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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8,119
shares
|
$2.36 Million
0.4% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,113
shares
|
$2.35 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,104
shares
|
$2.35 Million
0.29% of portfolio
|
Q2 2022
Added 9.47%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
8,100
shares
|
$2.35 Million
1.51% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,090
shares
|
$2.35 Million
1.65% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
8,090
shares
|
$2.35 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
8,080
shares
|
$2.34 Million
0.51% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,074
shares
|
$2.34 Million
0.13% of portfolio
|
Q1 2025
Added 102.31%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
8,070
shares
|
$2.34 Million
1.13% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
8,050
shares
|
$2.34 Million
0.24% of portfolio
|
Q1 2025
Added 142.84%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
8,036
shares
|
$2.33 Million
0.58% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
8,035
shares
|
$2.33 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
8,032
shares
|
$2.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
8,009
shares
|
$2.32 Million
0.19% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
8,009
shares
|
$2.32 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
8,002
shares
|
$2.32 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
8,000
shares
|
$2.32 Million
0.64% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,995
shares
|
$2.32 Million
0.22% of portfolio
|
Q1 2025
Added 39.94%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
7,992
shares
|
$2.32 Million
0.4% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
7,958
shares
|
$2.31 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
7,921
shares
|
$2.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
7,920
shares
|
$2.3 Million
0.34% of portfolio
|
Q1 2025
Added 312.5%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
7,914
shares
|
$2.3 Million
0.31% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,896
shares
|
$2.29 Million
0.17% of portfolio
|
Q2 2023
Added 1.24%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
7,893
shares
|
$2.29 Million
0.37% of portfolio
|
Q1 2025
Added 4.78%
|