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 |
|---|---|---|---|---|---|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
4,756
shares
|
$1.38 Million
0.18% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,752
shares
|
$1.38 Million
0.53% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
4,751
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
4,746
shares
|
$1.38 Million
0.45% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
4,740
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 76.97%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
4,730
shares
|
$1.37 Million
0.83% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
4,729
shares
|
$1.37 Million
0.38% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
4,724
shares
|
$1.37 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
4,717
shares
|
$1.37 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,704
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
4,697
shares
|
$1.36 Million
0.24% of portfolio
|
Q2 2022
Reduced 1.09%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,695
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,683
shares
|
$1.36 Million
0.46% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
4,682
shares
|
$1.36 Million
0.07% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,679
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,679
shares
|
$1.36 Million
0.15% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
4,677
shares
|
$1.36 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
4,666
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,663
shares
|
$1.35 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
4,663
shares
|
$1.35 Million
0.42% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,661
shares
|
$1.35 Million
0.14% of portfolio
|
Q1 2025
Added 164.08%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
4,650
shares
|
$1.35 Million
0.6% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
4,643
shares
|
$1.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,642
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
4,641
shares
|
$1.35 Million
0.11% of portfolio
|
Q1 2025
Added 52.76%
|