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 |
|---|---|---|---|---|---|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
14,522
shares
|
$3.76 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
14,519
shares
|
$3.76 Million
1.72% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
14,500
shares
|
$3.76 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,458
shares
|
$3.75 Million
1.1% of portfolio
|
Q2 2025
Added 29.16%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
14,450
shares
|
$3.74 Million
2.92% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
14,448
shares
|
$3.74 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
14,426
shares
|
$3.74 Million
0.26% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
14,400
shares
|
$3.73 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,397
shares
|
$3.73 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
14,390
shares
|
$3.73 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
14,376
shares
|
$3.72 Million
1.02% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
14,350
shares
|
$3.72 Million
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
14,336
shares
|
$3.71 Million
1.85% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
14,300
shares
|
$3.7 Million
0.15% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
14,270
shares
|
$3.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
14,256
shares
|
$3.69 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
14,247
shares
|
$3.69 Million
1.13% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
14,168
shares
|
$3.67 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
14,166
shares
|
$3.67 Million
0.85% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,158
shares
|
$3.67 Million
0.16% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
14,070
shares
|
$3.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
14,057
shares
|
$3.64 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
14,034
shares
|
$3.64 Million
0.1% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
14,028
shares
|
$3.63 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
14,028
shares
|
$3.63 Million
0.14% of portfolio
|
Q2 2025
Added 3.03%
|