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 | 3,708 | $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 |
|---|---|---|---|---|---|
| Nichols & Pratt Advisers LLP | 8,158 | $1.41M | 0.10% | −40.0% | Reduced |
| Clarkston Capital Partners, LLC | 8,151 | $1.41M | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 8,147 | $1.41M | 0.17% | −272−3.2% | Reduced |
| Ancora Advisors, LLC | 8,132 | $1.41M | 0.03% | −82−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,113 | $1.40M | 0.14% | +294+3.8% | Added |
| Lake Street Financial LLC | 8,113 | $1.40M | 0.18% | −279−3.3% | Reduced |
| Relative Value Partners Group, LLC | 8,113 | $1.40M | 0.18% | −188−2.3% | Reduced |
| Massmutual Trust Co FSB | 8,093 | $1.40M | 0.04% | +1,513+23.0% | Added |
| Financial Advisory Service, Inc. | 8,041 | $1.39M | 0.12% | +65+0.8% | Added |
| Oder Investment Management, LLC | 8,038 | $1.39M | 1.26% | −69−0.9% | Reduced |
| Essex Savings Bank | 8,031 | $1.39M | 0.37% | −561−6.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,071 | $1.39M | 0.06% | −1,718−17.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.38M | 0.43% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,993 | $1.38M | 0.63% | −43−0.5% | Reduced |
| Perfromance Wealth Partners, LLC | 7,981 | $1.38M | 0.05% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 7,968 | $1.38M | 0.53% | +10.0% | Added |
| Summit Trail Advisors, LLC | 7,924 | $1.37M | 0.04% | +843+11.9% | Added |
| Moody National Bank Trust Division | 7,915 | $1.37M | 0.11% | +108+1.4% | Added |
| Aptus Capital Advisors, LLC | 7,911 | $1.37M | 0.03% | −367−4.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,907 | $1.37M | 0.21% | −616−7.2% | Reduced |
| Formidable Asset Management, LLC | 7,887 | $1.36M | 0.22% | +606+8.3% | Added |
| Means Investment Co., Inc. | 7,883 | $1.36M | 0.16% | +42+0.5% | Added |
| Founders Financial Alliance, LLC | 7,848 | $1.36M | 0.40% | +220+2.9% | Added |
| Capital City Trust Co | 7,798 | $1.35M | 0.37% | −662−7.8% | Reduced |
| Altfest L J & Co Inc | 7,786 | $1.35M | 0.18% | −1,299−14.3% | Reduced |
| Long Run Wealth Advisors, LLC | 7,775 | $1.34M | 0.34% | −103−1.3% | Reduced |
| Northern Financial Advisors Inc | 7,765 | $1.34M | 1.08% | +457+6.3% | Added |
| Waldron Private Wealth LLC | 7,751 | $1.34M | 0.06% | −490−5.9% | Reduced |
| Advisory Alpha, LLC | 7,748 | $1.34M | 0.05% | +65+0.8% | Added |
| Roanoke Asset Management Corp | 7,745 | $1.34M | 0.44% | −5−0.1% | Reduced |
| Exchange Bank | 7,727 | $1.34M | 1.14% | −50−0.6% | Reduced |
| DRW Securities, LLC | 7,685 | $1.33M | 0.08% | +7,685 | New |
| Pensionmark Financial Group, LLC | 7,709 | $1.33M | 0.08% | +7,709 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,708 | $1.33M | 0.15% | −3,405−30.6% | Reduced |
| Athena Investment Management | 7,661 | $1.32M | 0.80% | −5−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,661 | $1.32M | 0.32% | +5,333+229.1% | Added |
| Home Federal Bank of Tennessee | 7,656 | $1.32M | 0.40% | −16−0.2% | Reduced |
| Anchor Investment Management, LLC | 7,650 | $1.32M | 0.14% | −227−2.9% | Reduced |
| Arjuna Capital | 7,650 | $1.32M | 0.36% | +105+1.4% | Added |
| Weik Capital Management | 7,650 | $1.32M | 0.57% | −500−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 7,614 | $1.32M | 0.13% | −51−0.7% | Reduced |
| Aaron Wealth Advisors | 7,598 | $1.31M | 0.18% | −352−4.4% | Reduced |
| Symmetry Partners, LLC | 7,560 | $1.31M | 0.07% | −1,675−18.1% | Reduced |
| Seven Eight Capital, LP | 7,548 | $1.31M | 0.14% | +7,548 | New |
| Plancorp, LLC | 7,547 | $1.31M | 0.06% | +130+1.8% | Added |
| Caldwell Trust Co | 7,527 | $1.30M | 0.14% | +306+4.2% | Added |
| Whitener Capital Management, Inc. | 7,518 | $1.30M | 0.39% | −20.0% | Reduced |
| Teamwork Financial Advisors, LLC | 7,513 | $1.30M | 0.19% | +1,306+21.0% | Added |
| Mystic Asset Management, Inc. | 7,500 | $1.30M | 0.52% | +75+1.0% | Added |
| PBMares Wealth Management LLC | 7,498 | $1.30M | 0.32% | −110−1.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,482 | $1.29M | 0.33% | −3,177−29.8% | Reduced |
| Brave Asset Management Inc | 7,479 | $1.29M | 0.33% | 00.0% | Unchanged |
| Meridian Management Co | 7,467 | $1.29M | 0.35% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 7,456 | $1.29M | 0.88% | +1,028+16.0% | Added |
| Texas Yale Capital Corp. | 7,446 | $1.29M | 0.06% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 7,434 | $1.29M | 0.17% | +400+5.7% | Added |
| Balyasny Asset Management LLC | 7,422 | $1.28M | 0.00% | −35,691−82.8% | Reduced |
| Grove Bank & Trust | 7,415 | $1.28M | 0.21% | −15−0.2% | Reduced |
| Verition Fund Management LLC | 7,394 | $1.28M | 0.01% | +1,747+30.9% | Added |
| Range Financial Group LLC | 7,327 | $1.27M | 0.65% | +58+0.8% | Added |
| Parcion Private Wealth LLC | 7,317 | $1.27M | 0.12% | −165−2.2% | Reduced |
| Forum Financial Management, LP | 7,299 | $1.26M | 0.02% | −721−9.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,277 | $1.26M | 0.04% | +1,078+17.4% | Added |
| Hexagon Capital Partners LLC | 7,229 | $1.25M | 0.27% | −581−7.4% | Reduced |
| Warner Financial, Inc | 7,202 | $1.25M | 0.61% | +4+0.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,200 | $1.25M | 0.49% | −72−1.0% | Reduced |
| Jeppson Wealth Management, LLC | 7,192 | $1.24M | 0.47% | +494+7.4% | Added |
| IVC Wealth Advisors LLC | 7,191 | $1.24M | 0.70% | +293+4.2% | Added |
| Berkshire Asset Management LLC | 7,169 | $1.24M | 0.06% | −226−3.1% | Reduced |
| Alpha Cubed Investments, LLC | 7,165 | $1.24M | 0.06% | +2,535+54.8% | Added |
| First National Bank & Trust Co of Newtown | 7,117 | $1.23M | 0.25% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 7,095 | $1.23M | 0.18% | +5,457+333.2% | Added |
| Ridgewood Investments LLC | 7,072 | $1.22M | 0.61% | −84−1.2% | Reduced |
| BKM Wealth Management, LLC | 7,060 | $1.22M | 0.59% | −2,069−22.7% | Reduced |
| Genesee Capital Advisors, LLC | 7,053 | $1.22M | 0.60% | +4,487+174.9% | Added |
| Rossmore Private Capital | 7,015 | $1.21M | 0.16% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,006 | $1.21M | 0.06% | −473−6.3% | Reduced |
| Twin Focus Capital Partners, LLC | 7,000 | $1.21M | 0.19% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 6,996 | $1.21M | 0.85% | −5−0.1% | Reduced |
| Fairfield, Bush & Co. | 6,972 | $1.21M | 0.72% | +390+5.9% | Added |
| Oarsman Capital, Inc. | 6,963 | $1.20M | 0.27% | +3,250+87.5% | Added |
| North Star Asset Management Inc | 6,953 | $1.20M | 0.06% | +798+13.0% | Added |
| Northwest Bancshares, Inc. | 6,951 | $1.20M | 0.20% | −342−4.7% | Reduced |
| Thrive Wealth Management, LLC | 6,949 | $1.20M | 0.24% | +9+0.1% | Added |
| Atlas Brown,Inc. | 6,945 | $1.20M | 0.43% | +21+0.3% | Added |
| Marietta Investment Partners LLC | 6,926 | $1.20M | 0.26% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 6,913 | $1.20M | 0.92% | −19−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 6,885 | $1.19M | 0.61% | +694+11.2% | Added |
| Focus Financial Network, Inc. | 6,351 | $1.19M | 0.05% | +236+3.9% | Added |
| Global Financial Private Client, LLC | 6,879 | $1.19M | 0.50% | −18−0.3% | Reduced |
| Nilsine Partners, LLC | 6,874 | $1.19M | 0.16% | −245−3.4% | Reduced |
| Eisler Capital (UK) Ltd. | 6,871 | $1.19M | 0.39% | +2,793+68.5% | Added |
| Meridian Wealth Advisors, LLC | 6,860 | $1.19M | 0.21% | +1,121+19.5% | Added |
| MJP Associates Inc | 6,819 | $1.18M | 0.25% | −20−0.3% | Reduced |
| ROI Financial Advisors, LLC | 6,809 | $1.18M | 0.85% | +546+8.7% | Added |
| Advisor OS, LLC | 6,808 | $1.18M | 0.13% | −1,575−18.8% | Reduced |
| Westpac Banking Corp | 6,800 | $1.18M | 0.09% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 6,795 | $1.18M | 0.16% | +127+1.9% | Added |
| KG&L Capital Management,LLC | 6,757 | $1.17M | 0.40% | +4,377+183.9% | Added |
| Sunburst Financial Group, LLC | 6,713 | $1.16M | 0.31% | −110−1.6% | Reduced |