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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
13,604
shares
|
$3.95 Million
0.13% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,586
shares
|
$3.94 Million
0.23% of portfolio
|
Q1 2025
Added 36.35%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
13,520
shares
|
$3.92 Million
0.46% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,388
shares
|
$3.88 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
13,366
shares
|
$3.88 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
13,364
shares
|
$3.88 Million
0.59% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
13,344
shares
|
$3.87 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
13,338
shares
|
$3.87 Million
0.14% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
13,335
shares
|
$3.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,327
shares
|
$3.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
13,277
shares
|
$3.85 Million
1.41% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
13,272
shares
|
$3.85 Million
0.14% of portfolio
|
Q1 2025
Reduced 65.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
13,266
shares
|
$3.85 Million
0.35% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
13,232
shares
|
$3.84 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
13,216
shares
|
$3.83 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
13,195
shares
|
$3.83 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,190
shares
|
$3.83 Million
0.61% of portfolio
|
Q1 2024
Added 309.5%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
13,187
shares
|
$3.83 Million
1.47% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
13,184
shares
|
$3.83 Million
0.33% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,160
shares
|
$3.82 Million
0.37% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
13,148
shares
|
$3.81 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
13,113
shares
|
$3.8 Million
1.82% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
13,090
shares
|
$3.8 Million
0.17% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
13,084
shares
|
$3.8 Million
3.08% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
13,065
shares
|
$3.79 Million
0.17% of portfolio
|
Q2 2025
Added 9.3%
|