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 3,227 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
989
shares
|
$217,332
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
988
shares
|
$217,113
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
985
shares
|
$216,453
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
984
shares
|
$216,234
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
983
shares
|
$216,014
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
983
shares
|
$216,014
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
982
shares
|
$215,794
0.07% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
981
shares
|
$215,574
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
980
shares
|
$215,355
0.09% of portfolio
|
Q2 2023
Reduced 2.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
980
shares
|
$215,355
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
978
shares
|
$214,915
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
976
shares
|
$214,476
0.03% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
972
shares
|
$213,597
0.02% of portfolio
|
Q3 2024
Reduced 54.66%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
972
shares
|
$213,597
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
970
shares
|
$213,157
0.08% of portfolio
|
Q2 2024
Added 44.78%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
969
shares
|
$212,937
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
968
shares
|
$212,718
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
968
shares
|
$212,718
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
968
shares
|
$212,718
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
968
shares
|
$212,718
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
965
shares
|
$212,058
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
965
shares
|
$212,058
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
964
shares
|
$211,839
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
964
shares
|
$211,839
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
960
shares
|
$210,960
0.06% of portfolio
|
Q3 2024
New holding
|