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 |
|---|---|---|---|---|---|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
2,335
shares
|
$677,476
0.16% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,333
shares
|
$676,896
0.44% of portfolio
|
Q2 2024
Added 250.3%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
2,333
shares
|
$676,896
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,333
shares
|
$676,896
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
2,333
shares
|
$676,896
0.63% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
2,329
shares
|
$675,736
0.03% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,328
shares
|
$675,445
0.1% of portfolio
|
Q4 2022
Added 22.98%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,325
shares
|
$674,575
0.48% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
2,324
shares
|
$674,285
0.01% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
2,315
shares
|
$671,674
0.43% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,314
shares
|
$671,383
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
2,310
shares
|
$670,223
0.04% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
2,308
shares
|
$669,643
0.27% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
2,307
shares
|
$669,352
0.34% of portfolio
|
Q1 2025
Added 46.57%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
2,307
shares
|
$669,352
0.19% of portfolio
|
Q1 2025
Added 130.01%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
2,306
shares
|
$669,062
0.13% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
2,300
shares
|
$667,322
0.07% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,299
shares
|
$667,031
0.39% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
2,294
shares
|
$665,581
0.16% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
2,293
shares
|
$665,291
0.2% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,293
shares
|
$665,291
0.13% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
2,286
shares
|
$663,260
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
2,283
shares
|
$662,389
0.06% of portfolio
|
Q1 2025
Reduced 79.57%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,281
shares
|
$661,809
0.12% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,280
shares
|
$661,519
0.08% of portfolio
|
Q1 2025
New holding
|