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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,068
shares
|
$923,110
0.12% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,060
shares
|
$921,295
0.27% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
4,059
shares
|
$921,068
0.21% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
4,058
shares
|
$920,841
0.1% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,049
shares
|
$918,799
0.41% of portfolio
|
Q2 2022
Added 23.37%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
4,044
shares
|
$917,664
0.36% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
4,028
shares
|
$914,033
0.62% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,023
shares
|
$912,899
0.54% of portfolio
|
Q3 2024
Added 116.17%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
4,023
shares
|
$912,899
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,022
shares
|
$912,672
0.1% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,022
shares
|
$912,672
0.06% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,018
shares
|
$911,764
0.32% of portfolio
|
Q2 2023
Added 31.39%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,015
shares
|
$911,083
0.07% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,013
shares
|
$910,629
0.05% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,012
shares
|
$910,403
0.23% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
4,002
shares
|
$908,133
0.23% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$907,680
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,995
shares
|
$906,545
0.37% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
3,993
shares
|
$906,091
0.02% of portfolio
|
Q3 2024
Added 88.44%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,987
shares
|
$904,730
0.04% of portfolio
|
Q2 2024
Reduced 18.32%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,982
shares
|
$903,595
0.03% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,980
shares
|
$903,141
0.77% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,975
shares
|
$902,007
0.05% of portfolio
|
Q3 2024
Added 289.32%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
3,954
shares
|
$897,241
0.54% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,944
shares
|
$894,972
0.54% of portfolio
|
Q3 2022
New holding
|