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 LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,849
shares
|
$5.66 Million
0.4% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
21,828
shares
|
$5.66 Million
0.22% of portfolio
|
Q2 2022
Added 10.74%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,786
shares
|
$5.64 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
21,724
shares
|
$5.63 Million
0.12% of portfolio
|
Q2 2025
Added 23.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
21,715
shares
|
$5.63 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
21,707
shares
|
$5.62 Million
0.18% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
21,680
shares
|
$5.62 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
21,671
shares
|
$5.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
21,612
shares
|
$5.6 Million
0.85% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
21,600
shares
|
$5.6 Million
0.2% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
21,546
shares
|
$5.58 Million
2.03% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
21,484
shares
|
$5.57 Million
0.13% of portfolio
|
Q2 2025
Added 167.48%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
21,454
shares
|
$5.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
21,357
shares
|
$5.53 Million
2.08% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
21,227
shares
|
$5.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
21,205
shares
|
$5.49 Million
0.13% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
21,072
shares
|
$5.46 Million
0.15% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
21,014
shares
|
$5.44 Million
2.75% of portfolio
|
Q2 2025
Reduced 27.33%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
21,013
shares
|
$5.44 Million
0.32% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
20,970
shares
|
$5.43 Million
0.83% of portfolio
|
Q2 2025
Added 23.25%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
20,962
shares
|
$5.43 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
20,952
shares
|
$5.43 Million
0.23% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
20,935
shares
|
$5.42 Million
1.35% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
20,897
shares
|
$5.41 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
20,890
shares
|
$5.41 Million
0.47% of portfolio
|
Q2 2025
Reduced 8.19%
|