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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
1,528
shares
|
$340,698
0.03% of portfolio
|
Q3 2024
Reduced 32.84%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
1,527
shares
|
$340,475
0.17% of portfolio
|
Q3 2024
Added 25.27%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,526
shares
|
$340,252
0.09% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
1,523
shares
|
$339,583
0.22% of portfolio
|
Q2 2024
Reduced 27.37%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,523
shares
|
$339,583
0.11% of portfolio
|
Q3 2023
Added 2.21%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,522
shares
|
$339,360
0.35% of portfolio
|
Q2 2024
Reduced 12.48%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,522
shares
|
$339,360
0.23% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,521
shares
|
$339,137
0.08% of portfolio
|
Q3 2024
Added 588.24%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
1,518
shares
|
$338,468
0.01% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
1,517
shares
|
$338,245
0.1% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
1,514
shares
|
$337,576
0.15% of portfolio
|
Q3 2024
Reduced 16.68%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,511
shares
|
$336,907
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
1,508
shares
|
$336,238
0.15% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
1,503
shares
|
$335,123
0.13% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
1,502
shares
|
$334,900
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
1,502
shares
|
$334,900
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,501
shares
|
$334,677
0.04% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.09% of portfolio
|
Q2 2020
Reduced 69.22%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2023 Q3 2023 |
1,500
shares
|
$334,455
0.3% of portfolio
|
Q3 2023
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.15% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.27% of portfolio
|
Q1 2024
Reduced 98.41%
|