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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 2,002 | $442.6K | 0.08% | +18+0.9% | Added |
| Moseley Investment Management Inc | 2,002 | $442.7K | 0.18% | −57−2.8% | Reduced |
| Ontario Teachers Pension Plan Board | 2,005 | $443.3K | 0.00% | −4,233−67.9% | Reduced |
| Human Investing LLC | 2,008 | $443.9K | 0.08% | +45+2.3% | Added |
| DRW Securities, LLC | 2,010 | $444.4K | 0.02% | −5,675−73.8% | Reduced |
| Carolina Wealth Advisors, LLC | 2,011 | $444.6K | 0.23% | +3+0.1% | Added |
| Hemington Wealth Management | 2,153 | $445.0K | 0.12% | −97−4.3% | Reduced |
| Nadler Financial Group, Inc. | 2,015 | $445.5K | 0.05% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,017 | $446.0K | 0.21% | −24−1.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $450.1K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,040 | $451.0K | 0.02% | 00.0% | Unchanged |
| Values Added Financial LLC | 2,041 | $451.2K | 0.28% | +11+0.5% | Added |
| Key Financial Inc | 2,042 | $451.4K | 0.10% | −45−2.2% | Reduced |
| Paulson Wealth Management Inc. | 2,043 | $451.7K | 0.12% | +34+1.7% | Added |
| Ellis Investment Partners, LLC | 2,043 | $451.7K | 0.09% | −190−8.5% | Reduced |
| McGowan Group Asset Management, Inc. | 2,044 | $451.9K | 0.06% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 2,045 | $452.1K | 0.30% | +74+3.8% | Added |
| Shotwell Rutter Baer Inc | 2,002 | $452.3K | 0.37% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,048 | $452.8K | 0.06% | +12+0.6% | Added |
| Keb Asset Management, LLC | 2,049 | $452.9K | 0.14% | +203+11.0% | Added |
| Ellenbecker Investment Group | 2,049 | $453.2K | 0.09% | +46+2.3% | Added |
| Alera Investment Advisors, LLC | 2,050 | $453.2K | 0.05% | +306+17.5% | Added |
| OMNI 360 Wealth, Inc. | 2,051 | $453.4K | 0.31% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,053 | $453.9K | 0.04% | −170−7.6% | Reduced |
| Sepio Capital, LP | 2,055 | $454.3K | 0.04% | +14+0.7% | Added |
| Chelsea Counsel Co | 2,055 | $454.3K | 0.22% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,059 | $455.2K | 0.07% | +232+12.7% | Added |
| Narus Financial Partners, LLC | 2,063 | $456.1K | 0.16% | +77+3.9% | Added |
| Tealwood Asset Management Inc | 2,068 | $457.0K | 0.20% | −57−2.7% | Reduced |
| Marietta Wealth Management, LLC | 2,076 | $459.0K | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 2,078 | $459.0K | 0.03% | −10.0% | Reduced |
| Alliance Wealth Management Group | 2,078 | $459.3K | 0.12% | +10.0% | Added |
| Meadow Creek Wealth Advisors LLC | 2,078 | $459.4K | 0.36% | +582+38.9% | Added |
| Holistic Planning, LLC | 2,080 | $459.8K | 0.19% | +2,080 | New |
| Almanack Investment Partners, LLC. | 2,081 | $460.1K | 0.07% | +97+4.9% | Added |
| Charles Schwab Trust Co | 2,083 | $460.5K | 0.04% | −11,010−84.1% | Reduced |
| Cohen & Steers, Inc. | 2,084 | $461.0K | 0.00% | −13−0.6% | Reduced |
| Roundview Capital LLC | 2,092 | $462.5K | 0.03% | +164+8.5% | Added |
| Revisor Wealth Management LLC | 2,092 | $462.5K | 0.29% | −157−7.0% | Reduced |
| Mindset Wealth Management, LLC | 2,100 | $464.3K | 0.19% | +2,100 | New |
| CAP Partners, LLC | 2,100 | $464.3K | 0.35% | +13+0.6% | Added |
| Peak Asset Management, LLC | 2,101 | $464.5K | 0.09% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,105 | $465.4K | 0.09% | −86−3.9% | Reduced |
| Michael S. Ryan, Inc. | 2,110 | $466.5K | 0.33% | −235−10.0% | Reduced |
| Mosley Wealth Management | 2,015 | $467.0K | 0.32% | +225+12.6% | Added |
| Freestate Advisors LLC | 2,121 | $468.9K | 0.49% | +2,121 | New |
| Saturna Capital CORP | 2,123 | $469.4K | 0.01% | +80+3.9% | Added |
| Clear Creek Financial Management, LLC | 2,125 | $469.8K | 0.05% | −73−3.3% | Reduced |
| MPS Loria Financial Planners, LLC | 2,126 | $469.9K | 0.14% | −159−7.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,132 | $471.3K | 0.13% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 2,133 | $471.6K | 0.26% | +8+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 2,133 | $471.6K | 0.03% | +511+31.5% | Added |
| Gibbs Wealth Management | 2,135 | $472.0K | 0.15% | +415+24.1% | Added |
| Tritonpoint Wealth, LLC | 2,143 | $473.3K | 0.04% | −327−13.2% | Reduced |
| iA Global Asset Management Inc. | 2,142 | $474.0K | 0.01% | −1,596−42.7% | Reduced |
| Knott David M Jr | 2,142 | $474.0K | 0.19% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,098 | $474.2K | 0.10% | +9+0.4% | Added |
| Progressive Investment Management Corp | 2,149 | $475.1K | 0.12% | 00.0% | Unchanged |
| Arnhold LLC | 2,156 | $476.6K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,159 | $477.3K | 0.03% | −215−9.1% | Reduced |
| Davis Investment Partners, LLC | 2,174 | $477.6K | 0.20% | +14+0.6% | Added |
| Childress Capital Advisors, LLC | 2,161 | $477.9K | 0.13% | +209+10.7% | Added |
| Alpha Family Trust | 2,165 | $478.6K | 0.27% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,166 | $479.0K | 0.18% | −34−1.5% | Reduced |
| KPP Advisory Services LLC | 2,168 | $479.3K | 0.12% | +121+5.9% | Added |
| Moody Aldrich Partners LLC | 2,170 | $479.7K | 0.09% | 00.0% | Unchanged |
| Integrity Financial Corp | 2,176 | $481.1K | 0.28% | +600+38.1% | Added |
| LVW Advisors, LLC | 2,176 | $481.1K | 0.06% | +437+25.1% | Added |
| First Heartland Consultants, Inc. | 2,181 | $482.0K | 0.05% | +6+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 2,061 | $482.9K | 0.04% | +100+5.1% | Added |
| US Asset Management LLC | 2,295 | $484.0K | 0.43% | −30−1.3% | Reduced |
| Family Management Corp | 2,190 | $484.2K | 0.08% | +10+0.5% | Added |
| CoreFirst Bank & Trust | 2,196 | $485.5K | 0.28% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,200 | $486.3K | 0.15% | +32+1.5% | Added |
| Southland Equity Partners LLC | 2,202 | $486.8K | 0.12% | −2−0.1% | Reduced |
| Lifestyle Asset Management, Inc. | 2,206 | $487.6K | 0.27% | +170+8.3% | Added |
| Aveo Capital Partners, LLC | 2,207 | $488.0K | 0.05% | −2−0.1% | Reduced |
| AllSquare Wealth Management LLC | 2,209 | $488.5K | 0.28% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,213 | $489.2K | 0.27% | +484+28.0% | Added |
| Centric Wealth Management | 2,293 | $489.7K | 0.13% | −105−4.4% | Reduced |
| Magnolia Capital Advisors LLC | 2,218 | $490.4K | 0.25% | +2,218 | New |
| Colonial River Wealth Management, LLC | 2,222 | $491.2K | 0.24% | −1,316−37.2% | Reduced |
| Buckhead Capital Management LLC | 2,225 | $491.9K | 0.16% | −50−2.2% | Reduced |
| Grandfield & Dodd, LLC | 2,232 | $493.5K | 0.03% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,235 | $494.1K | 0.15% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,236 | $494.4K | 0.08% | +2+0.1% | Added |
| L.M. Kohn & Company | 2,238 | $494.8K | 0.13% | +255+12.9% | Added |
| Yeomans Consulting Group, Inc. | 2,241 | $495.4K | 0.19% | +639+39.9% | Added |
| Wealth Alliance Advisory Group, LLC | 2,242 | $495.7K | 0.10% | −3,301−59.6% | Reduced |
| Fruth Investment Management | 2,247 | $496.0K | 0.13% | −500−18.2% | Reduced |
| Waterfront Wealth Inc. | 2,347 | $497.6K | 0.12% | +41+1.8% | Added |
| Evanson Asset Management, LLC | 2,252 | $497.9K | 0.04% | +155+7.4% | Added |
| Wescott Financial Advisory Group, LLC | 2,262 | $500.2K | 0.05% | +17+0.8% | Added |
| Regent Peak Wealth Advisors LLC | 2,263 | $500.3K | 0.11% | +37+1.7% | Added |
| Smith Chas P & Associates Pa Cpas | 2,263 | $500.3K | 0.03% | +137+6.4% | Added |
| Eagle Strategies LLC | 2,266 | $501.0K | 0.09% | −132−5.5% | Reduced |
| Fiduciary Financial Group, LLC | 2,193 | $501.4K | 0.12% | +217+11.0% | Added |
| Rench Wealth Management, Inc. | 2,269 | $501.7K | 0.17% | −1,784−44.0% | Reduced |
| Kowal Investment Group, LLC | 2,273 | $502.5K | 0.09% | +134+6.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,277 | $503.4K | 0.12% | −265−10.4% | Reduced |