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 |
|---|---|---|---|---|---|
| JBR Co Financial Management Inc | 6,350 | $1.40M | 0.92% | −54−0.8% | Reduced |
| Rational Advisors LLC | 6,351 | $1.40M | 0.14% | +5,149+428.4% | Added |
| EPG Wealth Management LLC | 6,384 | $1.41M | 0.36% | +6,384 | Added |
| Dividend Assets Capital, LLC | 6,389 | $1.41M | 0.27% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,424 | $1.42M | 0.01% | −970−13.1% | Reduced |
| Sage Mountain Advisors LLC | 6,454 | $1.43M | 0.12% | +1,640+34.1% | Added |
| Broadwater Capital Management LLC | 6,455 | $1.43M | 1.05% | 00.0% | Unchanged |
| BNP Paribas | 6,486 | $1.43M | 0.06% | +6+0.1% | Added |
| Northwest Bancshares, Inc. | 6,499 | $1.44M | 0.24% | −452−6.5% | Reduced |
| TrinityPoint Wealth, LLC | 6,505 | $1.44M | 0.21% | −80−1.2% | Reduced |
| Ironwood Investment Management LLC | 6,525 | $1.44M | 0.70% | −35−0.5% | Reduced |
| Marietta Investment Partners LLC | 6,526 | $1.44M | 0.31% | −400−5.8% | Reduced |
| Salem Investment Counselors Inc | 6,554 | $1.45M | 0.04% | +55+0.8% | Added |
| Focus Financial Network, Inc. | 6,557 | $1.45M | 0.06% | +206+3.2% | Added |
| Etesian Wealth Advisors, Inc. | 6,573 | $1.45M | 0.66% | +9+0.1% | Added |
| Long Run Wealth Advisors, LLC | 6,575 | $1.45M | 0.34% | −1,200−15.4% | Reduced |
| Fairfield, Bush & Co. | 6,583 | $1.46M | 0.87% | −389−5.6% | Reduced |
| Fidelis Capital Partners, LLC | 6,256 | $1.46M | 0.17% | +2,846+83.5% | Added |
| Centiva Capital, LP | 6,586 | $1.46M | 0.07% | −4,151−38.7% | Reduced |
| Blue Edge Capital, LLC | 6,602 | $1.46M | 0.23% | +333+5.3% | Added |
| Citizens National Bank Trust Department | 6,615 | $1.46M | 0.31% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 6,622 | $1.46M | 0.27% | −81−1.2% | Reduced |
| Manchester Capital Management LLC | 6,647 | $1.47M | 0.17% | +115+1.8% | Added |
| San Luis Wealth Advisors LLC | 6,647 | $1.47M | 0.30% | +696+11.7% | Added |
| Certified Advisory Corp | 6,678 | $1.48M | 0.16% | +2,035+43.8% | Added |
| Claro Advisors LLC | 6,693 | $1.48M | 0.19% | +1,031+18.2% | Added |
| Donald L. Hagan, LLC | 6,695 | $1.48M | 0.76% | −11−0.2% | Reduced |
| Sunburst Financial Group, LLC | 6,702 | $1.48M | 0.38% | −11−0.2% | Reduced |
| Quadrant Capital Group LLC | 6,708 | $1.48M | 0.10% | +46+0.7% | Added |
| Monetary Management Group Inc | 6,712 | $1.48M | 0.38% | +55+0.8% | Added |
| Castlekeep Investment Advisors LLC | 6,715 | $1.48M | 1.01% | −198−2.9% | Reduced |
| Genesee Capital Advisors, LLC | 6,732 | $1.49M | 0.72% | −321−4.6% | Reduced |
| Forum Financial Management, LP | 6,764 | $1.50M | 0.02% | −535−7.3% | Reduced |
| Meridian Wealth Advisors, LLC | 6,771 | $1.50M | 0.25% | −89−1.3% | Reduced |
| Stamos Capital Partners, L.P. | 6,780 | $1.50M | 0.35% | −1,840−21.3% | Reduced |
| Atlas Brown,Inc. | 6,788 | $1.50M | 0.52% | −157−2.3% | Reduced |
| Westpac Banking Corp | 6,800 | $1.50M | 0.10% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 6,810 | $1.51M | 0.21% | −703−9.4% | Reduced |
| SageView Advisory Group, LLC | 6,829 | $1.51M | 0.08% | −1,405−17.1% | Reduced |
| Capstone Triton Financial Group, LLC | 6,859 | $1.52M | 0.97% | −137−2.0% | Reduced |
| Thrive Wealth Management, LLC | 6,876 | $1.52M | 0.28% | −73−1.1% | Reduced |
| Strait & Sound Wealth Management LLC | 6,897 | $1.52M | 0.74% | +12+0.2% | Added |
| Laurel Wealth Advisors LLC | 6,898 | $1.52M | 0.24% | +206+3.1% | Added |
| Connective Capital Management, LLC | 7,400 | $1.53M | 1.42% | +7,400 | New |
| Journey Strategic Wealth LLC | 6,922 | $1.53M | 0.06% | +1,513+28.0% | Added |
| Transatlantique Private Wealth LLC | 6,934 | $1.53M | 0.59% | −1,518−18.0% | Reduced |
| Legacy Financial Advisors, Inc. | 6,939 | $1.53M | 0.26% | +588+9.3% | Added |
| MJP Associates Inc | 6,966 | $1.54M | 0.29% | +147+2.2% | Added |
| Athena Investment Management | 6,971 | $1.54M | 0.88% | −690−9.0% | Reduced |
| River & Mercantile Asset Management LLP | 6,975 | $1.54M | 0.33% | +322+4.8% | Added |
| North Star Asset Management Inc | 6,974 | $1.54M | 0.07% | +21+0.3% | Added |
| CX Institutional | 6,982 | $1.54M | 0.07% | +393+6.0% | Added |
| Tradition Wealth Management, LLC | 6,987 | $1.54M | 0.14% | +395+6.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,993 | $1.55M | 0.11% | +3,151+82.0% | Added |
| Harvest Fund Management Co., Ltd | 6,994 | $1.55M | 0.09% | +3,951+129.8% | Added |
| Stansberry Asset Management, LLC | 6,999 | $1.55M | 0.19% | −1,300−15.7% | Reduced |
| Twin Focus Capital Partners, LLC | 7,000 | $1.55M | 0.24% | 00.0% | Unchanged |
| Capital Management Associates | 7,000 | $1.55M | 1.72% | +2,000+40.0% | Added |
| IVC Wealth Advisors LLC | 7,005 | $1.55M | 0.85% | −186−2.6% | Reduced |
| TCI Wealth Advisors, Inc. | 7,006 | $1.55M | 0.13% | +544+8.4% | Added |
| Rossmore Private Capital | 7,015 | $1.55M | 0.19% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,025 | $1.55M | 0.09% | −2,563−26.7% | Reduced |
| Howard Capital Management Inc. | 7,036 | $1.56M | 0.03% | +7,036 | New |
| Nilsine Partners, LLC | 7,052 | $1.56M | 0.20% | +178+2.6% | Added |
| Northeast Investment Management | 7,082 | $1.57M | 0.07% | +460+6.9% | Added |
| First National Bank & Trust Co of Newtown | 7,086 | $1.57M | 0.30% | −31−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,094 | $1.57M | 0.14% | −520−6.8% | Reduced |
| Jeppson Wealth Management, LLC | 7,102 | $1.57M | 0.56% | −90−1.3% | Reduced |
| CMT Capital Markets Trading GmbH | 7,110 | $1.57M | 0.72% | −28,811−80.2% | Reduced |
| Ascent Wealth Partners, LLC | 7,144 | $1.58M | 0.22% | +49+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,153 | $1.58M | 0.08% | +5,581+355.0% | Added |
| Plancorp, LLC | 7,178 | $1.59M | 0.06% | −369−4.9% | Reduced |
| Simon Quick Advisors, LLC | 7,182 | $1.59M | 0.10% | +803+12.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,189 | $1.59M | 0.68% | −11−0.2% | Reduced |
| Warner Financial, Inc | 7,206 | $1.59M | 0.71% | +4+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 7,240 | $1.60M | 0.18% | +445+6.5% | Added |
| Cookson Peirce & Co Inc | 7,291 | $1.61M | 0.08% | +4,729+184.6% | Added |
| Formidable Asset Management, LLC | 7,295 | $1.61M | 0.26% | −592−7.5% | Reduced |
| Main Street Group, LTD | 7,320 | $1.62M | 0.64% | +6,583+893.2% | Added |
| K.J. Harrison & Partners Inc | 7,000 | $1.62M | 0.24% | +7,000 | New |
| Mystic Asset Management, Inc. | 7,350 | $1.63M | 0.61% | −150−2.0% | Reduced |
| Grove Bank & Trust | 7,415 | $1.64M | 0.24% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 7,428 | $1.64M | 1.04% | −3,429−31.6% | Reduced |
| Cumberland Partners Ltd | 7,430 | $1.64M | 0.11% | +1,030+16.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,441 | $1.65M | 0.05% | +164+2.3% | Added |
| Texas Yale Capital Corp. | 7,446 | $1.65M | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,453 | $1.65M | 0.10% | −805−9.7% | Reduced |
| Whitener Capital Management, Inc. | 7,468 | $1.65M | 0.47% | −50−0.7% | Reduced |
| Meridian Management Co | 7,471 | $1.65M | 0.42% | +4+0.1% | Added |
| Financial Engines Advisors L.L.C. | 7,473 | $1.65M | 0.00% | +1,831+32.5% | Added |
| Brave Asset Management Inc | 7,479 | $1.65M | 0.41% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 7,497 | $1.66M | 0.35% | −10.0% | Reduced |
| Walleye Capital LLC | 7,539 | $1.67M | 0.02% | −3,014−28.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,554 | $1.67M | 0.34% | +72+1.0% | Added |
| Empower Advisory Group, LLC | 7,561 | $1.67M | 0.01% | −1,275−14.4% | Reduced |
| Roanoke Asset Management Corp | 7,605 | $1.68M | 0.53% | −140−1.8% | Reduced |
| Roffman Miller Associates Inc | 7,614 | $1.68M | 0.10% | +1,222+19.1% | Added |
| Howland Capital Management LLC | 7,617 | $1.68M | 0.07% | −707−8.5% | Reduced |
| Avidian Wealth Solutions, LLC | 7,626 | $1.69M | 0.08% | +620+8.8% | Added |
| Arjuna Capital | 7,635 | $1.69M | 0.44% | −15−0.2% | Reduced |