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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 5,504 | $1.22M | 0.19% | +217+4.1% | Added |
| Mount Vernon Associates Inc | 5,505 | $1.22M | 0.97% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 5,231 | $1.22M | 0.37% | +3+0.1% | Added |
| Hancock Whitney Corp | 5,519 | $1.22M | 0.04% | −89−1.6% | Reduced |
| Coastwise Capital Group, LLC | 5,519 | $1.22M | 1.00% | +330+6.4% | Added |
| Independence Bank of Kentucky | 5,530 | $1.22M | 0.26% | +1,972+55.4% | Added |
| Ullmann Financial Group, Inc. | 5,537 | $1.22M | 0.16% | +2,553+85.6% | Added |
| Alpha Cubed Investments, LLC | 5,537 | $1.22M | 0.05% | −1,628−22.7% | Reduced |
| Insight Advisors, LLC | 5,545 | $1.23M | 0.21% | +56+1.0% | Added |
| Cobblestone Capital Advisors LLC | 5,545 | $1.23M | 0.07% | −253−4.4% | Reduced |
| Arrow Financial Corp | 5,547 | $1.23M | 0.11% | −55−1.0% | Reduced |
| Delta Asset Management LLC | 5,570 | $1.23M | 0.11% | −10.0% | Reduced |
| MBA Advisors LLC | 5,574 | $1.23M | 0.59% | −38−0.7% | Reduced |
| Souders Financial Advisors | 5,578 | $1.23M | 0.17% | +1,186+27.0% | Added |
| Obsidian Personal Planning Solutions LLC | 5,981 | $1.24M | 0.65% | −7−0.1% | Reduced |
| Berkshire Asset Management LLC | 7,169 | $1.24M | 0.06% | 00.0% | Unchanged |
| First County Bank | 5,623 | $1.24M | 0.61% | −625−10.0% | Reduced |
| United Bank | 5,628 | $1.24M | 0.57% | +1,956+53.3% | Added |
| Everhart Financial Group, Inc. | 5,625 | $1.24M | 0.28% | +732+15.0% | Added |
| Sumitomo Life Insurance Co | 5,637 | $1.25M | 0.02% | −6,965−55.3% | Reduced |
| LS Investment Advisors, LLC | 5,640 | $1.25M | 0.18% | −345−5.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,651 | $1.25M | 0.14% | −175−3.0% | Reduced |
| Verdad Advisers, LP | 5,677 | $1.26M | 1.68% | +253+4.7% | Added |
| Northeast Financial Consultants Inc | 5,718 | $1.26M | 0.06% | +22+0.4% | Added |
| Lion Street Advisors, LLC | 5,724 | $1.27M | 0.44% | −759−11.7% | Reduced |
| CTC LLC | 5,725 | $1.27M | 0.06% | +686+13.6% | Added |
| TCG Advisory Services, LLC | 5,727 | $1.27M | 0.06% | +295+5.4% | Added |
| Private Portfolio Partners LLC | 5,737 | $1.27M | 0.24% | +5,737 | New |
| Coastal Bridge Advisors, LLC | 5,750 | $1.27M | 0.32% | +18+0.3% | Added |
| Clark Capital Management Group, Inc. | 5,755 | $1.27M | 0.01% | +292+5.3% | Added |
| KLCM Advisors, Inc. | 5,760 | $1.27M | 0.15% | +535+10.2% | Added |
| Diversified, LLC | 5,767 | $1.28M | 0.14% | +1,586+37.9% | Added |
| Diversified Enterprises, LLC | 5,767 | $1.28M | 0.14% | +5,767 | New |
| Summit Asset Management, LLC | 5,769 | $1.28M | 0.24% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 5,778 | $1.28M | 0.14% | +4,514+357.1% | Added |
| Cross Staff Investments Inc | 5,780 | $1.28M | 0.99% | +76+1.3% | Added |
| Coco Enterprises, LLC | 5,492 | $1.28M | 0.77% | −605−9.9% | Reduced |
| Wolverine Trading, LLC | 5,795 | $1.28M | 0.03% | −9,955−63.2% | Reduced |
| Hilltop National Bank | 5,805 | $1.28M | 0.39% | +2,901+99.9% | Added |
| Renaissance Investment Group LLC | 5,808 | $1.28M | 0.27% | +300+5.4% | Added |
| Aspen Investment Management Inc | 5,815 | $1.29M | 0.60% | +12+0.2% | Added |
| Smallwood Wealth Investment Management, LLC | 5,831 | $1.29M | 0.92% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 5,840 | $1.29M | 0.42% | +3+0.1% | Added |
| Gateway Investment Advisers LLC | 5,840 | $1.29M | 0.01% | −120−2.0% | Reduced |
| Ridgewood Investments LLC | 5,850 | $1.29M | 0.65% | −1,222−17.3% | Reduced |
| United Advisor Group, LLC | 5,852 | $1.29M | 0.29% | +2,765+89.6% | Added |
| Harbor Investment Advisory, LLC | 5,858 | $1.30M | 0.13% | −155−2.6% | Reduced |
| Fortitude Family Office, LLC | 5,876 | $1.30M | 0.51% | +4,470+317.9% | Added |
| Financial Partners Group, LLC | 5,886 | $1.30M | 0.49% | −208−3.4% | Reduced |
| M. Kraus & Co | 5,902 | $1.30M | 0.38% | −300−4.8% | Reduced |
| Oak Associates, Ltd | 5,904 | $1.31M | 0.09% | −642−9.8% | Reduced |
| Heartwood Wealth Advisors LLC | 5,908 | $1.31M | 0.14% | +117+2.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5,909 | $1.31M | 0.16% | +5,783+4,589.7% | Added |
| Cascade Investment Group, Inc. | 5,919 | $1.31M | 0.96% | −61−1.0% | Reduced |
| Ancora Advisors, LLC | 5,923 | $1.31M | 0.03% | −2,209−27.2% | Reduced |
| WoodTrust Financial Corp | 5,924 | $1.31M | 0.19% | −265−4.3% | Reduced |
| TBH Global Asset Management, LLC | 5,931 | $1.31M | 0.29% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,952 | $1.32M | 0.05% | −87−1.4% | Reduced |
| Argent Financial Group, Inc. | 5,957 | $1.32M | 0.16% | +5,957 | New |
| Arkfeld Wealth Strategies, L.L.C. | 5,837 | $1.32M | 0.64% | −251−4.1% | Reduced |
| Lakeview Capital Partners, LLC | 5,970 | $1.32M | 0.21% | −2,615−30.5% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $1.33M | 0.06% | 00.0% | Unchanged |
| Burt Wealth Advisors | 6,031 | $1.33M | 0.33% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 6,055 | $1.34M | 0.13% | +426+7.6% | Added |
| FinTrust Capital Advisors, LLC | 6,058 | $1.34M | 0.23% | −13−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,074 | $1.34M | 0.72% | −177−2.8% | Reduced |
| Selective Wealth Management, Inc. | 5,885 | $1.35M | 0.56% | −515−8.0% | Reduced |
| Equitable Trust Co | 6,087 | $1.35M | 0.09% | +9+0.1% | Added |
| Alberta Investment Management Corp | 6,100 | $1.35M | 0.01% | −12,600−67.4% | Reduced |
| Wealth Alliance | 6,149 | $1.36M | 0.16% | +204+3.4% | Added |
| Winthrop Advisory Group LLC | 6,153 | $1.36M | 0.17% | −62−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 6,154 | $1.36M | 0.21% | −55−0.9% | Reduced |
| Trustco Bank Corp N Y | 6,154 | $1.36M | 1.37% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,154 | $1.36M | 0.13% | +364+6.3% | Added |
| Tradewinds, LLC. | 6,163 | $1.36M | 0.42% | +183+3.1% | Added |
| World Equity Group, Inc. | 6,175 | $1.37M | 0.49% | +507+8.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,171 | $1.37M | 0.38% | +884+16.7% | Added |
| Papp L Roy & Associates | 6,177 | $1.37M | 0.17% | −453−6.8% | Reduced |
| AdvisorNet Financial, Inc | 6,184 | $1.37M | 0.10% | +229+3.8% | Added |
| Paragon Private Wealth Management, LLC | 6,188 | $1.37M | 0.68% | −414−6.3% | Reduced |
| apricus wealth, LLC | 6,198 | $1.37M | 0.90% | +440+7.6% | Added |
| Biltmore Family Office, LLC | 6,203 | $1.37M | 0.23% | +20+0.3% | Added |
| Harbour Investments, Inc. | 6,205 | $1.37M | 0.04% | +686+12.4% | Added |
| Dover Advisors, LLC | 6,219 | $1.37M | 0.78% | +253+4.2% | Added |
| S.E.E.D. Planning Group LLC | 6,222 | $1.38M | 0.46% | +138+2.3% | Added |
| Patten & Patten Inc | 6,225 | $1.38M | 0.09% | −164−2.6% | Reduced |
| Boston Financial Mangement LLC | 6,235 | $1.38M | 0.04% | −13−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,238 | $1.38M | 0.37% | −67−1.1% | Reduced |
| Impact Partnership Wealth, LLC | 6,260 | $1.38M | 0.31% | −213−3.3% | Reduced |
| Kesler, Norman & Wride, LLC | 6,278 | $1.39M | 0.27% | +3,908+164.9% | Added |
| Register Financial Advisors LLC | 6,284 | $1.39M | 0.71% | +20.0% | Added |
| Autumn Glory Partners, LLC | 6,293 | $1.39M | 0.54% | +3,653+138.4% | Added |
| Hexagon Capital Partners LLC | 6,294 | $1.39M | 0.27% | −935−12.9% | Reduced |
| TKG Advisors, LLC | 6,301 | $1.39M | 0.69% | −53−0.8% | Reduced |
| Edgestream Partners, L.P. | 6,304 | $1.39M | 0.06% | +1,098+21.1% | Added |
| Schechter Investment Advisors, LLC | 6,308 | $1.39M | 0.10% | +803+14.6% | Added |
| Plante Moran Financial Advisors, LLC | 6,310 | $1.40M | 0.12% | +1,017+19.2% | Added |
| Albion Financial Group | 6,325 | $1.40M | 0.10% | −369−5.5% | Reduced |
| TRUE Private Wealth Advisors | 6,333 | $1.40M | 0.17% | −194−3.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,335 | $1.40M | 1.00% | +25+0.4% | Added |