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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 3,410 | $636.9K | 0.09% | −8−0.2% | Reduced |
| Harmony Asset Management LLC | 3,684 | $637.1K | 0.27% | +1,343+57.4% | Added |
| Laidlaw Wealth Management LLC | 3,685 | $637.3K | 0.35% | −104−2.7% | Reduced |
| Beach Investment Counsel Inc | 3,696 | $639.0K | 0.08% | −1,056−22.2% | Reduced |
| Penbrook Management LLC | 3,700 | $639.9K | 0.39% | −595−13.9% | Reduced |
| Delos Wealth Advisors, LLC | 3,700 | $639.9K | 0.62% | +3,700 | New |
| Fox Hill Wealth Management | 3,715 | $642.6K | 0.39% | +2,639+245.3% | Added |
| Heritage Wealth Advisors | 3,725 | $644.2K | 0.03% | −463−11.1% | Reduced |
| Spirepoint Private Client, LLC | 3,726 | $644.4K | 0.09% | −42−1.1% | Reduced |
| Hengehold Capital Management LLC | 3,726 | $644.5K | 0.07% | +28+0.8% | Added |
| Everett Harris & Co | 3,735 | $646.0K | 0.01% | −147−3.8% | Reduced |
| iA Global Asset Management Inc. | 3,738 | $646.0K | 0.01% | +264+7.6% | Added |
| Planned Solutions, Inc. | 3,738 | $646.5K | 0.32% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,738 | $646.5K | 0.41% | +142+3.9% | Added |
| Retirement Planning Co of New England, Inc. | 3,744 | $647.4K | 0.35% | +150+4.2% | Added |
| Quadcap Wealth Management, LLC | 3,757 | $649.9K | 0.12% | +103+2.8% | Added |
| IFG Advisory, LLC | 3,766 | $651.4K | 0.04% | +3,766 | New |
| First United Bank Trust | 3,770 | $652.0K | 0.24% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,770 | $652.0K | 0.05% | +570+17.8% | Added |
| Wealth Architects, LLC | 3,781 | $653.9K | 0.08% | −10.0% | Reduced |
| Maple Capital Management, Inc. | 3,786 | $654.8K | 0.05% | −477−11.2% | Reduced |
| Firestone Capital Management | 3,786 | $654.8K | 0.18% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,789 | $655.2K | 0.27% | +7+0.2% | Added |
| Quotient Wealth Partners, LLC | 3,801 | $657.4K | 0.02% | +69+1.8% | Added |
| Weil Company, Inc. | 3,804 | $658.0K | 0.24% | +80+2.1% | Added |
| Corton Capital Inc. | 3,805 | $658.1K | 0.35% | +3,805 | New |
| Plan Group Financial, LLC | 3,807 | $658.5K | 0.40% | +1,887+98.3% | Added |
| Lester Murray Antman dba SimplyRich | 3,817 | $660.0K | 0.21% | +698+22.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 3,834 | $663.2K | 0.27% | +24+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,842 | $664.5K | 0.05% | −74−1.9% | Reduced |
| SignalPoint Asset Management, LLC | 3,843 | $664.6K | 0.18% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 3,847 | $665.3K | 0.10% | 00.0% | Unchanged |
| Rinkey Investments | 3,855 | $666.7K | 0.24% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 3,860 | $667.6K | 0.31% | +60+1.6% | Added |
| Keynote Financial Services LLC | 3,861 | $667.8K | 0.56% | +37+1.0% | Added |
| Congress Park Capital LLC | 3,863 | $668.1K | 0.27% | −1,360−26.0% | Reduced |
| Old North State Trust, LLC | 3,874 | $670.0K | 0.58% | +100+2.6% | Added |
| Savvy Advisors, Inc. | 3,884 | $671.8K | 0.22% | +251+6.9% | Added |
| Cullen Investment Group, Ltd. | 3,885 | $671.9K | 0.11% | +243+6.7% | Added |
| Invictus Private Wealth, LLC | 3,885 | $671.9K | 0.06% | −168−4.1% | Reduced |
| Legacy Advisors, LLC | 3,891 | $672.9K | 0.08% | +90+2.4% | Added |
| Dopkins Wealth Management, LLC | 3,900 | $674.5K | 0.41% | +200+5.4% | Added |
| Werba Rubin Papier Wealth Management | 3,918 | $677.7K | 0.19% | +3,918 | New |
| Berkshire Bank | 3,921 | $678.1K | 0.17% | −467−10.6% | Reduced |
| Institute for Wealth Management, LLC. | 3,923 | $678.4K | 0.09% | +103+2.7% | Added |
| PDS Planning, Inc | 3,925 | $678.8K | 0.07% | +45+1.2% | Added |
| Sound Financial Strategies Group, LLC | 3,934 | $680.4K | 0.59% | +133+3.5% | Added |
| NFP Retirement, Inc. | 3,936 | $680.8K | 0.06% | −197−4.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,940 | $681.0K | 0.19% | +356+9.9% | Added |
| LifeGuide Financial Advisors, LLC | 3,940 | $681.5K | 0.33% | +28+0.7% | Added |
| Fiera Capital Corp | 3,965 | $685.7K | 0.00% | −600−13.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,965 | $685.8K | 0.20% | −259−6.1% | Reduced |
| First Western Trust Bank | 3,987 | $689.6K | 0.03% | −894−18.3% | Reduced |
| Stephens Consulting, LLC | 3,999 | $691.7K | 0.20% | −118−2.9% | Reduced |
| City State Bank | 4,003 | $692.3K | 0.28% | −301−7.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,015 | $694.5K | 0.08% | −30−0.7% | Reduced |
| Investment Partners, Ltd. | 4,039 | $698.5K | 0.31% | +7+0.2% | Added |
| Rench Wealth Management, Inc. | 4,053 | $700.9K | 0.25% | +20+0.5% | Added |
| Smith Thornton Advisors LLC | 4,058 | $701.8K | 0.52% | +4,058 | New |
| Gilliland Jeter Wealth Management LLC | 4,066 | $703.1K | 0.24% | +6+0.1% | Added |
| Accredited Investors Inc. | 4,068 | $703.6K | 0.04% | −29−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,090 | $707.3K | 0.03% | −365−8.2% | Reduced |
| Geller Advisors LLC | 4,097 | $708.6K | 0.05% | −10.0% | Reduced |
| OmniStar Financial Group, Inc. | 4,099 | $708.9K | 0.64% | +466+12.8% | Added |
| LRI Investments, LLC | 4,106 | $710.1K | 0.08% | +115+2.9% | Added |
| Quent Capital, LLC | 4,110 | $710.8K | 0.08% | +204+5.2% | Added |
| LifePlan Investment Advisors, Inc. | 4,116 | $711.9K | 0.51% | +295+7.7% | Added |
| Cape Investment Advisory, Inc. | 4,117 | $712.1K | 0.32% | −81−1.9% | Reduced |
| YHB Investment Advisors, Inc. | 4,118 | $712.2K | 0.06% | +153+3.9% | Added |
| Colonial Trust Co | 4,119 | $712.4K | 0.13% | +95+2.4% | Added |
| SMART Wealth LLC | 4,138 | $715.7K | 0.29% | +244+6.3% | Added |
| Waddell & Associates, LLC | 4,152 | $718.1K | 0.09% | +12+0.3% | Added |
| Port Capital LLC | 4,160 | $719.0K | 0.04% | +39+0.9% | Added |
| LexAurum Advisors, LLC | 4,160 | $719.5K | 0.18% | −37−0.9% | Reduced |
| City Holding Co | 4,165 | $720.3K | 0.11% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 4,172 | $721.5K | 0.07% | −45−1.1% | Reduced |
| Burford Brothers, Inc. | 4,175 | $722.0K | 0.42% | +612+17.2% | Added |
| Diversified, LLC | 4,181 | $723.2K | 0.08% | +2,616+167.2% | Added |
| Armstrong Henry H Associates Inc | 4,194 | $725.4K | 0.07% | −31−0.7% | Reduced |
| Abbrea Capital, LLC | 4,205 | $727.0K | 0.10% | +83+2.0% | Added |
| IMZ Advisory Inc | 4,212 | $728.4K | 0.36% | −353−7.7% | Reduced |
| Apella Capital, LLC | 4,132 | $729.3K | 0.03% | +1,818+78.6% | Added |
| CJM Wealth Advisers, Ltd. | 4,167 | $729.6K | 0.27% | +7+0.2% | Added |
| Heritage Financial Services, LLC | 4,220 | $729.8K | 0.10% | −830−16.4% | Reduced |
| Sax Wealth Advisors, LLC | 4,222 | $730.1K | 0.07% | +466+12.4% | Added |
| HBW Advisory Services LLC | 4,222 | $730.2K | 0.12% | −509−10.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,229 | $731.4K | 0.11% | +71+1.7% | Added |
| Cranbrook Wealth Management, LLC | 4,260 | $736.8K | 0.18% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,263 | $737.3K | 0.42% | +35+0.8% | Added |
| Morningstar Investment Services LLC | 4,330 | $740.0K | 0.01% | −441−9.2% | Reduced |
| Missouri Trust & Investment Co | 4,295 | $742.8K | 0.28% | +300+7.5% | Added |
| Paradigm Capital Management Inc | 4,300 | $743.7K | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,303 | $744.2K | 0.05% | +2,619+155.5% | Added |
| Bank of New Hampshire | 4,318 | $746.8K | 0.19% | −50−1.1% | Reduced |
| William B. Walkup & Associates, Inc. | 4,318 | $746.8K | 0.49% | +4,318 | New |
| InTrack Investment Management Inc | 4,322 | $747.4K | 0.53% | −94−2.1% | Reduced |
| Interchange Capital Partners, LLC | 4,332 | $749.1K | 0.28% | +4,332 | New |
| Catalyst Financial Partners LLC | 4,333 | $749.4K | 0.16% | +1,007+30.3% | Added |
| Valmark Advisers, Inc. | 4,354 | $753.0K | 0.01% | +545+14.3% | Added |
| Argent Advisors, Inc. | 4,365 | $754.9K | 0.30% | −17−0.4% | Reduced |