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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
9,977
shares
|
$2.26 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
9,973
shares
|
$2.26 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
9,941
shares
|
$2.26 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
9,934
shares
|
$2.25 Million
0.35% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,932
shares
|
$2.25 Million
0.87% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,921
shares
|
$2.25 Million
0.13% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
9,899
shares
|
$2.25 Million
0.41% of portfolio
|
Q3 2024
Added 42.17%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,879
shares
|
$2.24 Million
0.25% of portfolio
|
Q2 2024
Added 4.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,876
shares
|
$2.24 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
9,867
shares
|
$2.24 Million
1.55% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,860
shares
|
$2.24 Million
0.17% of portfolio
|
Q2 2022
Reduced 5.2%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,858
shares
|
$2.24 Million
1.09% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
9,842
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9,842
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
9,833
shares
|
$2.23 Million
0.49% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
9,822
shares
|
$2.23 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
9,821
shares
|
$2.23 Million
1.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
9,794
shares
|
$2.22 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
9,790
shares
|
$2.22 Million
0.3% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
9,775
shares
|
$2.22 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
9,762
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2022
Added 0.72%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
9,758
shares
|
$2.21 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
9,740
shares
|
$2.21 Million
1.01% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
9,700
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
9,676
shares
|
$2.2 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.06%
|