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 |
|---|---|---|---|---|---|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
2,000
shares
|
$580,280
0.25% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
1,999
shares
|
$579,989
0.28% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,995
shares
|
$578,829
0.07% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
1,994
shares
|
$578,539
0.31% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,990
shares
|
$577,378
0.39% of portfolio
|
Q1 2025
Added 49.18%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,984
shares
|
$575,637
0.07% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
1,982
shares
|
$575,057
0.2% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
1,980
shares
|
$574,477
0.22% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
1,976
shares
|
$573,316
0.17% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,975
shares
|
$573,026
0.28% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,972
shares
|
$572,156
0.06% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
1,970
shares
|
$571,575
0.09% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
1,968
shares
|
$570,995
0.08% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
1,962
shares
|
$569,254
0.1% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,961
shares
|
$568,964
0.12% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
1,959
shares
|
$568,384
0.48% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
1,958
shares
|
$568,094
0.1% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
1,953
shares
|
$566,643
0.15% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,953
shares
|
$566,643
0.09% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
1,950
shares
|
$565,773
0.09% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,948
shares
|
$565,192
0.04% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,946
shares
|
$564,612
0.06% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,944
shares
|
$564,032
0.19% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,938
shares
|
$562,291
0.06% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,938
shares
|
$562,291
0.17% of portfolio
|
Q2 2025
Added 10.62%
|