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 |
|---|---|---|---|---|---|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
13,277
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 28.88%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,269
shares
|
$3.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
13,200
shares
|
$3 Million
1.73% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
13,198
shares
|
$2.99 Million
0.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,190
shares
|
$2.99 Million
0.61% of portfolio
|
Q1 2024
Added 309.5%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,130
shares
|
$2.98 Million
0.25% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
13,125
shares
|
$2.98 Million
0.45% of portfolio
|
Q3 2024
Added 20.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
13,106
shares
|
$2.97 Million
1.33% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
13,084
shares
|
$2.97 Million
3.08% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,084
shares
|
$2.97 Million
0.08% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
13,079
shares
|
$2.97 Million
0.22% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
13,054
shares
|
$2.96 Million
0.14% of portfolio
|
Q3 2022
Added 80.93%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Nov 12, 2024 Q3 2024 |
12,983
shares
|
$2.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
12,935
shares
|
$2.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,934
shares
|
$2.93 Million
0.71% of portfolio
|
Q3 2024
Added 134.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
12,912
shares
|
$2.93 Million
0.13% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
12,907
shares
|
$2.93 Million
0.49% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
12,897
shares
|
$2.93 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
12,887
shares
|
$2.92 Million
0.32% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
12,854
shares
|
$2.92 Million
2.14% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
12,852
shares
|
$2.92 Million
0.07% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
12,813
shares
|
$2.91 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
12,772
shares
|
$2.9 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
12,759
shares
|
$2.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
12,723
shares
|
$2.89 Million
1.71% of portfolio
|
Q3 2024
Added 45.07%
|