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 |
|---|---|---|---|---|---|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
1,772
shares
|
$514,128
0.05% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,766
shares
|
$512,387
0.02% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
1,766
shares
|
$512,387
0.12% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
1,765
shares
|
$512,097
0.38% of portfolio
|
Q3 2024
Added 47.08%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,761
shares
|
$510,936
0.14% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,761
shares
|
$510,936
0.1% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
1,759
shares
|
$510,356
0.3% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
1,752
shares
|
$508,325
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,750
shares
|
$507,745
0.28% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
1,750
shares
|
$507,745
0.09% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
1,750
shares
|
$507,745
0.28% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,749
shares
|
$507,454
0.01% of portfolio
|
Q2 2023
Added 7.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
1,748
shares
|
$507,164
0.12% of portfolio
|
Q2 2023
Reduced 44.47%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
1,746
shares
|
$506,584
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
1,746
shares
|
$506,584
0.14% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,746
shares
|
$506,584
0.23% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
1,745
shares
|
$506,294
0.26% of portfolio
|
Q1 2025
Added 24.73%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,744
shares
|
$506,004
0.09% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,739
shares
|
$504,553
0.68% of portfolio
|
Q1 2024
Reduced 5.75%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
1,739
shares
|
$504,553
0.07% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
1,736
shares
|
$503,683
0.28% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
1,732
shares
|
$502,522
0.19% of portfolio
|
Q1 2025
Reduced 31.32%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,732
shares
|
$502,522
0.34% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
1,729
shares
|
$501,652
0.28% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
1,728
shares
|
$501,361
0.08% of portfolio
|
Q1 2025
Added 1.53%
|