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 3,647 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 $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
1,351
shares
|
$395,126
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,349
shares
|
$394,542
0.21% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
1,348
shares
|
$394,249
0.09% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,347
shares
|
$393,957
0.05% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,346
shares
|
$393,664
0.43% of portfolio
|
Q3 2022
Reduced 0.74%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,345
shares
|
$393,372
0.05% of portfolio
|
Q1 2025
Reduced 30.38%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
1,344
shares
|
$393,079
0.12% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
1,344
shares
|
$393,079
0.13% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
1,341
shares
|
$392,202
0.13% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
1,340
shares
|
$391,909
0.06% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,339
shares
|
$391,617
0.05% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
1,338
shares
|
$391,324
0.03% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,338
shares
|
$391,324
0.11% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
1,338
shares
|
$391,324
0.21% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
1,334
shares
|
$390,154
0.33% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,333
shares
|
$389,862
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,333
shares
|
$389,862
0.02% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
1,329
shares
|
$388,692
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
1,327
shares
|
$388,107
0.33% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
1,326
shares
|
$387,815
0.02% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
1,323
shares
|
$386,937
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
1,320
shares
|
$386,060
0.06% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,319
shares
|
$385,767
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
1,317
shares
|
$385,182
0.33% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
1,316
shares
|
$384,890
0.06% of portfolio
|
Q2 2024
Added 7.87%
|