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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
2,496
shares
|
$567,615
0.19% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,495
shares
|
$567,387
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,495
shares
|
$567,387
0.05% of portfolio
|
Q3 2024
Reduced 17.63%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,490
shares
|
$566,250
0.08% of portfolio
|
Q1 2023
Reduced 10.75%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,486
shares
|
$565,341
0.05% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,485
shares
|
$565,113
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
2,484
shares
|
$564,886
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,481
shares
|
$564,204
0.01% of portfolio
|
Q3 2024
Reduced 43.33%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,475
shares
|
$562,839
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
2,471
shares
|
$561,930
0.36% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,466
shares
|
$560,793
0.24% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
2,465
shares
|
$560,565
0.29% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
2,465
shares
|
$560,565
0.06% of portfolio
|
Q4 2023
Reduced 3.82%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
2,457
shares
|
$558,746
0.43% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
2,452
shares
|
$557,609
0.66% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
2,445
shares
|
$556,017
0.23% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,444
shares
|
$555,790
0.11% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
2,438
shares
|
$554,425
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
2,430
shares
|
$552,606
0.14% of portfolio
|
Q3 2024
Added 59.87%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,428
shares
|
$552,151
0.11% of portfolio
|
Q3 2024
Added 121.53%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
2,426
shares
|
$551,696
0.06% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,423
shares
|
$551,014
0.11% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,423
shares
|
$551,014
0.05% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
2,422
shares
|
$550,787
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,421
shares
|
$550,559
0.09% of portfolio
|
Q2 2024
Added 0.41%
|