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 |
|---|---|---|---|---|---|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
1,997
shares
|
$521,776
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
1,991
shares
|
$520,208
0.35% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,989
shares
|
$519,685
0.04% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,982
shares
|
$517,856
0.05% of portfolio
|
Q4 2024
Reduced 22.82%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
1,980
shares
|
$517,334
0.14% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,980
shares
|
$517,334
0.29% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,975
shares
|
$516,027
0.28% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,974
shares
|
$515,766
0.13% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
1,971
shares
|
$514,982
0.27% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
1,970
shares
|
$514,721
0.08% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
1,962
shares
|
$512,631
0.08% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
1,951
shares
|
$509,757
0.14% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
1,950
shares
|
$509,495
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,946
shares
|
$508,450
0.09% of portfolio
|
Q4 2024
Added 36.27%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
1,942
shares
|
$507,405
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
1,937
shares
|
$506,099
0.08% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,935
shares
|
$505,576
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,932
shares
|
$504,792
0.05% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,932
shares
|
$504,792
0.06% of portfolio
|
Q4 2024
Added 58.75%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,929
shares
|
$504,009
0.08% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,929
shares
|
$504,009
0.01% of portfolio
|
Q4 2024
Reduced 22.25%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
1,928
shares
|
$503,747
0.09% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
1,928
shares
|
$503,747
0.15% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
1,926
shares
|
$503,225
0.07% of portfolio
|
Q4 2024
Added 93.76%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,923
shares
|
$502,441
0.17% of portfolio
|
Q4 2024
Added 1.96%
|