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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 14,666 | $3.25M | 0.51% | +2,937+25.0% | Added |
| Arvest Bank Trust Division | 14,719 | $3.25M | 0.19% | +14,719 | New |
| Wealth Effects LLC | 14,711 | $3.25M | 1.14% | +700+5.0% | Added |
| Twinbeech Capital LP | 14,706 | $3.25M | 0.06% | +14,706 | New |
| Investment House LLC | 14,675 | $3.24M | 0.18% | +75+0.5% | Added |
| Great Valley Advisor Group, Inc. | 14,649 | $3.24M | 0.08% | +180+1.2% | Added |
| White Pine Capital LLC | 14,630 | $3.23M | 1.11% | −123−0.8% | Reduced |
| Sentry LLC | 14,546 | $3.22M | 0.62% | −494−3.3% | Reduced |
| Vise Technologies, Inc. | 14,518 | $3.21M | 0.41% | +1,696+13.2% | Added |
| Carson Advisory Inc. | 14,515 | $3.21M | 2.01% | −365−2.5% | Reduced |
| Lockheed Martin Investment Management Co | 14,500 | $3.21M | 0.15% | +12,700+705.6% | Added |
| Capital Analysts, LLC | 14,466 | $3.20M | 0.13% | +179+1.3% | Added |
| Park National Corp | 14,415 | $3.19M | 0.11% | −18−0.1% | Reduced |
| Madden Securities Corp | 14,375 | $3.18M | 1.37% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 14,369 | $3.18M | 0.19% | +2,915+25.4% | Added |
| Webster Bank, N. A. | 14,351 | $3.17M | 0.34% | −60−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,341 | $3.17M | 0.20% | +1,278+9.8% | Added |
| Ledyard National Bank | 14,308 | $3.16M | 0.29% | +1,405+10.9% | Added |
| Ronald Blue Trust, Inc. | 18,289 | $3.16M | 0.04% | +2,508+15.9% | Added |
| Cornerstone Advisors, LLC | 14,300 | $3.16M | 0.12% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 14,280 | $3.16M | 1.58% | −30−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,231 | $3.15M | 0.12% | +1,113+8.5% | Added |
| Hudson Valley Investment Advisors Inc | 14,214 | $3.14M | 0.35% | −880−5.8% | Reduced |
| Park Circle Co | 14,200 | $3.14M | 2.80% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 14,148 | $3.13M | 1.72% | −329−2.3% | Reduced |
| Insight Inv LLC | 14,104 | $3.12M | 2.62% | −575−3.9% | Reduced |
| Simmons Bank | 14,078 | $3.11M | 0.23% | −389−2.7% | Reduced |
| Lynch Asset Management, Inc. | 14,050 | $3.11M | 1.31% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 14,043 | $3.10M | 0.79% | +847+6.4% | Added |
| Savvy Advisors, Inc. | 14,036 | $3.10M | 0.63% | +10,152+261.4% | Added |
| Excalibur Management Corp | 14,011 | $3.10M | 1.18% | +49+0.4% | Added |
| Summit Financial, LLC | 14,001 | $3.10M | 0.12% | +4,944+54.6% | Added |
| Valeo Financial Advisors, LLC | 14,000 | $3.10M | 0.09% | +552+4.1% | Added |
| KKM Financial LLC | 13,973 | $3.09M | 1.53% | +863+6.6% | Added |
| CIC Wealth, LLC | 13,961 | $3.09M | 0.80% | +778+5.9% | Added |
| Proquility Private Wealth Partners, LLC | 13,951 | $3.08M | 0.99% | −545−3.8% | Reduced |
| Silvant Capital Management LLC | 13,905 | $3.07M | 0.13% | −1,458−9.5% | Reduced |
| Sterneck Capital Management, LLC | 13,905 | $3.07M | 1.66% | −1,186−7.9% | Reduced |
| Plato Investment Management Ltd | 13,918 | $3.07M | 0.25% | +288+2.1% | Added |
| Valley National Advisers Inc | 13,851 | $3.06M | 0.55% | −543−3.8% | Reduced |
| Qtron Investments LLC | 13,821 | $3.06M | 0.42% | +3,103+29.0% | Added |
| Moody Lynn & Lieberson, LLC | 13,743 | $3.04M | 0.19% | +11,407+488.3% | Added |
| SkyOak Wealth, LLC | 13,737 | $3.04M | 0.67% | −742−5.1% | Reduced |
| Keel Point, LLC | 13,638 | $3.01M | 0.25% | +620+4.8% | Added |
| Round Rock Advisors, LLC | 13,622 | $3.01M | 0.70% | +678+5.2% | Added |
| GAMMA Investing LLC | 13,551 | $3.00M | 0.30% | +4,181+44.6% | Added |
| Tower Bridge Advisors | 13,484 | $2.98M | 0.31% | +2,475+22.5% | Added |
| Chilton Capital Management LLC | 13,462 | $2.98M | 0.12% | −447−3.2% | Reduced |
| Washington Trust Co | 13,360 | $2.95M | 0.10% | +266+2.0% | Added |
| Jupiter Asset Management Ltd | 13,359 | $2.95M | 0.03% | −273−2.0% | Reduced |
| Slagle Financial, LLC | 13,355 | $2.95M | 1.31% | +600+4.7% | Added |
| Stonegate Investment Group, LLC | 13,328 | $2.95M | 0.08% | −18,712−58.4% | Reduced |
| Spire Wealth Management | 13,269 | $2.93M | 0.10% | −536−3.9% | Reduced |
| Castle Rock Wealth Management, LLC | 12,934 | $2.93M | 0.70% | +7,421+134.6% | Added |
| Brooks, Moore & Associates, Inc. | 13,200 | $2.92M | 1.72% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 13,198 | $2.92M | 0.21% | +10.0% | Added |
| Csenge Advisory Group | 12,492 | $2.91M | 0.15% | +464+3.9% | Added |
| Hunter Associates Investment Management LLC | 13,125 | $2.90M | 0.45% | +2,230+20.5% | Added |
| Forza Wealth Management, LLC | 13,106 | $2.90M | 1.33% | +441+3.5% | Added |
| Arete Wealth Advisors, LLC | 13,130 | $2.90M | 0.25% | −1,332−9.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,084 | $2.89M | 0.08% | +232+1.8% | Added |
| Sage Investment Advisers LLC | 13,084 | $2.89M | 3.03% | +1,762+15.6% | Added |
| Ascent Group, LLC | 13,079 | $2.89M | 0.22% | +771+6.3% | Added |
| RWWM, Inc. | 12,983 | $2.87M | 0.27% | −158−1.2% | Reduced |
| Vaughan David Investments LLC | 12,935 | $2.86M | 0.07% | −499−3.7% | Reduced |
| Ameritas Advisory Services, LLC | 12,912 | $2.85M | 0.12% | −2,447−15.9% | Reduced |
| Portside Wealth Group, LLC | 12,907 | $2.85M | 0.49% | +973+8.2% | Added |
| Cypress Capital, LLC | 12,897 | $2.85M | 0.74% | +383+3.1% | Added |
| Griffin Asset Management, Inc. | 12,887 | $2.85M | 0.32% | +9+0.1% | Added |
| Corrado Advisors, LLC | 12,854 | $2.84M | 1.78% | −619−4.6% | Reduced |
| Old National Bancorp | 12,852 | $2.84M | 0.07% | +380+3.0% | Added |
| Garner Asset Management Corp | 12,813 | $2.83M | 1.30% | −157−1.2% | Reduced |
| TFC Financial Management | 12,772 | $2.82M | 0.45% | −30.0% | Reduced |
| Bridges Investment Management Inc | 12,759 | $2.82M | 0.04% | +321+2.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,723 | $2.81M | 1.70% | +3,953+45.1% | Added |
| Silverberg Bernstein Capital Management LLC | 12,700 | $2.81M | 2.57% | +2,230+21.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,684 | $2.80M | 0.28% | −2,003−13.6% | Reduced |
| Little House Capital LLC | 12,627 | $2.79M | 0.80% | −405−3.1% | Reduced |
| Brown Miller Wealth Management, LLC | 12,615 | $2.79M | 1.08% | +15+0.1% | Added |
| Green Alpha Advisors, LLC | 12,600 | $2.79M | 2.19% | −498−3.8% | Reduced |
| Pensionmark Financial Group, LLC | 12,593 | $2.78M | 0.09% | +4,884+63.4% | Added |
| Private Capital Management, LLC | 12,577 | $2.78M | 0.30% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 12,560 | $2.78M | 1.92% | −1,250−9.1% | Reduced |
| Geneos Wealth Management Inc. | 12,488 | $2.76M | 0.11% | +1,966+18.7% | Added |
| Intrust Bank NA | 12,460 | $2.75M | 0.28% | −37−0.3% | Reduced |
| Bard Financial Services, Inc. | 12,390 | $2.74M | 0.32% | −18,470−59.9% | Reduced |
| Essex LLC | 12,340 | $2.73M | 0.56% | −345−2.7% | Reduced |
| Evergreen Capital Management LLC | 12,326 | $2.72M | 0.09% | −361−2.8% | Reduced |
| Twelve Points Wealth Management LLC | 12,279 | $2.71M | 0.85% | +1,076+9.6% | Added |
| Connecticut Wealth Management, LLC | 12,225 | $2.70M | 0.13% | +1,183+10.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,347 | $2.70M | 0.02% | −195−1.6% | Reduced |
| Impax Asset Management Group plc | 12,176 | $2.69M | 0.01% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 12,158 | $2.69M | 0.43% | +78+0.6% | Added |
| Citizens & Northern Corp | 12,128 | $2.68M | 0.80% | −1,133−8.5% | Reduced |
| Optimist Retirement Group LLC | 12,125 | $2.68M | 1.21% | +72+0.6% | Added |
| Lantz Financial LLC | 12,122 | $2.68M | 0.73% | +187+1.6% | Added |
| Rockland Trust Co | 12,098 | $2.67M | 0.13% | −3,460−22.2% | Reduced |
| Redwood Investment Management, LLC | 12,091 | $2.67M | 0.24% | −2,543−17.4% | Reduced |
| O'Rourke & Company, Inc | 12,074 | $2.67M | 1.34% | +45+0.4% | Added |
| MONECO Advisors, LLC | 11,977 | $2.65M | 0.33% | +291+2.5% | Added |