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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
5,250
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,237
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
5,231
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,225
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2024
Added 68.71%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
5,218
shares
|
$1.19 Million
0.31% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
5,214
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,210
shares
|
$1.18 Million
0.45% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
5,210
shares
|
$1.18 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
5,204
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,196
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,160
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,149
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,147
shares
|
$1.17 Million
0.33% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,143
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.82%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
5,134
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2024
Added 71.02%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
5,130
shares
|
$1.17 Million
0.38% of portfolio
|
Q3 2024
Added 77.39%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
5,125
shares
|
$1.17 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
5,074
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
5,062
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
5,061
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,050
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,049
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
5,047
shares
|
$1.15 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
5,032
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
5,020
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.46%
|