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 |
|---|---|---|---|---|---|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
14,706
shares
|
$3.34 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
14,675
shares
|
$3.33 Million
0.18% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,673
shares
|
$3.33 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
14,649
shares
|
$3.32 Million
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
14,630
shares
|
$3.32 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
14,546
shares
|
$3.3 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
14,518
shares
|
$3.29 Million
0.42% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
14,515
shares
|
$3.29 Million
2.12% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$3.29 Million
0.15% of portfolio
|
Q3 2024
Added 705.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
14,466
shares
|
$3.28 Million
0.13% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
14,415
shares
|
$3.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
14,375
shares
|
$3.26 Million
1.4% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,369
shares
|
$3.26 Million
0.19% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
14,351
shares
|
$3.26 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
14,341
shares
|
$3.25 Million
0.2% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
14,308
shares
|
$3.25 Million
0.29% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
14,300
shares
|
$3.24 Million
0.13% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
14,280
shares
|
$3.24 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,231
shares
|
$3.23 Million
0.12% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
14,214
shares
|
$3.23 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
14,200
shares
|
$3.22 Million
2.86% of portfolio
|
Q1 2022
Reduced 5.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,158
shares
|
$3.21 Million
0.16% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
14,148
shares
|
$3.21 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
14,104
shares
|
$3.2 Million
2.64% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
14,078
shares
|
$3.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.69%
|