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 |
|---|---|---|---|---|---|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
7,492
shares
|
$1.7 Million
1.03% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
7,479
shares
|
$1.7 Million
0.4% of portfolio
|
Q1 2024
Reduced 8.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
7,473
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
7,471
shares
|
$1.7 Million
0.43% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
7,468
shares
|
$1.69 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
7,453
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
7,446
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
7,441
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
7,434
shares
|
$1.69 Million
0.22% of portfolio
|
Q2 2024
Added 5.69%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
7,430
shares
|
$1.69 Million
0.12% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
7,428
shares
|
$1.69 Million
1.07% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
7,415
shares
|
$1.68 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 13, 2024 Q3 2024 |
7,400
shares
|
$1.68 Million
1.39% of portfolio
|
Q3 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,350
shares
|
$1.67 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
7,320
shares
|
$1.66 Million
0.74% of portfolio
|
Q3 2024
Added 893.22%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,316
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2024
Added 173.5%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,295
shares
|
$1.66 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
7,291
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2024
Added 184.58%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
7,240
shares
|
$1.64 Million
0.18% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
7,206
shares
|
$1.64 Million
0.71% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Nov 07, 2024 Q3 2024 |
7,189
shares
|
$1.63 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,182
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
7,178
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
7,169
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
7,153
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
Added 355.03%
|