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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
5,876
shares
|
$1.33 Million
0.51% of portfolio
|
Q3 2024
Added 317.92%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
5,858
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,852
shares
|
$1.33 Million
0.31% of portfolio
|
Q3 2024
Added 89.57%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
5,850
shares
|
$1.33 Million
0.64% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
5,840
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
5,840
shares
|
$1.33 Million
0.43% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
5,837
shares
|
$1.32 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
5,831
shares
|
$1.32 Million
0.94% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
5,815
shares
|
$1.32 Million
0.6% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
5,808
shares
|
$1.32 Million
0.28% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
5,805
shares
|
$1.32 Million
0.39% of portfolio
|
Q3 2024
Added 99.9%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,795
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 63.21%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
5,780
shares
|
$1.31 Million
1.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,778
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Added 357.12%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
5,769
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,767
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2024
Added 37.93%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
5,767
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
5,760
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
5,755
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,750
shares
|
$1.3 Million
0.35% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,737
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,727
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
5,725
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,724
shares
|
$1.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
5,718
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Added 0.39%
|