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 |
|---|---|---|---|---|---|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
5,053
shares
|
$1.47 Million
0.16% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,050
shares
|
$1.47 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
5,049
shares
|
$1.46 Million
0.2% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
5,048
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
5,046
shares
|
$1.46 Million
0.37% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
5,034
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,023
shares
|
$1.46 Million
0.19% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,022
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,017
shares
|
$1.46 Million
0.24% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
4,996
shares
|
$1.45 Million
1.39% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,990
shares
|
$1.45 Million
0.16% of portfolio
|
Q2 2023
Reduced 1.98%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
4,989
shares
|
$1.45 Million
0.54% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,977
shares
|
$1.44 Million
0.23% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
4,966
shares
|
$1.44 Million
0.36% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
4,965
shares
|
$1.44 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,952
shares
|
$1.44 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
4,942
shares
|
$1.43 Million
0.36% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
4,939
shares
|
$1.43 Million
0.28% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
4,937
shares
|
$1.43 Million
0.32% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
4,934
shares
|
$1.43 Million
0.11% of portfolio
|
Q1 2025
Added 190.58%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,933
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
4,919
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,913
shares
|
$1.43 Million
0.33% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
4,906
shares
|
$1.42 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
May 05, 2025 Q1 2025 |
4,900
shares
|
$1.42 Million
0.66% of portfolio
|
Q1 2025
Reduced 10.29%
|