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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,795
shares
|
$410,749
0.19% of portfolio
|
Q2 2022
Reduced 55.06%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,792
shares
|
$410,063
0.05% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,785
shares
|
$408,461
0.1% of portfolio
|
Q3 2023
Reduced 29.72%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,781
shares
|
$407,546
0.09% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,781
shares
|
$407,546
0.21% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
1,780
shares
|
$407,317
0.14% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
1,780
shares
|
$407,317
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
1,779
shares
|
$407,088
0.12% of portfolio
|
Q4 2023
Added 20.28%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
1,776
shares
|
$406,402
0.29% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,774
shares
|
$405,944
0.19% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
1,765
shares
|
$403,884
0.36% of portfolio
|
Q3 2024
Added 47.08%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
1,764
shares
|
$403,656
0.1% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,759
shares
|
$402,511
0.07% of portfolio
|
Q3 2024
Added 40.5%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
1,759
shares
|
$402,511
0.04% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
1,759
shares
|
$402,511
0.23% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,758
shares
|
$402,283
0.19% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
1,758
shares
|
$402,283
0.05% of portfolio
|
Q3 2024
Added 22.25%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
1,755
shares
|
$401,596
0.14% of portfolio
|
Q3 2024
Reduced 71.11%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
1,754
shares
|
$401,367
0.05% of portfolio
|
Q4 2023
Added 14.04%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
1,750
shares
|
$400,452
0.07% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,749
shares
|
$400,223
0.01% of portfolio
|
Q2 2023
Added 7.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
1,748
shares
|
$399,994
0.1% of portfolio
|
Q2 2023
Reduced 44.47%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
1,746
shares
|
$399,537
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,742
shares
|
$398,621
0.04% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,740
shares
|
$398,164
0.1% of portfolio
|
Q3 2024
Reduced 1.64%
|