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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
1,573
shares
|
$456,390
0.28% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
1,572
shares
|
$456,100
0.21% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,570
shares
|
$455,519
0.13% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,570
shares
|
$455,519
0.14% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
1,565
shares
|
$454,069
0.38% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
1,565
shares
|
$454,069
0.22% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,565
shares
|
$454,069
0.1% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,565
shares
|
$454,069
0.16% of portfolio
|
Q1 2025
Added 65.08%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,564
shares
|
$453,778
0.06% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,563
shares
|
$453,488
0.05% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
1,561
shares
|
$452,908
0.13% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
1,560
shares
|
$452,618
0.17% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
1,558
shares
|
$452,038
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
1,556
shares
|
$451,457
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
1,553
shares
|
$450,587
0.33% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
1,552
shares
|
$450,297
0.13% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
1,551
shares
|
$450,007
0.15% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
1,550
shares
|
$449,717
0.27% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
1,548
shares
|
$449,136
0.03% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,548
shares
|
$449,136
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
1,548
shares
|
$449,136
0.39% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,546
shares
|
$448,556
0.31% of portfolio
|
Q1 2025
Reduced 88.9%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
1,545
shares
|
$448,266
0.3% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
1,541
shares
|
$447,105
0.07% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
1,540
shares
|
$446,815
0.21% of portfolio
|
Q4 2024
New holding
|