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 |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 4,099 | $708.9K | 0.64% | +466+12.8% | Added |
| Geller Advisors LLC | 4,097 | $708.6K | 0.05% | −10.0% | Reduced |
| Lake Street Advisors Group, LLC | 4,090 | $707.3K | 0.03% | −365−8.2% | Reduced |
| Accredited Investors Inc. | 4,068 | $703.6K | 0.04% | −29−0.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,066 | $703.1K | 0.24% | +6+0.1% | Added |
| Smith Thornton Advisors LLC | 4,058 | $701.8K | 0.52% | +4,058 | New |
| Rench Wealth Management, Inc. | 4,053 | $700.9K | 0.25% | +20+0.5% | Added |
| Investment Partners, Ltd. | 4,039 | $698.5K | 0.31% | +7+0.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,015 | $694.5K | 0.08% | −30−0.7% | Reduced |
| City State Bank | 4,003 | $692.3K | 0.28% | −301−7.0% | Reduced |
| Stephens Consulting, LLC | 3,999 | $691.7K | 0.20% | −118−2.9% | Reduced |
| First Western Trust Bank | 3,987 | $689.6K | 0.03% | −894−18.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,965 | $685.8K | 0.20% | −259−6.1% | Reduced |
| Fiera Capital Corp | 3,965 | $685.7K | 0.00% | −600−13.1% | Reduced |
| LifeGuide Financial Advisors, LLC | 3,940 | $681.5K | 0.33% | +28+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,940 | $681.0K | 0.19% | +356+9.9% | Added |
| NFP Retirement, Inc. | 3,936 | $680.8K | 0.06% | −197−4.8% | Reduced |
| Sound Financial Strategies Group, LLC | 3,934 | $680.4K | 0.59% | +133+3.5% | Added |
| PDS Planning, Inc | 3,925 | $678.8K | 0.07% | +45+1.2% | Added |
| Institute for Wealth Management, LLC. | 3,923 | $678.4K | 0.09% | +103+2.7% | Added |
| Berkshire Bank | 3,921 | $678.1K | 0.17% | −467−10.6% | Reduced |
| Werba Rubin Papier Wealth Management | 3,918 | $677.7K | 0.19% | +3,918 | New |
| Dopkins Wealth Management, LLC | 3,900 | $674.5K | 0.41% | +200+5.4% | Added |
| Legacy Advisors, LLC | 3,891 | $672.9K | 0.08% | +90+2.4% | Added |
| Invictus Private Wealth, LLC | 3,885 | $671.9K | 0.06% | −168−4.1% | Reduced |
| Cullen Investment Group, Ltd. | 3,885 | $671.9K | 0.11% | +243+6.7% | Added |
| Savvy Advisors, Inc. | 3,884 | $671.8K | 0.22% | +251+6.9% | Added |
| Old North State Trust, LLC | 3,874 | $670.0K | 0.58% | +100+2.6% | Added |
| Congress Park Capital LLC | 3,863 | $668.1K | 0.27% | −1,360−26.0% | Reduced |
| Keynote Financial Services LLC | 3,861 | $667.8K | 0.56% | +37+1.0% | Added |
| Reliant Investment Management, LLC | 3,860 | $667.6K | 0.31% | +60+1.6% | Added |
| Rinkey Investments | 3,855 | $666.7K | 0.24% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 3,847 | $665.3K | 0.10% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,843 | $664.6K | 0.18% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,842 | $664.5K | 0.05% | −74−1.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 3,834 | $663.2K | 0.27% | +24+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 3,817 | $660.0K | 0.21% | +698+22.4% | Added |
| Plan Group Financial, LLC | 3,807 | $658.5K | 0.40% | +1,887+98.3% | Added |
| Corton Capital Inc. | 3,805 | $658.1K | 0.35% | +3,805 | New |
| Weil Company, Inc. | 3,804 | $658.0K | 0.24% | +80+2.1% | Added |
| Quotient Wealth Partners, LLC | 3,801 | $657.4K | 0.02% | +69+1.8% | Added |
| MTM Investment Management, LLC | 3,789 | $655.2K | 0.27% | +7+0.2% | Added |
| Maple Capital Management, Inc. | 3,786 | $654.8K | 0.05% | −477−11.2% | Reduced |
| Firestone Capital Management | 3,786 | $654.8K | 0.18% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,781 | $653.9K | 0.08% | −10.0% | Reduced |
| First United Bank Trust | 3,770 | $652.0K | 0.24% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,770 | $652.0K | 0.05% | +570+17.8% | Added |
| IFG Advisory, LLC | 3,766 | $651.4K | 0.04% | +3,766 | New |
| Quadcap Wealth Management, LLC | 3,757 | $649.9K | 0.12% | +103+2.8% | Added |
| Retirement Planning Co of New England, Inc. | 3,744 | $647.4K | 0.35% | +150+4.2% | Added |
| Planned Solutions, Inc. | 3,738 | $646.5K | 0.32% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,738 | $646.5K | 0.41% | +142+3.9% | Added |
| iA Global Asset Management Inc. | 3,738 | $646.0K | 0.01% | +264+7.6% | Added |
| Everett Harris & Co | 3,735 | $646.0K | 0.01% | −147−3.8% | Reduced |
| Hengehold Capital Management LLC | 3,726 | $644.5K | 0.07% | +28+0.8% | Added |
| Spirepoint Private Client, LLC | 3,726 | $644.4K | 0.09% | −42−1.1% | Reduced |
| Heritage Wealth Advisors | 3,725 | $644.2K | 0.03% | −463−11.1% | Reduced |
| Fox Hill Wealth Management | 3,715 | $642.6K | 0.39% | +2,639+245.3% | Added |
| Penbrook Management LLC | 3,700 | $639.9K | 0.39% | −595−13.9% | Reduced |
| Delos Wealth Advisors, LLC | 3,700 | $639.9K | 0.62% | +3,700 | New |
| Beach Investment Counsel Inc | 3,696 | $639.0K | 0.08% | −1,056−22.2% | Reduced |
| Laidlaw Wealth Management LLC | 3,685 | $637.3K | 0.35% | −104−2.7% | Reduced |
| Harmony Asset Management LLC | 3,684 | $637.1K | 0.27% | +1,343+57.4% | Added |
| Fidelis Capital Partners, LLC | 3,410 | $636.9K | 0.09% | −8−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 3,334 | $636.7K | 0.18% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,672 | $635.1K | 0.05% | 00.0% | Unchanged |
| United Bank | 3,672 | $635.1K | 0.32% | +2,316+170.8% | Added |
| Sawyer & Company, Inc | 3,661 | $633.0K | 0.25% | −55−1.5% | Reduced |
| Wimmer Associates 1, LLC | 3,658 | $632.7K | 0.32% | −280−7.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,650 | $631.3K | 0.01% | +20+0.6% | Added |
| JB Capital LLC | 3,650 | $631.2K | 0.04% | +382+11.7% | Added |
| King Wealth | 3,646 | $631.0K | 0.11% | −366−9.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,636 | $628.9K | 0.20% | −344−8.6% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $627.5K | 0.18% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,618 | $625.7K | 0.32% | −52−1.4% | Reduced |
| Gilbert & Cook, Inc. | 3,614 | $625.0K | 0.09% | −253−6.5% | Reduced |
| Lebenthal Global Advisors, LLC | 3,607 | $623.9K | 0.14% | +863+31.5% | Added |
| New Hampshire Trust | 3,601 | $622.8K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,594 | $621.7K | 0.06% | +163+4.8% | Added |
| Capasso Planning Partners LLC | 3,593 | $621.4K | 0.20% | −79−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,593 | $621.3K | 0.37% | −915−20.3% | Reduced |
| First Command Advisory Services, Inc. | 3,591 | $621.1K | 0.01% | −14−0.4% | Reduced |
| Signature Wealth Management Partners, LLC | 3,585 | $620.0K | 0.47% | +2+0.1% | Added |
| Lafayette Investments, Inc. | 3,584 | $619.9K | 0.14% | −75−2.0% | Reduced |
| Boit C F David | 3,584 | $619.9K | 0.32% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 3,579 | $619.0K | 0.07% | +1,975+123.1% | Added |
| Gratus Wealth Advisors, LLC | 3,373 | $618.1K | 0.11% | +37+1.1% | Added |
| Oldfather Financial Services, LLC | 3,567 | $616.9K | 0.25% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3,558 | $615.4K | 0.16% | +503+16.5% | Added |
| Vicus Capital | 3,556 | $615.1K | 0.06% | +157+4.6% | Added |
| Gs Investments, Inc. | 3,550 | $614.0K | 0.29% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 3,548 | $613.6K | 0.13% | +2,366+200.2% | Added |
| Eagle Bay Advisors LLC | 3,547 | $613.5K | 0.37% | −214−5.7% | Reduced |
| Hemenway Trust Co LLC | 3,542 | $612.5K | 0.05% | −4−0.1% | Reduced |
| Colonial River Wealth Management, LLC | 3,538 | $611.9K | 0.33% | +120+3.5% | Added |
| Roof Eidam & Maycock | 3,535 | $611.4K | 0.17% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,535 | $611.4K | 0.62% | +180+5.4% | Added |
| McAdam, LLC | 3,518 | $608.4K | 0.04% | +154+4.6% | Added |
| SNS Financial Group, LLC | 3,511 | $607.2K | 0.07% | −7−0.2% | Reduced |
| First National Bank | 3,506 | $606.4K | 0.45% | −305−8.0% | Reduced |