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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
8,814
shares
|
$2 Million
0.33% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
8,806
shares
|
$2 Million
0.91% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
8,778
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
8,775
shares
|
$1.99 Million
0.36% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
8,765
shares
|
$1.99 Million
0.36% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,749
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2022
Added 142.96%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
8,736
shares
|
$1.98 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
8,727
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
8,715
shares
|
$1.98 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
8,683
shares
|
$1.97 Million
0.78% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
8,641
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
8,628
shares
|
$1.96 Million
1.28% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
8,611
shares
|
$1.95 Million
0.47% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
8,610
shares
|
$1.95 Million
1.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,606
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
8,588
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
8,585
shares
|
$1.95 Million
0.48% of portfolio
|
Q3 2024
Added 98.82%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
8,571
shares
|
$1.94 Million
0.43% of portfolio
|
Q3 2024
Reduced 42.06%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
8,569
shares
|
$1.94 Million
2.2% of portfolio
|
Q1 2024
Reduced 7.26%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
8,568
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.73%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,562
shares
|
$1.94 Million
1.26% of portfolio
|
Q3 2022
New holding
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,549
shares
|
$1.94 Million
0.49% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
8,546
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.93%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
8,545
shares
|
$1.94 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
8,544
shares
|
$1.94 Million
0.22% of portfolio
|
Q3 2024
Added 4.87%
|