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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
4,065
shares
|
$1.18 Million
0.62% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
4,061
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
4,060
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,059
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,049
shares
|
$1.17 Million
0.41% of portfolio
|
Q2 2022
Added 23.37%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,047
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
4,044
shares
|
$1.17 Million
0.84% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
4,039
shares
|
$1.17 Million
0.68% of portfolio
|
Q2 2025
Added 85.79%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
4,038
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,035
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.88%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,018
shares
|
$1.17 Million
0.32% of portfolio
|
Q2 2023
Added 31.39%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
4,017
shares
|
$1.17 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,015
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,013
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,010
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 27.02%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
4,000
shares
|
$1.16 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
3,974
shares
|
$1.15 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
3,972
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,964
shares
|
$1.15 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,962
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,962
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,952
shares
|
$1.15 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,949
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 97.55%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,944
shares
|
$1.14 Million
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
3,941
shares
|
$1.14 Million
0.7% of portfolio
|
Q1 2025
Added 1.94%
|