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 |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,603
shares
|
$755,234
0.02% of portfolio
|
Q1 2022
Added 0.62%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
2,600
shares
|
$754,364
0.1% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,598
shares
|
$753,783
0.13% of portfolio
|
Q1 2025
Added 28.87%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,597
shares
|
$753,493
0.16% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
2,595
shares
|
$752,913
0.22% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,595
shares
|
$752,913
0.07% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,587
shares
|
$750,592
0.11% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
2,583
shares
|
$749,431
0.07% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
2,581
shares
|
$748,851
0.08% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,580
shares
|
$748,561
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
2,573
shares
|
$746,530
0.01% of portfolio
|
Q4 2023
Reduced 38.59%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
2,572
shares
|
$746,240
0.04% of portfolio
|
Q1 2025
Reduced 29.34%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
2,571
shares
|
$745,949
0.34% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,569
shares
|
$745,369
0.08% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,562
shares
|
$743,338
0.05% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
2,560
shares
|
$742,758
0.32% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,551
shares
|
$740,147
0.38% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
2,548
shares
|
$739,276
0.04% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,545
shares
|
$738,406
0.09% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
2,540
shares
|
$736,955
0.04% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,536
shares
|
$735,795
0.13% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
2,536
shares
|
$735,795
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
2,533
shares
|
$734,924
0.04% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,528
shares
|
$733,473
0.05% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,526
shares
|
$732,893
0.39% of portfolio
|
Q1 2025
Reduced 31.71%
|