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
- 2,763
- −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
- 1,011 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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 25,413 | $4.40M | 1.32% | −248−1.0% | Reduced |
| We Are One Seven, LLC | 25,471 | $4.41M | 0.21% | +1,593+6.7% | Added |
| Wellington Shields & Co., LLC | 25,658 | $4.44M | 1.45% | +30.0% | Added |
| Edge Capital Group, LLC | 25,687 | $4.44M | 0.22% | +5,098+24.8% | Added |
| United Services Automobile Association | 25,739 | $4.45M | 0.11% | −941−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,789 | $4.46M | 0.07% | −1,094−4.1% | Reduced |
| Principal Securities, Inc. | 25,910 | $4.48M | 0.12% | +5,346+26.0% | Added |
| Greylin Investment Mangement Inc | 25,940 | $4.49M | 0.75% | −354−1.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 25,981 | $4.49M | 3.04% | +12,152+87.9% | Added |
| Kinneret Advisory, LLC | 26,065 | $4.51M | 0.43% | +2,171+9.1% | Added |
| Hantz Financial Services, Inc. | 26,164 | $4.53M | 0.09% | −108−0.4% | Reduced |
| Kinloch Capital, LLC | 26,219 | $4.53M | 2.36% | −400−1.5% | Reduced |
| NovaPoint Capital, LLC | 26,443 | $4.57M | 1.55% | +491+1.9% | Added |
| Prosperity Consulting Group, LLC | 26,476 | $4.58M | 0.62% | −4,488−14.5% | Reduced |
| South State Corp. | 26,489 | $4.58M | 0.33% | +520+2.0% | Added |
| Prio Wealth Limited Partnership | 26,538 | $4.59M | 0.14% | −2,945−10.0% | Reduced |
| Ironwood Investment Counsel, LLC | 26,577 | $4.60M | 0.82% | −1,424−5.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,738 | $4.62M | 0.48% | +448+1.7% | Added |
| Van Strum & Towne Inc. | 26,786 | $4.63M | 1.68% | +170+0.6% | Added |
| Jacobi Capital Management LLC | 26,793 | $4.63M | 0.40% | +367+1.4% | Added |
| Altrius Capital Management Inc | 26,884 | $4.65M | 1.22% | +812+3.1% | Added |
| Resources Management Corp | 26,886 | $4.65M | 0.68% | +692+2.6% | Added |
| Vectors Research Management, LLC | 27,101 | $4.69M | 1.44% | −1,161−4.1% | Reduced |
| Horizon Investments, LLC | 27,413 | $4.70M | 0.13% | −269−1.0% | Reduced |
| Holderness Investments Co | 27,203 | $4.70M | 1.11% | +3,209+13.4% | Added |
| Chartwell Investment Partners, LLC | 27,228 | $4.71M | 0.17% | −347−1.3% | Reduced |
| UBS Oconnor LLC | 27,500 | $4.76M | 0.13% | +27,500 | New |
| Trajan Wealth LLC | 27,515 | $4.76M | 0.31% | +33+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 27,809 | $4.81M | 0.13% | −1,483−5.1% | Reduced |
| Hayek Kallen Investment Management | 27,815 | $4.81M | 1.79% | +513+1.9% | Added |
| Veriti Management LLC | 27,877 | $4.82M | 0.30% | +3,494+14.3% | Added |
| FLC Capital Advisors | 27,914 | $4.83M | 1.19% | −70−0.3% | Reduced |
| Iowa State Bank | 27,916 | $4.83M | 1.07% | +280+1.0% | Added |
| Capital Planning Advisors, LLC | 28,021 | $4.85M | 0.83% | +1,222+4.6% | Added |
| King Luther Capital Management Corp | 28,154 | $4.87M | 0.02% | −3,533−11.1% | Reduced |
| Legacy CG, LLC | 28,503 | $4.93M | 1.68% | +28,503 | New |
| Wiley Bros.-Aintree Capital, LLC | 28,550 | $4.93M | 0.22% | +11,854+71.0% | Added |
| Hall Laurie J Trustee | 28,594 | $4.95M | 1.72% | +283+1.0% | Added |
| Parallel Advisors, LLC | 28,620 | $4.95M | 0.13% | +1,694+6.3% | Added |
| Foundations Investment Advisors, LLC | 28,675 | $4.96M | 0.12% | +748+2.7% | Added |
| Tufton Capital Management | 28,715 | $4.97M | 0.97% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 28,747 | $4.97M | 1.17% | +60.0% | Added |
| Factory Mutual Insurance Co | 28,800 | $4.98M | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 29,010 | $5.02M | 1.50% | −836−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 29,107 | $5.03M | 0.26% | −1,307−4.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 29,219 | $5.05M | 0.05% | +847+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,233 | $5.06M | 0.13% | +198+0.7% | Added |
| WealthPLAN Partners, LLC | 29,249 | $5.06M | 0.54% | −895−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,455 | $5.09M | 0.26% | +2,564+9.5% | Added |
| Cary Street Partner Investment Advisory LLC | 29,525 | $5.11M | 0.21% | +1,017+3.6% | Added |
| Asset Dedication, LLC | 29,536 | $5.11M | 0.35% | +2,704+10.1% | Added |
| Bonness Enterprises Inc | 29,564 | $5.11M | 1.87% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 29,629 | $5.12M | 0.35% | −567−1.9% | Reduced |
| Garland Capital Management Inc | 30,076 | $5.20M | 3.68% | −642−2.1% | Reduced |
| Mendel Money Management | 30,469 | $5.27M | 2.47% | −710−2.3% | Reduced |
| Hourglass Capital, LLC | 30,545 | $5.28M | 1.57% | +120+0.4% | Added |
| Empirical Finance, LLC | 30,674 | $5.31M | 0.33% | −2,018−6.2% | Reduced |
| Shilanski & Associates, Inc. | 30,739 | $5.32M | 1.79% | +201+0.7% | Added |
| Bleakley Financial Group, LLC | 30,750 | $5.32M | 0.15% | −1,719−5.3% | Reduced |
| Bard Financial Services, Inc. | 30,860 | $5.34M | 0.55% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30,936 | $5.35M | 0.18% | +645+2.1% | Added |
| 1st Source Bank | 31,057 | $5.37M | 0.31% | +130+0.4% | Added |
| KMG Fiduciary Partners, LLC | 31,228 | $5.40M | 0.53% | +1,211+4.0% | Added |
| Ar Asset Management Inc | 31,452 | $5.44M | 1.31% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 31,481 | $5.44M | 0.06% | +3,208+11.3% | Added |
| Sowell Financial Services LLC | 31,708 | $5.48M | 0.26% | −308−1.0% | Reduced |
| Rodgers Brothers Inc. | 31,844 | $5.51M | 0.75% | −47−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 31,896 | $5.52M | 0.60% | +48+0.2% | Added |
| Perigon Wealth Management, LLC | 31,923 | $5.52M | 0.16% | +10,676+50.2% | Added |
| Stonegate Investment Group, LLC | 32,040 | $5.54M | 0.16% | −1,244−3.7% | Reduced |
| Gabelli Funds LLC | 32,060 | $5.54M | 0.04% | −90−0.3% | Reduced |
| Searle & Co. | 32,111 | $5.55M | 1.30% | +9,906+44.6% | Added |
| Toth Financial Advisory Corp | 32,176 | $5.56M | 0.71% | −1,609−4.8% | Reduced |
| New England Asset Management Inc | 32,200 | $5.57M | 0.92% | −710−2.2% | Reduced |
| Moloney Securities Asset Management, LLC | 32,286 | $5.58M | 0.81% | +5,122+18.9% | Added |
| Concurrent Investment Advisors, LLC | 32,331 | $5.59M | 0.18% | +3,625+12.6% | Added |
| Mediolanum International Funds Ltd | 35,104 | $5.60M | 0.09% | +7,323+26.4% | Added |
| Strategic Planning Group, LLC | 32,498 | $5.62M | 1.23% | +9,401+40.7% | Added |
| Caxton Associates LP | 32,500 | $5.62M | 0.22% | +32,500 | New |
| Private Advisory Group LLC | 33,006 | $5.71M | 0.75% | +3,336+11.2% | Added |
| FORA Capital, LLC | 33,082 | $5.72M | 0.70% | +33,082 | New |
| Empire Financial Management Company, LLC | 33,107 | $5.73M | 1.89% | +4,272+14.8% | Added |
| TrimTabs Asset Management, LLC | 33,136 | $5.73M | 1.42% | +444+1.4% | Added |
| SpiderRock Advisors, LLC | 33,153 | $5.73M | 0.15% | −5,459−14.1% | Reduced |
| Fulton Bank, N.A. | 33,153 | $5.73M | 0.23% | −989−2.9% | Reduced |
| Integrated Advisors Network LLC | 33,263 | $5.75M | 0.30% | −12,043−26.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,275 | $5.75M | 1.44% | −20−0.1% | Reduced |
| Convergence Investment Partners, LLC | 33,461 | $5.79M | 1.69% | +5,693+20.5% | Added |
| Johnson Investment Counsel Inc | 33,578 | $5.81M | 0.06% | +590+1.8% | Added |
| Cohen Klingenstein LLC | 33,715 | $5.83M | 0.21% | 00.0% | Unchanged |
| KWMG, LLC | 33,733 | $5.83M | 0.63% | −561−1.6% | Reduced |
| Birmingham Capital Management Co Inc | 33,958 | $5.87M | 2.29% | −179−0.5% | Reduced |
| NEOS Investment Management LLC | 33,980 | $5.88M | 0.24% | +10,956+47.6% | Added |
| Mizuho Markets Americas LLC | 34,102 | $5.90M | 0.16% | −25,539−42.8% | Reduced |
| Sigma Planning Corp | 34,202 | $5.92M | 0.19% | −57−0.2% | Reduced |
| Dodge & Cox | 34,270 | $5.93M | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 34,697 | $6.00M | 0.60% | −1,593−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 35,040 | $6.06M | 0.19% | −4,952−12.4% | Reduced |
| Tocqueville Asset Management L.P. | 35,052 | $6.06M | 0.10% | −7,496−17.6% | Reduced |
| Berger Financial Group, Inc | 35,278 | $6.10M | 0.49% | +23+0.1% | Added |