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 |
---|---|---|---|---|---|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,696
shares
|
$388,095
0.17% of portfolio
|
Q3 2024
Reduced 41.09%
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,695
shares
|
$387,866
0.02% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,694
shares
|
$387,638
0.06% of portfolio
|
Q3 2024
Added 0.65%
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
1,694
shares
|
$387,638
0.1% of portfolio
|
Q4 2023
Added 329.95%
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
1,690
shares
|
$386,722
0.15% of portfolio
|
Q2 2023
New holding
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,685
shares
|
$385,578
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,685
shares
|
$385,578
0.02% of portfolio
|
Q1 2022
Reduced 19.26%
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
1,680
shares
|
$384,434
0.01% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,680
shares
|
$384,434
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
1,679
shares
|
$384,205
0.3% of portfolio
|
Q2 2024
Added 11.64%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,676
shares
|
$383,519
0.1% of portfolio
|
Q3 2023
Reduced 20.68%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
1,673
shares
|
$382,832
0.11% of portfolio
|
Q2 2024
Added 21.85%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,670
shares
|
$382,146
0.21% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,667
shares
|
$381,459
0.19% of portfolio
|
Q2 2022
New holding
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
1,666
shares
|
$381,230
0.12% of portfolio
|
Q3 2024
Added 1.22%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
1,662
shares
|
$380,315
0.1% of portfolio
|
Q3 2024
Added 5.86%
|
|
Norway Savings Bank
|
Oct 15, 2024 Q3 2024 |
1,661
shares
|
$380,086
0.2% of portfolio
|
Q2 2024
Added 1.53%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,661
shares
|
$380,086
0.06% of portfolio
|
Q3 2024
Added 0.42%
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
1,660
shares
|
$379,857
0.07% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,659
shares
|
$379,628
0.05% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,658
shares
|
$379,400
0.21% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,655
shares
|
$378,713
0.29% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,654
shares
|
$378,484
0.07% of portfolio
|
Q3 2024
Added 1.85%
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
1,653
shares
|
$378,255
0.13% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
1,651
shares
|
$377,798
0.11% of portfolio
|
Q3 2024
Added 6.38%
|