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 |
|---|---|---|---|---|---|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
15,662
shares
|
$4.54 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
15,649
shares
|
$4.54 Million
0.33% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
15,630
shares
|
$4.53 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
15,625
shares
|
$4.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
15,601
shares
|
$4.53 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
15,579
shares
|
$4.52 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
15,524
shares
|
$4.5 Million
0.99% of portfolio
|
Q4 2023
Reduced 1.53%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
15,441
shares
|
$4.48 Million
1.25% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
15,425
shares
|
$4.48 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
15,422
shares
|
$4.47 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
15,278
shares
|
$4.43 Million
0.3% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,249
shares
|
$4.42 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
15,231
shares
|
$4.42 Million
0.1% of portfolio
|
Q3 2024
Added 234.12%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
15,208
shares
|
$4.41 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
15,189
shares
|
$4.41 Million
2.31% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
15,166
shares
|
$4.4 Million
0.83% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
15,089
shares
|
$4.38 Million
2.93% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
15,083
shares
|
$4.38 Million
0.16% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
15,023
shares
|
$4.36 Million
2.03% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
15,000
shares
|
$4.35 Million
0.04% of portfolio
|
Q4 2021
Added 1010.29%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,995
shares
|
$4.35 Million
0.7% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
14,975
shares
|
$4.34 Million
1.55% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
14,969
shares
|
$4.34 Million
0.38% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
14,965
shares
|
$4.34 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
14,900
shares
|
$4.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.31%
|