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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,750
shares
|
$624,030
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
2,749
shares
|
$623,803
0.32% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
2,745
shares
|
$622,895
0.4% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,727
shares
|
$618,810
0.56% of portfolio
|
Q2 2024
Reduced 17.41%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,726
shares
|
$618,583
0.26% of portfolio
|
Q1 2024
Added 7.92%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
2,723
shares
|
$617,903
0.03% of portfolio
|
Q3 2024
Added 26.24%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,717
shares
|
$616,541
0.11% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,714
shares
|
$615,860
0.11% of portfolio
|
Q3 2024
Added 28.63%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
2,713
shares
|
$615,633
0.02% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
2,711
shares
|
$615,180
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,700
shares
|
$612,684
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,697
shares
|
$612,003
0.39% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
2,688
shares
|
$609,960
0.26% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,680
shares
|
$608,145
0.07% of portfolio
|
Q2 2023
Added 13.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,679
shares
|
$607,918
0.04% of portfolio
|
Q2 2023
Reduced 3.56%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
2,677
shares
|
$607,464
0.02% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
2,670
shares
|
$605,876
0.21% of portfolio
|
Q3 2024
Added 105.7%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,668
shares
|
$605,422
0.12% of portfolio
|
Q4 2021
Reduced 6.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,664
shares
|
$604,514
0.04% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
2,660
shares
|
$603,607
0.36% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,660
shares
|
$603,607
0.04% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,654
shares
|
$602,245
0.17% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
2,652
shares
|
$601,791
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
2,645
shares
|
$600,203
0.19% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
2,643
shares
|
$599,749
0.08% of portfolio
|
Q3 2024
Added 59.22%
|