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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 4,643 | $1.03M | 0.22% | −8−0.2% | Reduced |
| Aspiriant, LLC | 4,647 | $1.03M | 0.04% | −1,034−18.2% | Reduced |
| Valmark Advisers, Inc. | 4,651 | $1.03M | 0.02% | +297+6.8% | Added |
| Capital Advisors, Ltd. LLC | 4,656 | $1.03M | 0.13% | +18+0.4% | Added |
| SFMG, LLC | 4,655 | $1.03M | 0.08% | −27−0.6% | Reduced |
| Security National Bank of Sioux City Iowa | 4,656 | $1.03M | 0.63% | +156+3.5% | Added |
| Sage Advisors, LLC | 4,667 | $1.03M | 0.81% | +38+0.8% | Added |
| Morningstar Investment Services LLC | 4,673 | $1.03M | 0.01% | +343+7.9% | Added |
| Sugarloaf Wealth Management, LLC | 4,679 | $1.03M | 0.20% | +28+0.6% | Added |
| Crewe Advisors LLC | 4,686 | $1.04M | 0.12% | +10+0.2% | Added |
| Sax Wealth Advisors, LLC | 4,687 | $1.04M | 0.09% | +465+11.0% | Added |
| Heritage Financial Services, LLC | 4,688 | $1.04M | 0.14% | +468+11.1% | Added |
| Northwest Bank & Trust Co | 4,698 | $1.04M | 0.79% | +60+1.3% | Added |
| Conning Inc. | 4,713 | $1.04M | 0.03% | −79−1.6% | Reduced |
| Oder Investment Management, LLC | 4,714 | $1.04M | 0.90% | −3,324−41.4% | Reduced |
| Liberty Wealth Management LLC | 4,720 | $1.04M | 0.18% | −25,060−84.2% | Reduced |
| Capasso Planning Partners LLC | 4,737 | $1.05M | 0.31% | +1,144+31.8% | Added |
| Blossom Wealth Management | 4,738 | $1.05M | 2.11% | −20−0.4% | Reduced |
| Berkeley Capital Partners, LLC | 4,740 | $1.05M | 0.30% | +177+3.9% | Added |
| Osborne Partners Capital Management, LLC | 4,750 | $1.05M | 0.06% | +91+2.0% | Added |
| Verus Capital Partners, LLC | 4,768 | $1.05M | 0.10% | +41+0.9% | Added |
| Apella Capital, LLC | 4,799 | $1.05M | 0.04% | +667+16.1% | Added |
| Beacon Investment Advisory Services, Inc. | 4,781 | $1.06M | 0.04% | −10−0.2% | Reduced |
| LexAurum Advisors, LLC | 4,787 | $1.06M | 0.23% | +627+15.1% | Added |
| J. Goldman & Co LP | 4,787 | $1.06M | 0.05% | −5,305−52.6% | Reduced |
| Perennial Investment Advisors, LLC | 4,806 | $1.06M | 0.14% | −172−3.5% | Reduced |
| Detalus Advisors, LLC | 4,812 | $1.06M | 0.35% | −4,792−49.9% | Reduced |
| Lindbrook Capital, LLC | 4,812 | $1.06M | 0.09% | +250+5.5% | Added |
| Bank of Stockton | 4,813 | $1.06M | 0.32% | +293+6.5% | Added |
| Koshinski Asset Management, Inc. | 4,822 | $1.07M | 0.09% | −252−5.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,833 | $1.07M | 0.30% | +1,016+26.6% | Added |
| Ransom Advisory, Ltd | 4,835 | $1.07M | 0.50% | −241−4.7% | Reduced |
| BCJ Capital Management, LLC | 4,846 | $1.07M | 0.08% | −647−11.8% | Reduced |
| Boltwood Capital Management | 4,863 | $1.08M | 0.32% | −533−9.9% | Reduced |
| Acorn Wealth Advisors, LLC | 4,866 | $1.08M | 0.46% | −240−4.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,887 | $1.08M | 0.47% | +15+0.3% | Added |
| Silver Oak Securities, Inc | 4,910 | $1.08M | 0.11% | +390+8.6% | Added |
| Sutton Place Investors LLC | 4,908 | $1.09M | 0.66% | +63+1.3% | Added |
| Monte Financial Group, LLC | 4,924 | $1.09M | 0.45% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,936 | $1.09M | 0.15% | −2,971−37.6% | Reduced |
| Veracity Capital LLC | 4,936 | $1.09M | 0.42% | +74+1.5% | Added |
| Broderick Brian C | 4,939 | $1.09M | 0.21% | +100+2.1% | Added |
| Skopos Labs, Inc. | 4,939 | $1.09M | 0.36% | −58−1.2% | Reduced |
| VisionPoint Advisory Group, LLC | 4,941 | $1.09M | 0.37% | −173−3.4% | Reduced |
| Uhlmann Price Securities, LLC | 4,947 | $1.09M | 0.87% | +4,947 | New |
| Mitchell Sinkler & Starr | 4,950 | $1.09M | 0.28% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,953 | $1.10M | 0.28% | +158+3.3% | Added |
| Axecap Investments, LLC | 4,957 | $1.10M | 0.83% | +4,957 | New |
| TrueWealth Advisors, LLC | 4,969 | $1.10M | 0.37% | −83−1.6% | Reduced |
| Cowa, LLC | 4,980 | $1.10M | 0.52% | +10.0% | Added |
| Oxbow Advisors, LLC | 4,991 | $1.10M | 0.11% | +21+0.4% | Added |
| Prentice Wealth Management LLC | 4,993 | $1.10M | 0.33% | 00.0% | Unchanged |
| Trust Co of the South | 5,004 | $1.11M | 0.23% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 20,672 | $1.11M | 0.24% | +17,338+520.0% | Added |
| GDS Wealth Management | 5,018 | $1.11M | 0.11% | +1,763+54.2% | Added |
| Pitcairn Co | 5,020 | $1.11M | 0.07% | −650−11.5% | Reduced |
| Capstone Financial Advisors, Inc. | 5,032 | $1.11M | 0.07% | −34−0.7% | Reduced |
| Clarius Group, LLC | 5,062 | $1.11M | 0.08% | −163−3.1% | Reduced |
| Owen LaRue, LLC | 5,047 | $1.12M | 0.59% | +5,047 | New |
| Bath Savings Trust Co | 5,061 | $1.12M | 0.11% | −250−4.7% | Reduced |
| United Community Bank | 5,074 | $1.12M | 0.44% | +148+3.0% | Added |
| Elevated Capital Advisors, LLC | 5,125 | $1.13M | 0.30% | −469−8.4% | Reduced |
| West Michigan Advisors, LLC | 5,130 | $1.13M | 0.34% | +2,238+77.4% | Added |
| Addison Advisors LLC | 5,147 | $1.14M | 0.32% | +11+0.2% | Added |
| SOL Capital Management CO | 5,149 | $1.14M | 0.13% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,196 | $1.15M | 0.03% | +252+5.1% | Added |
| Wealth Management Associates, Inc. | 5,198 | $1.15M | 0.51% | +46+0.9% | Added |
| Allied Investment Advisors, LLC | 5,204 | $1.15M | 0.23% | −60−1.1% | Reduced |
| Hoxton Planning & Management, LLC | 5,210 | $1.15M | 0.45% | +273+5.5% | Added |
| Armstrong, Fleming & Moore, Inc | 5,210 | $1.15M | 0.67% | −145−2.7% | Reduced |
| GM Advisory Group, Inc. | 5,214 | $1.15M | 0.07% | +58+1.1% | Added |
| Keudell/Morrison Wealth Management | 5,218 | $1.15M | 0.31% | +27+0.5% | Added |
| Austin Private Wealth, LLC | 5,225 | $1.16M | 0.11% | +2,128+68.7% | Added |
| 9258 Wealth Management, LLC | 5,237 | $1.16M | 0.17% | +212+4.2% | Added |
| Headinvest, LLC | 5,250 | $1.16M | 0.21% | −225−4.1% | Reduced |
| Mather Group, LLC. | 5,254 | $1.16M | 0.01% | −4,981−48.7% | Reduced |
| Stablepoint Partners, LLC | 5,258 | $1.16M | 0.21% | +6+0.1% | Added |
| Delta Investment Management, LLC | 5,286 | $1.17M | 0.24% | −236−4.3% | Reduced |
| Cahill Financial Advisors Inc | 5,286 | $1.17M | 0.16% | −347−6.2% | Reduced |
| Atwood & Palmer Inc | 5,299 | $1.17M | 0.08% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,306 | $1.17M | 0.09% | −128−2.4% | Reduced |
| Kades & Cheifetz LLC | 5,312 | $1.17M | 0.67% | −86−1.6% | Reduced |
| Accurate Wealth Management, LLC | 5,049 | $1.18M | 0.24% | +195+4.0% | Added |
| Paloma Partners Management Co | 5,330 | $1.18M | 0.06% | +1,973+58.8% | Added |
| Beaton Management Co. Inc. | 5,334 | $1.18M | 0.60% | 00.0% | Unchanged |
| Benin Management CORP | 5,342 | $1.18M | 0.33% | −208−3.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,355 | $1.18M | 0.17% | +76+1.4% | Added |
| Operose Advisors LLC | 5,355 | $1.18M | 0.38% | −54−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 5,364 | $1.19M | 0.05% | −181−3.3% | Reduced |
| 44 Wealth Management LLC | 5,134 | $1.19M | 0.42% | +5,134 | New |
| Evergreen Wealth Solutions, LLC | 5,407 | $1.20M | 0.81% | −1,000−15.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,408 | $1.20M | 0.16% | +478+9.7% | Added |
| Joule Financial, LLC | 5,409 | $1.20M | 0.44% | −4,058−42.9% | Reduced |
| Creative Financial Designs Inc | 5,411 | $1.20M | 0.10% | −95−1.7% | Reduced |
| Beacon Financial Advisory LLC | 5,456 | $1.21M | 0.41% | +76+1.4% | Added |
| Crestline Management, LP | 5,461 | $1.21M | 0.07% | +5,461 | New |
| Financial Advocates Investment Management | 5,486 | $1.21M | 0.07% | −25−0.5% | Reduced |
| 1620 Investment Advisors, Inc. | 5,494 | $1.21M | 0.88% | −32−0.6% | Reduced |
| Tobam | 5,499 | $1.22M | 0.22% | −6,317−53.5% | Reduced |
| Round Hill Asset Management | 5,504 | $1.22M | 0.81% | −10,171−64.9% | Reduced |