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 |
|---|---|---|---|---|---|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
147
shares
|
$37,108
0.0% of portfolio
|
Q1 2024
Reduced 17.88%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
145
shares
|
$36,603
0.01% of portfolio
|
Q1 2024
Reduced 25.64%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
140
shares
|
$35,341
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
139
shares
|
$35,089
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
139
shares
|
$35,089
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
139
shares
|
$35,089
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
136
shares
|
$34,331
0.01% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
131
shares
|
$33,069
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
127
shares
|
$32,059
0.01% of portfolio
|
Q3 2024
Added 1054.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
121
shares
|
$30,545
0.01% of portfolio
|
Q4 2024
Added 51.25%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
120
shares
|
$30,292
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
120
shares
|
$30,292
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
119
shares
|
$30,040
0.02% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
119
shares
|
$30,040
0.02% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
118
shares
|
$29,787
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
116
shares
|
$29,283
0.01% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
113
shares
|
$28,525
0.01% of portfolio
|
Q4 2024
Added 52.7%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
112
shares
|
$28,273
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
110
shares
|
$27,768
0.01% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
110
shares
|
$27,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
105
shares
|
$26,506
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
104
shares
|
$26,253
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
102
shares
|
$25,748
0.01% of portfolio
|
Q2 2022
Reduced 8.93%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
102
shares
|
$25,748
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$25,244
0.01% of portfolio
|
Q4 2021
New holding
|