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 |
|---|---|---|---|---|---|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,610
shares
|
$467,125
0.01% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
1,610
shares
|
$467,125
0.1% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,604
shares
|
$465,384
0.27% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,604
shares
|
$465,384
0.11% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
1,602
shares
|
$464,804
0.16% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,601
shares
|
$464,514
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
1,601
shares
|
$464,514
0.12% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
1,601
shares
|
$464,514
0.16% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
1,600
shares
|
$464,224
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
1,600
shares
|
$464,224
0.07% of portfolio
|
Q1 2025
Reduced 50.03%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,600
shares
|
$464,224
0.0% of portfolio
|
Q1 2025
Added 40.6%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
1,596
shares
|
$463,063
0.14% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
1,594
shares
|
$462,483
0.24% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,593
shares
|
$462,193
0.37% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,592
shares
|
$461,902
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,592
shares
|
$461,902
0.07% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
1,591
shares
|
$461,612
0.33% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
1,588
shares
|
$460,742
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,587
shares
|
$460,452
0.07% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,584
shares
|
$459,581
0.17% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,580
shares
|
$458,421
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
1,580
shares
|
$458,421
0.28% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
1,577
shares
|
$457,550
0.1% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,575
shares
|
$456,970
0.72% of portfolio
|
Q1 2025
Reduced 96.71%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
1,574
shares
|
$456,680
0.31% of portfolio
|
Q1 2025
New holding
|