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 |
|---|---|---|---|---|---|
| KWB Wealth | 2,266 | $391.9K | 0.05% | +130+6.1% | Added |
| Rise Advisors, LLC | 1,774 | $392.2K | 0.19% | +22+1.3% | Added |
| Eagle Wealth Strategies LLC | 1,776 | $392.6K | 0.29% | +16+0.9% | Added |
| Beacon Financial Strategies CORP | 1,778 | $393.1K | 0.27% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 1,779 | $393.3K | 0.11% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,780 | $393.5K | 0.13% | +3+0.2% | Added |
| Central Valley Advisors, LLC | 1,780 | $393.5K | 0.22% | +1,780 | New |
| M&R Capital Management Inc | 1,781 | $393.7K | 0.09% | +15+0.8% | Added |
| Stableford Capital II LLC | 1,690 | $394.2K | 0.16% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 1,789 | $395.4K | 0.06% | −74−4.0% | Reduced |
| Van Cleef Asset Management,Inc | 1,792 | $396.2K | 0.04% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,797 | $397.3K | 0.03% | +1,797 | New |
| Syon Capital LLC | 1,799 | $397.7K | 0.04% | +143+8.6% | Added |
| Westshore Wealth, LLC | 1,800 | $397.9K | 0.16% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,814 | $398.0K | 0.08% | +14+0.8% | Added |
| Sym Financial Corp | 1,803 | $398.6K | 0.05% | +102+6.0% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,804 | $398.9K | 0.19% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,806 | $399.2K | 0.16% | +9+0.5% | Added |
| Retirement Income Solutions, Inc | 1,807 | $399.5K | 0.09% | −394−17.9% | Reduced |
| Silver Lake Advisory, LLC | 1,808 | $399.6K | 0.16% | +13+0.7% | Added |
| Prentiss Smith & Co Inc | 1,810 | $400.2K | 0.26% | −150−7.7% | Reduced |
| Two Sigma Securities, LLC | 1,811 | $400.4K | 0.03% | +1,811 | New |
| Security Financial Services, INC. | 1,812 | $400.6K | 0.08% | +12+0.7% | Added |
| Pacifica Partners Inc. | 1,814 | $401.0K | 0.17% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,821 | $402.5K | 0.01% | +413+29.3% | Added |
| Miller Investment Management, LP | 1,822 | $402.8K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,823 | $403.0K | 0.01% | +1+0.1% | Added |
| Meridian Financial, LLC | 1,824 | $403.3K | 0.27% | 00.0% | Unchanged |
| Financial Symmetry Inc | 1,826 | $403.6K | 0.28% | −23−1.2% | Reduced |
| Callan Capital, LLC | 1,826 | $403.7K | 0.03% | −61−3.2% | Reduced |
| Gradient Capital Advisors, LLC | 1,827 | $403.9K | 0.13% | +4+0.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,338 | $404.2K | 0.15% | +303+14.9% | Added |
| Gemmer Asset Management LLC | 1,833 | $405.2K | 0.04% | +323+21.4% | Added |
| Kathmere Capital Management, LLC | 1,833 | $405.2K | 0.04% | +262+16.7% | Added |
| AJ Advisors, LLC | 1,834 | $405.4K | 0.21% | +41+2.3% | Added |
| True Link Financial Advisors, LLC | 1,835 | $405.7K | 0.03% | +166+9.9% | Added |
| Camden National Bank | 1,839 | $406.6K | 0.06% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,841 | $407.0K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,736 | $408.0K | 0.04% | −855−33.0% | Reduced |
| Humankind Investments LLC | 1,847 | $408.3K | 0.15% | −168−8.3% | Reduced |
| Etfidea, LLC | 1,850 | $409.0K | 0.13% | 00.0% | Unchanged |
| Community Bank of Raymore | 1,860 | $411.2K | 0.31% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,860 | $411.2K | 0.03% | +15+0.8% | Added |
| Mattern Wealth Management LLC | 1,861 | $411.4K | 0.09% | −182−8.9% | Reduced |
| Presilium Private Wealth, LLC | 1,863 | $411.9K | 0.09% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,866 | $412.7K | 0.03% | +1,866 | New |
| Morton Capital Management LLC | 1,867 | $412.8K | 0.08% | +5+0.3% | Added |
| Schmidt P J Investment Management Inc | 1,870 | $413.4K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 1,874 | $414.3K | 0.36% | −34−1.8% | Reduced |
| Rebalance, LLC | 1,875 | $414.6K | 0.03% | +296+18.7% | Added |
| CVA Family Office, LLC | 1,876 | $414.7K | 0.07% | +80+4.5% | Added |
| Central Bank & Trust Co | 1,876 | $414.7K | 0.06% | +66+3.6% | Added |
| Lazari Capital Management, Inc. | 1,886 | $417.0K | 0.18% | −87−4.4% | Reduced |
| Highland Capital Management, LLC | 1,888 | $417.4K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,889 | $417.5K | 0.05% | −138−6.8% | Reduced |
| von Borstel & Associates, Inc. | 1,894 | $418.0K | 0.24% | +1,894 | New |
| Lee Financial Co | 1,898 | $419.6K | 0.06% | +244+14.8% | Added |
| Clarus Wealth Advisors | 1,848 | $419.7K | 0.21% | −189−9.3% | Reduced |
| Advisory Services & Investments, LLC | 1,899 | $419.8K | 0.29% | +1,899 | New |
| Silvia McColl Wealth Management, LLC | 1,901 | $420.3K | 0.31% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,901 | $420.3K | 0.12% | +15+0.8% | Added |
| Drucker Wealth 3.0, LLC | 1,905 | $421.2K | 0.10% | +377+24.7% | Added |
| Lyell Wealth Management, LP | 1,906 | $421.4K | 0.04% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,907 | $421.6K | 0.28% | +1,907 | New |
| Calamos Wealth Management LLC | 1,915 | $423.4K | 0.02% | +22+1.2% | Added |
| Pasadena Private Wealth, LLC | 1,918 | $424.0K | 0.09% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,920 | $424.5K | 0.07% | −487−20.2% | Reduced |
| Fagan Associates, Inc. | 1,920 | $424.5K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,920 | $424.6K | 0.11% | 00.0% | Unchanged |
| Capital Counsel LLC | 1,921 | $424.7K | 0.02% | +21+1.1% | Added |
| Gradient Investments LLC | 1,923 | $425.2K | 0.01% | −622−24.4% | Reduced |
| Meridian Financial Partners LLC | 1,926 | $426.0K | 0.22% | +85+4.6% | Added |
| Summit Wealth Partners, LLC | 1,934 | $427.5K | 0.08% | +101+5.5% | Added |
| Sittner & Nelson, LLC | 1,935 | $427.9K | 0.19% | −25−1.3% | Reduced |
| Syverson Strege & Co | 1,937 | $428.3K | 0.14% | −157−7.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,950 | $430.6K | 0.05% | −494−20.2% | Reduced |
| Arbor Investment Advisors, LLC | 1,950 | $431.1K | 0.06% | +1,950 | New |
| PSI Advisors, LLC | 1,951 | $431.2K | 0.13% | −59−2.9% | Reduced |
| Prostatis Group LLC | 1,951 | $431.2K | 0.14% | +317+19.4% | Added |
| Union Savings Bank | 1,954 | $432.0K | 0.21% | −65−3.2% | Reduced |
| CNB Bank | 1,954 | $432.0K | 0.20% | −231−10.6% | Reduced |
| W Advisors, LLC | 1,959 | $433.1K | 0.27% | +12+0.6% | Added |
| Enterprise Bank & Trust Co | 1,959 | $433.1K | 0.14% | +15+0.8% | Added |
| Whalerock Point Partners, LLC | 1,966 | $434.6K | 0.10% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,975 | $436.6K | 0.28% | −39−1.9% | Reduced |
| Bank of Hawaii | 1,976 | $436.9K | 0.02% | −353−15.2% | Reduced |
| Foster Group, Inc. | 1,977 | $437.1K | 0.02% | +19+1.0% | Added |
| Phoenix Wealth Advisors | 1,978 | $437.3K | 0.20% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 1,980 | $437.7K | 0.28% | −695−26.0% | Reduced |
| Inspire Advisors, LLC | 1,981 | $438.0K | 0.05% | −17−0.9% | Reduced |
| BOS Asset Management, LLC | 1,984 | $438.6K | 0.16% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,986 | $439.1K | 0.08% | 00.0% | Unchanged |
| Univest Financial Corp | 1,986 | $439.2K | 0.03% | +1,986 | New |
| Buffington Mohr McNeal | 1,987 | $439.3K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,988 | $439.5K | 0.05% | +183+10.1% | Added |
| Hummer Financial Advisory Services Inc | 1,991 | $440.2K | 0.35% | −50−2.4% | Reduced |
| Fairview Capital Investment Management, LLC | 1,998 | $441.7K | 0.02% | +1,998 | New |
| McIlrath & Eck, LLC | 1,998 | $441.7K | 0.06% | +45+2.3% | Added |
| Bramshill Investments, LLC | 2,000 | $442.2K | 0.05% | −1,479−42.5% | Reduced |
| Ergawealth Advisors, Inc. | 2,000 | $442.2K | 0.22% | −4−0.2% | Reduced |