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 |
|---|---|---|---|---|---|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
1,725
shares
|
$500,491
0.19% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
1,724
shares
|
$500,201
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
1,722
shares
|
$499,621
0.33% of portfolio
|
Q1 2025
Added 24.78%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,721
shares
|
$499,330
0.08% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
1,721
shares
|
$499,330
0.43% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
1,716
shares
|
$497,880
0.17% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
1,716
shares
|
$497,880
0.26% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
1,710
shares
|
$496,139
0.06% of portfolio
|
Q1 2025
Reduced 92.85%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,709
shares
|
$495,849
0.17% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,708
shares
|
$495,559
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
1,708
shares
|
$495,559
0.38% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,700
shares
|
$493,238
0.1% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,700
shares
|
$493,238
0.2% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
1,700
shares
|
$493,238
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
1,698
shares
|
$492,657
0.02% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$492,367
0.08% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
1,697
shares
|
$492,367
0.14% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
1,695
shares
|
$491,787
0.07% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
1,695
shares
|
$491,787
0.19% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,694
shares
|
$491,497
0.04% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
1,694
shares
|
$491,497
0.16% of portfolio
|
Q4 2023
Added 329.95%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
1,693
shares
|
$491,207
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
1,690
shares
|
$490,336
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
1,690
shares
|
$490,336
0.2% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,687
shares
|
$489,466
0.24% of portfolio
|
Q1 2025
Reduced 20.46%
|