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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
5,018
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2024
Added 54.16%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
5,004
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
4,993
shares
|
$1.13 Million
0.34% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
4,991
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,990
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2023
Reduced 1.98%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
4,980
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,969
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
4,957
shares
|
$1.12 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,953
shares
|
$1.12 Million
0.29% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
4,950
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2024
Reduced 43.81%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
4,941
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
4,939
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
4,939
shares
|
$1.12 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
4,936
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,936
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 37.57%
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,924
shares
|
$1.12 Million
0.46% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
4,910
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
4,908
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
4,887
shares
|
$1.11 Million
0.54% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
4,873
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,868
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,868
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,866
shares
|
$1.1 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
4,863
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,846
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.78%
|