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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,237
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
5,232
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
5,229
shares
|
$1.52 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
5,224
shares
|
$1.52 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
5,224
shares
|
$1.52 Million
0.5% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
5,214
shares
|
$1.51 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
5,209
shares
|
$1.51 Million
0.36% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
5,194
shares
|
$1.51 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,191
shares
|
$1.51 Million
0.15% of portfolio
|
Q1 2025
Reduced 77.45%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,160
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,143
shares
|
$1.49 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.82%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
5,139
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,138
shares
|
$1.49 Million
0.56% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
5,136
shares
|
$1.49 Million
0.16% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
5,133
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
5,130
shares
|
$1.49 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,128
shares
|
$1.49 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
5,121
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
5,119
shares
|
$1.49 Million
0.3% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
5,118
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,104
shares
|
$1.48 Million
0.18% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,092
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
5,088
shares
|
$1.48 Million
0.54% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
5,075
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
5,064
shares
|
$1.47 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.98%
|