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 3,223 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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
421
shares
|
$94,476
0.05% of portfolio
|
Q1 2024
Added 7.12%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
400
shares
|
$89,764
0.03% of portfolio
|
Q3 2024
Reduced 52.66%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
394
shares
|
$88,417
0.02% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
390
shares
|
$87,519
0.03% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
390
shares
|
$87,519
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
387
shares
|
$86,846
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
378
shares
|
$84,826
0.03% of portfolio
|
Q3 2023
Reduced 20.59%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
376
shares
|
$84,378
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
375
shares
|
$84,153
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$84,153
0.04% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
354
shares
|
$79,441
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
353
shares
|
$79,216
0.04% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
348
shares
|
$78,094
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
339
shares
|
$76,074
0.03% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
336
shares
|
$75,401
0.03% of portfolio
|
Q3 2024
Added 57.75%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
334
shares
|
$74,952
0.02% of portfolio
|
Q3 2024
Added 118.3%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
313
shares
|
$70,240
0.04% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
312
shares
|
$70,015
0.02% of portfolio
|
Q1 2022
Reduced 2.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
310
shares
|
$69,567
0.02% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
309
shares
|
$69,342
0.03% of portfolio
|
Q4 2022
Added 53.73%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
308
shares
|
$69,118
0.04% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
305
shares
|
$68,445
0.04% of portfolio
|
Q2 2022
Added 4.45%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
300
shares
|
$67,323
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
300
shares
|
$67,323
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$67,323
0.04% of portfolio
|
Q1 2024
Added 200.0%
|