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 |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
30
shares
|
$7,929
0.0% of portfolio
|
Q1 2024
Reduced 88.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
21
shares
|
$5,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
19
shares
|
$5,022
0.18% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
17
shares
|
$4,493
0.0% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
16
shares
|
$4,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
15
shares
|
$3,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$3,436
0.0% of portfolio
|
Q1 2024
Reduced 96.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
13
shares
|
$3,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
11
shares
|
$2,907
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$2,643
0.0% of portfolio
|
Q1 2022
Reduced 88.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$2,643
0.2% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8
shares
|
$2,114
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
6
shares
|
$1,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
5
shares
|
$1,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$1,057
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4
shares
|
$1,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
2
shares
|
$528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
2
shares
|
$528
0.0% of portfolio
|
Q4 2024
Reduced 99.59%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1
shares
|
$264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|