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 |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
897
shares
|
$262,345
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
895
shares
|
$261,760
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
894
shares
|
$261,468
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
893
shares
|
$261,175
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
891
shares
|
$260,590
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
May 09, 2025 Q1 2025 |
891
shares
|
$260,590
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
890
shares
|
$260,298
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
888
shares
|
$259,713
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
888
shares
|
$259,713
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
887
shares
|
$259,420
0.07% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
887
shares
|
$259,420
0.07% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
887
shares
|
$259,420
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
886
shares
|
$259,128
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
885
shares
|
$258,835
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
885
shares
|
$258,835
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
880
shares
|
$257,373
0.07% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
879
shares
|
$257,081
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
879
shares
|
$257,081
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
875
shares
|
$255,911
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
874
shares
|
$255,618
0.11% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
873
shares
|
$255,326
0.2% of portfolio
|
Q1 2025
Reduced 36.14%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
870
shares
|
$254,448
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
870
shares
|
$254,448
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
868
shares
|
$253,863
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
865
shares
|
$252,986
0.17% of portfolio
|
Q1 2025
New holding
|