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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
1,500
shares
|
$334,455
0.3% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
1,500
shares
|
$334,455
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,494
shares
|
$333,117
0.06% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,494
shares
|
$333,117
0.09% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
1,492
shares
|
$332,671
0.07% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
1,488
shares
|
$331,779
0.08% of portfolio
|
Q3 2023
Reduced 2.94%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
1,488
shares
|
$331,779
0.02% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
1,488
shares
|
$331,779
0.26% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
1,486
shares
|
$331,333
0.01% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,486
shares
|
$331,333
0.34% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
1,485
shares
|
$331,110
0.07% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,485
shares
|
$331,110
0.18% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
1,480
shares
|
$329,995
0.03% of portfolio
|
Q3 2024
Reduced 30.35%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,478
shares
|
$329,549
0.06% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,476
shares
|
$329,103
0.05% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
1,475
shares
|
$328,880
0.17% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,475
shares
|
$328,880
0.19% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,474
shares
|
$328,657
0.22% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,472
shares
|
$328,211
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,467
shares
|
$327,096
0.07% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$326,874
0.29% of portfolio
|
Q3 2024
Reduced 28.31%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
1,461
shares
|
$325,759
0.19% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,458
shares
|
$325,090
0.01% of portfolio
|
Q3 2024
Reduced 46.44%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,456
shares
|
$324,644
0.05% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,456
shares
|
$324,644
0.1% of portfolio
|
Q3 2024
Reduced 4.84%
|