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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 16,587 | $3.67M | 0.58% | −438−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 16,594 | $3.67M | 0.17% | +9+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 16,616 | $3.67M | 0.28% | +1,531+10.1% | Added |
| Trust Co of Toledo NA | 16,689 | $3.69M | 0.50% | −1,504−8.3% | Reduced |
| Integrated Advisors Network LLC | 16,699 | $3.69M | 0.18% | −16,564−49.8% | Reduced |
| Sky Investment Group LLC | 16,734 | $3.70M | 0.66% | −220−1.3% | Reduced |
| Plimoth Trust Co LLC | 16,782 | $3.71M | 0.93% | +56+0.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 16,800 | $3.71M | 0.03% | +65+0.4% | Added |
| C2C Wealth Management, LLC | 18,029 | $3.73M | 3.47% | 00.0% | Unchanged |
| Bangor Savings Bank | 16,860 | $3.73M | 0.35% | −111−0.7% | Reduced |
| Independent Financial Group, LLC | 16,882 | $3.73M | 0.14% | +372+2.3% | Added |
| S&CO Inc | 16,888 | $3.73M | 0.24% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 16,906 | $3.74M | 1.42% | +50.0% | Added |
| Western Wealth Management, LLC | 16,913 | $3.74M | 0.21% | +11,686+223.6% | Added |
| SevenBridge Financial Group, LLC | 17,561 | $3.75M | 0.72% | +585+3.4% | Added |
| Stolper Co | 16,976 | $3.75M | 1.23% | +25+0.1% | Added |
| Atlas Capital Advisors LLC | 16,982 | $3.75M | 0.57% | +3,664+27.5% | Added |
| Pacitti Group Inc. | 17,091 | $3.78M | 1.78% | +1,059+6.6% | Added |
| SPC Financial, Inc. | 17,116 | $3.78M | 0.33% | +479+2.9% | Added |
| EagleClaw Capital Managment, LLC | 17,127 | $3.79M | 0.63% | −600−3.4% | Reduced |
| Agf Management Ltd | 17,246 | $3.81M | 0.02% | +1,586+10.1% | Added |
| Merit Financial Group, LLC | 17,281 | $3.82M | 0.09% | −332−1.9% | Reduced |
| Providence Capital Advisors, LLC | 17,288 | $3.82M | 0.76% | +84+0.5% | Added |
| Venture Visionary Partners LLC | 17,302 | $3.83M | 0.17% | −4,281−19.8% | Reduced |
| HBK Sorce Advisory LLC | 17,377 | $3.84M | 0.12% | +483+2.9% | Added |
| Zhang Financial LLC | 17,391 | $3.84M | 0.24% | +74+0.4% | Added |
| N.E.W. Advisory Services LLC | 17,430 | $3.85M | 0.38% | −967−5.3% | Reduced |
| Park Avenue Securities LLC | 17,495 | $3.87M | 0.04% | −1,394−7.4% | Reduced |
| Citadel Investment Advisory, Inc. | 17,626 | $3.90M | 2.05% | −40−0.2% | Reduced |
| Canada Pension Plan Investment Board | 17,631 | $3.90M | 0.00% | −208,023−92.2% | Reduced |
| Axxcess Wealth Management, LLC | 17,666 | $3.91M | 0.10% | +1,705+10.7% | Added |
| AMG National Trust Bank | 17,734 | $3.92M | 0.11% | −4,556−20.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,844 | $3.94M | 0.38% | +364+2.1% | Added |
| Douglass Winthrop Advisors, LLC | 17,849 | $3.95M | 0.08% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 17,852 | $3.95M | 1.92% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 17,858 | $3.95M | 0.06% | −234−1.3% | Reduced |
| AIA Group Ltd | 17,865 | $3.95M | 0.10% | −2,592−12.7% | Reduced |
| TD Private Client Wealth LLC | 17,935 | $3.97M | 0.11% | +30.0% | Added |
| Exeter Financial, LLC | 17,964 | $3.97M | 1.76% | −290−1.6% | Reduced |
| Sage Capital Management, LLC | 18,032 | $3.99M | 1.91% | +90+0.5% | Added |
| Wetherby Asset Management Inc | 18,071 | $4.00M | 0.18% | −183−1.0% | Reduced |
| E Fund Management Co., Ltd. | 18,076 | $4.00M | 0.21% | +3,097+20.7% | Added |
| Chesley Taft & Associates LLC | 18,116 | $4.01M | 0.19% | +1,150+6.8% | Added |
| Haverford Trust Co | 18,134 | $4.01M | 0.04% | +10.0% | Added |
| Associated Banc-Corp | 18,215 | $4.03M | 0.12% | −70−0.4% | Reduced |
| Wellington Shields Capital Management, LLC | 18,219 | $4.03M | 0.70% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 15,384 | $4.03M | 0.01% | −3,977−20.5% | Reduced |
| Game Creek Capital, LP | 18,250 | $4.03M | 2.17% | −20,951−53.4% | Reduced |
| Burney Co | 18,303 | $4.05M | 0.14% | −335−1.8% | Reduced |
| Anderson Hoagland & Co | 17,919 | $4.05M | 0.41% | +17,919 | New |
| Wright Investors Service Inc | 18,341 | $4.05M | 1.06% | −339−1.8% | Reduced |
| Paragon Capital Management LLC | 18,353 | $4.06M | 2.10% | −339−1.8% | Reduced |
| Montag A & Associates Inc | 18,364 | $4.06M | 0.19% | −26−0.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 18,372 | $4.06M | 1.11% | −10,638−36.7% | Reduced |
| Hudson Bay Capital Management LP | 18,381 | $4.06M | 0.03% | +18,381 | New |
| McDonald Partners LLC | 18,397 | $4.07M | 1.02% | +215+1.2% | Added |
| Moran Wealth Management, LLC | 18,447 | $4.08M | 0.13% | +251+1.4% | Added |
| Leavell Investment Management, Inc. | 18,486 | $4.09M | 0.20% | +4,505+32.2% | Added |
| Frank, Rimerman Advisors LLC | 18,526 | $4.10M | 0.29% | −3,548−16.1% | Reduced |
| AXS Investments LLC | 18,532 | $4.10M | 1.09% | −4,110−18.2% | Reduced |
| Atlas Wealth LLC | 18,535 | $4.10M | 1.77% | −67−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 18,547 | $4.10M | 0.12% | +1,831+11.0% | Added |
| Donoghue Forlines LLC | 18,614 | $4.12M | 1.17% | +947+5.4% | Added |
| Ingalls & Snyder LLC | 18,656 | $4.12M | 0.16% | −669−3.5% | Reduced |
| Capital Investment Advisory Services, LLC | 18,676 | $4.13M | 0.39% | −3,055−14.1% | Reduced |
| Brighton Jones LLC | 18,688 | $4.13M | 0.16% | +922+5.2% | Added |
| Arkadios Wealth Advisors | 18,735 | $4.14M | 0.23% | +1,380+8.0% | Added |
| CoreCap Advisors, LLC | 18,755 | $4.15M | 0.20% | +18,755 | New |
| AIMZ Investment Advisors, LLC | 18,782 | $4.15M | 1.42% | +62+0.3% | Added |
| NTV Asset Management LLC | 18,786 | $4.15M | 0.56% | −50.0% | Reduced |
| Smithfield Trust Co | 18,929 | $4.18M | 0.21% | −135−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 19,026 | $4.21M | 0.18% | −213−1.1% | Reduced |
| Ballentine Partners, LLC | 19,036 | $4.21M | 0.07% | +5,772+43.5% | Added |
| Verdence Capital Advisors LLC | 19,102 | $4.22M | 0.34% | +241+1.3% | Added |
| First Dallas Securities Inc. | 19,207 | $4.25M | 1.77% | −834−4.2% | Reduced |
| Cypress Capital Group | 19,375 | $4.28M | 0.48% | +3,419+21.4% | Added |
| Carret Asset Management, LLC | 19,400 | $4.29M | 0.47% | +51+0.3% | Added |
| Shell Asset Management Co | 19,448 | $4.30M | 0.19% | +19,448 | New |
| Westmount Partners, LLC | 19,453 | $4.30M | 1.29% | −304−1.5% | Reduced |
| Redwood Wealth Management Group, LLC | 19,460 | $4.30M | 2.13% | −530−2.7% | Reduced |
| Strategic Advisors LLC | 19,462 | $4.30M | 0.80% | +65+0.3% | Added |
| Fayez Sarofim & Co | 19,493 | $4.31M | 0.01% | +2,086+12.0% | Added |
| Greenleaf Trust | 19,499 | $4.31M | 0.04% | +1,006+5.4% | Added |
| Signaturefd, LLC | 19,526 | $4.32M | 0.08% | −715−3.5% | Reduced |
| Leo Wealth, LLC | 19,550 | $4.32M | 0.39% | +539+2.8% | Added |
| NorthRock Partners, LLC | 19,562 | $4.32M | 0.14% | +982+5.3% | Added |
| Gamco Investors, Inc. Et Al | 19,596 | $4.33M | 0.04% | −1,350−6.4% | Reduced |
| J. W. Coons Advisors, LLC | 19,611 | $4.34M | 1.08% | +290+1.5% | Added |
| Nations Financial Group Inc, | 19,614 | $4.34M | 0.31% | +1,780+10.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,700 | $4.36M | 0.01% | +19,700 | New |
| Congress Wealth Management LLC | 19,743 | $4.36M | 0.06% | +7,490+61.1% | Added |
| IHT Wealth Management, LLC | 19,829 | $4.38M | 0.12% | +4,332+28.0% | Added |
| Buckingham Strategic Partners | 19,839 | $4.39M | 0.09% | +2,703+15.8% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $4.42M | 0.53% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 20,023 | $4.43M | 3.26% | +48+0.2% | Added |
| Perkins Coie Trust Co | 20,082 | $4.44M | 0.98% | −631−3.0% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.45M | 1.49% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 20,194 | $4.46M | 0.27% | +10,304+104.2% | Added |
| Old Port Advisors | 20,298 | $4.49M | 1.25% | −260−1.3% | Reduced |
| Strengthening Families & Communities, LLC | 20,304 | $4.49M | 1.15% | +555+2.8% | Added |