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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 944 | $165.9K | 0.04% | +9+1.0% | Added |
| Laffer Tengler Investments | 959 | $165.9K | 0.04% | +3+0.3% | Added |
| Iron Horse Wealth Management, LLC | 970 | $167.8K | 0.06% | +300+44.8% | Added |
| Lowe Wealth Advisors, LLC | 980 | $169.5K | 0.08% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 980 | $169.5K | 0.05% | 00.0% | Unchanged |
| Hoey Investments, Inc | 994 | $171.9K | 0.03% | −50−4.8% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $172.9K | 0.04% | −836−45.5% | Reduced |
| Knuff & Co LLC | 1,000 | $172.9K | 0.06% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,008 | $174.0K | 0.12% | +798+380.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,008 | $174.3K | 0.03% | +130+14.8% | Added |
| GW&K Investment Management, LLC | 1,014 | $175.0K | 0.00% | +52+5.4% | Added |
| NCP Inc. | 1,050 | $181.6K | 0.11% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 999 | $183.0K | 0.05% | +576+136.2% | Added |
| Union Heritage Capital, LLC | 1,070 | $185.1K | 0.07% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,096 | $189.6K | 0.08% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,100 | $190.2K | 0.06% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,132 | $195.8K | 0.12% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,132 | $195.8K | 0.07% | +72+6.8% | Added |
| Semmax Financial Advisors Inc. | 1,018 | $196.1K | 0.06% | +1+0.1% | Added |
| Vestor Capital, LLC | 1,140 | $197.0K | 0.02% | −350−23.5% | Reduced |
| Founders Capital Management | 1,150 | $198.9K | 0.13% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 1,159 | $200.4K | 0.67% | −92−7.4% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,160 | $200.5K | 0.15% | +12+1.0% | Added |
| EWG Elevate Inc. | 1,160 | $200.6K | 0.07% | −50−4.1% | Reduced |
| Richardson Financial Services Inc. | 1,160 | $200.6K | 0.14% | −215−15.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,161 | $200.8K | 0.08% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 1,072 | $200.9K | 0.05% | −259−19.5% | Reduced |
| Bernardo Wealth Planning LLC | 1,163 | $201.2K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,165 | $201.5K | 0.01% | +57+5.1% | Added |
| Luts & Greenleigh Group, Inc | 1,165 | $201.6K | 0.21% | +1,165 | New |
| Precedent Wealth Partners, LLC | 1,166 | $201.6K | 0.08% | −2,255−65.9% | Reduced |
| Intrepid Capital Management Inc | 1,168 | $202.0K | 0.13% | +1,168 | New |
| Goldstein Advisors, LLC | 1,170 | $202.4K | 0.03% | −8−0.7% | Reduced |
| Walker Asset Management, LLC | 1,171 | $202.5K | 0.14% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,172 | $202.7K | 0.06% | 00.0% | Unchanged |
| Ewa, LLC | 1,101 | $202.7K | 0.08% | +1,101 | New |
| Central Pacific Bank - Trust Division | 1,179 | $203.9K | 0.02% | −9−0.8% | Reduced |
| Biltmore Wealth Management, LLC | 1,188 | $205.5K | 0.09% | +1,188 | New |
| Keebeck Alpha, LP | 1,189 | $205.6K | 0.15% | +1,189 | New |
| Stone Point Wealth LLC | 1,193 | $206.3K | 0.07% | +50+4.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,199 | $207.0K | 0.17% | +2+0.2% | Added |
| Vishria Bird Financial Group, LLC | 1,194 | $207.0K | 0.09% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,200 | $207.5K | 0.10% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,202 | $207.9K | 0.02% | −880−42.3% | Reduced |
| Montchanin Asset Management, LLC | 1,200 | $208.0K | 0.20% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,204 | $208.2K | 0.05% | +12+1.0% | Added |
| Northern Oak Wealth Management Inc | 1,207 | $208.8K | 0.03% | −766−38.8% | Reduced |
| Schrum Private Wealth Management LLC | 1,208 | $208.9K | 0.19% | +11+0.9% | Added |
| IMS Capital Management | 1,067 | $209.2K | 0.10% | −123−10.3% | Reduced |
| Chemung Canal Trust Co | 1,210 | $209.3K | 0.04% | −104−7.9% | Reduced |
| Lincoln Capital Corp | 1,210 | $209.3K | 0.09% | +1,210 | New |
| Braun-Bostich & Associates Inc. | 1,210 | $209.3K | 0.16% | +1,210 | New |
| BancFirst Trust & Investment Management | 1,226 | $209.5K | 0.10% | +1,226 | New |
| Everpar Advisors LLC | 1,214 | $210.0K | 0.11% | +1,214 | New |
| Coston, McIsaac & Partners | 1,215 | $210.0K | 0.07% | −14−1.1% | Reduced |
| Hardin Capital Partners, LLC | 1,215 | $210.1K | 0.14% | +1,215 | New |
| RFP Financial Group LLC | 1,217 | $210.5K | 0.08% | +155+14.6% | Added |
| V2 Financial group LLC | 1,100 | $210.7K | 0.14% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 1,220 | $211.0K | 0.10% | +27+2.3% | Added |
| Goldstone Financial Group, LLC | 1,221 | $211.1K | 0.04% | +149+13.9% | Added |
| Johnson Bixby & Associates, LLC | 1,221 | $211.2K | 0.04% | −2−0.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,223 | $211.5K | 1.59% | −7,023−85.2% | Reduced |
| Liberty Capital Management, Inc. | 1,224 | $211.7K | 0.05% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,227 | $212.2K | 0.08% | +9+0.7% | Added |
| Retirement Guys Formula LLC | 1,229 | $212.5K | 0.10% | +1,229 | New |
| HHM Wealth Advisors, LLC | 1,233 | $213.2K | 0.03% | +132+12.0% | Added |
| Altus Wealth Group LLC | 1,234 | $213.5K | 0.11% | +36+3.0% | Added |
| GLOBALT Investments LLC | 1,235 | $213.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,236 | $213.8K | 0.02% | +496+67.0% | Added |
| SWMG, LLC | 1,236 | $213.8K | 0.10% | −196−13.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,244 | $215.0K | 0.03% | +1,244 | New |
| Thrive Capital Management, LLC | 1,245 | $215.4K | 0.10% | +191+18.1% | Added |
| Wade Financial Advisory, Inc | 1,246 | $215.5K | 0.08% | −30−2.4% | Reduced |
| NavPoint Financial, Inc. | 1,247 | $215.7K | 0.19% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 1,248 | $215.9K | 0.27% | +1+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,251 | $216.4K | 0.05% | +1,251 | New |
| Bordeaux Wealth Advisors LLC | 1,252 | $216.5K | 0.04% | +1,252 | New |
| Whelan Financial | 1,254 | $216.8K | 0.10% | −60−4.6% | Reduced |
| Fielder Capital Group LLC | 1,256 | $217.2K | 0.08% | −8−0.6% | Reduced |
| Secured Retirement Advisors, LLC | 1,260 | $217.8K | 0.17% | +1,260 | New |
| Fountainhead AM, LLC | 1,260 | $217.9K | 0.05% | +46+3.8% | Added |
| RVW Wealth, LLC | 1,262 | $218.2K | 0.02% | +100+8.6% | Added |
| Marathon Strategic Advisors, LLC | 1,262 | $218.3K | 0.26% | +1,262 | New |
| Fingerlakes Wealth Management, Inc. | 1,262 | $218.3K | 0.20% | +8+0.6% | Added |
| Waterloo Capital, L.P. | 1,264 | $218.6K | 0.03% | −370−22.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,269 | $219.5K | 0.09% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,270 | $219.7K | 0.05% | −206−14.0% | Reduced |
| Tucker Asset Management LLC | 1,273 | $220.2K | 0.05% | −16−1.2% | Reduced |
| Coppell Advisory Solutions LLC | 1,273 | $220.2K | 0.04% | +1,273 | New |
| Lockerman Financial Group, Inc. | 1,273 | $220.2K | 0.40% | +6+0.5% | Added |
| Hardy Reed LLC | 1,273 | $220.2K | 0.02% | +1,273 | New |
| Private Ocean, LLC | 1,275 | $220.4K | 0.02% | −14−1.1% | Reduced |
| Taylor Financial Group, Inc. | 1,275 | $220.5K | 0.17% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,275 | $220.5K | 0.19% | −282−18.1% | Reduced |
| LifeSteps Financial, Inc. | 1,281 | $221.5K | 0.18% | +3+0.2% | Added |
| Gateway Wealth Partners, LLC | 1,282 | $221.8K | 0.07% | −21−1.6% | Reduced |
| Paragon Capital Management Ltd | 1,283 | $222.0K | 0.04% | +2+0.2% | Added |
| Horizon Advisory Services, Inc. | 1,284 | $222.1K | 0.11% | 00.0% | Unchanged |
| Cim, LLC | 1,097 | $222.3K | 0.03% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,286 | $222.4K | 0.08% | 00.0% | Unchanged |