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
- 2,941
- +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
- 1,100 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 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | 1,012 | $223.7K | 0.02% | −250−19.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,014 | $224.2K | 0.04% | +6+0.6% | Added |
| Mairs & Power Inc | 1,017 | $224.8K | 0.00% | +1,017 | New |
| First National Bank of Hutchinson | 1,020 | $225.5K | 0.15% | +1,020 | New |
| Keebeck Wealth Management, LLC | 1,022 | $225.9K | 0.03% | +1,022 | New |
| Fountainhead AM, LLC | 1,026 | $226.9K | 0.05% | −234−18.6% | Reduced |
| Dillon & Associates Inc | 1,027 | $227.0K | 0.03% | +1,027 | New |
| Pflug Koory, LLC | 1,029 | $227.5K | 0.11% | +1,029 | New |
| Triton Wealth Management, PLLC | 1,036 | $227.6K | 0.13% | +1,036 | New |
| Enzi Wealth | 968 | $227.6K | 0.09% | +968 | New |
| Finer Wealth Management, Inc. | 1,032 | $228.2K | 0.14% | +1,032 | New |
| Altiora Financial Group, LLC | 1,032 | $228.2K | 0.05% | +1,032 | New |
| Bridgewealth Advisory Group, LLC | 1,033 | $228.4K | 0.08% | +1,033 | New |
| Thompson Davis & Co., Inc. | 1,034 | $228.7K | 0.17% | +1,034 | New |
| Iron Financial, LLC | 1,034 | $228.7K | 0.12% | +1,034 | New |
| ShankerValleau Wealth Advisors, Inc. | 1,035 | $228.8K | 0.08% | +1,035 | New |
| Lakeshore Financial Planning, Inc. | 1,035 | $228.9K | 0.10% | +1,035 | New |
| MGB Wealth Management, LLC | 1,039 | $229.5K | 0.08% | +1,039 | New |
| Well Done, LLC | 1,039 | $229.7K | 0.04% | +1,039 | New |
| Legacy Financial Strategies, LLC | 1,039 | $229.8K | 0.05% | +1,039 | New |
| Gordian Advisors LLC | 1,041 | $230.1K | 0.18% | +1,041 | New |
| Dash Acquisitions Inc. | 1,072 | $230.1K | 0.06% | 00.0% | Unchanged |
| IMS Capital Management | 1,042 | $230.4K | 0.10% | −25−2.3% | Reduced |
| Sunpointe, LLC | 1,044 | $230.8K | 0.19% | +1,044 | New |
| Atlas Wealth Partners, LLC | 1,050 | $232.0K | 0.35% | +1,050 | New |
| Hardin Capital Partners, LLC | 1,015 | $232.0K | 0.13% | −200−16.5% | Reduced |
| V2 Financial group LLC | 1,050 | $232.1K | 0.15% | −50−4.5% | Reduced |
| NCP Inc. | 1,050 | $232.1K | 0.13% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,050 | $232.1K | 0.09% | +1,050 | New |
| Avalon Trust Co | 1,054 | $233.0K | 0.02% | −307−22.6% | Reduced |
| Duncan Williams Asset Management, LLC | 1,060 | $234.3K | 0.13% | +1,060 | New |
| Strategic Investment Advisors | 1,063 | $235.1K | 0.03% | +1,063 | New |
| Red Mountain Financial, LLC | 1,068 | $236.1K | 0.25% | +1,068 | New |
| IAM Advisory, LLC | 1,069 | $236.3K | 0.06% | +1,069 | New |
| Retirement Solution Inc. | 1,070 | $236.4K | 0.06% | +1,070 | New |
| Union Heritage Capital, LLC | 1,070 | $236.6K | 0.09% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 1,070 | $236.6K | 0.91% | +1,070 | New |
| Calton & Associates, Inc. | 1,070 | $236.8K | 0.09% | +1,070 | New |
| Chapin Davis, Inc. | 1,071 | $236.8K | 0.08% | +1,071 | New |
| PFG Private Wealth Management, LLC | 1,072 | $237.0K | 0.14% | +1,059+8,146.2% | Added |
| Financial Advisory Corp | 1,072 | $237.0K | 0.09% | +1,072 | New |
| LGL Partners, LLC | 1,072 | $237.0K | 0.03% | +1,072 | New |
| Hohimer Wealth Management, LLC | 1,075 | $237.7K | 0.05% | +1,075 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,076 | $237.9K | 0.01% | +1,076 | New |
| Crestmont Private Wealth LLC | 1,079 | $238.5K | 0.10% | +1,079 | New |
| Ellsworth Advisors, LLC | 1,081 | $238.9K | 0.06% | +1,081 | New |
| DSC Advisors, L.P. | 1,081 | $239.0K | 2.18% | −78−6.7% | Reduced |
| GW&K Investment Management, LLC | 1,079 | $239.0K | 0.00% | +65+6.4% | Added |
| High Falls Advisors, Inc | 1,083 | $239.4K | 0.05% | −187−14.7% | Reduced |
| Thrive Capital Management, LLC | 1,083 | $239.5K | 0.11% | −162−13.0% | Reduced |
| Left Brain Wealth Management, LLC | 1,086 | $240.1K | 0.11% | +1,086 | New |
| Gerber, LLC | 1,086 | $240.1K | 0.18% | +1,086 | New |
| Gill Capital Partners, LLC | 1,086 | $240.2K | 0.09% | +1,086 | New |
| Aspire Capital Advisors LLC | 1,087 | $240.3K | 0.07% | +1,087 | New |
| RB Capital Management, LLC | 1,088 | $240.6K | 0.06% | −243−18.3% | Reduced |
| LJI Wealth Management, LLC | 1,090 | $241.0K | 0.05% | +1,090 | New |
| Legacy Edge Advisors, LLC | 1,091 | $241.2K | 0.04% | +1,091 | New |
| Avenue 1 Advisors, LLC | 1,092 | $241.4K | 0.09% | +1,092 | New |
| Independent Wealth Network Inc. | 1,093 | $241.7K | 0.11% | +1,093 | New |
| Lesa Sroufe & Co | 1,095 | $242.0K | 0.23% | +1,095 | New |
| Patriot Investment Management Inc. | 1,095 | $242.0K | 0.02% | +1,095 | New |
| Northwest Wealth Management, LLC | 1,096 | $242.3K | 0.06% | +1,096 | New |
| Cim, LLC | 1,097 | $242.6K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,100 | $243.2K | 0.07% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,102 | $243.6K | 0.17% | −108−8.9% | Reduced |
| Ewa, LLC | 1,174 | $245.5K | 0.09% | +73+6.6% | Added |
| Clay Northam Wealth Management, LLC | 1,114 | $246.3K | 0.17% | +1,114 | New |
| Shoker Investment Counsel, Inc. | 1,116 | $246.9K | 0.08% | +1,116 | New |
| Navalign, LLC | 1,119 | $247.4K | 0.07% | +1,119 | New |
| Matrix Asset Advisors Inc | 1,123 | $248.3K | 0.03% | +1,123 | New |
| Centurion Wealth Management LLC | 1,123 | $248.3K | 0.08% | +1,123 | New |
| Capstone Capital Wealth Advisors | 1,126 | $248.9K | 0.21% | +1,126 | New |
| Great Diamond Partners, LLC | 1,127 | $249.2K | 0.06% | −840−42.7% | Reduced |
| New England Professional Planning Group Inc. | 1,129 | $249.6K | 0.12% | +1,129 | New |
| KC Investment Advisors, LLC | 1,131 | $250.0K | 0.10% | +1,131 | New |
| LongView Wealth Management | 1,132 | $250.2K | 0.08% | +1,132 | New |
| Global Wealth Strategies & Associates | 1,132 | $250.3K | 0.08% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,132 | $250.3K | 0.15% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,135 | $250.9K | 0.08% | +1,135 | New |
| First International Bank & Trust | 1,137 | $251.4K | 0.08% | +1,137 | New |
| Vestor Capital, LLC | 1,140 | $252.0K | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 1,141 | $252.3K | 0.01% | +1,141 | New |
| Intrepid Capital Management Inc | 1,142 | $252.5K | 0.14% | −26−2.2% | Reduced |
| Prosperitas Financial LLC | 1,147 | $253.7K | 0.14% | +1,147 | New |
| Searcy Financial Services Inc | 1,148 | $253.8K | 0.12% | +1,148 | New |
| TAGStone Capital, Inc. | 1,150 | $254.0K | 0.13% | +1,150 | New |
| Founders Capital Management | 1,150 | $254.2K | 0.15% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,150 | $254.2K | 0.10% | +1,150 | New |
| Prairie Sky Financial Group LLC | 1,150 | $254.2K | 0.14% | +1,150 | New |
| Cypress Financial Planning LLC | 1,151 | $254.5K | 0.09% | +1,151 | New |
| Mill Creek Capital Advisors, LLC | 1,155 | $255.3K | 0.01% | −10−0.9% | Reduced |
| Cedrus LLC | 1,157 | $255.8K | 0.09% | −716−38.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,158 | $256.0K | 0.09% | −3−0.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,160 | $256.5K | 0.10% | −109−8.6% | Reduced |
| TPG Financial Advisors, LLC | 1,160 | $256.5K | 0.12% | +1,160 | New |
| Cascades Capital Asset Management, LLC | 1,164 | $257.4K | 0.14% | +1,164 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,166 | $257.7K | 0.19% | +6+0.5% | Added |
| Retirement Guys Formula LLC | 1,166 | $257.8K | 0.12% | −63−5.1% | Reduced |
| Dupree Financial Group, LLC | 1,167 | $258.0K | 0.10% | −53−4.3% | Reduced |
| EWG Elevate Inc. | 1,167 | $258.0K | 0.10% | +7+0.6% | Added |