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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 10,541 | $2.16M | 0.94% | −187−1.7% | Reduced |
| Meridian Investment Counsel Inc. | 9,758 | $2.16M | 0.65% | −600−5.8% | Reduced |
| New England Research & Management, Inc. | 9,740 | $2.15M | 1.01% | −1,625−14.3% | Reduced |
| Nwam LLC | 9,676 | $2.14M | 0.13% | +9,676 | New |
| Zullo Investment Group, Inc. | 9,676 | $2.14M | 0.89% | −204−2.1% | Reduced |
| Raleigh Capital Management Inc. | 9,670 | $2.14M | 0.82% | −1,242−11.4% | Reduced |
| Inscription Capital, LLC | 9,668 | $2.14M | 0.32% | +478+5.2% | Added |
| Norden Group LLC | 9,604 | $2.12M | 0.25% | +3,607+60.1% | Added |
| Mendel Capital Management LLC | 9,601 | $2.12M | 1.30% | −174−1.8% | Reduced |
| Mainstay Capital Management LLC | 9,602 | $2.12M | 0.36% | +139+1.5% | Added |
| Bayesian Capital Management, LP | 9,570 | $2.12M | 0.25% | +9,570 | New |
| Independent Solutions Wealth Management, LLC | 9,563 | $2.11M | 0.48% | −30.0% | Reduced |
| Donaldson Capital Management, LLC | 9,561 | $2.11M | 0.08% | −363−3.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,545 | $2.11M | 1.10% | +119+1.3% | Added |
| Modern Wealth Management, LLC | 9,540 | $2.11M | 0.13% | +757+8.6% | Added |
| Hartford Financial Management Inc. | 9,529 | $2.11M | 0.43% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 9,508 | $2.10M | 0.19% | −30,736−76.4% | Reduced |
| Perfromance Wealth Partners, LLC | 9,501 | $2.10M | 0.07% | +1,520+19.0% | Added |
| Cigna Investments Inc | 9,453 | $2.09M | 0.37% | −102−1.1% | Reduced |
| Uncommon Cents Investing LLC | 9,408 | $2.08M | 0.58% | +365+4.0% | Added |
| Paradigm Asset Management Co LLC | 9,400 | $2.08M | 0.54% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 9,326 | $2.06M | 0.82% | +199+2.2% | Added |
| Cozad Asset Management Inc | 9,319 | $2.06M | 0.20% | −100−1.1% | Reduced |
| Inlet Private Wealth, LLC | 9,317 | $2.06M | 0.52% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 9,290 | $2.05M | 0.31% | +82+0.9% | Added |
| Archford Capital Strategies, LLC | 8,715 | $2.05M | 0.31% | −641−6.9% | Reduced |
| Cidel Asset Management Inc | 9,218 | $2.04M | 0.14% | −438−4.5% | Reduced |
| DT Investment Partners, LLC | 9,212 | $2.04M | 0.17% | +221+2.5% | Added |
| Longfellow Investment Management Co LLC | 9,208 | $2.04M | 0.51% | +55+0.6% | Added |
| Summit Trail Advisors, LLC | 9,181 | $2.03M | 0.05% | +1,257+15.9% | Added |
| Checchi Capital Advisers, LLC | 9,179 | $2.03M | 0.15% | +134+1.5% | Added |
| Smith, Salley & Associates | 9,173 | $2.03M | 0.13% | +191+2.1% | Added |
| CFS Investment Advisory Services, LLC | 9,154 | $2.02M | 0.17% | −8,722−48.8% | Reduced |
| FineMark National Bank & Trust | 9,126 | $2.02M | 0.07% | −801−8.1% | Reduced |
| Chesapeake Asset Management LLC | 9,095 | $2.01M | 1.75% | +8+0.1% | Added |
| Kessler Investment Group, LLC | 9,087 | $2.01M | 1.03% | −120−1.3% | Reduced |
| Palumbo Wealth Management LLC | 9,063 | $2.00M | 0.78% | +82+0.9% | Added |
| Osterweis Capital Management Inc | 9,062 | $2.00M | 0.10% | −263−2.8% | Reduced |
| Seven Eight Capital, LP | 9,051 | $2.00M | 0.18% | +1,503+19.9% | Added |
| Pavion Blue Capital, LLC | 9,011 | $1.99M | 0.93% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 9,000 | $1.99M | 0.61% | +402+4.7% | Added |
| Slocum, Gordon & Co LLP | 8,985 | $1.99M | 0.80% | −45−0.5% | Reduced |
| Diligent Investors, LLC | 8,963 | $1.98M | 0.46% | −91−1.0% | Reduced |
| Beaumont Financial Advisors, LLC | 8,950 | $1.98M | 0.15% | +8+0.1% | Added |
| Worth Asset Management, LLC | 8,946 | $1.98M | 1.08% | +7,494+516.1% | Added |
| Core Wealth Advisors, Inc. | 8,931 | $1.97M | 0.63% | −247−2.7% | Reduced |
| Strategic Blueprint, LLC | 8,931 | $1.97M | 0.12% | −182−2.0% | Reduced |
| Thoroughbred Financial Services, LLC | 8,917 | $1.97M | 0.13% | +37+0.4% | Added |
| Tompkins Financial Corp | 8,906 | $1.97M | 0.19% | −7,452−45.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,888 | $1.96M | 0.10% | −328−3.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,883 | $1.96M | 0.41% | −19−0.2% | Reduced |
| Investment Partners Asset Management, Inc. | 8,871 | $1.96M | 1.61% | +207+2.4% | Added |
| Dumont & Blake Investment Advisors LLC | 8,871 | $1.96M | 0.52% | −9,098−50.6% | Reduced |
| Sandbox Financial Partners, LLC | 8,869 | $1.96M | 0.69% | +10.0% | Added |
| LVM Capital Management Ltd | 11,304 | $1.96M | 0.22% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 8,835 | $1.95M | 0.22% | −2,133−19.4% | Reduced |
| WBI Investments | 8,830 | $1.95M | 0.47% | +8,830 | New |
| Montecito Bank & Trust | 8,814 | $1.95M | 0.33% | +227+2.6% | Added |
| Caldwell Sutter Capital, Inc. | 8,806 | $1.95M | 0.91% | −848−8.8% | Reduced |
| Bailard, Inc. | 8,778 | $1.94M | 0.05% | −1,061−10.8% | Reduced |
| Duncker Streett & Co Inc | 8,775 | $1.94M | 0.35% | +83+1.0% | Added |
| Fortis Group Advisors, LLC | 8,765 | $1.94M | 0.36% | +16+0.2% | Added |
| Nicolet Bankshares Inc | 8,736 | $1.93M | 0.47% | −806−8.4% | Reduced |
| KCM Investment Advisors LLC | 8,727 | $1.93M | 0.07% | +132+1.5% | Added |
| BKM Wealth Management, LLC | 8,683 | $1.92M | 0.78% | +1,623+23.0% | Added |
| Exencial Wealth Advisors, LLC | 8,641 | $1.91M | 0.07% | −1,438−14.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,611 | $1.90M | 0.47% | +5+0.1% | Added |
| Carl P. Sherr & Co., LLC | 8,610 | $1.90M | 1.00% | +40.0% | Added |
| Midland Wealth Advisors LLC | 8,606 | $1.90M | 0.11% | −1,343−13.5% | Reduced |
| Becker Capital Management Inc | 8,588 | $1.90M | 0.06% | +429+5.3% | Added |
| Bank of New Hampshire | 8,585 | $1.90M | 0.48% | +4,267+98.8% | Added |
| Milestone Asset Management, LLC | 8,571 | $1.89M | 0.43% | −6,222−42.1% | Reduced |
| South Dakota Investment Council | 8,568 | $1.89M | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,549 | $1.89M | 0.24% | 00.0% | Unchanged |
| Perpetual Ltd | 8,546 | $1.89M | 0.02% | −16,536−65.9% | Reduced |
| Parisi Gray Wealth Management | 8,545 | $1.89M | 0.62% | −99−1.1% | Reduced |
| Forte Capital LLC | 8,544 | $1.89M | 0.21% | +397+4.9% | Added |
| Global Financial Private Client, LLC | 8,530 | $1.89M | 0.74% | +1,651+24.0% | Added |
| Onyx Bridge Wealth Group LLC | 8,504 | $1.88M | 0.28% | −106−1.2% | Reduced |
| Arvest Investments, Inc. | 8,500 | $1.88M | 0.28% | −1,144−11.9% | Reduced |
| Adirondack Trust Co | 8,490 | $1.88M | 0.72% | −35−0.4% | Reduced |
| Massmutual Trust Co FSB | 8,470 | $1.87M | 0.05% | +377+4.7% | Added |
| Byrne Asset Management LLC | 8,462 | $1.87M | 1.28% | −166−1.9% | Reduced |
| Parcion Private Wealth LLC | 8,458 | $1.87M | 0.16% | +1,141+15.6% | Added |
| Steinberg Asset Management LLC | 8,444 | $1.87M | 1.43% | 00.0% | Unchanged |
| Colonial Trust Co | 8,424 | $1.86M | 0.29% | +4,305+104.5% | Added |
| Wendell David Associates Inc | 8,407 | $1.86M | 0.18% | −130−1.5% | Reduced |
| Caldwell Trust Co | 8,383 | $1.85M | 0.19% | +856+11.4% | Added |
| First National Bank of Omaha | 8,371 | $1.85M | 0.12% | −110−1.3% | Reduced |
| ROI Financial Advisors, LLC | 8,362 | $1.85M | 1.28% | +1,553+22.8% | Added |
| StoneX Group Inc. | 8,359 | $1.85M | 0.13% | −250−2.9% | Reduced |
| Investors Asset Management of Georgia Inc | 8,354 | $1.85M | 0.87% | −128−1.5% | Reduced |
| Davis R M Inc | 8,351 | $1.85M | 0.04% | +186+2.3% | Added |
| Altfest L J & Co Inc | 8,339 | $1.84M | 0.25% | +553+7.1% | Added |
| Advisor OS, LLC | 8,315 | $1.84M | 0.18% | +1,507+22.1% | Added |
| Heritage Wealth Management, Inc. | 8,311 | $1.84M | 0.60% | −28−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 8,033 | $1.84M | 0.09% | +1,984+32.8% | Added |
| David Loasby | 8,188 | $1.82M | 0.17% | −1,563−16.0% | Reduced |
| Fiduciary Group LLC | 8,230 | $1.82M | 0.18% | −93−1.1% | Reduced |
| Wynn Capital, LLC | 8,212 | $1.82M | 1.19% | −10.0% | Reduced |