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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 13,851 | $3.06M | 0.55% | −543−3.8% | Reduced |
| Plato Investment Management Ltd | 13,918 | $3.07M | 0.25% | +288+2.1% | Added |
| Sterneck Capital Management, LLC | 13,905 | $3.07M | 1.66% | −1,186−7.9% | Reduced |
| Silvant Capital Management LLC | 13,905 | $3.07M | 0.13% | −1,458−9.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 13,951 | $3.08M | 0.99% | −545−3.8% | Reduced |
| CIC Wealth, LLC | 13,961 | $3.09M | 0.80% | +778+5.9% | Added |
| KKM Financial LLC | 13,973 | $3.09M | 1.53% | +863+6.6% | Added |
| Valeo Financial Advisors, LLC | 14,000 | $3.10M | 0.09% | +552+4.1% | Added |
| Summit Financial, LLC | 14,001 | $3.10M | 0.12% | +4,944+54.6% | Added |
| Excalibur Management Corp | 14,011 | $3.10M | 1.18% | +49+0.4% | Added |
| Savvy Advisors, Inc. | 14,036 | $3.10M | 0.63% | +10,152+261.4% | Added |
| GSB Wealth Management, LLC | 14,043 | $3.10M | 0.79% | +847+6.4% | Added |
| Lynch Asset Management, Inc. | 14,050 | $3.11M | 1.31% | 00.0% | Unchanged |
| Simmons Bank | 14,078 | $3.11M | 0.23% | −389−2.7% | Reduced |
| Insight Inv LLC | 14,104 | $3.12M | 2.62% | −575−3.9% | Reduced |
| Lakeridge Wealth Management LLC | 14,148 | $3.13M | 1.72% | −329−2.3% | Reduced |
| Park Circle Co | 14,200 | $3.14M | 2.80% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 14,214 | $3.14M | 0.35% | −880−5.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,231 | $3.15M | 0.12% | +1,113+8.5% | Added |
| Signet Investment Advisory Group, Inc. | 14,280 | $3.16M | 1.58% | −30−0.2% | Reduced |
| Cornerstone Advisors, LLC | 14,300 | $3.16M | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18,289 | $3.16M | 0.04% | +2,508+15.9% | Added |
| Ledyard National Bank | 14,308 | $3.16M | 0.29% | +1,405+10.9% | Added |
| Lowe Brockenbrough & Co Inc | 14,341 | $3.17M | 0.20% | +1,278+9.8% | Added |
| Webster Bank, N. A. | 14,351 | $3.17M | 0.34% | −60−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,369 | $3.18M | 0.19% | +2,915+25.4% | Added |
| Madden Securities Corp | 14,375 | $3.18M | 1.37% | 00.0% | Unchanged |
| Park National Corp | 14,415 | $3.19M | 0.11% | −18−0.1% | Reduced |
| Capital Analysts, LLC | 14,466 | $3.20M | 0.13% | +179+1.3% | Added |
| Lockheed Martin Investment Management Co | 14,500 | $3.21M | 0.15% | +12,700+705.6% | Added |
| Carson Advisory Inc. | 14,515 | $3.21M | 2.01% | −365−2.5% | Reduced |
| Vise Technologies, Inc. | 14,518 | $3.21M | 0.41% | +1,696+13.2% | Added |
| Sentry LLC | 14,546 | $3.22M | 0.62% | −494−3.3% | Reduced |
| White Pine Capital LLC | 14,630 | $3.23M | 1.11% | −123−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 14,649 | $3.24M | 0.08% | +180+1.2% | Added |
| Investment House LLC | 14,675 | $3.24M | 0.18% | +75+0.5% | Added |
| Twinbeech Capital LP | 14,706 | $3.25M | 0.06% | +14,706 | New |
| Wealth Effects LLC | 14,711 | $3.25M | 1.14% | +700+5.0% | Added |
| Arvest Bank Trust Division | 14,719 | $3.25M | 0.19% | +14,719 | New |
| Golden State Equity Partners | 14,666 | $3.25M | 0.51% | +2,937+25.0% | Added |
| First Hawaiian Bank | 14,737 | $3.26M | 0.10% | +39+0.3% | Added |
| Gotham Asset Management, LLC | 14,749 | $3.26M | 0.03% | −27,978−65.5% | Reduced |
| Klingenstein Fields & Co LP | 14,755 | $3.26M | 0.13% | −160−1.1% | Reduced |
| Larson Financial Group LLC | 14,777 | $3.27M | 0.19% | +5,755+63.8% | Added |
| Citizens Financial Group Inc | 14,815 | $3.28M | 0.07% | +302+2.1% | Added |
| Freestone Capital Holdings, LLC | 14,830 | $3.28M | 0.11% | −730−4.7% | Reduced |
| Widmann Financial Services, Inc. | 14,934 | $3.30M | 2.50% | −46−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 14,995 | $3.32M | 0.24% | −684−4.4% | Reduced |
| Allen Investment Management LLC | 15,000 | $3.32M | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 15,006 | $3.32M | 0.05% | +7,095+89.7% | Added |
| Fca Corp | 15,036 | $3.32M | 1.02% | +221+1.5% | Added |
| Hills Bank & Trust Co | 15,077 | $3.33M | 0.25% | −269−1.8% | Reduced |
| Allegheny Financial Group LTD | 15,116 | $3.34M | 0.83% | +3,388+28.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 15,146 | $3.35M | 0.09% | −2,346−13.4% | Reduced |
| Alliance Wealth Advisors, LLC | 15,146 | $3.35M | 0.88% | +913+6.4% | Added |
| Cyndeo Wealth Partners, LLC | 15,156 | $3.35M | 0.23% | +450+3.1% | Added |
| ZWJ Investment Counsel Inc | 15,159 | $3.35M | 0.14% | −832−5.2% | Reduced |
| Kovack Advisors, Inc. | 15,187 | $3.36M | 0.36% | +1,345+9.7% | Added |
| Birinyi Associates Inc | 15,210 | $3.36M | 0.97% | −10,203−40.1% | Reduced |
| Nomura Holdings Inc | 15,233 | $3.37M | 0.03% | −46,762−75.4% | Reduced |
| Los Angeles Capital Management LLC | 15,326 | $3.39M | 0.01% | +3,801+33.0% | Added |
| Bill Few Associates, Inc. | 15,375 | $3.40M | 1.21% | +666+4.5% | Added |
| Edmp, Inc. | 15,377 | $3.40M | 2.79% | −203−1.3% | Reduced |
| Fisher Asset Management, LLC | 15,420 | $3.41M | 0.00% | −2,197−12.5% | Reduced |
| Pittenger & Anderson Inc | 15,435 | $3.41M | 0.13% | +175+1.1% | Added |
| North Star Investment Management Corp. | 15,445 | $3.41M | 0.24% | −115−0.7% | Reduced |
| Leonteq Securities AG | 15,462 | $3.42M | 0.40% | −30,359−66.3% | Reduced |
| Abundance Wealth Counselors | 15,472 | $3.42M | 0.71% | +15,472 | New |
| Kingswood Wealth Advisors, LLC | 15,496 | $3.43M | 0.24% | +4,549+41.6% | Added |
| Ipswich Investment Management Co., Inc. | 15,544 | $3.44M | 0.80% | −100−0.6% | Reduced |
| Diversify Wealth Management, LLC | 14,790 | $3.44M | 0.33% | +3,660+32.9% | Added |
| Cacti Asset Management LLC | 15,600 | $3.45M | 0.26% | 00.0% | Unchanged |
| Principal Securities, Inc. | 15,627 | $3.45M | 0.08% | −10,283−39.7% | Reduced |
| Affinity Investment Advisors, LLC | 15,699 | $3.47M | 2.38% | −14−0.1% | Reduced |
| Surience Private Wealth LLC | 15,730 | $3.48M | 3.55% | +15,730 | New |
| Meeder Advisory Services, Inc. | 15,849 | $3.50M | 0.23% | +788+5.2% | Added |
| Diversify Advisory Services, LLC | 15,089 | $3.50M | 0.19% | −3,637−19.4% | Reduced |
| Commonwealth Retirement Investments LLC | 15,861 | $3.51M | 1.47% | +1,091+7.4% | Added |
| Uniplan Investment Counsel, Inc. | 15,889 | $3.51M | 0.31% | −1,061−6.3% | Reduced |
| Diversified Trust Co | 15,902 | $3.52M | 0.09% | −45−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,912 | $3.52M | 0.31% | +1,017+6.8% | Added |
| Grimes & Company, Inc. | 15,923 | $3.52M | 0.10% | +123+0.8% | Added |
| SeaCrest Wealth Management, LLC | 15,925 | $3.52M | 0.38% | +72+0.5% | Added |
| V-Square Quantitative Management LLC | 15,930 | $3.52M | 0.52% | +915+6.1% | Added |
| Eagle Rock Investment Company, LLC | 15,939 | $3.52M | 0.59% | −471−2.9% | Reduced |
| Proequities, Inc. | 16,183 | $3.58M | 0.21% | +1,418+9.6% | Added |
| Old Point Trust & Financial Services N A | 16,209 | $3.58M | 1.29% | −510−3.1% | Reduced |
| United Capital Management of KS, Inc. | 16,218 | $3.59M | 0.78% | +173+1.1% | Added |
| Core Alternative Capital | 16,235 | $3.59M | 0.69% | −10−0.1% | Reduced |
| St. Clair Advisors, LLC | 16,301 | $3.60M | 1.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 16,399 | $3.63M | 0.65% | −157−0.9% | Reduced |
| Naples Global Advisors, LLC | 16,420 | $3.63M | 0.34% | +241+1.5% | Added |
| Spinnaker Trust | 16,467 | $3.64M | 0.22% | −1,141−6.5% | Reduced |
| Field & Main Bank | 16,469 | $3.64M | 1.30% | −75−0.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 16,507 | $3.65M | 0.18% | −4,290−20.6% | Reduced |
| Chicago Partners Investment Group LLC | 15,680 | $3.65M | 0.13% | +1,813+13.1% | Added |
| Inspire Trust Co, N.A. | 16,525 | $3.65M | 1.01% | +1,000+6.4% | Added |
| Brookstone Capital Management | 16,548 | $3.66M | 0.05% | +210+1.3% | Added |
| Farther Finance Advisors, LLC | 16,560 | $3.66M | 0.14% | +5,597+51.1% | Added |
| GYL Financial Synergies, LLC | 16,577 | $3.66M | 0.28% | −3,962−19.3% | Reduced |