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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 4,236 | $936.4K | 0.21% | −24−0.6% | Reduced |
| Plan Group Financial, LLC | 4,231 | $935.5K | 0.49% | +424+11.1% | Added |
| DF Dent & Co Inc | 4,231 | $935.4K | 0.01% | −400−8.6% | Reduced |
| Missouri Trust & Investment Co | 4,212 | $931.2K | 0.32% | −83−1.9% | Reduced |
| William B. Walkup & Associates, Inc. | 4,200 | $928.5K | 0.57% | −118−2.7% | Reduced |
| Delos Wealth Advisors, LLC | 4,200 | $928.5K | 0.81% | +500+13.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,199 | $928.0K | 0.27% | +259+6.6% | Added |
| LRI Investments, LLC | 4,416 | $922.8K | 0.09% | +310+7.5% | Added |
| Close Asset Management Ltd | 4,166 | $920.0K | 0.03% | +1,925+85.9% | Added |
| SeaBridge Investment Advisors LLC | 4,161 | $919.9K | 0.23% | −1,010−19.5% | Reduced |
| Mirador Capital Partners LP | 4,153 | $918.1K | 0.17% | −1,358−24.6% | Reduced |
| LifePlan Investment Advisors, Inc. | 4,135 | $914.2K | 0.58% | +19+0.5% | Added |
| Smith Thornton Advisors LLC | 4,129 | $912.8K | 0.60% | +71+1.7% | Added |
| My Legacy Advisors, LLC | 4,126 | $912.2K | 0.36% | −725−14.9% | Reduced |
| Heartland Bank & Trust Co | 4,126 | $912.2K | 0.49% | −137−3.2% | Reduced |
| Cape Investment Advisory, Inc. | 4,123 | $911.4K | 0.37% | +6+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,122 | $911.2K | 0.12% | −107−2.5% | Reduced |
| Geller Advisors LLC | 4,117 | $910.2K | 0.06% | +20+0.5% | Added |
| Port Capital LLC | 4,114 | $910.0K | 0.04% | −46−1.1% | Reduced |
| Navellier & Associates Inc | 4,110 | $908.7K | 0.12% | −1,337−24.5% | Reduced |
| Fiera Capital Corp | 4,107 | $908.0K | 0.00% | +142+3.6% | Added |
| Legacy Capital Group California, Inc. | 4,106 | $907.8K | 0.30% | −279−6.4% | Reduced |
| City Holding Co | 4,100 | $906.4K | 0.13% | −65−1.6% | Reduced |
| Alpine Bank Wealth Management | 4,098 | $906.0K | 0.14% | +4,098 | New |
| Oak Asset Management, LLC | 4,078 | $901.6K | 0.32% | −1,174−22.4% | Reduced |
| Heritage Wealth Advisors | 4,076 | $901.1K | 0.04% | +351+9.4% | Added |
| YHB Investment Advisors, Inc. | 4,075 | $900.9K | 0.07% | −43−1.0% | Reduced |
| Phillips Wealth Planners LLC | 3,849 | $899.4K | 0.86% | +2,150+126.5% | Added |
| Berkshire Bank | 4,059 | $897.4K | 0.21% | +138+3.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,058 | $897.2K | 0.10% | +43+1.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 4,044 | $894.1K | 0.34% | +210+5.5% | Added |
| First National Bank | 4,028 | $890.5K | 0.62% | +522+14.9% | Added |
| AMJ Financial Wealth Management | 4,023 | $889.4K | 0.26% | +4,023 | New |
| Archvest Wealth Advisors, Inc. | 4,023 | $889.3K | 0.57% | +2,162+116.2% | Added |
| Oxford Financial Group Ltd | 4,022 | $889.3K | 0.06% | −281−6.5% | Reduced |
| Legacy Advisors, LLC | 4,022 | $889.2K | 0.10% | +131+3.4% | Added |
| Firestone Capital Management | 4,012 | $887.0K | 0.22% | +226+6.0% | Added |
| Stephens Consulting, LLC | 4,002 | $884.7K | 0.23% | +3+0.1% | Added |
| Monetta Financial Services Inc | 4,000 | $884.3K | 0.75% | +4,000 | New |
| Investment Partners, Ltd. | 3,995 | $883.1K | 0.37% | −44−1.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 3,993 | $882.7K | 0.02% | +1,874+88.4% | Added |
| First Western Trust Bank | 3,987 | $881.4K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,982 | $880.3K | 0.03% | +181+4.8% | Added |
| Sound Financial Strategies Group, LLC | 3,980 | $879.9K | 0.71% | +46+1.2% | Added |
| Accredited Investors Inc. | 3,975 | $878.7K | 0.05% | −93−2.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,967 | $876.9K | 0.28% | −99−2.4% | Reduced |
| BluePath Capital Management, LLC | 3,954 | $874.2K | 0.55% | −484−10.9% | Reduced |
| Weatherly Asset Management L. P. | 3,943 | $871.7K | 0.08% | −229−5.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,932 | $869.3K | 0.22% | −33−0.8% | Reduced |
| Appleton Partners Inc | 3,917 | $866.0K | 0.06% | −452−10.3% | Reduced |
| Reliant Investment Management, LLC | 3,900 | $862.2K | 0.41% | +40+1.0% | Added |
| Global Trust Asset Management, LLC | 3,876 | $856.9K | 0.32% | +1,915+97.7% | Added |
| Retirement Planning Co of New England, Inc. | 3,874 | $856.6K | 0.43% | +130+3.5% | Added |
| NFP Retirement, Inc. | 3,874 | $856.5K | 0.07% | −62−1.6% | Reduced |
| Congress Park Capital LLC | 3,863 | $854.0K | 0.32% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 3,862 | $853.8K | 0.13% | −23−0.6% | Reduced |
| Rinkey Investments | 3,861 | $853.6K | 0.28% | +6+0.2% | Added |
| Werba Rubin Papier Wealth Management | 3,855 | $852.3K | 0.20% | −63−1.6% | Reduced |
| WMS Partners, LLC | 3,847 | $850.5K | 0.05% | +700+22.2% | Added |
| Capital Investment Counsel, Inc | 3,847 | $850.5K | 0.12% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,068 | $850.2K | 0.11% | −784−16.2% | Reduced |
| Gries Financial LLC | 3,845 | $850.0K | 0.16% | +483+14.4% | Added |
| SMART Wealth LLC | 3,843 | $849.6K | 0.33% | −295−7.1% | Reduced |
| Keynote Financial Services LLC | 3,841 | $849.2K | 0.65% | −20−0.5% | Reduced |
| HBW Advisory Services LLC | 3,825 | $845.7K | 0.12% | −397−9.4% | Reduced |
| Thomasville National Bank | 3,825 | $845.6K | 0.06% | +752+24.5% | Added |
| Invictus Private Wealth, LLC | 3,822 | $845.0K | 0.07% | −63−1.6% | Reduced |
| Weil Company, Inc. | 3,805 | $841.2K | 0.28% | +10.0% | Added |
| Interchange Capital Partners, LLC | 3,797 | $839.4K | 0.30% | −535−12.3% | Reduced |
| Fortem Financial Group, LLC | 3,790 | $838.0K | 0.34% | +3,790 | New |
| Advisor Resource Council | 3,782 | $836.1K | 0.38% | +3,782 | New |
| Wealth Architects, LLC | 3,777 | $835.0K | 0.09% | −4−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,771 | $833.8K | 0.11% | −152−3.9% | Reduced |
| Planned Solutions, Inc. | 3,767 | $832.8K | 0.34% | +29+0.8% | Added |
| West Family Investments, Inc. | 3,763 | $831.9K | 0.28% | +782+26.2% | Added |
| Spirepoint Private Client, LLC | 3,760 | $831.3K | 0.11% | +34+0.9% | Added |
| Dempze Nancy E | 3,760 | $831.3K | 0.46% | +2,460+189.2% | Added |
| Massachusetts Wealth Management | 3,760 | $831.3K | 0.52% | +3,760 | New |
| City State Bank | 3,750 | $829.0K | 0.30% | −253−6.3% | Reduced |
| First Command Advisory Services, Inc. | 3,735 | $825.7K | 0.01% | +144+4.0% | Added |
| OneAscent Financial Services LLC | 3,732 | $825.0K | 0.59% | +3,732 | New |
| MTM Investment Management, LLC | 3,630 | $820.4K | 0.32% | −159−4.2% | Reduced |
| Everett Harris & Co | 3,685 | $814.7K | 0.01% | −50−1.3% | Reduced |
| JB Capital LLC | 3,680 | $813.6K | 0.05% | +30+0.8% | Added |
| SignalPoint Asset Management, LLC | 3,683 | $813.3K | 0.19% | −160−4.2% | Reduced |
| Cornerstone Wealth Group, LLC | 3,674 | $812.2K | 0.07% | +80+2.2% | Added |
| Mountain Pacific Investment Advisers Inc | 3,672 | $811.8K | 0.06% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 3,664 | $809.2K | 0.33% | +3,664 | New |
| Wimmer Associates 1, LLC | 3,658 | $808.7K | 0.40% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,652 | $807.4K | 0.27% | +521+16.6% | Added |
| Horizon Kinetics Asset Management LLC | 3,650 | $806.9K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 3,646 | $806.0K | 0.10% | −50−1.4% | Reduced |
| Sachetta, LLC | 3,646 | $806.0K | 0.32% | +684+23.1% | Added |
| Oak Harbor Wealth Partners, LLC | 3,640 | $804.7K | 0.23% | +4+0.1% | Added |
| Telos Capital Management, Inc. | 3,633 | $803.2K | 0.08% | +186+5.4% | Added |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $802.1K | 0.18% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 4,634 | $801.5K | 0.42% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,616 | $799.5K | 0.07% | +566+18.6% | Added |
| Greenfield Savings Bank | 3,615 | $799.2K | 0.38% | −3−0.1% | Reduced |
| Keystone Financial Group | 3,613 | $798.8K | 0.10% | +408+12.7% | Added |