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 | 3,708 | $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, 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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 2,277 | $503.5K | 0.31% | −10.0% | Reduced |
| Umpqua Bank | 2,281 | $504.3K | 0.18% | +94+4.3% | Added |
| Southeast Asset Advisors Inc. | 2,283 | $504.7K | 0.06% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,286 | $505.4K | 0.16% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,286 | $505.4K | 0.21% | +11+0.5% | Added |
| Mechanics Bank Trust Department | 2,288 | $505.8K | 0.07% | −37−1.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,293 | $506.9K | 0.12% | +8+0.4% | Added |
| Global X Japan Co., Ltd. | 2,293 | $506.9K | 0.06% | −36−1.5% | Reduced |
| Oakworth Capital, Inc. | 2,294 | $507.2K | 0.04% | +544+31.1% | Added |
| Lodestar Private Asset Management LLC | 2,297 | $507.8K | 0.06% | −3−0.1% | Reduced |
| Destination Wealth Management | 2,299 | $508.3K | 0.02% | +222+10.7% | Added |
| Horizon Wealth Management, LLC | 2,309 | $510.4K | 0.10% | +112+5.1% | Added |
| Patrick M Sweeney & Associates, Inc | 2,309 | $510.5K | 0.38% | −5−0.2% | Reduced |
| Court Place Advisors, LLC | 2,309 | $510.5K | 0.15% | 00.0% | Unchanged |
| FIL Ltd | 2,313 | $511.4K | 0.00% | +254+12.3% | Added |
| Koss-Olinger Consulting, LLC | 2,318 | $512.0K | 0.04% | +63+2.8% | Added |
| Lineweaver Wealth Advisors, LLC | 2,317 | $512.5K | 0.10% | +7+0.3% | Added |
| RS Crum Inc. | 2,321 | $513.1K | 0.12% | +140+6.4% | Added |
| Clear Harbor Asset Management, LLC | 2,323 | $513.6K | 0.04% | +395+20.5% | Added |
| RBA Wealth Management, LLC | 2,324 | $513.8K | 0.20% | −15−0.6% | Reduced |
| Tower Wealth Partners, Inc. | 2,331 | $515.3K | 0.30% | +300+14.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,332 | $515.6K | 0.10% | +1,081+86.4% | Added |
| WFA of San Diego, LLC | 2,333 | $515.8K | 0.43% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,340 | $517.2K | 0.16% | −19−0.8% | Reduced |
| HTLF Bank | 2,341 | $517.5K | 0.06% | −265−10.2% | Reduced |
| Talbot Financial, LLC | 2,343 | $518.0K | 0.06% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 2,269 | $518.6K | 0.11% | +2,269 | New |
| Independent Investors Inc | 2,350 | $519.5K | 0.11% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,353 | $520.2K | 0.15% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,337 | $520.8K | 0.07% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,363 | $522.4K | 0.18% | +179+8.2% | Added |
| West Bancorporation Inc | 2,365 | $522.9K | 0.35% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,367 | $523.4K | 0.13% | +15+0.6% | Added |
| Novare Capital Management LLC | 2,370 | $524.0K | 0.04% | −34−1.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,373 | $524.6K | 0.06% | −70−2.9% | Reduced |
| Per Stirling Capital Management, LLC. | 2,381 | $526.4K | 0.07% | −83−3.4% | Reduced |
| Signal Advisors Wealth, LLC | 2,387 | $527.7K | 0.08% | +2,387 | New |
| Am Investment Strategies LLC | 2,389 | $528.0K | 0.13% | +8+0.3% | Added |
| Prossimo Advisors, LLC | 2,388 | $528.0K | 0.39% | +93+4.1% | Added |
| Rowland & Co Investment Counsel | 2,393 | $529.0K | 0.11% | +40+1.7% | Added |
| Future Financial Wealth Managment LLC | 2,394 | $529.2K | 0.38% | +3+0.1% | Added |
| Quintet Private Bank (Europe) S.A. | 2,396 | $529.7K | 0.03% | +183+8.3% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $530.6K | 0.03% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $530.6K | 0.02% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,416 | $534.2K | 0.28% | +1,208+100.0% | Added |
| Onefund, LLC | 2,419 | $534.8K | 0.54% | +24+1.0% | Added |
| Beacon Capital Management, LLC | 2,421 | $535.2K | 0.08% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 2,422 | $535.4K | 0.09% | +1,201+98.4% | Added |
| Charter Oak Capital Management, LLC | 2,423 | $535.7K | 0.05% | +190+8.5% | Added |
| Acorn Financial Advisory Services Inc | 2,423 | $535.8K | 0.09% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,426 | $536.3K | 0.06% | +101+4.3% | Added |
| Tyler-Stone Wealth Management | 2,428 | $536.8K | 0.10% | +1,332+121.5% | Added |
| Balboa Wealth Partners | 2,430 | $537.2K | 0.13% | +910+59.9% | Added |
| Unique Wealth Strategies, LLC | 2,431 | $537.4K | 0.23% | +2,327+2,237.5% | Added |
| Brendel Financial Advisors LLC | 2,438 | $539.0K | 0.31% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,444 | $540.3K | 0.11% | −95−3.7% | Reduced |
| Sonata Capital Group Inc | 2,445 | $541.0K | 0.23% | −380−13.5% | Reduced |
| Nemes Rush Group LLC | 2,836 | $541.6K | 0.08% | +3+0.1% | Added |
| Sinecera Capital, LLC | 2,452 | $542.1K | 0.65% | +11+0.5% | Added |
| Magnolia Capital Management Ltd | 2,457 | $543.0K | 0.43% | 00.0% | Unchanged |
| Coastline Trust Co | 2,465 | $545.0K | 0.06% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,465 | $545.0K | 0.29% | −3−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 2,466 | $545.2K | 0.24% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,154 | $545.5K | 0.40% | 00.0% | Unchanged |
| FCG Investment Co | 2,471 | $546.3K | 0.36% | −70−2.8% | Reduced |
| Builder Investment Group Inc | 2,475 | $547.2K | 0.15% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,481 | $548.5K | 0.01% | −1,897−43.3% | Reduced |
| United Asset Strategies, Inc. | 2,484 | $549.2K | 0.05% | −28−1.1% | Reduced |
| New Potomac Partners, LLC | 2,485 | $549.4K | 0.28% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,486 | $549.7K | 0.05% | −174−6.5% | Reduced |
| Trillium Asset Management, LLC | 2,495 | $551.0K | 0.01% | +10.0% | Added |
| Armstrong Advisory Group, Inc | 2,495 | $551.6K | 0.05% | −534−17.6% | Reduced |
| Weaver Consulting Group | 2,496 | $551.8K | 0.18% | −215−7.9% | Reduced |
| BTG Pactual Asset Management US LLC | 2,499 | $552.5K | 0.08% | +2,499 | New |
| Alta Advisers Ltd | 2,500 | $552.7K | 0.25% | +100+4.2% | Added |
| Reuter James Wealth Management, LLC | 2,500 | $552.7K | 0.10% | +2,500 | New |
| Peachtree Investment Partners, LLC | 2,501 | $552.9K | 0.21% | +2,501 | New |
| WealthShield Partners, LLC | 2,501 | $553.0K | 0.07% | −2−0.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,502 | $553.2K | 0.38% | −50−2.0% | Reduced |
| Wealth Group, Ltd. | 2,505 | $554.0K | 0.37% | −705−22.0% | Reduced |
| Ethos Financial Group, LLC | 2,505 | $554.0K | 0.09% | +23+0.9% | Added |
| Pacific Global Investment Management CO | 2,508 | $554.5K | 0.10% | −5−0.2% | Reduced |
| SRN Advisors, LLC | 2,511 | $555.1K | 0.49% | −2,180−46.5% | Reduced |
| Boyd Watterson Asset Management LLC | 2,512 | $555.3K | 0.15% | −40−1.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2,513 | $555.4K | 0.10% | +35+1.4% | Added |
| Pegasus Asset Management, Inc. | 2,514 | $555.8K | 0.21% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,516 | $556.3K | 0.17% | −257−9.3% | Reduced |
| Wealthstream Advisors, Inc. | 2,519 | $556.8K | 0.10% | +290+13.0% | Added |
| LM Advisors LLC | 2,520 | $557.0K | 0.11% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,520 | $557.1K | 0.10% | +2,520 | New |
| WNY Asset Management, LLC | 2,520 | $557.2K | 0.07% | −1,949−43.6% | Reduced |
| LVZ Advisors, Inc. | 2,525 | $558.2K | 0.07% | −188−6.9% | Reduced |
| Brophy Wealth Management, LLC | 2,526 | $558.5K | 0.20% | +2,526 | New |
| Smith Shellnut Wilson LLC | 2,528 | $558.9K | 0.25% | +5+0.2% | Added |
| Optas, LLC | 2,546 | $562.9K | 0.13% | +291+12.9% | Added |
| Windsor Capital Management, LLC | 2,548 | $563.3K | 0.16% | −23−0.9% | Reduced |
| CKW Financial Group | 2,576 | $565.0K | 0.07% | +12+0.5% | Added |
| Chatham Capital Group, Inc. | 2,565 | $567.1K | 0.09% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,566 | $567.3K | 0.00% | −3,724−59.2% | Reduced |
| Revolve Wealth Partners, LLC | 2,568 | $567.7K | 0.09% | +925+56.3% | Added |