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 3,661 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 $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
9,953
shares
|
$2.89 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
9,950
shares
|
$2.89 Million
1.23% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
9,901
shares
|
$2.87 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
9,889
shares
|
$2.87 Million
0.55% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,887
shares
|
$2.87 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
9,867
shares
|
$2.86 Million
1.55% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,865
shares
|
$2.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,863
shares
|
$2.86 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,860
shares
|
$2.86 Million
0.17% of portfolio
|
Q2 2022
Reduced 5.2%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,826
shares
|
$2.85 Million
0.62% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
9,814
shares
|
$2.85 Million
0.76% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,807
shares
|
$2.85 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
9,805
shares
|
$2.84 Million
0.13% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,798
shares
|
$2.84 Million
0.09% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
9,795
shares
|
$2.84 Million
0.65% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
9,788
shares
|
$2.84 Million
0.53% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
9,767
shares
|
$2.83 Million
0.09% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
9,762
shares
|
$2.83 Million
0.1% of portfolio
|
Q3 2022
Added 0.72%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
9,762
shares
|
$2.83 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
9,758
shares
|
$2.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
9,753
shares
|
$2.83 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
9,753
shares
|
$2.83 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
9,747
shares
|
$2.83 Million
1.04% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
9,712
shares
|
$2.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,708
shares
|
$2.82 Million
0.27% of portfolio
|
Q2 2025
Added 10.03%
|