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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,070
shares
|
$312,942
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,070
shares
|
$312,942
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
1,070
shares
|
$312,942
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,068
shares
|
$312,357
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
1,068
shares
|
$312,357
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,066
shares
|
$311,773
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
1,064
shares
|
$311,188
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
1,064
shares
|
$311,188
0.21% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
1,063
shares
|
$310,895
0.05% of portfolio
|
Q1 2025
Reduced 57.19%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
1,063
shares
|
$310,895
0.02% of portfolio
|
Q4 2024
Reduced 59.44%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
1,062
shares
|
$310,603
0.03% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
1,061
shares
|
$310,310
0.07% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
1,061
shares
|
$310,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
1,059
shares
|
$309,725
0.2% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,054
shares
|
$308,263
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
1,054
shares
|
$308,263
0.12% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,053
shares
|
$307,970
0.01% of portfolio
|
Q1 2025
Added 45.04%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
1,052
shares
|
$307,678
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,050
shares
|
$307,093
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
1,050
shares
|
$307,093
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
1,050
shares
|
$307,093
0.12% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
1,050
shares
|
$307,093
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
1,050
shares
|
$307,093
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,050
shares
|
$307,093
0.17% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
1,049
shares
|
$306,801
0.05% of portfolio
|
Q1 2025
Added 3.45%
|