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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
23,929
shares
|
$5.43 Million
0.27% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
23,914
shares
|
$5.43 Million
0.42% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
23,895
shares
|
$5.42 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
23,851
shares
|
$5.41 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
23,736
shares
|
$5.39 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,706
shares
|
$5.38 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
23,691
shares
|
$5.38 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
23,678
shares
|
$5.37 Million
0.7% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
23,557
shares
|
$5.35 Million
2.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,523
shares
|
$5.34 Million
0.3% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
23,337
shares
|
$5.3 Million
0.28% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
23,292
shares
|
$5.29 Million
0.32% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
23,212
shares
|
$5.27 Million
0.19% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
23,147
shares
|
$5.25 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
23,107
shares
|
$5.24 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
22,975
shares
|
$5.21 Million
2.65% of portfolio
|
Q3 2023
New holding
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
22,955
shares
|
$5.21 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
22,946
shares
|
$5.21 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
22,796
shares
|
$5.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
22,715
shares
|
$5.15 Million
1.18% of portfolio
|
Q4 2020
Added 3.2%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
22,559
shares
|
$5.12 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
22,470
shares
|
$5.1 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
22,453
shares
|
$5.1 Million
0.09% of portfolio
|
Q3 2024
Added 1392.89%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
22,414
shares
|
$5.09 Million
0.06% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
22,346
shares
|
$5.07 Million
0.44% of portfolio
|
Q3 2024
Added 0.08%
|