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 |
|---|---|---|---|---|---|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
12,331
shares
|
$3.58 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,310
shares
|
$3.57 Million
1.56% of portfolio
|
Q1 2025
Added 103.94%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
12,264
shares
|
$3.56 Million
2.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
12,228
shares
|
$3.55 Million
1.46% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
12,213
shares
|
$3.54 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
12,187
shares
|
$3.54 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
12,187
shares
|
$3.54 Million
0.84% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
12,105
shares
|
$3.51 Million
0.49% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
12,085
shares
|
$3.51 Million
1.1% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,027
shares
|
$3.49 Million
0.37% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,019
shares
|
$3.49 Million
0.09% of portfolio
|
Q2 2024
Added 7.87%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
11,952
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 95.7%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
11,904
shares
|
$3.45 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
11,900
shares
|
$3.45 Million
0.74% of portfolio
|
Q1 2018
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
11,900
shares
|
$3.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
11,748
shares
|
$3.41 Million
1.92% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
11,731
shares
|
$3.4 Million
4.28% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
11,730
shares
|
$3.4 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
11,700
shares
|
$3.39 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
11,692
shares
|
$3.39 Million
1.34% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
11,639
shares
|
$3.38 Million
1.29% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
11,623
shares
|
$3.37 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
11,599
shares
|
$3.37 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
11,592
shares
|
$3.36 Million
4.3% of portfolio
|
Q1 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
11,588
shares
|
$3.36 Million
1.03% of portfolio
|
Q1 2025
Added 4.11%
|