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 3,218 institutions that hold shares in the stock, with a total of 550 Million shares, which have been reported (via 13F filing form) to have a value of $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
1,585
shares
|
$353,407
0.1% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
1,585
shares
|
$353,407
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
1,583
shares
|
$352,961
0.14% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,581
shares
|
$352,515
0.18% of portfolio
|
Q3 2024
Reduced 31.65%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
1,580
shares
|
$352,292
0.29% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
1,579
shares
|
$352,069
0.25% of portfolio
|
Q2 2024
Reduced 23.13%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,567
shares
|
$349,393
0.01% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
1,567
shares
|
$349,393
0.19% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,565
shares
|
$348,948
0.04% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
1,565
shares
|
$348,948
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,565
shares
|
$348,948
0.1% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,560
shares
|
$347,833
0.25% of portfolio
|
Q1 2024
Added 80.97%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
1,559
shares
|
$347,610
0.2% of portfolio
|
Q2 2024
Reduced 15.27%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,554
shares
|
$346,495
0.02% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,549
shares
|
$345,380
0.27% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
1,549
shares
|
$345,380
0.06% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,548
shares
|
$345,157
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
1,543
shares
|
$344,042
0.23% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
1,540
shares
|
$343,373
0.07% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,537
shares
|
$342,704
0.09% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,537
shares
|
$342,704
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
1,532
shares
|
$341,590
0.14% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
1,532
shares
|
$341,590
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
1,528
shares
|
$340,698
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,528
shares
|
$340,698
0.87% of portfolio
|
Q3 2024
Reduced 8.94%
|