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 |
|---|---|---|---|---|---|
| Capital Advisors Wealth Management, LLC | 2,383 | $412.2K | 0.08% | +10+0.4% | Added |
| Future Financial Wealth Managment LLC | 2,391 | $413.5K | 0.36% | +3+0.1% | Added |
| Onefund, LLC | 2,395 | $414.2K | 0.45% | +40+1.7% | Added |
| Private Capital Management LLC | 2,396 | $414.4K | 0.08% | −220−8.4% | Reduced |
| Eagle Strategies LLC | 2,398 | $414.7K | 0.08% | +1,288+116.0% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $415.1K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,400 | $415.1K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,400 | $415.1K | 0.20% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $415.1K | 0.01% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,404 | $415.7K | 0.04% | +14+0.6% | Added |
| Monograph Wealth Advisors, LLC | 2,406 | $416.1K | 0.06% | −10,957−82.0% | Reduced |
| MBM Wealth Consultants, LLC | 2,359 | $416.2K | 0.14% | +19+0.8% | Added |
| CFM Wealth Partners LLC | 2,407 | $416.3K | 0.08% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,444 | $417.6K | 0.05% | −21−0.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,419 | $418.4K | 0.14% | −21−0.9% | Reduced |
| Beacon Capital Management, LLC | 2,421 | $418.7K | 0.08% | +10+0.4% | Added |
| Acorn Financial Advisory Services Inc | 2,423 | $419.0K | 0.08% | +6+0.2% | Added |
| Capstone Investment Advisors, LLC | 2,429 | $420.1K | 0.01% | +2,335+2,484.0% | Added |
| Brendel Financial Advisors LLC | 2,438 | $422.0K | 0.27% | +2,438 | New |
| Sinecera Capital, LLC | 2,441 | $422.2K | 0.58% | −3−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,443 | $422.5K | 0.05% | −175−6.7% | Reduced |
| Magnolia Capital Management Ltd | 2,457 | $425.0K | 0.36% | −180−6.8% | Reduced |
| Twin Capital Management Inc | 2,459 | $425.3K | 0.05% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,460 | $425.5K | 0.21% | +12+0.5% | Added |
| Per Stirling Capital Management, LLC. | 2,464 | $426.1K | 0.07% | −48−1.9% | Reduced |
| Coastline Trust Co | 2,465 | $426.3K | 0.05% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 2,466 | $426.5K | 0.20% | −37−1.5% | Reduced |
| D. Scott Neal, Inc. | 2,468 | $426.8K | 0.24% | −5−0.2% | Reduced |
| Tritonpoint Wealth, LLC | 2,470 | $427.1K | 0.04% | +129+5.5% | Added |
| Builder Investment Group Inc | 2,475 | $428.1K | 0.12% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,478 | $428.5K | 0.08% | −1,364−35.5% | Reduced |
| Ethos Financial Group, LLC | 2,482 | $429.0K | 0.08% | +211+9.3% | Added |
| New Potomac Partners, LLC | 2,485 | $429.8K | 0.23% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,494 | $431.0K | 0.01% | −4−0.2% | Reduced |
| Wayfinding Financial, LLC | 2,497 | $431.0K | 0.24% | −10−0.4% | Reduced |
| Armbruster Capital Management, Inc. | 2,500 | $432.4K | 0.09% | +56+2.3% | Added |
| WealthShield Partners, LLC | 2,503 | $432.8K | 0.07% | +113+4.7% | Added |
| United Asset Strategies, Inc. | 2,512 | $434.4K | 0.04% | +99+4.1% | Added |
| Pacific Global Investment Management CO | 2,513 | $434.6K | 0.08% | −15−0.6% | Reduced |
| Pegasus Asset Management, Inc. | 2,514 | $434.8K | 0.17% | −30−1.2% | Reduced |
| LM Advisors LLC | 2,520 | $436.0K | 0.00% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,523 | $436.4K | 0.21% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,533 | $438.1K | 0.17% | +20+0.8% | Added |
| Visionary Wealth Advisors | 2,534 | $438.2K | 0.03% | −90−3.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,539 | $439.1K | 0.09% | +39+1.6% | Added |
| FCG Investment Co | 2,541 | $439.5K | 0.33% | −10−0.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,542 | $439.6K | 0.11% | −312−10.9% | Reduced |
| Gradient Investments LLC | 2,545 | $440.2K | 0.01% | +867+51.7% | Added |
| Francis Financial, Inc. | 2,548 | $440.7K | 0.13% | +90+3.7% | Added |
| Boyd Watterson Asset Management LLC | 2,552 | $441.3K | 0.13% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,552 | $441.4K | 0.34% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,562 | $443.0K | 0.07% | +5+0.2% | Added |
| Cookson Peirce & Co Inc | 2,562 | $443.1K | 0.02% | +2,562 | New |
| Chatham Capital Group, Inc. | 2,565 | $443.6K | 0.08% | 00.0% | Unchanged |
| Davidson Trust Co | 2,567 | $444.0K | 0.31% | −878−25.5% | Reduced |
| Burns J W & Co Inc | 2,571 | $444.7K | 0.06% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,571 | $444.7K | 0.14% | −79−3.0% | Reduced |
| Fenimore Asset Management Inc | 2,573 | $445.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,213 | $446.0K | 0.03% | −1,158−34.4% | Reduced |
| Orion Capital Management LLC | 2,579 | $446.0K | 0.23% | −300−10.4% | Reduced |
| Doheny Asset Management | 2,585 | $447.0K | 0.32% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,586 | $447.3K | 0.07% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,589 | $447.8K | 0.26% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,591 | $448.0K | 0.05% | −723−21.8% | Reduced |
| Engineers Gate Manager LP | 2,596 | $449.0K | 0.01% | +2,596 | New |
| CKW Financial Group | 2,564 | $449.0K | 0.06% | +15+0.6% | Added |
| Tortoise Investment Management, LLC | 2,599 | $449.5K | 0.05% | +10.0% | Added |
| HTLF Bank | 2,606 | $450.7K | 0.05% | −300−10.3% | Reduced |
| Woodmont Investment Counsel LLC | 2,612 | $451.7K | 0.04% | +205+8.5% | Added |
| Gryphon Financial Partners LLC | 2,630 | $454.8K | 0.07% | +97+3.8% | Added |
| Aire Advisors, LLC | 2,640 | $456.5K | 0.10% | +926+54.0% | Added |
| Autumn Glory Partners, LLC | 2,640 | $456.6K | 0.23% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,650 | $458.4K | 0.03% | −8−0.3% | Reduced |
| Centric Wealth Management | 2,398 | $459.8K | 0.13% | +492+25.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,660 | $460.1K | 0.05% | +253+10.5% | Added |
| Spirit of America Management Corp | 2,668 | $461.4K | 0.09% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,668 | $461.5K | 0.26% | +568+27.0% | Added |
| Opal Wealth Advisors, LLC | 2,670 | $461.8K | 0.15% | −252−8.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,671 | $462.0K | 0.23% | −572−17.6% | Reduced |
| Lakeside Advisors, INC. | 2,675 | $462.6K | 0.30% | 00.0% | Unchanged |
| MWA Asset Management | 2,682 | $463.9K | 0.33% | −21−0.8% | Reduced |
| Barrett & Company, Inc. | 2,683 | $464.1K | 0.21% | +6+0.2% | Added |
| Cromwell Holdings LLC | 2,694 | $465.9K | 0.28% | +2,694 | New |
| Eagle Capital Management LLC | 2,700 | $467.0K | 0.00% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,706 | $468.1K | 0.14% | +2,706 | New |
| Weaver Consulting Group | 2,711 | $468.9K | 0.16% | −100−3.6% | Reduced |
| Country Trust Bank | 2,713 | $469.2K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,713 | $469.2K | 0.06% | +210+8.4% | Added |
| TriaGen Wealth Management LLC | 2,719 | $470.3K | 0.18% | +89+3.4% | Added |
| Beck Mack & Oliver LLC | 2,722 | $470.8K | 0.01% | +165+6.5% | Added |
| Sapient Capital LLC | 2,725 | $471.3K | 0.01% | +44+1.6% | Added |
| Optimum Investment Advisors | 2,726 | $471.5K | 0.21% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,727 | $471.6K | 0.44% | −575−17.4% | Reduced |
| Fruth Investment Management | 2,747 | $475.0K | 0.13% | −50−1.8% | Reduced |
| Howard Capital Management Group, LLC | 2,761 | $477.5K | 0.04% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 2,762 | $477.7K | 0.30% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,773 | $479.7K | 0.15% | −90−3.1% | Reduced |
| Curbstone Financial Management Corp | 2,774 | $479.8K | 0.10% | 00.0% | Unchanged |
| Guardian Investment Management | 2,775 | $479.9K | 0.35% | −300−9.8% | Reduced |
| Angeles Wealth Management, LLC | 2,785 | $481.7K | 0.05% | −24−0.9% | Reduced |