$519,930
0.05% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
1,787
shares
|
$518,480
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,787
shares
|
$518,480
0.38% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,786
shares
|
$518,190
0.15% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,785
shares
|
$517,899
0.1% of portfolio
|
Q3 2023
Reduced 29.72%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
1,785
shares
|
$517,899
0.18% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
1,785
shares
|
$517,899
0.09% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
1,784
shares
|
$517,609
0.18% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,781
shares
|
$516,739
0.09% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
1,780
shares
|
$516,449
0.29% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
1,779
shares
|
$516,159
0.14% of portfolio
|
Q4 2023
Added 20.28%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
1,779
shares
|
$516,159
0.31% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
1,777
shares
|
$515,578
0.05% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,775
shares
|
$514,998
0.42% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
1,774
shares
|
$514,708
0.11% of portfolio
|
Q1 2025
Reduced 19.22%
|