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 |
|---|---|---|---|---|---|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
6,345
shares
|
$1.84 Million
0.96% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
6,338
shares
|
$1.84 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
6,335
shares
|
$1.84 Million
1.14% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
6,333
shares
|
$1.84 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
6,319
shares
|
$1.83 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,312
shares
|
$1.83 Million
1.49% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,300
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
6,265
shares
|
$1.82 Million
0.11% of portfolio
|
Q1 2025
Reduced 30.54%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
6,256
shares
|
$1.82 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
6,242
shares
|
$1.81 Million
0.5% of portfolio
|
Q1 2025
Reduced 76.63%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
6,238
shares
|
$1.81 Million
0.81% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
6,236
shares
|
$1.81 Million
0.07% of portfolio
|
Q1 2025
Reduced 26.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
6,229
shares
|
$1.81 Million
1.05% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
6,227
shares
|
$1.81 Million
1.37% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
6,207
shares
|
$1.8 Million
0.08% of portfolio
|
Q1 2025
Added 30.07%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,184
shares
|
$1.79 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
6,175
shares
|
$1.79 Million
0.36% of portfolio
|
Q1 2025
Added 97.85%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,171
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
6,159
shares
|
$1.79 Million
0.87% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,152
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,140
shares
|
$1.78 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
6,110
shares
|
$1.77 Million
0.3% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
6,109
shares
|
$1.77 Million
0.85% of portfolio
|
Q4 2024
Added 38.87%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
6,104
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
6,100
shares
|
$1.77 Million
1.96% of portfolio
|
Q2 2025
Added 34.27%
|