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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
15,925
shares
|
$3.61 Million
0.39% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
15,923
shares
|
$3.61 Million
0.1% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
15,912
shares
|
$3.61 Million
0.31% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
15,902
shares
|
$3.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2024 Q3 2024 |
15,889
shares
|
$3.61 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
15,861
shares
|
$3.6 Million
1.47% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
15,849
shares
|
$3.6 Million
0.23% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
15,730
shares
|
$3.57 Million
3.57% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
15,699
shares
|
$3.56 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
15,680
shares
|
$3.56 Million
0.12% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
15,627
shares
|
$3.55 Million
0.08% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 02, 2024 Q3 2024 |
15,600
shares
|
$3.54 Million
0.32% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
15,544
shares
|
$3.53 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
15,525
shares
|
$3.52 Million
0.89% of portfolio
|
Q2 2024
Added 66.49%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
15,524
shares
|
$3.52 Million
0.99% of portfolio
|
Q4 2023
Reduced 1.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
15,496
shares
|
$3.52 Million
0.24% of portfolio
|
Q3 2024
Added 41.55%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
15,472
shares
|
$3.51 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,445
shares
|
$3.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
15,435
shares
|
$3.5 Million
0.14% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
15,422
shares
|
$3.5 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
15,420
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
15,384
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Edmp, Inc.
|
Oct 31, 2024 Q3 2024 |
15,377
shares
|
$3.49 Million
2.83% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
15,375
shares
|
$3.49 Million
1.22% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
15,326
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Added 32.98%
|