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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,277
shares
|
$516,696
0.14% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
2,277
shares
|
$516,696
0.31% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,276
shares
|
$516,469
0.16% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,273
shares
|
$515,789
0.09% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
2,269
shares
|
$514,881
0.17% of portfolio
|
Q3 2024
Reduced 44.02%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
2,269
shares
|
$514,881
0.11% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,266
shares
|
$514,200
0.09% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
2,266
shares
|
$514,200
0.06% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
2,263
shares
|
$513,519
0.03% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
2,263
shares
|
$513,519
0.11% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,262
shares
|
$513,293
0.06% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,252
shares
|
$511,023
0.04% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
2,247
shares
|
$509,889
0.13% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,242
shares
|
$508,754
0.11% of portfolio
|
Q3 2024
Reduced 59.55%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
2,241
shares
|
$508,527
0.19% of portfolio
|
Q3 2024
Added 39.89%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
2,238
shares
|
$507,846
0.13% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,236
shares
|
$507,393
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,235
shares
|
$507,166
0.12% of portfolio
|
Q2 2022
Added 7.19%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
2,232
shares
|
$506,485
0.03% of portfolio
|
Q1 2024
Added 9.84%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
2,225
shares
|
$504,897
0.16% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
2,223
shares
|
$504,443
0.05% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,222
shares
|
$504,216
0.24% of portfolio
|
Q3 2024
Reduced 37.2%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,221
shares
|
$503,989
0.54% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
2,218
shares
|
$503,308
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
2,213
shares
|
$502,173
0.27% of portfolio
|
Q3 2024
Added 27.99%
|