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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 7,229 | $1.25M | 0.27% | −581−7.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,277 | $1.26M | 0.04% | +1,078+17.4% | Added |
| Forum Financial Management, LP | 7,299 | $1.26M | 0.02% | −721−9.0% | Reduced |
| Parcion Private Wealth LLC | 7,317 | $1.27M | 0.12% | −165−2.2% | Reduced |
| Range Financial Group LLC | 7,327 | $1.27M | 0.65% | +58+0.8% | Added |
| Verition Fund Management LLC | 7,394 | $1.28M | 0.01% | +1,747+30.9% | Added |
| Grove Bank & Trust | 7,415 | $1.28M | 0.21% | −15−0.2% | Reduced |
| Balyasny Asset Management LLC | 7,422 | $1.28M | 0.00% | −35,691−82.8% | Reduced |
| Cascade Financial Partners, LLC | 7,434 | $1.29M | 0.17% | +400+5.7% | Added |
| Texas Yale Capital Corp. | 7,446 | $1.29M | 0.06% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 7,456 | $1.29M | 0.88% | +1,028+16.0% | Added |
| Meridian Management Co | 7,467 | $1.29M | 0.35% | 00.0% | Unchanged |
| Brave Asset Management Inc | 7,479 | $1.29M | 0.33% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 7,482 | $1.29M | 0.33% | −3,177−29.8% | Reduced |
| PBMares Wealth Management LLC | 7,498 | $1.30M | 0.32% | −110−1.4% | Reduced |
| Mystic Asset Management, Inc. | 7,500 | $1.30M | 0.52% | +75+1.0% | Added |
| Teamwork Financial Advisors, LLC | 7,513 | $1.30M | 0.19% | +1,306+21.0% | Added |
| Whitener Capital Management, Inc. | 7,518 | $1.30M | 0.39% | −20.0% | Reduced |
| Caldwell Trust Co | 7,527 | $1.30M | 0.14% | +306+4.2% | Added |
| Plancorp, LLC | 7,547 | $1.31M | 0.06% | +130+1.8% | Added |
| Seven Eight Capital, LP | 7,548 | $1.31M | 0.14% | +7,548 | New |
| Symmetry Partners, LLC | 7,560 | $1.31M | 0.07% | −1,675−18.1% | Reduced |
| Aaron Wealth Advisors | 7,598 | $1.31M | 0.18% | −352−4.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,614 | $1.32M | 0.13% | −51−0.7% | Reduced |
| Weik Capital Management | 7,650 | $1.32M | 0.57% | −500−6.1% | Reduced |
| Arjuna Capital | 7,650 | $1.32M | 0.36% | +105+1.4% | Added |
| Anchor Investment Management, LLC | 7,650 | $1.32M | 0.14% | −227−2.9% | Reduced |
| Home Federal Bank of Tennessee | 7,656 | $1.32M | 0.40% | −16−0.2% | Reduced |
| Athena Investment Management | 7,661 | $1.32M | 0.80% | −5−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,661 | $1.32M | 0.32% | +5,333+229.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,708 | $1.33M | 0.15% | −3,405−30.6% | Reduced |
| Pensionmark Financial Group, LLC | 7,709 | $1.33M | 0.08% | +7,709 | New |
| DRW Securities, LLC | 7,685 | $1.33M | 0.08% | +7,685 | New |
| Exchange Bank | 7,727 | $1.34M | 1.14% | −50−0.6% | Reduced |
| Roanoke Asset Management Corp | 7,745 | $1.34M | 0.44% | −5−0.1% | Reduced |
| Advisory Alpha, LLC | 7,748 | $1.34M | 0.05% | +65+0.8% | Added |
| Waldron Private Wealth LLC | 7,751 | $1.34M | 0.06% | −490−5.9% | Reduced |
| Northern Financial Advisors Inc | 7,765 | $1.34M | 1.08% | +457+6.3% | Added |
| Long Run Wealth Advisors, LLC | 7,775 | $1.34M | 0.34% | −103−1.3% | Reduced |
| Altfest L J & Co Inc | 7,786 | $1.35M | 0.18% | −1,299−14.3% | Reduced |
| Capital City Trust Co | 7,798 | $1.35M | 0.37% | −662−7.8% | Reduced |
| Founders Financial Alliance, LLC | 7,848 | $1.36M | 0.40% | +220+2.9% | Added |
| Means Investment Co., Inc. | 7,883 | $1.36M | 0.16% | +42+0.5% | Added |
| Formidable Asset Management, LLC | 7,887 | $1.36M | 0.22% | +606+8.3% | Added |
| GPS Wealth Strategies Group, LLC | 7,907 | $1.37M | 0.21% | −616−7.2% | Reduced |
| Aptus Capital Advisors, LLC | 7,911 | $1.37M | 0.03% | −367−4.4% | Reduced |
| Moody National Bank Trust Division | 7,915 | $1.37M | 0.11% | +108+1.4% | Added |
| Summit Trail Advisors, LLC | 7,924 | $1.37M | 0.04% | +843+11.9% | Added |
| Gitterman Wealth Management, LLC | 7,968 | $1.38M | 0.53% | +10.0% | Added |
| Perfromance Wealth Partners, LLC | 7,981 | $1.38M | 0.05% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,993 | $1.38M | 0.63% | −43−0.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.38M | 0.43% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,071 | $1.39M | 0.06% | −1,718−17.6% | Reduced |
| Essex Savings Bank | 8,031 | $1.39M | 0.37% | −561−6.5% | Reduced |
| Oder Investment Management, LLC | 8,038 | $1.39M | 1.26% | −69−0.9% | Reduced |
| Financial Advisory Service, Inc. | 8,041 | $1.39M | 0.12% | +65+0.8% | Added |
| Massmutual Trust Co FSB | 8,093 | $1.40M | 0.04% | +1,513+23.0% | Added |
| Lake Street Financial LLC | 8,113 | $1.40M | 0.18% | −279−3.3% | Reduced |
| Relative Value Partners Group, LLC | 8,113 | $1.40M | 0.18% | −188−2.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,113 | $1.40M | 0.14% | +294+3.8% | Added |
| Ancora Advisors, LLC | 8,132 | $1.41M | 0.03% | −82−1.0% | Reduced |
| Forte Capital LLC | 8,147 | $1.41M | 0.17% | −272−3.2% | Reduced |
| Clarkston Capital Partners, LLC | 8,151 | $1.41M | 0.03% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 8,158 | $1.41M | 0.10% | −40.0% | Reduced |
| Becker Capital Management Inc | 8,159 | $1.41M | 0.05% | +20.0% | Added |
| Davis R M Inc | 8,165 | $1.41M | 0.03% | +623+8.3% | Added |
| Pingora Partners LLC | 8,190 | $1.42M | 1.01% | 00.0% | Unchanged |
| Wynn Capital, LLC | 8,213 | $1.42M | 1.05% | −245−2.9% | Reduced |
| SageView Advisory Group, LLC | 8,234 | $1.42M | 0.07% | +8,234 | New |
| Atlantic Union Bankshares Corp | 8,258 | $1.43M | 0.09% | +50+0.6% | Added |
| Red Spruce Capital, LLC | 8,286 | $1.43M | 0.67% | −114−1.4% | Reduced |
| Stansberry Asset Management, LLC | 8,299 | $1.44M | 0.19% | −16,637−66.7% | Reduced |
| TCM Advisors, LLC | – | $1.44M | 1.26% | – | – |
| CWS Financial Advisors, LLC | 8,312 | $1.44M | 0.57% | +231+2.9% | Added |
| Birchbrook, Inc. | 8,316 | $1.44M | 0.86% | −2,398−22.4% | Reduced |
| Fiduciary Group LLC | 8,323 | $1.44M | 0.15% | −279−3.2% | Reduced |
| Howland Capital Management LLC | 8,324 | $1.44M | 0.07% | +5+0.1% | Added |
| Transatlantique Private Wealth LLC | 8,452 | $1.44M | 0.59% | −2,608−23.6% | Reduced |
| Steinberg Asset Management LLC | 8,444 | $1.46M | 1.14% | −61−0.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,459 | $1.46M | 0.04% | +6,393+309.4% | Added |
| First National Bank of Omaha | 8,481 | $1.47M | 0.10% | +111+1.3% | Added |
| Investors Asset Management of Georgia Inc | 8,482 | $1.47M | 0.71% | +87+1.0% | Added |
| Heritage Wealth Management, Inc. | 8,339 | $1.47M | 0.49% | +8,339 | New |
| Terra Nova Asset Management LLC | 8,488 | $1.47M | 1.16% | +29+0.3% | Added |
| Byrne Asset Management LLC | 8,628 | $1.47M | 1.05% | −189−2.1% | Reduced |
| Adirondack Trust Co | 8,525 | $1.47M | 0.60% | −6−0.1% | Reduced |
| Wendell David Associates Inc | 8,537 | $1.48M | 0.15% | −50−0.6% | Reduced |
| Baldwin Investment Management, LLC | 8,549 | $1.48M | 0.20% | +200+2.4% | Added |
| Centaurus Financial, Inc. | 8,558 | $1.48M | 0.10% | +4,814+128.6% | Added |
| South Dakota Investment Council | 8,568 | $1.48M | 0.03% | −1,846−17.7% | Reduced |
| Montecito Bank & Trust | 8,587 | $1.49M | 0.30% | −65−0.8% | Reduced |
| KCM Investment Advisors LLC | 8,595 | $1.49M | 0.05% | −12−0.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,598 | $1.49M | 0.50% | +504+6.2% | Added |
| Shulman DeMeo Asset Management LLC | 8,606 | $1.49M | 0.39% | +9+0.1% | Added |
| Carl P. Sherr & Co., LLC | 8,606 | $1.49M | 0.83% | +204+2.4% | Added |
| StoneX Group Inc. | 8,609 | $1.49M | 0.12% | −2,948−25.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,610 | $1.49M | 0.24% | −63−0.7% | Reduced |
| Stamos Capital Partners, L.P. | 8,620 | $1.49M | 0.32% | +2,220+34.7% | Added |
| Parisi Gray Wealth Management | 8,644 | $1.49M | 0.54% | +8+0.1% | Added |
| Investment Partners Asset Management, Inc. | 8,664 | $1.50M | 1.34% | +115+1.3% | Added |