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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
9,179
shares
|
$2.08 Million
0.11% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
9,173
shares
|
$2.08 Million
0.14% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
9,154
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 48.79%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
9,126
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
9,087
shares
|
$2.06 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
9,063
shares
|
$2.06 Million
0.8% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,062
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
9,051
shares
|
$2.05 Million
0.19% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
9,011
shares
|
$2.04 Million
0.94% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
9,000
shares
|
$2.04 Million
0.61% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
8,985
shares
|
$2.04 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
8,963
shares
|
$2.03 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
8,950
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
8,946
shares
|
$2.03 Million
1.15% of portfolio
|
Q3 2024
Added 516.12%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
8,931
shares
|
$2.03 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
8,931
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
8,917
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
8,906
shares
|
$2.02 Million
0.19% of portfolio
|
Q3 2024
Reduced 45.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,888
shares
|
$2.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
8,883
shares
|
$2.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
8,871
shares
|
$2.01 Million
0.56% of portfolio
|
Q3 2024
Reduced 50.63%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
8,871
shares
|
$2.01 Million
1.61% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
8,869
shares
|
$2.01 Million
0.71% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,835
shares
|
$2 Million
0.22% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
8,830
shares
|
$2 Million
0.49% of portfolio
|
Q3 2024
New holding
|