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 |
|---|---|---|---|---|---|
|
M & L Capital Management LTD
London, X0 |
Feb 10, 2025 Q4 2024 |
220
shares
|
$55,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
217
shares
|
$54,779
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
215
shares
|
$54,274
0.02% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
207
shares
|
$52,255
0.02% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
207
shares
|
$52,255
0.02% of portfolio
|
Q4 2024
Reduced 38.39%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
206
shares
|
$52,002
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
202
shares
|
$50,992
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$50,488
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
200
shares
|
$50,488
0.03% of portfolio
|
Q1 2024
Added 31.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
200
shares
|
$50,488
0.08% of portfolio
|
Q4 2024
Reduced 88.32%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
197
shares
|
$49,730
0.0% of portfolio
|
Q4 2023
Reduced 82.04%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
197
shares
|
$49,730
0.03% of portfolio
|
Q3 2023
Reduced 19.59%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
195
shares
|
$49,225
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
194
shares
|
$48,973
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
192
shares
|
$48,468
0.03% of portfolio
|
Q4 2024
Added 174.29%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
186
shares
|
$46,953
0.03% of portfolio
|
Q4 2023
Reduced 64.84%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
181
shares
|
$45,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
175
shares
|
$44,177
0.03% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
170
shares
|
$42,914
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
161
shares
|
$40,642
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
160
shares
|
$40,390
0.01% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
157
shares
|
$39,633
0.02% of portfolio
|
Q4 2024
Added 134.33%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
156
shares
|
$39,380
0.02% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
154
shares
|
$38,875
0.02% of portfolio
|
Q3 2024
Reduced 64.68%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
150
shares
|
$37,866
0.02% of portfolio
|
Q2 2022
New holding
|