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 3,647 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 $169 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
1,312
shares
|
$383,720
0.07% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,310
shares
|
$383,135
0.04% of portfolio
|
Q1 2025
Added 2.18%
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,310
shares
|
$383,135
0.04% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
1,309
shares
|
$382,843
0.08% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,307
shares
|
$382,258
0.08% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,305
shares
|
$381,673
0.13% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,305
shares
|
$381,673
0.04% of portfolio
|
Q1 2025
New holding
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
1,305
shares
|
$381,673
0.26% of portfolio
|
Q1 2025
Added 0.85%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,304
shares
|
$381,380
0.12% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
Mitchell & Pahl Private Wealth, LLC
|
Apr 09, 2025 Q1 2025 |
1,303
shares
|
$381,088
0.16% of portfolio
|
Q1 2025
Added 13.9%
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
1,300
shares
|
$380,211
0.15% of portfolio
|
Q1 2025
New holding
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,296
shares
|
$379,041
0.05% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
1,291
shares
|
$377,578
0.09% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,291
shares
|
$377,578
0.12% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
1,289
shares
|
$376,993
0.26% of portfolio
|
Q1 2025
Added 0.23%
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
1,278
shares
|
$373,776
0.21% of portfolio
|
Q1 2025
Added 0.31%
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,277
shares
|
$373,484
0.25% of portfolio
|
Q4 2024
New holding
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
1,276
shares
|
$373,191
0.07% of portfolio
|
Q1 2025
Reduced 40.32%
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,276
shares
|
$373,191
0.0% of portfolio
|
Q1 2025
Added 17.93%
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$373,191
0.25% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,275
shares
|
$372,899
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
1,275
shares
|
$372,899
0.18% of portfolio
|
Q1 2025
New holding
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
1,275
shares
|
$372,899
0.21% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
1,275
shares
|
$372,899
0.05% of portfolio
|
Q1 2025
New holding
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
1,274
shares
|
$372,606
0.15% of portfolio
|
Q4 2024
Added 22.97%
|