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 |
|---|---|---|---|---|---|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Oct 04, 2024 Q3 2024 |
12,700
shares
|
$2.88 Million
2.57% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
12,684
shares
|
$2.88 Million
0.31% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
12,627
shares
|
$2.87 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
12,615
shares
|
$2.86 Million
1.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Green Alpha Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
12,600
shares
|
$2.86 Million
2.25% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,593
shares
|
$2.86 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
12,577
shares
|
$2.85 Million
0.33% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
12,560
shares
|
$2.85 Million
1.92% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,537
shares
|
$2.84 Million
0.02% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
12,492
shares
|
$2.83 Million
0.14% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
12,488
shares
|
$2.83 Million
0.11% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
12,460
shares
|
$2.83 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
12,390
shares
|
$2.81 Million
0.33% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
12,347
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
12,340
shares
|
$2.8 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
12,326
shares
|
$2.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
12,312
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2024
Reduced 55.97%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
12,279
shares
|
$2.79 Million
0.88% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
12,228
shares
|
$2.77 Million
1.46% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,225
shares
|
$2.77 Million
0.13% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2024 Q3 2024 |
12,176
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2023
Added 17.35%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
12,158
shares
|
$2.76 Million
0.44% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
12,128
shares
|
$2.75 Million
0.81% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
12,125
shares
|
$2.75 Million
1.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
12,122
shares
|
$2.75 Million
0.76% of portfolio
|
Q3 2024
Added 1.57%
|