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 |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
3,602
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
3,601
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
3,595
shares
|
$1.04 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,593
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,591
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
3,585
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
3,584
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
3,584
shares
|
$1.04 Million
0.45% of portfolio
|
Q4 2023
Added 2.52%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
3,583
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,570
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
3,569
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
3,567
shares
|
$1.03 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,566
shares
|
$1.03 Million
0.99% of portfolio
|
Q1 2024
Added 7.22%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
3,562
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
3,554
shares
|
$1.03 Million
0.45% of portfolio
|
Q1 2025
Added 44.82%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
3,550
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Added 37.97%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,547
shares
|
$1.03 Million
0.76% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3,546
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,538
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,531
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,529
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
3,529
shares
|
$1.02 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
3,528
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Added 54.2%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
3,526
shares
|
$1.02 Million
0.53% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
3,526
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 8.66%
|