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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
50
shares
|
$12,622
0.0% of portfolio
|
Q4 2022
Reduced 87.62%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
50
shares
|
$12,622
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
48
shares
|
$12,117
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$11,864
0.0% of portfolio
|
Q2 2024
Reduced 52.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
42
shares
|
$10,602
0.0% of portfolio
|
Q4 2024
Added 35.48%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
40
shares
|
$10,097
0.0% of portfolio
|
Q4 2024
Reduced 92.45%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
40
shares
|
$10,097
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
40
shares
|
$10,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
40
shares
|
$10,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
35
shares
|
$8,835
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
35
shares
|
$8,835
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
31
shares
|
$7,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
31
shares
|
$7,825
0.0% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$7,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$7,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
30
shares
|
$7,573
0.0% of portfolio
|
Q1 2024
Reduced 88.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
21
shares
|
$5,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
19
shares
|
$4,796
0.18% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
17
shares
|
$4,291
0.0% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
16
shares
|
$4,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
15
shares
|
$3,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$3,281
0.0% of portfolio
|
Q1 2024
Reduced 96.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
13
shares
|
$3,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
11
shares
|
$2,776
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$2,524
0.0% of portfolio
|
Q1 2022
Reduced 88.76%
|