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 |
|---|---|---|---|---|---|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
20,097
shares
|
$5.83 Million
1.59% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
19,917
shares
|
$5.78 Million
0.44% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
19,909
shares
|
$5.78 Million
0.3% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
19,887
shares
|
$5.77 Million
3.78% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
19,870
shares
|
$5.77 Million
1.32% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
19,664
shares
|
$5.71 Million
0.37% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
19,656
shares
|
$5.7 Million
2.27% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
19,574
shares
|
$5.68 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
19,570
shares
|
$5.68 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
19,501
shares
|
$5.66 Million
0.17% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
19,467
shares
|
$5.65 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
19,342
shares
|
$5.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
19,287
shares
|
$5.6 Million
0.8% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
19,191
shares
|
$5.57 Million
0.26% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
19,190
shares
|
$5.57 Million
1.55% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
19,166
shares
|
$5.56 Million
0.33% of portfolio
|
Q3 2022
Reduced 14.16%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
19,113
shares
|
$5.55 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,109
shares
|
$5.54 Million
0.25% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
19,037
shares
|
$5.52 Million
2.41% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,030
shares
|
$5.52 Million
0.13% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
18,945
shares
|
$5.5 Million
0.2% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
18,875
shares
|
$5.48 Million
0.2% of portfolio
|
Q2 2022
Added 43.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
18,869
shares
|
$5.47 Million
0.37% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
18,864
shares
|
$5.47 Million
0.42% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,829
shares
|
$5.46 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.53%
|