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 |
|---|---|---|---|---|---|
| Capstone Triton Financial Group, LLC | 6,859 | $1.52M | 0.97% | −137−2.0% | Reduced |
| SageView Advisory Group, LLC | 6,829 | $1.51M | 0.08% | −1,405−17.1% | Reduced |
| Teamwork Financial Advisors, LLC | 6,810 | $1.51M | 0.21% | −703−9.4% | Reduced |
| Westpac Banking Corp | 6,800 | $1.50M | 0.10% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,788 | $1.50M | 0.52% | −157−2.3% | Reduced |
| Stamos Capital Partners, L.P. | 6,780 | $1.50M | 0.35% | −1,840−21.3% | Reduced |
| Meridian Wealth Advisors, LLC | 6,771 | $1.50M | 0.25% | −89−1.3% | Reduced |
| Forum Financial Management, LP | 6,764 | $1.50M | 0.02% | −535−7.3% | Reduced |
| Genesee Capital Advisors, LLC | 6,732 | $1.49M | 0.72% | −321−4.6% | Reduced |
| Castlekeep Investment Advisors LLC | 6,715 | $1.48M | 1.01% | −198−2.9% | Reduced |
| Monetary Management Group Inc | 6,712 | $1.48M | 0.38% | +55+0.8% | Added |
| Quadrant Capital Group LLC | 6,708 | $1.48M | 0.10% | +46+0.7% | Added |
| Sunburst Financial Group, LLC | 6,702 | $1.48M | 0.38% | −11−0.2% | Reduced |
| Donald L. Hagan, LLC | 6,695 | $1.48M | 0.76% | −11−0.2% | Reduced |
| Claro Advisors LLC | 6,693 | $1.48M | 0.19% | +1,031+18.2% | Added |
| Certified Advisory Corp | 6,678 | $1.48M | 0.16% | +2,035+43.8% | Added |
| San Luis Wealth Advisors LLC | 6,647 | $1.47M | 0.30% | +696+11.7% | Added |
| Manchester Capital Management LLC | 6,647 | $1.47M | 0.17% | +115+1.8% | Added |
| Pettyjohn, Wood & White, Inc | 6,622 | $1.46M | 0.27% | −81−1.2% | Reduced |
| Citizens National Bank Trust Department | 6,615 | $1.46M | 0.31% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 6,602 | $1.46M | 0.23% | +333+5.3% | Added |
| Centiva Capital, LP | 6,586 | $1.46M | 0.07% | −4,151−38.7% | Reduced |
| Fidelis Capital Partners, LLC | 6,256 | $1.46M | 0.17% | +2,846+83.5% | Added |
| Fairfield, Bush & Co. | 6,583 | $1.46M | 0.87% | −389−5.6% | Reduced |
| Long Run Wealth Advisors, LLC | 6,575 | $1.45M | 0.34% | −1,200−15.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,573 | $1.45M | 0.66% | +9+0.1% | Added |
| Focus Financial Network, Inc. | 6,557 | $1.45M | 0.06% | +206+3.2% | Added |
| Salem Investment Counselors Inc | 6,554 | $1.45M | 0.04% | +55+0.8% | Added |
| Marietta Investment Partners LLC | 6,526 | $1.44M | 0.31% | −400−5.8% | Reduced |
| Ironwood Investment Management LLC | 6,525 | $1.44M | 0.70% | −35−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 6,505 | $1.44M | 0.21% | −80−1.2% | Reduced |
| Northwest Bancshares, Inc. | 6,499 | $1.44M | 0.24% | −452−6.5% | Reduced |
| BNP Paribas | 6,486 | $1.43M | 0.06% | +6+0.1% | Added |
| Broadwater Capital Management LLC | 6,455 | $1.43M | 1.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,454 | $1.43M | 0.12% | +1,640+34.1% | Added |
| Verition Fund Management LLC | 6,424 | $1.42M | 0.01% | −970−13.1% | Reduced |
| Dividend Assets Capital, LLC | 6,389 | $1.41M | 0.27% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,384 | $1.41M | 0.36% | +6,384 | Added |
| Rational Advisors LLC | 6,351 | $1.40M | 0.14% | +5,149+428.4% | Added |
| JBR Co Financial Management Inc | 6,350 | $1.40M | 0.92% | −54−0.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,335 | $1.40M | 1.00% | +25+0.4% | Added |
| TRUE Private Wealth Advisors | 6,333 | $1.40M | 0.17% | −194−3.0% | Reduced |
| Albion Financial Group | 6,325 | $1.40M | 0.10% | −369−5.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,310 | $1.40M | 0.12% | +1,017+19.2% | Added |
| Schechter Investment Advisors, LLC | 6,308 | $1.39M | 0.10% | +803+14.6% | Added |
| Edgestream Partners, L.P. | 6,304 | $1.39M | 0.06% | +1,098+21.1% | Added |
| TKG Advisors, LLC | 6,301 | $1.39M | 0.69% | −53−0.8% | Reduced |
| Hexagon Capital Partners LLC | 6,294 | $1.39M | 0.27% | −935−12.9% | Reduced |
| Autumn Glory Partners, LLC | 6,293 | $1.39M | 0.54% | +3,653+138.4% | Added |
| Register Financial Advisors LLC | 6,284 | $1.39M | 0.71% | +20.0% | Added |
| Kesler, Norman & Wride, LLC | 6,278 | $1.39M | 0.27% | +3,908+164.9% | Added |
| Impact Partnership Wealth, LLC | 6,260 | $1.38M | 0.31% | −213−3.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,238 | $1.38M | 0.37% | −67−1.1% | Reduced |
| Boston Financial Mangement LLC | 6,235 | $1.38M | 0.04% | −13−0.2% | Reduced |
| Patten & Patten Inc | 6,225 | $1.38M | 0.09% | −164−2.6% | Reduced |
| S.E.E.D. Planning Group LLC | 6,222 | $1.38M | 0.46% | +138+2.3% | Added |
| Dover Advisors, LLC | 6,219 | $1.37M | 0.78% | +253+4.2% | Added |
| Harbour Investments, Inc. | 6,205 | $1.37M | 0.04% | +686+12.4% | Added |
| Biltmore Family Office, LLC | 6,203 | $1.37M | 0.23% | +20+0.3% | Added |
| apricus wealth, LLC | 6,198 | $1.37M | 0.90% | +440+7.6% | Added |
| Paragon Private Wealth Management, LLC | 6,188 | $1.37M | 0.68% | −414−6.3% | Reduced |
| AdvisorNet Financial, Inc | 6,184 | $1.37M | 0.10% | +229+3.8% | Added |
| Papp L Roy & Associates | 6,177 | $1.37M | 0.17% | −453−6.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,171 | $1.37M | 0.38% | +884+16.7% | Added |
| World Equity Group, Inc. | 6,175 | $1.37M | 0.49% | +507+8.9% | Added |
| Tradewinds, LLC. | 6,163 | $1.36M | 0.42% | +183+3.1% | Added |
| Trustco Bank Corp N Y | 6,154 | $1.36M | 1.37% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,154 | $1.36M | 0.13% | +364+6.3% | Added |
| Mayflower Financial Advisors, LLC | 6,154 | $1.36M | 0.21% | −55−0.9% | Reduced |
| Winthrop Advisory Group LLC | 6,153 | $1.36M | 0.17% | −62−1.0% | Reduced |
| Wealth Alliance | 6,149 | $1.36M | 0.16% | +204+3.4% | Added |
| Alberta Investment Management Corp | 6,100 | $1.35M | 0.01% | −12,600−67.4% | Reduced |
| Equitable Trust Co | 6,087 | $1.35M | 0.09% | +9+0.1% | Added |
| Selective Wealth Management, Inc. | 5,885 | $1.35M | 0.56% | −515−8.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,074 | $1.34M | 0.72% | −177−2.8% | Reduced |
| FinTrust Capital Advisors, LLC | 6,058 | $1.34M | 0.23% | −13−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,055 | $1.34M | 0.13% | +426+7.6% | Added |
| Burt Wealth Advisors | 6,031 | $1.33M | 0.33% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 6,028 | $1.33M | 0.06% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,970 | $1.32M | 0.21% | −2,615−30.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,837 | $1.32M | 0.64% | −251−4.1% | Reduced |
| Argent Financial Group, Inc. | 5,957 | $1.32M | 0.16% | +5,957 | New |
| GeoWealth Management, LLC | 5,952 | $1.32M | 0.05% | −87−1.4% | Reduced |
| TBH Global Asset Management, LLC | 5,931 | $1.31M | 0.29% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,924 | $1.31M | 0.19% | −265−4.3% | Reduced |
| Ancora Advisors, LLC | 5,923 | $1.31M | 0.03% | −2,209−27.2% | Reduced |
| Cascade Investment Group, Inc. | 5,919 | $1.31M | 0.96% | −61−1.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5,909 | $1.31M | 0.16% | +5,783+4,589.7% | Added |
| Heartwood Wealth Advisors LLC | 5,908 | $1.31M | 0.14% | +117+2.0% | Added |
| Oak Associates, Ltd | 5,904 | $1.31M | 0.09% | −642−9.8% | Reduced |
| M. Kraus & Co | 5,902 | $1.30M | 0.38% | −300−4.8% | Reduced |
| Financial Partners Group, LLC | 5,886 | $1.30M | 0.49% | −208−3.4% | Reduced |
| Fortitude Family Office, LLC | 5,876 | $1.30M | 0.51% | +4,470+317.9% | Added |
| Harbor Investment Advisory, LLC | 5,858 | $1.30M | 0.13% | −155−2.6% | Reduced |
| United Advisor Group, LLC | 5,852 | $1.29M | 0.29% | +2,765+89.6% | Added |
| Ridgewood Investments LLC | 5,850 | $1.29M | 0.65% | −1,222−17.3% | Reduced |
| Gateway Investment Advisers LLC | 5,840 | $1.29M | 0.01% | −120−2.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,840 | $1.29M | 0.42% | +3+0.1% | Added |
| Smallwood Wealth Investment Management, LLC | 5,831 | $1.29M | 0.92% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 5,815 | $1.29M | 0.60% | +12+0.2% | Added |