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 |
|---|---|---|---|---|---|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,953
shares
|
$856,783
0.65% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,951
shares
|
$856,203
0.76% of portfolio
|
Q2 2022
Added 20.06%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
2,943
shares
|
$853,882
0.18% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,937
shares
|
$852,141
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
2,934
shares
|
$851,270
0.11% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
2,933
shares
|
$850,980
0.12% of portfolio
|
Q3 2023
Reduced 22.47%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
2,932
shares
|
$850,690
0.75% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,931
shares
|
$850,400
0.1% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
2,927
shares
|
$849,239
0.03% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
2,925
shares
|
$848,659
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,919
shares
|
$846,918
0.09% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,917
shares
|
$846,338
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
2,916
shares
|
$846,048
0.06% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,913
shares
|
$845,177
0.46% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
2,911
shares
|
$844,597
0.45% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
2,900
shares
|
$841,406
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,895
shares
|
$839,955
0.06% of portfolio
|
Q1 2025
Added 45.55%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
2,894
shares
|
$839,665
0.32% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,894
shares
|
$839,665
0.67% of portfolio
|
Q1 2025
Added 64.99%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
2,893
shares
|
$839,375
0.16% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
2,890
shares
|
$838,504
0.06% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
2,887
shares
|
$837,634
0.14% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
2,885
shares
|
$837,053
0.31% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
2,882
shares
|
$836,183
0.08% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,880
shares
|
$835,603
0.26% of portfolio
|
Q1 2025
Added 1.23%
|