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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
300
shares
|
$65,925
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
300
shares
|
$65,925
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$65,925
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
293
shares
|
$64,386
0.01% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
292
shares
|
$64,167
0.02% of portfolio
|
Q2 2022
Added 135.48%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
287
shares
|
$63,068
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
287
shares
|
$63,068
0.05% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
285
shares
|
$62,628
0.01% of portfolio
|
Q3 2024
Added 307.14%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
284
shares
|
$62,409
0.03% of portfolio
|
Q2 2024
Added 54.35%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
275
shares
|
$60,431
0.04% of portfolio
|
Q1 2024
Reduced 81.67%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
257
shares
|
$56,475
0.0% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$54,937
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
248
shares
|
$54,498
0.02% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
248
shares
|
$54,498
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
240
shares
|
$52,740
0.08% of portfolio
|
Q3 2024
Added 47.24%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
238
shares
|
$52,300
0.03% of portfolio
|
Q3 2024
Added 68.79%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
238
shares
|
$52,300
0.0% of portfolio
|
Q3 2024
Added 23700.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
228
shares
|
$50,103
0.03% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
216
shares
|
$47,466
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
207
shares
|
$45,488
0.02% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
205
shares
|
$45,048
0.04% of portfolio
|
Q3 2024
Reduced 90.59%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
203
shares
|
$44,609
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
202
shares
|
$44,389
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$43,950
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
197
shares
|
$43,290
0.0% of portfolio
|
Q4 2023
Reduced 82.04%
|