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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$350,964
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,200
shares
|
$350,964
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$350,964
0.12% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
1,200
shares
|
$350,964
0.24% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
1,199
shares
|
$350,671
0.08% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,198
shares
|
$350,379
0.07% of portfolio
|
Q2 2025
Reduced 27.83%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,198
shares
|
$350,379
0.04% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
1,197
shares
|
$350,086
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,194
shares
|
$349,209
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,192
shares
|
$348,624
0.03% of portfolio
|
Q1 2025
Reduced 40.67%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,190
shares
|
$348,039
0.12% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,189
shares
|
$347,746
0.03% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,186
shares
|
$346,869
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,186
shares
|
$346,869
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
1,185
shares
|
$346,576
0.15% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
1,181
shares
|
$345,407
0.24% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,177
shares
|
$344,237
0.07% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,177
shares
|
$344,237
0.16% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,176
shares
|
$343,944
0.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
1,176
shares
|
$343,944
0.12% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
1,174
shares
|
$343,359
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,173
shares
|
$343,067
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,173
shares
|
$343,067
0.03% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
1,172
shares
|
$342,774
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
1,170
shares
|
$342,189
0.1% of portfolio
|
Q1 2025
Added 9.24%
|