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 |
|---|---|---|---|---|---|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
14,050
shares
|
$3.19 Million
1.31% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
14,043
shares
|
$3.19 Million
0.8% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
14,036
shares
|
$3.19 Million
0.63% of portfolio
|
Q3 2024
Added 261.38%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
14,011
shares
|
$3.18 Million
1.19% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
14,001
shares
|
$3.18 Million
0.12% of portfolio
|
Q3 2024
Added 54.59%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,000
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,973
shares
|
$3.17 Million
1.53% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
13,961
shares
|
$3.17 Million
0.8% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
13,951
shares
|
$3.17 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
13,918
shares
|
$3.16 Million
0.25% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
13,905
shares
|
$3.16 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
13,905
shares
|
$3.16 Million
1.71% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
13,851
shares
|
$3.14 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,821
shares
|
$3.14 Million
0.43% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
13,743
shares
|
$3.12 Million
0.2% of portfolio
|
Q3 2024
Added 488.31%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
13,737
shares
|
$3.12 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,721
shares
|
$3.11 Million
0.2% of portfolio
|
Q3 2022
Added 82.17%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
13,638
shares
|
$3.09 Million
0.25% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
13,622
shares
|
$3.09 Million
0.71% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
13,551
shares
|
$3.07 Million
0.3% of portfolio
|
Q3 2024
Added 44.62%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
13,462
shares
|
$3.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
13,360
shares
|
$3.03 Million
0.1% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
13,359
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
13,355
shares
|
$3.03 Million
1.31% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
13,328
shares
|
$3.02 Million
0.08% of portfolio
|
Q3 2024
Reduced 58.4%
|