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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
2,096
shares
|
$608,133
0.25% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
2,093
shares
|
$607,263
0.11% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
2,092
shares
|
$606,972
0.16% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,092
shares
|
$606,972
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
2,090
shares
|
$606,392
0.45% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
2,089
shares
|
$606,102
0.34% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
2,087
shares
|
$605,522
0.1% of portfolio
|
Q1 2025
Reduced 19.33%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
2,084
shares
|
$604,651
0.31% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
2,083
shares
|
$604,361
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
2,079
shares
|
$603,201
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
2,078
shares
|
$602,910
0.01% of portfolio
|
Q4 2024
Added 120.59%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
2,078
shares
|
$602,910
0.14% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,078
shares
|
$602,910
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,077
shares
|
$602,620
0.28% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,076
shares
|
$602,330
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,075
shares
|
$602,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
2,070
shares
|
$600,589
0.02% of portfolio
|
Q1 2025
Added 46.29%
|
|
|
Tealwood Asset Management Inc
|
Apr 11, 2025 Q1 2025 |
2,068
shares
|
$600,009
0.24% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,068
shares
|
$600,009
0.01% of portfolio
|
Q2 2023
Added 4.71%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
2,062
shares
|
$598,268
0.12% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
2,059
shares
|
$597,398
0.1% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
2,057
shares
|
$596,817
0.52% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
2,056
shares
|
$596,527
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
2,055
shares
|
$596,237
0.28% of portfolio
|
Q4 2022
Reduced 56.23%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
2,055
shares
|
$596,237
0.41% of portfolio
|
Q2 2025
Added 0.15%
|