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 3,428 institutions that hold shares in the stock, with a total of 569 Million shares, which have been reported (via 13F filing form) to have a value of $149 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,221
shares
|
$580,302
0.54% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
2,220
shares
|
$580,041
0.17% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
2,218
shares
|
$579,519
0.12% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,209
shares
|
$577,167
0.28% of portfolio
|
Q1 2024
Added 4.74%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,207
shares
|
$576,644
0.0% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,201
shares
|
$575,077
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
2,200
shares
|
$574,815
0.16% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
2,198
shares
|
$574,293
0.31% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,197
shares
|
$574,032
0.31% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
2,196
shares
|
$573,770
0.12% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,194
shares
|
$573,248
0.12% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,193
shares
|
$572,987
0.03% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,187
shares
|
$571,419
0.05% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
2,186
shares
|
$571,158
0.2% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
2,184
shares
|
$570,635
0.18% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
2,183
shares
|
$570,374
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,181
shares
|
$569,851
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
2,180
shares
|
$569,590
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,178
shares
|
$569,067
0.06% of portfolio
|
Q2 2024
Added 10.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
2,178
shares
|
$569,067
0.17% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,177
shares
|
$568,806
0.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
2,173
shares
|
$567,761
0.21% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,173
shares
|
$567,761
0.06% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,165
shares
|
$565,671
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,163
shares
|
$565,148
0.17% of portfolio
|
Q4 2022
Added 8.48%
|