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 |
|---|---|---|---|---|---|
| Renaissance Investment Group LLC | 5,508 | $972.1K | 0.21% | −1,390−20.2% | Reduced |
| MBA Advisors LLC | 5,612 | $970.6K | 0.50% | +223+4.1% | Added |
| Hancock Whitney Corp | 5,608 | $969.9K | 0.03% | −42−0.7% | Reduced |
| Hoylecohen, LLC | 5,606 | $969.5K | 0.07% | −109−1.9% | Reduced |
| Arrow Financial Corp | 5,602 | $968.9K | 0.09% | −30−0.5% | Reduced |
| Elevated Capital Advisors, LLC | 5,594 | $967.5K | 0.27% | +5,594 | New |
| Castle Rock Wealth Management, LLC | 5,513 | $965.3K | 0.24% | −197−3.5% | Reduced |
| Delta Asset Management LLC | 5,571 | $963.5K | 0.09% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 5,010 | $962.7K | 0.31% | +494+10.9% | Added |
| Benin Management CORP | 5,550 | $959.9K | 0.29% | +384+7.4% | Added |
| Stratos Wealth Advisors, LLC | 5,545 | $959.1K | 0.05% | +310+5.9% | Added |
| Wealth Alliance Advisory Group, LLC | 5,543 | $958.7K | 0.22% | −254−4.4% | Reduced |
| 1620 Investment Advisors, Inc. | 5,526 | $955.7K | 0.73% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,522 | $955.0K | 0.21% | +176+3.3% | Added |
| Harbour Investments, Inc. | 5,519 | $954.5K | 0.03% | −122−2.2% | Reduced |
| Financial Advocates Investment Management | 5,511 | $953.1K | 0.06% | −66−1.2% | Reduced |
| Mirador Capital Partners LP | 5,511 | $953.1K | 0.18% | −709−11.4% | Reduced |
| Creative Financial Designs Inc | 5,506 | $952.2K | 0.08% | +1,430+35.1% | Added |
| Schechter Investment Advisors, LLC | 5,505 | $952.0K | 0.07% | −504−8.4% | Reduced |
| Mount Vernon Associates Inc | 5,505 | $952.0K | 0.84% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,493 | $949.9K | 0.08% | +405+8.0% | Added |
| Insight Advisors, LLC | 5,489 | $949.3K | 0.17% | −31−0.6% | Reduced |
| Skopos Labs, Inc. | 4,997 | $948.6K | 0.41% | 00.0% | Unchanged |
| Headinvest, LLC | 5,475 | $946.9K | 0.19% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,463 | $944.8K | 0.01% | −1,548−22.1% | Reduced |
| Navellier & Associates Inc | 5,447 | $942.1K | 0.11% | −44−0.8% | Reduced |
| LBMC Investment Advisors, LLC | 5,434 | $939.9K | 0.08% | +14+0.3% | Added |
| TCG Advisory Services, LLC | 5,432 | $939.5K | 0.05% | +556+11.4% | Added |
| Verdad Advisers, LP | 5,424 | $938.1K | 1.08% | −1,808−25.0% | Reduced |
| Operose Advisors LLC | 5,409 | $935.5K | 0.33% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,409 | $935.5K | 0.04% | +1,586+41.5% | Added |
| Kades & Cheifetz LLC | 5,398 | $933.5K | 0.59% | +19+0.4% | Added |
| Boltwood Capital Management | 5,396 | $933.2K | 0.29% | −34−0.6% | Reduced |
| Beacon Financial Advisory LLC | 5,380 | $930.5K | 0.35% | +4,216+362.2% | Added |
| Roman Butler Fullerton & Co | 5,228 | $929.7K | 0.30% | +22+0.4% | Added |
| Armstrong, Fleming & Moore, Inc | 5,355 | $926.2K | 0.59% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 5,334 | $923.0K | 0.50% | 00.0% | Unchanged |
| Bath Savings Trust Co | 5,311 | $918.5K | 0.10% | −207−3.8% | Reduced |
| Mitchell Sinkler & Starr | 4,950 | $916.8K | 0.24% | −3,860−43.8% | Reduced |
| Atwood & Palmer Inc | 5,299 | $916.5K | 0.07% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,287 | $915.6K | 0.28% | +5,287 | New |
| Plante Moran Financial Advisors, LLC | 5,293 | $915.4K | 0.09% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,287 | $914.4K | 0.16% | +127+2.5% | Added |
| Personal Cfo Solutions, LLC | 5,279 | $913.1K | 0.14% | +44+0.8% | Added |
| Allied Investment Advisors, LLC | 5,264 | $910.4K | 0.21% | −295−5.3% | Reduced |
| Oak Asset Management, LLC | 5,252 | $908.3K | 0.33% | +3+0.1% | Added |
| Western Wealth Management, LLC | 5,227 | $904.0K | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,225 | $903.7K | 0.06% | −205−3.8% | Reduced |
| KLCM Advisors, Inc. | 5,225 | $903.6K | 0.11% | −167−3.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,216 | $902.1K | 0.20% | −290−5.3% | Reduced |
| Edgestream Partners, L.P. | 5,206 | $900.4K | 0.04% | −3,921−43.0% | Reduced |
| Keudell/Morrison Wealth Management | 5,191 | $897.8K | 0.26% | +10+0.2% | Added |
| Coastwise Capital Group, LLC | 5,189 | $897.5K | 0.86% | −771−12.9% | Reduced |
| Koshinski Asset Management, Inc. | 5,074 | $895.5K | 0.08% | −263−4.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,683 | $894.6K | 0.35% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 5,171 | $894.3K | 0.23% | −12,158−70.2% | Reduced |
| GM Advisory Group, Inc. | 5,156 | $891.8K | 0.06% | −3−0.1% | Reduced |
| Wealth Management Associates, Inc. | 5,152 | $891.0K | 0.42% | 00.0% | Unchanged |
| SOL Capital Management CO | 5,149 | $890.0K | 0.11% | −250−4.6% | Reduced |
| Addison Advisors LLC | 5,136 | $888.3K | 0.29% | +199+4.0% | Added |
| Accurate Wealth Management, LLC | 4,854 | $887.7K | 0.21% | −252−4.9% | Reduced |
| VisionPoint Advisory Group, LLC | 5,114 | $884.5K | 0.31% | −329−6.0% | Reduced |
| Acorn Wealth Advisors, LLC | 5,106 | $883.1K | 0.44% | −251−4.7% | Reduced |
| Ransom Advisory, Ltd | 5,076 | $877.9K | 0.44% | −189−3.6% | Reduced |
| Capstone Financial Advisors, Inc. | 5,066 | $876.2K | 0.06% | +5+0.1% | Added |
| TrueWealth Advisors, LLC | 5,052 | $873.7K | 0.32% | +221+4.6% | Added |
| EPG Wealth Management LLC | 0 | $872.5K | 0.20% | −4,917−100.0% | Reduced |
| CTC LLC | 5,039 | $871.5K | 0.07% | +5,039 | New |
| 9258 Wealth Management, LLC | 5,025 | $869.0K | 0.13% | −128−2.5% | Reduced |
| Trust Co of the South | 5,004 | $865.4K | 0.20% | 00.0% | Unchanged |
| Capital Management Associates | 5,000 | $864.8K | 1.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4,993 | $863.5K | 0.28% | 00.0% | Unchanged |
| Cowa, LLC | 4,979 | $861.1K | 0.46% | −800−13.8% | Reduced |
| Perennial Investment Advisors, LLC | 4,978 | $861.0K | 0.12% | +449+9.9% | Added |
| Oxbow Advisors, LLC | 4,970 | $859.6K | 0.10% | −49−1.0% | Reduced |
| Sherbrooke Park Advisers LLC | 4,966 | $858.9K | 0.15% | +4,966 | New |
| Coastal Investment Advisors, Inc. | 4,957 | $857.3K | 0.17% | +430+9.5% | Added |
| Eqis Capital Management, Inc. | 4,949 | $855.9K | 0.07% | +48+1.0% | Added |
| Pure Financial Advisors, Inc. | 4,944 | $855.1K | 0.02% | +809+19.6% | Added |
| Hoxton Planning & Management, LLC | 4,937 | $853.8K | 0.40% | +133+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,930 | $852.6K | 0.12% | −10.0% | Reduced |
| United Community Bank | 4,926 | $852.0K | 0.34% | −76−1.5% | Reduced |
| Monte Financial Group, LLC | 4,924 | $851.6K | 0.38% | −450−8.4% | Reduced |
| Everhart Financial Group, Inc. | 4,893 | $846.7K | 0.22% | +375+8.3% | Added |
| Apexium Financial, LP | 4,892 | $846.0K | 0.06% | −125−2.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,872 | $842.6K | 0.39% | +20+0.4% | Added |
| Veracity Capital LLC | 4,862 | $840.8K | 0.35% | −724−13.0% | Reduced |
| Continuum Advisory, LLC | 4,852 | $839.1K | 0.12% | −74−1.5% | Reduced |
| My Legacy Advisors, LLC | 4,851 | $839.0K | 0.27% | −749−13.4% | Reduced |
| Sutton Place Investors LLC | 4,845 | $838.0K | 0.56% | −5,365−52.5% | Reduced |
| Liberty Wealth Management LLC | 29,780 | $838.0K | 0.15% | +25,078+533.3% | Added |
| Broderick Brian C | 4,839 | $836.9K | 0.17% | +77+1.6% | Added |
| Pallas Capital Advisors LLC | 4,506 | $834.6K | 0.04% | +611+15.7% | Added |
| Sage Mountain Advisors LLC | 4,814 | $832.6K | 0.08% | +138+3.0% | Added |
| Coombe, Bender & Co LLC | 4,800 | $830.2K | 0.49% | +10.0% | Added |
| Intellectus Partners, LLC | 4,795 | $829.3K | 0.23% | +1,750+57.5% | Added |
| Conning Inc. | 4,792 | $828.8K | 0.03% | +279+6.2% | Added |
| Beacon Investment Advisory Services, Inc. | 4,791 | $828.6K | 0.04% | −644−11.8% | Reduced |
| Sovereign Financial Group, Inc. | 4,781 | $826.9K | 0.21% | +145+3.1% | Added |
| Blossom Wealth Management | 4,758 | $822.9K | 1.79% | +37+0.8% | Added |