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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,075
shares
|
$6.37 Million
0.16% of portfolio
|
Q3 2023
Added 3.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
28,055
shares
|
$6.37 Million
0.16% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
27,990
shares
|
$6.35 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
27,957
shares
|
$6.34 Million
0.24% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
27,921
shares
|
$6.34 Million
3.73% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
27,914
shares
|
$6.33 Million
1.43% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
27,901
shares
|
$6.33 Million
0.19% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
27,883
shares
|
$6.33 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
27,667
shares
|
$6.28 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
27,612
shares
|
$6.27 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,611
shares
|
$6.27 Million
0.15% of portfolio
|
Q4 2023
Added 15.44%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
27,585
shares
|
$6.26 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
27,458
shares
|
$6.23 Million
0.47% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
27,410
shares
|
$6.22 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
27,391
shares
|
$6.22 Million
1.05% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
27,273
shares
|
$6.19 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
27,265
shares
|
$6.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
27,231
shares
|
$6.18 Million
0.27% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
27,127
shares
|
$6.16 Million
0.45% of portfolio
|
Q4 2022
Added 13.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
27,108
shares
|
$6.15 Million
0.07% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
27,081
shares
|
$6.15 Million
0.39% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,928
shares
|
$6.11 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
26,816
shares
|
$6.09 Million
2.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
26,789
shares
|
$6.08 Million
0.41% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
26,739
shares
|
$6.07 Million
1.07% of portfolio
|
Q3 2024
Added 67.75%
|