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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
18,486
shares
|
$4.19 Million
0.21% of portfolio
|
Q3 2024
Added 32.22%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
18,447
shares
|
$4.19 Million
0.13% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
18,397
shares
|
$4.17 Million
1.04% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
18,381
shares
|
$4.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
18,372
shares
|
$4.17 Million
1.13% of portfolio
|
Q3 2024
Reduced 36.67%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
18,364
shares
|
$4.17 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
18,353
shares
|
$4.16 Million
2.21% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
18,341
shares
|
$4.16 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
18,303
shares
|
$4.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
18,289
shares
|
$4.15 Million
0.05% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,250
shares
|
$4.14 Million
1.88% of portfolio
|
Q3 2024
Reduced 53.45%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,219
shares
|
$4.13 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
18,215
shares
|
$4.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
18,134
shares
|
$4.11 Million
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
18,116
shares
|
$4.11 Million
0.19% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
18,076
shares
|
$4.1 Million
0.21% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
18,071
shares
|
$4.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
18,032
shares
|
$4.09 Million
1.91% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,029
shares
|
$4.09 Million
3.67% of portfolio
|
Q4 2023
Reduced 62.27%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
17,964
shares
|
$4.08 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
17,935
shares
|
$4.07 Million
0.11% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
17,919
shares
|
$4.07 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
17,865
shares
|
$4.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
17,858
shares
|
$4.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
17,852
shares
|
$4.05 Million
1.97% of portfolio
|
Q2 2024
Reduced 9.96%
|