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 3,657 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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
3,520
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
3,517
shares
|
$1.02 Million
0.72% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
3,513
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,507
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2023
Reduced 11.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
3,507
shares
|
$1.02 Million
0.5% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
3,505
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
3,501
shares
|
$1.02 Million
0.4% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,498
shares
|
$1.01 Million
0.89% of portfolio
|
Q2 2022
Reduced 3.82%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
3,498
shares
|
$1.01 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,496
shares
|
$1.01 Million
0.48% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
3,492
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
3,489
shares
|
$1.01 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
3,485
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,485
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,479
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,477
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 3.14%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
3,477
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,476
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,476
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,467
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,467
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,461
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,460
shares
|
$1 Million
0.06% of portfolio
|
Q1 2025
Reduced 39.94%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
3,457
shares
|
$1 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
3,447
shares
|
$1 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.87%
|