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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
497
shares
|
$145,357
0.02% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
493
shares
|
$144,187
0.03% of portfolio
|
Q2 2024
Reduced 12.43%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
492
shares
|
$143,895
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
485
shares
|
$141,847
0.05% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
476
shares
|
$139,215
0.01% of portfolio
|
Q1 2025
Reduced 27.11%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
470
shares
|
$137,460
0.02% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
466
shares
|
$136,291
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
460
shares
|
$134,536
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
456
shares
|
$133,366
0.08% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
455
shares
|
$133,073
0.01% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
455
shares
|
$133,073
0.09% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
452
shares
|
$132,196
0.04% of portfolio
|
Q4 2024
Reduced 33.63%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
451
shares
|
$131,903
0.03% of portfolio
|
Q1 2024
Reduced 87.35%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
450
shares
|
$131,611
0.05% of portfolio
|
Q2 2022
Reduced 4.86%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
449
shares
|
$131,319
0.02% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
449
shares
|
$131,319
0.08% of portfolio
|
Q3 2023
Reduced 52.69%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
444
shares
|
$129,856
0.03% of portfolio
|
Q1 2025
Added 74.12%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
439
shares
|
$128,394
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
433
shares
|
$126,639
0.07% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
432
shares
|
$126,347
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
432
shares
|
$126,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
432
shares
|
$126,347
0.02% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
428
shares
|
$125,177
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
426
shares
|
$124,592
0.03% of portfolio
|
Q2 2025
Reduced 47.6%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
425
shares
|
$124,299
0.08% of portfolio
|
Q1 2025
New holding
|