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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
4,340
shares
|
$1.26 Million
0.41% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
4,337
shares
|
$1.26 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
4,335
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Added 61.39%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
4,318
shares
|
$1.25 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,314
shares
|
$1.25 Million
0.51% of portfolio
|
Q1 2025
Reduced 29.06%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
4,311
shares
|
$1.25 Million
0.4% of portfolio
|
Q1 2025
Added 34.17%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,303
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Capital Management Inc
|
May 15, 2025 Q1 2025 |
4,300
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
4,295
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
4,279
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
4,275
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
4,270
shares
|
$1.24 Million
1.17% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
4,259
shares
|
$1.24 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,248
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,244
shares
|
$1.23 Million
0.25% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,243
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
4,235
shares
|
$1.23 Million
0.39% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
4,235
shares
|
$1.23 Million
0.67% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Apr 28, 2025 Q1 2025 |
4,235
shares
|
$1.23 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
4,213
shares
|
$1.22 Million
0.48% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
4,210
shares
|
$1.22 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,205
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
4,205
shares
|
$1.22 Million
0.9% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
4,200
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
4,200
shares
|
$1.22 Million
0.9% of portfolio
|
Q3 2024
Added 13.51%
|