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 |
|---|---|---|---|---|---|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
800
shares
|
$178,376
0.0% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
768
shares
|
$171,240
0.04% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
765
shares
|
$170,572
0.09% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
753
shares
|
$167,896
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
753
shares
|
$167,896
0.06% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
733
shares
|
$163,437
0.13% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
721
shares
|
$160,761
0.11% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
718
shares
|
$160,092
0.06% of portfolio
|
Q2 2024
Added 38.61%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
697
shares
|
$155,410
0.08% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
681
shares
|
$151,842
0.05% of portfolio
|
Q3 2024
Reduced 26.85%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
671
shares
|
$149,612
0.12% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
666
shares
|
$148,498
0.06% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
657
shares
|
$146,491
0.11% of portfolio
|
Q2 2023
Reduced 25.59%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
654
shares
|
$145,822
0.02% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
654
shares
|
$145,822
0.02% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
653
shares
|
$145,599
0.05% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
649
shares
|
$144,707
0.14% of portfolio
|
Q3 2024
Reduced 51.6%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
630
shares
|
$140,471
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
627
shares
|
$139,802
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
627
shares
|
$139,802
0.05% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
620
shares
|
$138,241
0.11% of portfolio
|
Q4 2022
Reduced 74.82%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
611
shares
|
$136,234
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
610
shares
|
$136,011
0.03% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
607
shares
|
$135,342
0.09% of portfolio
|
Q2 2023
Reduced 14.14%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
600
shares
|
$133,782
0.03% of portfolio
|
Q1 2024
Reduced 28.57%
|