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 |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
2,101
shares
|
$548,949
0.09% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
2,099
shares
|
$548,426
0.27% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,099
shares
|
$548,426
0.25% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
2,098
shares
|
$548,165
0.25% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,096
shares
|
$547,642
0.04% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,095
shares
|
$547,381
0.07% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,092
shares
|
$546,597
0.29% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,092
shares
|
$546,597
0.32% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
2,091
shares
|
$546,336
0.29% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
2,083
shares
|
$544,246
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
2,083
shares
|
$544,246
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
2,078
shares
|
$542,939
0.01% of portfolio
|
Q4 2024
Added 120.59%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
2,078
shares
|
$542,939
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,078
shares
|
$542,939
0.01% of portfolio
|
Q4 2024
Added 79.91%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,077
shares
|
$542,678
0.28% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,071
shares
|
$541,110
0.04% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,068
shares
|
$540,327
0.15% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,068
shares
|
$540,327
0.01% of portfolio
|
Q2 2023
Added 4.71%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
2,058
shares
|
$537,714
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,056
shares
|
$537,191
0.09% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
2,056
shares
|
$537,191
0.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
2,055
shares
|
$536,930
0.23% of portfolio
|
Q4 2022
Reduced 56.23%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,052
shares
|
$536,146
0.09% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
2,052
shares
|
$536,146
0.32% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,051
shares
|
$535,885
0.22% of portfolio
|
Q4 2024
Added 4.96%
|