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 |
|---|---|---|---|---|---|
|
West Tower Group, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$292,470
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$292,470
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
1,000
shares
|
$292,470
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
999
shares
|
$292,177
0.05% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
997
shares
|
$291,592
0.15% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
996
shares
|
$291,300
0.14% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
993
shares
|
$290,422
0.05% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
993
shares
|
$290,422
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
993
shares
|
$290,422
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
992
shares
|
$290,130
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
991
shares
|
$289,837
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
989
shares
|
$289,252
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
988
shares
|
$288,960
0.12% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
988
shares
|
$288,960
0.3% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
984
shares
|
$287,790
0.05% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
984
shares
|
$287,790
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
983
shares
|
$287,498
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
983
shares
|
$287,498
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
981
shares
|
$286,913
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
980
shares
|
$286,620
0.11% of portfolio
|
Q2 2023
Reduced 2.49%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
980
shares
|
$286,620
0.07% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
979
shares
|
$286,328
0.14% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
979
shares
|
$286,328
0.06% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
978
shares
|
$286,035
0.14% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
976
shares
|
$285,450
0.1% of portfolio
|
Q1 2025
Added 0.62%
|