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 3,641 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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
811
shares
|
$237,193
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
811
shares
|
$237,193
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
810
shares
|
$236,900
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
810
shares
|
$236,900
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
810
shares
|
$236,900
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
809
shares
|
$236,608
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
807
shares
|
$236,023
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
807
shares
|
$236,023
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
807
shares
|
$236,023
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
805
shares
|
$235,438
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
800
shares
|
$233,976
0.01% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
800
shares
|
$233,976
0.43% of portfolio
|
Q2 2025
Reduced 93.19%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
795
shares
|
$232,513
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
783
shares
|
$229,004
0.04% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
766
shares
|
$224,032
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
762
shares
|
$222,862
0.03% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
754
shares
|
$220,522
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
753
shares
|
$220,229
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
747
shares
|
$218,475
0.02% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
743
shares
|
$217,305
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
733
shares
|
$214,380
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
730
shares
|
$213,503
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
729
shares
|
$213,210
0.17% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
727
shares
|
$212,625
0.1% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
720
shares
|
$210,578
0.11% of portfolio
|
Q2 2025
New holding
|