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 |
|---|---|---|---|---|---|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
1,410
shares
|
$409,097
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
1,409
shares
|
$408,807
0.17% of portfolio
|
Q1 2025
Added 34.57%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
1,409
shares
|
$408,807
0.21% of portfolio
|
Q1 2025
Added 36.53%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,408
shares
|
$408,517
0.02% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
1,406
shares
|
$407,936
0.09% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,402
shares
|
$406,776
0.17% of portfolio
|
Q1 2025
Reduced 30.35%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
1,400
shares
|
$406,196
0.17% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Foundation Resource Management Inc
|
Apr 14, 2025 Q1 2025 |
1,399
shares
|
$405,905
0.05% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
1,396
shares
|
$405,035
0.14% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
1,395
shares
|
$404,745
0.11% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
1,392
shares
|
$403,874
0.15% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,388
shares
|
$402,714
0.1% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,387
shares
|
$402,424
0.13% of portfolio
|
Q4 2024
Added 89.74%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,385
shares
|
$401,843
0.11% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,385
shares
|
$401,843
0.09% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
1,384
shares
|
$401,553
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
1,379
shares
|
$400,103
0.0% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
1,378
shares
|
$399,812
0.14% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
1,378
shares
|
$399,812
0.26% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
1,376
shares
|
$399,232
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
1,375
shares
|
$398,942
0.08% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
1,375
shares
|
$398,942
0.13% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
1,365
shares
|
$396,041
0.05% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
1,363
shares
|
$395,460
0.39% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,356
shares
|
$393,429
0.13% of portfolio
|
Q1 2024
New holding
|