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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
189
shares
|
$55,276
0.05% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
182
shares
|
$53,229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
182
shares
|
$53,229
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
182
shares
|
$53,229
0.01% of portfolio
|
Q1 2025
Reduced 61.84%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
175
shares
|
$51,182
0.03% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
173
shares
|
$50,597
0.01% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
170
shares
|
$49,719
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
167
shares
|
$48,842
0.02% of portfolio
|
Q1 2025
Added 41.53%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
162
shares
|
$47,380
0.02% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
160
shares
|
$46,795
0.01% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
158
shares
|
$46,210
0.04% of portfolio
|
Q1 2025
Reduced 31.3%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 08, 2025 Q1 2025 |
157
shares
|
$45,917
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
155
shares
|
$45,332
0.0% of portfolio
|
Q4 2022
Closed
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
150
shares
|
$43,870
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
147
shares
|
$42,993
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
145
shares
|
$42,408
0.01% of portfolio
|
Q1 2024
Reduced 25.64%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
145
shares
|
$42,408
0.02% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
139
shares
|
$40,653
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
139
shares
|
$40,653
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
139
shares
|
$40,653
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
131
shares
|
$38,313
0.0% of portfolio
|
Q1 2025
Added 322.58%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
131
shares
|
$38,313
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
125
shares
|
$36,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
120
shares
|
$35,096
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
120
shares
|
$35,096
0.03% of portfolio
|
Q3 2024
Reduced 13.04%
|