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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
1,684
shares
|
$488,595
0.14% of portfolio
|
Q1 2025
Added 35.04%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
1,684
shares
|
$488,595
0.2% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
1,684
shares
|
$488,595
0.2% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
1,681
shares
|
$487,725
0.28% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
1,679
shares
|
$487,145
0.34% of portfolio
|
Q2 2024
Added 11.64%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,678
shares
|
$486,854
0.21% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,678
shares
|
$486,854
0.02% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,676
shares
|
$486,274
0.22% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,676
shares
|
$486,274
0.1% of portfolio
|
Q3 2023
Reduced 20.68%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
1,673
shares
|
$485,404
0.38% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,670
shares
|
$484,533
0.24% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
1,670
shares
|
$484,533
0.14% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
1,669
shares
|
$484,243
0.16% of portfolio
|
Q1 2025
Added 123.43%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,668
shares
|
$483,953
0.22% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,667
shares
|
$483,663
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,663
shares
|
$482,502
0.03% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,662
shares
|
$482,212
0.09% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
1,659
shares
|
$481,342
0.06% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
1,659
shares
|
$481,342
0.11% of portfolio
|
Q1 2025
Added 26.06%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
1,658
shares
|
$481,052
0.01% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
1,657
shares
|
$480,761
0.12% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,656
shares
|
$480,471
0.19% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,656
shares
|
$480,471
0.01% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,655
shares
|
$480,181
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
1,651
shares
|
$479,021
0.39% of portfolio
|
Q1 2025
Added 4.3%
|