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 |
|---|---|---|---|---|---|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
5,861
shares
|
$1.7 Million
0.92% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,858
shares
|
$1.7 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,849
shares
|
$1.7 Million
0.55% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
5,849
shares
|
$1.7 Million
0.72% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
5,848
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,831
shares
|
$1.69 Million
0.95% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,830
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
5,810
shares
|
$1.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
5,800
shares
|
$1.68 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
5,769
shares
|
$1.67 Million
0.55% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,767
shares
|
$1.67 Million
0.15% of portfolio
|
Q3 2024
Added 37.93%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,767
shares
|
$1.67 Million
0.3% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,754
shares
|
$1.67 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
5,745
shares
|
$1.67 Million
0.26% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
5,730
shares
|
$1.66 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
5,710
shares
|
$1.66 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
5,698
shares
|
$1.65 Million
1.4% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,688
shares
|
$1.65 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,686
shares
|
$1.65 Million
0.6% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,679
shares
|
$1.65 Million
0.42% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,677
shares
|
$1.65 Million
1.67% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
5,673
shares
|
$1.65 Million
0.22% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
5,662
shares
|
$1.64 Million
0.48% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,639
shares
|
$1.64 Million
0.07% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
5,625
shares
|
$1.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.64%
|