International Business Machines Corp
IBM- Exchange
- NYSE
- Industry
- Computer & office Equipment
- SEC CIK
- 0000051143
In the last 90 days, International Business Machines Corp insiders filed 0 open-market purchases and 1 sale; 3,644 institutions reported holding it in 13F filings for Q2 2026, worth $172.1B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in International Business Machines Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,764
- −10 vs. Q1 2024
- Shares held
- 549.7M
- +6.08M (+1.1%) vs. Q1 2024
- Total value
- $95.1B
- −$8.46B (−8.2%) vs. Q1 2024
- New holders
- 152
- 1,193 more added
- Sold out
- 162
- 1,012 more reduced
35 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,644 | $172.1B |
| Q1 2026 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $74.5B |
| Q2 2023 | 2,429 | $69.7B |
| Q1 2023 | 2,399 | $67.7B |
| Q4 2022 | 2,438 | $74.3B |
| Q3 2022 | 2,288 | $61.5B |
| Q2 2022 | 2,379 | $71.9B |
| Q1 2022 | 2,342 | $65.1B |
| Q4 2021 | 2,354 | $67.0B |
| Q3 2021 | 2,169 | $70.6B |
| Q2 2021 | 2,224 | $74.2B |
| Q1 2021 | 2,156 | $66.9B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment Research & Advisory Group, Inc. | 0 | $19 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $20 | 0.00% | −25−100.0% | Reduced |
| McClarren Financial Advisors, Inc. | 345 | $58 | 0.04% | +8+2.4% | Added |
| Quest Partners LLC | 1 | $173 | 0.00% | +1 | New |
| State of Wyoming | 2 | $346 | 0.00% | −170−98.8% | Reduced |
| Highline Wealth Partners LLC | 4 | $692 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $865 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.90K | 0.00% | −1−8.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 30 | $5.19K | 0.00% | −65−68.4% | Reduced |
| Cordant, Inc. | 30 | $5.19K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $5.36K | 0.00% | −51−62.2% | Reduced |
| PayPay Securities Corp | 36 | $6.23K | 0.52% | +1+2.9% | Added |
| Game Plan Financial Advisors, LLC | 37 | $6.40K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 35 | $6.41K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 40 | $7.00K | 0.00% | −4−9.1% | Reduced |
| Robinswood Financial LLC | 41 | $7.09K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 47 | $8.13K | 0.00% | −51−52.0% | Reduced |
| Fairman Group, LLC | 47 | $8.13K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 50 | $8.65K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $8.65K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 53 | $9.17K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 54 | $9.34K | 0.01% | +13+31.7% | Added |
| Trifecta Capital Advisors, LLC | 56 | $9.69K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 69 | $11.9K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 70 | $12.0K | 0.00% | +36+105.9% | Added |
| Tacita Capital Inc | 70 | $12.1K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 74 | $12.8K | 0.01% | −130−63.7% | Reduced |
| Arcadia Investment Management Corp | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 80 | $13.8K | 0.00% | +1+1.3% | Added |
| Horizon Financial Services, LLC | 80 | $13.8K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 81 | $14.0K | 0.01% | +1+1.3% | Added |
| McMahon Financial Advisors, LLC | 88 | $15.2K | 0.00% | +88 | New |
| Accordant Advisory Group Inc | 92 | $15.9K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $17.3K | 0.01% | +3+3.1% | Added |
| New Millennium Group LLC | 100 | $17.3K | 0.01% | +100 | New |
| Bellevue Asset Management, LLC | 101 | $17.6K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 105 | $18.2K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 116 | $19.0K | 0.01% | −87−42.9% | Reduced |
| Unique Wealth Strategies, LLC | 104 | $19.9K | 0.01% | +104 | New |
| DAGCO, Inc. | 125 | $21.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 126 | $21.8K | 0.00% | +3+2.4% | Added |
| Quarry LP | 128 | $22.1K | 0.01% | −66−34.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 129 | $22.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 136 | $23.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 138 | $23.9K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 139 | $24.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 139 | $24.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 141 | $24.4K | 0.02% | +18+14.6% | Added |
| Rogco, LP | 145 | $25.1K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 147 | $25.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $25.9K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 140 | $26.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 153 | $26.5K | 0.01% | −65−29.8% | Reduced |
| Heck Capital Advisors, LLC | 155 | $26.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $27.7K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 162 | $28.0K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 163 | $28.2K | 0.04% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 165 | $28.5K | 0.01% | −138−45.5% | Reduced |
| Painted Porch Advisors LLC | 167 | $28.9K | 0.02% | +167 | New |
| Raffa Wealth Management, LLC | 171 | $29.6K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 170 | $29.8K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 176 | $30.4K | 0.01% | +30+20.5% | Added |
| Louisbourg Investments Inc. | 188 | $32.5K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 186 | $32.6K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 197 | $34.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 197 | $34.1K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $34.6K | 0.01% | −9,300−97.9% | Reduced |
| Lam Group, Inc. | 202 | $34.9K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 202 | $35.0K | 0.02% | −10−4.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 210 | $36.3K | 0.01% | +210 | New |
| Gleason Group, Inc. | 214 | $37.0K | 0.01% | +2+0.9% | Added |
| Kepos Capital LP | 220 | $38.0K | 0.01% | +7+3.3% | Added |
| West Paces Advisors Inc. | 221 | $38.2K | 0.01% | −52−19.0% | Reduced |
| Wolff Wiese Magana LLC | 222 | $38.4K | 0.03% | +60+37.0% | Added |
| Morton Brown Family Wealth, LLC | 213 | $39.5K | 0.02% | −10−4.5% | Reduced |
| Great Lakes Retirement, Inc. | 231 | $40.0K | 0.01% | +231 | New |
| Activest Wealth Management | 246 | $42.6K | 0.01% | +2+0.8% | Added |
| Live Oak Investment Partners | – | $44.1K | 0.04% | – | New |
| Liontrust Investment Partners LLP | 259 | $44.8K | 0.00% | −203−43.9% | Reduced |
| Caitlin John, LLC | 260 | $45.0K | 0.03% | −2−0.8% | Reduced |
| Kelly Financial Services LLC | 266 | $46.0K | 0.02% | +2+0.8% | Added |
| GoalVest Advisory LLC | 268 | $46.4K | 0.01% | −90−25.1% | Reduced |
| Richardson Capital Management LLC | 275 | $47.6K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 278 | $48.0K | 0.01% | −98−26.1% | Reduced |
| SWS Partners | 278 | $48.2K | 0.01% | +278 | New |