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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 3,447 | $762.1K | 0.07% | +60+1.8% | Added |
| Holistic Financial Partners | 3,450 | $762.7K | 0.37% | +990+40.2% | Added |
| Insight 2811, Inc. | 3,454 | $763.6K | 0.38% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,458 | $764.6K | 0.56% | +190+5.8% | Added |
| Promethium Advisors,llc | 3,463 | $765.6K | 0.54% | +3,463 | New |
| Lynx Investment Advisory | 3,464 | $766.0K | 0.55% | +331+10.6% | Added |
| Virtu Financial LLC | 3,465 | $766.0K | 0.04% | +3,465 | New |
| Walter & Keenan Financial Consulting Co | 3,469 | $766.9K | 0.23% | +9+0.3% | Added |
| Auxano Advisors, LLC | 3,471 | $767.3K | 0.20% | +208+6.4% | Added |
| Smart Portfolios, LLC | 3,481 | $769.6K | 0.78% | −54−1.5% | Reduced |
| Legal Advantage Investments, Inc. | 3,484 | $770.2K | 0.42% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,490 | $771.6K | 0.35% | +188+5.7% | Added |
| Investment Advisory Services Inc | 3,493 | $772.1K | 0.27% | +356+11.3% | Added |
| Tennessee Valley Asset Management Partners | 3,486 | $772.3K | 0.13% | +2+0.1% | Added |
| St. Louis Trust Co | 3,500 | $773.8K | 0.11% | −1,132−24.4% | Reduced |
| Safe Harbor Fiduciary, LLC | 3,500 | $773.8K | 0.73% | +3,500 | New |
| Woodard & Co Asset Management Group Inc | 3,520 | $778.2K | 0.17% | +500+16.6% | Added |
| Fort Point Capital Partners LLC | 3,521 | $778.4K | 0.10% | +66+1.9% | Added |
| Gs Investments, Inc. | 3,525 | $779.3K | 0.35% | −25−0.7% | Reduced |
| First Personal Financial Services | 3,531 | $780.6K | 0.17% | +127+3.7% | Added |
| Roof Eidam & Maycock | 3,535 | $781.5K | 0.20% | 00.0% | Unchanged |
| True Vision MN LLC | 3,536 | $781.7K | 0.47% | +237+7.2% | Added |
| Geometric Wealth Advisors | 3,546 | $784.0K | 0.14% | −2−0.1% | Reduced |
| Kendall Capital Management | 3,549 | $784.6K | 0.24% | +260+7.9% | Added |
| Northwest Financial Advisors | 3,550 | $784.8K | 0.62% | +1,270+55.7% | Added |
| Boit C F David | 3,584 | $787.5K | 0.39% | 00.0% | Unchanged |
| King Wealth | 3,567 | $789.0K | 0.12% | −79−2.2% | Reduced |
| McAdam, LLC | 3,570 | $789.2K | 0.04% | +52+1.5% | Added |
| Sawyer & Company, Inc | 3,579 | $791.0K | 0.29% | −82−2.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,583 | $792.0K | 0.33% | +3,583 | New |
| Lafayette Investments, Inc. | 3,584 | $792.4K | 0.17% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,586 | $792.9K | 0.57% | +10.0% | Added |
| Oldfather Financial Services, LLC | 3,587 | $793.0K | 0.31% | +20+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,593 | $794.3K | 0.50% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,597 | $795.2K | 0.06% | −189−5.0% | Reduced |
| Dopkins Wealth Management, LLC | 3,600 | $795.9K | 0.64% | −300−7.7% | Reduced |
| New Hampshire Trust | 3,601 | $796.1K | 0.17% | 00.0% | Unchanged |
| MBL Wealth, LLC | 3,603 | $796.6K | 0.09% | +1,318+57.7% | Added |
| Capstone Investment Advisors, LLC | 3,607 | $797.4K | 0.02% | +1,178+48.5% | Added |
| Gilbert & Cook, Inc. | 3,609 | $797.9K | 0.11% | −5−0.1% | Reduced |
| Keystone Financial Group | 3,613 | $798.8K | 0.10% | +408+12.7% | Added |
| Greenfield Savings Bank | 3,615 | $799.2K | 0.38% | −3−0.1% | Reduced |
| Blue Chip Partners, Inc. | 3,616 | $799.5K | 0.07% | +566+18.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,634 | $801.5K | 0.42% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $802.1K | 0.18% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 3,633 | $803.2K | 0.08% | +186+5.4% | Added |
| Oak Harbor Wealth Partners, LLC | 3,640 | $804.7K | 0.23% | +4+0.1% | Added |
| Sachetta, LLC | 3,646 | $806.0K | 0.32% | +684+23.1% | Added |
| Beach Investment Counsel Inc | 3,646 | $806.0K | 0.10% | −50−1.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,650 | $806.9K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,652 | $807.4K | 0.27% | +521+16.6% | Added |
| Wimmer Associates 1, LLC | 3,658 | $808.7K | 0.40% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 3,664 | $809.2K | 0.33% | +3,664 | New |
| Mountain Pacific Investment Advisers Inc | 3,672 | $811.8K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,674 | $812.2K | 0.07% | +80+2.2% | Added |
| SignalPoint Asset Management, LLC | 3,683 | $813.3K | 0.19% | −160−4.2% | Reduced |
| JB Capital LLC | 3,680 | $813.6K | 0.05% | +30+0.8% | Added |
| Everett Harris & Co | 3,685 | $814.7K | 0.01% | −50−1.3% | Reduced |
| MTM Investment Management, LLC | 3,630 | $820.4K | 0.32% | −159−4.2% | Reduced |
| OneAscent Financial Services LLC | 3,732 | $825.0K | 0.59% | +3,732 | New |
| First Command Advisory Services, Inc. | 3,735 | $825.7K | 0.01% | +144+4.0% | Added |
| City State Bank | 3,750 | $829.0K | 0.30% | −253−6.3% | Reduced |
| Spirepoint Private Client, LLC | 3,760 | $831.3K | 0.11% | +34+0.9% | Added |
| Dempze Nancy E | 3,760 | $831.3K | 0.46% | +2,460+189.2% | Added |
| Massachusetts Wealth Management | 3,760 | $831.3K | 0.52% | +3,760 | New |
| West Family Investments, Inc. | 3,763 | $831.9K | 0.28% | +782+26.2% | Added |
| Planned Solutions, Inc. | 3,767 | $832.8K | 0.34% | +29+0.8% | Added |
| Institute for Wealth Management, LLC. | 3,771 | $833.8K | 0.11% | −152−3.9% | Reduced |
| Wealth Architects, LLC | 3,777 | $835.0K | 0.09% | −4−0.1% | Reduced |
| Advisor Resource Council | 3,782 | $836.1K | 0.38% | +3,782 | New |
| Fortem Financial Group, LLC | 3,790 | $838.0K | 0.34% | +3,790 | New |
| Interchange Capital Partners, LLC | 3,797 | $839.4K | 0.30% | −535−12.3% | Reduced |
| Weil Company, Inc. | 3,805 | $841.2K | 0.28% | +10.0% | Added |
| Invictus Private Wealth, LLC | 3,822 | $845.0K | 0.07% | −63−1.6% | Reduced |
| Thomasville National Bank | 3,825 | $845.6K | 0.06% | +752+24.5% | Added |
| HBW Advisory Services LLC | 3,825 | $845.7K | 0.12% | −397−9.4% | Reduced |
| Keynote Financial Services LLC | 3,841 | $849.2K | 0.65% | −20−0.5% | Reduced |
| SMART Wealth LLC | 3,843 | $849.6K | 0.33% | −295−7.1% | Reduced |
| Gries Financial LLC | 3,845 | $850.0K | 0.16% | +483+14.4% | Added |
| Continuum Advisory, LLC | 4,068 | $850.2K | 0.11% | −784−16.2% | Reduced |
| Capital Investment Counsel, Inc | 3,847 | $850.5K | 0.12% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,847 | $850.5K | 0.05% | +700+22.2% | Added |
| Werba Rubin Papier Wealth Management | 3,855 | $852.3K | 0.20% | −63−1.6% | Reduced |
| Rinkey Investments | 3,861 | $853.6K | 0.28% | +6+0.2% | Added |
| Cullen Investment Group, Ltd. | 3,862 | $853.8K | 0.13% | −23−0.6% | Reduced |
| Congress Park Capital LLC | 3,863 | $854.0K | 0.32% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 3,874 | $856.5K | 0.07% | −62−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,874 | $856.6K | 0.43% | +130+3.5% | Added |
| Global Trust Asset Management, LLC | 3,876 | $856.9K | 0.32% | +1,915+97.7% | Added |
| Reliant Investment Management, LLC | 3,900 | $862.2K | 0.41% | +40+1.0% | Added |
| Appleton Partners Inc | 3,917 | $866.0K | 0.06% | −452−10.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,932 | $869.3K | 0.22% | −33−0.8% | Reduced |
| Weatherly Asset Management L. P. | 3,943 | $871.7K | 0.08% | −229−5.5% | Reduced |
| BluePath Capital Management, LLC | 3,954 | $874.2K | 0.55% | −484−10.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,967 | $876.9K | 0.28% | −99−2.4% | Reduced |
| Accredited Investors Inc. | 3,975 | $878.7K | 0.05% | −93−2.3% | Reduced |
| Sound Financial Strategies Group, LLC | 3,980 | $879.9K | 0.71% | +46+1.2% | Added |
| Quotient Wealth Partners, LLC | 3,982 | $880.3K | 0.03% | +181+4.8% | Added |
| First Western Trust Bank | 3,987 | $881.4K | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 3,993 | $882.7K | 0.02% | +1,874+88.4% | Added |