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 3,707 institutions that hold shares in the stock, with a total of 575 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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$3,666
0.0% of portfolio
|
Q1 2024
Reduced 96.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
13
shares
|
$3,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
11
shares
|
$3,102
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$2,820
0.0% of portfolio
|
Q1 2022
Reduced 88.76%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
10
shares
|
$2,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8
shares
|
$2,256
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
5
shares
|
$1,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
5
shares
|
$1,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
4
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4
shares
|
$1,128
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4
shares
|
$1,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
4
shares
|
$1,128
0.15% of portfolio
|
Q1 2025
Reduced 99.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
2
shares
|
$564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2
shares
|
$564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$282
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1
shares
|
$282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|