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 |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,446
shares
|
$999,822
0.05% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,442
shares
|
$998,661
0.41% of portfolio
|
Q4 2022
Added 4.94%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
3,442
shares
|
$998,661
0.18% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
3,439
shares
|
$997,791
0.23% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
3,434
shares
|
$996,340
0.49% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
3,424
shares
|
$993,439
0.26% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
3,418
shares
|
$991,698
0.42% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
3,410
shares
|
$989,377
0.14% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
3,403
shares
|
$987,346
0.37% of portfolio
|
Q1 2025
Added 37.27%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
3,402
shares
|
$987,056
0.15% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
3,393
shares
|
$984,445
0.44% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
3,392
shares
|
$984,154
0.15% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,390
shares
|
$983,574
0.07% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,384
shares
|
$981,833
0.19% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
3,383
shares
|
$981,543
0.74% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,379
shares
|
$980,383
0.46% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,377
shares
|
$979,802
0.03% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,374
shares
|
$978,932
0.3% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
3,365
shares
|
$976,321
0.24% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
3,355
shares
|
$973,419
0.24% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
3,354
shares
|
$973,129
0.32% of portfolio
|
Q1 2024
Added 7.26%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,353
shares
|
$972,839
0.28% of portfolio
|
Q1 2025
Reduced 85.77%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
3,350
shares
|
$971,969
0.43% of portfolio
|
Q1 2025
Added 96.25%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
3,348
shares
|
$971,388
0.39% of portfolio
|
Q1 2025
Reduced 28.35%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
3,343
shares
|
$969,938
0.19% of portfolio
|
Q1 2025
Reduced 0.77%
|