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 |
|---|---|---|---|---|---|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
19,493
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
19,462
shares
|
$4.42 Million
0.81% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
19,460
shares
|
$4.42 Million
2.13% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
19,448
shares
|
$4.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
19,400
shares
|
$4.4 Million
0.48% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
19,375
shares
|
$4.4 Million
0.49% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
19,207
shares
|
$4.36 Million
1.79% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
19,166
shares
|
$4.35 Million
0.33% of portfolio
|
Q3 2022
Reduced 14.16%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
19,102
shares
|
$4.33 Million
0.34% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
19,036
shares
|
$4.32 Million
0.07% of portfolio
|
Q3 2024
Added 43.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
19,026
shares
|
$4.32 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,929
shares
|
$4.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
18,875
shares
|
$4.28 Million
0.2% of portfolio
|
Q2 2022
Added 43.19%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
18,786
shares
|
$4.26 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18,782
shares
|
$4.26 Million
1.44% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
18,755
shares
|
$4.26 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
18,735
shares
|
$4.25 Million
0.25% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
18,688
shares
|
$4.24 Million
0.16% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
18,676
shares
|
$4.24 Million
0.42% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,656
shares
|
$4.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
18,614
shares
|
$4.22 Million
1.2% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
18,547
shares
|
$4.21 Million
0.12% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
18,535
shares
|
$4.21 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
18,532
shares
|
$4.21 Million
1.16% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
18,526
shares
|
$4.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 16.07%
|