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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
865
shares
|
$190,083
0.15% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
854
shares
|
$187,666
0.04% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
851
shares
|
$187,007
0.08% of portfolio
|
Q2 2022
Reduced 14.99%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
851
shares
|
$187,007
0.02% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
849
shares
|
$186,567
0.03% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
835
shares
|
$183,491
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
831
shares
|
$182,612
0.05% of portfolio
|
Q2 2024
Reduced 53.16%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
830
shares
|
$182,392
0.04% of portfolio
|
Q3 2023
Added 73.64%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
819
shares
|
$179,975
0.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
800
shares
|
$175,800
0.0% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
768
shares
|
$168,768
0.04% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
765
shares
|
$168,108
0.09% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
753
shares
|
$165,471
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
753
shares
|
$165,471
0.06% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
733
shares
|
$161,076
0.13% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
721
shares
|
$158,439
0.11% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
718
shares
|
$157,780
0.06% of portfolio
|
Q2 2024
Added 38.61%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
697
shares
|
$153,165
0.08% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
681
shares
|
$149,649
0.05% of portfolio
|
Q3 2024
Reduced 26.85%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
671
shares
|
$147,452
0.12% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
666
shares
|
$146,353
0.06% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
657
shares
|
$144,375
0.11% of portfolio
|
Q2 2023
Reduced 25.59%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
654
shares
|
$143,716
0.02% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
654
shares
|
$143,716
0.02% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
653
shares
|
$143,496
0.05% of portfolio
|
Q2 2024
Reduced 4.11%
|