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 |
|---|---|---|---|---|---|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
13,054
shares
|
$3.79 Million
0.14% of portfolio
|
Q3 2022
Added 80.93%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
12,972
shares
|
$3.76 Million
0.09% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
12,954
shares
|
$3.76 Million
0.56% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
12,902
shares
|
$3.74 Million
0.4% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
12,894
shares
|
$3.74 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
12,884
shares
|
$3.74 Million
0.9% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
12,883
shares
|
$3.74 Million
0.53% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
12,814
shares
|
$3.72 Million
0.99% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,814
shares
|
$3.72 Million
1.35% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12,756
shares
|
$3.7 Million
0.1% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
12,741
shares
|
$3.7 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
12,713
shares
|
$3.69 Million
0.15% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
12,708
shares
|
$3.69 Million
0.14% of portfolio
|
Q1 2025
Added 68.45%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
12,670
shares
|
$3.68 Million
1.53% of portfolio
|
Q1 2025
Added 1155.7%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,664
shares
|
$3.67 Million
1.13% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,652
shares
|
$3.67 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
12,617
shares
|
$3.66 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
12,538
shares
|
$3.64 Million
1.39% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,537
shares
|
$3.64 Million
0.02% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
12,482
shares
|
$3.62 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
12,455
shares
|
$3.61 Million
0.02% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,435
shares
|
$3.61 Million
0.2% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
12,423
shares
|
$3.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 63.05%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
12,388
shares
|
$3.59 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
12,370
shares
|
$3.59 Million
0.81% of portfolio
|
Q1 2025
Reduced 24.95%
|