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 |
|---|---|---|---|---|---|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
1,452
shares
|
$421,283
0.1% of portfolio
|
Q1 2025
Reduced 20.26%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,451
shares
|
$420,993
0.07% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,451
shares
|
$420,993
0.04% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,445
shares
|
$419,252
0.55% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,442
shares
|
$418,381
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,442
shares
|
$418,381
0.21% of portfolio
|
Q1 2025
Added 50.52%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
1,441
shares
|
$418,091
0.03% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,441
shares
|
$418,091
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
1,440
shares
|
$417,801
0.17% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,439
shares
|
$417,511
0.05% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,439
shares
|
$417,511
0.04% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
1,438
shares
|
$417,221
0.08% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,437
shares
|
$416,931
0.3% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,436
shares
|
$416,641
0.33% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
1,431
shares
|
$415,190
0.19% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
1,429
shares
|
$414,610
0.02% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,424
shares
|
$413,159
0.08% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
1,424
shares
|
$413,159
0.14% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,424
shares
|
$413,159
0.13% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
1,422
shares
|
$412,579
0.1% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,421
shares
|
$412,288
0.15% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,420
shares
|
$411,998
0.07% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
1,419
shares
|
$411,708
0.19% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
1,417
shares
|
$411,128
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,413
shares
|
$409,967
0.08% of portfolio
|
Q1 2025
Added 3.67%
|