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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
1,169
shares
|
$341,897
0.05% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
1,166
shares
|
$341,020
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,165
shares
|
$340,727
0.25% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,165
shares
|
$340,727
0.02% of portfolio
|
Q3 2021
Added 19.29%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
1,164
shares
|
$340,435
0.1% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,163
shares
|
$340,142
0.05% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,162
shares
|
$339,850
0.04% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,161
shares
|
$339,557
0.02% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,161
shares
|
$339,557
0.1% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
1,159
shares
|
$338,972
0.12% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
1,159
shares
|
$338,972
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
1,159
shares
|
$338,972
0.19% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
1,157
shares
|
$338,387
0.08% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
1,157
shares
|
$338,387
0.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
1,157
shares
|
$338,387
0.07% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,157
shares
|
$338,387
0.09% of portfolio
|
Q3 2024
Reduced 38.23%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
1,156
shares
|
$338,095
0.11% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,155
shares
|
$337,802
0.21% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,150
shares
|
$336,340
0.18% of portfolio
|
Q3 2023
Added 9.52%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
1,150
shares
|
$336,340
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
1,148
shares
|
$335,755
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Apr 23, 2025 Q1 2025 |
1,147
shares
|
$335,463
0.12% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
1,145
shares
|
$334,878
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,141
shares
|
$333,708
0.03% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,140
shares
|
$333,415
0.06% of portfolio
|
Q1 2025
Reduced 0.7%
|