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 |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
197
shares
|
$52,153
0.0% of portfolio
|
Q4 2023
Reduced 82.04%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
197
shares
|
$52,153
0.03% of portfolio
|
Q3 2023
Reduced 19.59%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
195
shares
|
$51,624
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
192
shares
|
$50,830
0.03% of portfolio
|
Q4 2024
Added 174.29%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
186
shares
|
$49,241
0.03% of portfolio
|
Q4 2023
Reduced 64.84%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
181
shares
|
$47,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
175
shares
|
$46,329
0.03% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
170
shares
|
$45,005
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
161
shares
|
$42,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
160
shares
|
$42,358
0.01% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
157
shares
|
$41,564
0.02% of portfolio
|
Q4 2024
Added 134.33%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
156
shares
|
$41,299
0.02% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
154
shares
|
$40,769
0.02% of portfolio
|
Q3 2024
Reduced 64.68%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
150
shares
|
$39,711
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
147
shares
|
$38,916
0.0% of portfolio
|
Q1 2024
Reduced 17.88%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
145
shares
|
$38,387
0.01% of portfolio
|
Q1 2024
Reduced 25.64%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
140
shares
|
$37,063
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
139
shares
|
$36,798
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
139
shares
|
$36,798
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
139
shares
|
$36,798
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
136
shares
|
$36,004
0.01% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
131
shares
|
$34,680
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
127
shares
|
$33,621
0.01% of portfolio
|
Q3 2024
Added 1054.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
121
shares
|
$32,033
0.01% of portfolio
|
Q4 2024
Added 51.25%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
120
shares
|
$31,768
0.02% of portfolio
|
Q3 2021
New holding
|