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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,503
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2022
Reduced 32.72%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
5,499
shares
|
$1.25 Million
0.22% of portfolio
|
Q3 2024
Reduced 53.46%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
5,494
shares
|
$1.25 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
5,492
shares
|
$1.25 Million
0.76% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,486
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
5,461
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,456
shares
|
$1.24 Million
0.45% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,411
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
5,409
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,408
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
5,407
shares
|
$1.23 Million
0.82% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,364
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,355
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,355
shares
|
$1.22 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
5,342
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
5,334
shares
|
$1.21 Million
0.6% of portfolio
|
Q1 2024
Reduced 27.57%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,330
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Added 58.77%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
5,312
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,306
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
5,299
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2024
Added 3.19%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,286
shares
|
$1.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,286
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
5,265
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
5,258
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,254
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.67%
|