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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
1,318
shares
|
$301,597
0.08% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
1,316
shares
|
$301,140
0.05% of portfolio
|
Q2 2024
Added 7.87%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,312
shares
|
$300,224
0.06% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
1,310
shares
|
$299,767
0.12% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,307
shares
|
$299,080
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
1,303
shares
|
$298,165
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
1,301
shares
|
$297,707
0.21% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,300
shares
|
$297,479
0.08% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
1,298
shares
|
$297,021
0.28% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,292
shares
|
$295,648
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
1,292
shares
|
$295,648
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
1,292
shares
|
$295,648
0.19% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,291
shares
|
$295,419
0.07% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
1,291
shares
|
$295,419
0.24% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,290
shares
|
$295,190
0.13% of portfolio
|
Q3 2024
Reduced 59.29%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
1,287
shares
|
$294,504
0.16% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
1,285
shares
|
$294,046
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,284
shares
|
$293,817
0.22% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
1,284
shares
|
$293,817
0.09% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$291,987
0.25% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,275
shares
|
$291,758
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
1,275
shares
|
$291,758
0.19% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
1,275
shares
|
$291,758
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,274
shares
|
$291,529
0.18% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
1,273
shares
|
$291,300
0.11% of portfolio
|
Q3 2024
New holding
|