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 |
|---|---|---|---|---|---|
| Pavion Blue Capital, LLC | 9,011 | $1.99M | 0.93% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 9,051 | $2.00M | 0.18% | +1,503+19.9% | Added |
| Osterweis Capital Management Inc | 9,062 | $2.00M | 0.10% | −263−2.8% | Reduced |
| Palumbo Wealth Management LLC | 9,063 | $2.00M | 0.78% | +82+0.9% | Added |
| Kessler Investment Group, LLC | 9,087 | $2.01M | 1.03% | −120−1.3% | Reduced |
| Chesapeake Asset Management LLC | 9,095 | $2.01M | 1.75% | +8+0.1% | Added |
| FineMark National Bank & Trust | 9,126 | $2.02M | 0.07% | −801−8.1% | Reduced |
| CFS Investment Advisory Services, LLC | 9,154 | $2.02M | 0.17% | −8,722−48.8% | Reduced |
| Smith, Salley & Associates | 9,173 | $2.03M | 0.13% | +191+2.1% | Added |
| Checchi Capital Advisers, LLC | 9,179 | $2.03M | 0.15% | +134+1.5% | Added |
| Summit Trail Advisors, LLC | 9,181 | $2.03M | 0.05% | +1,257+15.9% | Added |
| Longfellow Investment Management Co LLC | 9,208 | $2.04M | 0.51% | +55+0.6% | Added |
| DT Investment Partners, LLC | 9,212 | $2.04M | 0.17% | +221+2.5% | Added |
| Cidel Asset Management Inc | 9,218 | $2.04M | 0.14% | −438−4.5% | Reduced |
| Archford Capital Strategies, LLC | 8,715 | $2.05M | 0.31% | −641−6.9% | Reduced |
| Fort Sheridan Advisors LLC | 9,290 | $2.05M | 0.31% | +82+0.9% | Added |
| Inlet Private Wealth, LLC | 9,317 | $2.06M | 0.52% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 9,319 | $2.06M | 0.20% | −100−1.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 9,326 | $2.06M | 0.82% | +199+2.2% | Added |
| Paradigm Asset Management Co LLC | 9,400 | $2.08M | 0.54% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 9,408 | $2.08M | 0.58% | +365+4.0% | Added |
| Cigna Investments Inc | 9,453 | $2.09M | 0.37% | −102−1.1% | Reduced |
| Perfromance Wealth Partners, LLC | 9,501 | $2.10M | 0.07% | +1,520+19.0% | Added |
| Simplicity Wealth,LLC | 9,508 | $2.10M | 0.19% | −30,736−76.4% | Reduced |
| Hartford Financial Management Inc. | 9,529 | $2.11M | 0.43% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 9,540 | $2.11M | 0.13% | +757+8.6% | Added |
| Ridgecrest Wealth Partners, LLC | 9,545 | $2.11M | 1.10% | +119+1.3% | Added |
| Donaldson Capital Management, LLC | 9,561 | $2.11M | 0.08% | −363−3.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,563 | $2.11M | 0.48% | −30.0% | Reduced |
| Bayesian Capital Management, LP | 9,570 | $2.12M | 0.25% | +9,570 | New |
| Mainstay Capital Management LLC | 9,602 | $2.12M | 0.36% | +139+1.5% | Added |
| Mendel Capital Management LLC | 9,601 | $2.12M | 1.30% | −174−1.8% | Reduced |
| Norden Group LLC | 9,604 | $2.12M | 0.25% | +3,607+60.1% | Added |
| Inscription Capital, LLC | 9,668 | $2.14M | 0.32% | +478+5.2% | Added |
| Raleigh Capital Management Inc. | 9,670 | $2.14M | 0.82% | −1,242−11.4% | Reduced |
| Zullo Investment Group, Inc. | 9,676 | $2.14M | 0.89% | −204−2.1% | Reduced |
| Nwam LLC | 9,676 | $2.14M | 0.13% | +9,676 | New |
| New England Research & Management, Inc. | 9,740 | $2.15M | 1.01% | −1,625−14.3% | Reduced |
| Meridian Investment Counsel Inc. | 9,758 | $2.16M | 0.65% | −600−5.8% | Reduced |
| Gen-Wealth Partners Inc | 10,541 | $2.16M | 0.94% | −187−1.7% | Reduced |
| Atlantic Trust, LLC | 9,775 | $2.16M | 0.52% | −201−2.0% | Reduced |
| MidWestOne Financial Group, Inc. | 9,790 | $2.16M | 0.30% | 00.0% | Unchanged |
| Graypoint LLC | 9,794 | $2.17M | 0.14% | −1,685−14.7% | Reduced |
| Green Square Capital Advisors LLC | 9,822 | $2.17M | 0.30% | −404−4.0% | Reduced |
| Dudley Capital Management, LLC | 9,821 | $2.17M | 1.14% | +30.0% | Added |
| Patten Group, Inc. | 9,833 | $2.17M | 0.48% | +392+4.2% | Added |
| JFS Wealth Advisors, LLC | 9,842 | $2.18M | 0.15% | −977−9.0% | Reduced |
| Parthenon LLC | 9,842 | $2.18M | 0.26% | −5−0.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,858 | $2.18M | 0.99% | +122+1.3% | Added |
| Flagship Harbor Advisors, LLC | 9,876 | $2.18M | 0.12% | −274−2.7% | Reduced |
| Oarsman Capital, Inc. | 9,899 | $2.19M | 0.40% | +2,936+42.2% | Added |
| Centennial Wealth Advisory LLC | 9,932 | $2.20M | 0.86% | +120+1.2% | Added |
| Roble, Belko & Company, Inc | 9,934 | $2.20M | 0.35% | −1,025−9.4% | Reduced |
| Keystone Financial Planning, Inc. | 9,941 | $2.20M | 0.67% | −1,309−11.6% | Reduced |
| First City Capital Management, Inc. | 9,973 | $2.20M | 1.14% | −114−1.1% | Reduced |
| Naviter Wealth, LLC | 9,977 | $2.21M | 0.31% | −149−1.5% | Reduced |
| Trust Investment Advisors | 9,989 | $2.21M | 1.41% | −1,158−10.4% | Reduced |
| Hedges Asset Management LLC | 10,000 | $2.21M | 1.46% | −1,000−9.1% | Reduced |
| Westport Asset Management Inc | 10,000 | $2.21M | 1.04% | 00.0% | Unchanged |
| Pensionfund Sabic | 10,000 | $2.21M | 0.69% | −2,000−16.7% | Reduced |
| Insigneo Advisory Services, LLC | 10,033 | $2.22M | 0.22% | +640+6.8% | Added |
| Chicago Capital, LLC | 10,048 | $2.22M | 0.06% | +1,098+12.3% | Added |
| Marcum Wealth, LLC | 10,075 | $2.23M | 0.21% | +1,062+11.8% | Added |
| RKL Wealth Management LLC | 10,135 | $2.24M | 0.20% | +255+2.6% | Added |
| Beese Fulmer Investment Management, Inc. | 10,172 | $2.25M | 0.19% | −226−2.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 10,575 | $2.25M | 0.54% | +421+4.1% | Added |
| Main Street Financial Solutions, LLC | 10,237 | $2.26M | 0.21% | +202+2.0% | Added |
| Peddock Capital Advisors, LLC | 10,240 | $2.26M | 0.54% | +200+2.0% | Added |
| Westhampton Capital, LLC | 10,246 | $2.27M | 1.15% | −100−1.0% | Reduced |
| Compass Ion Advisors, LLC | 10,273 | $2.27M | 0.28% | −353−3.3% | Reduced |
| Choate Investment Advisors | 10,299 | $2.28M | 0.06% | −3,535−25.6% | Reduced |
| G&S Capital LLC | 10,306 | $2.28M | 0.96% | −28−0.3% | Reduced |
| OV Management LLC | 10,332 | $2.28M | 1.52% | +224+2.2% | Added |
| Del-Sette Capital Management, LLC | 10,338 | $2.29M | 1.79% | +240+2.4% | Added |
| Hamel Associates, Inc. | 10,340 | $2.29M | 0.70% | −10−0.1% | Reduced |
| Smith Anglin Financial, LLC | 10,353 | $2.29M | 0.22% | −42−0.4% | Reduced |
| Physicians Financial Services, Inc. | 10,358 | $2.29M | 0.71% | −75−0.7% | Reduced |
| Marks Group Wealth Management, Inc | 10,380 | $2.29M | 0.22% | −177−1.7% | Reduced |
| Provenance Wealth Advisors, LLC | 10,403 | $2.30M | 0.29% | +171+1.7% | Added |
| Trust Asset Management LLC | 10,452 | $2.31M | 0.18% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 10,451 | $2.31M | 0.10% | +54+0.5% | Added |
| Rehmann Capital Advisory Group | 10,493 | $2.32M | 0.15% | +323+3.2% | Added |
| Gordian Capital Singapore Pte Ltd | 10,501 | $2.32M | 0.88% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 10,513 | $2.32M | 1.03% | −20−0.2% | Reduced |
| Hilltop Wealth Advisors, LLC | 10,539 | $2.33M | 1.09% | −83−0.8% | Reduced |
| Ironwood Financial, llc | 10,582 | $2.34M | 0.49% | +425+4.2% | Added |
| Ritholtz Wealth Management | 10,596 | $2.34M | 0.07% | +862+8.9% | Added |
| ORG Partners LLC | 10,613 | $2.35M | 0.38% | −3,702−25.9% | Reduced |
| Terra Nova Asset Management LLC | 10,632 | $2.35M | 1.74% | +2,144+25.3% | Added |
| Wedmont Private Capital | 10,354 | $2.35M | 0.13% | +647+6.7% | Added |
| Pinnacle Holdings, LLC | 10,638 | $2.35M | 0.92% | −263−2.4% | Reduced |
| Schulhoff & Co Inc | 10,649 | $2.35M | 0.98% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10,654 | $2.36M | 0.11% | −20−0.2% | Reduced |
| Groupama Asset Managment | 13,277 | $2.36M | 0.06% | −5,392−28.9% | Reduced |
| Alternative Investment Advisors, LLC. | 10,660 | $2.36M | 1.24% | +314+3.0% | Added |
| Quest Investment Management LLC | 10,684 | $2.36M | 0.28% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 10,688 | $2.36M | 1.08% | +687+6.9% | Added |
| Ausdal Financial Partners, Inc. | 10,690 | $2.36M | 0.25% | +44+0.4% | Added |
| Bowen Hanes & Co Inc | 10,695 | $2.36M | 0.06% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 10,704 | $2.37M | 0.74% | +341+3.3% | Added |