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Institutional Holders of IBMQ

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE899,067$23,007 12/31/2023
     IBMQ899,067$23,007 12/31/2023
Envestnet Asset Management Inc.725,660$18,570 12/31/2023
     IBMQ725,660$18,570 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC710,984$18,194 12/31/2023
     IBMQ710,984$18,194 12/31/2023
Wells Fargo & Company MN690,468$17,669 12/31/2023
     IBMQ690,468$17,669 12/31/2023
Kathmere Capital Management LLC664,782$16,799 03/31/2024
     IBMQ664,782$16,799 03/31/2024
Mercer Global Advisors Inc. ADV641,561$16,418 12/31/2023
     IBMQ641,561$16,418 12/31/2023
US Bancorp DE541,316$13,852 12/31/2023
     IBMQ541,316$13,852 12/31/2023
Hengehold Capital Management LLC379,157$9,581 03/31/2024
     IBMQ379,157$9,581 03/31/2024
HighTower Advisors LLC360,252$9,219 12/31/2023
     IBMQ360,252$9,219 12/31/2023
Raymond James Financial Services Advisors Inc.309,259$7,815 03/31/2024
     IBMQ309,259$7,815 03/31/2024
Hills Bank & Trust Co276,623$7,079 12/31/2023
     IBMQ276,623$7,079 12/31/2023
UBS Group AG260,219$6,659 12/31/2023
     IBMQ260,219$6,659 12/31/2023
Crumly & Associates Inc.240,191$6,070 03/31/2024
     IBMQ240,191$6,070 03/31/2024
Praetorian Wealth Management Inc.235,656$5,955 03/31/2024
     IBMQ235,656$5,955 03/31/2024
Heartwood Wealth Advisors LLC220,216$5,565 03/31/2024
     IBMQ220,216$5,565 03/31/2024
Goldman Sachs Group Inc.198,944$5,091 12/31/2023
     IBMQ198,944$5,091 12/31/2023
Gateway Advisory LLC177,092$4,532 12/31/2023
     IBMQ177,092$4,532 12/31/2023
LPL Financial LLC171,854$4,398 12/31/2023
     IBMQ171,854$4,398 12/31/2023
Ameriprise Financial Inc.138,909$3,555 12/31/2023
     IBMQ138,909$3,555 12/31/2023
Envision Financial Planning LLC126,280$3,191 03/31/2024
     IBMQ126,280$3,191 03/31/2024
Morgan Stanley122,295$3,130 12/31/2023
     IBMQ122,295$3,130 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC117,217$3,000 12/31/2023
     IBMQ117,217$3,000 12/31/2023
Cypress Point Wealth Management LLC117,000$2,994 12/31/2023
     IBMQ117,000$2,994 12/31/2023
United Capital Financial Advisers LLC106,046$2,714 12/31/2023
     IBMQ106,046$2,714 12/31/2023
Lbmc Investment Advisors LLC99,107$2,504 03/31/2024
     IBMQ99,107$2,504 03/31/2024
CENTRAL TRUST Co95,385$2,410 03/31/2024
     IBMQ95,385$2,410 03/31/2024
Northwestern Mutual Wealth Management Co.87,748$2,245 12/31/2023
     IBMQ87,748$2,245 12/31/2023
Sound View Wealth Advisors Group LLC81,164$2,077 12/31/2023
     IBMQ81,164$2,077 12/31/2023
Quantum Financial Advisors LLC68,893$1,741 03/31/2024
     IBMQ68,893$1,741 03/31/2024
Klingman & Associates LLC59,671$1,508 03/31/2024
     IBMQ59,671$1,508 03/31/2024
Royal Bank of Canada57,340$1,467 12/31/2023
     IBMQ57,340$1,467 12/31/2023
Jane Street Group LLC54,470$1,394 12/31/2023
     IBMQ54,470$1,394 12/31/2023
Raymond James & Associates49,442$1,249 03/31/2024
     IBMQ49,442$1,249 03/31/2024
Sentinel Pension Advisors Inc.48,557$1,243 12/31/2023
     IBMQ48,557$1,243 12/31/2023
Legacy Private Trust Co.48,663$1,230 03/31/2024
     IBMQ48,663$1,230 03/31/2024
Signature Wealth Management Group46,649$1,170 03/31/2024
     IBMQ46,649$1,170 03/31/2024
CFS Investment Advisory Services LLC45,324$1,160 12/31/2023
     IBMQ45,324$1,160 12/31/2023
Woodmont Investment Counsel LLC42,529$1,075 03/31/2024
     IBMQ42,529$1,075 03/31/2024
Commonwealth Equity Services LLC40,318$1,019 03/31/2024
     IBMQ40,318$1,019 03/31/2024
Colony Group LLC38,389$982 12/31/2023
     IBMQ38,389$982 12/31/2023
Droms Strauss Advisors Inc. MO ADV37,026$947 12/31/2023
     IBMQ37,026$947 12/31/2023
Newman Dignan & Sheerar Inc.36,676$927 03/31/2024
     IBMQ36,676$927 03/31/2024
Evergreen Private Wealth LLC36,471$922 03/31/2024
     IBMQ36,471$922 03/31/2024
Sandy Spring Bank35,124$899 12/31/2023
     IBMQ35,124$899 12/31/2023
Blue Square Asset Management LLC35,029$896 12/31/2023
     IBMQ35,029$896 12/31/2023
Garden State Investment Advisory Services LLC34,995$896 12/31/2023
     IBMQ34,995$896 12/31/2023
Roof Eidam & Maycock ADV31,549$807 12/31/2023
     IBMQ31,549$807 12/31/2023
Royal Harbor Partners LLC31,188$788 03/31/2024
     IBMQ31,188$788 03/31/2024
Capital Investment Advisors LLC30,757$777 03/31/2024
     IBMQ30,757$777 03/31/2024
Howland Capital Management LLC28,400$727 12/31/2023
     IBMQ28,400$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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