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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
2,133
shares
|
$488,094
0.03% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
2,133
shares
|
$488,094
0.26% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,132
shares
|
$487,865
0.13% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,129
shares
|
$487,179
0.11% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
2,126
shares
|
$486,492
0.14% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,125
shares
|
$486,263
0.05% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
2,123
shares
|
$485,806
0.01% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
2,121
shares
|
$485,348
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
2,110
shares
|
$482,831
0.33% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,110
shares
|
$482,831
0.31% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,105
shares
|
$481,687
0.09% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,101
shares
|
$480,771
0.09% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
2,100
shares
|
$480,543
0.35% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$480,543
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,098
shares
|
$480,085
0.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,092
shares
|
$478,712
0.03% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,092
shares
|
$478,712
0.29% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,084
shares
|
$476,881
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
2,083
shares
|
$476,652
0.04% of portfolio
|
Q3 2024
Reduced 84.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
2,081
shares
|
$476,195
0.08% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
2,080
shares
|
$475,966
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
2,078
shares
|
$475,508
0.37% of portfolio
|
Q3 2024
Added 38.9%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
2,078
shares
|
$475,508
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
2,078
shares
|
$475,508
0.03% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,076
shares
|
$475,051
0.07% of portfolio
|
Q3 2021
New holding
|