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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 35,340 | $6.11M | 0.85% | −1,736−4.7% | Reduced |
| Public Sector Pension Investment Board | 35,496 | $6.14M | 0.04% | +14,874+72.1% | Added |
| Assetmark, Inc | 35,838 | $6.20M | 0.02% | +1,008+2.9% | Added |
| CMT Capital Markets Trading GmbH | 35,921 | $6.21M | 1.77% | +26,360+275.7% | Added |
| Benson Investment Management Company, Inc. | 36,000 | $6.23M | 2.58% | +6,767+23.1% | Added |
| Foster & Motley Inc | 36,031 | $6.23M | 0.43% | +787+2.2% | Added |
| HGK Asset Management Inc | 36,038 | $6.23M | 1.20% | +1,768+5.2% | Added |
| Prime Capital Investment Advisors, LLC | 36,041 | $6.23M | 0.09% | −10,648−22.8% | Reduced |
| Verity Asset Management, Inc. | 36,096 | $6.24M | 2.45% | +19,824+121.8% | Added |
| American Trust Investment Advisors, LLC | 36,313 | $6.28M | 3.05% | +510+1.4% | Added |
| Equitable Holdings, Inc. | 36,366 | $6.29M | 0.07% | +5,260+16.9% | Added |
| Royal Fund Management, LLC | 36,052 | $6.31M | 0.85% | +521+1.5% | Added |
| BKD Wealth Advisors, LLC | 36,622 | $6.33M | 0.16% | +3,011+9.0% | Added |
| Insight Folios Inc | 36,695 | $6.35M | 2.60% | +717+2.0% | Added |
| Financial & Tax Architects, LLC | 36,823 | $6.37M | 1.71% | +2,522+7.4% | Added |
| Lathrop Investment Management Corp | 36,840 | $6.37M | 1.25% | −5,615−13.2% | Reduced |
| Goelzer Investment Management, Inc. | 36,957 | $6.39M | 0.36% | −929−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 37,135 | $6.42M | 0.20% | +19,669+112.6% | Added |
| Principal Street Partners, LLC | 37,247 | $6.44M | 1.15% | −438−1.2% | Reduced |
| Spears Abacus Advisors LLC | 37,264 | $6.44M | 0.13% | −46,487−55.5% | Reduced |
| Warren Averett Asset Management, LLC | 37,287 | $6.45M | 0.13% | +7,045+23.3% | Added |
| Rathbone Brothers plc | 37,420 | $6.47M | 0.04% | −873−2.3% | Reduced |
| Meritage Portfolio Management | 38,017 | $6.58M | 0.42% | −660−1.7% | Reduced |
| Montgomery Investment Management Inc | 38,156 | $6.60M | 2.61% | 00.0% | Unchanged |
| SFE Investment Counsel | 38,430 | $6.65M | 1.47% | +1,661+4.5% | Added |
| Shelter Mutual Insurance Co | 38,491 | $6.66M | 1.73% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 39,087 | $6.68M | 0.04% | +14,498+59.0% | Added |
| Dorchester Wealth Management Co | 39,088 | $6.76M | 1.31% | −6,910−15.0% | Reduced |
| Baker Avenue Asset Management, LP | 39,134 | $6.77M | 0.23% | +4,524+13.1% | Added |
| Game Creek Capital, LP | 39,201 | $6.78M | 3.77% | +18,176+86.4% | Added |
| Hodges Capital Management Inc. | 39,380 | $6.81M | 0.46% | +18,845+91.8% | Added |
| Ameritas Investment Partners, Inc. | 39,406 | $6.82M | 0.23% | +428+1.1% | Added |
| Laird Norton Trust Company, LLC | 39,500 | $6.83M | 0.96% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 39,682 | $6.86M | 0.72% | +1,175+3.1% | Added |
| Coldstream Capital Management Inc | 39,702 | $6.87M | 0.17% | +472+1.2% | Added |
| Te Ahumairangi Investment Management Ltd | 39,720 | $6.87M | 1.32% | −1,790−4.3% | Reduced |
| Clearbridge Investments, LLC | 39,779 | $6.88M | 0.01% | −5,062−11.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 39,969 | $6.91M | 1.80% | +547+1.4% | Added |
| Fidelity D & D Bancorp Inc | 40,015 | $6.92M | 5.25% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 40,244 | $6.96M | 0.16% | −1,920−4.6% | Reduced |
| Ieq Capital, LLC | 40,278 | $6.97M | 0.09% | +3,600+9.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 40,313 | $6.97M | 3.64% | −508−1.2% | Reduced |
| Advisors Management Group Inc | 40,347 | $6.98M | 1.74% | −6,922−14.6% | Reduced |
| Natixis | 40,756 | $7.05M | 0.04% | −226,739−84.8% | Reduced |
| WealthPlan Investment Management, LLC | 41,021 | $7.09M | 1.07% | −1,347−3.2% | Reduced |
| Portland Global Advisors LLC | 41,215 | $7.13M | 0.97% | +1,545+3.9% | Added |
| Maven Securities LTD | 41,301 | $7.14M | 1.11% | +1,482+3.7% | Added |
| Whittier Trust Co | 41,333 | $7.15M | 0.10% | −4,160−9.1% | Reduced |
| Neville Rodie & Shaw Inc | 41,341 | $7.15M | 0.54% | +11,874+40.3% | Added |
| Susquehanna Fundamental Investments, LLC | 41,400 | $7.16M | 0.17% | +41,400 | New |
| Addenda Capital Inc. | 41,476 | $7.17M | 0.28% | −70.0% | Reduced |
| UniSuper Management Pty Ltd | 41,586 | $7.19M | 0.06% | +24,186+139.0% | Added |
| Marathon Capital Management | 41,725 | $7.22M | 1.84% | −119−0.3% | Reduced |
| Channing Capital Management, LLC | 41,732 | $7.22M | 0.20% | +19,754+89.9% | Added |
| Davy Global Fund Management Ltd | 41,746 | $7.22M | 0.83% | +3,700+9.7% | Added |
| Intact Investment Management Inc. | 41,800 | $7.23M | 0.27% | −18,500−30.7% | Reduced |
| Clearstead Advisors, LLC | 42,102 | $7.28M | 0.12% | +26,267+165.9% | Added |
| Tectonic Advisors LLC | 42,109 | $7.28M | 0.53% | +4,577+12.2% | Added |
| Winslow Asset Management Inc | 42,254 | $7.31M | 1.44% | +2,003+5.0% | Added |
| Ibex Wealth Advisors | 42,376 | $7.33M | 1.14% | +13,986+49.3% | Added |
| Level Four Advisory Services, LLC | 42,398 | $7.33M | 0.33% | −9,606−18.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 42,461 | $7.34M | 0.95% | −814−1.9% | Reduced |
| Norinchukin Bank, The | 42,474 | $7.35M | 0.21% | +307+0.7% | Added |
| Gotham Asset Management, LLC | 42,727 | $7.39M | 0.10% | −21,947−33.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 42,935 | $7.43M | 1.79% | +3,302+8.3% | Added |
| Columbia Asset Management | 42,983 | $7.43M | 1.40% | −100−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 43,119 | $7.46M | 0.31% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 43,394 | $7.50M | 0.06% | +4,705+12.2% | Added |
| Clifford Swan Investment Counsel LLC | 43,510 | $7.53M | 0.28% | −256−0.6% | Reduced |
| Cardinal Capital Management | 43,812 | $7.58M | 1.28% | +600+1.4% | Added |
| Van Den Berg Management I, Inc | 44,057 | $7.62M | 2.26% | +810+1.9% | Added |
| LaFleur & Godfrey LLC | 44,279 | $7.66M | 1.12% | +4,836+12.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,387 | $7.68M | 1.37% | −190.0% | Reduced |
| F/M Investments LLC | 44,384 | $7.69M | 0.28% | +44,384 | New |
| Edmond de Rothschild Holding S.A. | 44,581 | $7.71M | 0.13% | +1,344+3.1% | Added |
| Wells Trecaso Financial Group, LLC | 44,626 | $7.72M | 2.67% | +44+0.1% | Added |
| Squarepoint Ops LLC | 44,635 | $7.72M | 0.03% | +15,208+51.7% | Added |
| Allworth Financial LP | 42,200 | $7.73M | 0.05% | +15,708+59.3% | Added |
| Integrated Wealth Concepts LLC | 44,980 | $7.78M | 0.11% | +4,071+10.0% | Added |
| NBT Bank N A | 45,181 | $7.81M | 0.56% | −3,712−7.6% | Reduced |
| Mutual Advisors, LLC | 40,944 | $7.84M | 0.24% | +14,390+54.2% | Added |
| Contrarius Investment Management Ltd | 45,391 | $7.85M | 0.49% | +45,391 | New |
| Leonteq Securities AG | 45,821 | $7.92M | 1.10% | +32,085+233.6% | Added |
| Trust Co of Vermont | 45,898 | $7.94M | 0.43% | +581+1.3% | Added |
| New Mexico Educational Retirement Board | 46,047 | $7.96M | 0.28% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 46,145 | $7.98M | 0.13% | −50.0% | Reduced |
| PFG Investments, LLC | 46,686 | $8.07M | 0.58% | +2,586+5.9% | Added |
| United Capital Financial Advisers, LLC | 46,973 | $8.12M | 0.07% | −24,055−33.9% | Reduced |
| Guyasuta Investment Advisors Inc | 49,920 | $8.16M | 0.60% | −167−0.3% | Reduced |
| Brinker Capital Investments, LLC | 47,491 | $8.21M | 0.09% | −1,068−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 47,491 | $8.21M | 0.09% | −1,068−2.2% | Reduced |
| Nia Impact Advisors, LLC | 47,727 | $8.25M | 2.97% | −1,860−3.8% | Reduced |
| Cohen Capital Management, Inc. | 47,741 | $8.26M | 1.42% | +100+0.2% | Added |
| M&G Plc | 47,778 | $8.27M | 0.05% | −37,715−44.1% | Reduced |
| Courier Capital LLC | 47,822 | $8.27M | 0.66% | −30−0.1% | Reduced |
| Cutler Investment Counsel LLC | 47,910 | $8.29M | 1.13% | +120+0.3% | Added |
| Apollon Wealth Management, LLC | 48,288 | $8.35M | 0.25% | +167+0.3% | Added |
| RSM US Wealth Management LLC | 47,928 | $8.39M | 0.14% | +11,837+32.8% | Added |
| Farmers Trust Co | 48,633 | $8.41M | 1.71% | −587−1.2% | Reduced |
| Lynch & Associates | 48,860 | $8.45M | 1.90% | +2,381+5.1% | Added |