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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 14,469 | $2.50M | 0.07% | +89+0.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 14,469 | $2.50M | 0.12% | −7,584−34.4% | Reduced |
| Simmons Bank | 14,467 | $2.50M | 0.19% | −308−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 14,462 | $2.50M | 0.21% | −565−3.8% | Reduced |
| Park National Corp | 14,433 | $2.50M | 0.09% | −1,128−7.2% | Reduced |
| Webster Bank, N. A. | 14,411 | $2.49M | 0.27% | +7,471+107.7% | Added |
| Valley National Advisers Inc | 14,394 | $2.49M | 0.37% | +11,122+339.9% | Added |
| Keel Point, LLC | 13,018 | $2.49M | 0.22% | −745−5.4% | Reduced |
| Madden Securities Corp | 14,375 | $2.49M | 1.10% | +14,375 | New |
| Signet Investment Advisory Group, Inc. | 14,310 | $2.47M | 1.33% | −150−1.0% | Reduced |
| Cornerstone Advisors, LLC | 14,300 | $2.47M | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14,287 | $2.47M | 0.11% | +138+1.0% | Added |
| Alliance Wealth Advisors, LLC | 14,233 | $2.46M | 0.72% | +99+0.7% | Added |
| Park Circle Co | 14,200 | $2.46M | 2.42% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 15,094 | $2.43M | 0.32% | +365+2.5% | Added |
| Lynch Asset Management, Inc. | 14,050 | $2.43M | 1.04% | 00.0% | Unchanged |
| Wealth Effects LLC | 14,011 | $2.42M | 0.88% | −135−1.0% | Reduced |
| Leavell Investment Management, Inc. | 13,981 | $2.42M | 0.13% | +1,293+10.2% | Added |
| Excalibur Management Corp | 13,962 | $2.41M | 0.98% | +659+5.0% | Added |
| Chilton Capital Management LLC | 13,909 | $2.41M | 0.11% | +950+7.3% | Added |
| Kovack Advisors, Inc. | 13,842 | $2.39M | 0.26% | +5,190+60.0% | Added |
| Choate Investment Advisors | 13,834 | $2.39M | 0.06% | +2,154+18.4% | Added |
| Cladis Investment Advisory, LLC | 13,810 | $2.39M | 1.73% | −45−0.3% | Reduced |
| Spire Wealth Management | 13,805 | $2.39M | 0.08% | −1,804−11.6% | Reduced |
| Jupiter Asset Management Ltd | 13,632 | $2.36M | 0.02% | −3,098−18.5% | Reduced |
| Plato Investment Management Ltd | 13,630 | $2.36M | 0.22% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,542 | $2.33M | 0.02% | +488+4.0% | Added |
| Corrado Advisors, LLC | 13,473 | $2.33M | 1.51% | −624−4.4% | Reduced |
| Valeo Financial Advisors, LLC | 13,448 | $2.33M | 0.07% | +283+2.1% | Added |
| Vaughan David Investments LLC | 13,434 | $2.32M | 0.06% | +370+2.8% | Added |
| Atlas Capital Advisors LLC | 13,318 | $2.30M | 0.30% | −3,750−22.0% | Reduced |
| International Assets Investment Management, LLC | 13,296 | $2.30M | 0.22% | +1,737+15.0% | Added |
| Ballentine Partners, LLC | 13,264 | $2.29M | 0.04% | −1,103−7.7% | Reduced |
| Citizens & Northern Corp | 13,261 | $2.29M | 0.72% | −424−3.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,200 | $2.28M | 1.47% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 13,196 | $2.28M | 0.62% | +18+0.1% | Added |
| Lee Danner & Bass Inc | 13,197 | $2.28M | 0.18% | +13,197 | New |
| CIC Wealth, LLC | 13,183 | $2.28M | 0.63% | +406+3.2% | Added |
| RWWM, Inc. | 13,141 | $2.27M | 0.25% | −892−6.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,118 | $2.27M | 0.12% | −1,382−9.5% | Reduced |
| Green Alpha Advisors, LLC | 13,098 | $2.27M | 1.82% | −2,468−15.9% | Reduced |
| Washington Trust Co | 13,094 | $2.26M | 0.08% | −40.0% | Reduced |
| Charles Schwab Trust Co | 13,093 | $2.26M | 0.21% | +11,320+638.5% | Added |
| Lowe Brockenbrough & Co Inc | 13,063 | $2.26M | 0.15% | −140−1.1% | Reduced |
| KKM Financial LLC | 13,110 | $2.26M | 1.07% | +265+2.1% | Added |
| Little House Capital LLC | 13,032 | $2.25M | 0.70% | +1,139+9.6% | Added |
| Garner Asset Management Corp | 12,970 | $2.24M | 1.09% | +673+5.5% | Added |
| Wagner Wealth Management, LLC | 12,962 | $2.24M | 0.67% | −3,098−19.3% | Reduced |
| Round Rock Advisors, LLC | 12,944 | $2.24M | 0.55% | −381−2.9% | Reduced |
| Ledyard National Bank | 12,903 | $2.23M | 0.22% | +2,273+21.4% | Added |
| Griffin Asset Management, Inc. | 12,878 | $2.23M | 0.26% | +9+0.1% | Added |
| Group One Trading, L.P. | 12,859 | $2.22M | 0.07% | −420−3.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,852 | $2.22M | 0.07% | +286+2.3% | Added |
| Vise Technologies, Inc. | 12,822 | $2.22M | 0.39% | +34+0.3% | Added |
| Bright Futures Wealth Management, LLC. | 11,705 | $2.21M | 1.20% | −210−1.8% | Reduced |
| TFC Financial Management | 12,775 | $2.21M | 0.39% | −266−2.0% | Reduced |
| Slagle Financial, LLC | 12,755 | $2.21M | 1.13% | +618+5.1% | Added |
| Evergreen Capital Management LLC | 12,687 | $2.19M | 0.08% | +1,768+16.2% | Added |
| Essex LLC | 12,685 | $2.19M | 0.49% | −13−0.1% | Reduced |
| Forza Wealth Management, LLC | 12,665 | $2.19M | 1.13% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 12,602 | $2.18M | 0.05% | −1,643−11.5% | Reduced |
| Brown Miller Wealth Management, LLC | 12,600 | $2.18M | 0.91% | −156−1.2% | Reduced |
| Private Capital Management, LLC | 12,577 | $2.18M | 0.26% | 00.0% | Unchanged |
| Cypress Capital, LLC | 12,514 | $2.16M | 0.59% | +164+1.3% | Added |
| Intrust Bank NA | 12,497 | $2.16M | 0.23% | +19+0.2% | Added |
| Old National Bancorp | 12,472 | $2.16M | 0.05% | −3,354−21.2% | Reduced |
| Hudock, Inc. | 12,450 | $2.15M | 0.40% | −103−0.8% | Reduced |
| Bridges Investment Management Inc | 12,438 | $2.15M | 0.03% | +3,936+46.3% | Added |
| Ascent Group, LLC | 12,308 | $2.13M | 0.17% | −3,314−21.2% | Reduced |
| Congress Wealth Management LLC | 12,253 | $2.12M | 0.03% | +129+1.1% | Added |
| Impax Asset Management Group plc | 12,176 | $2.11M | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12,104 | $2.09M | 0.19% | +571+5.0% | Added |
| Culbertson A N & Co Inc | 12,080 | $2.09M | 0.36% | −225−1.8% | Reduced |
| Optimist Retirement Group LLC | 12,053 | $2.08M | 1.10% | −521−4.1% | Reduced |
| Csenge Advisory Group | 12,028 | $2.08M | 0.12% | −303−2.5% | Reduced |
| O'Rourke & Company, Inc | 12,029 | $2.08M | 1.17% | +21+0.2% | Added |
| Gratus Capital LLC | 12,019 | $2.08M | 0.08% | +877+7.9% | Added |
| Pensionfund Sabic | 12,000 | $2.08M | 0.61% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 11,962 | $2.07M | 0.04% | +5,849+95.7% | Added |
| Lantz Financial LLC | 11,935 | $2.06M | 0.64% | +107+0.9% | Added |
| Portside Wealth Group, LLC | 11,934 | $2.06M | 0.39% | −469−3.8% | Reduced |
| Gifford Fong Associates | 11,900 | $2.06M | 0.55% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 11,889 | $2.06M | 0.55% | +240+2.1% | Added |
| Tobam | 11,816 | $2.04M | 0.32% | +6,807+135.9% | Added |
| Private Trust Co NA | 11,802 | $2.04M | 0.22% | −752−6.0% | Reduced |
| Diversify Wealth Management, LLC | 11,130 | $2.04M | 0.25% | +11,130 | New |
| Zuckerman Investment Group, LLC | 11,760 | $2.03M | 0.24% | −100−0.8% | Reduced |
| Peloton Wealth Strategists | 11,752 | $2.03M | 0.84% | −13−0.1% | Reduced |
| Founders Financial Securities LLC | 11,751 | $2.03M | 0.19% | +1,091+10.2% | Added |
| Compass Ion Advisors, LLC | 10,626 | $2.03M | 0.29% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,729 | $2.03M | 0.42% | +11,729 | New |
| Allegheny Financial Group LTD | 11,728 | $2.03M | 0.58% | +616+5.5% | Added |
| Cary Street Partners Asset Management LLC | 11,688 | $2.02M | 0.30% | +135+1.2% | Added |
| MONECO Advisors, LLC | 11,686 | $2.02M | 0.30% | +185+1.6% | Added |
| Aries Wealth Management | 11,637 | $2.01M | 0.63% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 11,603 | $2.01M | 0.93% | −2,255−16.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,588 | $2.00M | 0.09% | +501+4.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,570 | $2.00M | 0.33% | −10.0% | Reduced |
| Los Angeles Capital Management LLC | 11,525 | $1.99M | 0.01% | −193,184−94.4% | Reduced |
| Ofi Invest Asset Management | 12,312 | $1.99M | 0.05% | −15,648−56.0% | Reduced |