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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,879
shares
|
$653,302
0.19% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
2,869
shares
|
$651,033
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,867
shares
|
$650,579
0.13% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,866
shares
|
$650,352
0.02% of portfolio
|
Q3 2022
Reduced 13.88%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,866
shares
|
$650,352
0.02% of portfolio
|
Q3 2024
Added 52.53%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
2,859
shares
|
$648,764
0.42% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
2,855
shares
|
$647,856
0.25% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
2,846
shares
|
$645,814
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,846
shares
|
$645,814
0.19% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2,841
shares
|
$644,679
0.21% of portfolio
|
Q3 2024
Added 133.83%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,839
shares
|
$644,225
0.25% of portfolio
|
Q2 2023
Reduced 3.11%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
2,836
shares
|
$643,545
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,831
shares
|
$642,410
0.23% of portfolio
|
Q3 2024
Added 57.8%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
2,823
shares
|
$640,595
0.2% of portfolio
|
Q3 2024
Reduced 58.22%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,821
shares
|
$640,141
0.06% of portfolio
|
Q3 2024
Added 27.01%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,816
shares
|
$639,006
0.3% of portfolio
|
Q2 2023
Reduced 9.69%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
2,815
shares
|
$638,779
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,814
shares
|
$638,552
0.07% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,814
shares
|
$638,552
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,796
shares
|
$634,468
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,783
shares
|
$631,518
0.12% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
2,775
shares
|
$629,703
0.49% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,768
shares
|
$628,114
0.31% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,763
shares
|
$626,979
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
2,762
shares
|
$626,753
0.13% of portfolio
|
Q3 2024
Added 26.23%
|