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 |
|---|---|---|---|---|---|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
2,155
shares
|
$625,251
0.39% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,153
shares
|
$624,671
0.01% of portfolio
|
Q1 2025
Added 21.84%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,145
shares
|
$622,350
0.08% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
2,144
shares
|
$622,060
0.29% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
2,142
shares
|
$621,479
0.33% of portfolio
|
Q1 2023
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
2,141
shares
|
$621,189
0.16% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
2,140
shares
|
$620,899
0.16% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
2,138
shares
|
$620,319
0.13% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
2,137
shares
|
$620,029
0.06% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
2,131
shares
|
$618,288
0.34% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
2,131
shares
|
$618,288
0.12% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,129
shares
|
$617,708
0.11% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
2,128
shares
|
$617,417
0.06% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
2,126
shares
|
$616,837
0.27% of portfolio
|
Q1 2025
Added 87.98%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
2,125
shares
|
$616,547
0.32% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
2,121
shares
|
$615,386
0.02% of portfolio
|
Q1 2025
Reduced 43.84%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
2,121
shares
|
$615,386
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
2,120
shares
|
$615,096
0.04% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,119
shares
|
$614,806
0.17% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,119
shares
|
$614,806
0.18% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,119
shares
|
$614,806
0.21% of portfolio
|
Q1 2025
Added 89.37%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,118
shares
|
$614,516
0.29% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
2,111
shares
|
$612,485
0.1% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,108
shares
|
$611,615
0.31% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,102
shares
|
$609,874
0.13% of portfolio
|
Q1 2025
Added 9.94%
|