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 |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
6,086
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2023
Added 23.98%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
6,067
shares
|
$1.76 Million
1.28% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,058
shares
|
$1.76 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
6,049
shares
|
$1.76 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
6,045
shares
|
$1.75 Million
0.31% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
6,040
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
6,028
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2023
Reduced 2.03%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
6,009
shares
|
$1.74 Million
0.21% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
6,007
shares
|
$1.74 Million
0.19% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
5,964
shares
|
$1.73 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,957
shares
|
$1.73 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
5,954
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.18%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
5,950
shares
|
$1.73 Million
1.03% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
5,936
shares
|
$1.72 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,924
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2021
Added 0.13%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
5,920
shares
|
$1.72 Million
0.69% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
5,908
shares
|
$1.71 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
5,895
shares
|
$1.71 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,894
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
5,894
shares
|
$1.71 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
5,889
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2023
Added 7.29%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,879
shares
|
$1.71 Million
0.42% of portfolio
|
Q2 2022
Added 27.94%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
5,871
shares
|
$1.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 52.88%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
5,869
shares
|
$1.7 Million
0.55% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
5,861
shares
|
$1.7 Million
0.13% of portfolio
|
Q1 2025
Added 13.3%
|