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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 8,692 | $1.50M | 0.29% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 8,708 | $1.51M | 0.52% | −167−1.9% | Reduced |
| Fortis Group Advisors, LLC | 8,749 | $1.51M | 0.30% | +20+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,770 | $1.52M | 1.04% | −2,258−20.5% | Reduced |
| Modern Wealth Management, LLC | 8,783 | $1.52M | 0.11% | −246−2.7% | Reduced |
| Empower Advisory Group, LLC | 8,836 | $1.53M | 0.01% | −236−2.6% | Reduced |
| Sandbox Financial Partners, LLC | 8,868 | $1.53M | 0.59% | +297+3.5% | Added |
| Thoroughbred Financial Services, LLC | 8,880 | $1.53M | 0.10% | +4,400+98.2% | Added |
| Bahl & Gaynor Inc | 8,898 | $1.54M | 0.01% | +498+5.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,902 | $1.54M | 0.35% | −169−1.9% | Reduced |
| Beaumont Financial Advisors, LLC | 8,942 | $1.55M | 0.12% | −51−0.6% | Reduced |
| Chicago Capital, LLC | 8,950 | $1.55M | 0.05% | +902+11.2% | Added |
| Palumbo Wealth Management LLC | 8,981 | $1.55M | 0.66% | +1,301+16.9% | Added |
| Smith, Salley & Associates | 8,982 | $1.55M | 0.11% | +160+1.8% | Added |
| DT Investment Partners, LLC | 8,991 | $1.56M | 0.14% | +114+1.3% | Added |
| Pavion Blue Capital, LLC | 9,011 | $1.56M | 0.77% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 9,013 | $1.56M | 0.16% | +72+0.8% | Added |
| Larson Financial Group LLC | 9,022 | $1.56M | 0.11% | +6,127+211.6% | Added |
| Slocum, Gordon & Co LLP | 9,030 | $1.56M | 1.16% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 9,043 | $1.56M | 0.49% | +795+9.6% | Added |
| Checchi Capital Advisers, LLC | 9,045 | $1.56M | 0.12% | −235−2.5% | Reduced |
| Diligent Investors, LLC | 9,054 | $1.57M | 0.39% | +40+0.4% | Added |
| Summit Financial, LLC | 9,057 | $1.57M | 0.07% | +4,460+97.0% | Added |
| Sierra Summit Advisors LLC | 9,072 | $1.57M | 0.39% | +997+12.3% | Added |
| Chesapeake Asset Management LLC | 9,087 | $1.57M | 1.51% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 9,113 | $1.58M | 0.11% | +2,364+35.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,127 | $1.58M | 0.67% | +1,023+12.6% | Added |
| Longfellow Investment Management Co LLC | 9,153 | $1.58M | 0.40% | +1,714+23.0% | Added |
| Core Wealth Advisors, Inc. | 9,178 | $1.59M | 0.54% | −2,256−19.7% | Reduced |
| Inscription Capital, LLC | 9,190 | $1.59M | 0.26% | +750+8.9% | Added |
| Kessler Investment Group, LLC | 9,207 | $1.59M | 0.86% | −1,505−14.0% | Reduced |
| Fort Sheridan Advisors LLC | 9,208 | $1.59M | 0.26% | +2,075+29.1% | Added |
| Ashton Thomas Private Wealth, LLC | 9,216 | $1.59M | 0.09% | −6,996−43.2% | Reduced |
| Inlet Private Wealth, LLC | 9,317 | $1.61M | 0.44% | −300−3.1% | Reduced |
| Osterweis Capital Management Inc | 9,325 | $1.61M | 0.08% | −805−7.9% | Reduced |
| Archford Capital Strategies, LLC | 9,356 | $1.62M | 0.26% | −541−5.5% | Reduced |
| GAMMA Investing LLC | 9,370 | $1.62M | 0.22% | +2,788+42.4% | Added |
| Paradigm Asset Management Co LLC | 9,400 | $1.63M | 0.45% | +900+10.6% | Added |
| Cozad Asset Management Inc | 9,419 | $1.63M | 0.16% | +1,203+14.6% | Added |
| Ridgecrest Wealth Partners, LLC | 9,426 | $1.63M | 0.98% | 00.0% | Unchanged |
| Patten Group, Inc. | 9,441 | $1.63M | 0.39% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 9,463 | $1.64M | 0.29% | +611+6.9% | Added |
| Joule Financial, LLC | 9,467 | $1.64M | 0.67% | +250+2.7% | Added |
| Lakeview Capital Partners, LLC | 8,585 | $1.64M | 0.27% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,529 | $1.65M | 0.35% | −428−4.3% | Reduced |
| Nicolet Bankshares Inc | 9,542 | $1.65M | 0.41% | +23+0.2% | Added |
| Cigna Investments Inc | 9,555 | $1.65M | 0.31% | −65−0.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,566 | $1.65M | 0.38% | −1,131−10.6% | Reduced |
| Belpointe Asset Management LLC | 9,588 | $1.66M | 0.12% | +531+5.9% | Added |
| Detalus Advisors, LLC | 9,604 | $1.66M | 0.57% | −159−1.6% | Reduced |
| Arvest Investments, Inc. | 9,644 | $1.67M | 0.27% | −445−4.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,654 | $1.67M | 0.83% | −630−6.1% | Reduced |
| Cidel Asset Management Inc | 9,656 | $1.67M | 0.13% | −390−3.9% | Reduced |
| Ritholtz Wealth Management | 9,734 | $1.68M | 0.06% | −731−7.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,736 | $1.68M | 0.85% | −762−7.3% | Reduced |
| Mendel Capital Management LLC | 9,775 | $1.69M | 1.09% | −75−0.8% | Reduced |
| MidWestOne Financial Group, Inc. | 9,790 | $1.69M | 0.31% | +28+0.3% | Added |
| Centennial Wealth Advisory LLC | 9,812 | $1.70M | 0.74% | −577−5.6% | Reduced |
| Dudley Capital Management, LLC | 9,818 | $1.70M | 0.95% | −146−1.5% | Reduced |
| Bailard, Inc. | 9,839 | $1.70M | 0.05% | −631−6.0% | Reduced |
| Parthenon LLC | 9,847 | $1.70M | 0.22% | +5+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 9,862 | $1.71M | 0.12% | −1,275−11.4% | Reduced |
| Emfo, LLC | 9,867 | $1.71M | 1.53% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 9,879 | $1.71M | 0.20% | +450+4.8% | Added |
| RKL Wealth Management LLC | 9,880 | $1.71M | 0.16% | +423+4.5% | Added |
| Zullo Investment Group, Inc. | 9,880 | $1.71M | 0.75% | −89−0.9% | Reduced |
| Good Life Advisors, LLC | 9,890 | $1.71M | 0.14% | −223−2.2% | Reduced |
| Donaldson Capital Management, LLC | 9,924 | $1.72M | 0.07% | −988−9.1% | Reduced |
| FineMark National Bank & Trust | 9,927 | $1.72M | 0.06% | −40.0% | Reduced |
| Sandy Spring Bank | 9,936 | $1.72M | 0.08% | +162+1.7% | Added |
| Midland Wealth Advisors LLC | 9,949 | $1.72M | 0.10% | −824−7.6% | Reduced |
| Insigneo Advisory Services, LLC | 9,393 | $1.72M | 0.19% | −293−3.0% | Reduced |
| Atlantic Trust, LLC | 9,976 | $1.73M | 0.43% | +126+1.3% | Added |
| Advent Capital Management | 10,000 | $1.73M | 0.04% | −5,000−33.3% | Reduced |
| Westport Asset Management Inc | 10,000 | $1.73M | 0.87% | 00.0% | Unchanged |
| David Loasby | 9,751 | $1.73M | 0.17% | +365+3.9% | Added |
| Main Street Financial Solutions, LLC | 10,035 | $1.74M | 0.16% | +335+3.5% | Added |
| Peddock Capital Advisors, LLC | 10,040 | $1.74M | 0.45% | +58+0.6% | Added |
| TFG Advisers LLC | 10,043 | $1.74M | 0.67% | +830+9.0% | Added |
| Exencial Wealth Advisors, LLC | 10,079 | $1.74M | 0.07% | −1,700−14.4% | Reduced |
| First City Capital Management, Inc. | 10,087 | $1.74M | 0.98% | −175−1.7% | Reduced |
| J. Goldman & Co LP | 10,092 | $1.75M | 0.06% | −35,710−78.0% | Reduced |
| Del-Sette Capital Management, LLC | 10,098 | $1.75M | 1.43% | −13,689−57.5% | Reduced |
| OV Management LLC | 10,108 | $1.75M | 1.22% | +108+1.1% | Added |
| Boothe Investment Group, Inc. | 10,001 | $1.75M | 0.81% | +1,955+24.3% | Added |
| Naviter Wealth, LLC | 10,126 | $1.75M | 0.26% | +1,277+14.4% | Added |
| Flagship Harbor Advisors, LLC | 10,150 | $1.76M | 0.11% | −51−0.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 10,154 | $1.76M | 0.45% | −260−2.5% | Reduced |
| Ironwood Financial, llc | 10,157 | $1.76M | 0.39% | −263−2.5% | Reduced |
| Rehmann Capital Advisory Group | 10,170 | $1.76M | 0.13% | +93+0.9% | Added |
| Green Square Capital Advisors LLC | 10,226 | $1.77M | 0.24% | −4,398−30.1% | Reduced |
| Provenance Wealth Advisors, LLC | 10,232 | $1.77M | 0.25% | −205−2.0% | Reduced |
| Venturi Wealth Management, LLC | 10,248 | $1.77M | 0.10% | +2,484+32.0% | Added |
| Wedmont Private Capital | 9,707 | $1.77M | 0.11% | +334+3.6% | Added |
| Westhampton Capital, LLC | 10,346 | $1.79M | 0.97% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 10,346 | $1.79M | 1.02% | +99+1.0% | Added |
| Hamel Associates, Inc. | 10,350 | $1.79M | 0.56% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 10,358 | $1.79M | 0.57% | −80−0.8% | Reduced |
| Redmond Asset Management, LLC | 10,363 | $1.79M | 0.59% | +1,167+12.7% | Added |
| Smith Anglin Financial, LLC | 10,395 | $1.80M | 0.18% | −194−1.8% | Reduced |