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 |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
4,632
shares
|
$1.34 Million
0.17% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,626
shares
|
$1.34 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
4,612
shares
|
$1.34 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,612
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,609
shares
|
$1.34 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
4,608
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
4,606
shares
|
$1.34 Million
0.25% of portfolio
|
Q1 2025
Added 258.16%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
4,600
shares
|
$1.33 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
4,600
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,596
shares
|
$1.33 Million
0.24% of portfolio
|
Q1 2025
Reduced 65.26%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
4,594
shares
|
$1.33 Million
0.66% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,582
shares
|
$1.33 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,578
shares
|
$1.33 Million
0.57% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,577
shares
|
$1.33 Million
1.02% of portfolio
|
Q3 2022
Added 31.71%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
4,558
shares
|
$1.32 Million
0.15% of portfolio
|
Q1 2025
Reduced 91.86%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
4,555
shares
|
$1.32 Million
0.49% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,553
shares
|
$1.32 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,552
shares
|
$1.32 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
4,544
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
4,540
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
4,539
shares
|
$1.32 Million
0.22% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
4,519
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
4,513
shares
|
$1.31 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
4,505
shares
|
$1.31 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,487
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Added 9.73%
|