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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,206
shares
|
$268,901
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
1,202
shares
|
$268,009
0.03% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,200
shares
|
$267,564
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$267,564
0.1% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,198
shares
|
$267,118
0.04% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,194
shares
|
$266,226
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
1,193
shares
|
$266,003
0.09% of portfolio
|
Q2 2024
Added 4.37%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,193
shares
|
$266,003
0.05% of portfolio
|
Q3 2024
Reduced 52.28%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,188
shares
|
$264,888
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,183
shares
|
$263,773
0.04% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,179
shares
|
$262,881
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,178
shares
|
$262,658
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
1,177
shares
|
$262,435
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
1,177
shares
|
$262,435
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,174
shares
|
$261,766
0.09% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,173
shares
|
$261,543
0.17% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,173
shares
|
$261,543
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
1,167
shares
|
$260,205
0.11% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
1,167
shares
|
$260,205
0.1% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
1,166
shares
|
$259,983
0.12% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
1,166
shares
|
$259,983
0.19% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
1,166
shares
|
$259,983
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,165
shares
|
$259,760
0.02% of portfolio
|
Q3 2021
Added 19.29%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
1,164
shares
|
$259,537
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
1,163
shares
|
$259,314
0.07% of portfolio
|
Q1 2024
New holding
|