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 3,725 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $162 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
266
shares
|
$75,001
0.03% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
266
shares
|
$75,001
0.05% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
261
shares
|
$73,591
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
258
shares
|
$72,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
253
shares
|
$71,335
0.02% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
250
shares
|
$70,490
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
243
shares
|
$68,516
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
232
shares
|
$65,414
0.05% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
232
shares
|
$65,414
0.0% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
232
shares
|
$65,414
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
230
shares
|
$64,850
0.03% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
225
shares
|
$63,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
220
shares
|
$62,031
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
220
shares
|
$62,031
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
217
shares
|
$61,185
0.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
217
shares
|
$61,185
0.04% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
214
shares
|
$60,339
0.02% of portfolio
|
Q1 2025
Added 68.5%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
207
shares
|
$58,365
0.02% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
206
shares
|
$58,083
0.03% of portfolio
|
Q2 2025
Reduced 61.13%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
201
shares
|
$56,673
0.04% of portfolio
|
Q1 2025
Added 168.0%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$56,391
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$56,391
0.02% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
200
shares
|
$56,391
0.05% of portfolio
|
Q1 2025
Reduced 59.18%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
198
shares
|
$55,828
0.03% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
197
shares
|
$55,546
0.0% of portfolio
|
Q4 2023
Reduced 82.04%
|