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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,232
shares
|
$360,323
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
1,232
shares
|
$360,323
0.13% of portfolio
|
Q1 2025
Added 31.2%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,230
shares
|
$359,738
0.09% of portfolio
|
Q4 2024
Added 32.83%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
1,230
shares
|
$359,738
0.19% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
1,229
shares
|
$359,445
0.07% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
1,228
shares
|
$359,153
0.06% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,227
shares
|
$358,860
0.07% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,227
shares
|
$358,860
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,226
shares
|
$358,568
0.17% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,224
shares
|
$357,983
0.07% of portfolio
|
Q1 2024
Reduced 11.75%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,223
shares
|
$357,690
0.01% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,221
shares
|
$357,105
0.02% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,220
shares
|
$356,813
0.02% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
1,220
shares
|
$356,813
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,212
shares
|
$354,473
0.26% of portfolio
|
Q2 2025
Added 23.17%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,211
shares
|
$354,181
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
1,211
shares
|
$354,181
0.19% of portfolio
|
Q1 2025
Reduced 28.55%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
1,211
shares
|
$354,181
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
1,206
shares
|
$352,718
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
1,206
shares
|
$352,718
0.08% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
1,203
shares
|
$351,841
0.13% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
1,202
shares
|
$351,548
0.03% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
1,202
shares
|
$351,548
0.18% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
1,202
shares
|
$351,548
0.13% of portfolio
|
Q4 2024
Reduced 74.63%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
1,201
shares
|
$351,256
0.1% of portfolio
|
Q1 2025
Added 27.36%
|