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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
2,696
shares
|
$782,217
0.12% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
2,695
shares
|
$781,927
0.05% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,691
shares
|
$780,766
0.2% of portfolio
|
Q1 2025
Reduced 73.81%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
2,688
shares
|
$779,896
0.23% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
2,686
shares
|
$779,316
0.05% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,682
shares
|
$778,155
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
2,681
shares
|
$777,865
0.27% of portfolio
|
Q1 2025
Added 30.91%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,680
shares
|
$777,575
0.07% of portfolio
|
Q2 2023
Added 13.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,679
shares
|
$777,285
0.04% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
2,679
shares
|
$777,285
0.29% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
2,670
shares
|
$774,673
0.04% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
2,668
shares
|
$774,093
0.14% of portfolio
|
Q4 2021
Reduced 6.97%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
2,668
shares
|
$774,093
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
2,667
shares
|
$773,803
0.27% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
2,665
shares
|
$773,223
0.05% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,665
shares
|
$773,223
0.52% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
2,664
shares
|
$772,932
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
2,647
shares
|
$768,000
0.06% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
2,634
shares
|
$764,228
0.05% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
2,630
shares
|
$763,068
0.14% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,628
shares
|
$762,487
0.23% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
2,617
shares
|
$759,296
0.53% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,616
shares
|
$759,006
0.0% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,616
shares
|
$759,006
0.18% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,606
shares
|
$756,104
0.56% of portfolio
|
Q4 2022
Added 9.82%
|