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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,889
shares
|
$432,259
0.01% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,888
shares
|
$432,031
0.02% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
1,886
shares
|
$431,573
0.18% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,884
shares
|
$431,115
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,876
shares
|
$429,285
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
1,876
shares
|
$429,285
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,875
shares
|
$429,056
0.14% of portfolio
|
Q4 2023
Added 3.82%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,875
shares
|
$429,056
0.03% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,874
shares
|
$428,827
0.37% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,874
shares
|
$428,827
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
1,870
shares
|
$427,912
0.07% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
1,867
shares
|
$427,225
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,866
shares
|
$426,996
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
1,863
shares
|
$426,310
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,861
shares
|
$425,852
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,861
shares
|
$425,852
0.1% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
1,860
shares
|
$425,623
0.32% of portfolio
|
Q4 2023
Reduced 5.1%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,860
shares
|
$425,623
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
1,850
shares
|
$423,335
0.13% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
1,848
shares
|
$422,877
0.21% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
1,847
shares
|
$422,649
0.15% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
1,841
shares
|
$421,276
0.02% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
1,839
shares
|
$420,818
0.06% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,835
shares
|
$419,903
0.29% of portfolio
|
Q2 2022
Added 5.76%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,835
shares
|
$419,903
0.03% of portfolio
|
Q3 2024
Added 9.95%
|