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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
312
shares
|
$78,761
0.02% of portfolio
|
Q1 2022
Reduced 2.5%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
311
shares
|
$78,508
0.04% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
309
shares
|
$78,003
0.03% of portfolio
|
Q4 2022
Added 53.73%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
309
shares
|
$78,003
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
305
shares
|
$76,994
0.04% of portfolio
|
Q2 2022
Added 4.45%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
303
shares
|
$76,489
0.03% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
301
shares
|
$75,984
0.03% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
300
shares
|
$75,732
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
300
shares
|
$75,732
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$75,732
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
294
shares
|
$74,217
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
292
shares
|
$73,712
0.02% of portfolio
|
Q2 2022
Added 135.48%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
288
shares
|
$72,702
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
287
shares
|
$72,450
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
275
shares
|
$69,421
0.04% of portfolio
|
Q1 2024
Reduced 81.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
271
shares
|
$68,411
0.02% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
270
shares
|
$68,158
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
258
shares
|
$65,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
255
shares
|
$64,372
0.02% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$63,110
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
250
shares
|
$63,110
0.03% of portfolio
|
Q4 2024
Reduced 44.2%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
248
shares
|
$62,605
0.02% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
243
shares
|
$61,342
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
230
shares
|
$58,061
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
220
shares
|
$55,536
0.05% of portfolio
|
Q4 2024
New holding
|