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 3,647 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 |
---|---|---|---|---|---|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
347
shares
|
$101,487
0.03% of portfolio
|
Q4 2024
New holding
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
346
shares
|
$101,194
0.02% of portfolio
|
Q1 2025
Added 214.55%
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
341
shares
|
$99,732
0.02% of portfolio
|
Q1 2025
New holding
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
340
shares
|
$99,439
0.06% of portfolio
|
Q1 2025
Added 3.03%
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
328
shares
|
$95,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
317
shares
|
$92,712
0.02% of portfolio
|
Q4 2024
Added 2.26%
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
313
shares
|
$91,543
0.0% of portfolio
|
Q1 2025
New holding
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
312
shares
|
$91,250
0.07% of portfolio
|
Q1 2025
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
312
shares
|
$91,250
0.02% of portfolio
|
Q1 2022
Reduced 2.5%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
311
shares
|
$90,958
0.04% of portfolio
|
Q4 2024
Added 0.97%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
309
shares
|
$90,373
0.03% of portfolio
|
Q4 2022
Added 53.73%
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
306
shares
|
$89,495
0.03% of portfolio
|
Q1 2025
Added 47.83%
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
305
shares
|
$89,203
0.01% of portfolio
|
Q1 2025
Reduced 39.96%
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
305
shares
|
$89,203
0.05% of portfolio
|
Q2 2022
Added 4.45%
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
303
shares
|
$88,618
0.03% of portfolio
|
Q4 2024
Added 6.69%
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
300
shares
|
$87,741
0.05% of portfolio
|
Q2 2024
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
300
shares
|
$87,741
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
296
shares
|
$86,571
0.06% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
294
shares
|
$85,986
0.11% of portfolio
|
Q1 2025
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
292
shares
|
$85,401
0.02% of portfolio
|
Q2 2022
Added 135.48%
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
290
shares
|
$84,816
0.02% of portfolio
|
Q1 2025
Reduced 32.87%
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
287
shares
|
$83,938
0.16% of portfolio
|
Q4 2021
New holding
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
280
shares
|
$81,891
0.01% of portfolio
|
Q1 2025
New holding
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
278
shares
|
$81,306
0.06% of portfolio
|
Q1 2025
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
271
shares
|
$79,259
0.03% of portfolio
|
Q4 2024
Reduced 20.06%
|