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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
4,899
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
4,896
shares
|
$1.42 Million
0.59% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
4,874
shares
|
$1.41 Million
0.4% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
4,873
shares
|
$1.41 Million
0.19% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,868
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,868
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,868
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
4,858
shares
|
$1.41 Million
0.83% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
4,849
shares
|
$1.41 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,846
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
4,839
shares
|
$1.4 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
4,835
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,830
shares
|
$1.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,825
shares
|
$1.4 Million
0.35% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,816
shares
|
$1.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
4,800
shares
|
$1.39 Million
1.2% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
4,800
shares
|
$1.39 Million
0.5% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
4,798
shares
|
$1.39 Million
0.34% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
4,789
shares
|
$1.39 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
4,789
shares
|
$1.39 Million
0.74% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
4,783
shares
|
$1.39 Million
0.34% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
4,775
shares
|
$1.39 Million
0.82% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
4,774
shares
|
$1.39 Million
1.29% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
4,760
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,757
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.46%
|