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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 5,076 | $877.9K | 0.44% | −189−3.6% | Reduced |
| Acorn Wealth Advisors, LLC | 5,106 | $883.1K | 0.44% | −251−4.7% | Reduced |
| VisionPoint Advisory Group, LLC | 5,114 | $884.5K | 0.31% | −329−6.0% | Reduced |
| Accurate Wealth Management, LLC | 4,854 | $887.7K | 0.21% | −252−4.9% | Reduced |
| Addison Advisors LLC | 5,136 | $888.3K | 0.29% | +199+4.0% | Added |
| SOL Capital Management CO | 5,149 | $890.0K | 0.11% | −250−4.6% | Reduced |
| Wealth Management Associates, Inc. | 5,152 | $891.0K | 0.42% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 5,156 | $891.8K | 0.06% | −3−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 5,171 | $894.3K | 0.23% | −12,158−70.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,683 | $894.6K | 0.35% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,074 | $895.5K | 0.08% | −263−4.9% | Reduced |
| Coastwise Capital Group, LLC | 5,189 | $897.5K | 0.86% | −771−12.9% | Reduced |
| Keudell/Morrison Wealth Management | 5,191 | $897.8K | 0.26% | +10+0.2% | Added |
| Edgestream Partners, L.P. | 5,206 | $900.4K | 0.04% | −3,921−43.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,216 | $902.1K | 0.20% | −290−5.3% | Reduced |
| KLCM Advisors, Inc. | 5,225 | $903.6K | 0.11% | −167−3.1% | Reduced |
| Clarius Group, LLC | 5,225 | $903.7K | 0.06% | −205−3.8% | Reduced |
| Western Wealth Management, LLC | 5,227 | $904.0K | 0.07% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 5,252 | $908.3K | 0.33% | +3+0.1% | Added |
| Allied Investment Advisors, LLC | 5,264 | $910.4K | 0.21% | −295−5.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,279 | $913.1K | 0.14% | +44+0.8% | Added |
| Premier Path Wealth Partners, LLC | 5,287 | $914.4K | 0.16% | +127+2.5% | Added |
| Plante Moran Financial Advisors, LLC | 5,293 | $915.4K | 0.09% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,287 | $915.6K | 0.28% | +5,287 | New |
| Atwood & Palmer Inc | 5,299 | $916.5K | 0.07% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,950 | $916.8K | 0.24% | −3,860−43.8% | Reduced |
| Bath Savings Trust Co | 5,311 | $918.5K | 0.10% | −207−3.8% | Reduced |
| Beaton Management Co. Inc. | 5,334 | $923.0K | 0.50% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 5,355 | $926.2K | 0.59% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 5,228 | $929.7K | 0.30% | +22+0.4% | Added |
| Beacon Financial Advisory LLC | 5,380 | $930.5K | 0.35% | +4,216+362.2% | Added |
| Boltwood Capital Management | 5,396 | $933.2K | 0.29% | −34−0.6% | Reduced |
| Kades & Cheifetz LLC | 5,398 | $933.5K | 0.59% | +19+0.4% | Added |
| Journey Strategic Wealth LLC | 5,409 | $935.5K | 0.04% | +1,586+41.5% | Added |
| Operose Advisors LLC | 5,409 | $935.5K | 0.33% | 00.0% | Unchanged |
| Verdad Advisers, LP | 5,424 | $938.1K | 1.08% | −1,808−25.0% | Reduced |
| TCG Advisory Services, LLC | 5,432 | $939.5K | 0.05% | +556+11.4% | Added |
| LBMC Investment Advisors, LLC | 5,434 | $939.9K | 0.08% | +14+0.3% | Added |
| Navellier & Associates Inc | 5,447 | $942.1K | 0.11% | −44−0.8% | Reduced |
| Clark Capital Management Group, Inc. | 5,463 | $944.8K | 0.01% | −1,548−22.1% | Reduced |
| Headinvest, LLC | 5,475 | $946.9K | 0.19% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,997 | $948.6K | 0.41% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,489 | $949.3K | 0.17% | −31−0.6% | Reduced |
| BCJ Capital Management, LLC | 5,493 | $949.9K | 0.08% | +405+8.0% | Added |
| Mount Vernon Associates Inc | 5,505 | $952.0K | 0.84% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,505 | $952.0K | 0.07% | −504−8.4% | Reduced |
| Creative Financial Designs Inc | 5,506 | $952.2K | 0.08% | +1,430+35.1% | Added |
| Mirador Capital Partners LP | 5,511 | $953.1K | 0.18% | −709−11.4% | Reduced |
| Financial Advocates Investment Management | 5,511 | $953.1K | 0.06% | −66−1.2% | Reduced |
| Harbour Investments, Inc. | 5,519 | $954.5K | 0.03% | −122−2.2% | Reduced |
| Delta Investment Management, LLC | 5,522 | $955.0K | 0.21% | +176+3.3% | Added |
| 1620 Investment Advisors, Inc. | 5,526 | $955.7K | 0.73% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 5,543 | $958.7K | 0.22% | −254−4.4% | Reduced |
| Stratos Wealth Advisors, LLC | 5,545 | $959.1K | 0.05% | +310+5.9% | Added |
| Benin Management CORP | 5,550 | $959.9K | 0.29% | +384+7.4% | Added |
| Copperwynd Financial, LLC | 5,010 | $962.7K | 0.31% | +494+10.9% | Added |
| Delta Asset Management LLC | 5,571 | $963.5K | 0.09% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,513 | $965.3K | 0.24% | −197−3.5% | Reduced |
| Elevated Capital Advisors, LLC | 5,594 | $967.5K | 0.27% | +5,594 | New |
| Arrow Financial Corp | 5,602 | $968.9K | 0.09% | −30−0.5% | Reduced |
| Hoylecohen, LLC | 5,606 | $969.5K | 0.07% | −109−1.9% | Reduced |
| Hancock Whitney Corp | 5,608 | $969.9K | 0.03% | −42−0.7% | Reduced |
| MBA Advisors LLC | 5,612 | $970.6K | 0.50% | +223+4.1% | Added |
| Renaissance Investment Group LLC | 5,508 | $972.1K | 0.21% | −1,390−20.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,629 | $973.5K | 0.10% | +32+0.6% | Added |
| Cahill Financial Advisors Inc | 5,633 | $974.2K | 0.13% | −481−7.9% | Reduced |
| Financial Engines Advisors L.L.C. | 5,642 | $975.9K | 0.00% | +440+8.5% | Added |
| Claro Advisors LLC | 5,662 | $979.2K | 0.15% | +613+12.1% | Added |
| World Equity Group, Inc. | 5,668 | $980.4K | 0.29% | −720−11.3% | Reduced |
| Pitcairn Co | 5,670 | $980.6K | 0.06% | +490+9.5% | Added |
| Aspiriant, LLC | 5,681 | $982.6K | 0.04% | −631−10.0% | Reduced |
| Northeast Financial Consultants Inc | 5,696 | $985.2K | 0.05% | +504+9.7% | Added |
| Cross Staff Investments Inc | 5,704 | $986.5K | 0.82% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 5,732 | $991.4K | 0.25% | +20+0.4% | Added |
| apricus wealth, LLC | 5,758 | $995.8K | 0.71% | +1,538+36.4% | Added |
| Summit Asset Management, LLC | 5,769 | $997.7K | 0.21% | −250−4.2% | Reduced |
| Cable Hill Partners, LLC | 5,790 | $1.00M | 0.11% | +5,790 | New |
| Heartwood Wealth Advisors LLC | 5,791 | $1.00M | 0.12% | +48+0.8% | Added |
| Cobblestone Capital Advisors LLC | 5,798 | $1.00M | 0.06% | −393−6.3% | Reduced |
| Aspen Investment Management Inc | 5,803 | $1.00M | 0.50% | −2,746−32.1% | Reduced |
| Stablepoint Partners, LLC | 5,252 | $1.01M | 0.19% | +368+7.5% | Added |
| Syntegra Private Wealth Group, LLC | 5,826 | $1.01M | 0.13% | +1,365+30.6% | Added |
| Smallwood Wealth Investment Management, LLC | 5,831 | $1.01M | 0.78% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 5,837 | $1.01M | 0.35% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,931 | $1.03M | 0.23% | −674−10.2% | Reduced |
| Wealth Alliance | 5,945 | $1.03M | 0.13% | +245+4.3% | Added |
| San Luis Wealth Advisors LLC | 5,951 | $1.03M | 0.25% | +5,951 | New |
| AdvisorNet Financial, Inc | 5,955 | $1.03M | 0.09% | −42−0.7% | Reduced |
| Gateway Investment Advisers LLC | 5,960 | $1.03M | 0.01% | −100−1.7% | Reduced |
| Blueshift Asset Management, LLC | 5,964 | $1.03M | 0.35% | +2,620+78.3% | Added |
| Dover Advisors, LLC | 5,966 | $1.03M | 0.64% | +4,115+222.3% | Added |
| Tradewinds, LLC. | 5,980 | $1.03M | 0.32% | +5,980 | New |
| Cascade Investment Group, Inc. | 5,980 | $1.03M | 0.81% | −561−8.6% | Reduced |
| LS Investment Advisors, LLC | 5,985 | $1.04M | 0.16% | −730−10.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,988 | $1.04M | 0.63% | −95−1.6% | Reduced |
| Norden Group LLC | 5,997 | $1.04M | 0.21% | +117+2.0% | Added |
| Occudo Quantitative Strategies LP | 5,997 | $1.04M | 0.18% | +5,997 | New |
| Heritage Trust Co | 6,001 | $1.04M | 0.14% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,013 | $1.04M | 0.11% | −193−3.1% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $1.04M | 0.04% | 00.0% | Unchanged |