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 |
|---|---|---|---|---|---|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
14,298
shares
|
$4.15 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
14,240
shares
|
$4.13 Million
2.56% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
14,212
shares
|
$4.12 Million
1.77% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,158
shares
|
$4.11 Million
0.16% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
14,142
shares
|
$4.1 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
14,135
shares
|
$4.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,120
shares
|
$4.1 Million
0.18% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
14,115
shares
|
$4.1 Million
0.11% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
14,031
shares
|
$4.07 Million
0.33% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
14,004
shares
|
$4.06 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
14,000
shares
|
$4.06 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
13,983
shares
|
$4.06 Million
0.91% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
13,961
shares
|
$4.05 Million
0.8% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
13,947
shares
|
$4.05 Million
1.66% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
13,905
shares
|
$4.03 Million
1.74% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
13,905
shares
|
$4.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
13,842
shares
|
$4.02 Million
0.63% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
13,839
shares
|
$4.02 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
13,817
shares
|
$4.01 Million
0.1% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Lynch Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
13,800
shares
|
$4 Million
1.55% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
13,782
shares
|
$4 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,721
shares
|
$3.98 Million
0.2% of portfolio
|
Q3 2022
Added 82.17%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
13,692
shares
|
$3.97 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
13,662
shares
|
$3.96 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
13,615
shares
|
$3.95 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.56%
|