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 |
|---|---|---|---|---|---|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
4,212
shares
|
$955,787
0.44% of portfolio
|
Q2 2024
Reduced 7.73%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,205
shares
|
$954,198
0.1% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
4,200
shares
|
$953,064
0.84% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$953,064
0.57% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,199
shares
|
$952,837
0.27% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
4,191
shares
|
$951,021
0.12% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
4,166
shares
|
$945,348
0.03% of portfolio
|
Q3 2024
Added 85.9%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,161
shares
|
$944,214
0.23% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
4,153
shares
|
$942,398
0.17% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
4,129
shares
|
$936,952
0.6% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
4,126
shares
|
$936,271
0.49% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,126
shares
|
$936,271
0.37% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4,123
shares
|
$935,591
0.37% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,122
shares
|
$935,364
0.13% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
4,117
shares
|
$934,229
0.06% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,116
shares
|
$934,002
0.23% of portfolio
|
Q4 2022
Reduced 99.29%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,114
shares
|
$933,548
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,110
shares
|
$932,641
0.13% of portfolio
|
Q3 2024
Reduced 24.55%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
4,107
shares
|
$931,960
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
4,106
shares
|
$931,733
0.3% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
4,100
shares
|
$930,372
0.13% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,078
shares
|
$925,379
0.32% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,077
shares
|
$925,152
0.08% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,076
shares
|
$924,925
0.04% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,075
shares
|
$924,699
0.08% of portfolio
|
Q3 2024
Reduced 1.04%
|