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 3,919 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$29,717
0.01% of portfolio
|
Q2 2023
Reduced 56.52%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$29,717
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
100
shares
|
$29,717
0.02% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
100
shares
|
$29,717
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
100
shares
|
$29,717
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
93
shares
|
$27,636
0.01% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
92
shares
|
$27,339
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
90
shares
|
$26,745
0.02% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
86
shares
|
$25,556
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
83
shares
|
$24,665
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
81
shares
|
$24,070
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
72
shares
|
$21,396
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
71
shares
|
$21,099
0.09% of portfolio
|
Q3 2025
Reduced 75.35%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
69
shares
|
$20,504
0.37% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
65
shares
|
$19,316
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
65
shares
|
$19,316
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
65
shares
|
$19,316
0.01% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
63
shares
|
$18,721
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
62
shares
|
$18,424
0.01% of portfolio
|
Q3 2025
Reduced 68.69%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
58
shares
|
$17,235
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
58
shares
|
$17,235
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
55
shares
|
$16,344
0.0% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
55
shares
|
$16,344
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
53
shares
|
$15,750
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
52
shares
|
$15,452
0.0% of portfolio
|
Q3 2025
Added 15.56%
|
|