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 |
|---|---|---|---|---|---|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
32,948
shares
|
$7.48 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
32,858
shares
|
$7.46 Million
0.79% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
32,824
shares
|
$7.45 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
32,691
shares
|
$7.42 Million
2.36% of portfolio
|
Q3 2024
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
32,666
shares
|
$7.41 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.11%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
32,242
shares
|
$7.32 Million
2.89% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
32,225
shares
|
$7.31 Million
0.39% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
32,169
shares
|
$7.3 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
32,024
shares
|
$7.27 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
31,964
shares
|
$7.25 Million
1.33% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
31,899
shares
|
$7.24 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
31,795
shares
|
$7.21 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
31,746
shares
|
$7.2 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
31,477
shares
|
$7.14 Million
0.96% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
31,452
shares
|
$7.14 Million
1.55% of portfolio
|
Q3 2022
Added 9.77%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
31,361
shares
|
$7.12 Million
0.61% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
31,342
shares
|
$7.11 Million
0.21% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
31,240
shares
|
$7.09 Million
0.41% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
31,085
shares
|
$7.05 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
31,057
shares
|
$7.05 Million
0.31% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
30,942
shares
|
$7.02 Million
1.73% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
30,822
shares
|
$6.99 Million
0.3% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
30,792
shares
|
$6.99 Million
0.56% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
30,779
shares
|
$6.98 Million
2.16% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
30,739
shares
|
$6.98 Million
1.8% of portfolio
|
Q2 2024
Added 0.66%
|