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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
6,087
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
6,086
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2023
Added 23.98%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
6,074
shares
|
$1.38 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,058
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
6,055
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
6,031
shares
|
$1.37 Million
0.33% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
6,028
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.03%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
6,001
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
5,981
shares
|
$1.36 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,970
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2024
Reduced 30.46%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,957
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,952
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
5,931
shares
|
$1.35 Million
0.29% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
5,924
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,924
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2021
Added 0.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,923
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.16%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
5,919
shares
|
$1.34 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
5,909
shares
|
$1.34 Million
0.21% of portfolio
|
Q3 2024
Added 4589.68%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
5,908
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
5,904
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
5,902
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
5,889
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2023
Added 7.29%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
5,886
shares
|
$1.34 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,885
shares
|
$1.34 Million
0.54% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,879
shares
|
$1.33 Million
0.42% of portfolio
|
Q2 2022
Added 27.94%
|