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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
6,934
shares
|
$1.58 Million
0.6% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
6,922
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Added 27.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
6,898
shares
|
$1.57 Million
0.25% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
6,897
shares
|
$1.57 Million
0.74% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,876
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
6,859
shares
|
$1.56 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,829
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,810
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
6,788
shares
|
$1.54 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
6,780
shares
|
$1.54 Million
0.36% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,771
shares
|
$1.54 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,764
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,732
shares
|
$1.53 Million
0.73% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
6,712
shares
|
$1.53 Million
0.38% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,708
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
6,702
shares
|
$1.52 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
6,695
shares
|
$1.52 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,693
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Reduced 76.97%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
6,678
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
6,647
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
6,647
shares
|
$1.51 Million
0.3% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
6,622
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
6,615
shares
|
$1.5 Million
0.31% of portfolio
|
Q2 2024
Added 1.46%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
6,602
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,586
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 38.66%
|