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 3,447 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
294
shares
|
$77,833
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
292
shares
|
$77,304
0.02% of portfolio
|
Q2 2022
Added 135.48%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
288
shares
|
$76,245
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
287
shares
|
$75,980
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
275
shares
|
$72,803
0.04% of portfolio
|
Q1 2024
Reduced 81.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
271
shares
|
$71,744
0.02% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
270
shares
|
$71,479
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
258
shares
|
$68,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
255
shares
|
$67,508
0.02% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$66,185
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
250
shares
|
$66,185
0.03% of portfolio
|
Q4 2024
Reduced 44.2%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
248
shares
|
$65,655
0.02% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
243
shares
|
$64,331
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
230
shares
|
$60,890
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
220
shares
|
$58,242
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
M & L Capital Management LTD
London, X0 |
Feb 10, 2025 Q4 2024 |
220
shares
|
$58,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
217
shares
|
$57,448
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
215
shares
|
$56,919
0.02% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
207
shares
|
$54,801
0.02% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
207
shares
|
$54,801
0.02% of portfolio
|
Q4 2024
Reduced 38.39%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
206
shares
|
$54,536
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
202
shares
|
$53,477
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$52,948
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
200
shares
|
$52,948
0.03% of portfolio
|
Q1 2024
Added 31.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
200
shares
|
$52,948
0.08% of portfolio
|
Q4 2024
Reduced 88.32%
|