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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
12,098
shares
|
$2.75 Million
0.13% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
12,091
shares
|
$2.74 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
12,074
shares
|
$2.74 Million
1.36% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,019
shares
|
$2.73 Million
0.09% of portfolio
|
Q2 2024
Added 7.87%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
11,977
shares
|
$2.72 Million
0.34% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
11,900
shares
|
$2.7 Million
0.66% of portfolio
|
Q1 2018
New holding
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
11,889
shares
|
$2.7 Million
0.67% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
11,827
shares
|
$2.68 Million
0.29% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,772
shares
|
$2.67 Million
0.28% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,700
shares
|
$2.65 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
11,668
shares
|
$2.65 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
11,637
shares
|
$2.64 Million
0.72% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,633
shares
|
$2.64 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,572
shares
|
$2.63 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
11,414
shares
|
$2.59 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
11,400
shares
|
$2.59 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,337
shares
|
$2.57 Million
0.23% of portfolio
|
Q2 2023
Added 2.17%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
11,327
shares
|
$2.57 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
11,306
shares
|
$2.57 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
11,306
shares
|
$2.57 Million
0.12% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
11,304
shares
|
$2.57 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
11,298
shares
|
$2.56 Million
1.86% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,286
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2022
Reduced 5.92%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
11,271
shares
|
$2.56 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
11,243
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2024
Added 26.35%
|