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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,621
shares
|
$2.21 Million
0.65% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
7,605
shares
|
$2.21 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
7,569
shares
|
$2.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 22.06%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,566
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
7,514
shares
|
$2.18 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
7,508
shares
|
$2.18 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
7,507
shares
|
$2.18 Million
0.08% of portfolio
|
Q1 2025
Added 46.97%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
7,503
shares
|
$2.18 Million
1.18% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
7,500
shares
|
$2.18 Million
1.75% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
7,492
shares
|
$2.17 Million
1.03% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
7,479
shares
|
$2.17 Million
0.58% of portfolio
|
Q1 2024
Reduced 8.2%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
7,478
shares
|
$2.17 Million
0.63% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,462
shares
|
$2.17 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
7,446
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2023
Reduced 2.87%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
7,445
shares
|
$2.16 Million
0.25% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
7,442
shares
|
$2.16 Million
0.78% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,427
shares
|
$2.15 Million
0.09% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
7,425
shares
|
$2.15 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
7,416
shares
|
$2.15 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,415
shares
|
$2.15 Million
0.1% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
7,412
shares
|
$2.15 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,410
shares
|
$2.15 Million
0.86% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
7,402
shares
|
$2.15 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
7,398
shares
|
$2.15 Million
0.19% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
7,393
shares
|
$2.15 Million
0.81% of portfolio
|
Q1 2025
Added 72.61%
|