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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
41,649
shares
|
$9.45 Million
0.11% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
41,624
shares
|
$9.45 Million
0.5% of portfolio
|
Q3 2024
Added 322.06%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
41,602
shares
|
$9.44 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
41,585
shares
|
$9.44 Million
0.66% of portfolio
|
Q3 2024
Added 104.56%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
41,526
shares
|
$9.42 Million
3.17% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
41,525
shares
|
$9.42 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
41,478
shares
|
$9.41 Million
0.45% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
41,408
shares
|
$9.4 Million
2.19% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
41,400
shares
|
$9.39 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
41,295
shares
|
$9.37 Million
1.59% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
40,757
shares
|
$9.25 Million
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
40,695
shares
|
$9.23 Million
2.13% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
40,557
shares
|
$9.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
40,396
shares
|
$9.17 Million
0.05% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
40,258
shares
|
$9.14 Million
1.02% of portfolio
|
Q1 2023
Added 1.47%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
40,017
shares
|
$9.08 Million
4.71% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
40,015
shares
|
$9.08 Million
5.25% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Peconic Partners LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,000
shares
|
$9.08 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
39,805
shares
|
$9.03 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
39,757
shares
|
$9.02 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
39,724
shares
|
$9.01 Million
0.19% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,723
shares
|
$9.01 Million
0.09% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
39,576
shares
|
$8.98 Million
0.09% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
39,500
shares
|
$8.96 Million
1.15% of portfolio
|
Q4 2023
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
39,137
shares
|
$8.88 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.04%
|