HoldingsChannel.com
On this page, we present all of the funds holding IBMQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBMQ, with a link to that fund's top holdings. The next columns indicate the amount of IBMQ stock held by each of the funds holding IBMQ, followed by the IBMQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 101 funds holding IBMQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IBMQ), click the fund name in the "Holder" column of the funds-holding-IBMQ table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 899,067 | $23,007 | 12/31/2023 |
| IBMQ | 899,067 | $23,007 | 12/31/2023 |
| Envestnet Asset Management Inc. | 725,660 | $18,570 | 12/31/2023 |
| IBMQ | 725,660 | $18,570 | 12/31/2023 |
| Wilbanks Smith & Thomas Asset Management LLC | 710,984 | $18,194 | 12/31/2023 |
| IBMQ | 710,984 | $18,194 | 12/31/2023 |
| Wells Fargo & Company MN | 690,468 | $17,669 | 12/31/2023 |
| IBMQ | 690,468 | $17,669 | 12/31/2023 |
| Kathmere Capital Management LLC | 664,782 | $16,799 | 03/31/2024 |
| IBMQ | 664,782 | $16,799 | 03/31/2024 |
| Mercer Global Advisors Inc. ADV | 641,561 | $16,418 | 12/31/2023 |
| IBMQ | 641,561 | $16,418 | 12/31/2023 |
| US Bancorp DE | 541,316 | $13,852 | 12/31/2023 |
| IBMQ | 541,316 | $13,852 | 12/31/2023 |
| Hengehold Capital Management LLC | 379,157 | $9,581 | 03/31/2024 |
| IBMQ | 379,157 | $9,581 | 03/31/2024 |
| HighTower Advisors LLC | 360,252 | $9,219 | 12/31/2023 |
| IBMQ | 360,252 | $9,219 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 316,696 | $8,104 | 12/31/2023 |
| IBMQ | 316,696 | $8,104 | 12/31/2023 |
| Crumly & Associates Inc. | 307,140 | $7,860 | 12/31/2023 |
| IBMQ | 307,140 | $7,860 | 12/31/2023 |
| Hills Bank & Trust Co | 276,623 | $7,079 | 12/31/2023 |
| IBMQ | 276,623 | $7,079 | 12/31/2023 |
| UBS Group AG | 260,219 | $6,659 | 12/31/2023 |
| IBMQ | 260,219 | $6,659 | 12/31/2023 |
| Praetorian Wealth Management Inc. | 235,656 | $5,955 | 03/31/2024 |
| IBMQ | 235,656 | $5,955 | 03/31/2024 |
| Heartwood Wealth Advisors LLC | 220,216 | $5,565 | 03/31/2024 |
| IBMQ | 220,216 | $5,565 | 03/31/2024 |
| Goldman Sachs Group Inc. | 198,944 | $5,091 | 12/31/2023 |
| IBMQ | 198,944 | $5,091 | 12/31/2023 |
| Gateway Advisory LLC | 177,092 | $4,532 | 12/31/2023 |
| IBMQ | 177,092 | $4,532 | 12/31/2023 |
| LPL Financial LLC | 171,854 | $4,398 | 12/31/2023 |
| IBMQ | 171,854 | $4,398 | 12/31/2023 |
| Ameriprise Financial Inc. | 138,909 | $3,555 | 12/31/2023 |
| IBMQ | 138,909 | $3,555 | 12/31/2023 |
| Morgan Stanley | 122,295 | $3,130 | 12/31/2023 |
| IBMQ | 122,295 | $3,130 | 12/31/2023 |
| Cliftonlarsonallen Wealth Advisors LLC | 117,217 | $3,000 | 12/31/2023 |
| IBMQ | 117,217 | $3,000 | 12/31/2023 |
| Cypress Point Wealth Management LLC | 117,000 | $2,994 | 12/31/2023 |
| IBMQ | 117,000 | $2,994 | 12/31/2023 |
| Envision Financial Planning LLC | 114,560 | $2,932 | 12/31/2023 |
| IBMQ | 114,560 | $2,932 | 12/31/2023 |
| United Capital Financial Advisers LLC | 106,046 | $2,714 | 12/31/2023 |
| IBMQ | 106,046 | $2,714 | 12/31/2023 |
| Lbmc Investment Advisors LLC | 99,107 | $2,504 | 03/31/2024 |
| IBMQ | 99,107 | $2,504 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 87,748 | $2,245 | 12/31/2023 |
| IBMQ | 87,748 | $2,245 | 12/31/2023 |
| Sound View Wealth Advisors Group LLC | 81,164 | $2,077 | 12/31/2023 |
| IBMQ | 81,164 | $2,077 | 12/31/2023 |
| CENTRAL TRUST Co | 67,771 | $1,734 | 12/31/2023 |
| IBMQ | 67,771 | $1,734 | 12/31/2023 |
| Klingman & Associates LLC | 65,566 | $1,678 | 12/31/2023 |
| IBMQ | 65,566 | $1,678 | 12/31/2023 |
| Royal Bank of Canada | 57,340 | $1,467 | 12/31/2023 |
| IBMQ | 57,340 | $1,467 | 12/31/2023 |
| Jane Street Group LLC | 54,470 | $1,394 | 12/31/2023 |
| IBMQ | 54,470 | $1,394 | 12/31/2023 |
| Raymond James & Associates | 54,067 | $1,384 | 12/31/2023 |
| IBMQ | 54,067 | $1,384 | 12/31/2023 |
| Sentinel Pension Advisors Inc. | 48,557 | $1,243 | 12/31/2023 |
| IBMQ | 48,557 | $1,243 | 12/31/2023 |
| Legacy Private Trust Co. | 48,663 | $1,230 | 03/31/2024 |
| IBMQ | 48,663 | $1,230 | 03/31/2024 |
| CFS Investment Advisory Services LLC | 45,324 | $1,160 | 12/31/2023 |
| IBMQ | 45,324 | $1,160 | 12/31/2023 |
| Woodmont Investment Counsel LLC | 42,529 | $1,075 | 03/31/2024 |
| IBMQ | 42,529 | $1,075 | 03/31/2024 |
| Commonwealth Equity Services LLC | 38,575 | $987 | 12/31/2023 |
| IBMQ | 38,575 | $987 | 12/31/2023 |
| Colony Group LLC | 38,389 | $982 | 12/31/2023 |
| IBMQ | 38,389 | $982 | 12/31/2023 |
| Signature Wealth Management Group | 37,714 | $965 | 12/31/2023 |
| IBMQ | 37,714 | $965 | 12/31/2023 |
| Droms Strauss Advisors Inc. MO ADV | 37,026 | $947 | 12/31/2023 |
| IBMQ | 37,026 | $947 | 12/31/2023 |
| Newman Dignan & Sheerar Inc. | 36,676 | $939 | 12/31/2023 |
| IBMQ | 36,676 | $939 | 12/31/2023 |
| Evergreen Private Wealth LLC | 36,471 | $922 | 03/31/2024 |
| IBMQ | 36,471 | $922 | 03/31/2024 |
| Sandy Spring Bank | 35,124 | $899 | 12/31/2023 |
| IBMQ | 35,124 | $899 | 12/31/2023 |
| Blue Square Asset Management LLC | 35,029 | $896 | 12/31/2023 |
| IBMQ | 35,029 | $896 | 12/31/2023 |
| Garden State Investment Advisory Services LLC | 34,995 | $896 | 12/31/2023 |
| IBMQ | 34,995 | $896 | 12/31/2023 |
| Royal Harbor Partners LLC | 32,507 | $832 | 12/31/2023 |
| IBMQ | 32,507 | $832 | 12/31/2023 |
| Roof Eidam & Maycock ADV | 31,549 | $807 | 12/31/2023 |
| IBMQ | 31,549 | $807 | 12/31/2023 |
| Capital Investment Advisors LLC | 30,757 | $777 | 03/31/2024 |
| IBMQ | 30,757 | $777 | 03/31/2024 |
| Howland Capital Management LLC | 28,400 | $727 | 12/31/2023 |
| IBMQ | 28,400 | $727 | 12/31/2023 |
| Stonebridge Capital Advisors LLC | 27,990 | $716 | 12/31/2023 |
| IBMQ | 27,990 | $716 | 12/31/2023 |
| IFP Advisors Inc | 26,498 | $678 | 12/31/2023 |
| IBMQ | 26,498 | $678 | 12/31/2023 |
| Paradigm Strategies in Wealth Management LLC | 26,195 | $670 | 12/31/2023 |
| IBMQ | 26,195 | $670 | 12/31/2023 |
| Cetera Investment Advisers | 24,232 | $620 | 12/31/2023 |
| IBMQ | 24,232 | $620 | 12/31/2023 |
| Phillips Financial Management LLC | 23,977 | $614 | 12/31/2023 |
| IBMQ | 23,977 | $614 | 12/31/2023 |
| FF Advisors LLC | 21,605 | $546 | 03/31/2024 |
| IBMQ | 21,605 | $546 | 03/31/2024 |
| Stifel Financial Corp | 20,845 | $533 | 12/31/2023 |
| IBMQ | 20,845 | $533 | 12/31/2023 |
| Ameritas Investment Partners Inc. | 20,423 | $523 | 12/31/2023 |
| IBMQ | 20,423 | $523 | 12/31/2023 |
| Valmark Advisers Inc. | 20,056 | $513 | 12/31/2023 |
| IBMQ | 20,056 | $513 | 12/31/2023 |
| Client 1ST Advisory Group LLC | 19,920 | $510 | 12/31/2023 |
| IBMQ | 19,920 | $510 | 12/31/2023 |
| Cornell Pochily Investment Advisors Inc. | 18,867 | $483 | 12/31/2023 |
| IBMQ | 18,867 | $483 | 12/31/2023 |
| Glenview Trust Co | 18,561 | $475 | 12/31/2023 |
| IBMQ | 18,561 | $475 | 12/31/2023 |
| Evergreen Wealth Solutions LLC | 17,499 | $448 | 12/31/2023 |
| IBMQ | 17,499 | $448 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 16,157 | $408 | 03/31/2024 |
| IBMQ | 16,157 | $408 | 03/31/2024 |
| CWM LLC | 16,082 | $406 | 03/31/2024 |
| IBMQ | 16,082 | $406 | 03/31/2024 |
| Wrapmanager Inc. | 15,075 | $386 | 12/31/2023 |
| IBMQ | 15,075 | $386 | 12/31/2023 |
| Lido Advisors LLC | 14,501 | $371 | 12/31/2023 |
| IBMQ | 14,501 | $371 | 12/31/2023 |
| Kestra Advisory Services LLC | 14,252 | $365 | 12/31/2023 |
| IBMQ | 14,252 | $365 | 12/31/2023 |
| Archford Capital Strategies LLC | 14,198 | $363 | 12/31/2023 |
| IBMQ | 14,198 | $363 | 12/31/2023 |
| Private Portfolio Partners LLC | 14,200 | $363 | 12/31/2023 |
| IBMQ | 14,200 | $363 | 12/31/2023 |
| Thrivent Financial for Lutherans | 13,701 | $351 | 12/31/2023 |
| IBMQ | 13,701 | $351 | 12/31/2023 |
| Commonwealth Financial Services LLC | 13,206 | $338 | 12/31/2023 |
| IBMQ | 13,206 | $338 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 12,582 | $322 | 12/31/2023 |
| IBMQ | 12,582 | $322 | 12/31/2023 |
| Advisor Group Holdings Inc. | 12,350 | $316 | 12/31/2023 |
| IBMQ | 12,350 | $316 | 12/31/2023 |
| Confluence Investment Management LLC | 12,189 | $308 | 03/31/2024 |
| IBMQ | 12,189 | $308 | 03/31/2024 |
| Peloton Wealth Strategists | 12,000 | $307 | 12/31/2023 |
| IBMQ | 12,000 | $307 | 12/31/2023 |
| Captrust Financial Advisors | 11,770 | $301 | 12/31/2023 |
| IBMQ | 11,770 | $301 | 12/31/2023 |
| MONECO Advisors LLC | 10,933 | $280 | 12/31/2023 |
| IBMQ | 10,933 | $280 | 12/31/2023 |
| Baird Financial Group Inc. | 10,664 | $273 | 12/31/2023 |
| IBMQ | 10,664 | $273 | 12/31/2023 |
| OLD Mission Capital LLC | 10,184 | $261 | 12/31/2023 |
| IBMQ | 10,184 | $261 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 10,163 | $260 | 12/31/2023 |
| IBMQ | 10,163 | $260 | 12/31/2023 |
| James Investment Research Inc. | 10,000 | $256 | 12/31/2023 |
| IBMQ | 10,000 | $256 | 12/31/2023 |
| WealthBridge Capital Management LLC | 9,599 | $246 | 12/31/2023 |
| IBMQ | 9,599 | $246 | 12/31/2023 |
| Janney Montgomery Scott LLC | 9,592 | $245 | 12/31/2023 |
| IBMQ | 9,592 | $245 | 12/31/2023 |
| Arrow Financial Corp | 9,385 | $240 | 12/31/2023 |
| IBMQ | 9,385 | $240 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 9,248 | $237 | 12/31/2023 |
| IBMQ | 9,248 | $237 | 12/31/2023 |
| Mariner LLC | 8,089 | $207 | 12/31/2023 |
| IBMQ | 8,089 | $207 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 7,887 | $202 | 12/31/2023 |
| IBMQ | 7,887 | $202 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 6,443 | $165 | 12/31/2023 |
| IBMQ | 6,443 | $165 | 12/31/2023 |
| Valley National Advisers Inc. | 5,689 | $143 | 03/31/2024 |
| IBMQ | 5,689 | $143 | 03/31/2024 |
| Parallel Advisors LLC | 5,500 | $141 | 12/31/2023 |
| IBMQ | 5,500 | $141 | 12/31/2023 |
| Comerica Bank | 5,017 | $128 | 12/31/2023 |
| IBMQ | 5,017 | $128 | 12/31/2023 |
| Bank of New Hampshire | 4,770 | $121 | 03/31/2024 |
| IBMQ | 4,770 | $121 | 03/31/2024 |
| Harbour Investments Inc. | 2,145 | $55 | 12/31/2023 |
| IBMQ | 2,145 | $55 | 12/31/2023 |
| Asset Dedication LLC | 2,004 | $52 | 03/31/2024 |
| IBMQ | 2,004 | $52 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 1,100 | $28 | 12/31/2023 |
| IBMQ | 1,100 | $28 | 12/31/2023 |
| Allworth Financial LP | 813 | $21 | 12/31/2023 |
| IBMQ | 813 | $21 | 12/31/2023 |
| Aspect Partners LLC | 760 | $19 | 12/31/2023 |
| IBMQ | 760 | $19 | 12/31/2023 |
| Stephens Consulting LLC | 313 | $8 | 03/31/2024 |
| IBMQ | 313 | $8 | 03/31/2024 |
| Addison Advisors LLC | 225 | $6 | 12/31/2023 |
| IBMQ | 225 | $6 | 12/31/2023 |
| BlackRock Inc. | 144 | $4 | 12/31/2023 |
| IBMQ | 144 | $4 | 12/31/2023 |
| Massmutual Trust Co. FSB ADV | 135 | $3 | 03/31/2024 |
| IBMQ | 135 | $3 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| IBMQ | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IBMQ
See Details: Top 10 Hedge Funds Holding IBMQ
Also See: IBMQ Holdings Changes
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