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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
7,009
shares
|
$2.03 Million
0.67% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
7,005
shares
|
$2.03 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
7,000
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
7,000
shares
|
$2.03 Million
3.93% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
7,000
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,997
shares
|
$2.03 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
6,990
shares
|
$2.03 Million
0.97% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
6,977
shares
|
$2.02 Million
0.31% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
6,967
shares
|
$2.02 Million
0.83% of portfolio
|
Q1 2025
Added 97.7%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
6,966
shares
|
$2.02 Million
0.15% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
6,953
shares
|
$2.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
6,945
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
6,930
shares
|
$2.01 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
6,926
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
6,910
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
6,902
shares
|
$2 Million
0.16% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
6,900
shares
|
$2 Million
0.22% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
6,885
shares
|
$2 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
6,857
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Added 460.67%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
6,841
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
6,836
shares
|
$1.98 Million
0.83% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
6,825
shares
|
$1.98 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
6,800
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
6,799
shares
|
$1.97 Million
0.36% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,790
shares
|
$1.97 Million
0.27% of portfolio
|
Q1 2025
Added 0.01%
|