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 |
|---|---|---|---|---|---|
| Weik Capital Management | 7,635 | $1.69M | 0.68% | −15−0.2% | Reduced |
| Venturi Wealth Management, LLC | 7,701 | $1.70M | 0.09% | −2,547−24.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,707 | $1.70M | 0.14% | −10.0% | Reduced |
| CWS Financial Advisors, LLC | 7,724 | $1.71M | 0.60% | −588−7.1% | Reduced |
| Exchange Bank | 7,727 | $1.71M | 1.40% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 9,879 | $1.71M | 0.20% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,742 | $1.71M | 0.04% | −717−8.5% | Reduced |
| Lake Street Financial LLC | 7,757 | $1.71M | 0.27% | −356−4.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,778 | $1.72M | 0.40% | +117+1.5% | Added |
| Moody National Bank Trust Division | 7,785 | $1.72M | 0.18% | −130−1.6% | Reduced |
| Anchor Investment Management, LLC | 7,799 | $1.72M | 0.16% | +149+1.9% | Added |
| Paradigm Financial Partners, LLC | 8,180 | $1.73M | 0.24% | −3,076−27.3% | Reduced |
| Cascade Financial Partners, LLC | 7,434 | $1.73M | 0.22% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 7,815 | $1.73M | 1.31% | +50+0.6% | Added |
| Aaron Wealth Advisors | 7,820 | $1.73M | 0.21% | +222+2.9% | Added |
| Core Wealth Partners LLC | 7,821 | $1.73M | 1.05% | +365+4.9% | Added |
| Red Spruce Capital, LLC | 7,835 | $1.73M | 0.79% | −451−5.4% | Reduced |
| Gitterman Wealth Management, LLC | 7,854 | $1.74M | 0.72% | −114−1.4% | Reduced |
| Home Federal Bank of Tennessee | 7,856 | $1.74M | 0.50% | +200+2.6% | Added |
| PFG Advisors | 7,860 | $1.74M | 0.11% | +1,642+26.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,062 | $1.74M | 0.07% | −9−0.1% | Reduced |
| TCM Advisors, LLC | – | $1.75M | 1.44% | – | – |
| Capital City Trust Co | 7,902 | $1.75M | 0.43% | +104+1.3% | Added |
| Founders Financial Alliance, LLC | 7,916 | $1.75M | 0.49% | +68+0.9% | Added |
| Centaurus Financial, Inc. | 7,927 | $1.75M | 0.11% | −631−7.4% | Reduced |
| Access Financial Services, Inc. | 7,970 | $1.76M | 0.81% | −23−0.3% | Reduced |
| Cooper Financial Group | 7,995 | $1.77M | 0.23% | −2,854−26.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.77M | 0.52% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 8,008 | $1.77M | 0.20% | +125+1.6% | Added |
| Financial Advisory Service, Inc. | 8,008 | $1.77M | 0.14% | −33−0.4% | Reduced |
| Essex Savings Bank | 8,031 | $1.78M | 0.44% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 8,037 | $1.78M | 0.06% | +289+3.7% | Added |
| Sompo Asset Management Co., Ltd. | 8,112 | $1.79M | 0.28% | −3,110−27.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,113 | $1.79M | 0.16% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 8,153 | $1.80M | 0.07% | +402+5.2% | Added |
| Nichols & Pratt Advisers LLP | 8,158 | $1.80M | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,197 | $1.81M | 0.22% | +3,526+75.5% | Added |
| Pingora Partners LLC | 8,190 | $1.81M | 1.28% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 8,191 | $1.81M | 0.63% | −517−5.9% | Reduced |
| Birchbrook, Inc. | 8,207 | $1.81M | 1.01% | −109−1.3% | Reduced |
| Wynn Capital, LLC | 8,212 | $1.82M | 1.19% | −10.0% | Reduced |
| Fiduciary Group LLC | 8,230 | $1.82M | 0.18% | −93−1.1% | Reduced |
| David Loasby | 8,188 | $1.82M | 0.17% | −1,563−16.0% | Reduced |
| Capital Asset Advisory Services LLC | 8,033 | $1.84M | 0.09% | +1,984+32.8% | Added |
| Heritage Wealth Management, Inc. | 8,311 | $1.84M | 0.60% | −28−0.3% | Reduced |
| Advisor OS, LLC | 8,315 | $1.84M | 0.18% | +1,507+22.1% | Added |
| Altfest L J & Co Inc | 8,339 | $1.84M | 0.25% | +553+7.1% | Added |
| Davis R M Inc | 8,351 | $1.85M | 0.04% | +186+2.3% | Added |
| Investors Asset Management of Georgia Inc | 8,354 | $1.85M | 0.87% | −128−1.5% | Reduced |
| StoneX Group Inc. | 8,359 | $1.85M | 0.13% | −250−2.9% | Reduced |
| ROI Financial Advisors, LLC | 8,362 | $1.85M | 1.28% | +1,553+22.8% | Added |
| First National Bank of Omaha | 8,371 | $1.85M | 0.12% | −110−1.3% | Reduced |
| Caldwell Trust Co | 8,383 | $1.85M | 0.19% | +856+11.4% | Added |
| Wendell David Associates Inc | 8,407 | $1.86M | 0.18% | −130−1.5% | Reduced |
| Colonial Trust Co | 8,424 | $1.86M | 0.29% | +4,305+104.5% | Added |
| Steinberg Asset Management LLC | 8,444 | $1.87M | 1.43% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 8,458 | $1.87M | 0.16% | +1,141+15.6% | Added |
| Byrne Asset Management LLC | 8,462 | $1.87M | 1.28% | −166−1.9% | Reduced |
| Massmutual Trust Co FSB | 8,470 | $1.87M | 0.05% | +377+4.7% | Added |
| Adirondack Trust Co | 8,490 | $1.88M | 0.72% | −35−0.4% | Reduced |
| Arvest Investments, Inc. | 8,500 | $1.88M | 0.28% | −1,144−11.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,504 | $1.88M | 0.28% | −106−1.2% | Reduced |
| Global Financial Private Client, LLC | 8,530 | $1.89M | 0.74% | +1,651+24.0% | Added |
| Forte Capital LLC | 8,544 | $1.89M | 0.21% | +397+4.9% | Added |
| Parisi Gray Wealth Management | 8,545 | $1.89M | 0.62% | −99−1.1% | Reduced |
| Perpetual Ltd | 8,546 | $1.89M | 0.02% | −16,536−65.9% | Reduced |
| Baldwin Investment Management, LLC | 8,549 | $1.89M | 0.24% | 00.0% | Unchanged |
| South Dakota Investment Council | 8,568 | $1.89M | 0.04% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 8,571 | $1.89M | 0.43% | −6,222−42.1% | Reduced |
| Bank of New Hampshire | 8,585 | $1.90M | 0.48% | +4,267+98.8% | Added |
| Becker Capital Management Inc | 8,588 | $1.90M | 0.06% | +429+5.3% | Added |
| Midland Wealth Advisors LLC | 8,606 | $1.90M | 0.11% | −1,343−13.5% | Reduced |
| Carl P. Sherr & Co., LLC | 8,610 | $1.90M | 1.00% | +40.0% | Added |
| Shulman DeMeo Asset Management LLC | 8,611 | $1.90M | 0.47% | +5+0.1% | Added |
| Exencial Wealth Advisors, LLC | 8,641 | $1.91M | 0.07% | −1,438−14.3% | Reduced |
| BKM Wealth Management, LLC | 8,683 | $1.92M | 0.78% | +1,623+23.0% | Added |
| KCM Investment Advisors LLC | 8,727 | $1.93M | 0.07% | +132+1.5% | Added |
| Nicolet Bankshares Inc | 8,736 | $1.93M | 0.47% | −806−8.4% | Reduced |
| Fortis Group Advisors, LLC | 8,765 | $1.94M | 0.36% | +16+0.2% | Added |
| Duncker Streett & Co Inc | 8,775 | $1.94M | 0.35% | +83+1.0% | Added |
| Bailard, Inc. | 8,778 | $1.94M | 0.05% | −1,061−10.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,806 | $1.95M | 0.91% | −848−8.8% | Reduced |
| Montecito Bank & Trust | 8,814 | $1.95M | 0.33% | +227+2.6% | Added |
| WBI Investments | 8,830 | $1.95M | 0.47% | +8,830 | New |
| First Trust Investment Solutions L.P. | 8,835 | $1.95M | 0.22% | −2,133−19.4% | Reduced |
| LVM Capital Management Ltd | 11,304 | $1.96M | 0.22% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 8,869 | $1.96M | 0.69% | +10.0% | Added |
| Dumont & Blake Investment Advisors LLC | 8,871 | $1.96M | 0.52% | −9,098−50.6% | Reduced |
| Investment Partners Asset Management, Inc. | 8,871 | $1.96M | 1.61% | +207+2.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,883 | $1.96M | 0.41% | −19−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,888 | $1.96M | 0.10% | −328−3.6% | Reduced |
| Tompkins Financial Corp | 8,906 | $1.97M | 0.19% | −7,452−45.6% | Reduced |
| Thoroughbred Financial Services, LLC | 8,917 | $1.97M | 0.13% | +37+0.4% | Added |
| Strategic Blueprint, LLC | 8,931 | $1.97M | 0.12% | −182−2.0% | Reduced |
| Core Wealth Advisors, Inc. | 8,931 | $1.97M | 0.63% | −247−2.7% | Reduced |
| Worth Asset Management, LLC | 8,946 | $1.98M | 1.08% | +7,494+516.1% | Added |
| Beaumont Financial Advisors, LLC | 8,950 | $1.98M | 0.15% | +8+0.1% | Added |
| Diligent Investors, LLC | 8,963 | $1.98M | 0.46% | −91−1.0% | Reduced |
| Slocum, Gordon & Co LLP | 8,985 | $1.99M | 0.80% | −45−0.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,000 | $1.99M | 0.61% | +402+4.7% | Added |