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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.32% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.08% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
1,500
shares
|
$435,210
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,496
shares
|
$434,049
0.07% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
1,491
shares
|
$432,598
0.14% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
1,489
shares
|
$432,018
0.14% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
1,488
shares
|
$431,728
0.29% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,487
shares
|
$431,438
0.08% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
1,485
shares
|
$430,857
0.08% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
1,484
shares
|
$430,567
0.06% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
1,484
shares
|
$430,567
0.09% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,483
shares
|
$430,277
0.12% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,483
shares
|
$430,277
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,476
shares
|
$428,246
0.05% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,474
shares
|
$427,666
0.22% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
1,472
shares
|
$427,086
0.09% of portfolio
|
Q1 2025
Added 27.67%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
1,472
shares
|
$427,086
0.26% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
1,469
shares
|
$426,215
0.48% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
1,461
shares
|
$423,894
0.05% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,459
shares
|
$423,314
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
1,459
shares
|
$423,314
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
1,455
shares
|
$422,153
0.31% of portfolio
|
Q1 2025
Reduced 71.58%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,455
shares
|
$422,153
0.06% of portfolio
|
Q4 2024
Reduced 42.1%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
1,455
shares
|
$422,153
0.05% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,452
shares
|
$421,283
0.02% of portfolio
|
Q2 2024
Reduced 0.75%
|