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 3,641 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 |
|---|---|---|---|---|---|
|
Goal Fusion Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
837
shares
|
$244,797
0.11% of portfolio
|
Q1 2025
Reduced 45.54%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
836
shares
|
$244,504
0.11% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
835
shares
|
$244,212
0.08% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
835
shares
|
$244,212
0.05% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
835
shares
|
$244,212
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
833
shares
|
$243,627
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
831
shares
|
$243,042
0.05% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
831
shares
|
$243,042
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
830
shares
|
$242,750
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
828
shares
|
$242,165
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
827
shares
|
$241,872
0.03% of portfolio
|
Q1 2025
Reduced 43.89%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
826
shares
|
$241,580
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
825
shares
|
$241,287
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
825
shares
|
$241,287
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
825
shares
|
$241,287
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
824
shares
|
$240,995
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
820
shares
|
$239,825
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
820
shares
|
$239,825
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
819
shares
|
$239,532
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
819
shares
|
$239,532
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
818
shares
|
$239,240
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
816
shares
|
$238,655
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
814
shares
|
$238,070
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
812
shares
|
$237,485
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
812
shares
|
$237,485
0.05% of portfolio
|
Q1 2025
New holding
|