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 |
|---|---|---|---|---|---|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
6,583
shares
|
$1.49 Million
0.87% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,575
shares
|
$1.49 Million
0.35% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
6,573
shares
|
$1.49 Million
0.66% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,557
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
6,554
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
6,526
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,525
shares
|
$1.48 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,505
shares
|
$1.48 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,499
shares
|
$1.47 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
6,498
shares
|
$1.47 Million
0.41% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
6,486
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
6,454
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,424
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,389
shares
|
$1.45 Million
0.27% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,384
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
6,351
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2024
Added 428.37%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
6,350
shares
|
$1.44 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
6,335
shares
|
$1.44 Million
1.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
6,333
shares
|
$1.44 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
6,325
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,310
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
6,308
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
6,304
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,301
shares
|
$1.43 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
6,294
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 12.93%
|