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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
1,164
shares
|
$266,358
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
1,163
shares
|
$266,129
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,160
shares
|
$265,442
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,160
shares
|
$265,442
0.1% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,160
shares
|
$265,442
0.13% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
1,158
shares
|
$264,985
0.1% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,157
shares
|
$264,756
0.09% of portfolio
|
Q3 2024
Reduced 38.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
1,155
shares
|
$264,298
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
1,151
shares
|
$263,383
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
1,150
shares
|
$263,154
0.16% of portfolio
|
Q3 2023
Added 9.52%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
1,150
shares
|
$263,154
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
1,150
shares
|
$263,154
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
1,150
shares
|
$263,154
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
1,148
shares
|
$262,696
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
1,147
shares
|
$262,468
0.14% of portfolio
|
Q3 2024
Reduced 92.09%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
1,142
shares
|
$261,323
0.18% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
1,141
shares
|
$261,095
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
1,140
shares
|
$260,866
0.02% of portfolio
|
Q2 2024
Reduced 23.49%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
1,137
shares
|
$260,179
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
1,135
shares
|
$259,722
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
1,132
shares
|
$259,035
0.08% of portfolio
|
Q2 2024
Added 6.79%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
1,132
shares
|
$259,035
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
1,132
shares
|
$259,035
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,131
shares
|
$258,806
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
1,129
shares
|
$258,349
0.12% of portfolio
|
Q3 2024
New holding
|