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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,354
shares
|
$2.35 Million
0.13% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
10,353
shares
|
$2.35 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
10,346
shares
|
$2.35 Million
1.02% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
10,340
shares
|
$2.35 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
10,338
shares
|
$2.35 Million
1.87% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
10,332
shares
|
$2.34 Million
1.08% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,330
shares
|
$2.34 Million
0.22% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
10,306
shares
|
$2.34 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,299
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,273
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
10,246
shares
|
$2.33 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
10,240
shares
|
$2.32 Million
0.55% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
10,237
shares
|
$2.32 Million
0.2% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
10,172
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,159
shares
|
$2.31 Million
1.25% of portfolio
|
Q1 2023
Added 5.87%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
10,135
shares
|
$2.3 Million
0.2% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
10,075
shares
|
$2.29 Million
0.21% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
10,048
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
10,033
shares
|
$2.28 Million
0.22% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,021
shares
|
$2.27 Million
0.41% of portfolio
|
Q2 2022
Added 4.98%
|
|
|
Pensionfund Sabic
|
Oct 09, 2024 Q3 2024 |
10,000
shares
|
$2.27 Million
0.69% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,000
shares
|
$2.27 Million
1.58% of portfolio
|
Q2 2022
New holding
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
10,000
shares
|
$2.27 Million
1.54% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$2.27 Million
1.09% of portfolio
|
Q1 2020
New holding
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
9,989
shares
|
$2.27 Million
1.45% of portfolio
|
Q3 2024
Reduced 10.39%
|