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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
23,337
shares
|
$6.05 Million
0.28% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
23,327
shares
|
$6.04 Million
0.32% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
23,305
shares
|
$6.04 Million
0.31% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
23,192
shares
|
$6.01 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
23,135
shares
|
$5.99 Million
0.3% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
23,128
shares
|
$5.99 Million
0.53% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
23,102
shares
|
$5.99 Million
1.14% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
23,102
shares
|
$5.99 Million
0.03% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
23,034
shares
|
$5.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.42%
|
|
|
Windward Capital Management CO
|
Aug 12, 2025 Q2 2025 |
23,005
shares
|
$5.96 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
22,844
shares
|
$5.92 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
22,830
shares
|
$5.91 Million
1.62% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
22,607
shares
|
$5.86 Million
0.68% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
22,599
shares
|
$5.85 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
22,554
shares
|
$5.84 Million
0.19% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Jul 28, 2025 Q2 2025 |
22,513
shares
|
$5.83 Million
0.1% of portfolio
|
Q2 2025
Added 373.86%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
22,385
shares
|
$5.8 Million
0.45% of portfolio
|
Q2 2025
Added 19.62%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,255
shares
|
$5.77 Million
0.34% of portfolio
|
Q2 2023
Added 63.04%
|
|
|
Green Alpha Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
22,170
shares
|
$5.74 Million
7.49% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
22,015
shares
|
$5.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
22,003
shares
|
$5.7 Million
3.16% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
22,000
shares
|
$5.7 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
21,989
shares
|
$5.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
21,951
shares
|
$5.69 Million
2.26% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
21,869
shares
|
$5.67 Million
1.14% of portfolio
|
Q2 2025
Added 19.05%
|