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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 19,064 | $3.29M | 0.17% | −104−0.5% | Reduced |
| Diversify Advisory Services, LLC | 18,726 | $3.30M | 0.18% | −5,651−23.2% | Reduced |
| J.W. Cole Advisors, Inc. | 19,239 | $3.33M | 0.16% | −787−3.9% | Reduced |
| J. W. Coons Advisors, LLC | 19,321 | $3.34M | 0.81% | −412−2.1% | Reduced |
| Ingalls & Snyder LLC | 19,325 | $3.34M | 0.14% | −925−4.6% | Reduced |
| Carret Asset Management, LLC | 19,349 | $3.35M | 0.39% | −303−1.5% | Reduced |
| Strategic Advisors LLC | 19,397 | $3.35M | 0.65% | −167−0.9% | Reduced |
| Modera Wealth Management, LLC | 19,499 | $3.37M | 0.05% | +205+1.1% | Added |
| Linscomb & Williams, Inc. | 19,596 | $3.39M | 0.18% | −27,698−58.6% | Reduced |
| Strengthening Families & Communities, LLC | 19,749 | $3.42M | 0.98% | +19,749 | New |
| Charter Research & Investment Group, Inc. | 19,975 | $3.45M | 2.72% | −101−0.5% | Reduced |
| Redwood Wealth Management Group, LLC | 19,990 | $3.46M | 2.60% | +16+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $3.46M | 0.43% | 00.0% | Unchanged |
| Westmount Partners, LLC | 19,757 | $3.46M | 1.14% | −10.0% | Reduced |
| First Dallas Securities Inc. | 20,041 | $3.47M | 1.52% | +11,286+128.9% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.48M | 1.21% | 00.0% | Unchanged |
| Signaturefd, LLC | 20,241 | $3.50M | 0.07% | −137−0.7% | Reduced |
| IFP Advisors, Inc | 20,266 | $3.50M | 0.14% | +6,128+43.3% | Added |
| Cornerstone Wealth Management, LLC | 20,329 | $3.52M | 0.27% | +457+2.3% | Added |
| Socha Financial Group, LLC | 20,418 | $3.53M | 1.65% | −1,151−5.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 20,451 | $3.54M | 0.72% | +842+4.3% | Added |
| AIA Group Ltd | 20,457 | $3.54M | 0.10% | +1,836+9.9% | Added |
| GYL Financial Synergies, LLC | 20,539 | $3.55M | 0.27% | +840+4.3% | Added |
| Old Port Advisors | 20,558 | $3.56M | 1.06% | −286−1.4% | Reduced |
| Herold Advisors, Inc. | 20,662 | $3.57M | 0.83% | +63+0.3% | Added |
| Perkins Coie Trust Co | 20,713 | $3.58M | 0.83% | −730−3.4% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 20,742 | $3.59M | 1.79% | −21−0.1% | Reduced |
| Signature Wealth Management Group | 20,752 | $3.59M | 1.57% | +347+1.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 20,797 | $3.60M | 0.20% | +1,773+9.3% | Added |
| Quantinno Capital Management LP | 20,941 | $3.62M | 0.07% | +1,417+7.3% | Added |
| Gamco Investors, Inc. Et Al | 20,946 | $3.62M | 0.04% | +259+1.3% | Added |
| Northcape Wealth Management, LLC | 21,208 | $3.67M | 1.32% | +148+0.7% | Added |
| Siemens Fonds Invest GmbH | 21,269 | $3.68M | 0.28% | +120+0.6% | Added |
| CAPROCK Group, Inc. | 21,292 | $3.68M | 0.15% | +7,110+50.1% | Added |
| Bryn Mawr Trust Co | 21,312 | $3.69M | 0.14% | −358−1.7% | Reduced |
| Next Level Private LLC | 21,453 | $3.71M | 1.70% | +191+0.9% | Added |
| Pathway Financial Advisers, LLC | 21,568 | $3.71M | 1.33% | −58−0.3% | Reduced |
| Rothschild Investment LLC | 21,508 | $3.72M | 0.26% | +2,547+13.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 19,361 | $3.73M | 0.01% | +5,958+44.5% | Added |
| Venture Visionary Partners LLC | 21,583 | $3.73M | 0.17% | −331−1.5% | Reduced |
| Stonebridge Capital Management Inc | 21,616 | $3.74M | 1.60% | −100−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 21,731 | $3.76M | 0.39% | −316−1.4% | Reduced |
| Atomi Financial Group, Inc. | 21,744 | $3.76M | 0.28% | +1,851+9.3% | Added |
| Ossiam | 21,815 | $3.77M | 0.07% | +670+3.2% | Added |
| Allen Capital Group, LLC | 21,838 | $3.78M | 0.53% | +420+2.0% | Added |
| Mission Wealth Management, LP | 21,883 | $3.78M | 0.10% | +484+2.3% | Added |
| AlphaStar Capital Management, LLC | 21,955 | $3.80M | 0.35% | +3,414+18.4% | Added |
| Frank, Rimerman Advisors LLC | 22,074 | $3.82M | 0.27% | +21,661+5,244.8% | Added |
| Pine Valley Investments Ltd Liability Co | 22,091 | $3.82M | 0.28% | +835+3.9% | Added |
| Schonfeld Strategic Advisors LLC | 22,106 | $3.82M | 0.03% | −4,594−17.2% | Reduced |
| Mengis Capital Management, Inc. | 22,182 | $3.84M | 0.78% | −6,789−23.4% | Reduced |
| Viking Fund Management LLC | 22,200 | $3.84M | 0.69% | +100+0.5% | Added |
| Resources Investment Advisors, LLC. | 22,228 | $3.84M | 0.05% | +3,980+21.8% | Added |
| AMG National Trust Bank | 22,290 | $3.85M | 0.10% | +4,202+23.2% | Added |
| Washington Trust Advisors, Inc. | 22,328 | $3.86M | 0.35% | +30.0% | Added |
| Clean Yield Group | 22,434 | $3.88M | 1.45% | +698+3.2% | Added |
| AXS Investments LLC | 22,642 | $3.92M | 1.09% | −3,795−14.4% | Reduced |
| Kingsview Wealth Management, LLC | 22,693 | $3.92M | 0.09% | −2,105−8.5% | Reduced |
| Baader Bank INC | 22,858 | $3.93M | 0.31% | −342−1.5% | Reduced |
| Profund Advisors LLC | 22,699 | $3.93M | 0.15% | +1,065+4.9% | Added |
| RFG Advisory, LLC | 22,710 | $3.93M | 0.13% | +813+3.7% | Added |
| Farmers National Bank | 22,715 | $3.93M | 1.18% | +2,247+11.0% | Added |
| Stonebridge Capital Advisors LLC | 22,815 | $3.95M | 0.35% | −560−2.4% | Reduced |
| Panagora Asset Management Inc | 22,843 | $3.95M | 0.02% | −5,860−20.4% | Reduced |
| Cunning Capital Partners, LP | 22,975 | $3.97M | 2.26% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 23,004 | $3.98M | 0.40% | +113+0.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 23,055 | $3.99M | 0.65% | 00.0% | Unchanged |
| Melqart Asset Management (UK) Ltd | 23,078 | $3.99M | 0.37% | +23,078 | New |
| Staley Capital Advisers Inc | 23,107 | $4.00M | 0.18% | −100.0% | Reduced |
| Money Concepts Capital Corp | 23,161 | $4.01M | 0.34% | +1,001+4.5% | Added |
| PGGM Investments | 23,374 | $4.04M | 0.06% | −27,358−53.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,415 | $4.05M | 0.32% | −540−2.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,509 | $4.07M | 0.19% | +629+2.7% | Added |
| Hallmark Capital Management Inc | 23,585 | $4.08M | 0.32% | −1,756−6.9% | Reduced |
| Hilltop Holdings Inc. | 23,598 | $4.08M | 0.48% | −274−1.1% | Reduced |
| BLB&B Advisors, LLC | 23,707 | $4.10M | 0.22% | +171+0.7% | Added |
| Windward Capital Management Co | 23,712 | $4.10M | 0.35% | −547−2.3% | Reduced |
| Lifeworks Advisors, LLC | 23,731 | $4.10M | 1.14% | +4,868+25.8% | Added |
| Global Retirement Partners, LLC | 23,837 | $4.12M | 0.13% | +3,710+18.4% | Added |
| Financial Sense Advisors, Inc. | 23,960 | $4.14M | 1.31% | +9,633+67.2% | Added |
| Vident Advisory, LLC | 24,021 | $4.15M | 0.11% | +1,596+7.1% | Added |
| Silverlake Wealth Management LLC | 24,101 | $4.17M | 1.71% | +207+0.9% | Added |
| Mesirow Financial Investment Management, Inc. | 24,331 | $4.21M | 0.09% | +931+4.0% | Added |
| Claret Asset Management Corp | 24,397 | $4.22M | 0.75% | −473−1.9% | Reduced |
| Capital Investment Counsel, LLC | 24,531 | $4.24M | 0.83% | +24,531 | New |
| Stock Yards Bank & Trust Co | 24,548 | $4.25M | 0.14% | −244−1.0% | Reduced |
| Argyle Capital Management Inc. | 24,607 | $4.26M | 1.75% | +2,280+10.2% | Added |
| L2 Asset Management, LLC | 24,628 | $4.26M | 1.28% | +13,923+130.1% | Added |
| Kavar Capital Partners Group, LLC | 24,638 | $4.26M | 0.77% | +105+0.4% | Added |
| Hanson & Doremus Investment Management | 24,648 | $4.26M | 0.71% | +468+1.9% | Added |
| Busey Wealth Management | 24,753 | $4.28M | 0.15% | +1,601+6.9% | Added |
| First Nebraska Trust Co | 24,845 | $4.30M | 0.44% | −237−0.9% | Reduced |
| Gateway Advisory, LLC | 24,882 | $4.30M | 0.73% | +1,088+4.6% | Added |
| Winton Group Ltd | 25,000 | $4.32M | 0.29% | −10,205−29.0% | Reduced |
| Perpetual Ltd | 25,082 | $4.34M | 0.05% | +25,082 | New |
| Central Trust Co | 25,101 | $4.34M | 0.11% | +217+0.9% | Added |
| SS&H Financial Advisors, Inc. | 25,185 | $4.36M | 1.70% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 25,186 | $4.36M | 0.96% | +1,593+6.8% | Added |
| Wealthspire Advisors, LLC | 25,186 | $4.36M | 0.06% | −103−0.4% | Reduced |
| Patton Albertson Miller Group, LLC | 25,250 | $4.37M | 0.62% | +4,386+21.0% | Added |