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 |
|---|---|---|---|---|---|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,221
shares
|
$644,400
0.54% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
2,218
shares
|
$643,530
0.14% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,218
shares
|
$643,530
0.23% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,214
shares
|
$642,369
0.22% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
2,209
shares
|
$640,919
0.33% of portfolio
|
Q1 2024
Added 4.74%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
2,208
shares
|
$640,629
0.1% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,206
shares
|
$640,048
0.03% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,203
shares
|
$639,178
0.07% of portfolio
|
Q1 2025
Added 38.12%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
2,199
shares
|
$638,017
0.26% of portfolio
|
Q1 2025
Reduced 76.34%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,197
shares
|
$637,437
0.31% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,193
shares
|
$636,277
0.24% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,192
shares
|
$635,986
0.15% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
2,192
shares
|
$635,986
0.44% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,179
shares
|
$632,215
0.07% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,178
shares
|
$631,924
0.06% of portfolio
|
Q2 2024
Added 10.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
2,178
shares
|
$631,924
0.18% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
2,174
shares
|
$630,764
0.03% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
2,174
shares
|
$630,764
0.58% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
2,173
shares
|
$630,474
0.0% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
2,165
shares
|
$628,153
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
2,164
shares
|
$627,862
0.15% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,163
shares
|
$627,572
0.17% of portfolio
|
Q4 2022
Added 8.48%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,162
shares
|
$627,282
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,159
shares
|
$626,412
0.06% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
2,156
shares
|
$625,541
0.06% of portfolio
|
Q1 2024
Reduced 12.21%
|