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 |
|---|---|---|---|---|---|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
2,640
shares
|
$599,068
0.06% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
2,636
shares
|
$598,161
0.31% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
2,629
shares
|
$596,572
0.29% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,627
shares
|
$596,118
0.04% of portfolio
|
Q3 2024
Added 46.92%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,626
shares
|
$595,891
0.12% of portfolio
|
Q3 2024
Reduced 27.2%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
2,625
shares
|
$595,665
0.4% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
2,621
shares
|
$594,757
0.06% of portfolio
|
Q3 2024
Added 74.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,621
shares
|
$594,757
0.32% of portfolio
|
Q3 2024
Reduced 78.24%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
2,619
shares
|
$594,303
0.21% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,613
shares
|
$592,941
0.06% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,612
shares
|
$592,715
0.04% of portfolio
|
Q2 2024
Added 8.52%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,606
shares
|
$591,353
0.56% of portfolio
|
Q4 2022
Added 9.82%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,603
shares
|
$590,672
0.02% of portfolio
|
Q1 2022
Added 0.62%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
2,602
shares
|
$590,445
0.13% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
2,597
shares
|
$589,311
0.13% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
2,597
shares
|
$589,311
0.15% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
2,594
shares
|
$588,630
0.14% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,589
shares
|
$587,495
0.32% of portfolio
|
Q1 2024
Added 3.6%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
2,587
shares
|
$587,042
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,585
shares
|
$586,588
0.08% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,585
shares
|
$586,588
0.39% of portfolio
|
Q2 2024
Reduced 32.03%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,577
shares
|
$584,772
0.16% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
2,576
shares
|
$584,545
0.07% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Fenimore Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
2,573
shares
|
$583,865
0.01% of portfolio
|
Q4 2023
Reduced 38.59%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,568
shares
|
$582,730
0.09% of portfolio
|
Q3 2024
Added 56.3%
|