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 |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
7,144
shares
|
$1.62 Million
0.22% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,110
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 80.21%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,102
shares
|
$1.61 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7,094
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
7,086
shares
|
$1.61 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
7,082
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
7,052
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
7,036
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,025
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
7,015
shares
|
$1.59 Million
0.19% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,006
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
7,005
shares
|
$1.59 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
7,000
shares
|
$1.59 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$1.59 Million
1.84% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,999
shares
|
$1.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
6,994
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Added 129.84%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,993
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2024
Added 82.01%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,987
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
6,982
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
6,975
shares
|
$1.58 Million
0.34% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
6,974
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
6,971
shares
|
$1.58 Million
0.95% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,966
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
6,939
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2024
Added 9.26%
|