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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
2,279
shares
|
$661,229
0.2% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
2,277
shares
|
$660,648
0.16% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
2,277
shares
|
$660,648
0.04% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,276
shares
|
$660,358
0.16% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,273
shares
|
$659,488
0.09% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
2,269
shares
|
$658,327
0.05% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,260
shares
|
$655,716
0.29% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
2,258
shares
|
$655,136
0.1% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
2,254
shares
|
$653,975
0.13% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
2,254
shares
|
$653,975
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
2,251
shares
|
$653,105
0.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,249
shares
|
$652,524
0.03% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
2,247
shares
|
$651,944
0.17% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Fruth Investment Management
|
Jun 05, 2025 Q1 2025 |
2,247
shares
|
$651,944
0.15% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,245
shares
|
$651,364
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
2,245
shares
|
$651,364
0.08% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
2,238
shares
|
$649,333
0.06% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
2,236
shares
|
$648,753
0.02% of portfolio
|
Q1 2025
Added 55.49%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
2,236
shares
|
$648,753
0.54% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,235
shares
|
$648,462
0.12% of portfolio
|
Q2 2022
Added 7.19%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
2,235
shares
|
$648,462
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
2,234
shares
|
$648,172
0.4% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,232
shares
|
$647,592
0.11% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
2,231
shares
|
$647,302
0.24% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,226
shares
|
$645,851
0.09% of portfolio
|
Q1 2025
Added 9.66%
|