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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
3,818
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,815
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
3,797
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
3,794
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,787
shares
|
$1.1 Million
0.23% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
3,785
shares
|
$1.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
3,780
shares
|
$1.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,767
shares
|
$1.09 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,761
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 65.04%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
3,760
shares
|
$1.09 Million
0.62% of portfolio
|
Q3 2024
Added 189.23%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
3,760
shares
|
$1.09 Million
0.2% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,758
shares
|
$1.09 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
3,753
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
3,751
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
3,750
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Added 42.05%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
3,747
shares
|
$1.09 Million
0.41% of portfolio
|
Q1 2025
Added 176.12%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,744
shares
|
$1.09 Million
0.66% of portfolio
|
Q4 2023
Reduced 22.02%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,740
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 23.84%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
3,740
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
3,732
shares
|
$1.08 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
3,730
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
3,728
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,725
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,718
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,698
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 5.21%
|