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 3,833 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
69,703
shares
|
$18.1 Million
3.13% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
69,696
shares
|
$18.1 Million
1.95% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
69,579
shares
|
$18 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
69,028
shares
|
$17.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
68,770
shares
|
$17.8 Million
0.99% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
67,748
shares
|
$17.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
67,685
shares
|
$17.5 Million
2.52% of portfolio
|
Q2 2022
Added 4.32%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
67,504
shares
|
$17.5 Million
2.53% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
66,609
shares
|
$17.3 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,349
shares
|
$17.2 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
65,593
shares
|
$17 Million
1.67% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
65,392
shares
|
$16.9 Million
0.31% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
65,252
shares
|
$16.9 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
65,028
shares
|
$16.8 Million
1.27% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
64,798
shares
|
$16.8 Million
1.43% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
64,588
shares
|
$16.7 Million
2.71% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
64,583
shares
|
$16.7 Million
2.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
64,502
shares
|
$16.7 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
64,471
shares
|
$16.7 Million
0.27% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
64,149
shares
|
$16.6 Million
1.66% of portfolio
|
Q3 2022
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
63,996
shares
|
$16.6 Million
2.09% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
63,824
shares
|
$16.5 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
63,635
shares
|
$16.5 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
63,524
shares
|
$16.5 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,199
shares
|
$16.4 Million
0.12% of portfolio
|
Q1 2025
Added 0.79%
|