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 |
|---|---|---|---|---|---|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
4,558
shares
|
$1.03 Million
0.42% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
4,552
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 30.13%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
4,552
shares
|
$1.03 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
4,548
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
4,543
shares
|
$1.03 Million
0.83% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,541
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,540
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,524
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,521
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
4,509
shares
|
$1.02 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,507
shares
|
$1.02 Million
0.62% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,502
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,501
shares
|
$1.02 Million
0.5% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Washington Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,490
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
4,479
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
4,472
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
4,467
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2024
Added 51.84%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,465
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2024
Reduced 18.3%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
4,461
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,441
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
4,437
shares
|
$1.01 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,435
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
4,433
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
4,423
shares
|
$1 Million
0.34% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,417
shares
|
$1 Million
0.57% of portfolio
|
Q2 2024
Added 0.55%
|