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 |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
1,123
shares
|
$250,395
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,123
shares
|
$250,395
0.08% of portfolio
|
Q3 2024
Reduced 17.55%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,119
shares
|
$249,503
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
1,116
shares
|
$248,834
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
1,102
shares
|
$245,712
0.17% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
1,100
shares
|
$245,267
0.2% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,100
shares
|
$245,267
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
1,097
shares
|
$244,598
0.03% of portfolio
|
Q1 2024
Reduced 9.86%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,096
shares
|
$244,375
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
1,095
shares
|
$244,152
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
1,093
shares
|
$243,706
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,092
shares
|
$243,483
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,090
shares
|
$243,037
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,088
shares
|
$242,591
0.06% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
1,087
shares
|
$242,368
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,086
shares
|
$242,145
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
1,086
shares
|
$242,145
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,086
shares
|
$242,145
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,083
shares
|
$241,476
0.11% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
1,083
shares
|
$241,476
0.06% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,081
shares
|
$241,030
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,081
shares
|
$241,030
2.46% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
1,079
shares
|
$240,584
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,079
shares
|
$240,584
0.0% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,076
shares
|
$239,915
0.01% of portfolio
|
Q3 2024
New holding
|