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
- 2,763
- −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
- 1,011 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 |
|---|---|---|---|---|---|
| Country Club Bank | 4,813 | $822.3K | 0.06% | −2,050−29.9% | Reduced |
| Strategic Financial Services, Inc, | 4,750 | $821.5K | 0.05% | −102−2.1% | Reduced |
| Verus Capital Partners, LLC | 4,727 | $817.5K | 0.08% | +1,187+33.5% | Added |
| BBR Partners, LLC | 4,727 | $817.5K | 0.07% | +1,388+41.6% | Added |
| SRN Advisors, LLC | 4,691 | $811.3K | 0.67% | −4,450−48.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 4,688 | $810.8K | 0.42% | −508−9.8% | Reduced |
| SFMG, LLC | 4,682 | $809.7K | 0.07% | −242−4.9% | Reduced |
| Crewe Advisors LLC | 4,676 | $808.7K | 0.09% | −26−0.6% | Reduced |
| Avestar Capital, LLC | 4,669 | $807.5K | 0.09% | +174+3.9% | Added |
| Osborne Partners Capital Management, LLC | 4,659 | $805.8K | 0.05% | +1,200+34.7% | Added |
| Manchester Financial Inc | 4,651 | $804.4K | 0.20% | −35−0.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,651 | $804.3K | 0.16% | −66−1.4% | Reduced |
| Certified Advisory Corp | 4,643 | $803.1K | 0.10% | −16−0.3% | Reduced |
| Boston Family Office LLC | 4,642 | $803.0K | 0.06% | +500+12.1% | Added |
| Northwest Bank & Trust Co | 4,638 | $802.1K | 0.67% | +61+1.3% | Added |
| Capital Advisors, Ltd. LLC | 4,638 | $802.0K | 0.10% | +756+19.5% | Added |
| Archer Investment Corp | 4,636 | $801.8K | 0.23% | +659+16.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,634 | $801.5K | 0.42% | +154+3.4% | Added |
| St. Louis Trust Co | 4,632 | $801.1K | 0.12% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,631 | $800.9K | 0.01% | 00.0% | Unchanged |
| Sage Advisors, LLC | 4,629 | $800.6K | 0.65% | +149+3.3% | Added |
| American National Bank | 4,624 | $799.7K | 0.10% | +875+23.3% | Added |
| Intergy Private Wealth, LLC | 4,618 | $798.7K | 0.33% | +16+0.3% | Added |
| Smartleaf Asset Management LLC | 4,671 | $798.1K | 0.13% | +1,397+42.7% | Added |
| Motco | 4,606 | $796.6K | 0.05% | +317+7.4% | Added |
| Washington Capital Management Inc | 4,605 | $796.4K | 0.67% | −280−5.7% | Reduced |
| Leisure Capital Management | 4,602 | $795.9K | 0.37% | +2,973+182.5% | Added |
| Red Door Wealth Management, LLC | 4,599 | $795.4K | 0.14% | +187+4.2% | Added |
| Stokes Family Office, LLC | 4,597 | $795.0K | 0.09% | −20−0.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,584 | $792.8K | 0.32% | +507+12.4% | Added |
| Powell Investment Advisors, LLC | 4,572 | $790.7K | 0.41% | +3+0.1% | Added |
| Berkeley Capital Partners, LLC | 4,563 | $789.1K | 0.24% | +1,601+54.1% | Added |
| Lindbrook Capital, LLC | 4,562 | $789.0K | 0.07% | +778+20.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,560 | $788.6K | 0.32% | +6+0.1% | Added |
| Plotkin Financial Advisors, LLC | 4,552 | $787.3K | 0.51% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,547 | $786.4K | 0.12% | +131+3.0% | Added |
| Cultivar Capital, Inc. | 4,543 | $785.7K | 0.66% | −110−2.4% | Reduced |
| Proathlete Wealth Management LLC | 4,530 | $783.5K | 0.37% | +7+0.2% | Added |
| Intrua Financial, LLC | 4,530 | $783.4K | 0.13% | −107−2.3% | Reduced |
| Silver Oak Securities, Inc | 4,520 | $781.8K | 0.12% | −417−8.4% | Reduced |
| Bank of Stockton | 4,520 | $781.7K | 0.25% | +1,152+34.2% | Added |
| High Net Worth Advisory Group LLC | 4,519 | $781.6K | 0.24% | −2,120−31.9% | Reduced |
| CRA Financial Services, LLC | 4,518 | $781.4K | 0.16% | −133−2.9% | Reduced |
| Ti-Trust, Inc | 4,512 | $780.4K | 0.60% | −10−0.2% | Reduced |
| NCM Capital Management, LLC | 4,501 | $778.4K | 0.41% | −50−1.1% | Reduced |
| Security National Bank of Sioux City Iowa | 4,500 | $778.3K | 0.56% | −7,960−63.9% | Reduced |
| WNY Asset Management, LLC | 4,469 | $773.0K | 0.10% | −52−1.2% | Reduced |
| Mill Capital Management, LLC | 4,465 | $772.2K | 0.06% | −1,000−18.3% | Reduced |
| Bridge Creek Capital Management LLC | 4,462 | $771.7K | 0.25% | −5−0.1% | Reduced |
| Vaughan & Co Securities, Inc. | 4,450 | $769.6K | 0.49% | −231−4.9% | Reduced |
| BluePath Capital Management, LLC | 4,438 | $767.6K | 0.55% | +538+13.8% | Added |
| Boston Research & Management Inc | 4,433 | $766.0K | 0.19% | −170−3.7% | Reduced |
| Accel Wealth Management | 4,426 | $765.6K | 0.31% | +4,426 | New |
| Matrix Private Capital Group LLC | 4,417 | $763.9K | 0.48% | +24+0.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 4,407 | $762.2K | 0.50% | −700−13.7% | Reduced |
| Sentry Investment Management LLC | 4,397 | $760.0K | 0.34% | −900−17.0% | Reduced |
| Souders Financial Advisors | 4,392 | $759.6K | 0.11% | +59+1.4% | Added |
| Permanent Capital Management, LP | 2,574 | $758.8K | 0.16% | +2,574 | New |
| Legacy Capital Group California, Inc. | 4,385 | $758.4K | 0.27% | +40+0.9% | Added |
| Peoples Financial Services Corp. | 4,383 | $758.0K | 0.34% | −1,916−30.4% | Reduced |
| AlTi Global, Inc. | 4,378 | $757.2K | 0.02% | −127−2.8% | Reduced |
| Appleton Partners Inc | 4,369 | $756.0K | 0.06% | −93−2.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,371 | $755.9K | 0.18% | −55−1.2% | Reduced |
| Himension Fund | 4,369 | $755.6K | 0.05% | +4,369 | New |
| Argent Advisors, Inc. | 4,365 | $754.9K | 0.30% | −17−0.4% | Reduced |
| Valmark Advisers, Inc. | 4,354 | $753.0K | 0.01% | +545+14.3% | Added |
| Catalyst Financial Partners LLC | 4,333 | $749.4K | 0.16% | +1,007+30.3% | Added |
| Interchange Capital Partners, LLC | 4,332 | $749.1K | 0.28% | +4,332 | New |
| InTrack Investment Management Inc | 4,322 | $747.4K | 0.53% | −94−2.1% | Reduced |
| Bank of New Hampshire | 4,318 | $746.8K | 0.19% | −50−1.1% | Reduced |
| William B. Walkup & Associates, Inc. | 4,318 | $746.8K | 0.49% | +4,318 | New |
| Oxford Financial Group Ltd | 4,303 | $744.2K | 0.05% | +2,619+155.5% | Added |
| Paradigm Capital Management Inc | 4,300 | $743.7K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 4,295 | $742.8K | 0.28% | +300+7.5% | Added |
| Morningstar Investment Services LLC | 4,330 | $740.0K | 0.01% | −441−9.2% | Reduced |
| Heartland Bank & Trust Co | 4,263 | $737.3K | 0.42% | +35+0.8% | Added |
| Cranbrook Wealth Management, LLC | 4,260 | $736.8K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,229 | $731.4K | 0.11% | +71+1.7% | Added |
| HBW Advisory Services LLC | 4,222 | $730.2K | 0.12% | −509−10.8% | Reduced |
| Sax Wealth Advisors, LLC | 4,222 | $730.1K | 0.07% | +466+12.4% | Added |
| Heritage Financial Services, LLC | 4,220 | $729.8K | 0.10% | −830−16.4% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,167 | $729.6K | 0.27% | +7+0.2% | Added |
| Apella Capital, LLC | 4,132 | $729.3K | 0.03% | +1,818+78.6% | Added |
| IMZ Advisory Inc | 4,212 | $728.4K | 0.36% | −353−7.7% | Reduced |
| Abbrea Capital, LLC | 4,205 | $727.0K | 0.10% | +83+2.0% | Added |
| Armstrong Henry H Associates Inc | 4,194 | $725.4K | 0.07% | −31−0.7% | Reduced |
| Diversified, LLC | 4,181 | $723.2K | 0.08% | +2,616+167.2% | Added |
| Burford Brothers, Inc. | 4,175 | $722.0K | 0.42% | +612+17.2% | Added |
| Weatherly Asset Management L. P. | 4,172 | $721.5K | 0.07% | −45−1.1% | Reduced |
| City Holding Co | 4,165 | $720.3K | 0.11% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,160 | $719.5K | 0.18% | −37−0.9% | Reduced |
| Port Capital LLC | 4,160 | $719.0K | 0.04% | +39+0.9% | Added |
| Waddell & Associates, LLC | 4,152 | $718.1K | 0.09% | +12+0.3% | Added |
| SMART Wealth LLC | 4,138 | $715.7K | 0.29% | +244+6.3% | Added |
| Colonial Trust Co | 4,119 | $712.4K | 0.13% | +95+2.4% | Added |
| YHB Investment Advisors, Inc. | 4,118 | $712.2K | 0.06% | +153+3.9% | Added |
| Cape Investment Advisory, Inc. | 4,117 | $712.1K | 0.32% | −81−1.9% | Reduced |
| LifePlan Investment Advisors, Inc. | 4,116 | $711.9K | 0.51% | +295+7.7% | Added |
| Quent Capital, LLC | 4,110 | $710.8K | 0.08% | +204+5.2% | Added |
| LRI Investments, LLC | 4,106 | $710.1K | 0.08% | +115+2.9% | Added |