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 |
|---|---|---|---|---|---|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
11,240
shares
|
$2.55 Million
1.0% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
11,201
shares
|
$2.54 Million
0.53% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
11,169
shares
|
$2.53 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
11,135
shares
|
$2.53 Million
0.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
11,130
shares
|
$2.53 Million
0.57% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
11,100
shares
|
$2.52 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,098
shares
|
$2.52 Million
0.13% of portfolio
|
Q3 2022
Added 6.12%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,089
shares
|
$2.52 Million
0.35% of portfolio
|
Q4 2020
Added 13.12%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
11,049
shares
|
$2.51 Million
2.26% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
11,048
shares
|
$2.51 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
11,045
shares
|
$2.51 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
11,034
shares
|
$2.5 Million
0.31% of portfolio
|
Q3 2024
Added 4676.62%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,032
shares
|
$2.5 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,996
shares
|
$2.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 37.19%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,981
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
10,978
shares
|
$2.49 Million
0.2% of portfolio
|
Q3 2024
Added 121.82%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,977
shares
|
$2.49 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
10,944
shares
|
$2.48 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
10,934
shares
|
$2.48 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
10,933
shares
|
$2.48 Million
0.93% of portfolio
|
Q2 2024
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
10,925
shares
|
$2.48 Million
0.04% of portfolio
|
Q1 2023
Reduced 95.18%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
10,886
shares
|
$2.47 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
10,813
shares
|
$2.45 Million
0.89% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
10,801
shares
|
$2.45 Million
0.84% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,799
shares
|
$2.45 Million
0.22% of portfolio
|
Q3 2024
Added 0.37%
|