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
- 2,940
- +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
- 1,099 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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 2,577 | $569.8K | 0.15% | +294+12.9% | Added |
| Doheny Asset Management | 2,585 | $571.0K | 0.39% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,585 | $571.4K | 0.08% | −45−1.7% | Reduced |
| Towercrest Capital Management | 2,587 | $571.8K | 0.09% | +10.0% | Added |
| 626 Financial, LLC | 2,589 | $572.4K | 0.32% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,594 | $573.5K | 0.14% | +382+17.3% | Added |
| Eldridge Investment Advisors, Inc. | 2,597 | $574.0K | 0.13% | +367+16.5% | Added |
| FSM Wealth Advisors, LLC | 2,597 | $574.1K | 0.15% | +178+7.4% | Added |
| Aire Advisors, LLC | 2,602 | $575.1K | 0.13% | −38−1.4% | Reduced |
| LGT Fund Management Co Ltd. | 2,621 | $575.9K | 0.06% | +1,121+74.7% | Added |
| Woodmont Investment Counsel LLC | 2,612 | $577.5K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,613 | $577.7K | 0.06% | +14+0.5% | Added |
| TriaGen Wealth Management LLC | 2,619 | $579.0K | 0.19% | −100−3.7% | Reduced |
| Penbrook Management LLC | 2,625 | $580.3K | 0.38% | −1,075−29.1% | Reduced |
| Lebenthal Global Advisors, LLC | 2,626 | $580.6K | 0.12% | −981−27.2% | Reduced |
| First Interstate Bank | 2,627 | $580.8K | 0.04% | +839+46.9% | Added |
| Orion Capital Management LLC | 2,629 | $581.2K | 0.28% | +50+1.9% | Added |
| Five Oceans Advisors | 2,636 | $582.8K | 0.28% | +350+15.3% | Added |
| Retirement Investment Advisors, Inc. | 2,640 | $583.7K | 0.06% | +528+25.0% | Added |
| Fiduciary Alliance LLC | 2,643 | $584.3K | 0.08% | +983+59.2% | Added |
| Opal Wealth Advisors, LLC | 2,645 | $584.8K | 0.18% | −25−0.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,652 | $586.3K | 0.04% | +2+0.1% | Added |
| Francis Financial, Inc. | 2,654 | $586.7K | 0.16% | +106+4.2% | Added |
| Financial Futures Ltd Liability Co. | 2,660 | $588.1K | 0.34% | −102−3.7% | Reduced |
| Visionary Wealth Advisors | 2,660 | $588.1K | 0.04% | +126+5.0% | Added |
| EverSource Wealth Advisors, LLC | 2,664 | $589.0K | 0.04% | +109+4.3% | Added |
| Spirit of America Management Corp | 2,668 | $589.8K | 0.12% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,670 | $590.3K | 0.21% | +1,372+105.7% | Added |
| Harvest Portfolios Group Inc. | 2,677 | $591.8K | 0.02% | −471−15.0% | Reduced |
| Barrett & Company, Inc. | 2,688 | $594.3K | 0.26% | +5+0.2% | Added |
| Cromwell Holdings LLC | 2,697 | $596.3K | 0.38% | +3+0.1% | Added |
| Eagle Capital Management LLC | 2,700 | $596.9K | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 2,711 | $598.7K | 0.03% | +2,711 | New |
| Country Trust Bank | 2,713 | $599.8K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,714 | $600.0K | 0.10% | +604+28.6% | Added |
| Private Capital Management LLC | 2,717 | $600.6K | 0.11% | +321+13.4% | Added |
| Summitry LLC | 2,723 | $602.1K | 0.03% | +566+26.2% | Added |
| Optimum Investment Advisors | 2,726 | $602.7K | 0.26% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,727 | $602.9K | 0.53% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,728 | $603.0K | 0.30% | −223−7.6% | Reduced |
| Facet Wealth, Inc. | 2,901 | $604.2K | 0.02% | +325+12.6% | Added |
| MWA Asset Management | 2,745 | $606.9K | 0.40% | +63+2.3% | Added |
| Northstar Advisory Group, LLC | 2,749 | $607.7K | 0.32% | −41−1.5% | Reduced |
| Sapient Capital LLC | 2,750 | $608.0K | 0.01% | +25+0.9% | Added |
| Bullock Wealth Management Group | 2,778 | $609.3K | 0.37% | −161−5.5% | Reduced |
| Blueprint Investment Partners LLC | 2,762 | $610.7K | 0.11% | +574+26.2% | Added |
| Ocean Capital Management, LLC | 2,763 | $610.9K | 0.14% | +2,763 | New |
| Trueblood Wealth Management, LLC | 2,768 | $612.0K | 0.31% | +100+3.7% | Added |
| Guardian Investment Management | 2,775 | $613.5K | 0.53% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,783 | $615.3K | 0.12% | −170−5.8% | Reduced |
| Retirement Planning Group | 2,796 | $618.1K | 0.03% | +2,796 | New |
| KG&L Capital Management,LLC | 2,823 | $620.5K | 0.20% | −3,934−58.2% | Reduced |
| Crescent Grove Advisors, LLC | 2,814 | $622.1K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,814 | $622.1K | 0.06% | +9+0.3% | Added |
| Greenwood Gearhart Inc | 2,815 | $622.3K | 0.05% | +9+0.3% | Added |
| ARS Investment Partners, LLC | 2,821 | $623.7K | 0.06% | +600+27.0% | Added |
| Seeds Investor LLC | 2,831 | $625.8K | 0.23% | +1,037+57.8% | Added |
| One Charles Private Wealth Services, LLC | 2,839 | $627.6K | 0.24% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 2,841 | $628.0K | 0.18% | +1,626+133.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,846 | $629.2K | 0.19% | −32−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 2,846 | $629.3K | 0.09% | +4+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,855 | $631.2K | 0.24% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,859 | $632.1K | 0.42% | −100−3.4% | Reduced |
| First Foundation Advisors | 2,866 | $633.5K | 0.02% | +987+52.5% | Added |
| Virtue Capital Management, LLC | 2,867 | $633.8K | 0.13% | −190−6.2% | Reduced |
| Planning Alternatives Ltd | 2,869 | $634.3K | 0.10% | −11−0.4% | Reduced |
| Quantum Financial Advisors, LLC | 2,880 | $636.8K | 0.10% | +900+45.5% | Added |
| Harvey Investment Co LLC | 2,882 | $637.0K | 0.07% | 00.0% | Unchanged |
| Citizens Business Bank | 2,882 | $637.2K | 0.13% | −606−17.4% | Reduced |
| Asset Advisors Investment Management, LLC | 2,883 | $637.4K | 0.07% | +40+1.4% | Added |
| Morris Financial Concepts, Inc. | 2,885 | $637.8K | 0.27% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,886 | $638.0K | 0.04% | +125+4.5% | Added |
| DLK Investment Management, LLC | 2,894 | $639.8K | 0.25% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 2,896 | $640.2K | 0.47% | −306−9.6% | Reduced |
| Sandy Cove Advisors, LLC | 2,905 | $642.3K | 0.26% | +66+2.3% | Added |
| Capital Advisors Wealth Management, LLC | 2,915 | $644.4K | 0.12% | +532+22.3% | Added |
| Monograph Wealth Advisors, LLC | 2,916 | $644.7K | 0.08% | +510+21.2% | Added |
| Tyche Wealth Partners LLC | 2,919 | $645.4K | 0.15% | +13+0.4% | Added |
| Professional Advisory Services Inc | 2,933 | $648.0K | 0.09% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,944 | $650.9K | 0.02% | +39+1.3% | Added |
| Evoke Wealth, LLC | 2,947 | $651.5K | 0.02% | +2,947 | New |
| Shepherd Kaplan Krochuk, LLC | 2,947 | $651.6K | 0.49% | +1,080+57.8% | Added |
| Navis Wealth Advisors, LLC | 2,954 | $653.1K | 0.71% | −40−1.3% | Reduced |
| Hengehold Capital Management LLC | 2,957 | $653.7K | 0.06% | −769−20.6% | Reduced |
| Cohen Investment Advisors LLC | 2,958 | $654.0K | 0.40% | −513−14.8% | Reduced |
| Saratoga Research & Investment Management | 2,968 | $656.2K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,971 | $656.8K | 0.90% | −4,356−59.5% | Reduced |
| Full Sail Capital, LLC | 2,971 | $656.8K | 0.04% | −374−11.2% | Reduced |
| Strategic Financial Concepts, LLC | 2,978 | $658.5K | 0.21% | −469,404−99.4% | Reduced |
| Enterprise Financial Services Corp | 2,983 | $659.5K | 0.38% | −91−3.0% | Reduced |
| McDaniel Terry & Co | 2,990 | $661.0K | 0.06% | +5+0.2% | Added |
| Libra Wealth LLC | 2,992 | $661.5K | 0.26% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,995 | $662.1K | 0.04% | −10.0% | Reduced |
| Amplius Wealth Advisors, LLC | 2,996 | $662.4K | 0.07% | +10.0% | Added |
| WMG Financial Advisors, LLC | 2,999 | $663.0K | 0.30% | +56+1.9% | Added |
| Kelly Lawrence W & Associates Inc | 3,008 | $665.0K | 0.15% | +800+36.2% | Added |
| Angeles Wealth Management, LLC | 3,011 | $665.7K | 0.06% | +226+8.1% | Added |
| Piscataqua Savings Bank | 3,013 | $666.1K | 0.57% | −50−1.6% | Reduced |
| Cooper/Haims Advisors, LLC | 3,020 | $667.7K | 0.37% | −100−3.2% | Reduced |
| First National Bank Sioux Falls | 3,025 | $668.8K | 0.30% | 00.0% | Unchanged |