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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
918
shares
|
$204,686
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
917
shares
|
$204,463
0.1% of portfolio
|
Q2 2024
Reduced 77.07%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
915
shares
|
$204,017
0.07% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
915
shares
|
$204,017
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
914
shares
|
$203,794
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
914
shares
|
$203,794
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
910
shares
|
$202,902
0.2% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
907
shares
|
$202,233
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
907
shares
|
$202,233
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
906
shares
|
$202,010
0.1% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
906
shares
|
$202,010
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
905
shares
|
$201,787
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
905
shares
|
$201,787
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
900
shares
|
$200,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
885
shares
|
$197,328
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
876
shares
|
$195,321
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
854
shares
|
$190,416
0.04% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
851
shares
|
$189,747
0.08% of portfolio
|
Q2 2022
Reduced 14.99%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
851
shares
|
$189,747
0.02% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
849
shares
|
$189,301
0.03% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
844
shares
|
$188,186
0.14% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
835
shares
|
$186,179
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
831
shares
|
$185,288
0.05% of portfolio
|
Q2 2024
Reduced 53.16%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
830
shares
|
$185,065
0.04% of portfolio
|
Q3 2023
Added 73.64%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
819
shares
|
$182,612
0.07% of portfolio
|
Q3 2024
Added 0.37%
|