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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
8,153
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,113
shares
|
$1.84 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,113
shares
|
$1.84 Million
0.17% of portfolio
|
Q2 2024
Added 3.76%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
8,112
shares
|
$1.84 Million
0.28% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,104
shares
|
$1.84 Million
0.29% of portfolio
|
Q2 2022
Added 9.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
8,062
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
8,037
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
8,033
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2024
Added 32.8%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
8,031
shares
|
$1.82 Million
0.45% of portfolio
|
Q2 2024
Reduced 6.53%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
8,008
shares
|
$1.82 Million
0.2% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,008
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
8,000
shares
|
$1.82 Million
0.53% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
7,995
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2024
Reduced 26.31%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
7,970
shares
|
$1.81 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,927
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
7,916
shares
|
$1.8 Million
0.5% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
7,914
shares
|
$1.8 Million
0.31% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
7,902
shares
|
$1.79 Million
0.44% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
7,900
shares
|
$1.79 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,896
shares
|
$1.79 Million
0.17% of portfolio
|
Q2 2023
Added 1.24%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,860
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
7,856
shares
|
$1.78 Million
0.5% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,856
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,854
shares
|
$1.78 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
7,835
shares
|
$1.78 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.44%
|