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 3,220 institutions that hold shares in the stock, with a total of 551 Million shares, which have been reported (via 13F filing form) to have a value of $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,458
shares
|
$333,634
0.01% of portfolio
|
Q3 2024
Reduced 46.44%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,456
shares
|
$333,176
0.05% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,456
shares
|
$333,176
0.1% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,452
shares
|
$332,261
0.02% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,452
shares
|
$332,261
0.17% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,451
shares
|
$332,032
0.07% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
1,448
shares
|
$331,345
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,448
shares
|
$331,345
0.06% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,445
shares
|
$330,659
0.07% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
1,442
shares
|
$329,972
0.08% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
1,441
shares
|
$329,744
0.26% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,440
shares
|
$329,515
0.12% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
1,438
shares
|
$329,057
0.5% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,437
shares
|
$328,828
0.23% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,434
shares
|
$328,142
0.04% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,429
shares
|
$326,998
0.04% of portfolio
|
Q2 2024
Reduced 21.87%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
1,429
shares
|
$326,998
0.12% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,428
shares
|
$326,769
0.07% of portfolio
|
Q2 2024
Added 55.9%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
1,426
shares
|
$326,311
0.04% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,426
shares
|
$326,311
0.08% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
1,421
shares
|
$325,167
0.08% of portfolio
|
Q2 2024
Added 16.38%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
1,420
shares
|
$324,938
0.16% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,413
shares
|
$323,336
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
1,413
shares
|
$323,336
0.0% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
1,406
shares
|
$321,734
0.08% of portfolio
|
Q2 2024
Added 5.48%
|