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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,416
shares
|
$1 Million
0.09% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,405
shares
|
$999,582
0.37% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
4,397
shares
|
$997,767
0.41% of portfolio
|
Q2 2024
Reduced 16.99%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,395
shares
|
$997,313
0.02% of portfolio
|
Q1 2023
Reduced 8.23%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,394
shares
|
$997,086
0.27% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
4,393
shares
|
$996,859
0.2% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$996,632
0.07% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,387
shares
|
$995,498
0.05% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,385
shares
|
$995,044
0.08% of portfolio
|
Q3 2022
Reduced 16.36%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
4,368
shares
|
$991,186
0.07% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
4,365
shares
|
$990,505
0.36% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
4,355
shares
|
$988,236
0.57% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,349
shares
|
$986,875
0.09% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,335
shares
|
$983,698
0.76% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
4,326
shares
|
$981,655
0.68% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Paradigm Capital Management Inc
|
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$975,756
0.04% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
4,287
shares
|
$972,806
0.43% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
4,278
shares
|
$970,763
0.1% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
4,246
shares
|
$963,502
0.09% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
4,246
shares
|
$963,502
0.52% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,243
shares
|
$962,821
0.07% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,236
shares
|
$961,233
0.21% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
4,231
shares
|
$960,098
0.5% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
4,231
shares
|
$960,098
0.01% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
4,212
shares
|
$955,787
0.33% of portfolio
|
Q3 2024
Reduced 1.93%
|