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 3,103 institutions that hold shares in the stock, with a total of 545 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
830
shares
|
$174,656
0.04% of portfolio
|
Q3 2023
Added 73.64%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
819
shares
|
$172,342
0.03% of portfolio
|
Q2 2024
Added 10.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
819
shares
|
$172,342
0.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
800
shares
|
$168,344
0.0% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
776
shares
|
$163,293
0.01% of portfolio
|
Q2 2024
Reduced 42.35%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
765
shares
|
$160,978
0.09% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
753
shares
|
$158,453
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
753
shares
|
$158,453
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
742
shares
|
$156,139
0.05% of portfolio
|
Q1 2024
Added 124.85%
|
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
740
shares
|
$155,718
0.03% of portfolio
|
Q2 2024
Reduced 21.53%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
737
shares
|
$155,086
0.06% of portfolio
|
Q1 2024
Added 3.51%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
720
shares
|
$151,509
0.1% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
718
shares
|
$151,088
0.06% of portfolio
|
Q2 2024
Added 38.61%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
697
shares
|
$146,669
0.08% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
681
shares
|
$143,302
0.05% of portfolio
|
Q3 2024
Reduced 26.85%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
671
shares
|
$141,198
0.12% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
666
shares
|
$140,146
0.06% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
657
shares
|
$138,252
0.09% of portfolio
|
Q2 2023
Reduced 25.59%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
654
shares
|
$137,621
0.02% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
654
shares
|
$137,621
0.02% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
653
shares
|
$137,410
0.04% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
649
shares
|
$136,569
0.14% of portfolio
|
Q3 2024
Reduced 51.6%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
630
shares
|
$132,570
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
627
shares
|
$131,939
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
626
shares
|
$131,729
0.05% of portfolio
|
Q2 2024
Added 41.31%
|