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 |
|---|---|---|---|---|---|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,454
shares
|
$785,474
0.38% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
3,450
shares
|
$784,564
0.37% of portfolio
|
Q3 2024
Added 40.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,447
shares
|
$783,882
0.07% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
3,446
shares
|
$783,654
0.4% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
3,445
shares
|
$783,427
0.45% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,442
shares
|
$782,745
0.41% of portfolio
|
Q4 2022
Added 4.94%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
3,426
shares
|
$779,106
0.39% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,416
shares
|
$776,832
0.08% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
3,412
shares
|
$775,922
0.12% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
3,401
shares
|
$773,421
0.16% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
3,384
shares
|
$769,555
0.39% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,379
shares
|
$768,418
0.24% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
3,378
shares
|
$768,190
0.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
3,377
shares
|
$767,963
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
3,365
shares
|
$765,234
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,362
shares
|
$764,552
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
3,359
shares
|
$763,870
0.11% of portfolio
|
Q3 2024
Reduced 48.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
3,354
shares
|
$762,733
0.32% of portfolio
|
Q1 2024
Added 7.26%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
3,346
shares
|
$760,913
0.45% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
3,342
shares
|
$760,004
0.38% of portfolio
|
Q3 2024
Added 30.19%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
3,339
shares
|
$759,321
0.17% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
3,339
shares
|
$759,321
0.12% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
3,337
shares
|
$758,867
0.06% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
3,332
shares
|
$757,730
0.15% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,332
shares
|
$757,730
0.59% of portfolio
|
Q3 2024
Added 0.6%
|