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 |
|---|---|---|---|---|---|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
45,110
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
45,055
shares
|
$10.2 Million
0.13% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
44,949
shares
|
$10.2 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
44,947
shares
|
$10.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
44,693
shares
|
$10.1 Million
3.25% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
44,286
shares
|
$10 Million
0.75% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
44,047
shares
|
$10 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
43,982
shares
|
$9.98 Million
1.54% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Nov 08, 2024 Q3 2024 |
43,555
shares
|
$9.88 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
43,500
shares
|
$9.87 Million
2.15% of portfolio
|
Q3 2022
Added 135.14%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
43,287
shares
|
$9.82 Million
1.72% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
43,175
shares
|
$9.8 Million
1.76% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
43,146
shares
|
$9.79 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
43,119
shares
|
$9.78 Million
0.65% of portfolio
|
Q1 2024
Reduced 52.22%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
42,912
shares
|
$9.74 Million
0.29% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
42,902
shares
|
$9.74 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
42,810
shares
|
$9.71 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
42,810
shares
|
$9.71 Million
3.09% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
42,746
shares
|
$9.7 Million
1.61% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
42,501
shares
|
$9.64 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
42,249
shares
|
$9.59 Million
0.34% of portfolio
|
Q3 2024
Reduced 23.39%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
42,082
shares
|
$9.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
41,990
shares
|
$9.53 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
41,879
shares
|
$9.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
41,746
shares
|
$9.47 Million
0.99% of portfolio
|
Q2 2024
Added 9.73%
|