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 |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,940
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
3,939
shares
|
$1.14 Million
0.78% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
3,928
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
3,927
shares
|
$1.14 Million
0.81% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,926
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
3,926
shares
|
$1.14 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
3,919
shares
|
$1.14 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
3,912
shares
|
$1.14 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
3,911
shares
|
$1.13 Million
1.96% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,904
shares
|
$1.13 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,900
shares
|
$1.13 Million
0.54% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
3,892
shares
|
$1.13 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,889
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,888
shares
|
$1.13 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
3,879
shares
|
$1.13 Million
0.24% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
3,859
shares
|
$1.12 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
3,856
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
3,856
shares
|
$1.12 Million
0.43% of portfolio
|
Q4 2024
Reduced 47.32%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
3,853
shares
|
$1.12 Million
0.17% of portfolio
|
Q4 2024
Reduced 44.76%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
3,852
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,849
shares
|
$1.12 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
3,846
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
Added 92.3%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,843
shares
|
$1.12 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
3,836
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
3,824
shares
|
$1.11 Million
0.33% of portfolio
|
Q1 2025
Added 52.78%
|