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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,054
shares
|
$595,947
0.07% of portfolio
|
Q1 2025
Added 35.4%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
2,053
shares
|
$595,657
0.04% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
2,053
shares
|
$595,657
0.07% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
2,052
shares
|
$595,367
0.47% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,052
shares
|
$595,367
0.24% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,050
shares
|
$594,787
0.05% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
2,040
shares
|
$591,885
0.02% of portfolio
|
Q4 2021
Reduced 91.51%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
2,037
shares
|
$591,015
0.04% of portfolio
|
Q1 2025
Reduced 79.66%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
2,037
shares
|
$591,015
0.2% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,036
shares
|
$590,725
0.03% of portfolio
|
Q3 2023
Added 48.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
2,036
shares
|
$590,725
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,031
shares
|
$589,274
0.05% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
2,029
shares
|
$588,694
0.17% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
2,029
shares
|
$588,694
0.09% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
2,023
shares
|
$586,953
0.17% of portfolio
|
Q1 2025
Added 122.06%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,019
shares
|
$585,792
0.1% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,018
shares
|
$585,502
0.24% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,015
shares
|
$584,632
0.07% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,012
shares
|
$583,761
0.11% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,011
shares
|
$583,471
0.13% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
2,007
shares
|
$582,310
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
2,004
shares
|
$581,440
0.4% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
2,004
shares
|
$581,440
0.32% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
2,002
shares
|
$580,860
0.4% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$580,280
0.0% of portfolio
|
Q1 2025
Reduced 99.08%
|