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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 3,995 | $883.1K | 0.37% | −44−1.1% | Reduced |
| Monetta Financial Services Inc | 4,000 | $884.3K | 0.75% | +4,000 | New |
| Stephens Consulting, LLC | 4,002 | $884.7K | 0.23% | +3+0.1% | Added |
| Firestone Capital Management | 4,012 | $887.0K | 0.22% | +226+6.0% | Added |
| Legacy Advisors, LLC | 4,022 | $889.2K | 0.10% | +131+3.4% | Added |
| Oxford Financial Group Ltd | 4,022 | $889.3K | 0.06% | −281−6.5% | Reduced |
| Archvest Wealth Advisors, Inc. | 4,023 | $889.3K | 0.57% | +2,162+116.2% | Added |
| AMJ Financial Wealth Management | 4,023 | $889.4K | 0.26% | +4,023 | New |
| First National Bank | 4,028 | $890.5K | 0.62% | +522+14.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 4,044 | $894.1K | 0.34% | +210+5.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,058 | $897.2K | 0.10% | +43+1.1% | Added |
| Berkshire Bank | 4,059 | $897.4K | 0.21% | +138+3.5% | Added |
| Phillips Wealth Planners LLC | 3,849 | $899.4K | 0.86% | +2,150+126.5% | Added |
| YHB Investment Advisors, Inc. | 4,075 | $900.9K | 0.07% | −43−1.0% | Reduced |
| Heritage Wealth Advisors | 4,076 | $901.1K | 0.04% | +351+9.4% | Added |
| Oak Asset Management, LLC | 4,078 | $901.6K | 0.32% | −1,174−22.4% | Reduced |
| Alpine Bank Wealth Management | 4,098 | $906.0K | 0.14% | +4,098 | New |
| City Holding Co | 4,100 | $906.4K | 0.13% | −65−1.6% | Reduced |
| Legacy Capital Group California, Inc. | 4,106 | $907.8K | 0.30% | −279−6.4% | Reduced |
| Fiera Capital Corp | 4,107 | $908.0K | 0.00% | +142+3.6% | Added |
| Navellier & Associates Inc | 4,110 | $908.7K | 0.12% | −1,337−24.5% | Reduced |
| Port Capital LLC | 4,114 | $910.0K | 0.04% | −46−1.1% | Reduced |
| Geller Advisors LLC | 4,117 | $910.2K | 0.06% | +20+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,122 | $911.2K | 0.12% | −107−2.5% | Reduced |
| Cape Investment Advisory, Inc. | 4,123 | $911.4K | 0.37% | +6+0.1% | Added |
| My Legacy Advisors, LLC | 4,126 | $912.2K | 0.36% | −725−14.9% | Reduced |
| Heartland Bank & Trust Co | 4,126 | $912.2K | 0.49% | −137−3.2% | Reduced |
| Smith Thornton Advisors LLC | 4,129 | $912.8K | 0.60% | +71+1.7% | Added |
| LifePlan Investment Advisors, Inc. | 4,135 | $914.2K | 0.58% | +19+0.5% | Added |
| Mirador Capital Partners LP | 4,153 | $918.1K | 0.17% | −1,358−24.6% | Reduced |
| SeaBridge Investment Advisors LLC | 4,161 | $919.9K | 0.23% | −1,010−19.5% | Reduced |
| Close Asset Management Ltd | 4,166 | $920.0K | 0.03% | +1,925+85.9% | Added |
| LRI Investments, LLC | 4,416 | $922.8K | 0.09% | +310+7.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,199 | $928.0K | 0.27% | +259+6.6% | Added |
| William B. Walkup & Associates, Inc. | 4,200 | $928.5K | 0.57% | −118−2.7% | Reduced |
| Delos Wealth Advisors, LLC | 4,200 | $928.5K | 0.81% | +500+13.5% | Added |
| Missouri Trust & Investment Co | 4,212 | $931.2K | 0.32% | −83−1.9% | Reduced |
| DF Dent & Co Inc | 4,231 | $935.4K | 0.01% | −400−8.6% | Reduced |
| Plan Group Financial, LLC | 4,231 | $935.5K | 0.49% | +424+11.1% | Added |
| Cranbrook Wealth Management, LLC | 4,236 | $936.4K | 0.21% | −24−0.6% | Reduced |
| Fox Hill Wealth Management | 4,246 | $938.7K | 0.52% | +531+14.3% | Added |
| Motco | 4,246 | $938.7K | 0.09% | −360−7.8% | Reduced |
| Quent Capital, LLC | 4,278 | $945.8K | 0.10% | +168+4.1% | Added |
| Peoples Financial Services Corp. | 4,287 | $947.8K | 0.43% | −96−2.2% | Reduced |
| Paradigm Capital Management Inc | 4,300 | $950.6K | 0.04% | 00.0% | Unchanged |
| IMZ Advisory Inc | 4,212 | $951.9K | 0.44% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,326 | $956.5K | 0.68% | +4+0.1% | Added |
| PDS Planning, Inc | 4,349 | $961.5K | 0.09% | +424+10.8% | Added |
| Vaughan & Co Securities, Inc. | 4,355 | $962.8K | 0.57% | −95−2.1% | Reduced |
| Country Club Bank | 4,368 | $964.6K | 0.06% | −445−9.2% | Reduced |
| Argent Advisors, Inc. | 4,365 | $965.0K | 0.36% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 4,335 | $965.3K | 0.72% | +236+5.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,683 | $966.2K | 0.37% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,387 | $969.9K | 0.04% | +297+7.3% | Added |
| Boston Family Office LLC | 4,392 | $971.0K | 0.07% | −250−5.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,393 | $971.3K | 0.20% | −823−15.8% | Reduced |
| High Net Worth Advisory Group LLC | 4,394 | $971.4K | 0.27% | −125−2.8% | Reduced |
| Sentry Investment Management LLC | 4,397 | $972.0K | 0.41% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,399 | $973.0K | 0.79% | +525+13.6% | Added |
| Accel Wealth Management | 4,405 | $973.9K | 0.36% | −21−0.5% | Reduced |
| Matrix Private Capital Group LLC | 4,417 | $976.5K | 0.56% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 4,423 | $977.8K | 0.34% | +256+6.1% | Added |
| Boston Research & Management Inc | 4,433 | $980.1K | 0.23% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,435 | $980.5K | 0.16% | −164−3.6% | Reduced |
| Intergy Private Wealth, LLC | 4,437 | $980.9K | 0.37% | −181−3.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,441 | $981.8K | 0.36% | −143−3.1% | Reduced |
| Waddell & Associates, LLC | 4,461 | $986.2K | 0.12% | +309+7.4% | Added |
| Mill Capital Management, LLC | 4,465 | $987.1K | 0.08% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 4,467 | $987.6K | 0.23% | +1,525+51.8% | Added |
| Bridge Creek Capital Management LLC | 4,472 | $988.7K | 0.30% | +10+0.2% | Added |
| Apexium Financial, LP | 4,479 | $990.3K | 0.07% | −413−8.4% | Reduced |
| Washington Capital Management Inc | 4,490 | $992.6K | 0.77% | −115−2.5% | Reduced |
| NCM Capital Management, LLC | 4,501 | $995.1K | 0.48% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,502 | $995.4K | 0.18% | −16−0.4% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 4,507 | $996.4K | 0.62% | +100+2.3% | Added |
| Ti-Trust, Inc | 4,509 | $996.9K | 0.71% | −3−0.1% | Reduced |
| Stokes Family Office, LLC | 4,521 | $999.5K | 0.11% | −76−1.7% | Reduced |
| Parkside Financial Bank & Trust | 4,524 | $1.00M | 0.14% | −23−0.5% | Reduced |
| BBR Partners, LLC | 4,540 | $1.00M | 0.08% | −187−4.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,541 | $1.00M | 0.23% | +170+3.9% | Added |
| Cultivar Capital, Inc. | 4,543 | $1.00M | 0.83% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,548 | $1.01M | 0.20% | +215+5.0% | Added |
| Plotkin Financial Advisors, LLC | 4,552 | $1.01M | 0.60% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,552 | $1.01M | 0.06% | +1,054+30.1% | Added |
| Pallas Capital Advisors LLC | 4,610 | $1.01M | 0.04% | +104+2.3% | Added |
| Proathlete Wealth Management LLC | 4,558 | $1.01M | 0.42% | +28+0.6% | Added |
| Archer Investment Corp | 4,561 | $1.01M | 0.27% | −75−1.6% | Reduced |
| Strategic Financial Services, Inc, | 4,562 | $1.01M | 0.06% | −188−4.0% | Reduced |
| Powell Investment Advisors, LLC | 4,574 | $1.01M | 0.47% | +20.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,575 | $1.01M | 0.38% | +15+0.3% | Added |
| Howard Financial Services, Ltd. | 4,584 | $1.01M | 0.15% | +1,620+54.7% | Added |
| Joseph P. Lucia & Associates, LLC | 4,593 | $1.02M | 0.47% | −95−2.0% | Reduced |
| Bank Ozk | 4,598 | $1.02M | 0.42% | +3,264+244.7% | Added |
| Carnegie Lake Advisors LLC | 4,600 | $1.02M | 0.40% | +4,600 | New |
| American National Bank | 4,602 | $1.02M | 0.12% | −22−0.5% | Reduced |
| Avestar Capital, LLC | 4,604 | $1.02M | 0.11% | −65−1.4% | Reduced |
| Leisure Capital Management | 4,604 | $1.02M | 0.44% | +20.0% | Added |
| Burford Brothers, Inc. | 4,612 | $1.02M | 0.53% | +437+10.5% | Added |
| Copperwynd Financial, LLC | 4,622 | $1.02M | 0.31% | −388−7.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,637 | $1.03M | 0.24% | −144−3.0% | Reduced |