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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
1,265
shares
|
$282,057
0.03% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$281,611
0.09% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
1,262
shares
|
$281,388
0.1% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
1,259
shares
|
$280,719
0.12% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
1,253
shares
|
$279,381
0.36% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$278,712
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$278,043
0.12% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
1,247
shares
|
$278,043
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
1,243
shares
|
$277,151
0.09% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,237
shares
|
$275,813
0.04% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
1,236
shares
|
$275,590
0.02% of portfolio
|
Q2 2024
Added 67.03%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,235
shares
|
$275,367
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
1,233
shares
|
$274,922
0.05% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,224
shares
|
$272,915
0.06% of portfolio
|
Q1 2024
Reduced 11.75%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
1,224
shares
|
$272,915
0.03% of portfolio
|
Q3 2024
Reduced 38.74%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
1,223
shares
|
$272,692
0.01% of portfolio
|
Q3 2024
Added 29.83%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
1,221
shares
|
$272,246
0.04% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
1,220
shares
|
$272,023
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,219
shares
|
$271,800
0.08% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,217
shares
|
$271,354
0.04% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
1,216
shares
|
$271,131
0.09% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,213
shares
|
$270,462
0.13% of portfolio
|
Q3 2024
Reduced 75.53%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
1,213
shares
|
$270,462
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,211
shares
|
$270,016
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
1,211
shares
|
$270,016
0.19% of portfolio
|
Q3 2024
New holding
|