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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,879
shares
|
$835,313
0.19% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,878
shares
|
$835,022
0.39% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
2,869
shares
|
$832,411
0.11% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,866
shares
|
$831,541
0.02% of portfolio
|
Q3 2022
Reduced 13.88%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
2,865
shares
|
$831,251
0.27% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,863
shares
|
$830,670
0.11% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,860
shares
|
$829,800
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
2,859
shares
|
$829,510
0.67% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
2,859
shares
|
$829,510
0.51% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
2,852
shares
|
$827,479
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,847
shares
|
$826,028
0.06% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
2,847
shares
|
$826,028
0.07% of portfolio
|
Q1 2025
Reduced 74.45%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
2,845
shares
|
$825,448
0.06% of portfolio
|
Q1 2025
Added 76.93%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
2,842
shares
|
$824,577
0.33% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
2,839
shares
|
$823,707
0.25% of portfolio
|
Q2 2023
Reduced 3.11%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,834
shares
|
$822,256
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
2,827
shares
|
$820,225
0.07% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,823
shares
|
$819,065
0.25% of portfolio
|
Q1 2025
Reduced 51.27%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
2,821
shares
|
$818,484
0.08% of portfolio
|
Q3 2024
Added 27.01%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,817
shares
|
$817,324
0.15% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,816
shares
|
$817,034
0.3% of portfolio
|
Q2 2023
Reduced 9.69%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
2,815
shares
|
$816,744
0.31% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,814
shares
|
$816,453
0.08% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,789
shares
|
$809,200
0.04% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
2,788
shares
|
$808,910
0.02% of portfolio
|
Q1 2025
New holding
|