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 3,651 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 |
|---|---|---|---|---|---|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,650
shares
|
$478,731
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
1,648
shares
|
$478,150
0.01% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
1,647
shares
|
$477,860
0.06% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
1,647
shares
|
$477,860
0.28% of portfolio
|
Q1 2025
Reduced 66.71%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
1,645
shares
|
$477,280
0.13% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
1,644
shares
|
$476,990
0.23% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
1,642
shares
|
$476,409
0.02% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
1,641
shares
|
$476,119
0.31% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,640
shares
|
$475,829
0.32% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
1,636
shares
|
$474,669
0.12% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
1,631
shares
|
$473,218
0.17% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
1,628
shares
|
$472,347
0.04% of portfolio
|
Q1 2025
Added 77.54%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
1,622
shares
|
$470,607
0.25% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
1,622
shares
|
$470,607
0.12% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,621
shares
|
$470,316
0.08% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
1,621
shares
|
$470,316
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
1,619
shares
|
$469,736
0.08% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
1,618
shares
|
$469,446
0.08% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,618
shares
|
$469,446
0.12% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1,617
shares
|
$469,156
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
1,614
shares
|
$468,285
0.07% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
1,613
shares
|
$467,995
0.18% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,611
shares
|
$467,415
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Diamant Asset Management, Inc.
|
May 15, 2025 Q1 2025 |
1,610
shares
|
$467,125
0.31% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
1,610
shares
|
$467,125
0.11% of portfolio
|
Q1 2025
Reduced 13.16%
|