There is a long list of 104 institutional holders of IBMQ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IBMQ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBMQ table below, the initial column indicates the name of each top institutional holder of IBMQ, with a link to that fund's top holdings. The next columns indicate the amount of IBMQ stock held by each of the institutional holders of IBMQ, followed by the IBMQ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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. | 309,259 | $7,815 | 03/31/2024 |
IBMQ | 309,259 | $7,815 | 03/31/2024 |
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 |
Crumly & Associates Inc. | 240,191 | $6,070 | 03/31/2024 |
IBMQ | 240,191 | $6,070 | 03/31/2024 |
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 |
Envision Financial Planning LLC | 126,280 | $3,191 | 03/31/2024 |
IBMQ | 126,280 | $3,191 | 03/31/2024 |
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 |
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 |
CENTRAL TRUST Co | 95,385 | $2,410 | 03/31/2024 |
IBMQ | 95,385 | $2,410 | 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 |
Quantum Financial Advisors LLC | 68,893 | $1,741 | 03/31/2024 |
IBMQ | 68,893 | $1,741 | 03/31/2024 |
Klingman & Associates LLC | 59,671 | $1,508 | 03/31/2024 |
IBMQ | 59,671 | $1,508 | 03/31/2024 |
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 | 49,442 | $1,249 | 03/31/2024 |
IBMQ | 49,442 | $1,249 | 03/31/2024 |
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 |
Signature Wealth Management Group | 46,649 | $1,170 | 03/31/2024 |
IBMQ | 46,649 | $1,170 | 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 | 40,318 | $1,019 | 03/31/2024 |
IBMQ | 40,318 | $1,019 | 03/31/2024 |
Colony Group LLC | 38,389 | $982 | 12/31/2023 |
IBMQ | 38,389 | $982 | 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 | $927 | 03/31/2024 |
IBMQ | 36,676 | $927 | 03/31/2024 |
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 |
Roof Eidam & Maycock ADV | 31,549 | $807 | 12/31/2023 |
IBMQ | 31,549 | $807 | 12/31/2023 |
Royal Harbor Partners LLC | 31,188 | $788 | 03/31/2024 |
IBMQ | 31,188 | $788 | 03/31/2024 |
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 |
See All: Funds Holding IBMQ
See Details: Top 10 Hedge Funds Holding IBMQ
Also See: IBMQ Holdings Changes
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