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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,482
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,475
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
4,473
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
Reduced 20.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,465
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
4,457
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
4,456
shares
|
$1.29 Million
0.63% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
4,455
shares
|
$1.29 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,441
shares
|
$1.29 Million
0.34% of portfolio
|
Q1 2025
Reduced 49.27%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,441
shares
|
$1.29 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
4,426
shares
|
$1.28 Million
0.39% of portfolio
|
Q1 2025
Added 92.02%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
4,425
shares
|
$1.28 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
4,423
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Added 135.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,421
shares
|
$1.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,417
shares
|
$1.28 Million
0.67% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
4,411
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
4,410
shares
|
$1.28 Million
0.38% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
4,410
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
4,407
shares
|
$1.28 Million
0.67% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
4,397
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,395
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2023
Reduced 8.23%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,385
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2022
Reduced 16.36%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
May 14, 2025 Q1 2025 |
4,373
shares
|
$1.27 Million
0.64% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
4,367
shares
|
$1.27 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
4,357
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
4,342
shares
|
$1.26 Million
0.38% of portfolio
|
Q1 2025
Added 3.09%
|