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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
20,747
shares
|
$4.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 35.01%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
20,710
shares
|
$4.7 Million
1.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
20,672
shares
|
$4.69 Million
0.1% of portfolio
|
Q3 2024
Added 520.04%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Nov 15, 2024 Q3 2024 |
20,529
shares
|
$4.66 Million
2.08% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,466
shares
|
$4.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,451
shares
|
$4.64 Million
0.89% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
20,418
shares
|
$4.63 Million
1.96% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
20,409
shares
|
$4.63 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
20,304
shares
|
$4.61 Million
1.15% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
20,298
shares
|
$4.61 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,266
shares
|
$4.6 Million
0.14% of portfolio
|
Q2 2024
Added 43.34%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,194
shares
|
$4.58 Million
0.28% of portfolio
|
Q3 2024
Added 104.19%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
20,023
shares
|
$4.54 Million
3.27% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
20,000
shares
|
$4.54 Million
0.54% of portfolio
|
Q3 2017
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
19,839
shares
|
$4.5 Million
0.1% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,829
shares
|
$4.5 Million
0.13% of portfolio
|
Q3 2024
Added 27.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,743
shares
|
$4.48 Million
0.06% of portfolio
|
Q3 2024
Added 61.13%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,700
shares
|
$4.47 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
19,614
shares
|
$4.45 Million
0.32% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
19,611
shares
|
$4.45 Million
0.81% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
19,596
shares
|
$4.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
19,595
shares
|
$4.45 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
19,550
shares
|
$4.44 Million
0.39% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
19,526
shares
|
$4.43 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
19,499
shares
|
$4.42 Million
0.04% of portfolio
|
Q3 2024
Added 5.44%
|