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 3,220 institutions that hold shares in the stock, with a total of 551 Million shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
50
shares
|
$11,441
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$10,755
0.0% of portfolio
|
Q2 2024
Reduced 52.04%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
47
shares
|
$10,755
0.01% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
40
shares
|
$9,153
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
38
shares
|
$8,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
37
shares
|
$8,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
35
shares
|
$8,009
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
31
shares
|
$7,093
0.0% of portfolio
|
Q2 2024
Reduced 62.2%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$6,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$6,864
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
30
shares
|
$6,864
0.0% of portfolio
|
Q1 2024
Reduced 88.28%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
26
shares
|
$5,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
26
shares
|
$5,949
0.0% of portfolio
|
Q4 2023
Closed
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
21
shares
|
$4,805
0.41% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
16
shares
|
$3,661
0.0% of portfolio
|
Q3 2024
Reduced 99.1%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
15
shares
|
$3,432
0.0% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$2,974
0.0% of portfolio
|
Q1 2024
Reduced 96.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
13
shares
|
$2,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
11
shares
|
$2,517
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$2,288
0.0% of portfolio
|
Q1 2022
Reduced 88.76%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8
shares
|
$1,830
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
8
shares
|
$1,830
0.03% of portfolio
|
Q3 2024
Reduced 99.51%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
8
shares
|
$1,830
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
4
shares
|
$915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4
shares
|
$915
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|