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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
980
shares
|
$218,510
0.09% of portfolio
|
Q2 2023
Reduced 2.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
980
shares
|
$218,510
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
978
shares
|
$218,064
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
976
shares
|
$217,618
0.03% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
972
shares
|
$216,726
0.02% of portfolio
|
Q3 2024
Reduced 54.66%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
972
shares
|
$216,726
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
970
shares
|
$216,280
0.08% of portfolio
|
Q2 2024
Added 44.78%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
969
shares
|
$216,057
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
968
shares
|
$215,834
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
968
shares
|
$215,834
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
968
shares
|
$215,834
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
968
shares
|
$215,834
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
965
shares
|
$215,166
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
965
shares
|
$215,166
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
964
shares
|
$214,943
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
964
shares
|
$214,943
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
960
shares
|
$214,051
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
959
shares
|
$213,828
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
959
shares
|
$213,828
0.04% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
958
shares
|
$213,605
0.11% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
954
shares
|
$212,713
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
952
shares
|
$212,267
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
951
shares
|
$212,044
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
951
shares
|
$212,044
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
950
shares
|
$211,821
0.13% of portfolio
|
Q3 2024
New holding
|