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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$22,297
0.01% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$22,297
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$22,297
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$22,297
0.01% of portfolio
|
Q4 2018
Reduced 83.84%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$22,297
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$22,297
0.01% of portfolio
|
Q2 2023
Reduced 56.52%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
100
shares
|
$22,297
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
100
shares
|
$22,297
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
92
shares
|
$20,513
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
88
shares
|
$19,621
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
80
shares
|
$17,837
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
80
shares
|
$17,837
0.0% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
75
shares
|
$16,722
0.0% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
74
shares
|
$16,499
0.01% of portfolio
|
Q2 2024
Reduced 63.73%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
72
shares
|
$16,053
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
70
shares
|
$15,607
0.01% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
69
shares
|
$15,384
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
67
shares
|
$14,938
0.01% of portfolio
|
Q3 2024
Added 24.07%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
58
shares
|
$12,932
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
56
shares
|
$12,486
0.0% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
53
shares
|
$11,817
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
50
shares
|
$11,148
0.01% of portfolio
|
Q3 2023
Reduced 99.75%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$11,148
0.0% of portfolio
|
Q4 2022
Reduced 87.62%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
50
shares
|
$11,148
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$10,479
0.0% of portfolio
|
Q2 2024
Reduced 52.04%
|