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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
5,606
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
5,594
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
5,594
shares
|
$1.62 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
5,589
shares
|
$1.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,586
shares
|
$1.62 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
5,567
shares
|
$1.62 Million
0.39% of portfolio
|
Q1 2025
Added 73.59%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
5,560
shares
|
$1.61 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
5,558
shares
|
$1.61 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
5,555
shares
|
$1.61 Million
1.13% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,537
shares
|
$1.61 Million
0.11% of portfolio
|
Q4 2024
Added 226.09%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,533
shares
|
$1.61 Million
0.1% of portfolio
|
Q1 2025
Added 21.58%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
5,532
shares
|
$1.61 Million
0.43% of portfolio
|
Q1 2025
Added 63.67%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
5,527
shares
|
$1.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
5,517
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
5,514
shares
|
$1.6 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,504
shares
|
$1.6 Million
0.38% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,503
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2022
Reduced 32.72%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
5,503
shares
|
$1.6 Million
0.88% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,498
shares
|
$1.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
5,496
shares
|
$1.59 Million
1.44% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
5,485
shares
|
$1.59 Million
0.16% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
5,455
shares
|
$1.58 Million
0.52% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
5,448
shares
|
$1.58 Million
1.04% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
5,437
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
5,423
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2025
Added 1.76%
|