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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
21,165
shares
|
$6.14 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
21,163
shares
|
$6.14 Million
0.16% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
21,131
shares
|
$6.13 Million
0.15% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
21,052
shares
|
$6.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.62%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
21,030
shares
|
$6.1 Million
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
21,021
shares
|
$6.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
20,890
shares
|
$6.06 Million
0.47% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
20,842
shares
|
$6.05 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
20,791
shares
|
$6.03 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,784
shares
|
$6.03 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
20,779
shares
|
$6.03 Million
1.18% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
20,660
shares
|
$5.99 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
20,647
shares
|
$5.99 Million
0.78% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
20,602
shares
|
$5.98 Million
0.09% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
20,562
shares
|
$5.97 Million
3.72% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
20,488
shares
|
$5.94 Million
0.41% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
20,468
shares
|
$5.94 Million
2.49% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
20,444
shares
|
$5.93 Million
0.49% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
20,317
shares
|
$5.89 Million
0.41% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
20,308
shares
|
$5.89 Million
1.36% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
20,285
shares
|
$5.89 Million
0.87% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
20,206
shares
|
$5.86 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
20,202
shares
|
$5.86 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
20,166
shares
|
$5.85 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
May 09, 2025 Q1 2025 |
20,118
shares
|
$5.84 Million
1.58% of portfolio
|
Q1 2022
Added 6.82%
|