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 |
|---|---|---|---|---|---|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
946
shares
|
$276,676
0.1% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
946
shares
|
$276,676
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
945
shares
|
$276,384
0.01% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
943
shares
|
$275,799
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
942
shares
|
$275,506
0.05% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
942
shares
|
$275,506
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
942
shares
|
$275,506
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
941
shares
|
$275,214
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
939
shares
|
$274,629
0.19% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
939
shares
|
$274,629
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
936
shares
|
$273,751
0.27% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
935
shares
|
$273,459
0.21% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
932
shares
|
$272,582
0.13% of portfolio
|
Q1 2025
Added 16.94%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
932
shares
|
$272,582
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
931
shares
|
$272,289
0.21% of portfolio
|
Q1 2025
Reduced 65.86%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
930
shares
|
$271,997
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
930
shares
|
$271,997
0.1% of portfolio
|
Q4 2023
Reduced 41.88%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
927
shares
|
$271,119
0.01% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
927
shares
|
$271,119
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
923
shares
|
$269,949
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
923
shares
|
$269,949
0.23% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
919
shares
|
$268,779
0.05% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
917
shares
|
$268,194
0.01% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
917
shares
|
$268,194
0.1% of portfolio
|
Q2 2024
Reduced 77.07%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
916
shares
|
$267,902
0.02% of portfolio
|
Q1 2025
New holding
|