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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,386
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
Reduced 42.14%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,380
shares
|
$1.56 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
5,365
shares
|
$1.56 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,355
shares
|
$1.55 Million
0.27% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
5,347
shares
|
$1.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
5,343
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,334
shares
|
$1.55 Million
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Fcg Investment CO
Germantown, TN |
May 13, 2025 Q1 2025 |
5,324
shares
|
$1.54 Million
0.83% of portfolio
|
Q1 2025
Added 115.46%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
5,316
shares
|
$1.54 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,304
shares
|
$1.54 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
5,302
shares
|
$1.54 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
5,300
shares
|
$1.54 Million
0.56% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
5,295
shares
|
$1.54 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
5,292
shares
|
$1.54 Million
0.68% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
5,289
shares
|
$1.53 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
5,279
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,278
shares
|
$1.53 Million
0.12% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,274
shares
|
$1.53 Million
0.34% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,272
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
5,270
shares
|
$1.53 Million
0.34% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
5,270
shares
|
$1.53 Million
0.28% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
5,264
shares
|
$1.53 Million
0.55% of portfolio
|
Q1 2025
Reduced 35.58%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
5,259
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
5,256
shares
|
$1.52 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
5,249
shares
|
$1.52 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.4%
|