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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
3,630
shares
|
$825,498
0.33% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
3,630
shares
|
$825,498
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
3,628
shares
|
$825,043
0.18% of portfolio
|
Q3 2022
Reduced 5.36%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,616
shares
|
$822,314
0.07% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
3,615
shares
|
$822,087
0.38% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,613
shares
|
$821,632
0.07% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
3,613
shares
|
$821,632
0.27% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
3,609
shares
|
$820,722
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,607
shares
|
$820,267
0.0% of portfolio
|
Q3 2024
Added 48.5%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
3,601
shares
|
$818,903
0.17% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,600
shares
|
$818,676
0.66% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,597
shares
|
$817,993
0.06% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
3,593
shares
|
$817,084
0.51% of portfolio
|
Q2 2024
Reduced 20.3%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
3,587
shares
|
$815,719
0.31% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,586
shares
|
$815,492
0.58% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
3,584
shares
|
$815,037
0.17% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
3,584
shares
|
$815,037
0.39% of portfolio
|
Q4 2023
Added 2.52%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
3,583
shares
|
$814,810
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
3,579
shares
|
$813,900
0.29% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,570
shares
|
$811,853
0.04% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
3,567
shares
|
$811,171
0.12% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,566
shares
|
$810,944
0.99% of portfolio
|
Q1 2024
Added 7.22%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
3,550
shares
|
$807,305
0.62% of portfolio
|
Q3 2024
Added 49.6%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
3,549
shares
|
$807,078
0.25% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,546
shares
|
$806,395
0.15% of portfolio
|
Q3 2024
Reduced 0.06%
|