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 |
|---|---|---|---|---|---|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
1,047
shares
|
$306,216
0.23% of portfolio
|
Q1 2025
Reduced 78.87%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
1,047
shares
|
$306,216
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
1,047
shares
|
$306,216
0.17% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
1,047
shares
|
$306,216
0.21% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
1,045
shares
|
$305,631
0.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
1,044
shares
|
$305,338
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,042
shares
|
$304,753
0.11% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
1,041
shares
|
$304,461
0.06% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,039
shares
|
$303,876
0.01% of portfolio
|
Q4 2024
Reduced 68.21%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
1,039
shares
|
$303,876
0.3% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
1,039
shares
|
$303,876
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
1,037
shares
|
$303,291
0.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
1,037
shares
|
$303,291
0.19% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,035
shares
|
$302,706
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
1,030
shares
|
$301,244
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
1,029
shares
|
$300,951
0.13% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,029
shares
|
$300,951
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,029
shares
|
$300,951
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
1,029
shares
|
$300,951
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
1,027
shares
|
$300,366
0.07% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,026
shares
|
$300,074
0.09% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
1,025
shares
|
$299,781
0.14% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,024
shares
|
$299,489
0.17% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
1,024
shares
|
$299,489
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,020
shares
|
$298,319
0.02% of portfolio
|
Q1 2025
New holding
|