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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
3,695
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
3,691
shares
|
$1.07 Million
0.14% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,689
shares
|
$1.07 Million
0.28% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
3,678
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Added 61.1%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
3,672
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,672
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Added 33.0%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
3,657
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,651
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
3,650
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
3,648
shares
|
$1.06 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
3,645
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3,643
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,642
shares
|
$1.06 Million
0.42% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,641
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,638
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
3,633
shares
|
$1.05 Million
0.65% of portfolio
|
Q1 2025
Added 107.24%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
3,632
shares
|
$1.05 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
3,631
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
3,630
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,630
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
3,626
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,623
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
3,621
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,616
shares
|
$1.05 Million
0.85% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
3,604
shares
|
$1.05 Million
0.31% of portfolio
|
Q1 2025
Added 0.64%
|