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 |
|---|---|---|---|---|---|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
1,140
shares
|
$333,415
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,139
shares
|
$333,123
0.03% of portfolio
|
Q1 2025
Added 35.76%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,137
shares
|
$332,538
0.05% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,137
shares
|
$332,538
0.1% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,132
shares
|
$331,076
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
1,131
shares
|
$330,783
0.0% of portfolio
|
Q1 2025
Added 24.42%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
1,131
shares
|
$330,783
0.11% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
1,131
shares
|
$330,783
0.29% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
1,129
shares
|
$330,198
0.03% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
1,127
shares
|
$329,613
0.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
1,124
shares
|
$328,736
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
1,121
shares
|
$327,858
0.08% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
1,121
shares
|
$327,858
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
1,119
shares
|
$327,273
0.21% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,113
shares
|
$325,519
0.12% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
1,112
shares
|
$325,226
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
1,112
shares
|
$325,226
0.26% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
1,110
shares
|
$324,641
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
1,108
shares
|
$324,056
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,105
shares
|
$323,179
0.11% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,105
shares
|
$323,179
0.11% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,103
shares
|
$322,594
0.06% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,102
shares
|
$322,301
0.05% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,100
shares
|
$321,717
0.24% of portfolio
|
Q4 2024
Reduced 54.47%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,100
shares
|
$321,717
0.14% of portfolio
|
Q4 2021
New holding
|