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 |
|---|---|---|---|---|---|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
11,118
shares
|
$3.23 Million
2.51% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,098
shares
|
$3.22 Million
0.13% of portfolio
|
Q3 2022
Added 6.12%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,089
shares
|
$3.22 Million
0.35% of portfolio
|
Q4 2020
Added 13.12%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
11,089
shares
|
$3.22 Million
1.56% of portfolio
|
Q1 2025
Reduced 50.9%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
11,076
shares
|
$3.21 Million
2.28% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
11,040
shares
|
$3.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,032
shares
|
$3.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
11,023
shares
|
$3.2 Million
1.24% of portfolio
|
Q1 2025
Added 251.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,996
shares
|
$3.19 Million
0.05% of portfolio
|
Q1 2024
Reduced 37.19%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
10,977
shares
|
$3.18 Million
0.78% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
10,958
shares
|
$3.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,944
shares
|
$3.18 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
10,937
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
10,934
shares
|
$3.17 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
10,925
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2023
Reduced 95.18%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
10,901
shares
|
$3.16 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
10,880
shares
|
$3.16 Million
0.06% of portfolio
|
Q1 2025
Added 156.79%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
10,878
shares
|
$3.16 Million
2.07% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
10,825
shares
|
$3.14 Million
1.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,771
shares
|
$3.13 Million
0.3% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
10,749
shares
|
$3.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
10,715
shares
|
$3.11 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
10,714
shares
|
$3.11 Million
0.79% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
10,709
shares
|
$3.11 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
10,684
shares
|
$3.1 Million
0.38% of portfolio
|
Q3 2020
Added 6.84%
|