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 |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,022
shares
|
$876,803
0.14% of portfolio
|
Q4 2023
Added 1.31%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
3,022
shares
|
$876,803
0.24% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,019
shares
|
$875,932
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
3,016
shares
|
$875,062
0.17% of portfolio
|
Q4 2024
Added 1613.64%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,014
shares
|
$874,481
0.06% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
3,014
shares
|
$874,481
0.22% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
3,008
shares
|
$872,741
0.19% of portfolio
|
Q3 2024
Added 36.23%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
3,003
shares
|
$871,290
0.12% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
3,001
shares
|
$870,710
0.14% of portfolio
|
Q1 2025
Added 114.05%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$870,420
0.07% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,999
shares
|
$870,129
0.09% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
2,999
shares
|
$870,129
0.29% of portfolio
|
Q1 2025
Added 33.17%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
2,998
shares
|
$869,839
0.37% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
2,997
shares
|
$869,549
0.06% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,996
shares
|
$869,259
0.11% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,991
shares
|
$867,808
0.75% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
2,983
shares
|
$865,487
0.06% of portfolio
|
Q1 2025
Reduced 66.19%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
2,978
shares
|
$864,036
0.09% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
2,972
shares
|
$862,296
0.43% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
2,971
shares
|
$862,005
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
2,970
shares
|
$861,715
0.16% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
2,969
shares
|
$861,425
0.05% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,964
shares
|
$859,974
0.07% of portfolio
|
Q2 2025
Added 38.76%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,962
shares
|
$859,394
0.08% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,961
shares
|
$859,104
0.02% of portfolio
|
Q3 2023
Added 16.35%
|