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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 3,609 | $797.9K | 0.11% | −5−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 3,607 | $797.4K | 0.02% | +1,178+48.5% | Added |
| MBL Wealth, LLC | 3,603 | $796.6K | 0.09% | +1,318+57.7% | Added |
| New Hampshire Trust | 3,601 | $796.1K | 0.17% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 3,600 | $795.9K | 0.64% | −300−7.7% | Reduced |
| Maple Capital Management, Inc. | 3,597 | $795.2K | 0.06% | −189−5.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,593 | $794.3K | 0.50% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 3,587 | $793.0K | 0.31% | +20+0.6% | Added |
| Signature Wealth Management Partners, LLC | 3,586 | $792.9K | 0.57% | +10.0% | Added |
| Lafayette Investments, Inc. | 3,584 | $792.4K | 0.17% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 3,583 | $792.0K | 0.33% | +3,583 | New |
| Sawyer & Company, Inc | 3,579 | $791.0K | 0.29% | −82−2.2% | Reduced |
| McAdam, LLC | 3,570 | $789.2K | 0.04% | +52+1.5% | Added |
| King Wealth | 3,567 | $789.0K | 0.12% | −79−2.2% | Reduced |
| Boit C F David | 3,584 | $787.5K | 0.39% | 00.0% | Unchanged |
| Northwest Financial Advisors | 3,550 | $784.8K | 0.62% | +1,270+55.7% | Added |
| Kendall Capital Management | 3,549 | $784.6K | 0.24% | +260+7.9% | Added |
| Geometric Wealth Advisors | 3,546 | $784.0K | 0.14% | −2−0.1% | Reduced |
| True Vision MN LLC | 3,536 | $781.7K | 0.47% | +237+7.2% | Added |
| Roof Eidam & Maycock | 3,535 | $781.5K | 0.20% | 00.0% | Unchanged |
| First Personal Financial Services | 3,531 | $780.6K | 0.17% | +127+3.7% | Added |
| Gs Investments, Inc. | 3,525 | $779.3K | 0.35% | −25−0.7% | Reduced |
| Fort Point Capital Partners LLC | 3,521 | $778.4K | 0.10% | +66+1.9% | Added |
| Woodard & Co Asset Management Group Inc | 3,520 | $778.2K | 0.17% | +500+16.6% | Added |
| St. Louis Trust Co | 3,500 | $773.8K | 0.11% | −1,132−24.4% | Reduced |
| Safe Harbor Fiduciary, LLC | 3,500 | $773.8K | 0.73% | +3,500 | New |
| Tennessee Valley Asset Management Partners | 3,486 | $772.3K | 0.13% | +2+0.1% | Added |
| Investment Advisory Services Inc | 3,493 | $772.1K | 0.27% | +356+11.3% | Added |
| Saxon Interests, Inc. | 3,490 | $771.6K | 0.35% | +188+5.7% | Added |
| Legal Advantage Investments, Inc. | 3,484 | $770.2K | 0.42% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,481 | $769.6K | 0.78% | −54−1.5% | Reduced |
| Auxano Advisors, LLC | 3,471 | $767.3K | 0.20% | +208+6.4% | Added |
| Walter & Keenan Financial Consulting Co | 3,469 | $766.9K | 0.23% | +9+0.3% | Added |
| Virtu Financial LLC | 3,465 | $766.0K | 0.04% | +3,465 | New |
| Lynx Investment Advisory | 3,464 | $766.0K | 0.55% | +331+10.6% | Added |
| Promethium Advisors,llc | 3,463 | $765.6K | 0.54% | +3,463 | New |
| Lewis Asset Management, LLC | 3,458 | $764.6K | 0.56% | +190+5.8% | Added |
| Insight 2811, Inc. | 3,454 | $763.6K | 0.38% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,450 | $762.7K | 0.37% | +990+40.2% | Added |
| Smith, Moore & Co. | 3,447 | $762.1K | 0.07% | +60+1.8% | Added |
| Laidlaw Wealth Management LLC | 3,446 | $761.8K | 0.38% | −239−6.5% | Reduced |
| Eagle Bay Advisors LLC | 3,445 | $761.6K | 0.29% | −102−2.9% | Reduced |
| Gratus Wealth Advisors, LLC | 3,339 | $758.5K | 0.12% | −34−1.0% | Reduced |
| Wealth Quarterback LLC | 3,426 | $757.3K | 0.39% | −45−1.3% | Reduced |
| SNS Financial Group, LLC | 3,416 | $755.1K | 0.08% | −95−2.7% | Reduced |
| Somerville Kurt F | 3,412 | $754.3K | 0.12% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 3,630 | $753.5K | 0.63% | +3,630 | New |
| Gallagher Fiduciary Advisors, LLC | 3,401 | $752.0K | 0.15% | +516+17.9% | Added |
| Creekside Partners | 3,384 | $748.0K | 0.39% | +6+0.2% | Added |
| Platform Technology Partners | 3,379 | $747.0K | 0.23% | −70−2.0% | Reduced |
| Family Firm, Inc. | 3,378 | $746.8K | 0.16% | +5+0.1% | Added |
| ORG Wealth Partners, LLC | 3,377 | $746.6K | 0.25% | +3,377 | New |
| Cardiff Park Advisors, LLC | 3,362 | $743.4K | 0.07% | +3,362 | New |
| BSW Wealth Partners | 3,359 | $742.6K | 0.11% | −3,183−48.7% | Reduced |
| Baron Financial Group, LLC | 3,346 | $739.7K | 0.45% | +4+0.1% | Added |
| Davidson Trust Co | 3,342 | $738.8K | 0.38% | +775+30.2% | Added |
| LMG Wealth Partners, LLC | 3,339 | $738.2K | 0.17% | −156−4.5% | Reduced |
| Verus Financial Partners, Inc. | 3,365 | $738.1K | 0.08% | +8+0.2% | Added |
| Hemenway Trust Co LLC | 3,337 | $737.7K | 0.06% | −205−5.8% | Reduced |
| Hutchinson Capital Management | 3,332 | $736.6K | 0.14% | −5−0.1% | Reduced |
| Opinicus Capital, Inc. | 3,332 | $736.6K | 0.59% | +20+0.6% | Added |
| Garrison Point Advisors, LLC | 3,320 | $734.0K | 0.45% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,318 | $733.4K | 0.12% | −1,212−26.8% | Reduced |
| Ignite Planners, LLC | 3,314 | $732.7K | 0.17% | +460+16.1% | Added |
| LCNB Corp | 3,313 | $732.4K | 0.26% | +5+0.2% | Added |
| Encompass Wealth Advisors, LLC | 3,308 | $731.4K | 0.18% | +162+5.1% | Added |
| Boston Trust Walden Corp | 3,302 | $730.0K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 3,301 | $729.8K | 0.08% | +1,881+132.5% | Added |
| RiverFront Investment Group, LLC | 3,299 | $729.3K | 0.02% | +3,299 | New |
| Graves-Light Private Wealth Management, Inc. | 3,299 | $729.3K | 0.09% | +10.0% | Added |
| First National Corp | 3,297 | $729.0K | 0.16% | −48−1.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,295 | $728.5K | 0.06% | −72−2.1% | Reduced |
| Family Wealth Group, LLC | 3,293 | $728.0K | 0.63% | +8+0.2% | Added |
| ProVise Management Group, LLC | 3,291 | $727.6K | 0.06% | −14−0.4% | Reduced |
| Olistico Wealth, LLC | 3,290 | $727.4K | 0.44% | +1,025+45.3% | Added |
| Beacon Financial Group | 3,285 | $726.3K | 0.08% | +1,250+61.4% | Added |
| First United Bank Trust | 3,273 | $723.6K | 0.26% | −497−13.2% | Reduced |
| Outfitter Financial LLC | 3,272 | $723.4K | 0.60% | −70−2.1% | Reduced |
| Abacus Planning Group, Inc. | 3,271 | $723.2K | 0.13% | +261+8.7% | Added |
| Strategic Investment Solutions, Inc. | 3,271 | $723.1K | 0.22% | −98−2.9% | Reduced |
| Kolinsky Wealth Management, LLC | 3,268 | $722.6K | 0.47% | +8+0.2% | Added |
| Zions Bancorporation, N.A. | 3,268 | $722.5K | 0.05% | −104−3.1% | Reduced |
| Quadcap Wealth Management, LLC | 3,266 | $722.0K | 0.11% | −491−13.1% | Reduced |
| Sand Hill Global Advisors, LLC | 3,263 | $721.4K | 0.03% | +198+6.5% | Added |
| Twin Capital Management Inc | 3,258 | $720.3K | 0.08% | +799+32.5% | Added |
| Dark Forest Capital Management LP | 3,245 | $717.4K | 0.09% | +3,245 | New |
| Howe & Rusling Inc | 3,233 | $714.8K | 0.06% | +88+2.8% | Added |
| Mechanics Financial Corp | 3,225 | $713.0K | 0.31% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,224 | $712.7K | 0.26% | −460−12.5% | Reduced |
| Bouchey Financial Group Ltd | 3,215 | $710.8K | 0.06% | +44+1.4% | Added |
| Trinity Legacy Partners, LLC | 3,015 | $709.3K | 0.18% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,205 | $708.6K | 0.05% | +167+5.5% | Added |
| Roth Financial Partners LLC | 3,200 | $707.5K | 0.28% | −30−0.9% | Reduced |
| DMG Group, LLC | 3,195 | $706.4K | 0.57% | +72+2.3% | Added |
| Montz Harcus Wealth Management LLC | 3,195 | $706.3K | 0.41% | +41+1.3% | Added |
| Cornerstone Advisory, LLC | 3,194 | $706.1K | 0.09% | +68+2.2% | Added |
| BlueSky Wealth Advisors, LLC | 3,186 | $704.4K | 0.11% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,186 | $704.3K | 0.10% | −50−1.5% | Reduced |
| Private Wealth Partners, LLC | 3,185 | $704.1K | 0.06% | +785+32.7% | Added |
| Astoria Portfolio Advisors LLC. | 3,016 | $703.4K | 0.24% | +132+4.6% | Added |