Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
International Business Machines Corporation (IBM)  
$165.71 1.02 (0.62%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 2524    53
Total shares held : 
538,830,409  
% of shares held : 
60.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
18,033,984  
% of shares held change : 
  2.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$140.80  
Last Quarter's Ending Price : 
$163.55  
Last Quarter's Average Price
$151.11  
Change from last quarter's     
avg. price to the last closing  : 
14.60 (9.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
141
 9,395,212
 1.74%
 
Increased Positions :
970
 25,121,668
 4.66%
 
Unchanged Positions :
401
 4,170,031
 0.77%
 
Decreased Positions :
1,012
-14,881,692
-2.76%
 
Closed Positions :
88
-1,601,204
-0.3%
 
Guru Positions :
6
120,443
 0.02%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 114 *New 2023-12-31 6,230,566 $1,019,009,000 6,230,566
   Capital Wealth Planning LLC 24 *New 2023-12-31 1,057,088 $172,887,000 1,057,088
   SLATE PATH CAPITAL LP 17 *New 2023-12-31 670,970 $109,737,000 670,970
   Junto Capital Management LP 29 *New 2023-12-31 379,214 $62,020,000 379,214
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 123 *New 2023-12-31 200,000 $32,710,000 200,000
   ABP INVESTMENTS US INC 58 *New 2023-12-31 161,787 $26,460,000 161,787
   BLUEFIN CAPITAL MANAGEMENT LLC 13 *New 2023-12-31 110,250 $18,053,000 110,250
   Varma Mutual Pension Insurance Co 69 *New 2023-12-31 68,500 $11,203,000 68,500
   TruWealth Advisors LLC 44 *New 2024-03-31 48,378 $9,238,000 48,378
   Simplicity WealthLLC 107 *New 2024-03-31 42,164 $8,052,000 42,164
   SpiderRock Advisors LLC 77 *New 2024-03-31 38,612 $7,402,000 38,612
   BAROMETER CAPITAL MANAGEMENT INC. 21 *New 2023-12-31 43,470 $7,045,000 43,470
   LAIRD NORTON TYEE TRUST CO 22 *New 2023-12-31 39,500 $6,460,000 39,500
   ALLSTATE INVESTMENT MANAGEMENT CO 84 *New 2022-12-31 39,757 $5,601,000 39,757
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 129 *New 2024-03-31 23,400 $4,469,000 23,400
   Genus Capital Management Inc. 56 *New 2024-03-31 23,400 $4,468,000 23,400
   IMCCHICAGO, LLC 82 *New 2024-03-31 18,065 $3,450,000 18,065
   Uniplan Investment Counsel Inc. 81 *New 2023-12-31 20,101 $3,291,000 20,101
   Longbow Finance SA 74 *New 2024-03-31 16,331 $3,119,000 16,331
   HILLTOP WEALTH ADVISORS LLC 19 *New 2024-03-31 12,913 $2,466,000 12,913
   MILESTONE ASSET MANAGEMENT LLC 40 *New 2024-03-31 11,314 $2,161,000 11,314
   CMT Capital Markets Trading GmbH 19 *New 2023-12-31 12,236 $2,001,000 12,236
   MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 111 *New 2024-03-31 10,300 $1,967,000 10,300
   ARVEST INVESTMENTS INC. 71 *New 2024-03-31 10,089 $1,927,000 10,089
   Del-Sette Capital Management LLC 15 *New 2023-12-31 11,470 $1,876,000 11,470
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 23 *New 2024-03-31 8,852 $1,690,000 8,852
   Point72 Europe (London) LLP 90 *New 2023-12-31 9,743 $1,593,000 9,743
   WEISS CAPITAL LLC 86 *New 2023-12-31 8,443 $1,381,000 8,443
   MEEDER ASSET MANAGEMENT INC *New 2023-12-31 8,346 $1,365,000 8,346
   Talbot Financial LLC 48 *New 2024-03-31 5,165 $986,000 5,165
   Team Hewins LLC 81 *New 2023-12-31 5,744 $939,000 5,744
   Proquility Private Wealth Partners LLC 68 *New 2023-12-31 5,674 $928,000 5,674
   CHASE INVESTMENT COUNSEL CORP 80 *New 2024-03-31 4,212 $804,000 4,212
   ARVEST TRUST CO N A *New 2023-12-31 4,125 $675,000 4,125
   apricus wealth LLC *New 2023-12-31 3,980 $651,000 3,980
   Legal Advantage Investments Inc. 62 *New 2024-03-31 3,366 $643,000 3,366
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 49 *New 2023-12-31 3,357 $629,000 3,357
   Rinkey Investments 38 *New 2023-12-31 3,675 $601,000 3,675
   SMART PORTFOLIOS, LLC 34 *New 2023-12-31 3,225 $600,000 3,225
   LAKE STREET ADVISORS GROUP LLC 179 *New 2023-12-31 3,540 $579,000 3,540
   GRAYHAWK INVESTMENT STRATEGIES INC. 80 *New 2023-12-31 3,299 $540,000 3,299
   Souders Financial Advisors *New 2023-12-31 3,292 $538,000 3,292
   Gallacher Capital Management LLC 59 *New 2023-12-31 3,227 $528,000 3,227
   SRB CORP 66 *New 2023-12-31 3,196 $523,000 3,196
   Waterloo Capital L.P. 209 *New 2023-12-31 3,101 $507,000 3,101
   SONATA CAPITAL GROUP INC 72 *New 2024-03-31 2,525 $482,000 2,525
   SEVEN EIGHT CAPITAL LLC 430 *New 2023-12-31 2,908 $476,000 2,908
   MECHANICS BANK TRUST DEPARTMENT 145 *New 2024-03-31 2,454 $469,000 2,454
   Catalina Capital Group LLC 118 *New 2024-03-31 2,330 $445,000 2,330
   Migdal Insurance & Financial Holdings Ltd. 180 *New 2024-03-31 2,281 $436,000 2,281
   Trilogy Capital Inc. 212 *New 2024-03-31 2,275 $434,000 2,275
   AIGEN INVESTMENT MANAGEMENT LP 377 *New 2023-12-31 2,639 $432,000 2,639
   KWB Wealth 85 *New 2024-03-31 2,197 $420,000 2,197
   Lifestyle Asset Management Inc. 55 *New 2024-03-31 2,143 $409,000 2,143
   New Potomac Partneres LLC 72 *New 2023-12-31 2,485 $406,000 2,485
   COERENTE CAPITAL MANAGEMENT 38 *New 2024-03-31 2,050 $391,000 2,050
   Plan Group Financial LLC 61 *New 2024-03-31 1,920 $367,000 1,920
   Alpha Family Trust 81 *New 2023-12-31 2,165 $354,000 2,165
   China Universal Asset Management Co. Ltd. 222 *New 2024-03-31 1,833 $350,000 1,833
   Badgley Phelps Wealth Managers LLC 204 *New 2023-12-31 2,117 $346,000 2,117
   MOODY ALDRICH PARTNERS LLC 168 *New 2024-03-31 1,777 $339,000 1,777
   LVW Advisors LLC 214 *New 2024-03-31 1,728 $330,000 1,728
   Kaizen Financial Strategies 68 *New 2023-12-31 2,000 $327,000 2,000
   Clarus Wealth Advisors 99 *New 2024-03-31 1,709 $318,000 1,709
   LYELL WEALTH MANAGEMENT LP 156 *New 2023-12-31 1,906 $312,000 1,906
   Pensionmark Financial Group LLC 300 *New 2023-12-31 1,895 $310,000 1,895
   Ronna Sue Cohen 84 *New 2024-03-31 1,572 $300,000 1,572
   Keebeck Alpha LP 163 *New 2023-12-31 1,833 $300,000 1,833
   Baugh & Associates LLC 36 *New 2024-03-31 1,527 $292,000 1,527
   WATERSHED ASSET MANAGEMENT LCC 75 *New 2023-12-31 1,746 $286,000 1,746
   Sage Financial Management Group Inc. 43 *New 2024-03-31 1,500 $286,000 1,500
   KFA Private Wealth Group LLC 72 *New 2023-12-31 1,741 $285,000 1,741
   GLYNN JA & CO 107 *New 2023-12-31 1,683 $275,000 1,683
   BEAM Asset Management LLC 92 *New 2024-03-31 1,441 $275,000 1,441
   Integris Wealth Management LLC 79 *New 2023-12-31 1,667 $273,000 1,667
   MAIN STREET RESEARCH LLC 90 *New 2023-12-31 1,644 $269,000 1,644
   Prosperity Financial Group Inc. 101 *New 2023-12-31 1,614 $264,000 1,614
   Vertex Planning Partners LLC 131 *New 2023-12-31 1,570 $257,000 1,570
   Legacy Financial Strategies LLC 77 *New 2024-03-31 1,337 $255,000 1,337
   Schneider Downs Wealth Management Advisors LP 98 *New 2023-12-31 1,546 $253,000 1,546
   Whelan Financial 36 *New 2024-03-31 1,314 $251,000 1,314
   VeraBank N.A. 127 *New 2023-12-31 1,533 $251,000 1,533
   MELFA WEALTH MANAGEMENT LLC 129 *New 2024-03-31 1,300 $248,000 1,300
   PARAGON CAPITAL MANAGEMENT LTD 145 *New 2024-03-31 1,281 $245,000 1,281
   Fielder Capital Group LLC 134 *New 2024-03-31 1,264 $241,000 1,264
   Campion Asset Management LLC 86 *New 2023-12-31 1,475 $241,000 1,475
   WEST COAST FINANCIAL LLC 149 *New 2024-03-31 1,252 $239,000 1,252
   Fingerlakes Wealth Management Inc. 83 *New 2024-03-31 1,254 $239,000 1,254
   M. Kulyk & Associates LLC 96 *New 2023-12-31 1,460 $239,000 1,460
   Ellevest Inc. 340 *New 2023-12-31 1,441 $236,000 1,441
   Consolidated Portfolio Review Corp 237 *New 2024-03-31 1,226 $234,000 1,226
   NORTH POINT PORTFOLIO MANAGERS CORP/OH 53 *New 2024-03-31 1,220 $233,000 1,220
   Monterey Private Wealth Inc. 96 *New 2024-03-31 1,218 $233,000 1,218
   EWG Elevate Inc. 114 *New 2024-03-31 1,210 $231,000 1,210
   Alliance Wealth Management Group 71 *New 2023-12-31 1,405 $230,000 1,405
   Spectrum Asset Management Inc. (NB/CA) 86 *New 2024-03-31 1,200 $229,000 1,200
   Vishria Bird Financial Group LLC 62 *New 2024-03-31 1,194 $228,000 1,194
   A. D. BEADELL INVESTMENT COUNSEL, INC. 64 *New 2024-03-31 1,197 $228,000 1,197
   Vantage Financial Partners LLC 113 *New 2023-12-31 1,392 $228,000 1,392
   Dupree Financial Group LLC 55 *New 2024-03-31 1,193 $228,000 1,193

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results