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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$732,893
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
2,525
shares
|
$732,603
0.51% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
2,518
shares
|
$730,572
0.09% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
2,507
shares
|
$727,380
0.14% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,503
shares
|
$726,220
0.15% of portfolio
|
Q2 2025
Added 150.55%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
2,503
shares
|
$726,220
0.33% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
2,502
shares
|
$725,930
0.16% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
2,502
shares
|
$725,930
0.06% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,501
shares
|
$725,640
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,500
shares
|
$725,350
0.11% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
2,500
shares
|
$725,350
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
2,500
shares
|
$725,350
0.15% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,500
shares
|
$725,350
0.25% of portfolio
|
Q1 2025
Added 78.44%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
2,499
shares
|
$725,059
0.19% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,496
shares
|
$724,189
0.21% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,495
shares
|
$723,899
0.08% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,493
shares
|
$723,319
0.24% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,492
shares
|
$723,028
0.02% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,490
shares
|
$722,448
0.08% of portfolio
|
Q1 2023
Reduced 10.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,489
shares
|
$722,158
0.08% of portfolio
|
Q1 2025
Added 155.02%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,485
shares
|
$720,997
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,485
shares
|
$720,997
0.07% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,484
shares
|
$720,707
0.1% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
2,484
shares
|
$720,707
0.23% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
2,483
shares
|
$720,417
0.07% of portfolio
|
Q4 2024
Reduced 13.87%
|