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 |
|---|---|---|---|---|---|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
63,920
shares
|
$14.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
63,532
shares
|
$14.4 Million
1.02% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
63,532
shares
|
$14.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
63,243
shares
|
$14.4 Million
0.24% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
63,178
shares
|
$14.3 Million
0.21% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
62,288
shares
|
$14.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
61,938
shares
|
$14.1 Million
0.48% of portfolio
|
Q3 2024
Added 39.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61,687
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.01%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
61,609
shares
|
$14 Million
1.05% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
61,340
shares
|
$13.9 Million
0.35% of portfolio
|
Q3 2024
Reduced 37.63%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,184
shares
|
$13.9 Million
0.14% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,184
shares
|
$13.9 Million
0.13% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
61,065
shares
|
$13.9 Million
1.93% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
60,499
shares
|
$13.7 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
60,482
shares
|
$13.7 Million
0.42% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
60,152
shares
|
$13.6 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
60,120
shares
|
$13.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 75.71%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
60,112
shares
|
$13.6 Million
0.8% of portfolio
|
Q3 2024
Added 66.74%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
59,794
shares
|
$13.6 Million
2.42% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
59,732
shares
|
$13.6 Million
0.31% of portfolio
|
Q3 2024
Added 165.18%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
59,180
shares
|
$13.4 Million
0.89% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
59,038
shares
|
$13.4 Million
0.11% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
58,985
shares
|
$13.4 Million
0.21% of portfolio
|
Q3 2022
Reduced 3.28%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
58,830
shares
|
$13.3 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
58,695
shares
|
$13.3 Million
0.29% of portfolio
|
Q3 2024
Added 17.06%
|