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 3,218 institutions that hold shares in the stock, with a total of 550 Million shares, which have been reported (via 13F filing form) to have a value of $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
1,645
shares
|
$366,785
0.27% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,644
shares
|
$366,562
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
1,641
shares
|
$365,893
0.24% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,638
shares
|
$365,224
0.02% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
1,626
shares
|
$362,549
0.09% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
1,625
shares
|
$362,326
0.06% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
1,625
shares
|
$362,326
0.02% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
1,625
shares
|
$362,326
0.18% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
1,623
shares
|
$361,880
0.19% of portfolio
|
Q2 2023
Reduced 11.31%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
1,621
shares
|
$361,434
0.15% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,618
shares
|
$360,765
0.3% of portfolio
|
Q4 2023
Reduced 8.48%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
1,614
shares
|
$359,873
0.07% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,613
shares
|
$359,650
0.1% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,612
shares
|
$359,427
0.01% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
1,611
shares
|
$359,204
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,610
shares
|
$358,981
0.22% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,606
shares
|
$358,089
0.15% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
1,604
shares
|
$357,643
0.07% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,604
shares
|
$357,643
0.11% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
1,604
shares
|
$357,643
0.09% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,604
shares
|
$357,643
0.1% of portfolio
|
Q2 2022
Reduced 11.22%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
1,600
shares
|
$356,752
0.52% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,595
shares
|
$355,637
0.06% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
1,594
shares
|
$355,414
0.17% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
1,588
shares
|
$354,076
0.07% of portfolio
|
Q2 2024
Added 0.76%
|