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 |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,070
shares
|
$696,644
0.07% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
3,068
shares
|
$696,190
0.35% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
3,067
shares
|
$695,963
0.08% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
3,061
shares
|
$694,602
0.09% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
3,057
shares
|
$693,694
0.06% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
3,055
shares
|
$693,240
0.18% of portfolio
|
Q1 2023
Reduced 12.49%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
3,046
shares
|
$691,198
0.14% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,041
shares
|
$690,063
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
3,040
shares
|
$689,836
0.14% of portfolio
|
Q3 2024
Added 28.49%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
3,036
shares
|
$688,929
0.22% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
3,025
shares
|
$686,433
0.31% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,022
shares
|
$685,752
0.14% of portfolio
|
Q4 2023
Added 1.31%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,020
shares
|
$685,298
0.37% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
3,016
shares
|
$684,390
0.24% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
3,015
shares
|
$684,163
0.16% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,014
shares
|
$683,936
0.06% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
3,013
shares
|
$683,709
0.57% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,011
shares
|
$683,256
0.06% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,008
shares
|
$682,575
0.15% of portfolio
|
Q3 2024
Added 36.23%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,999
shares
|
$680,533
0.32% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,996
shares
|
$679,852
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
2,995
shares
|
$679,625
0.05% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
2,992
shares
|
$678,944
0.27% of portfolio
|
Q4 2022
Reduced 5.38%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
2,990
shares
|
$678,490
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,983
shares
|
$676,902
0.39% of portfolio
|
Q3 2024
Reduced 2.96%
|