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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
8,480
shares
|
$2.46 Million
0.21% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
8,458
shares
|
$2.45 Million
0.18% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
8,455
shares
|
$2.45 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
8,448
shares
|
$2.45 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,440
shares
|
$2.45 Million
0.34% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
8,426
shares
|
$2.44 Million
0.92% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
8,407
shares
|
$2.44 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
8,378
shares
|
$2.43 Million
0.07% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
8,349
shares
|
$2.42 Million
0.1% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,312
shares
|
$2.41 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
8,302
shares
|
$2.41 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
8,286
shares
|
$2.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
8,257
shares
|
$2.4 Million
0.2% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
8,249
shares
|
$2.39 Million
2.37% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
8,231
shares
|
$2.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Steinberg Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,227
shares
|
$2.39 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
8,217
shares
|
$2.38 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
8,208
shares
|
$2.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
8,188
shares
|
$2.38 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
8,174
shares
|
$2.37 Million
0.51% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
8,160
shares
|
$2.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
8,155
shares
|
$2.37 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
8,148
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
8,147
shares
|
$2.36 Million
1.2% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
8,134
shares
|
$2.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.73%
|