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 3,661 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 $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
25,580
shares
|
$7.42 Million
0.09% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
25,506
shares
|
$7.4 Million
0.59% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
25,470
shares
|
$7.39 Million
0.25% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
25,400
shares
|
$7.37 Million
0.01% of portfolio
|
Q3 2022
Added 23.06%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
25,388
shares
|
$7.37 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
25,334
shares
|
$7.35 Million
0.23% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
25,286
shares
|
$7.34 Million
0.17% of portfolio
|
Q1 2024
Added 23.67%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
25,246
shares
|
$7.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,239
shares
|
$7.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
25,177
shares
|
$7.3 Million
0.21% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
25,003
shares
|
$7.25 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,976
shares
|
$7.25 Million
0.39% of portfolio
|
Q2 2023
Added 0.52%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
24,950
shares
|
$7.24 Million
1.99% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
24,928
shares
|
$7.23 Million
1.75% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
24,864
shares
|
$7.21 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
24,831
shares
|
$7.2 Million
0.74% of portfolio
|
Q1 2025
Added 2133.0%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,830
shares
|
$7.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 94.0%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
24,815
shares
|
$7.2 Million
2.3% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
24,698
shares
|
$7.17 Million
0.46% of portfolio
|
Q3 2022
Added 252.22%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
24,637
shares
|
$7.15 Million
0.12% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
24,602
shares
|
$7.14 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
24,423
shares
|
$7.09 Million
3.21% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
24,388
shares
|
$7.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
24,110
shares
|
$7 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
24,040
shares
|
$6.97 Million
3.07% of portfolio
|
Q1 2025
Reduced 11.33%
|