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 |
|---|---|---|---|---|---|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
9,700
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
9,695
shares
|
$2.81 Million
1.47% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
9,675
shares
|
$2.81 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
9,673
shares
|
$2.81 Million
0.31% of portfolio
|
Q3 2023
Added 24.17%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
9,639
shares
|
$2.8 Million
0.29% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,624
shares
|
$2.79 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
9,599
shares
|
$2.79 Million
0.44% of portfolio
|
Q1 2025
Added 43.5%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
9,597
shares
|
$2.78 Million
1.17% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,596
shares
|
$2.78 Million
1.26% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
9,576
shares
|
$2.78 Million
0.26% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
9,564
shares
|
$2.77 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,541
shares
|
$2.77 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
9,534
shares
|
$2.77 Million
1.68% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
9,524
shares
|
$2.76 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
9,458
shares
|
$2.74 Million
0.38% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
9,443
shares
|
$2.74 Million
0.15% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
May 14, 2025 Q1 2025 |
9,421
shares
|
$2.73 Million
1.2% of portfolio
|
Q1 2025
Added 77.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
9,375
shares
|
$2.72 Million
0.44% of portfolio
|
Q1 2025
Added 150.47%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
9,342
shares
|
$2.71 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
9,324
shares
|
$2.71 Million
0.54% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
9,316
shares
|
$2.7 Million
0.78% of portfolio
|
Q2 2025
Added 41.65%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
9,309
shares
|
$2.7 Million
0.09% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
9,253
shares
|
$2.68 Million
0.2% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
9,249
shares
|
$2.68 Million
0.27% of portfolio
|
Q1 2025
Added 61.33%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
9,218
shares
|
$2.67 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.64%
|