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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
865
shares
|
$252,986
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
862
shares
|
$252,109
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
861
shares
|
$251,816
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
861
shares
|
$251,816
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
857
shares
|
$250,646
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
857
shares
|
$250,646
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
851
shares
|
$248,891
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
851
shares
|
$248,891
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
851
shares
|
$248,891
0.08% of portfolio
|
Q2 2022
Reduced 14.99%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
851
shares
|
$248,891
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
851
shares
|
$248,891
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Chickasaw Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
850
shares
|
$248,599
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
850
shares
|
$248,599
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
850
shares
|
$248,599
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
847
shares
|
$247,722
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 23, 2025 Q1 2025 |
847
shares
|
$247,722
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
845
shares
|
$247,137
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
845
shares
|
$247,137
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
845
shares
|
$247,137
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
842
shares
|
$246,259
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
841
shares
|
$245,967
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
841
shares
|
$245,967
0.05% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
840
shares
|
$245,674
0.19% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
839
shares
|
$245,382
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
838
shares
|
$245,089
0.09% of portfolio
|
Q1 2025
New holding
|