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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
409
shares
|
$103,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
402
shares
|
$101,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
401
shares
|
$101,228
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
400
shares
|
$100,976
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
399
shares
|
$100,723
0.02% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
393
shares
|
$99,208
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
390
shares
|
$98,451
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
389
shares
|
$98,199
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
387
shares
|
$97,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
382
shares
|
$96,432
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
378
shares
|
$95,422
0.03% of portfolio
|
Q3 2023
Reduced 20.59%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
376
shares
|
$94,917
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
373
shares
|
$94,160
0.01% of portfolio
|
Q4 2024
Reduced 34.79%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
366
shares
|
$92,393
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
364
shares
|
$91,888
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
357
shares
|
$90,121
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
357
shares
|
$90,121
0.05% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
353
shares
|
$89,111
0.04% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
348
shares
|
$87,849
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
347
shares
|
$87,596
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
330
shares
|
$83,305
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
329
shares
|
$83,052
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
319
shares
|
$80,528
0.03% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
317
shares
|
$80,023
0.02% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
316
shares
|
$79,771
0.14% of portfolio
|
Q4 2024
Added 31.67%
|