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 | 3,496 | $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 |
|---|---|---|---|---|---|
| Gifford Fong Associates | 11,900 | $2.63M | 0.66% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 11,889 | $2.63M | 0.67% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 11,298 | $2.63M | 1.94% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 11,827 | $2.61M | 0.29% | +384+3.4% | Added |
| Zuckerman Investment Group, LLC | 11,772 | $2.60M | 0.27% | +12+0.1% | Added |
| NBC Securities, Inc. | 11,700 | $2.59M | 0.22% | −404−3.3% | Reduced |
| Aries Wealth Management | 11,637 | $2.57M | 0.71% | 00.0% | Unchanged |
| Private Trust Co NA | 11,633 | $2.57M | 0.26% | −169−1.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,572 | $2.56M | 0.11% | −16−0.1% | Reduced |
| Allianz SE | 11,517 | $2.55M | 0.07% | +8,070+234.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,414 | $2.52M | 0.38% | −156−1.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,400 | $2.52M | 0.87% | +11,400 | New |
| Focused Wealth Management, Inc | 11,327 | $2.50M | 0.35% | −113−1.0% | Reduced |
| Linscomb & Williams, Inc. | 11,306 | $2.50M | 0.12% | −8,290−42.3% | Reduced |
| Abn Amro Investment Solutions | 11,306 | $2.50M | 0.04% | −656−5.5% | Reduced |
| Deseret Mutual Benefit Administrators | 11,306 | $2.50M | 1.27% | −297−2.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,271 | $2.49M | 0.87% | −16−0.1% | Reduced |
| Bahl & Gaynor Inc | 11,243 | $2.49M | 0.01% | +2,345+26.4% | Added |
| Ceera Investments, LLC | 11,240 | $2.48M | 0.94% | 00.0% | Unchanged |
| Chicago Trust Co NA | 11,201 | $2.48M | 0.43% | +576+5.4% | Added |
| Aull & Monroe Investment Management Corp | 11,169 | $2.47M | 1.15% | −11−0.1% | Reduced |
| Trust Point Inc. | 11,135 | $2.46M | 0.18% | +36+0.3% | Added |
| Sierra Summit Advisors LLC | 11,130 | $2.46M | 0.57% | +2,058+22.7% | Added |
| Zurich Insurance Group Ltd | 11,100 | $2.45M | 0.02% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 11,049 | $2.44M | 2.22% | −305−2.7% | Reduced |
| Sunbelt Securities, Inc. | 11,048 | $2.44M | 0.24% | −278−2.5% | Reduced |
| Signet Financial Management, LLC | 11,045 | $2.44M | 0.31% | −176−1.6% | Reduced |
| Great Lakes Retirement, Inc. | 11,034 | $2.44M | 0.31% | +10,803+4,676.6% | Added |
| Cary Street Partners Asset Management LLC | 11,032 | $2.44M | 0.32% | −656−5.6% | Reduced |
| Sandy Spring Bank | 10,981 | $2.43M | 0.10% | +1,045+10.5% | Added |
| Eqis Capital Management, Inc. | 10,978 | $2.43M | 0.19% | +6,029+121.8% | Added |
| Founders Financial Securities LLC | 10,977 | $2.43M | 0.22% | −774−6.6% | Reduced |
| Vista Investment Partners LLC | 10,944 | $2.42M | 0.77% | −233−2.1% | Reduced |
| Marco Investment Management LLC | 10,886 | $2.41M | 0.21% | −145−1.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 11,668 | $2.39M | 1.15% | −37−0.3% | Reduced |
| Cito Capital Group, LLC | 10,813 | $2.39M | 0.89% | +8+0.1% | Added |
| SlateStone Wealth, LLC | 10,799 | $2.39M | 0.22% | +40+0.4% | Added |
| Wagner Wealth Management, LLC | 10,801 | $2.39M | 0.64% | −2,161−16.7% | Reduced |
| TFG Advisers LLC | 10,794 | $2.39M | 0.86% | +751+7.5% | Added |
| Fred Alger Management, LLC | 10,784 | $2.38M | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 10,704 | $2.37M | 0.74% | +341+3.3% | Added |
| Bowen Hanes & Co Inc | 10,695 | $2.36M | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,690 | $2.36M | 0.25% | +44+0.4% | Added |
| Boothe Investment Group, Inc. | 10,688 | $2.36M | 1.08% | +687+6.9% | Added |
| Quest Investment Management LLC | 10,684 | $2.36M | 0.28% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 10,660 | $2.36M | 1.24% | +314+3.0% | Added |
| Groupama Asset Managment | 13,277 | $2.36M | 0.06% | −5,392−28.9% | Reduced |
| St Germain D J Co Inc | 10,654 | $2.36M | 0.11% | −20−0.2% | Reduced |
| Schulhoff & Co Inc | 10,649 | $2.35M | 0.98% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 10,638 | $2.35M | 0.92% | −263−2.4% | Reduced |
| Wedmont Private Capital | 10,354 | $2.35M | 0.13% | +647+6.7% | Added |
| Terra Nova Asset Management LLC | 10,632 | $2.35M | 1.74% | +2,144+25.3% | Added |
| ORG Partners LLC | 10,613 | $2.35M | 0.38% | −3,702−25.9% | Reduced |
| Ritholtz Wealth Management | 10,596 | $2.34M | 0.07% | +862+8.9% | Added |
| Ironwood Financial, llc | 10,582 | $2.34M | 0.49% | +425+4.2% | Added |
| Hilltop Wealth Advisors, LLC | 10,539 | $2.33M | 1.09% | −83−0.8% | Reduced |
| Altman Advisors, Inc. | 10,513 | $2.32M | 1.03% | −20−0.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,501 | $2.32M | 0.88% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 10,493 | $2.32M | 0.15% | +323+3.2% | Added |
| Harbor Capital Advisors, Inc. | 10,451 | $2.31M | 0.10% | +54+0.5% | Added |
| Trust Asset Management LLC | 10,452 | $2.31M | 0.18% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10,403 | $2.30M | 0.29% | +171+1.7% | Added |
| Marks Group Wealth Management, Inc | 10,380 | $2.29M | 0.22% | −177−1.7% | Reduced |
| Physicians Financial Services, Inc. | 10,358 | $2.29M | 0.71% | −75−0.7% | Reduced |
| Smith Anglin Financial, LLC | 10,353 | $2.29M | 0.22% | −42−0.4% | Reduced |
| Hamel Associates, Inc. | 10,340 | $2.29M | 0.70% | −10−0.1% | Reduced |
| Del-Sette Capital Management, LLC | 10,338 | $2.29M | 1.79% | +240+2.4% | Added |
| OV Management LLC | 10,332 | $2.28M | 1.52% | +224+2.2% | Added |
| G&S Capital LLC | 10,306 | $2.28M | 0.96% | −28−0.3% | Reduced |
| Choate Investment Advisors | 10,299 | $2.28M | 0.06% | −3,535−25.6% | Reduced |
| Compass Ion Advisors, LLC | 10,273 | $2.27M | 0.28% | −353−3.3% | Reduced |
| Westhampton Capital, LLC | 10,246 | $2.27M | 1.15% | −100−1.0% | Reduced |
| Peddock Capital Advisors, LLC | 10,240 | $2.26M | 0.54% | +200+2.0% | Added |
| Main Street Financial Solutions, LLC | 10,237 | $2.26M | 0.21% | +202+2.0% | Added |
| Newman Dignan & Sheerar, Inc. | 10,575 | $2.25M | 0.54% | +421+4.1% | Added |
| Beese Fulmer Investment Management, Inc. | 10,172 | $2.25M | 0.19% | −226−2.2% | Reduced |
| RKL Wealth Management LLC | 10,135 | $2.24M | 0.20% | +255+2.6% | Added |
| Marcum Wealth, LLC | 10,075 | $2.23M | 0.21% | +1,062+11.8% | Added |
| Chicago Capital, LLC | 10,048 | $2.22M | 0.06% | +1,098+12.3% | Added |
| Insigneo Advisory Services, LLC | 10,033 | $2.22M | 0.22% | +640+6.8% | Added |
| Pensionfund Sabic | 10,000 | $2.21M | 0.69% | −2,000−16.7% | Reduced |
| Hedges Asset Management LLC | 10,000 | $2.21M | 1.46% | −1,000−9.1% | Reduced |
| Westport Asset Management Inc | 10,000 | $2.21M | 1.04% | 00.0% | Unchanged |
| Trust Investment Advisors | 9,989 | $2.21M | 1.41% | −1,158−10.4% | Reduced |
| Naviter Wealth, LLC | 9,977 | $2.21M | 0.31% | −149−1.5% | Reduced |
| First City Capital Management, Inc. | 9,973 | $2.20M | 1.14% | −114−1.1% | Reduced |
| Keystone Financial Planning, Inc. | 9,941 | $2.20M | 0.67% | −1,309−11.6% | Reduced |
| Roble, Belko & Company, Inc | 9,934 | $2.20M | 0.35% | −1,025−9.4% | Reduced |
| Centennial Wealth Advisory LLC | 9,932 | $2.20M | 0.86% | +120+1.2% | Added |
| Oarsman Capital, Inc. | 9,899 | $2.19M | 0.40% | +2,936+42.2% | Added |
| Flagship Harbor Advisors, LLC | 9,876 | $2.18M | 0.12% | −274−2.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,858 | $2.18M | 0.99% | +122+1.3% | Added |
| Parthenon LLC | 9,842 | $2.18M | 0.26% | −5−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 9,842 | $2.18M | 0.15% | −977−9.0% | Reduced |
| Patten Group, Inc. | 9,833 | $2.17M | 0.48% | +392+4.2% | Added |
| Dudley Capital Management, LLC | 9,821 | $2.17M | 1.14% | +30.0% | Added |
| Green Square Capital Advisors LLC | 9,822 | $2.17M | 0.30% | −404−4.0% | Reduced |
| Graypoint LLC | 9,794 | $2.17M | 0.14% | −1,685−14.7% | Reduced |
| MidWestOne Financial Group, Inc. | 9,790 | $2.16M | 0.30% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9,775 | $2.16M | 0.52% | −201−2.0% | Reduced |