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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,777
shares
|
$857,076
0.1% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,771
shares
|
$855,715
0.11% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
3,767
shares
|
$854,807
0.34% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
3,763
shares
|
$853,899
0.29% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
3,760
shares
|
$853,219
0.51% of portfolio
|
Q3 2024
Added 189.23%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
3,760
shares
|
$853,219
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
3,760
shares
|
$853,219
0.11% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
3,750
shares
|
$850,950
0.31% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,744
shares
|
$849,588
0.66% of portfolio
|
Q4 2023
Reduced 22.02%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,735
shares
|
$847,546
0.01% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,732
shares
|
$846,865
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
3,685
shares
|
$836,200
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,683
shares
|
$835,746
0.21% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,680
shares
|
$835,065
0.05% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,674
shares
|
$833,704
0.06% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
3,672
shares
|
$833,250
0.06% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
3,672
shares
|
$833,250
0.29% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
3,664
shares
|
$831,434
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,658
shares
|
$830,073
0.4% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,652
shares
|
$828,711
0.27% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
3,650
shares
|
$828,258
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
3,646
shares
|
$827,350
0.1% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3,646
shares
|
$827,350
0.32% of portfolio
|
Q3 2024
Added 23.09%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
3,640
shares
|
$825,988
0.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,633
shares
|
$824,400
0.09% of portfolio
|
Q3 2024
Added 5.4%
|