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 3,657 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 |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,333
shares
|
$967,036
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
3,329
shares
|
$965,876
0.17% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
3,324
shares
|
$964,425
0.17% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,321
shares
|
$963,554
0.08% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
3,320
shares
|
$963,264
0.36% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
3,320
shares
|
$963,264
0.0% of portfolio
|
Q1 2025
Reduced 93.44%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
3,316
shares
|
$962,104
0.99% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
3,307
shares
|
$959,492
0.33% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
3,305
shares
|
$958,912
0.12% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
3,302
shares
|
$958,042
0.01% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,298
shares
|
$956,881
0.08% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
3,295
shares
|
$956,011
0.22% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
3,290
shares
|
$954,560
0.49% of portfolio
|
Q2 2025
Added 28.77%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,288
shares
|
$953,980
0.23% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,275
shares
|
$950,208
0.11% of portfolio
|
Q1 2023
Added 7.38%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
3,271
shares
|
$949,047
0.23% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,267
shares
|
$947,887
0.13% of portfolio
|
Q1 2025
Reduced 36.45%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,267
shares
|
$947,887
0.18% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
3,254
shares
|
$944,115
0.39% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
3,250
shares
|
$942,955
0.07% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,240
shares
|
$940,053
0.44% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
3,230
shares
|
$937,152
0.36% of portfolio
|
Q4 2024
Reduced 39.19%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,230
shares
|
$937,152
0.05% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,224
shares
|
$935,411
0.79% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
3,222
shares
|
$934,831
0.73% of portfolio
|
Q4 2024
Reduced 1.53%
|