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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
30,664
shares
|
$6.96 Million
1.1% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
30,383
shares
|
$6.89 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,301
shares
|
$6.88 Million
0.15% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
30,244
shares
|
$6.86 Million
1.35% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
30,180
shares
|
$6.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
30,100
shares
|
$6.83 Million
1.86% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
30,096
shares
|
$6.83 Million
2.05% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,964
shares
|
$6.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 29.33%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
29,813
shares
|
$6.77 Million
1.1% of portfolio
|
Q1 2023
Reduced 1.8%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
29,811
shares
|
$6.76 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Bonness Enterprises Inc
|
Oct 18, 2024 Q3 2024 |
29,564
shares
|
$6.71 Million
2.19% of portfolio
|
Q1 2022
Added 0.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
29,533
shares
|
$6.7 Million
0.16% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
29,366
shares
|
$6.66 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,259
shares
|
$6.64 Million
0.15% of portfolio
|
Q2 2020
Added 3.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
29,219
shares
|
$6.63 Million
0.06% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
29,195
shares
|
$6.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
29,105
shares
|
$6.6 Million
2.93% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
28,800
shares
|
$6.54 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
28,746
shares
|
$6.52 Million
1.4% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
28,696
shares
|
$6.51 Million
0.99% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
28,642
shares
|
$6.5 Million
1.39% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
28,622
shares
|
$6.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
28,487
shares
|
$6.46 Million
0.03% of portfolio
|
Q3 2024
Added 24.71%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
28,263
shares
|
$6.41 Million
0.5% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
28,091
shares
|
$6.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.44%
|