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 |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
3,108
shares
|
$901,755
0.03% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
3,108
shares
|
$901,755
0.36% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,101
shares
|
$899,724
0.76% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
3,096
shares
|
$898,273
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
3,093
shares
|
$897,403
0.06% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
3,088
shares
|
$895,952
0.13% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,087
shares
|
$895,662
0.41% of portfolio
|
Q3 2024
Reduced 21.65%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,087
shares
|
$895,662
0.15% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,083
shares
|
$894,501
0.03% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
3,079
shares
|
$893,341
0.07% of portfolio
|
Q1 2025
Added 149.31%
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
3,072
shares
|
$891,310
0.19% of portfolio
|
Q3 2019
Reduced 6.11%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
3,072
shares
|
$891,310
0.63% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,071
shares
|
$891,019
0.14% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
3,058
shares
|
$887,248
0.3% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,055
shares
|
$886,377
0.12% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
3,055
shares
|
$886,377
0.22% of portfolio
|
Q1 2023
Reduced 12.49%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
3,054
shares
|
$886,087
0.32% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
3,049
shares
|
$884,636
0.21% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
3,047
shares
|
$884,056
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
3,047
shares
|
$884,056
0.09% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
3,045
shares
|
$883,476
0.17% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,040
shares
|
$882,025
0.12% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
3,036
shares
|
$880,865
0.25% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
3,036
shares
|
$880,865
0.14% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
3,032
shares
|
$879,704
0.19% of portfolio
|
Q1 2025
Reduced 0.52%
|