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 |
|---|---|---|---|---|---|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
39,109
shares
|
$8.87 Million
0.39% of portfolio
|
Q3 2022
Added 34.1%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
39,093
shares
|
$8.87 Million
0.22% of portfolio
|
Q3 2024
Added 62.75%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
39,082
shares
|
$8.87 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
38,885
shares
|
$8.82 Million
0.17% of portfolio
|
Q4 2023
Added 7.68%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
38,809
shares
|
$8.81 Million
1.06% of portfolio
|
Q3 2023
Reduced 8.6%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
38,591
shares
|
$8.76 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
38,518
shares
|
$8.74 Million
1.84% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
38,491
shares
|
$8.73 Million
2.13% of portfolio
|
Q2 2021
Reduced 18.14%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
38,478
shares
|
$8.73 Million
0.02% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
38,457
shares
|
$8.73 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
38,449
shares
|
$8.72 Million
0.54% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
38,369
shares
|
$8.71 Million
3.03% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
38,156
shares
|
$8.66 Million
3.21% of portfolio
|
Q1 2024
Reduced 25.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
37,826
shares
|
$8.58 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
37,762
shares
|
$8.57 Million
0.88% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
37,287
shares
|
$8.46 Million
0.25% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
37,216
shares
|
$8.45 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
37,189
shares
|
$8.44 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
37,114
shares
|
$8.42 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
36,593
shares
|
$8.3 Million
1.03% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
36,578
shares
|
$8.3 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
36,569
shares
|
$8.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
36,446
shares
|
$8.27 Million
0.24% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
36,182
shares
|
$8.21 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
36,052
shares
|
$8.18 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|