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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,566
shares
|
$582,276
0.0% of portfolio
|
Q3 2024
Reduced 59.21%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
2,565
shares
|
$582,049
0.09% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,562
shares
|
$581,369
0.05% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,548
shares
|
$578,192
0.17% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
2,546
shares
|
$577,738
0.13% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
2,528
shares
|
$573,653
0.26% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$573,199
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,525
shares
|
$572,973
0.07% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
2,520
shares
|
$571,838
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,520
shares
|
$571,838
0.07% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,520
shares
|
$571,838
0.11% of portfolio
|
Q1 2024
Reduced 7.35%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,519
shares
|
$571,611
0.11% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,516
shares
|
$570,930
0.17% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,514
shares
|
$570,476
0.17% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,513
shares
|
$570,249
0.1% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
2,512
shares
|
$570,023
0.16% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
2,511
shares
|
$569,796
0.49% of portfolio
|
Q3 2024
Reduced 46.47%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
2,508
shares
|
$569,115
0.1% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,505
shares
|
$568,434
0.1% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,502
shares
|
$567,753
0.38% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,501
shares
|
$567,526
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
2,501
shares
|
$567,526
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$567,300
0.26% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$567,300
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,499
shares
|
$567,073
0.05% of portfolio
|
Q3 2024
New holding
|