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 |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,273
shares
|
$372,314
0.27% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
1,272
shares
|
$372,021
0.05% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
1,272
shares
|
$372,021
0.29% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
1,271
shares
|
$371,729
0.2% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,270
shares
|
$371,436
0.08% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
1,268
shares
|
$370,851
0.24% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,267
shares
|
$370,559
0.03% of portfolio
|
Q4 2024
Reduced 29.49%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,265
shares
|
$369,974
0.03% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,258
shares
|
$367,927
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,255
shares
|
$367,049
0.22% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
1,250
shares
|
$365,587
0.04% of portfolio
|
Q1 2025
Added 24.38%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,249
shares
|
$365,295
0.15% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
1,248
shares
|
$365,002
0.06% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
1,248
shares
|
$365,002
0.16% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
1,247
shares
|
$364,710
0.07% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
1,247
shares
|
$364,710
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,246
shares
|
$364,417
0.09% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
1,245
shares
|
$364,125
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,245
shares
|
$364,125
0.11% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
1,245
shares
|
$364,125
0.22% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
1,238
shares
|
$362,077
0.12% of portfolio
|
Q1 2025
Reduced 57.91%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,236
shares
|
$361,492
0.12% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
1,235
shares
|
$361,200
0.09% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,235
shares
|
$361,200
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
1,233
shares
|
$360,615
0.28% of portfolio
|
Q2 2025
Reduced 17.25%
|