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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 6,031 | $1.04M | 0.27% | −194−3.1% | Reduced |
| GeoWealth Management, LLC | 6,039 | $1.04M | 0.05% | −381−5.9% | Reduced |
| FinTrust Capital Advisors, LLC | 6,071 | $1.05M | 0.20% | −245−3.9% | Reduced |
| Tranquility Partners, LLC | 6,075 | $1.05M | 0.40% | 00.0% | Unchanged |
| Equitable Trust Co | 6,078 | $1.05M | 0.07% | −152−2.4% | Reduced |
| S.E.E.D. Planning Group LLC | 6,084 | $1.05M | 0.38% | −5,436−47.2% | Reduced |
| Financial Partners Group, LLC | 6,094 | $1.05M | 0.41% | −3,230−34.6% | Reduced |
| Trustco Bank Corp N Y | 6,154 | $1.06M | 1.13% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,049 | $1.07M | 0.06% | −252−4.0% | Reduced |
| Biltmore Family Office, LLC | 6,183 | $1.07M | 0.20% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 6,189 | $1.07M | 0.17% | 00.0% | Unchanged |
| M. Kraus & Co | 6,202 | $1.07M | 0.33% | −200−3.1% | Reduced |
| Mayflower Financial Advisors, LLC | 6,209 | $1.07M | 0.18% | −1,595−20.4% | Reduced |
| Winthrop Advisory Group LLC | 6,215 | $1.07M | 0.15% | +761+14.0% | Added |
| PFG Advisors | 6,218 | $1.08M | 0.07% | +589+10.5% | Added |
| Ontario Teachers Pension Plan Board | 6,238 | $1.08M | 0.01% | −240−3.7% | Reduced |
| First County Bank | 6,248 | $1.08M | 0.56% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 6,248 | $1.08M | 0.03% | −171−2.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,251 | $1.08M | 0.63% | −27−0.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,088 | $1.08M | 0.55% | +86+1.4% | Added |
| Blue Edge Capital, LLC | 6,269 | $1.08M | 0.18% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 6,282 | $1.09M | 0.55% | +781+14.2% | Added |
| Two Sigma Investments, LP | 6,290 | $1.09M | 0.00% | −4,310−40.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,305 | $1.09M | 0.31% | −6,301−50.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,310 | $1.09M | 0.85% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,351 | $1.10M | 0.20% | +135+2.2% | Added |
| TKG Advisors, LLC | 6,354 | $1.10M | 0.60% | +6,354 | New |
| Simon Quick Advisors, LLC | 6,379 | $1.10M | 0.08% | +109+1.7% | Added |
| Patten & Patten Inc | 6,389 | $1.10M | 0.08% | −183−2.8% | Reduced |
| Dividend Assets Capital, LLC | 6,389 | $1.10M | 0.23% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 6,392 | $1.11M | 0.07% | +613+10.6% | Added |
| Cumberland Partners Ltd | 6,400 | $1.11M | 0.08% | +6,400 | New |
| JBR Co Financial Management Inc | 6,404 | $1.11M | 0.78% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 6,407 | $1.11M | 0.79% | +1,645+34.5% | Added |
| Broadwater Capital Management LLC | 6,455 | $1.12M | 0.86% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6,462 | $1.12M | 0.11% | −328−4.8% | Reduced |
| Impact Partnership Wealth, LLC | 6,473 | $1.12M | 0.29% | +1,772+37.7% | Added |
| BNP Paribas | 6,480 | $1.12M | 0.06% | +99+1.6% | Added |
| Lion Street Advisors, LLC | 6,483 | $1.12M | 0.42% | −30.0% | Reduced |
| Salem Investment Counselors Inc | 6,499 | $1.12M | 0.04% | −122−1.8% | Reduced |
| TRUE Private Wealth Advisors | 6,527 | $1.13M | 0.13% | +80+1.2% | Added |
| Selective Wealth Management, Inc. | 6,400 | $1.13M | 0.50% | −20−0.3% | Reduced |
| Manchester Capital Management LLC | 6,532 | $1.13M | 0.14% | +137+2.1% | Added |
| BSW Wealth Partners | 6,542 | $1.13M | 0.19% | −1,316−16.7% | Reduced |
| Oak Associates, Ltd | 6,546 | $1.13M | 0.08% | +4+0.1% | Added |
| Ironwood Investment Management LLC | 6,560 | $1.13M | 0.61% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 6,564 | $1.14M | 0.64% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 6,585 | $1.14M | 0.18% | +7+0.1% | Added |
| CX Institutional | 6,589 | $1.14M | 0.05% | +77+1.2% | Added |
| Tradition Wealth Management, LLC | 6,592 | $1.14M | 0.11% | −481−6.8% | Reduced |
| Paragon Private Wealth Management, LLC | 6,602 | $1.14M | 0.65% | +690+11.7% | Added |
| Citizens National Bank Trust Department | 6,615 | $1.14M | 0.25% | +95+1.5% | Added |
| Northeast Investment Management | 6,622 | $1.15M | 0.05% | −26−0.4% | Reduced |
| Papp L Roy & Associates | 6,630 | $1.15M | 0.14% | +60+0.9% | Added |
| Invst, LLC | 6,551 | $1.15M | 0.13% | +33+0.5% | Added |
| Graham Capital Management, L.P. | 6,636 | $1.15M | 0.04% | −13,364−66.8% | Reduced |
| River & Mercantile Asset Management LLP | 6,653 | $1.15M | 0.32% | −92−1.4% | Reduced |
| Monetary Management Group Inc | 6,657 | $1.15M | 0.30% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,662 | $1.15M | 0.09% | +309+4.9% | Added |
| Laurel Wealth Advisors LLC | 6,692 | $1.16M | 0.20% | +23+0.3% | Added |
| Albion Financial Group | 6,694 | $1.16M | 0.09% | −21−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,703 | $1.16M | 0.23% | −168−2.4% | Reduced |
| Donald L. Hagan, LLC | 6,706 | $1.16M | 0.61% | −818−10.9% | Reduced |
| Coco Enterprises, LLC | 6,097 | $1.16M | 0.79% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 6,713 | $1.16M | 0.31% | −110−1.6% | Reduced |
| KG&L Capital Management,LLC | 6,757 | $1.17M | 0.40% | +4,377+183.9% | Added |
| Moss Adams Wealth Advisors LLC | 6,795 | $1.18M | 0.16% | +127+1.9% | Added |
| Westpac Banking Corp | 6,800 | $1.18M | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,808 | $1.18M | 0.13% | −1,575−18.8% | Reduced |
| ROI Financial Advisors, LLC | 6,809 | $1.18M | 0.85% | +546+8.7% | Added |
| MJP Associates Inc | 6,819 | $1.18M | 0.25% | −20−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 6,860 | $1.19M | 0.21% | +1,121+19.5% | Added |
| Eisler Capital (UK) Ltd. | 6,871 | $1.19M | 0.39% | +2,793+68.5% | Added |
| Nilsine Partners, LLC | 6,874 | $1.19M | 0.16% | −245−3.4% | Reduced |
| Global Financial Private Client, LLC | 6,879 | $1.19M | 0.50% | −18−0.3% | Reduced |
| Focus Financial Network, Inc. | 6,351 | $1.19M | 0.05% | +236+3.9% | Added |
| Strait & Sound Wealth Management LLC | 6,885 | $1.19M | 0.61% | +694+11.2% | Added |
| Castlekeep Investment Advisors LLC | 6,913 | $1.20M | 0.92% | −19−0.3% | Reduced |
| Marietta Investment Partners LLC | 6,926 | $1.20M | 0.26% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,945 | $1.20M | 0.43% | +21+0.3% | Added |
| Thrive Wealth Management, LLC | 6,949 | $1.20M | 0.24% | +9+0.1% | Added |
| Northwest Bancshares, Inc. | 6,951 | $1.20M | 0.20% | −342−4.7% | Reduced |
| North Star Asset Management Inc | 6,953 | $1.20M | 0.06% | +798+13.0% | Added |
| Oarsman Capital, Inc. | 6,963 | $1.20M | 0.27% | +3,250+87.5% | Added |
| Fairfield, Bush & Co. | 6,972 | $1.21M | 0.72% | +390+5.9% | Added |
| Capstone Triton Financial Group, LLC | 6,996 | $1.21M | 0.85% | −5−0.1% | Reduced |
| Twin Focus Capital Partners, LLC | 7,000 | $1.21M | 0.19% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,006 | $1.21M | 0.06% | −473−6.3% | Reduced |
| Rossmore Private Capital | 7,015 | $1.21M | 0.16% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 7,053 | $1.22M | 0.60% | +4,487+174.9% | Added |
| BKM Wealth Management, LLC | 7,060 | $1.22M | 0.59% | −2,069−22.7% | Reduced |
| Ridgewood Investments LLC | 7,072 | $1.22M | 0.61% | −84−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 7,095 | $1.23M | 0.18% | +5,457+333.2% | Added |
| First National Bank & Trust Co of Newtown | 7,117 | $1.23M | 0.25% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 7,165 | $1.24M | 0.06% | +2,535+54.8% | Added |
| Berkshire Asset Management LLC | 7,169 | $1.24M | 0.06% | −226−3.1% | Reduced |
| IVC Wealth Advisors LLC | 7,191 | $1.24M | 0.70% | +293+4.2% | Added |
| Jeppson Wealth Management, LLC | 7,192 | $1.24M | 0.47% | +494+7.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,200 | $1.25M | 0.49% | −72−1.0% | Reduced |
| Warner Financial, Inc | 7,202 | $1.25M | 0.61% | +4+0.1% | Added |