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 |
|---|---|---|---|---|---|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
2,068
shares
|
$473,220
0.2% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,068
shares
|
$473,220
0.01% of portfolio
|
Q2 2023
Added 4.71%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
2,063
shares
|
$472,076
0.16% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,061
shares
|
$471,618
0.03% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
2,059
shares
|
$471,160
0.07% of portfolio
|
Q2 2024
Added 6.41%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
2,055
shares
|
$470,245
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
2,055
shares
|
$470,245
0.23% of portfolio
|
Q4 2022
Reduced 56.23%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,050
shares
|
$469,101
0.05% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
2,049
shares
|
$468,872
0.09% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
2,049
shares
|
$468,872
0.16% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
2,048
shares
|
$468,643
0.06% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
2,045
shares
|
$467,957
0.3% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,044
shares
|
$467,728
0.07% of portfolio
|
Q2 2023
Reduced 46.77%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,043
shares
|
$467,499
0.09% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
2,043
shares
|
$467,499
0.12% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,042
shares
|
$467,270
0.1% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
2,041
shares
|
$467,042
0.28% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
2,040
shares
|
$466,813
0.02% of portfolio
|
Q4 2021
Reduced 91.51%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,036
shares
|
$465,897
0.03% of portfolio
|
Q3 2023
Added 48.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,036
shares
|
$465,897
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,017
shares
|
$461,550
0.21% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
2,015
shares
|
$461,092
0.05% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,015
shares
|
$461,092
0.07% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
2,015
shares
|
$461,092
0.32% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,011
shares
|
$460,177
0.23% of portfolio
|
Q3 2024
Added 0.15%
|