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 |
|---|---|---|---|---|---|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
3,536
shares
|
$804,121
0.47% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
3,535
shares
|
$803,894
0.2% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,531
shares
|
$802,984
0.17% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
3,525
shares
|
$801,620
0.35% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,521
shares
|
$800,710
0.1% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
3,520
shares
|
$800,483
0.19% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,507
shares
|
$797,526
0.04% of portfolio
|
Q4 2023
Reduced 11.04%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$795,935
0.11% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$795,935
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,498
shares
|
$795,480
0.89% of portfolio
|
Q2 2022
Reduced 3.82%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
3,493
shares
|
$794,343
0.28% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
3,490
shares
|
$793,660
0.36% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
3,488
shares
|
$793,206
0.16% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
3,486
shares
|
$792,751
0.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
3,484
shares
|
$792,296
0.44% of portfolio
|
Q2 2024
Added 3.51%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
3,481
shares
|
$791,614
0.84% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,477
shares
|
$790,704
0.09% of portfolio
|
Q3 2022
Added 3.14%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,471
shares
|
$789,340
0.21% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,469
shares
|
$788,885
0.23% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,467
shares
|
$788,430
0.04% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,467
shares
|
$788,430
0.04% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
3,465
shares
|
$787,975
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
3,464
shares
|
$787,748
0.55% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,463
shares
|
$787,520
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
3,458
shares
|
$786,383
0.56% of portfolio
|
Q3 2024
Added 5.81%
|