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 |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,249
shares
|
$3.46 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
15,233
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 75.43%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
15,210
shares
|
$3.45 Million
0.97% of portfolio
|
Q3 2024
Reduced 40.15%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
15,187
shares
|
$3.45 Million
0.37% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
15,159
shares
|
$3.44 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,156
shares
|
$3.44 Million
0.24% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
15,146
shares
|
$3.44 Million
0.88% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
15,146
shares
|
$3.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
15,116
shares
|
$3.43 Million
0.84% of portfolio
|
Q3 2024
Added 28.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
15,089
shares
|
$3.42 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
15,077
shares
|
$3.42 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
15,036
shares
|
$3.41 Million
1.05% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
15,006
shares
|
$3.41 Million
0.05% of portfolio
|
Q3 2024
Added 89.69%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
15,000
shares
|
$3.4 Million
0.04% of portfolio
|
Q4 2021
Added 1010.29%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
14,995
shares
|
$3.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
14,934
shares
|
$3.39 Million
2.51% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
14,830
shares
|
$3.37 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
14,815
shares
|
$3.36 Million
0.07% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
14,790
shares
|
$3.36 Million
0.33% of portfolio
|
Q3 2024
Added 32.88%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14,777
shares
|
$3.35 Million
0.19% of portfolio
|
Q3 2024
Added 63.79%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
14,755
shares
|
$3.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,749
shares
|
$3.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 65.48%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
14,737
shares
|
$3.34 Million
0.11% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
14,719
shares
|
$3.34 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
14,711
shares
|
$3.34 Million
1.28% of portfolio
|
Q3 2024
Added 5.0%
|