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 |
|---|---|---|---|---|---|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
9,212
shares
|
$2.67 Million
1.2% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
9,205
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
9,186
shares
|
$2.67 Million
0.12% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
9,178
shares
|
$2.66 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
9,136
shares
|
$2.65 Million
0.62% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
9,127
shares
|
$2.65 Million
0.2% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
9,122
shares
|
$2.65 Million
0.44% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9,117
shares
|
$2.65 Million
0.25% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
9,107
shares
|
$2.64 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
9,105
shares
|
$2.64 Million
0.22% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,091
shares
|
$2.64 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
9,061
shares
|
$2.63 Million
0.84% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
9,053
shares
|
$2.63 Million
0.07% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
9,048
shares
|
$2.63 Million
1.77% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
9,021
shares
|
$2.62 Million
0.79% of portfolio
|
Q1 2025
Added 35.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9,011
shares
|
$2.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
9,003
shares
|
$2.61 Million
0.86% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
8,988
shares
|
$2.61 Million
0.35% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
8,985
shares
|
$2.61 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
8,974
shares
|
$2.6 Million
0.69% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
8,968
shares
|
$2.6 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
8,967
shares
|
$2.6 Million
0.5% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,922
shares
|
$2.59 Million
0.13% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,895
shares
|
$2.58 Million
0.13% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
8,846
shares
|
$2.57 Million
0.25% of portfolio
|
Q2 2025
Added 15.89%
|