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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,837
shares
|
$4.3 Million
0.09% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
14,780
shares
|
$4.29 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
14,757
shares
|
$4.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
14,703
shares
|
$4.27 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
14,686
shares
|
$4.26 Million
1.3% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,673
shares
|
$4.26 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
14,641
shares
|
$4.25 Million
0.14% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,615
shares
|
$4.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
14,605
shares
|
$4.24 Million
0.03% of portfolio
|
Q1 2025
Added 54.63%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
14,547
shares
|
$4.22 Million
0.7% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
14,535
shares
|
$4.22 Million
1.31% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
14,505
shares
|
$4.21 Million
1.51% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
14,502
shares
|
$4.21 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
14,500
shares
|
$4.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
14,497
shares
|
$4.21 Million
0.03% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
14,473
shares
|
$4.2 Million
0.29% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
14,450
shares
|
$4.19 Million
2.92% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
14,448
shares
|
$4.19 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
14,400
shares
|
$4.18 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
14,381
shares
|
$4.17 Million
0.24% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
14,347
shares
|
$4.16 Million
0.24% of portfolio
|
Q1 2025
Added 54.37%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
14,346
shares
|
$4.16 Million
0.1% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
14,323
shares
|
$4.16 Million
0.09% of portfolio
|
Q1 2025
Added 63.13%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
14,320
shares
|
$4.15 Million
0.24% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
14,300
shares
|
$4.15 Million
0.15% of portfolio
|
Q3 2023
Reduced 7.14%
|