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 |
|---|---|---|---|---|---|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
22,342
shares
|
$5.07 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,255
shares
|
$5.05 Million
0.34% of portfolio
|
Q2 2023
Added 63.04%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
22,246
shares
|
$5.05 Million
0.58% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
22,208
shares
|
$5.04 Million
0.35% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
22,200
shares
|
$5.04 Million
0.81% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
22,150
shares
|
$5.03 Million
0.26% of portfolio
|
Q3 2024
Added 44.19%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
22,145
shares
|
$5.03 Million
0.12% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
22,116
shares
|
$5.02 Million
0.1% of portfolio
|
Q3 2024
Added 46.74%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
21,923
shares
|
$4.97 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
21,828
shares
|
$4.95 Million
0.22% of portfolio
|
Q2 2022
Added 10.74%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
21,699
shares
|
$4.92 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
21,512
shares
|
$4.88 Million
2.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
21,421
shares
|
$4.86 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
21,381
shares
|
$4.85 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
21,345
shares
|
$4.84 Million
0.34% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
21,325
shares
|
$4.84 Million
0.81% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Oct 07, 2024 Q3 2024 |
21,266
shares
|
$4.83 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
21,168
shares
|
$4.8 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
21,163
shares
|
$4.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
21,135
shares
|
$4.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
21,054
shares
|
$4.78 Million
1.91% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
20,936
shares
|
$4.75 Million
1.56% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
20,833
shares
|
$4.73 Million
0.93% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
20,800
shares
|
$4.72 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,784
shares
|
$4.72 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.27%
|