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 |
|---|---|---|---|---|---|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,293
shares
|
$1.43 Million
0.54% of portfolio
|
Q3 2024
Added 138.37%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
6,284
shares
|
$1.43 Million
0.71% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,278
shares
|
$1.42 Million
0.28% of portfolio
|
Q3 2024
Added 164.89%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
6,260
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
6,256
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2024
Added 83.46%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,238
shares
|
$1.42 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
6,235
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
6,225
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
6,222
shares
|
$1.41 Million
0.47% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
6,219
shares
|
$1.41 Million
0.78% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,205
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,203
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
6,198
shares
|
$1.41 Million
0.92% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
6,188
shares
|
$1.4 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,184
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
6,177
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
6,175
shares
|
$1.4 Million
0.49% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
6,171
shares
|
$1.4 Million
0.41% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
6,163
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,154
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
6,154
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
6,154
shares
|
$1.4 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
6,153
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
6,149
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
6,100
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 67.38%
|