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 |
---|---|---|---|---|---|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,781
shares
|
$5.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 62.68%
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
17,759
shares
|
$5.15 Million
0.2% of portfolio
|
Q1 2025
Added 4.56%
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
17,716
shares
|
$5.14 Million
2.16% of portfolio
|
Q4 2024
Added 0.51%
|
|
Stance Capital LLC
Boston, MA |
May 16, 2025 Q1 2025 |
17,669
shares
|
$5.13 Million
3.25% of portfolio
|
Q1 2025
Added 2010.99%
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
17,664
shares
|
$5.13 Million
1.92% of portfolio
|
Q1 2025
Added 1547.76%
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
17,633
shares
|
$5.12 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
17,628
shares
|
$5.11 Million
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
17,625
shares
|
$5.11 Million
0.03% of portfolio
|
Q1 2025
Added 0.36%
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
17,617
shares
|
$5.11 Million
0.11% of portfolio
|
Q1 2025
Added 11.02%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
17,574
shares
|
$5.1 Million
0.31% of portfolio
|
Q1 2025
Added 12.82%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
17,573
shares
|
$5.1 Million
0.09% of portfolio
|
Q4 2024
Added 12.45%
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
17,534
shares
|
$5.09 Million
0.63% of portfolio
|
Q1 2025
Reduced 44.23%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
17,477
shares
|
$5.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
17,447
shares
|
$5.06 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,446
shares
|
$5.06 Million
0.34% of portfolio
|
Q2 2022
Added 0.42%
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
17,398
shares
|
$5.05 Million
2.59% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
17,373
shares
|
$5.04 Million
0.41% of portfolio
|
Q1 2025
Added 4.04%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,369
shares
|
$5.04 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
17,364
shares
|
$5.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 77.94%
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
17,357
shares
|
$5.04 Million
2.53% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
17,356
shares
|
$5.04 Million
2.11% of portfolio
|
Q1 2025
Reduced 31.47%
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
17,309
shares
|
$5.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
17,212
shares
|
$4.99 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
17,183
shares
|
$4.99 Million
0.92% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
17,118
shares
|
$4.97 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.2%
|