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 |
|---|---|---|---|---|---|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$25,244
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$25,244
0.01% of portfolio
|
Q4 2018
Reduced 83.84%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$25,244
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$25,244
0.01% of portfolio
|
Q2 2023
Reduced 56.52%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
100
shares
|
$25,244
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
100
shares
|
$25,244
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
92
shares
|
$23,224
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
91
shares
|
$22,972
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
81
shares
|
$20,447
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
80
shares
|
$20,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
80
shares
|
$20,195
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
75
shares
|
$18,933
0.0% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
75
shares
|
$18,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
72
shares
|
$18,175
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
72
shares
|
$18,175
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
70
shares
|
$17,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
69
shares
|
$17,418
0.01% of portfolio
|
Q4 2024
Reduced 96.57%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
69
shares
|
$17,418
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
69
shares
|
$17,418
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
67
shares
|
$16,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
66
shares
|
$16,661
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
61
shares
|
$15,398
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
58
shares
|
$14,641
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
56
shares
|
$14,136
0.0% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
50
shares
|
$12,622
0.01% of portfolio
|
Q3 2023
Reduced 99.75%
|