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 |
|---|---|---|---|---|---|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
715
shares
|
$209,116
0.02% of portfolio
|
Q1 2025
Reduced 40.52%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
712
shares
|
$208,238
0.11% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
705
shares
|
$206,191
0.11% of portfolio
|
Q1 2025
Added 156.36%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
703
shares
|
$205,606
0.04% of portfolio
|
Q2 2025
Reduced 42.42%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
702
shares
|
$205,313
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
688
shares
|
$201,219
0.06% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
686
shares
|
$200,634
0.14% of portfolio
|
Q1 2025
Reduced 20.69%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
683
shares
|
$199,757
0.13% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
676
shares
|
$197,709
0.11% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
674
shares
|
$197,124
0.06% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
673
shares
|
$196,832
0.04% of portfolio
|
Q1 2025
Added 52.95%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
673
shares
|
$196,832
0.03% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
672
shares
|
$196,539
0.14% of portfolio
|
Q1 2025
Added 83.61%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
670
shares
|
$195,954
0.05% of portfolio
|
Q1 2025
Added 75.39%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
668
shares
|
$195,369
0.08% of portfolio
|
Q1 2025
Reduced 57.04%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
660
shares
|
$193,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
654
shares
|
$191,275
0.02% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
632
shares
|
$184,841
0.15% of portfolio
|
Q1 2025
Added 92.1%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
620
shares
|
$181,331
0.15% of portfolio
|
Q4 2022
Reduced 74.82%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
612
shares
|
$178,991
0.1% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
611
shares
|
$178,699
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
609
shares
|
$178,114
0.04% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
607
shares
|
$177,529
0.09% of portfolio
|
Q2 2023
Reduced 14.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
602
shares
|
$176,066
0.04% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
600
shares
|
$175,482
0.12% of portfolio
|
Q1 2025
Reduced 45.45%
|