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 |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
6,785
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2025
Added 29.48%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
6,776
shares
|
$1.97 Million
0.28% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,760
shares
|
$1.96 Million
0.87% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
6,750
shares
|
$1.96 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
6,737
shares
|
$1.95 Million
0.24% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
6,736
shares
|
$1.95 Million
0.87% of portfolio
|
Q1 2025
Reduced 33.28%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
6,699
shares
|
$1.94 Million
0.3% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
6,632
shares
|
$1.92 Million
0.46% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
6,631
shares
|
$1.92 Million
0.12% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
6,630
shares
|
$1.92 Million
0.04% of portfolio
|
Q1 2025
Added 92.17%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,623
shares
|
$1.92 Million
0.38% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
6,622
shares
|
$1.92 Million
0.36% of portfolio
|
Q1 2025
Added 32.65%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
6,618
shares
|
$1.92 Million
1.21% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
6,615
shares
|
$1.92 Million
0.18% of portfolio
|
Q1 2025
Added 55.1%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
6,596
shares
|
$1.91 Million
0.41% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
6,593
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
6,587
shares
|
$1.91 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
6,585
shares
|
$1.91 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
6,584
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
6,568
shares
|
$1.91 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
6,557
shares
|
$1.9 Million
0.75% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,552
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
6,551
shares
|
$1.9 Million
0.6% of portfolio
|
Q1 2025
Added 41.83%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
6,545
shares
|
$1.9 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
6,542
shares
|
$1.9 Million
0.14% of portfolio
|
Q1 2025
Added 7.28%
|