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 |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
109
shares
|
$31,879
0.01% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
109
shares
|
$31,879
0.03% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
106
shares
|
$31,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
104
shares
|
$30,416
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
102
shares
|
$29,831
0.01% of portfolio
|
Q2 2022
Reduced 8.93%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
102
shares
|
$29,831
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
100
shares
|
$29,247
0.02% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
100
shares
|
$29,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$29,247
0.01% of portfolio
|
Q4 2018
Reduced 83.84%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$29,247
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$29,247
0.01% of portfolio
|
Q2 2023
Reduced 56.52%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
100
shares
|
$29,247
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
100
shares
|
$29,247
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
99
shares
|
$28,954
0.02% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
92
shares
|
$26,907
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
90
shares
|
$26,322
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
87
shares
|
$25,444
0.01% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
87
shares
|
$25,444
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
85
shares
|
$24,859
0.01% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
85
shares
|
$24,859
0.01% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
85
shares
|
$24,859
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
82
shares
|
$23,982
0.02% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
81
shares
|
$23,690
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
80
shares
|
$23,397
0.01% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
75
shares
|
$21,935
0.0% of portfolio
|
Q1 2024
Reduced 1.32%
|