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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
2,422
shares
|
$702,719
0.07% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
2,420
shares
|
$702,138
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
2,418
shares
|
$701,558
0.45% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,414
shares
|
$700,397
0.06% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,408
shares
|
$698,657
0.03% of portfolio
|
Q1 2025
Added 58.21%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
2,407
shares
|
$698,366
0.12% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
2,400
shares
|
$696,336
0.12% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
2,400
shares
|
$696,336
0.04% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,400
shares
|
$696,336
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,398
shares
|
$695,755
0.44% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,397
shares
|
$695,465
0.2% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
2,394
shares
|
$694,595
0.07% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
2,391
shares
|
$693,724
0.13% of portfolio
|
Q1 2025
Added 32.32%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
2,390
shares
|
$693,434
0.04% of portfolio
|
Q1 2025
Added 69.02%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
2,388
shares
|
$692,854
0.04% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
2,388
shares
|
$692,854
0.2% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,387
shares
|
$692,564
0.02% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
2,382
shares
|
$691,113
0.19% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
2,377
shares
|
$689,662
0.21% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
2,377
shares
|
$689,662
0.44% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
2,365
shares
|
$686,181
0.41% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Independent Investors Inc
|
May 01, 2025 Q1 2025 |
2,350
shares
|
$681,829
0.12% of portfolio
|
Q4 2023
Reduced 22.95%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
2,348
shares
|
$681,248
0.19% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,341
shares
|
$679,217
0.07% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,341
shares
|
$679,217
0.06% of portfolio
|
Q3 2024
Reduced 10.17%
|