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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
3,140
shares
|
$712,528
0.24% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,140
shares
|
$712,528
0.13% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
3,139
shares
|
$712,301
0.28% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
3,136
shares
|
$711,621
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,136
shares
|
$711,621
0.04% of portfolio
|
Q3 2022
Reduced 1.51%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,133
shares
|
$710,940
0.08% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,130
shares
|
$710,259
0.33% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,126
shares
|
$709,351
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,126
shares
|
$709,351
0.05% of portfolio
|
Q3 2024
Added 32.23%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,121
shares
|
$708,217
0.01% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,119
shares
|
$707,763
0.27% of portfolio
|
Q4 2023
Added 12.4%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
3,115
shares
|
$706,855
0.3% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
3,103
shares
|
$704,132
0.09% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
3,093
shares
|
$701,863
0.07% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
3,090
shares
|
$701,182
0.15% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
3,090
shares
|
$701,182
0.07% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
3,090
shares
|
$701,182
0.31% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,087
shares
|
$700,502
0.29% of portfolio
|
Q3 2024
Reduced 21.65%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,087
shares
|
$700,502
0.15% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,077
shares
|
$698,232
0.38% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
3,074
shares
|
$697,552
0.09% of portfolio
|
Q3 2024
Added 32.1%
|
|
|
Reik & Co., LLC
|
Oct 31, 2024 Q3 2024 |
3,072
shares
|
$697,098
0.17% of portfolio
|
Q3 2019
Reduced 6.11%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
3,071
shares
|
$696,871
0.09% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,071
shares
|
$696,871
0.14% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
3,070
shares
|
$696,644
0.19% of portfolio
|
Q4 2023
Reduced 16.35%
|