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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,160
shares
|
$3.41 Million
0.37% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
13,103
shares
|
$3.39 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
13,092
shares
|
$3.39 Million
0.18% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
13,084
shares
|
$3.39 Million
3.08% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
13,075
shares
|
$3.39 Million
1.81% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
13,065
shares
|
$3.38 Million
0.17% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
13,054
shares
|
$3.38 Million
0.14% of portfolio
|
Q3 2022
Added 80.93%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
13,015
shares
|
$3.37 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
13,006
shares
|
$3.37 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
12,993
shares
|
$3.37 Million
0.11% of portfolio
|
Q2 2025
Added 51.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12,992
shares
|
$3.37 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
12,954
shares
|
$3.36 Million
0.63% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,921
shares
|
$3.35 Million
0.35% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
12,875
shares
|
$3.34 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
12,828
shares
|
$3.32 Million
1.54% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
12,814
shares
|
$3.32 Million
0.99% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
12,804
shares
|
$3.32 Million
1.69% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
12,752
shares
|
$3.3 Million
0.11% of portfolio
|
Q2 2025
Added 6150.98%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
12,714
shares
|
$3.29 Million
0.17% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
12,677
shares
|
$3.28 Million
1.55% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
12,664
shares
|
$3.28 Million
1.08% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,652
shares
|
$3.28 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
12,643
shares
|
$3.28 Million
0.51% of portfolio
|
Q2 2025
Added 304.84%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
12,604
shares
|
$3.27 Million
0.12% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
12,603
shares
|
$3.27 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.18%
|