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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 2,591 | $448.0K | 0.05% | −723−21.8% | Reduced |
| 626 Financial, LLC | 2,589 | $447.8K | 0.26% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,586 | $447.3K | 0.07% | 00.0% | Unchanged |
| Doheny Asset Management | 2,585 | $447.0K | 0.32% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,579 | $446.0K | 0.23% | −300−10.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,213 | $446.0K | 0.03% | −1,158−34.4% | Reduced |
| Fenimore Asset Management Inc | 2,573 | $445.0K | 0.01% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,571 | $444.7K | 0.14% | −79−3.0% | Reduced |
| Burns J W & Co Inc | 2,571 | $444.7K | 0.06% | 00.0% | Unchanged |
| Davidson Trust Co | 2,567 | $444.0K | 0.31% | −878−25.5% | Reduced |
| Chatham Capital Group, Inc. | 2,565 | $443.6K | 0.08% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,562 | $443.1K | 0.02% | +2,562 | New |
| Institutional & Family Asset Management, LLC | 2,562 | $443.0K | 0.07% | +5+0.2% | Added |
| Wilson & Boucher Capital Management, LLC | 2,552 | $441.4K | 0.34% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,552 | $441.3K | 0.13% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,548 | $440.7K | 0.13% | +90+3.7% | Added |
| Gradient Investments LLC | 2,545 | $440.2K | 0.01% | +867+51.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,542 | $439.6K | 0.11% | −312−10.9% | Reduced |
| FCG Investment Co | 2,541 | $439.5K | 0.33% | −10−0.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,539 | $439.1K | 0.09% | +39+1.6% | Added |
| Visionary Wealth Advisors | 2,534 | $438.2K | 0.03% | −90−3.4% | Reduced |
| KFG Wealth Management, LLC | 2,533 | $438.1K | 0.17% | +20+0.8% | Added |
| Smith Shellnut Wilson LLC | 2,523 | $436.4K | 0.21% | 00.0% | Unchanged |
| LM Advisors LLC | 2,520 | $436.0K | 0.00% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 2,514 | $434.8K | 0.17% | −30−1.2% | Reduced |
| Pacific Global Investment Management CO | 2,513 | $434.6K | 0.08% | −15−0.6% | Reduced |
| United Asset Strategies, Inc. | 2,512 | $434.4K | 0.04% | +99+4.1% | Added |
| WealthShield Partners, LLC | 2,503 | $432.8K | 0.07% | +113+4.7% | Added |
| Armbruster Capital Management, Inc. | 2,500 | $432.4K | 0.09% | +56+2.3% | Added |
| Trillium Asset Management, LLC | 2,494 | $431.0K | 0.01% | −4−0.2% | Reduced |
| Wayfinding Financial, LLC | 2,497 | $431.0K | 0.24% | −10−0.4% | Reduced |
| New Potomac Partners, LLC | 2,485 | $429.8K | 0.23% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,482 | $429.0K | 0.08% | +211+9.3% | Added |
| Carolinas Wealth Consulting LLC | 2,478 | $428.5K | 0.08% | −1,364−35.5% | Reduced |
| Builder Investment Group Inc | 2,475 | $428.1K | 0.12% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,470 | $427.1K | 0.04% | +129+5.5% | Added |
| D. Scott Neal, Inc. | 2,468 | $426.8K | 0.24% | −5−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 2,466 | $426.5K | 0.20% | −37−1.5% | Reduced |
| Coastline Trust Co | 2,465 | $426.3K | 0.05% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,464 | $426.1K | 0.07% | −48−1.9% | Reduced |
| Holistic Financial Partners | 2,460 | $425.5K | 0.21% | +12+0.5% | Added |
| Twin Capital Management Inc | 2,459 | $425.3K | 0.05% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,457 | $425.0K | 0.36% | −180−6.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,443 | $422.5K | 0.05% | −175−6.7% | Reduced |
| Sinecera Capital, LLC | 2,441 | $422.2K | 0.58% | −3−0.1% | Reduced |
| Brendel Financial Advisors LLC | 2,438 | $422.0K | 0.27% | +2,438 | New |
| Capstone Investment Advisors, LLC | 2,429 | $420.1K | 0.01% | +2,335+2,484.0% | Added |
| Acorn Financial Advisory Services Inc | 2,423 | $419.0K | 0.08% | +6+0.2% | Added |
| Beacon Capital Management, LLC | 2,421 | $418.7K | 0.08% | +10+0.4% | Added |
| FSM Wealth Advisors, LLC | 2,419 | $418.4K | 0.14% | −21−0.9% | Reduced |
| Voya Financial Advisors, Inc. | 2,444 | $417.6K | 0.05% | −21−0.9% | Reduced |
| CFM Wealth Partners LLC | 2,407 | $416.3K | 0.08% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,359 | $416.2K | 0.14% | +19+0.8% | Added |
| Monograph Wealth Advisors, LLC | 2,406 | $416.1K | 0.06% | −10,957−82.0% | Reduced |
| Novare Capital Management LLC | 2,404 | $415.7K | 0.04% | +14+0.6% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $415.1K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,400 | $415.1K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,400 | $415.1K | 0.20% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $415.1K | 0.01% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,398 | $414.7K | 0.08% | +1,288+116.0% | Added |
| Private Capital Management LLC | 2,396 | $414.4K | 0.08% | −220−8.4% | Reduced |
| Onefund, LLC | 2,395 | $414.2K | 0.45% | +40+1.7% | Added |
| Future Financial Wealth Managment LLC | 2,391 | $413.5K | 0.36% | +3+0.1% | Added |
| Capital Advisors Wealth Management, LLC | 2,383 | $412.2K | 0.08% | +10+0.4% | Added |
| Am Investment Strategies LLC | 2,381 | $412.0K | 0.10% | +15+0.6% | Added |
| Clarus Group, Inc. | 2,380 | $411.5K | 0.18% | −110−4.4% | Reduced |
| Acropolis Investment Management, LLC | 2,374 | $410.6K | 0.03% | −10.0% | Reduced |
| Kesler, Norman & Wride, LLC | 2,370 | $409.9K | 0.09% | −62−2.5% | Reduced |
| West Bancorporation Inc | 2,365 | $409.0K | 0.30% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,364 | $408.9K | 0.03% | −280−10.6% | Reduced |
| KWB Wealth | 2,136 | $407.9K | 0.06% | −61−2.8% | Reduced |
| Park Edge Advisors, LLC | 2,353 | $407.0K | 0.12% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,353 | $407.0K | 0.09% | +60+2.6% | Added |
| Financial Security Advisor, Inc. | 2,352 | $406.7K | 0.14% | +3+0.1% | Added |
| Independent Investors Inc | 2,350 | $406.4K | 0.09% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 2,345 | $405.6K | 0.31% | −920−28.2% | Reduced |
| Talbot Financial, LLC | 2,343 | $405.2K | 0.05% | −2,822−54.6% | Reduced |
| RBA Wealth Management, LLC | 2,339 | $404.5K | 0.16% | −638−21.4% | Reduced |
| Aviance Capital Partners, LLC | 2,337 | $404.2K | 0.06% | +16+0.7% | Added |
| Moody Lynn & Lieberson, LLC | 2,336 | $404.0K | 0.03% | −21,521−90.2% | Reduced |
| WFA of San Diego, LLC | 2,333 | $403.5K | 0.36% | +2,333 | New |
| Bridgewater Associates, LP | 2,332 | $403.3K | 0.00% | +2,332 | New |
| Bank of Hawaii | 2,329 | $402.8K | 0.02% | −532−18.6% | Reduced |
| Global X Japan Co., Ltd. | 2,329 | $402.8K | 0.06% | −48−2.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,327 | $402.5K | 0.06% | +773+49.7% | Added |
| Mechanics Bank Trust Department | 2,325 | $402.1K | 0.06% | −129−5.3% | Reduced |
| RMR Wealth Builders | 2,325 | $402.1K | 0.05% | −1,192−33.9% | Reduced |
| US Asset Management LLC | 2,325 | $402.0K | 0.36% | −95−3.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,313 | $400.0K | 0.22% | +958+70.7% | Added |
| Lineweaver Wealth Advisors, LLC | 2,310 | $399.9K | 0.08% | −13−0.6% | Reduced |
| Court Place Advisors, LLC | 2,309 | $399.3K | 0.13% | +900+63.9% | Added |
| Waterfront Wealth Inc. | 2,306 | $398.8K | 0.11% | −401−14.8% | Reduced |
| Lodestar Private Asset Management LLC | 2,300 | $397.8K | 0.05% | +138+6.4% | Added |
| Marathon Trading Investment Management LLC | 2,300 | $397.8K | 0.11% | +2,300 | New |
| Prossimo Advisors, LLC | 2,295 | $397.0K | 0.36% | +2,295 | New |
| Five Oceans Advisors | 2,286 | $395.4K | 0.21% | −71−3.0% | Reduced |
| CM Wealth Advisors LLC | 2,286 | $395.4K | 0.19% | +2,286 | New |
| 3Chopt Investment Partners, LLC | 2,286 | $395.4K | 0.12% | +2,286 | New |
| MPS Loria Financial Planners, LLC | 2,285 | $395.2K | 0.13% | +9+0.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,285 | $395.2K | 0.10% | +346+17.8% | Added |