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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
11,544
shares
|
$3.35 Million
0.06% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,538
shares
|
$3.35 Million
0.27% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
11,535
shares
|
$3.35 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
11,531
shares
|
$3.35 Million
2.43% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Game Creek Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
11,500
shares
|
$3.34 Million
1.47% of portfolio
|
Q1 2025
Reduced 28.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
11,484
shares
|
$3.33 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
11,482
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
11,464
shares
|
$3.33 Million
0.25% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
11,441
shares
|
$3.32 Million
1.0% of portfolio
|
Q1 2025
Added 158.38%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
11,440
shares
|
$3.32 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,408
shares
|
$3.31 Million
0.43% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
11,366
shares
|
$3.3 Million
0.61% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
11,347
shares
|
$3.29 Million
0.37% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,337
shares
|
$3.29 Million
0.23% of portfolio
|
Q2 2023
Added 2.17%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
11,300
shares
|
$3.28 Million
0.9% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
11,291
shares
|
$3.28 Million
1.87% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
11,289
shares
|
$3.28 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,286
shares
|
$3.27 Million
0.01% of portfolio
|
Q4 2022
Reduced 5.92%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
11,200
shares
|
$3.25 Million
0.83% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
11,194
shares
|
$3.25 Million
0.81% of portfolio
|
Q1 2025
Reduced 18.74%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
11,186
shares
|
$3.25 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
11,182
shares
|
$3.24 Million
1.59% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Ov Management LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
11,182
shares
|
$3.24 Million
1.3% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Connective Portfolio Management, LLC
|
Jul 09, 2025 Q2 2025 |
11,170
shares
|
$3.24 Million
7.73% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
11,157
shares
|
$3.24 Million
0.31% of portfolio
|
Q1 2025
Reduced 26.14%
|