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 3,907 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
70,456
shares
|
$20.9 Million
0.31% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
70,346
shares
|
$20.9 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
70,300
shares
|
$20.9 Million
1.64% of portfolio
|
Q3 2025
Added 24.2%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
70,177
shares
|
$20.9 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
69,906
shares
|
$20.8 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
69,703
shares
|
$20.7 Million
2.87% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
69,601
shares
|
$20.7 Million
0.23% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
69,597
shares
|
$20.7 Million
2.86% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
69,583
shares
|
$20.7 Million
0.31% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
69,499
shares
|
$20.7 Million
1.22% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
69,355
shares
|
$20.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
69,300
shares
|
$20.6 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
69,028
shares
|
$20.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
68,976
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 20, 2025 Q3 2025 |
68,696
shares
|
$20.4 Million
0.98% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
68,564
shares
|
$20.4 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
68,067
shares
|
$20.2 Million
1.17% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
68,020
shares
|
$20.2 Million
2.8% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
67,685
shares
|
$20.1 Million
2.52% of portfolio
|
Q2 2022
Added 4.32%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
67,362
shares
|
$20 Million
0.11% of portfolio
|
Q3 2025
Added 90.49%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,349
shares
|
$19.7 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
65,676
shares
|
$19.5 Million
0.63% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
65,333
shares
|
$19.4 Million
1.28% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
65,091
shares
|
$19.3 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
64,622
shares
|
$19.2 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.27%
|
|