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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 42,474 | $7.35M | 0.21% | +307+0.7% | Added |
| ARS Wealth Advisors Group, LLC | 42,461 | $7.34M | 0.95% | −814−1.9% | Reduced |
| Level Four Advisory Services, LLC | 42,398 | $7.33M | 0.33% | −9,606−18.5% | Reduced |
| Ibex Wealth Advisors | 42,376 | $7.33M | 1.14% | +13,986+49.3% | Added |
| Winslow Asset Management Inc | 42,254 | $7.31M | 1.44% | +2,003+5.0% | Added |
| Tectonic Advisors LLC | 42,109 | $7.28M | 0.53% | +4,577+12.2% | Added |
| Clearstead Advisors, LLC | 42,102 | $7.28M | 0.12% | +26,267+165.9% | Added |
| Intact Investment Management Inc. | 41,800 | $7.23M | 0.27% | −18,500−30.7% | Reduced |
| Davy Global Fund Management Ltd | 41,746 | $7.22M | 0.83% | +3,700+9.7% | Added |
| Channing Capital Management, LLC | 41,732 | $7.22M | 0.20% | +19,754+89.9% | Added |
| Marathon Capital Management | 41,725 | $7.22M | 1.84% | −119−0.3% | Reduced |
| UniSuper Management Pty Ltd | 41,586 | $7.19M | 0.06% | +24,186+139.0% | Added |
| Addenda Capital Inc. | 41,476 | $7.17M | 0.28% | −70.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 41,400 | $7.16M | 0.17% | +41,400 | New |
| Neville Rodie & Shaw Inc | 41,341 | $7.15M | 0.54% | +11,874+40.3% | Added |
| Whittier Trust Co | 41,333 | $7.15M | 0.10% | −4,160−9.1% | Reduced |
| Maven Securities LTD | 41,301 | $7.14M | 1.11% | +1,482+3.7% | Added |
| Portland Global Advisors LLC | 41,215 | $7.13M | 0.97% | +1,545+3.9% | Added |
| WealthPlan Investment Management, LLC | 41,021 | $7.09M | 1.07% | −1,347−3.2% | Reduced |
| Natixis | 40,756 | $7.05M | 0.04% | −226,739−84.8% | Reduced |
| Advisors Management Group Inc | 40,347 | $6.98M | 1.74% | −6,922−14.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 40,313 | $6.97M | 3.64% | −508−1.2% | Reduced |
| Ieq Capital, LLC | 40,278 | $6.97M | 0.09% | +3,600+9.8% | Added |
| Simplicity Wealth,LLC | 40,244 | $6.96M | 0.16% | −1,920−4.6% | Reduced |
| Fidelity D & D Bancorp Inc | 40,015 | $6.92M | 5.25% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 39,969 | $6.91M | 1.80% | +547+1.4% | Added |
| Clearbridge Investments, LLC | 39,779 | $6.88M | 0.01% | −5,062−11.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 39,720 | $6.87M | 1.32% | −1,790−4.3% | Reduced |
| Coldstream Capital Management Inc | 39,702 | $6.87M | 0.17% | +472+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 39,682 | $6.86M | 0.72% | +1,175+3.1% | Added |
| Laird Norton Trust Company, LLC | 39,500 | $6.83M | 0.96% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 39,406 | $6.82M | 0.23% | +428+1.1% | Added |
| Hodges Capital Management Inc. | 39,380 | $6.81M | 0.46% | +18,845+91.8% | Added |
| Game Creek Capital, LP | 39,201 | $6.78M | 3.77% | +18,176+86.4% | Added |
| Baker Avenue Asset Management, LP | 39,134 | $6.77M | 0.23% | +4,524+13.1% | Added |
| Dorchester Wealth Management Co | 39,088 | $6.76M | 1.31% | −6,910−15.0% | Reduced |
| Rakuten Investment Management, Inc. | 39,087 | $6.68M | 0.04% | +14,498+59.0% | Added |
| Shelter Mutual Insurance Co | 38,491 | $6.66M | 1.73% | 00.0% | Unchanged |
| SFE Investment Counsel | 38,430 | $6.65M | 1.47% | +1,661+4.5% | Added |
| Montgomery Investment Management Inc | 38,156 | $6.60M | 2.61% | 00.0% | Unchanged |
| Meritage Portfolio Management | 38,017 | $6.58M | 0.42% | −660−1.7% | Reduced |
| Rathbone Brothers plc | 37,420 | $6.47M | 0.04% | −873−2.3% | Reduced |
| Warren Averett Asset Management, LLC | 37,287 | $6.45M | 0.13% | +7,045+23.3% | Added |
| Spears Abacus Advisors LLC | 37,264 | $6.44M | 0.13% | −46,487−55.5% | Reduced |
| Principal Street Partners, LLC | 37,247 | $6.44M | 1.15% | −438−1.2% | Reduced |
| Dynamic Advisor Solutions LLC | 37,135 | $6.42M | 0.20% | +19,669+112.6% | Added |
| Goelzer Investment Management, Inc. | 36,957 | $6.39M | 0.36% | −929−2.5% | Reduced |
| Lathrop Investment Management Corp | 36,840 | $6.37M | 1.25% | −5,615−13.2% | Reduced |
| Financial & Tax Architects, LLC | 36,823 | $6.37M | 1.71% | +2,522+7.4% | Added |
| Insight Folios Inc | 36,695 | $6.35M | 2.60% | +717+2.0% | Added |
| BKD Wealth Advisors, LLC | 36,622 | $6.33M | 0.16% | +3,011+9.0% | Added |
| Royal Fund Management, LLC | 36,052 | $6.31M | 0.85% | +521+1.5% | Added |
| Equitable Holdings, Inc. | 36,366 | $6.29M | 0.07% | +5,260+16.9% | Added |
| American Trust Investment Advisors, LLC | 36,313 | $6.28M | 3.05% | +510+1.4% | Added |
| Verity Asset Management, Inc. | 36,096 | $6.24M | 2.45% | +19,824+121.8% | Added |
| Prime Capital Investment Advisors, LLC | 36,041 | $6.23M | 0.09% | −10,648−22.8% | Reduced |
| HGK Asset Management Inc | 36,038 | $6.23M | 1.20% | +1,768+5.2% | Added |
| Foster & Motley Inc | 36,031 | $6.23M | 0.43% | +787+2.2% | Added |
| Benson Investment Management Company, Inc. | 36,000 | $6.23M | 2.58% | +6,767+23.1% | Added |
| CMT Capital Markets Trading GmbH | 35,921 | $6.21M | 1.77% | +26,360+275.7% | Added |
| Assetmark, Inc | 35,838 | $6.20M | 0.02% | +1,008+2.9% | Added |
| Public Sector Pension Investment Board | 35,496 | $6.14M | 0.04% | +14,874+72.1% | Added |
| Romano Brothers and Company | 35,340 | $6.11M | 0.85% | −1,736−4.7% | Reduced |
| Berger Financial Group, Inc | 35,278 | $6.10M | 0.49% | +23+0.1% | Added |
| Tocqueville Asset Management L.P. | 35,052 | $6.06M | 0.10% | −7,496−17.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 35,040 | $6.06M | 0.19% | −4,952−12.4% | Reduced |
| XML Financial, LLC | 34,697 | $6.00M | 0.60% | −1,593−4.4% | Reduced |
| Dodge & Cox | 34,270 | $5.93M | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 34,202 | $5.92M | 0.19% | −57−0.2% | Reduced |
| Mizuho Markets Americas LLC | 34,102 | $5.90M | 0.16% | −25,539−42.8% | Reduced |
| NEOS Investment Management LLC | 33,980 | $5.88M | 0.24% | +10,956+47.6% | Added |
| Birmingham Capital Management Co Inc | 33,958 | $5.87M | 2.29% | −179−0.5% | Reduced |
| KWMG, LLC | 33,733 | $5.83M | 0.63% | −561−1.6% | Reduced |
| Cohen Klingenstein LLC | 33,715 | $5.83M | 0.21% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 33,578 | $5.81M | 0.06% | +590+1.8% | Added |
| Convergence Investment Partners, LLC | 33,461 | $5.79M | 1.69% | +5,693+20.5% | Added |
| Community Bank & Trust, Waco, Texas | 33,275 | $5.75M | 1.44% | −20−0.1% | Reduced |
| Integrated Advisors Network LLC | 33,263 | $5.75M | 0.30% | −12,043−26.6% | Reduced |
| SpiderRock Advisors, LLC | 33,153 | $5.73M | 0.15% | −5,459−14.1% | Reduced |
| Fulton Bank, N.A. | 33,153 | $5.73M | 0.23% | −989−2.9% | Reduced |
| TrimTabs Asset Management, LLC | 33,136 | $5.73M | 1.42% | +444+1.4% | Added |
| Empire Financial Management Company, LLC | 33,107 | $5.73M | 1.89% | +4,272+14.8% | Added |
| FORA Capital, LLC | 33,082 | $5.72M | 0.70% | +33,082 | New |
| Private Advisory Group LLC | 33,006 | $5.71M | 0.75% | +3,336+11.2% | Added |
| Caxton Associates LP | 32,500 | $5.62M | 0.22% | +32,500 | New |
| Strategic Planning Group, LLC | 32,498 | $5.62M | 1.23% | +9,401+40.7% | Added |
| Mediolanum International Funds Ltd | 35,104 | $5.60M | 0.09% | +7,323+26.4% | Added |
| Concurrent Investment Advisors, LLC | 32,331 | $5.59M | 0.18% | +3,625+12.6% | Added |
| Moloney Securities Asset Management, LLC | 32,286 | $5.58M | 0.81% | +5,122+18.9% | Added |
| New England Asset Management Inc | 32,200 | $5.57M | 0.92% | −710−2.2% | Reduced |
| Toth Financial Advisory Corp | 32,176 | $5.56M | 0.71% | −1,609−4.8% | Reduced |
| Searle & Co. | 32,111 | $5.55M | 1.30% | +9,906+44.6% | Added |
| Gabelli Funds LLC | 32,060 | $5.54M | 0.04% | −90−0.3% | Reduced |
| Stonegate Investment Group, LLC | 32,040 | $5.54M | 0.16% | −1,244−3.7% | Reduced |
| Perigon Wealth Management, LLC | 31,923 | $5.52M | 0.16% | +10,676+50.2% | Added |
| Canandaigua National Bank & Trust Co | 31,896 | $5.52M | 0.60% | +48+0.2% | Added |
| Rodgers Brothers Inc. | 31,844 | $5.51M | 0.75% | −47−0.1% | Reduced |
| Sowell Financial Services LLC | 31,708 | $5.48M | 0.26% | −308−1.0% | Reduced |
| EP Wealth Advisors, LLC | 31,481 | $5.44M | 0.06% | +3,208+11.3% | Added |
| Ar Asset Management Inc | 31,452 | $5.44M | 1.31% | 00.0% | Unchanged |