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, Q3 2024
Institutional positions in International Business Machines Corp as of Sep 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
- 2,941
- +208 vs. Q2 2024
- Shares held
- 566.6M
- +93.0M (+19.6%) vs. Q2 2024
- Total value
- $124.7B
- +$42.8B (+52.2%) vs. Q2 2024
- New holders
- 297
- 1,135 more added
- Sold out
- 89
- 1,100 more reduced
31 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| Morse Asset Management, Inc | 2 | $442 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $884 | 0.00% | −1−20.0% | Reduced |
| Reston Wealth Management LLC | 4 | $884 | 0.00% | +4 | New |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 8 | $1.77K | 0.00% | −8−50.0% | Reduced |
| Eukles Asset Management | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $2.87K | 0.00% | +13 | New |
| Annapolis Financial Services, LLC | 13 | $2.88K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $3.32K | 0.00% | +4+36.4% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $4.00K | 0.00% | −1,759−99.1% | Reduced |
| PayPay Securities Corp | 21 | $4.64K | 0.41% | −15−41.7% | Reduced |
| Highline Wealth Partners LLC | 26 | $5.75K | 0.00% | +22+550.0% | Added |
| Goodman Advisory Group, LLC | 26 | $5.75K | 0.00% | +26 | New |
| HBC Financial Services, PLLC | 30 | $6.00K | 0.00% | +30 | New |
| Cordant, Inc. | 30 | $6.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $6.85K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 32 | $7.08K | 0.00% | +32 | New |
| Horizons Wealth Management | 35 | $7.74K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 37 | $8.18K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 38 | $8.40K | 0.00% | +38 | New |
| Westend Capital Management, LLC | 40 | $8.84K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 47 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 47 | $10.5K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 53 | $11.7K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 56 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 58 | $12.8K | 0.02% | +58 | New |
| Valued Wealth Advisors LLC | 67 | $14.8K | 0.01% | +13+24.1% | Added |
| Guardian Wealth Management, Inc. | 69 | $15.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 70 | $15.5K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 74 | $16.4K | 0.01% | +33+80.5% | Added |
| Creative Capital Management Investments LLC | 74 | $16.4K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 75 | $16.6K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 80 | $17.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 80 | $17.8K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 82 | $18.1K | 0.01% | +1+1.2% | Added |
| McMahon Financial Advisors, LLC | 88 | $19.5K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 92 | $20.3K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 100 | $22.0K | 0.01% | +100 | New |
| Tradewinds Capital Management, LLC | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 102 | $22.6K | 0.01% | +1+1.0% | Added |
| Legacy Investment Solutions, LLC | 108 | $22.8K | 0.01% | +108 | New |
| Legacy Wealth Managment, LLC | 108 | $22.8K | 0.01% | +108 | New |
| Mendota Financial Group, LLC | 107 | $23.7K | 0.01% | +2+1.9% | Added |
| American Capital Advisory, LLC | 116 | $25.7K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 118 | $26.1K | 0.01% | +118 | New |
| Signature Resources Capital Management, LLC | 120 | $26.5K | 0.02% | −18−13.0% | Reduced |
| FWL Investment Management, LLC | 125 | $27.6K | 0.01% | −40−24.2% | Reduced |
| DAGCO, Inc. | 125 | $27.6K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 131 | $29.0K | 0.02% | +131 | New |
| Hazlett, Burt & Watson, Inc. | 127 | $29.0K | 0.01% | +116+1,054.5% | Added |
| Park Place Capital Corp | 136 | $30.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 139 | $30.7K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 139 | $31.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 143 | $31.7K | 0.01% | −406−74.0% | Reduced |
| FPC Investment Advisory, Inc. | 140 | $31.8K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 145 | $32.1K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 147 | $32.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $33.2K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 154 | $33.9K | 0.02% | −282−64.7% | Reduced |
| Heck Capital Advisors, LLC | 155 | $34.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $35.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 163 | $36.0K | 0.01% | +161+8,050.0% | Added |
| Painted Porch Advisors LLC | 167 | $36.9K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 166 | $37.0K | 0.02% | −54−24.5% | Reduced |
| Naples Money Management LLC | 170 | $37.6K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 171 | $37.8K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 176 | $38.9K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 186 | $41.1K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 197 | $43.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 564 | $43.0K | 0.05% | +219+63.5% | Added |
| Capital Performance Advisors LLP | 195 | $43.1K | 0.01% | +195 | New |
| Insight Financial Services | 197 | $43.6K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 197 | $43.6K | 0.00% | +68+52.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 200 | $44.2K | 0.01% | −10−4.8% | Reduced |
| Lam Group, Inc. | 202 | $44.7K | 0.03% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 259 | $44.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 203 | $45.0K | 0.02% | +1+0.5% | Added |
| Wintrust Investments LLC | 205 | $45.0K | 0.03% | −1,973−90.6% | Reduced |
| Stephenson National Bank & Trust | 207 | $45.8K | 0.01% | −135−39.5% | Reduced |
| Gleason Group, Inc. | 216 | $47.7K | 0.01% | +2+0.9% | Added |
| Caitlin John, LLC | 228 | $48.1K | 0.03% | −32−12.3% | Reduced |
| Quest Partners LLC | 238 | $52.6K | 0.00% | +237+23,700.0% | Added |
| Dunhill Financial, LLC | 238 | $52.7K | 0.03% | +97+68.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 240 | $53.1K | 0.08% | +77+47.2% | Added |
| Louisbourg Investments Inc. | 247 | $54.6K | 0.01% | +59+31.4% | Added |
| GoalVest Advisory LLC | 248 | $54.8K | 0.02% | −20−7.5% | Reduced |
| Activest Wealth Management | 248 | $54.9K | 0.02% | +2+0.8% | Added |
| Atlantic Private Wealth, LLC | 250 | $55.3K | 0.04% | +250 | New |
| Hillsdale Investment Management Inc. | 257 | $56.8K | 0.00% | −3,513−93.2% | Reduced |
| Richardson Capital Management LLC | 275 | $60.8K | 0.04% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 284 | $62.0K | 0.03% | 00.0% | Unchanged |