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 |
|---|---|---|---|---|---|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
17,849
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
17,844
shares
|
$4.05 Million
0.38% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
17,734
shares
|
$4.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
17,666
shares
|
$4.01 Million
0.1% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
17,631
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Reduced 92.19%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
17,626
shares
|
$4 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,561
shares
|
$3.98 Million
0.7% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
17,495
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,446
shares
|
$3.96 Million
0.34% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
17,430
shares
|
$3.96 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
17,391
shares
|
$3.95 Million
0.24% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
17,377
shares
|
$3.94 Million
0.15% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
17,302
shares
|
$3.93 Million
0.17% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,288
shares
|
$3.92 Million
0.78% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
17,281
shares
|
$3.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
17,246
shares
|
$3.91 Million
0.02% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
17,127
shares
|
$3.89 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
17,116
shares
|
$3.88 Million
0.33% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
17,091
shares
|
$3.88 Million
1.8% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
16,982
shares
|
$3.85 Million
0.57% of portfolio
|
Q3 2024
Added 27.51%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
16,976
shares
|
$3.85 Million
1.23% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,913
shares
|
$3.84 Million
0.22% of portfolio
|
Q3 2024
Added 223.57%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
16,906
shares
|
$3.84 Million
1.46% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
16,888
shares
|
$3.83 Million
0.24% of portfolio
|
Q1 2022
Added 6.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
16,860
shares
|
$3.83 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.65%
|