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 |
|---|---|---|---|---|---|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
69
shares
|
$15,162
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
67
shares
|
$14,723
0.01% of portfolio
|
Q3 2024
Added 24.07%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
58
shares
|
$12,745
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
56
shares
|
$12,306
0.0% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
53
shares
|
$11,646
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
50
shares
|
$10,987
0.01% of portfolio
|
Q3 2023
Reduced 99.75%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$10,987
0.0% of portfolio
|
Q4 2022
Reduced 87.62%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
50
shares
|
$10,987
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$10,328
0.0% of portfolio
|
Q2 2024
Reduced 52.04%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
47
shares
|
$10,328
0.01% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
40
shares
|
$8,790
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
38
shares
|
$8,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
37
shares
|
$8,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
35
shares
|
$7,691
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
31
shares
|
$6,812
0.0% of portfolio
|
Q2 2024
Reduced 62.2%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
31
shares
|
$6,812
0.0% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$6,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$6,592
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
30
shares
|
$6,592
0.0% of portfolio
|
Q1 2024
Reduced 88.28%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
26
shares
|
$5,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
21
shares
|
$4,614
0.41% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
16
shares
|
$3,516
0.0% of portfolio
|
Q3 2024
Reduced 99.1%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
15
shares
|
$3,296
0.0% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$2,856
0.0% of portfolio
|
Q1 2024
Reduced 96.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
13
shares
|
$2,856
0.0% of portfolio
|
Q3 2024
New holding
|