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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
25,286
shares
|
$5.74 Million
0.17% of portfolio
|
Q1 2024
Added 23.67%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
25,232
shares
|
$5.73 Million
0.38% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
25,199
shares
|
$5.72 Million
0.25% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
25,135
shares
|
$5.7 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
25,098
shares
|
$5.7 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
25,061
shares
|
$5.69 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
25,028
shares
|
$5.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
25,025
shares
|
$5.68 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
24,991
shares
|
$5.67 Million
0.12% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
24,985
shares
|
$5.67 Million
1.42% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,976
shares
|
$5.67 Million
0.39% of portfolio
|
Q2 2023
Added 0.52%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
24,864
shares
|
$5.64 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
24,748
shares
|
$5.62 Million
0.2% of portfolio
|
Q3 2024
Added 70.72%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
24,698
shares
|
$5.6 Million
0.46% of portfolio
|
Q3 2022
Added 252.22%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
24,635
shares
|
$5.59 Million
0.21% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
24,624
shares
|
$5.59 Million
2.06% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
24,564
shares
|
$5.57 Million
0.58% of portfolio
|
Q3 2024
Added 58.71%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
24,223
shares
|
$5.5 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
24,217
shares
|
$5.5 Million
0.69% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
24,147
shares
|
$5.48 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
24,139
shares
|
$5.48 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,070
shares
|
$5.46 Million
0.43% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
24,069
shares
|
$5.46 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
24,021
shares
|
$5.45 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
23,988
shares
|
$5.44 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.64%
|