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 |
|---|---|---|---|---|---|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
53,695
shares
|
$12.2 Million
1.64% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
53,437
shares
|
$12.1 Million
0.09% of portfolio
|
Q3 2024
Added 28.5%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
53,414
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
53,399
shares
|
$12.1 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
53,294
shares
|
$12.1 Million
0.17% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
53,200
shares
|
$12.1 Million
0.74% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,043
shares
|
$12 Million
0.18% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
52,911
shares
|
$12 Million
0.25% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
52,693
shares
|
$12 Million
0.06% of portfolio
|
Q3 2024
Reduced 46.23%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
52,572
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
52,491
shares
|
$11.9 Million
3.53% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
51,900
shares
|
$11.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
51,736
shares
|
$11.7 Million
0.15% of portfolio
|
Q4 2022
Reduced 2.3%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
51,214
shares
|
$11.6 Million
0.57% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
51,062
shares
|
$11.6 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
51,033
shares
|
$11.6 Million
0.75% of portfolio
|
Q3 2024
Added 29.59%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
51,014
shares
|
$11.6 Million
0.67% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
50,946
shares
|
$11.6 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
50,661
shares
|
$11.5 Million
0.16% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
50,609
shares
|
$11.5 Million
0.82% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
50,146
shares
|
$11.4 Million
1.63% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
50,122
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Bornite Capital Management LP
|
Nov 13, 2024 Q3 2024 |
50,000
shares
|
$11.3 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$11.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
49,678
shares
|
$11.3 Million
0.12% of portfolio
|
Q3 2024
Added 4.61%
|