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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,209
shares
|
$501,266
0.28% of portfolio
|
Q1 2024
Added 4.74%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,207
shares
|
$500,812
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
2,206
shares
|
$500,585
0.27% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,202
shares
|
$499,677
0.12% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
2,196
shares
|
$498,316
0.26% of portfolio
|
Q1 2024
Reduced 40.1%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
2,193
shares
|
$497,635
0.12% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$496,954
0.08% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,181
shares
|
$494,912
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,178
shares
|
$494,231
0.06% of portfolio
|
Q2 2024
Added 10.39%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2,176
shares
|
$493,777
0.06% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
2,176
shares
|
$493,777
0.3% of portfolio
|
Q3 2024
Added 38.07%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
2,174
shares
|
$493,324
0.2% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,170
shares
|
$492,416
0.1% of portfolio
|
Q2 2024
Added 22.12%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
2,168
shares
|
$491,962
0.12% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,166
shares
|
$491,508
0.18% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
2,165
shares
|
$491,281
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,163
shares
|
$490,827
0.17% of portfolio
|
Q4 2022
Added 8.48%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,161
shares
|
$490,374
0.13% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,159
shares
|
$489,920
0.03% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
2,156
shares
|
$489,239
0.05% of portfolio
|
Q1 2024
Reduced 12.21%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,153
shares
|
$488,558
0.12% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
2,149
shares
|
$487,651
0.12% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,143
shares
|
$486,289
0.04% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
2,142
shares
|
$486,062
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
2,142
shares
|
$486,062
0.01% of portfolio
|
Q3 2024
Reduced 42.7%
|