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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
6,536
shares
|
$1.9 Million
0.29% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,536
shares
|
$1.9 Million
0.21% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
6,536
shares
|
$1.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
6,530
shares
|
$1.89 Million
0.95% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
6,525
shares
|
$1.89 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
6,517
shares
|
$1.89 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
6,515
shares
|
$1.89 Million
0.16% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,508
shares
|
$1.89 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,504
shares
|
$1.89 Million
0.34% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
6,503
shares
|
$1.89 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
6,500
shares
|
$1.89 Million
1.05% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
6,498
shares
|
$1.89 Million
0.41% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
6,489
shares
|
$1.88 Million
0.26% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
6,488
shares
|
$1.88 Million
0.98% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
6,469
shares
|
$1.88 Million
1.81% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
6,468
shares
|
$1.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
6,459
shares
|
$1.87 Million
0.04% of portfolio
|
Q1 2025
Reduced 52.35%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,448
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
6,435
shares
|
$1.87 Million
0.22% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
6,434
shares
|
$1.87 Million
0.22% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
6,422
shares
|
$1.86 Million
1.15% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
6,411
shares
|
$1.86 Million
4.15% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
6,399
shares
|
$1.86 Million
0.13% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
6,397
shares
|
$1.86 Million
1.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
6,380
shares
|
$1.85 Million
0.77% of portfolio
|
Q4 2024
Added 92.17%
|