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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
78,069
shares
|
$17.7 Million
0.08% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 25, 2024 Q3 2024 |
77,980
shares
|
$17.7 Million
2.68% of portfolio
|
Q3 2024
Added 5903.08%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 13, 2024 Q3 2024 |
77,980
shares
|
$17.7 Million
2.68% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
77,663
shares
|
$17.6 Million
0.8% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
75,913
shares
|
$17.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
75,860
shares
|
$17.2 Million
1.08% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
75,049
shares
|
$17 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
74,910
shares
|
$17 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
74,736
shares
|
$17 Million
0.27% of portfolio
|
Q4 2022
Reduced 1.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
74,476
shares
|
$16.9 Million
0.03% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
74,382
shares
|
$16.9 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Gillson Capital LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
74,301
shares
|
$16.9 Million
1.59% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
74,100
shares
|
$16.8 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
73,312
shares
|
$16.6 Million
1.28% of portfolio
|
Q2 2024
Added 18.56%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
73,208
shares
|
$16.6 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Canal Insurance CO
|
Oct 30, 2024 Q3 2024 |
73,000
shares
|
$16.6 Million
3.76% of portfolio
|
Q4 2023
Reduced 9.88%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
72,708
shares
|
$16.5 Million
2.58% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
72,118
shares
|
$16.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
James Hambro & Partners
|
Oct 21, 2024 Q3 2024 |
71,988
shares
|
$16.3 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
71,830
shares
|
$16.3 Million
2.1% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
71,692
shares
|
$16.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
71,261
shares
|
$16.2 Million
2.65% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
71,026
shares
|
$16.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
71,014
shares
|
$16.1 Million
1.57% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
71,013
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|