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 |
|---|---|---|---|---|---|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
1,540
shares
|
$446,815
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
1,539
shares
|
$446,525
0.29% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
1,535
shares
|
$445,364
0.06% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,528
shares
|
$443,333
0.87% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Baugh & Associates, LLC
|
Apr 23, 2025 Q1 2025 |
1,527
shares
|
$443,043
0.18% of portfolio
|
Q3 2024
Added 25.27%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
1,526
shares
|
$442,753
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
1,524
shares
|
$442,173
0.39% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,523
shares
|
$441,883
0.11% of portfolio
|
Q3 2023
Added 2.21%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,519
shares
|
$440,722
0.16% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,518
shares
|
$440,432
0.08% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,512
shares
|
$438,691
0.04% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,512
shares
|
$438,691
0.23% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
1,511
shares
|
$438,401
0.37% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,511
shares
|
$438,401
0.06% of portfolio
|
Q1 2025
Reduced 61.71%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,509
shares
|
$437,821
0.0% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
1,508
shares
|
$437,531
0.21% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
1,504
shares
|
$436,370
0.11% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,504
shares
|
$436,370
0.18% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
1,502
shares
|
$435,790
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Guardian Investment Management
|
Apr 25, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.3% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
May 07, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.1% of portfolio
|
Q2 2020
Reduced 69.22%
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
May 14, 2025 Q1 2025 |
1,500
shares
|
$435,210
0.3% of portfolio
|
Q1 2024
Reduced 98.41%
|