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 |
|---|---|---|---|---|---|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
2,482
shares
|
$720,127
0.63% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
2,475
shares
|
$718,096
0.46% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,475
shares
|
$718,096
0.13% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
2,475
shares
|
$718,096
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,471
shares
|
$716,935
0.05% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,465
shares
|
$715,195
0.08% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
2,465
shares
|
$715,195
0.21% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
2,465
shares
|
$715,195
0.5% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
2,462
shares
|
$714,324
0.36% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,462
shares
|
$714,324
0.17% of portfolio
|
Q2 2025
Reduced 33.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,460
shares
|
$713,744
0.11% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
2,458
shares
|
$713,164
0.16% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
2,457
shares
|
$712,873
0.52% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,457
shares
|
$712,873
0.18% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
2,452
shares
|
$711,423
0.66% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,451
shares
|
$711,133
0.32% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,444
shares
|
$709,102
0.02% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,438
shares
|
$707,361
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
2,436
shares
|
$706,781
0.32% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
2,435
shares
|
$706,490
0.41% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
2,435
shares
|
$706,490
0.06% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
2,432
shares
|
$705,620
0.13% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,431
shares
|
$705,330
0.3% of portfolio
|
Q1 2025
Added 60.99%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,429
shares
|
$704,750
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
2,426
shares
|
$703,879
0.1% of portfolio
|
Q4 2024
Added 18.69%
|