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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
7,821
shares
|
$1.77 Million
1.05% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
7,820
shares
|
$1.77 Million
0.21% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
7,815
shares
|
$1.77 Million
1.31% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
7,799
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
7,785
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
7,778
shares
|
$1.76 Million
0.42% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
7,768
shares
|
$1.76 Million
0.42% of portfolio
|
Q3 2023
Reduced 0.82%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
7,757
shares
|
$1.76 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
7,749
shares
|
$1.76 Million
0.46% of portfolio
|
Q2 2022
Added 0.16%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,742
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
7,727
shares
|
$1.75 Million
1.4% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
7,724
shares
|
$1.75 Million
0.62% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
7,707
shares
|
$1.75 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
7,701
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
7,635
shares
|
$1.73 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
7,635
shares
|
$1.73 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
7,626
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
7,617
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
7,614
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
7,605
shares
|
$1.73 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
7,561
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
7,554
shares
|
$1.71 Million
0.34% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
7,539
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
7,500
shares
|
$1.7 Million
1.75% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
7,497
shares
|
$1.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.01%
|