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 3,444 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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
72
shares
|
$19,031
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
70
shares
|
$18,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
69
shares
|
$18,238
0.01% of portfolio
|
Q4 2024
Reduced 96.57%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
69
shares
|
$18,238
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
69
shares
|
$18,238
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
67
shares
|
$17,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
66
shares
|
$17,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
61
shares
|
$16,123
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
58
shares
|
$15,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
56
shares
|
$14,801
0.0% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
50
shares
|
$13,216
0.01% of portfolio
|
Q3 2023
Reduced 99.75%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
50
shares
|
$13,216
0.0% of portfolio
|
Q4 2022
Reduced 87.62%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
50
shares
|
$13,216
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
48
shares
|
$12,687
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$12,423
0.0% of portfolio
|
Q2 2024
Reduced 52.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
42
shares
|
$11,101
0.0% of portfolio
|
Q4 2024
Added 35.48%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
40
shares
|
$10,572
0.0% of portfolio
|
Q4 2024
Reduced 92.45%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
40
shares
|
$10,572
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
40
shares
|
$10,572
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
40
shares
|
$10,572
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
35
shares
|
$9,251
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
31
shares
|
$8,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
31
shares
|
$8,193
0.0% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$7,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$7,929
0.0% of portfolio
|
Q4 2022
New holding
|