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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
3,320
shares
|
$753,374
0.46% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
3,314
shares
|
$752,012
0.17% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,313
shares
|
$751,785
0.26% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,308
shares
|
$750,651
0.26% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
3,302
shares
|
$749,289
0.01% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
3,301
shares
|
$749,062
0.08% of portfolio
|
Q3 2024
Added 132.46%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
3,299
shares
|
$748,609
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
3,299
shares
|
$748,609
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
3,297
shares
|
$748,155
0.16% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
3,295
shares
|
$747,701
0.06% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,293
shares
|
$747,247
0.78% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
3,291
shares
|
$746,793
0.06% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
3,290
shares
|
$746,566
0.44% of portfolio
|
Q3 2024
Added 45.25%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,285
shares
|
$745,432
0.08% of portfolio
|
Q3 2024
Added 61.43%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,275
shares
|
$743,163
0.11% of portfolio
|
Q1 2023
Added 7.38%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
3,273
shares
|
$742,709
0.27% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
3,272
shares
|
$742,482
0.6% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
3,271
shares
|
$742,255
0.13% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,271
shares
|
$742,255
0.22% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,268
shares
|
$741,574
0.05% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,268
shares
|
$741,574
0.47% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,266
shares
|
$741,120
0.11% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,263
shares
|
$740,439
0.03% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
3,258
shares
|
$739,305
0.08% of portfolio
|
Q3 2024
Added 32.49%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
3,255
shares
|
$738,624
0.11% of portfolio
|
Q3 2023
Added 6.72%
|