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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Renaissance Investment Group LLC | 5,808 | $1.28M | 0.27% | +300+5.4% | Added |
| Hilltop National Bank | 5,805 | $1.28M | 0.39% | +2,901+99.9% | Added |
| Wolverine Trading, LLC | 5,795 | $1.28M | 0.03% | −9,955−63.2% | Reduced |
| Coco Enterprises, LLC | 5,492 | $1.28M | 0.77% | −605−9.9% | Reduced |
| Cross Staff Investments Inc | 5,780 | $1.28M | 0.99% | +76+1.3% | Added |
| Waterloo Capital, L.P. | 5,778 | $1.28M | 0.14% | +4,514+357.1% | Added |
| Summit Asset Management, LLC | 5,769 | $1.28M | 0.24% | 00.0% | Unchanged |
| Diversified, LLC | 5,767 | $1.28M | 0.14% | +1,586+37.9% | Added |
| Diversified Enterprises, LLC | 5,767 | $1.28M | 0.14% | +5,767 | New |
| KLCM Advisors, Inc. | 5,760 | $1.27M | 0.15% | +535+10.2% | Added |
| Clark Capital Management Group, Inc. | 5,755 | $1.27M | 0.01% | +292+5.3% | Added |
| Coastal Bridge Advisors, LLC | 5,750 | $1.27M | 0.32% | +18+0.3% | Added |
| Private Portfolio Partners LLC | 5,737 | $1.27M | 0.24% | +5,737 | New |
| TCG Advisory Services, LLC | 5,727 | $1.27M | 0.06% | +295+5.4% | Added |
| CTC LLC | 5,725 | $1.27M | 0.06% | +686+13.6% | Added |
| Lion Street Advisors, LLC | 5,724 | $1.27M | 0.44% | −759−11.7% | Reduced |
| Northeast Financial Consultants Inc | 5,718 | $1.26M | 0.06% | +22+0.4% | Added |
| Verdad Advisers, LP | 5,677 | $1.26M | 1.68% | +253+4.7% | Added |
| Syntegra Private Wealth Group, LLC | 5,651 | $1.25M | 0.14% | −175−3.0% | Reduced |
| LS Investment Advisors, LLC | 5,640 | $1.25M | 0.18% | −345−5.8% | Reduced |
| Sumitomo Life Insurance Co | 5,637 | $1.25M | 0.02% | −6,965−55.3% | Reduced |
| Everhart Financial Group, Inc. | 5,625 | $1.24M | 0.28% | +732+15.0% | Added |
| United Bank | 5,628 | $1.24M | 0.57% | +1,956+53.3% | Added |
| First County Bank | 5,623 | $1.24M | 0.61% | −625−10.0% | Reduced |
| Berkshire Asset Management LLC | 7,169 | $1.24M | 0.06% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 5,981 | $1.24M | 0.65% | −7−0.1% | Reduced |
| Souders Financial Advisors | 5,578 | $1.23M | 0.17% | +1,186+27.0% | Added |
| MBA Advisors LLC | 5,574 | $1.23M | 0.59% | −38−0.7% | Reduced |
| Delta Asset Management LLC | 5,570 | $1.23M | 0.11% | −10.0% | Reduced |
| Arrow Financial Corp | 5,547 | $1.23M | 0.11% | −55−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 5,545 | $1.23M | 0.07% | −253−4.4% | Reduced |
| Insight Advisors, LLC | 5,545 | $1.23M | 0.21% | +56+1.0% | Added |
| Alpha Cubed Investments, LLC | 5,537 | $1.22M | 0.05% | −1,628−22.7% | Reduced |
| Ullmann Financial Group, Inc. | 5,537 | $1.22M | 0.16% | +2,553+85.6% | Added |
| Independence Bank of Kentucky | 5,530 | $1.22M | 0.26% | +1,972+55.4% | Added |
| Coastwise Capital Group, LLC | 5,519 | $1.22M | 1.00% | +330+6.4% | Added |
| Hancock Whitney Corp | 5,519 | $1.22M | 0.04% | −89−1.6% | Reduced |
| Roman Butler Fullerton & Co | 5,231 | $1.22M | 0.37% | +3+0.1% | Added |
| Mount Vernon Associates Inc | 5,505 | $1.22M | 0.97% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,504 | $1.22M | 0.19% | +217+4.1% | Added |
| Round Hill Asset Management | 5,504 | $1.22M | 0.81% | −10,171−64.9% | Reduced |
| Tobam | 5,499 | $1.22M | 0.22% | −6,317−53.5% | Reduced |
| 1620 Investment Advisors, Inc. | 5,494 | $1.21M | 0.88% | −32−0.6% | Reduced |
| Financial Advocates Investment Management | 5,486 | $1.21M | 0.07% | −25−0.5% | Reduced |
| Crestline Management, LP | 5,461 | $1.21M | 0.07% | +5,461 | New |
| Beacon Financial Advisory LLC | 5,456 | $1.21M | 0.41% | +76+1.4% | Added |
| Creative Financial Designs Inc | 5,411 | $1.20M | 0.10% | −95−1.7% | Reduced |
| Joule Financial, LLC | 5,409 | $1.20M | 0.44% | −4,058−42.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,408 | $1.20M | 0.16% | +478+9.7% | Added |
| Evergreen Wealth Solutions, LLC | 5,407 | $1.20M | 0.81% | −1,000−15.6% | Reduced |
| 44 Wealth Management LLC | 5,134 | $1.19M | 0.42% | +5,134 | New |
| Stratos Wealth Advisors, LLC | 5,364 | $1.19M | 0.05% | −181−3.3% | Reduced |
| Operose Advisors LLC | 5,355 | $1.18M | 0.38% | −54−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 5,355 | $1.18M | 0.17% | +76+1.4% | Added |
| Benin Management CORP | 5,342 | $1.18M | 0.33% | −208−3.7% | Reduced |
| Beaton Management Co. Inc. | 5,334 | $1.18M | 0.60% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,330 | $1.18M | 0.06% | +1,973+58.8% | Added |
| Accurate Wealth Management, LLC | 5,049 | $1.18M | 0.24% | +195+4.0% | Added |
| Kades & Cheifetz LLC | 5,312 | $1.17M | 0.67% | −86−1.6% | Reduced |
| LBMC Investment Advisors, LLC | 5,306 | $1.17M | 0.09% | −128−2.4% | Reduced |
| Atwood & Palmer Inc | 5,299 | $1.17M | 0.08% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 5,286 | $1.17M | 0.16% | −347−6.2% | Reduced |
| Delta Investment Management, LLC | 5,286 | $1.17M | 0.24% | −236−4.3% | Reduced |
| Stablepoint Partners, LLC | 5,258 | $1.16M | 0.21% | +6+0.1% | Added |
| Mather Group, LLC. | 5,254 | $1.16M | 0.01% | −4,981−48.7% | Reduced |
| Headinvest, LLC | 5,250 | $1.16M | 0.21% | −225−4.1% | Reduced |
| 9258 Wealth Management, LLC | 5,237 | $1.16M | 0.17% | +212+4.2% | Added |
| Austin Private Wealth, LLC | 5,225 | $1.16M | 0.11% | +2,128+68.7% | Added |
| Keudell/Morrison Wealth Management | 5,218 | $1.15M | 0.31% | +27+0.5% | Added |
| GM Advisory Group, Inc. | 5,214 | $1.15M | 0.07% | +58+1.1% | Added |
| Armstrong, Fleming & Moore, Inc | 5,210 | $1.15M | 0.67% | −145−2.7% | Reduced |
| Hoxton Planning & Management, LLC | 5,210 | $1.15M | 0.45% | +273+5.5% | Added |
| Allied Investment Advisors, LLC | 5,204 | $1.15M | 0.23% | −60−1.1% | Reduced |
| Wealth Management Associates, Inc. | 5,198 | $1.15M | 0.51% | +46+0.9% | Added |
| Pure Financial Advisors, Inc. | 5,196 | $1.15M | 0.03% | +252+5.1% | Added |
| SOL Capital Management CO | 5,149 | $1.14M | 0.13% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,147 | $1.14M | 0.32% | +11+0.2% | Added |
| West Michigan Advisors, LLC | 5,130 | $1.13M | 0.34% | +2,238+77.4% | Added |
| Elevated Capital Advisors, LLC | 5,125 | $1.13M | 0.30% | −469−8.4% | Reduced |
| United Community Bank | 5,074 | $1.12M | 0.44% | +148+3.0% | Added |
| Bath Savings Trust Co | 5,061 | $1.12M | 0.11% | −250−4.7% | Reduced |
| Owen LaRue, LLC | 5,047 | $1.12M | 0.59% | +5,047 | New |
| Clarius Group, LLC | 5,062 | $1.11M | 0.08% | −163−3.1% | Reduced |
| Capstone Financial Advisors, Inc. | 5,032 | $1.11M | 0.07% | −34−0.7% | Reduced |
| Pitcairn Co | 5,020 | $1.11M | 0.07% | −650−11.5% | Reduced |
| GDS Wealth Management | 5,018 | $1.11M | 0.11% | +1,763+54.2% | Added |
| Integrated Investment Consultants, LLC | 20,672 | $1.11M | 0.24% | +17,338+520.0% | Added |
| Trust Co of the South | 5,004 | $1.11M | 0.23% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4,993 | $1.10M | 0.33% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 4,991 | $1.10M | 0.11% | +21+0.4% | Added |
| Cowa, LLC | 4,980 | $1.10M | 0.52% | +10.0% | Added |
| TrueWealth Advisors, LLC | 4,969 | $1.10M | 0.37% | −83−1.6% | Reduced |
| Axecap Investments, LLC | 4,957 | $1.10M | 0.83% | +4,957 | New |
| Intellectus Partners, LLC | 4,953 | $1.10M | 0.28% | +158+3.3% | Added |
| Mitchell Sinkler & Starr | 4,950 | $1.09M | 0.28% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 4,947 | $1.09M | 0.87% | +4,947 | New |
| VisionPoint Advisory Group, LLC | 4,941 | $1.09M | 0.37% | −173−3.4% | Reduced |
| Skopos Labs, Inc. | 4,939 | $1.09M | 0.36% | −58−1.2% | Reduced |
| Broderick Brian C | 4,939 | $1.09M | 0.21% | +100+2.1% | Added |
| Veracity Capital LLC | 4,936 | $1.09M | 0.42% | +74+1.5% | Added |