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 |
|---|---|---|---|---|---|
| Palisade Capital Management LLC | 1,892 | $327.2K | 0.01% | +150+8.6% | Added |
| Calamos Wealth Management LLC | 1,893 | $327.4K | 0.02% | +786+71.0% | Added |
| Capital Counsel LLC | 1,900 | $328.6K | 0.01% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,901 | $328.8K | 0.27% | 00.0% | Unchanged |
| Stevard, LLC | 1,903 | $329.1K | 0.28% | +200+11.7% | Added |
| Lyell Wealth Management, LP | 1,906 | $329.6K | 0.03% | −51−2.6% | Reduced |
| Riverview Trust Co | 1,908 | $330.0K | 0.31% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,885 | $330.1K | 0.10% | −240−11.3% | Reduced |
| Pasadena Private Wealth, LLC | 1,918 | $331.7K | 0.08% | −890−31.7% | Reduced |
| Fagan Associates, Inc. | 1,920 | $332.1K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,928 | $333.4K | 0.03% | −577−23.0% | Reduced |
| Clear Harbor Asset Management, LLC | 1,928 | $333.4K | 0.03% | +25+1.3% | Added |
| S. R. Schill & Associates | 1,931 | $334.0K | 0.15% | −3,000−60.8% | Reduced |
| Concord Wealth Partners | 1,937 | $334.9K | 0.06% | −124−6.0% | Reduced |
| Enterprise Bank & Trust Co | 1,944 | $336.2K | 0.11% | +33+1.7% | Added |
| Rosenberg Matthew Hamilton | 1,920 | $336.3K | 0.10% | 00.0% | Unchanged |
| W Advisors, LLC | 1,947 | $336.7K | 0.22% | +14+0.7% | Added |
| Childress Capital Advisors, LLC | 1,952 | $337.5K | 0.10% | −118−5.7% | Reduced |
| McIlrath & Eck, LLC | 1,953 | $337.8K | 0.05% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,958 | $338.7K | 0.01% | +95+5.1% | Added |
| Prentiss Smith & Co Inc | 1,960 | $339.0K | 0.24% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,960 | $339.1K | 0.17% | +212+12.1% | Added |
| Global Trust Asset Management, LLC | 1,961 | $339.1K | 0.14% | 00.0% | Unchanged |
| Human Investing LLC | 1,963 | $339.5K | 0.07% | −557−22.1% | Reduced |
| Whalerock Point Partners, LLC | 1,966 | $340.0K | 0.09% | +40+2.1% | Added |
| Great Diamond Partners, LLC | 1,967 | $340.2K | 0.08% | −109−5.3% | Reduced |
| Passumpsic Savings Bank | 1,971 | $340.9K | 0.24% | +223+12.8% | Added |
| Meridian Financial Partners LLC | 1,841 | $341.0K | 0.20% | +1,841 | New |
| Lazari Capital Management, Inc. | 1,973 | $341.2K | 0.15% | +174+9.7% | Added |
| Phoenix Wealth Advisors | 1,978 | $342.1K | 0.17% | +13+0.7% | Added |
| Quantum Financial Advisors, LLC | 1,980 | $342.5K | 0.06% | 00.0% | Unchanged |
| L.M. Kohn & Company | 1,983 | $343.0K | 0.09% | −291−12.8% | Reduced |
| BOS Asset Management, LLC | 1,984 | $343.1K | 0.16% | −35−1.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,984 | $343.1K | 0.06% | −81−3.9% | Reduced |
| Ambassador Advisors, LLC | 1,984 | $343.2K | 0.06% | −19−0.9% | Reduced |
| Narus Financial Partners, LLC | 1,986 | $343.4K | 0.14% | +7+0.4% | Added |
| Financial Advisors, LLC | 1,986 | $343.5K | 0.07% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 1,987 | $343.6K | 0.06% | −199−9.1% | Reduced |
| Merriman Wealth Management, LLC | 1,991 | $344.3K | 0.02% | +231+13.1% | Added |
| Washington Trust Bank | 1,998 | $345.6K | 0.03% | −1,634−45.0% | Reduced |
| Inspire Advisors, LLC | 1,998 | $345.6K | 0.05% | −60−2.9% | Reduced |
| Ellenbecker Investment Group | 2,003 | $346.5K | 0.07% | −65−3.1% | Reduced |
| Ergawealth Advisors, Inc. | 2,004 | $346.5K | 0.19% | −46−2.2% | Reduced |
| Carolina Wealth Advisors, LLC | 2,008 | $347.3K | 0.17% | +348+21.0% | Added |
| Paulson Wealth Management Inc. | 2,009 | $347.5K | 0.10% | −57−2.8% | Reduced |
| PSI Advisors, LLC | 2,010 | $347.6K | 0.11% | +2+0.1% | Added |
| Hyperion Partners, LLC | 2,014 | $348.4K | 0.25% | +9+0.4% | Added |
| Private Wealth Strategies, L.L.C. | 2,015 | $348.4K | 0.07% | +19+1.0% | Added |
| Humankind Investments LLC | 2,015 | $348.5K | 0.09% | −132−6.1% | Reduced |
| Nadler Financial Group, Inc. | 2,015 | $348.5K | 0.04% | −95−4.5% | Reduced |
| Union Savings Bank | 2,019 | $349.2K | 0.18% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 2,027 | $350.7K | 0.04% | +2+0.1% | Added |
| Values Added Financial LLC | 2,030 | $351.1K | 0.25% | +105+5.5% | Added |
| Tower Wealth Partners, Inc. | 2,031 | $351.3K | 0.22% | −10−0.5% | Reduced |
| Ariadne Wealth Management, LP | 2,031 | $351.3K | 0.31% | +2,031 | New |
| Cerro Pacific Wealth Advisors LLC | 2,035 | $351.9K | 0.13% | +2,035 | New |
| Beacon Financial Group | 2,035 | $352.0K | 0.04% | +134+7.0% | Added |
| McGuire Investment Group, LLC | 2,036 | $352.1K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $352.1K | 0.03% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,036 | $352.2K | 0.20% | −107−5.0% | Reduced |
| Systematic Alpha Investments, LLC | 2,040 | $352.8K | 0.01% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,041 | $352.9K | 0.18% | +303+17.4% | Added |
| Hummer Financial Advisory Services Inc | 2,041 | $353.0K | 0.31% | −61−2.9% | Reduced |
| Sepio Capital, LP | 2,041 | $353.0K | 0.03% | −203−9.0% | Reduced |
| Shotwell Rutter Baer Inc | 2,002 | $353.2K | 0.31% | +3+0.2% | Added |
| Mattern Wealth Management LLC | 2,043 | $353.3K | 0.08% | −50−2.4% | Reduced |
| Saturna Capital CORP | 2,043 | $353.3K | 0.00% | +2,043 | New |
| McGowan Group Asset Management, Inc. | 2,044 | $353.5K | 0.05% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,045 | $353.7K | 0.34% | −235−10.3% | Reduced |
| KPP Advisory Services LLC | 2,047 | $354.0K | 0.09% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 2,051 | $354.7K | 0.27% | +14+0.7% | Added |
| Chelsea Counsel Co | 2,055 | $355.4K | 0.18% | 00.0% | Unchanged |
| FIL Ltd | 2,059 | $356.1K | 0.00% | −78−3.6% | Reduced |
| Moseley Investment Management Inc | 2,059 | $356.2K | 0.17% | +46+2.3% | Added |
| Summit Global Investments | 2,079 | $359.0K | 0.02% | +107+5.4% | Added |
| Marietta Wealth Management, LLC | 2,076 | $359.0K | 0.06% | 00.0% | Unchanged |
| Destination Wealth Management | 2,077 | $359.2K | 0.01% | −133−6.0% | Reduced |
| Alliance Wealth Management Group | 2,077 | $359.3K | 0.10% | 00.0% | Unchanged |
| CAP Partners, LLC | 2,087 | $360.9K | 0.29% | +76+3.8% | Added |
| Key Financial Inc | 2,087 | $360.9K | 0.09% | 00.0% | Unchanged |
| Syverson Strege & Co | 2,094 | $362.1K | 0.12% | +6+0.3% | Added |
| Clarus Wealth Advisors | 2,037 | $362.3K | 0.19% | +328+19.2% | Added |
| Evanson Asset Management, LLC | 2,097 | $362.7K | 0.03% | +5+0.2% | Added |
| Cohen & Steers, Inc. | 2,097 | $363.0K | 0.00% | −39−1.8% | Reduced |
| Duff & Phelps Investment Management Co | 2,099 | $363.0K | 0.00% | −8,440−80.1% | Reduced |
| Peak Asset Management, LLC | 2,101 | $363.4K | 0.07% | −70−3.2% | Reduced |
| Versor Investments LP | 2,103 | $363.7K | 0.07% | +2,103 | New |
| Foster Victor Wealth Advisors, LLC | 1,961 | $364.4K | 0.03% | −30−1.5% | Reduced |
| Secure Asset Management, LLC | 2,110 | $364.9K | 0.07% | +352+20.0% | Added |
| Retirement Investment Advisors, Inc. | 2,112 | $365.3K | 0.04% | +2,112 | New |
| Badgley Phelps Wealth Managers, LLC | 2,119 | $366.5K | 0.01% | +27+1.3% | Added |
| Fiduciary Financial Group, LLC | 1,976 | $367.2K | 0.09% | +1,976 | New |
| Bremer Bank National Association | 2,124 | $367.3K | 0.07% | +382+21.9% | Added |
| Glass Wealth Management Co LLC | 2,125 | $367.5K | 0.21% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,125 | $367.5K | 0.04% | +51+2.5% | Added |
| Financial Management Network Inc | 2,089 | $367.7K | 0.09% | +6+0.3% | Added |
| Smith Chas P & Associates Pa Cpas | 2,126 | $367.8K | 0.02% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 2,126 | $367.8K | 0.02% | +2,126 | New |
| Tealwood Asset Management Inc | 2,125 | $368.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,132 | $368.7K | 0.11% | +13+0.6% | Added |