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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
3,220
shares
|
$934,250
0.35% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
3,213
shares
|
$932,219
0.2% of portfolio
|
Q4 2024
Reduced 27.52%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
3,204
shares
|
$929,608
0.31% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
3,203
shares
|
$929,318
0.4% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
3,200
shares
|
$928,448
0.34% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
3,183
shares
|
$923,515
0.12% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
3,181
shares
|
$922,935
0.49% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,176
shares
|
$921,484
0.09% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
3,170
shares
|
$919,743
0.23% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
3,162
shares
|
$917,422
0.38% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
3,160
shares
|
$916,842
0.29% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,150
shares
|
$913,941
1.15% of portfolio
|
Q3 2022
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,147
shares
|
$913,070
0.32% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
3,144
shares
|
$912,200
0.12% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,141
shares
|
$911,329
0.09% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
3,139
shares
|
$910,749
0.34% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,136
shares
|
$909,879
0.04% of portfolio
|
Q3 2022
Reduced 1.51%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
3,132
shares
|
$908,718
0.13% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
3,126
shares
|
$906,977
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
3,124
shares
|
$906,397
0.36% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
3,123
shares
|
$906,107
0.07% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
3,123
shares
|
$906,107
0.11% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,119
shares
|
$904,946
0.27% of portfolio
|
Q4 2023
Added 12.4%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,118
shares
|
$904,656
0.79% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,109
shares
|
$902,045
0.18% of portfolio
|
Q4 2024
Reduced 47.92%
|