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 |
|---|---|---|---|---|---|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
915
shares
|
$267,610
0.05% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
914
shares
|
$267,317
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
914
shares
|
$267,317
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
913
shares
|
$267,025
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
911
shares
|
$266,440
0.09% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
911
shares
|
$266,440
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
911
shares
|
$266,440
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
906
shares
|
$264,977
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
906
shares
|
$264,977
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
906
shares
|
$264,977
0.04% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
905
shares
|
$264,685
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
905
shares
|
$264,685
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
902
shares
|
$263,807
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
902
shares
|
$263,807
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
902
shares
|
$263,807
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
901
shares
|
$263,515
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
900
shares
|
$263,223
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
900
shares
|
$263,223
0.06% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
900
shares
|
$263,223
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
900
shares
|
$263,223
0.3% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
900
shares
|
$263,223
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
899
shares
|
$262,930
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
899
shares
|
$262,930
0.09% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
899
shares
|
$262,930
0.04% of portfolio
|
Q1 2025
Reduced 41.4%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
899
shares
|
$262,930
0.07% of portfolio
|
Q1 2025
Reduced 17.07%
|