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 3,728 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 $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
200
shares
|
$52,102
0.02% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
200
shares
|
$52,102
0.05% of portfolio
|
Q1 2025
Reduced 59.18%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
198
shares
|
$51,580
0.03% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
197
shares
|
$51,320
0.0% of portfolio
|
Q4 2023
Reduced 82.04%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
197
shares
|
$51,320
0.04% of portfolio
|
Q3 2023
Reduced 19.59%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
192
shares
|
$50,017
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
189
shares
|
$49,236
0.05% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
182
shares
|
$47,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
182
shares
|
$47,412
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
182
shares
|
$47,412
0.01% of portfolio
|
Q1 2025
Reduced 61.84%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
175
shares
|
$45,589
0.03% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
173
shares
|
$45,068
0.01% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
172
shares
|
$44,807
0.01% of portfolio
|
Q2 2025
Reduced 83.79%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
170
shares
|
$44,286
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
167
shares
|
$43,505
0.02% of portfolio
|
Q1 2025
Added 41.53%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
162
shares
|
$42,202
0.02% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
160
shares
|
$41,681
0.01% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
158
shares
|
$41,160
0.04% of portfolio
|
Q1 2025
Reduced 31.3%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
157
shares
|
$40,900
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
150
shares
|
$39,076
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$39,076
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
149
shares
|
$38,815
0.03% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
148
shares
|
$38,555
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
147
shares
|
$38,294
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
145
shares
|
$37,773
0.02% of portfolio
|
Q1 2024
Reduced 25.64%
|