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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
70,695
shares
|
$16 Million
0.23% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
70,007
shares
|
$15.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
69,777
shares
|
$15.8 Million
0.08% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
68,154
shares
|
$15.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
67,899
shares
|
$15.4 Million
0.3% of portfolio
|
Q3 2024
Added 137.82%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
67,735
shares
|
$15.4 Million
0.62% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
67,685
shares
|
$15.4 Million
2.52% of portfolio
|
Q2 2022
Added 4.32%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
67,511
shares
|
$15.3 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
67,364
shares
|
$15.3 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,884
shares
|
$15.2 Million
0.62% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
66,737
shares
|
$15.1 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
66,706
shares
|
$15.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
66,659
shares
|
$15.1 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
66,652
shares
|
$15.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
66,556
shares
|
$15.1 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
66,009
shares
|
$15 Million
0.69% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
65,865
shares
|
$14.9 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
65,851
shares
|
$14.9 Million
2.16% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
65,755
shares
|
$14.9 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
65,603
shares
|
$14.9 Million
2.63% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
65,321
shares
|
$14.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
65,318
shares
|
$14.8 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
64,270
shares
|
$14.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
64,172
shares
|
$14.6 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
64,149
shares
|
$14.6 Million
1.66% of portfolio
|
Q3 2022
New holding
|