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 |
|---|---|---|---|---|---|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
4,191
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
4,189
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,185
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
4,173
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
4,171
shares
|
$1.21 Million
0.29% of portfolio
|
Q1 2025
Added 64.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,165
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
4,146
shares
|
$1.2 Million
1.24% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,141
shares
|
$1.2 Million
0.45% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,133
shares
|
$1.2 Million
0.25% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
4,127
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,116
shares
|
$1.19 Million
0.23% of portfolio
|
Q4 2022
Reduced 99.29%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,116
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
4,116
shares
|
$1.19 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
4,116
shares
|
$1.19 Million
0.64% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,111
shares
|
$1.19 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
4,109
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
4,105
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Added 175.5%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
4,102
shares
|
$1.19 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
4,099
shares
|
$1.19 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
4,099
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
4,095
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
4,092
shares
|
$1.19 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
4,081
shares
|
$1.18 Million
0.39% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,077
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,071
shares
|
$1.18 Million
0.43% of portfolio
|
Q2 2025
Added 0.05%
|