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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
975
shares
|
$285,158
0.06% of portfolio
|
Q1 2025
Reduced 75.87%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
975
shares
|
$285,158
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
973
shares
|
$284,573
0.25% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
972
shares
|
$284,280
0.01% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
970
shares
|
$283,695
0.15% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
970
shares
|
$283,695
0.14% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
969
shares
|
$283,403
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
968
shares
|
$283,110
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
968
shares
|
$283,110
0.33% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
966
shares
|
$282,526
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
963
shares
|
$281,648
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
962
shares
|
$281,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
962
shares
|
$281,356
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
960
shares
|
$280,771
0.3% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
958
shares
|
$280,186
0.07% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
957
shares
|
$279,893
0.05% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
955
shares
|
$279,308
0.05% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
955
shares
|
$279,308
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
954
shares
|
$279,016
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
953
shares
|
$278,723
0.09% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
950
shares
|
$277,846
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
950
shares
|
$277,846
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
949
shares
|
$277,554
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
948
shares
|
$277,261
0.1% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
948
shares
|
$277,261
0.05% of portfolio
|
Q1 2025
Reduced 2.57%
|