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 3,022 institutions that hold shares in the stock, with a total of 530 Million shares, which have been reported (via 13F filing form) to have a value of $88.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
56
shares
|
$9,343
0.0% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
53
shares
|
$8,843
0.01% of portfolio
|
Q1 2024
New holding
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
50
shares
|
$8,342
0.01% of portfolio
|
Q3 2023
Reduced 99.75%
|
|
Bray Capital Advisors
|
Apr 30, 2024 Q1 2024 |
50
shares
|
$8,342
0.0% of portfolio
|
Q4 2022
Reduced 87.62%
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
50
shares
|
$8,342
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
47
shares
|
$7,841
0.01% of portfolio
|
Q1 2024
Added 2.17%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
44
shares
|
$7,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
41
shares
|
$6,840
0.01% of portfolio
|
Q1 2024
Added 13.89%
|
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
May 01, 2024 Q1 2024 |
37
shares
|
$6,173
0.25% of portfolio
|
Q1 2024
New holding
|
|
Game Plan Financial Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
37
shares
|
$6,173
0.0% of portfolio
|
Q1 2024
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
35
shares
|
$5,839
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
35
shares
|
$5,839
0.33% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Matrix Trust CO
|
May 06, 2024 Q1 2024 |
34
shares
|
$5,672
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$5,005
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cordant, Inc.
Portland, OR |
Apr 16, 2024 Q1 2024 |
30
shares
|
$5,005
0.0% of portfolio
|
Q1 2024
Reduced 88.28%
|
|
Moser Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
20
shares
|
$3,337
0.0% of portfolio
|
Q1 2024
New holding
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 23, 2024 Q1 2024 |
16
shares
|
$2,669
0.0% of portfolio
|
Q1 2024
Reduced 82.42%
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
13
shares
|
$2,169
0.0% of portfolio
|
Q1 2024
Reduced 31.58%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
13
shares
|
$2,169
0.0% of portfolio
|
Q1 2024
Reduced 96.86%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
13
shares
|
$2,169
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nvwm, LLC
|
May 06, 2024 Q1 2024 |
12
shares
|
$2,002
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
11
shares
|
$1,835
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
11
shares
|
$1,835
0.0% of portfolio
|
Q3 2023
Reduced 99.26%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
11
shares
|
$1,835
0.0% of portfolio
|
Q4 2021
New holding
|
|
Eukles Asset Management
|
May 13, 2024 Q1 2024 |
10
shares
|
$1,668
0.0% of portfolio
|
Q1 2022
Reduced 88.76%
|