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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 10,784 | $2.38M | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 10,794 | $2.39M | 0.86% | +751+7.5% | Added |
| Wagner Wealth Management, LLC | 10,801 | $2.39M | 0.64% | −2,161−16.7% | Reduced |
| SlateStone Wealth, LLC | 10,799 | $2.39M | 0.22% | +40+0.4% | Added |
| Cito Capital Group, LLC | 10,813 | $2.39M | 0.89% | +8+0.1% | Added |
| Bright Futures Wealth Management, LLC. | 11,668 | $2.39M | 1.15% | −37−0.3% | Reduced |
| Marco Investment Management LLC | 10,886 | $2.41M | 0.21% | −145−1.3% | Reduced |
| Vista Investment Partners LLC | 10,944 | $2.42M | 0.77% | −233−2.1% | Reduced |
| Founders Financial Securities LLC | 10,977 | $2.43M | 0.22% | −774−6.6% | Reduced |
| Eqis Capital Management, Inc. | 10,978 | $2.43M | 0.19% | +6,029+121.8% | Added |
| Sandy Spring Bank | 10,981 | $2.43M | 0.10% | +1,045+10.5% | Added |
| Cary Street Partners Asset Management LLC | 11,032 | $2.44M | 0.32% | −656−5.6% | Reduced |
| Great Lakes Retirement, Inc. | 11,034 | $2.44M | 0.31% | +10,803+4,676.6% | Added |
| Signet Financial Management, LLC | 11,045 | $2.44M | 0.31% | −176−1.6% | Reduced |
| Sunbelt Securities, Inc. | 11,048 | $2.44M | 0.24% | −278−2.5% | Reduced |
| Clark Financial Services Group Inc | 11,049 | $2.44M | 2.22% | −305−2.7% | Reduced |
| Zurich Insurance Group Ltd | 11,100 | $2.45M | 0.02% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 11,130 | $2.46M | 0.57% | +2,058+22.7% | Added |
| Trust Point Inc. | 11,135 | $2.46M | 0.18% | +36+0.3% | Added |
| Aull & Monroe Investment Management Corp | 11,169 | $2.47M | 1.15% | −11−0.1% | Reduced |
| Chicago Trust Co NA | 11,201 | $2.48M | 0.43% | +576+5.4% | Added |
| Ceera Investments, LLC | 11,240 | $2.48M | 0.94% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11,243 | $2.49M | 0.01% | +2,345+26.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,271 | $2.49M | 0.87% | −16−0.1% | Reduced |
| Abn Amro Investment Solutions | 11,306 | $2.50M | 0.04% | −656−5.5% | Reduced |
| Deseret Mutual Benefit Administrators | 11,306 | $2.50M | 1.27% | −297−2.6% | Reduced |
| Linscomb & Williams, Inc. | 11,306 | $2.50M | 0.12% | −8,290−42.3% | Reduced |
| Focused Wealth Management, Inc | 11,327 | $2.50M | 0.35% | −113−1.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,400 | $2.52M | 0.87% | +11,400 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,414 | $2.52M | 0.38% | −156−1.3% | Reduced |
| Allianz SE | 11,517 | $2.55M | 0.07% | +8,070+234.1% | Added |
| Nicholas Hoffman & Company, LLC. | 11,572 | $2.56M | 0.11% | −16−0.1% | Reduced |
| Private Trust Co NA | 11,633 | $2.57M | 0.26% | −169−1.4% | Reduced |
| Aries Wealth Management | 11,637 | $2.57M | 0.71% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,700 | $2.59M | 0.22% | −404−3.3% | Reduced |
| Zuckerman Investment Group, LLC | 11,772 | $2.60M | 0.27% | +12+0.1% | Added |
| Azzad Asset Management Inc | 11,827 | $2.61M | 0.29% | +384+3.4% | Added |
| Providence Wealth Advisors, LLC | 11,298 | $2.63M | 1.94% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 11,889 | $2.63M | 0.67% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,900 | $2.63M | 0.66% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 11,977 | $2.65M | 0.33% | +291+2.5% | Added |
| O'Rourke & Company, Inc | 12,074 | $2.67M | 1.34% | +45+0.4% | Added |
| Redwood Investment Management, LLC | 12,091 | $2.67M | 0.24% | −2,543−17.4% | Reduced |
| Rockland Trust Co | 12,098 | $2.67M | 0.13% | −3,460−22.2% | Reduced |
| Lantz Financial LLC | 12,122 | $2.68M | 0.73% | +187+1.6% | Added |
| Optimist Retirement Group LLC | 12,125 | $2.68M | 1.21% | +72+0.6% | Added |
| Citizens & Northern Corp | 12,128 | $2.68M | 0.80% | −1,133−8.5% | Reduced |
| Culbertson A N & Co Inc | 12,158 | $2.69M | 0.43% | +78+0.6% | Added |
| Impax Asset Management Group plc | 12,176 | $2.69M | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,347 | $2.70M | 0.02% | −195−1.6% | Reduced |
| Connecticut Wealth Management, LLC | 12,225 | $2.70M | 0.13% | +1,183+10.7% | Added |
| Twelve Points Wealth Management LLC | 12,279 | $2.71M | 0.85% | +1,076+9.6% | Added |
| Evergreen Capital Management LLC | 12,326 | $2.72M | 0.09% | −361−2.8% | Reduced |
| Essex LLC | 12,340 | $2.73M | 0.56% | −345−2.7% | Reduced |
| Bard Financial Services, Inc. | 12,390 | $2.74M | 0.32% | −18,470−59.9% | Reduced |
| Intrust Bank NA | 12,460 | $2.75M | 0.28% | −37−0.3% | Reduced |
| Geneos Wealth Management Inc. | 12,488 | $2.76M | 0.11% | +1,966+18.7% | Added |
| Cladis Investment Advisory, LLC | 12,560 | $2.78M | 1.92% | −1,250−9.1% | Reduced |
| Private Capital Management, LLC | 12,577 | $2.78M | 0.30% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 12,593 | $2.78M | 0.09% | +4,884+63.4% | Added |
| Green Alpha Advisors, LLC | 12,600 | $2.79M | 2.19% | −498−3.8% | Reduced |
| Brown Miller Wealth Management, LLC | 12,615 | $2.79M | 1.08% | +15+0.1% | Added |
| Little House Capital LLC | 12,627 | $2.79M | 0.80% | −405−3.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,684 | $2.80M | 0.28% | −2,003−13.6% | Reduced |
| Silverberg Bernstein Capital Management LLC | 12,700 | $2.81M | 2.57% | +2,230+21.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,723 | $2.81M | 1.70% | +3,953+45.1% | Added |
| Bridges Investment Management Inc | 12,759 | $2.82M | 0.04% | +321+2.6% | Added |
| TFC Financial Management | 12,772 | $2.82M | 0.45% | −30.0% | Reduced |
| Garner Asset Management Corp | 12,813 | $2.83M | 1.30% | −157−1.2% | Reduced |
| Old National Bancorp | 12,852 | $2.84M | 0.07% | +380+3.0% | Added |
| Corrado Advisors, LLC | 12,854 | $2.84M | 1.78% | −619−4.6% | Reduced |
| Griffin Asset Management, Inc. | 12,887 | $2.85M | 0.32% | +9+0.1% | Added |
| Cypress Capital, LLC | 12,897 | $2.85M | 0.74% | +383+3.1% | Added |
| Portside Wealth Group, LLC | 12,907 | $2.85M | 0.49% | +973+8.2% | Added |
| Ameritas Advisory Services, LLC | 12,912 | $2.85M | 0.12% | −2,447−15.9% | Reduced |
| Vaughan David Investments LLC | 12,935 | $2.86M | 0.07% | −499−3.7% | Reduced |
| RWWM, Inc. | 12,983 | $2.87M | 0.27% | −158−1.2% | Reduced |
| Ascent Group, LLC | 13,079 | $2.89M | 0.22% | +771+6.3% | Added |
| Sage Investment Advisers LLC | 13,084 | $2.89M | 3.03% | +1,762+15.6% | Added |
| Cassaday & Co Wealth Management LLC | 13,084 | $2.89M | 0.08% | +232+1.8% | Added |
| Arete Wealth Advisors, LLC | 13,130 | $2.90M | 0.25% | −1,332−9.2% | Reduced |
| Forza Wealth Management, LLC | 13,106 | $2.90M | 1.33% | +441+3.5% | Added |
| Hunter Associates Investment Management LLC | 13,125 | $2.90M | 0.45% | +2,230+20.5% | Added |
| Csenge Advisory Group | 12,492 | $2.91M | 0.15% | +464+3.9% | Added |
| Lee Danner & Bass Inc | 13,198 | $2.92M | 0.21% | +10.0% | Added |
| Brooks, Moore & Associates, Inc. | 13,200 | $2.92M | 1.72% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 12,934 | $2.93M | 0.70% | +7,421+134.6% | Added |
| Spire Wealth Management | 13,269 | $2.93M | 0.10% | −536−3.9% | Reduced |
| Stonegate Investment Group, LLC | 13,328 | $2.95M | 0.08% | −18,712−58.4% | Reduced |
| Slagle Financial, LLC | 13,355 | $2.95M | 1.31% | +600+4.7% | Added |
| Jupiter Asset Management Ltd | 13,359 | $2.95M | 0.03% | −273−2.0% | Reduced |
| Washington Trust Co | 13,360 | $2.95M | 0.10% | +266+2.0% | Added |
| Chilton Capital Management LLC | 13,462 | $2.98M | 0.12% | −447−3.2% | Reduced |
| Tower Bridge Advisors | 13,484 | $2.98M | 0.31% | +2,475+22.5% | Added |
| GAMMA Investing LLC | 13,551 | $3.00M | 0.30% | +4,181+44.6% | Added |
| Round Rock Advisors, LLC | 13,622 | $3.01M | 0.70% | +678+5.2% | Added |
| Keel Point, LLC | 13,638 | $3.01M | 0.25% | +620+4.8% | Added |
| SkyOak Wealth, LLC | 13,737 | $3.04M | 0.67% | −742−5.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,743 | $3.04M | 0.19% | +11,407+488.3% | Added |
| Qtron Investments LLC | 13,821 | $3.06M | 0.42% | +3,103+29.0% | Added |