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 3,460 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 $144 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
491
shares
|
$123,948
0.05% of portfolio
|
Q4 2024
Added 30.93%
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
490
shares
|
$123,695
0.1% of portfolio
|
Q3 2024
New holding
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
485
shares
|
$122,433
0.04% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
477
shares
|
$120,413
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
470
shares
|
$118,646
0.02% of portfolio
|
Q2 2024
Added 0.86%
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
466
shares
|
$117,637
0.07% of portfolio
|
Q3 2024
Added 109.91%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
466
shares
|
$117,637
0.03% of portfolio
|
Q3 2024
New holding
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
460
shares
|
$116,122
0.1% of portfolio
|
Q3 2024
New holding
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
452
shares
|
$114,102
0.03% of portfolio
|
Q4 2024
Reduced 33.63%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
451
shares
|
$113,850
0.03% of portfolio
|
Q1 2024
Reduced 87.35%
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
450
shares
|
$113,598
0.05% of portfolio
|
Q2 2022
Reduced 4.86%
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
449
shares
|
$113,345
0.06% of portfolio
|
Q3 2023
Reduced 52.69%
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
441
shares
|
$111,326
0.07% of portfolio
|
Q4 2024
New holding
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
440
shares
|
$111,073
0.03% of portfolio
|
Q4 2024
Added 10.0%
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
436
shares
|
$110,063
0.07% of portfolio
|
Q4 2023
Added 75.23%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
433
shares
|
$109,306
0.07% of portfolio
|
Q3 2024
Added 0.7%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
433
shares
|
$109,306
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
432
shares
|
$109,054
0.02% of portfolio
|
Q3 2024
New holding
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
432
shares
|
$109,054
0.02% of portfolio
|
Q4 2024
Added 74.9%
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
431
shares
|
$108,801
0.01% of portfolio
|
Q3 2023
Reduced 39.38%
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
429
shares
|
$108,296
0.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
428
shares
|
$108,044
0.05% of portfolio
|
Q3 2024
New holding
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
427
shares
|
$107,791
0.1% of portfolio
|
Q4 2024
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
421
shares
|
$106,277
0.05% of portfolio
|
Q1 2024
Added 7.12%
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
415
shares
|
$104,762
0.02% of portfolio
|
Q4 2024
Added 190.21%
|