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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 8,207 | $1.81M | 1.01% | −109−1.3% | Reduced |
| AlphaMark Advisors, LLC | 8,191 | $1.81M | 0.63% | −517−5.9% | Reduced |
| Pingora Partners LLC | 8,190 | $1.81M | 1.28% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8,197 | $1.81M | 0.22% | +3,526+75.5% | Added |
| Nichols & Pratt Advisers LLP | 8,158 | $1.80M | 0.12% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 8,153 | $1.80M | 0.07% | +402+5.2% | Added |
| Penobscot Investment Management Company, Inc. | 8,113 | $1.79M | 0.16% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 8,112 | $1.79M | 0.28% | −3,110−27.7% | Reduced |
| Advisory Alpha, LLC | 8,037 | $1.78M | 0.06% | +289+3.7% | Added |
| Essex Savings Bank | 8,031 | $1.78M | 0.44% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,008 | $1.77M | 0.14% | −33−0.4% | Reduced |
| Means Investment Co., Inc. | 8,008 | $1.77M | 0.20% | +125+1.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.77M | 0.52% | 00.0% | Unchanged |
| Cooper Financial Group | 7,995 | $1.77M | 0.23% | −2,854−26.3% | Reduced |
| Access Financial Services, Inc. | 7,970 | $1.76M | 0.81% | −23−0.3% | Reduced |
| Centaurus Financial, Inc. | 7,927 | $1.75M | 0.11% | −631−7.4% | Reduced |
| Founders Financial Alliance, LLC | 7,916 | $1.75M | 0.49% | +68+0.9% | Added |
| Capital City Trust Co | 7,902 | $1.75M | 0.43% | +104+1.3% | Added |
| TCM Advisors, LLC | – | $1.75M | 1.44% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,062 | $1.74M | 0.07% | −9−0.1% | Reduced |
| PFG Advisors | 7,860 | $1.74M | 0.11% | +1,642+26.4% | Added |
| Home Federal Bank of Tennessee | 7,856 | $1.74M | 0.50% | +200+2.6% | Added |
| Gitterman Wealth Management, LLC | 7,854 | $1.74M | 0.72% | −114−1.4% | Reduced |
| Red Spruce Capital, LLC | 7,835 | $1.73M | 0.79% | −451−5.4% | Reduced |
| Core Wealth Partners LLC | 7,821 | $1.73M | 1.05% | +365+4.9% | Added |
| Aaron Wealth Advisors | 7,820 | $1.73M | 0.21% | +222+2.9% | Added |
| Northern Financial Advisors Inc | 7,815 | $1.73M | 1.31% | +50+0.6% | Added |
| Cascade Financial Partners, LLC | 7,434 | $1.73M | 0.22% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 8,180 | $1.73M | 0.24% | −3,076−27.3% | Reduced |
| Anchor Investment Management, LLC | 7,799 | $1.72M | 0.16% | +149+1.9% | Added |
| Moody National Bank Trust Division | 7,785 | $1.72M | 0.18% | −130−1.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,778 | $1.72M | 0.40% | +117+1.5% | Added |
| Lake Street Financial LLC | 7,757 | $1.71M | 0.27% | −356−4.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,742 | $1.71M | 0.04% | −717−8.5% | Reduced |
| Journey Advisory Group, LLC | 9,879 | $1.71M | 0.20% | 00.0% | Unchanged |
| Exchange Bank | 7,727 | $1.71M | 1.40% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 7,724 | $1.71M | 0.60% | −588−7.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,707 | $1.70M | 0.14% | −10.0% | Reduced |
| Venturi Wealth Management, LLC | 7,701 | $1.70M | 0.09% | −2,547−24.9% | Reduced |
| Arjuna Capital | 7,635 | $1.69M | 0.44% | −15−0.2% | Reduced |
| Weik Capital Management | 7,635 | $1.69M | 0.68% | −15−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 7,626 | $1.69M | 0.08% | +620+8.8% | Added |
| Howland Capital Management LLC | 7,617 | $1.68M | 0.07% | −707−8.5% | Reduced |
| Roffman Miller Associates Inc | 7,614 | $1.68M | 0.10% | +1,222+19.1% | Added |
| Roanoke Asset Management Corp | 7,605 | $1.68M | 0.53% | −140−1.8% | Reduced |
| Empower Advisory Group, LLC | 7,561 | $1.67M | 0.01% | −1,275−14.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,554 | $1.67M | 0.34% | +72+1.0% | Added |
| Walleye Capital LLC | 7,539 | $1.67M | 0.02% | −3,014−28.6% | Reduced |
| PBMares Wealth Management LLC | 7,497 | $1.66M | 0.35% | −10.0% | Reduced |
| Brave Asset Management Inc | 7,479 | $1.65M | 0.41% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 7,473 | $1.65M | 0.00% | +1,831+32.5% | Added |
| Meridian Management Co | 7,471 | $1.65M | 0.42% | +4+0.1% | Added |
| Whitener Capital Management, Inc. | 7,468 | $1.65M | 0.47% | −50−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 7,453 | $1.65M | 0.10% | −805−9.7% | Reduced |
| Texas Yale Capital Corp. | 7,446 | $1.65M | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,441 | $1.65M | 0.05% | +164+2.3% | Added |
| Cumberland Partners Ltd | 7,430 | $1.64M | 0.11% | +1,030+16.1% | Added |
| Woodward Diversified Capital, LLC | 7,428 | $1.64M | 1.04% | −3,429−31.6% | Reduced |
| Grove Bank & Trust | 7,415 | $1.64M | 0.24% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,350 | $1.63M | 0.61% | −150−2.0% | Reduced |
| K.J. Harrison & Partners Inc | 7,000 | $1.62M | 0.24% | +7,000 | New |
| Main Street Group, LTD | 7,320 | $1.62M | 0.64% | +6,583+893.2% | Added |
| Formidable Asset Management, LLC | 7,295 | $1.61M | 0.26% | −592−7.5% | Reduced |
| Cookson Peirce & Co Inc | 7,291 | $1.61M | 0.08% | +4,729+184.6% | Added |
| Moss Adams Wealth Advisors LLC | 7,240 | $1.60M | 0.18% | +445+6.5% | Added |
| Warner Financial, Inc | 7,206 | $1.59M | 0.71% | +4+0.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,189 | $1.59M | 0.68% | −11−0.2% | Reduced |
| Simon Quick Advisors, LLC | 7,182 | $1.59M | 0.10% | +803+12.6% | Added |
| Plancorp, LLC | 7,178 | $1.59M | 0.06% | −369−4.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,153 | $1.58M | 0.08% | +5,581+355.0% | Added |
| Ascent Wealth Partners, LLC | 7,144 | $1.58M | 0.22% | +49+0.7% | Added |
| CMT Capital Markets Trading GmbH | 7,110 | $1.57M | 0.72% | −28,811−80.2% | Reduced |
| Jeppson Wealth Management, LLC | 7,102 | $1.57M | 0.56% | −90−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,094 | $1.57M | 0.14% | −520−6.8% | Reduced |
| First National Bank & Trust Co of Newtown | 7,086 | $1.57M | 0.30% | −31−0.4% | Reduced |
| Northeast Investment Management | 7,082 | $1.57M | 0.07% | +460+6.9% | Added |
| Nilsine Partners, LLC | 7,052 | $1.56M | 0.20% | +178+2.6% | Added |
| Howard Capital Management Inc. | 7,036 | $1.56M | 0.03% | +7,036 | New |
| Belpointe Asset Management LLC | 7,025 | $1.55M | 0.09% | −2,563−26.7% | Reduced |
| Rossmore Private Capital | 7,015 | $1.55M | 0.19% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7,006 | $1.55M | 0.13% | +544+8.4% | Added |
| IVC Wealth Advisors LLC | 7,005 | $1.55M | 0.85% | −186−2.6% | Reduced |
| Twin Focus Capital Partners, LLC | 7,000 | $1.55M | 0.24% | 00.0% | Unchanged |
| Capital Management Associates | 7,000 | $1.55M | 1.72% | +2,000+40.0% | Added |
| Stansberry Asset Management, LLC | 6,999 | $1.55M | 0.19% | −1,300−15.7% | Reduced |
| Harvest Fund Management Co., Ltd | 6,994 | $1.55M | 0.09% | +3,951+129.8% | Added |
| Procyon Private Wealth Partners, LLC | 6,993 | $1.55M | 0.11% | +3,151+82.0% | Added |
| Tradition Wealth Management, LLC | 6,987 | $1.54M | 0.14% | +395+6.0% | Added |
| CX Institutional | 6,982 | $1.54M | 0.07% | +393+6.0% | Added |
| North Star Asset Management Inc | 6,974 | $1.54M | 0.07% | +21+0.3% | Added |
| River & Mercantile Asset Management LLP | 6,975 | $1.54M | 0.33% | +322+4.8% | Added |
| Athena Investment Management | 6,971 | $1.54M | 0.88% | −690−9.0% | Reduced |
| MJP Associates Inc | 6,966 | $1.54M | 0.29% | +147+2.2% | Added |
| Legacy Financial Advisors, Inc. | 6,939 | $1.53M | 0.26% | +588+9.3% | Added |
| Transatlantique Private Wealth LLC | 6,934 | $1.53M | 0.59% | −1,518−18.0% | Reduced |
| Journey Strategic Wealth LLC | 6,922 | $1.53M | 0.06% | +1,513+28.0% | Added |
| Connective Capital Management, LLC | 7,400 | $1.53M | 1.42% | +7,400 | New |
| Laurel Wealth Advisors LLC | 6,898 | $1.52M | 0.24% | +206+3.1% | Added |
| Strait & Sound Wealth Management LLC | 6,897 | $1.52M | 0.74% | +12+0.2% | Added |
| Thrive Wealth Management, LLC | 6,876 | $1.52M | 0.28% | −73−1.1% | Reduced |