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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
7,387
shares
|
$2.14 Million
1.07% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
7,347
shares
|
$2.13 Million
0.7% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
7,333
shares
|
$2.13 Million
0.19% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
7,318
shares
|
$2.12 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,316
shares
|
$2.12 Million
0.19% of portfolio
|
Q1 2024
Added 173.5%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
7,315
shares
|
$2.12 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
7,311
shares
|
$2.12 Million
0.1% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
7,243
shares
|
$2.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
7,191
shares
|
$2.09 Million
0.11% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
7,162
shares
|
$2.08 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,148
shares
|
$2.07 Million
0.21% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
7,140
shares
|
$2.07 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
7,135
shares
|
$2.07 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
7,100
shares
|
$2.06 Million
1.61% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
7,073
shares
|
$2.05 Million
0.72% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,069
shares
|
$2.05 Million
0.05% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
7,068
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
7,054
shares
|
$2.05 Million
1.45% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
7,050
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,043
shares
|
$2.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,043
shares
|
$2.04 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,035
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
7,030
shares
|
$2.04 Million
0.23% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,024
shares
|
$2.04 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
7,021
shares
|
$2.04 Million
0.13% of portfolio
|
Q1 2025
Added 8.5%
|