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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 31,228 | $5.40M | 0.53% | +1,211+4.0% | Added |
| 1st Source Bank | 31,057 | $5.37M | 0.31% | +130+0.4% | Added |
| Farmers & Merchants Investments Inc | 30,936 | $5.35M | 0.18% | +645+2.1% | Added |
| Bard Financial Services, Inc. | 30,860 | $5.34M | 0.55% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 30,750 | $5.32M | 0.15% | −1,719−5.3% | Reduced |
| Shilanski & Associates, Inc. | 30,739 | $5.32M | 1.79% | +201+0.7% | Added |
| Empirical Finance, LLC | 30,674 | $5.31M | 0.33% | −2,018−6.2% | Reduced |
| Hourglass Capital, LLC | 30,545 | $5.28M | 1.57% | +120+0.4% | Added |
| Mendel Money Management | 30,469 | $5.27M | 2.47% | −710−2.3% | Reduced |
| Garland Capital Management Inc | 30,076 | $5.20M | 3.68% | −642−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,629 | $5.12M | 0.35% | −567−1.9% | Reduced |
| Bonness Enterprises Inc | 29,564 | $5.11M | 1.87% | 00.0% | Unchanged |
| Asset Dedication, LLC | 29,536 | $5.11M | 0.35% | +2,704+10.1% | Added |
| Cary Street Partner Investment Advisory LLC | 29,525 | $5.11M | 0.21% | +1,017+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,455 | $5.09M | 0.26% | +2,564+9.5% | Added |
| WealthPLAN Partners, LLC | 29,249 | $5.06M | 0.54% | −895−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,233 | $5.06M | 0.13% | +198+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 29,219 | $5.05M | 0.05% | +847+3.0% | Added |
| Gladstone Institutional Advisory LLC | 29,107 | $5.03M | 0.26% | −1,307−4.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 29,010 | $5.02M | 1.50% | −836−2.8% | Reduced |
| Factory Mutual Insurance Co | 28,800 | $4.98M | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 28,747 | $4.97M | 1.17% | +60.0% | Added |
| Tufton Capital Management | 28,715 | $4.97M | 0.97% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 28,675 | $4.96M | 0.12% | +748+2.7% | Added |
| Parallel Advisors, LLC | 28,620 | $4.95M | 0.13% | +1,694+6.3% | Added |
| Hall Laurie J Trustee | 28,594 | $4.95M | 1.72% | +283+1.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,550 | $4.93M | 0.22% | +11,854+71.0% | Added |
| Legacy CG, LLC | 28,503 | $4.93M | 1.68% | +28,503 | New |
| King Luther Capital Management Corp | 28,154 | $4.87M | 0.02% | −3,533−11.1% | Reduced |
| Capital Planning Advisors, LLC | 28,021 | $4.85M | 0.83% | +1,222+4.6% | Added |
| Iowa State Bank | 27,916 | $4.83M | 1.07% | +280+1.0% | Added |
| FLC Capital Advisors | 27,914 | $4.83M | 1.19% | −70−0.3% | Reduced |
| Veriti Management LLC | 27,877 | $4.82M | 0.30% | +3,494+14.3% | Added |
| Hayek Kallen Investment Management | 27,815 | $4.81M | 1.79% | +513+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 27,809 | $4.81M | 0.13% | −1,483−5.1% | Reduced |
| Trajan Wealth LLC | 27,515 | $4.76M | 0.31% | +33+0.1% | Added |
| UBS Oconnor LLC | 27,500 | $4.76M | 0.13% | +27,500 | New |
| Chartwell Investment Partners, LLC | 27,228 | $4.71M | 0.17% | −347−1.3% | Reduced |
| Holderness Investments Co | 27,203 | $4.70M | 1.11% | +3,209+13.4% | Added |
| Horizon Investments, LLC | 27,413 | $4.70M | 0.13% | −269−1.0% | Reduced |
| Vectors Research Management, LLC | 27,101 | $4.69M | 1.44% | −1,161−4.1% | Reduced |
| Resources Management Corp | 26,886 | $4.65M | 0.68% | +692+2.6% | Added |
| Altrius Capital Management Inc | 26,884 | $4.65M | 1.22% | +812+3.1% | Added |
| Jacobi Capital Management LLC | 26,793 | $4.63M | 0.40% | +367+1.4% | Added |
| Van Strum & Towne Inc. | 26,786 | $4.63M | 1.68% | +170+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 26,738 | $4.62M | 0.48% | +448+1.7% | Added |
| Ironwood Investment Counsel, LLC | 26,577 | $4.60M | 0.82% | −1,424−5.1% | Reduced |
| Prio Wealth Limited Partnership | 26,538 | $4.59M | 0.14% | −2,945−10.0% | Reduced |
| South State Corp. | 26,489 | $4.58M | 0.33% | +520+2.0% | Added |
| Prosperity Consulting Group, LLC | 26,476 | $4.58M | 0.62% | −4,488−14.5% | Reduced |
| NovaPoint Capital, LLC | 26,443 | $4.57M | 1.55% | +491+1.9% | Added |
| Kinloch Capital, LLC | 26,219 | $4.53M | 2.36% | −400−1.5% | Reduced |
| Hantz Financial Services, Inc. | 26,164 | $4.53M | 0.09% | −108−0.4% | Reduced |
| Kinneret Advisory, LLC | 26,065 | $4.51M | 0.43% | +2,171+9.1% | Added |
| Foresight Capital Management Advisors, Inc. | 25,981 | $4.49M | 3.04% | +12,152+87.9% | Added |
| Greylin Investment Mangement Inc | 25,940 | $4.49M | 0.75% | −354−1.3% | Reduced |
| Principal Securities, Inc. | 25,910 | $4.48M | 0.12% | +5,346+26.0% | Added |
| Bartlett & Co. Wealth Management LLC | 25,789 | $4.46M | 0.07% | −1,094−4.1% | Reduced |
| United Services Automobile Association | 25,739 | $4.45M | 0.11% | −941−3.5% | Reduced |
| Edge Capital Group, LLC | 25,687 | $4.44M | 0.22% | +5,098+24.8% | Added |
| Wellington Shields & Co., LLC | 25,658 | $4.44M | 1.45% | +30.0% | Added |
| We Are One Seven, LLC | 25,471 | $4.41M | 0.21% | +1,593+6.7% | Added |
| Birinyi Associates Inc | 25,413 | $4.40M | 1.32% | −248−1.0% | Reduced |
| MEMBERS Trust Co | 25,311 | $4.38M | 0.13% | −786−3.0% | Reduced |
| Patton Albertson Miller Group, LLC | 25,250 | $4.37M | 0.62% | +4,386+21.0% | Added |
| Wealthspire Advisors, LLC | 25,186 | $4.36M | 0.06% | −103−0.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 25,186 | $4.36M | 0.96% | +1,593+6.8% | Added |
| SS&H Financial Advisors, Inc. | 25,185 | $4.36M | 1.70% | 00.0% | Unchanged |
| Central Trust Co | 25,101 | $4.34M | 0.11% | +217+0.9% | Added |
| Perpetual Ltd | 25,082 | $4.34M | 0.05% | +25,082 | New |
| Winton Group Ltd | 25,000 | $4.32M | 0.29% | −10,205−29.0% | Reduced |
| Gateway Advisory, LLC | 24,882 | $4.30M | 0.73% | +1,088+4.6% | Added |
| First Nebraska Trust Co | 24,845 | $4.30M | 0.44% | −237−0.9% | Reduced |
| Busey Wealth Management | 24,753 | $4.28M | 0.15% | +1,601+6.9% | Added |
| Hanson & Doremus Investment Management | 24,648 | $4.26M | 0.71% | +468+1.9% | Added |
| Kavar Capital Partners Group, LLC | 24,638 | $4.26M | 0.77% | +105+0.4% | Added |
| L2 Asset Management, LLC | 24,628 | $4.26M | 1.28% | +13,923+130.1% | Added |
| Argyle Capital Management Inc. | 24,607 | $4.26M | 1.75% | +2,280+10.2% | Added |
| Stock Yards Bank & Trust Co | 24,548 | $4.25M | 0.14% | −244−1.0% | Reduced |
| Capital Investment Counsel, LLC | 24,531 | $4.24M | 0.83% | +24,531 | New |
| Claret Asset Management Corp | 24,397 | $4.22M | 0.75% | −473−1.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,331 | $4.21M | 0.09% | +931+4.0% | Added |
| Silverlake Wealth Management LLC | 24,101 | $4.17M | 1.71% | +207+0.9% | Added |
| Vident Advisory, LLC | 24,021 | $4.15M | 0.11% | +1,596+7.1% | Added |
| Financial Sense Advisors, Inc. | 23,960 | $4.14M | 1.31% | +9,633+67.2% | Added |
| Global Retirement Partners, LLC | 23,837 | $4.12M | 0.13% | +3,710+18.4% | Added |
| Lifeworks Advisors, LLC | 23,731 | $4.10M | 1.14% | +4,868+25.8% | Added |
| Windward Capital Management Co | 23,712 | $4.10M | 0.35% | −547−2.3% | Reduced |
| BLB&B Advisors, LLC | 23,707 | $4.10M | 0.22% | +171+0.7% | Added |
| Hilltop Holdings Inc. | 23,598 | $4.08M | 0.48% | −274−1.1% | Reduced |
| Hallmark Capital Management Inc | 23,585 | $4.08M | 0.32% | −1,756−6.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,509 | $4.07M | 0.19% | +629+2.7% | Added |
| Mount Yale Investment Advisors, LLC | 23,415 | $4.05M | 0.32% | −540−2.3% | Reduced |
| PGGM Investments | 23,374 | $4.04M | 0.06% | −27,358−53.9% | Reduced |
| Money Concepts Capital Corp | 23,161 | $4.01M | 0.34% | +1,001+4.5% | Added |
| Staley Capital Advisers Inc | 23,107 | $4.00M | 0.18% | −100.0% | Reduced |
| Melqart Asset Management (UK) Ltd | 23,078 | $3.99M | 0.37% | +23,078 | New |
| J.P. Marvel Investment Advisors, LLC | 23,055 | $3.99M | 0.65% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 23,004 | $3.98M | 0.40% | +113+0.5% | Added |
| Cunning Capital Partners, LP | 22,975 | $3.97M | 2.26% | 00.0% | Unchanged |