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 |
|---|---|---|---|---|---|
| Coco Enterprises, LLC | 6,097 | $1.16M | 0.79% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 6,706 | $1.16M | 0.61% | −818−10.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,703 | $1.16M | 0.23% | −168−2.4% | Reduced |
| Albion Financial Group | 6,694 | $1.16M | 0.09% | −21−0.3% | Reduced |
| Laurel Wealth Advisors LLC | 6,692 | $1.16M | 0.20% | +23+0.3% | Added |
| Quadrant Capital Group LLC | 6,662 | $1.15M | 0.09% | +309+4.9% | Added |
| Monetary Management Group Inc | 6,657 | $1.15M | 0.30% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 6,653 | $1.15M | 0.32% | −92−1.4% | Reduced |
| Graham Capital Management, L.P. | 6,636 | $1.15M | 0.04% | −13,364−66.8% | Reduced |
| Invst, LLC | 6,551 | $1.15M | 0.13% | +33+0.5% | Added |
| Papp L Roy & Associates | 6,630 | $1.15M | 0.14% | +60+0.9% | Added |
| Northeast Investment Management | 6,622 | $1.15M | 0.05% | −26−0.4% | Reduced |
| Citizens National Bank Trust Department | 6,615 | $1.14M | 0.25% | +95+1.5% | Added |
| Paragon Private Wealth Management, LLC | 6,602 | $1.14M | 0.65% | +690+11.7% | Added |
| Tradition Wealth Management, LLC | 6,592 | $1.14M | 0.11% | −481−6.8% | Reduced |
| CX Institutional | 6,589 | $1.14M | 0.05% | +77+1.2% | Added |
| TrinityPoint Wealth, LLC | 6,585 | $1.14M | 0.18% | +7+0.1% | Added |
| Etesian Wealth Advisors, Inc. | 6,564 | $1.14M | 0.64% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,560 | $1.13M | 0.61% | 00.0% | Unchanged |
| Oak Associates, Ltd | 6,546 | $1.13M | 0.08% | +4+0.1% | Added |
| BSW Wealth Partners | 6,542 | $1.13M | 0.19% | −1,316−16.7% | Reduced |
| Manchester Capital Management LLC | 6,532 | $1.13M | 0.14% | +137+2.1% | Added |
| Selective Wealth Management, Inc. | 6,400 | $1.13M | 0.50% | −20−0.3% | Reduced |
| TRUE Private Wealth Advisors | 6,527 | $1.13M | 0.13% | +80+1.2% | Added |
| Salem Investment Counselors Inc | 6,499 | $1.12M | 0.04% | −122−1.8% | Reduced |
| Lion Street Advisors, LLC | 6,483 | $1.12M | 0.42% | −30.0% | Reduced |
| BNP Paribas | 6,480 | $1.12M | 0.06% | +99+1.6% | Added |
| Impact Partnership Wealth, LLC | 6,473 | $1.12M | 0.29% | +1,772+37.7% | Added |
| TCI Wealth Advisors, Inc. | 6,462 | $1.12M | 0.11% | −328−4.8% | Reduced |
| Broadwater Capital Management LLC | 6,455 | $1.12M | 0.86% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 6,407 | $1.11M | 0.79% | +1,645+34.5% | Added |
| JBR Co Financial Management Inc | 6,404 | $1.11M | 0.78% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,400 | $1.11M | 0.08% | +6,400 | New |
| Roffman Miller Associates Inc | 6,392 | $1.11M | 0.07% | +613+10.6% | Added |
| Dividend Assets Capital, LLC | 6,389 | $1.10M | 0.23% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,389 | $1.10M | 0.08% | −183−2.8% | Reduced |
| Simon Quick Advisors, LLC | 6,379 | $1.10M | 0.08% | +109+1.7% | Added |
| TKG Advisors, LLC | 6,354 | $1.10M | 0.60% | +6,354 | New |
| Legacy Financial Advisors, Inc. | 6,351 | $1.10M | 0.20% | +135+2.2% | Added |
| Pinnacle West Asset Management, Inc. | 6,310 | $1.09M | 0.85% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 6,305 | $1.09M | 0.31% | −6,301−50.0% | Reduced |
| Two Sigma Investments, LP | 6,290 | $1.09M | 0.00% | −4,310−40.7% | Reduced |
| Register Financial Advisors LLC | 6,282 | $1.09M | 0.55% | +781+14.2% | Added |
| Blue Edge Capital, LLC | 6,269 | $1.08M | 0.18% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 6,088 | $1.08M | 0.55% | +86+1.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,251 | $1.08M | 0.63% | −27−0.4% | Reduced |
| Boston Financial Mangement LLC | 6,248 | $1.08M | 0.03% | −171−2.7% | Reduced |
| First County Bank | 6,248 | $1.08M | 0.56% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,238 | $1.08M | 0.01% | −240−3.7% | Reduced |
| PFG Advisors | 6,218 | $1.08M | 0.07% | +589+10.5% | Added |
| Winthrop Advisory Group LLC | 6,215 | $1.07M | 0.15% | +761+14.0% | Added |
| Mayflower Financial Advisors, LLC | 6,209 | $1.07M | 0.18% | −1,595−20.4% | Reduced |
| M. Kraus & Co | 6,202 | $1.07M | 0.33% | −200−3.1% | Reduced |
| WoodTrust Financial Corp | 6,189 | $1.07M | 0.17% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,183 | $1.07M | 0.20% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,049 | $1.07M | 0.06% | −252−4.0% | Reduced |
| Trustco Bank Corp N Y | 6,154 | $1.06M | 1.13% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 6,094 | $1.05M | 0.41% | −3,230−34.6% | Reduced |
| S.E.E.D. Planning Group LLC | 6,084 | $1.05M | 0.38% | −5,436−47.2% | Reduced |
| Equitable Trust Co | 6,078 | $1.05M | 0.07% | −152−2.4% | Reduced |
| Tranquility Partners, LLC | 6,075 | $1.05M | 0.40% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,071 | $1.05M | 0.20% | −245−3.9% | Reduced |
| GeoWealth Management, LLC | 6,039 | $1.04M | 0.05% | −381−5.9% | Reduced |
| Burt Wealth Advisors | 6,031 | $1.04M | 0.27% | −194−3.1% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $1.04M | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,013 | $1.04M | 0.11% | −193−3.1% | Reduced |
| Heritage Trust Co | 6,001 | $1.04M | 0.14% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,997 | $1.04M | 0.18% | +5,997 | New |
| Norden Group LLC | 5,997 | $1.04M | 0.21% | +117+2.0% | Added |
| Obsidian Personal Planning Solutions LLC | 5,988 | $1.04M | 0.63% | −95−1.6% | Reduced |
| LS Investment Advisors, LLC | 5,985 | $1.04M | 0.16% | −730−10.9% | Reduced |
| Cascade Investment Group, Inc. | 5,980 | $1.03M | 0.81% | −561−8.6% | Reduced |
| Tradewinds, LLC. | 5,980 | $1.03M | 0.32% | +5,980 | New |
| Dover Advisors, LLC | 5,966 | $1.03M | 0.64% | +4,115+222.3% | Added |
| Blueshift Asset Management, LLC | 5,964 | $1.03M | 0.35% | +2,620+78.3% | Added |
| Gateway Investment Advisers LLC | 5,960 | $1.03M | 0.01% | −100−1.7% | Reduced |
| AdvisorNet Financial, Inc | 5,955 | $1.03M | 0.09% | −42−0.7% | Reduced |
| San Luis Wealth Advisors LLC | 5,951 | $1.03M | 0.25% | +5,951 | New |
| Wealth Alliance | 5,945 | $1.03M | 0.13% | +245+4.3% | Added |
| TBH Global Asset Management, LLC | 5,931 | $1.03M | 0.23% | −674−10.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,837 | $1.01M | 0.35% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,831 | $1.01M | 0.78% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,826 | $1.01M | 0.13% | +1,365+30.6% | Added |
| Stablepoint Partners, LLC | 5,252 | $1.01M | 0.19% | +368+7.5% | Added |
| Aspen Investment Management Inc | 5,803 | $1.00M | 0.50% | −2,746−32.1% | Reduced |
| Cobblestone Capital Advisors LLC | 5,798 | $1.00M | 0.06% | −393−6.3% | Reduced |
| Heartwood Wealth Advisors LLC | 5,791 | $1.00M | 0.12% | +48+0.8% | Added |
| Cable Hill Partners, LLC | 5,790 | $1.00M | 0.11% | +5,790 | New |
| Summit Asset Management, LLC | 5,769 | $997.7K | 0.21% | −250−4.2% | Reduced |
| apricus wealth, LLC | 5,758 | $995.8K | 0.71% | +1,538+36.4% | Added |
| Coastal Bridge Advisors, LLC | 5,732 | $991.4K | 0.25% | +20+0.4% | Added |
| Cross Staff Investments Inc | 5,704 | $986.5K | 0.82% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,696 | $985.2K | 0.05% | +504+9.7% | Added |
| Aspiriant, LLC | 5,681 | $982.6K | 0.04% | −631−10.0% | Reduced |
| Pitcairn Co | 5,670 | $980.6K | 0.06% | +490+9.5% | Added |
| World Equity Group, Inc. | 5,668 | $980.4K | 0.29% | −720−11.3% | Reduced |
| Claro Advisors LLC | 5,662 | $979.2K | 0.15% | +613+12.1% | Added |
| Financial Engines Advisors L.L.C. | 5,642 | $975.9K | 0.00% | +440+8.5% | Added |
| Cahill Financial Advisors Inc | 5,633 | $974.2K | 0.13% | −481−7.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,629 | $973.5K | 0.10% | +32+0.6% | Added |