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 |
|---|---|---|---|---|---|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,686
shares
|
$1.29 Million
0.6% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,677
shares
|
$1.29 Million
1.67% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
5,651
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,640
shares
|
$1.28 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,639
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
5,637
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
5,628
shares
|
$1.28 Million
0.58% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,625
shares
|
$1.28 Million
0.28% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,623
shares
|
$1.28 Million
0.61% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
5,606
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
5,578
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2024
Added 27.0%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
5,574
shares
|
$1.26 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
5,570
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,547
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
5,545
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
5,545
shares
|
$1.26 Million
0.33% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,537
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Added 85.56%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
5,537
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
5,530
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Added 55.42%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,519
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
5,519
shares
|
$1.25 Million
1.01% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
5,505
shares
|
$1.25 Million
1.01% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,504
shares
|
$1.25 Million
0.38% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
5,504
shares
|
$1.25 Million
0.83% of portfolio
|
Q3 2024
Reduced 64.89%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
5,504
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2024
Added 4.1%
|