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 |
|---|---|---|---|---|---|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,245
shares
|
$737,945
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
3,235
shares
|
$735,671
0.6% of portfolio
|
Q3 2023
Reduced 2.56%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,233
shares
|
$735,216
0.06% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
3,230
shares
|
$734,534
0.29% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
3,225
shares
|
$733,397
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
3,224
shares
|
$733,169
0.26% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
3,215
shares
|
$731,123
0.07% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,205
shares
|
$728,849
0.05% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
3,195
shares
|
$726,574
0.42% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
3,195
shares
|
$726,574
0.58% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
3,194
shares
|
$726,347
0.1% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,186
shares
|
$724,528
0.11% of portfolio
|
Q2 2024
Added 22.73%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,186
shares
|
$724,528
0.1% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,185
shares
|
$724,300
0.06% of portfolio
|
Q3 2024
Added 32.71%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,176
shares
|
$722,254
0.09% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
3,176
shares
|
$722,254
0.08% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,175
shares
|
$722,026
0.36% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,170
shares
|
$720,889
0.17% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
3,162
shares
|
$719,070
0.07% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
3,162
shares
|
$719,070
0.05% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,160
shares
|
$718,615
0.25% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,160
shares
|
$718,615
0.27% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
3,154
shares
|
$717,251
0.4% of portfolio
|
Q2 2024
Reduced 21.33%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,150
shares
|
$716,341
1.15% of portfolio
|
Q3 2022
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,142
shares
|
$714,522
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|