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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
9,676
shares
|
$2.2 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
9,676
shares
|
$2.2 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
9,673
shares
|
$2.19 Million
0.31% of portfolio
|
Q3 2023
Added 24.17%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
9,670
shares
|
$2.19 Million
0.84% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
9,668
shares
|
$2.19 Million
0.32% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
9,604
shares
|
$2.18 Million
0.25% of portfolio
|
Q3 2024
Added 60.15%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
9,602
shares
|
$2.18 Million
0.39% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
9,601
shares
|
$2.18 Million
1.31% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
9,570
shares
|
$2.17 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
9,561
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,545
shares
|
$2.17 Million
1.11% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
9,529
shares
|
$2.16 Million
0.45% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
9,508
shares
|
$2.16 Million
0.2% of portfolio
|
Q3 2024
Reduced 76.37%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
9,501
shares
|
$2.16 Million
0.07% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
9,453
shares
|
$2.15 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
9,408
shares
|
$2.13 Million
0.6% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
9,400
shares
|
$2.13 Million
0.78% of portfolio
|
Q2 2024
Added 10.59%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
9,326
shares
|
$2.12 Million
0.83% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
9,319
shares
|
$2.11 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
9,317
shares
|
$2.11 Million
0.55% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
9,290
shares
|
$2.11 Million
0.31% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
9,218
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
9,212
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,208
shares
|
$2.09 Million
0.51% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,181
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2024
Added 15.86%
|