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 $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
2,332
shares
|
$529,177
0.1% of portfolio
|
Q3 2024
Added 86.41%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
2,331
shares
|
$528,950
0.3% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,328
shares
|
$528,269
0.1% of portfolio
|
Q4 2022
Added 22.98%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,324
shares
|
$527,362
0.2% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,323
shares
|
$527,135
0.04% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
2,321
shares
|
$526,681
0.13% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
2,318
shares
|
$526,000
0.04% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,317
shares
|
$525,773
0.1% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
2,313
shares
|
$524,865
0.0% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,309
shares
|
$523,958
0.1% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
2,309
shares
|
$523,958
0.15% of portfolio
|
Q3 2024
Added 127.94%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
2,309
shares
|
$523,958
0.38% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
2,299
shares
|
$521,689
0.02% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
2,297
shares
|
$521,235
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,295
shares
|
$520,781
0.48% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,294
shares
|
$520,554
0.04% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
2,293
shares
|
$520,327
0.13% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,293
shares
|
$520,327
0.12% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
2,293
shares
|
$520,327
0.06% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
2,288
shares
|
$519,192
0.07% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$518,739
0.22% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$518,739
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
2,285
shares
|
$518,512
0.05% of portfolio
|
Q2 2024
Reduced 37.59%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
2,283
shares
|
$518,058
0.06% of portfolio
|
Q3 2023
Added 19.78%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
2,281
shares
|
$517,604
0.18% of portfolio
|
Q3 2024
Added 4.3%
|