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 |
|---|---|---|---|---|---|
| Traphagen Investment Advisors LLC | 3,176 | $702.2K | 0.07% | −153−4.6% | Reduced |
| Options Solutions, LLC | 3,175 | $701.9K | 0.34% | −25−0.8% | Reduced |
| Warwick Investment Management, Inc. | 3,170 | $700.8K | 0.17% | −26−0.8% | Reduced |
| Willis Johnson & Associates, Inc. | 3,162 | $699.2K | 0.05% | +35+1.1% | Added |
| WBH Advisory Inc | 3,162 | $699.1K | 0.07% | +47+1.5% | Added |
| Investment Advisory Group, LLC | 3,160 | $698.6K | 0.24% | +307+10.8% | Added |
| LaSalle St. Investment Advisors, LLC | 3,160 | $698.0K | 0.27% | +489+18.3% | Added |
| Dana Investment Advisors, Inc. | 3,142 | $694.6K | 0.02% | −73−2.3% | Reduced |
| SOA Wealth Advisors, LLC. | 3,140 | $694.2K | 0.13% | +139+4.6% | Added |
| Indiana Trust & Investment Management CO | 3,140 | $694.2K | 0.24% | −45−1.4% | Reduced |
| Allred Capital Management, LLC | 3,139 | $694.0K | 0.27% | +87+2.9% | Added |
| Norris Perne & French LLP | 3,136 | $693.3K | 0.05% | −50−1.6% | Reduced |
| MV Capital Management, Inc. | 3,133 | $692.7K | 0.07% | +21+0.7% | Added |
| Eads & Heald Wealth Management | 3,130 | $692.0K | 0.33% | −84−2.6% | Reduced |
| BIP Wealth, LLC | 3,126 | $691.2K | 0.05% | +762+32.2% | Added |
| Earnest Partners LLC | 3,126 | $691.1K | 0.00% | −68−2.1% | Reduced |
| Engineers Gate Manager LP | 3,121 | $690.0K | 0.01% | +525+20.2% | Added |
| Bond & Devick Financial Network, Inc. | 3,115 | $688.7K | 0.29% | +325+11.6% | Added |
| Pekin Hardy Strauss, Inc. | 3,103 | $686.0K | 0.09% | +10+0.3% | Added |
| Armstrong Henry H Associates Inc | 3,093 | $683.8K | 0.07% | −1,101−26.3% | Reduced |
| Curbstone Financial Management Corp | 3,090 | $683.1K | 0.15% | +316+11.4% | Added |
| Kennedy Investment Group | 3,090 | $683.1K | 0.31% | −16−0.5% | Reduced |
| Soltis Investment Advisors LLC | 3,090 | $683.0K | 0.07% | −330−9.6% | Reduced |
| LifeGuide Financial Advisors, LLC | 3,087 | $682.5K | 0.29% | −853−21.6% | Reduced |
| Sweet Financial Partners, LLC | 3,087 | $682.5K | 0.15% | −52−1.7% | Reduced |
| First Affirmative Financial Network | 3,077 | $680.2K | 0.37% | +128+4.3% | Added |
| Linden Thomas Advisory Services, LLC | 3,074 | $679.6K | 0.09% | +747+32.1% | Added |
| Reik & Co., LLC | 3,072 | $679.2K | 0.16% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,071 | $678.9K | 0.09% | +500+19.4% | Added |
| Callahan Advisors, LLC | 3,070 | $678.7K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,070 | $678.7K | 0.19% | 00.0% | Unchanged |
| Peoples Bank | 3,068 | $678.3K | 0.35% | −384−11.1% | Reduced |
| Harbour Trust & Investment Management Co | 3,067 | $678.1K | 0.08% | −257−7.7% | Reduced |
| Center for Financial Planning, Inc. | 3,061 | $676.8K | 0.09% | 00.0% | Unchanged |
| Vicus Capital | 3,057 | $675.9K | 0.06% | −499−14.0% | Reduced |
| Clark Estates Inc | 3,055 | $675.4K | 0.13% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,046 | $673.4K | 0.13% | +25+0.8% | Added |
| Kestra Investment Management, LLC | 3,041 | $672.3K | 0.03% | +3,041 | New |
| McGlone Suttner Wealth Management, Inc. | 3,040 | $672.1K | 0.14% | +674+28.5% | Added |
| Harbor Advisory Corp | 3,036 | $671.2K | 0.22% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,025 | $668.8K | 0.30% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 3,020 | $667.7K | 0.37% | −100−3.2% | Reduced |
| Piscataqua Savings Bank | 3,013 | $666.1K | 0.57% | −50−1.6% | Reduced |
| Angeles Wealth Management, LLC | 3,011 | $665.7K | 0.06% | +226+8.1% | Added |
| Kelly Lawrence W & Associates Inc | 3,008 | $665.0K | 0.15% | +800+36.2% | Added |
| WMG Financial Advisors, LLC | 2,999 | $663.0K | 0.30% | +56+1.9% | Added |
| Amplius Wealth Advisors, LLC | 2,996 | $662.4K | 0.07% | +10.0% | Added |
| Legacy Private Trust Co. | 2,995 | $662.1K | 0.04% | −10.0% | Reduced |
| Libra Wealth LLC | 2,992 | $661.5K | 0.26% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,990 | $661.0K | 0.06% | +5+0.2% | Added |
| Enterprise Financial Services Corp | 2,983 | $659.5K | 0.38% | −91−3.0% | Reduced |
| Strategic Financial Concepts, LLC | 2,978 | $658.5K | 0.21% | −469,404−99.4% | Reduced |
| Range Financial Group LLC | 2,971 | $656.8K | 0.90% | −4,356−59.5% | Reduced |
| Full Sail Capital, LLC | 2,971 | $656.8K | 0.04% | −374−11.2% | Reduced |
| Saratoga Research & Investment Management | 2,968 | $656.2K | 0.03% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 2,958 | $654.0K | 0.40% | −513−14.8% | Reduced |
| Hengehold Capital Management LLC | 2,957 | $653.7K | 0.06% | −769−20.6% | Reduced |
| Navis Wealth Advisors, LLC | 2,954 | $653.1K | 0.71% | −40−1.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,947 | $651.6K | 0.49% | +1,080+57.8% | Added |
| Evoke Wealth, LLC | 2,947 | $651.5K | 0.02% | +2,947 | New |
| One Capital Management, LLC | 2,944 | $650.9K | 0.02% | +39+1.3% | Added |
| Professional Advisory Services Inc | 2,933 | $648.0K | 0.09% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,919 | $645.4K | 0.15% | +13+0.4% | Added |
| Monograph Wealth Advisors, LLC | 2,916 | $644.7K | 0.08% | +510+21.2% | Added |
| Capital Advisors Wealth Management, LLC | 2,915 | $644.4K | 0.12% | +532+22.3% | Added |
| Sandy Cove Advisors, LLC | 2,905 | $642.3K | 0.26% | +66+2.3% | Added |
| Emergent Wealth Advisors, LLC | 2,896 | $640.2K | 0.47% | −306−9.6% | Reduced |
| DLK Investment Management, LLC | 2,894 | $639.8K | 0.25% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,886 | $638.0K | 0.04% | +125+4.5% | Added |
| Morris Financial Concepts, Inc. | 2,885 | $637.8K | 0.27% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 2,883 | $637.4K | 0.07% | +40+1.4% | Added |
| Citizens Business Bank | 2,882 | $637.2K | 0.13% | −606−17.4% | Reduced |
| Harvey Investment Co LLC | 2,882 | $637.0K | 0.07% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,880 | $636.8K | 0.10% | +900+45.5% | Added |
| Planning Alternatives Ltd | 2,869 | $634.3K | 0.10% | −11−0.4% | Reduced |
| Virtue Capital Management, LLC | 2,867 | $633.8K | 0.13% | −190−6.2% | Reduced |
| First Foundation Advisors | 2,866 | $633.5K | 0.02% | +987+52.5% | Added |
| Aberdeen Wealth Management LLC | 2,859 | $632.1K | 0.42% | −100−3.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,855 | $631.2K | 0.24% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,846 | $629.3K | 0.09% | +4+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,846 | $629.2K | 0.19% | −32−1.1% | Reduced |
| Coston, McIsaac & Partners | 2,841 | $628.0K | 0.18% | +1,626+133.8% | Added |
| One Charles Private Wealth Services, LLC | 2,839 | $627.6K | 0.24% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,831 | $625.8K | 0.23% | +1,037+57.8% | Added |
| ARS Investment Partners, LLC | 2,821 | $623.7K | 0.06% | +600+27.0% | Added |
| Greenwood Gearhart Inc | 2,815 | $622.3K | 0.05% | +9+0.3% | Added |
| Magnus Financial Group LLC | 2,814 | $622.1K | 0.06% | +9+0.3% | Added |
| Crescent Grove Advisors, LLC | 2,814 | $622.1K | 0.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,823 | $620.5K | 0.20% | −3,934−58.2% | Reduced |
| Retirement Planning Group | 2,796 | $618.1K | 0.03% | +2,796 | New |
| Breakwater Capital Group | 2,783 | $615.3K | 0.12% | −170−5.8% | Reduced |
| Guardian Investment Management | 2,775 | $613.5K | 0.53% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,768 | $612.0K | 0.31% | +100+3.7% | Added |
| Ocean Capital Management, LLC | 2,763 | $610.9K | 0.14% | +2,763 | New |
| Blueprint Investment Partners LLC | 2,762 | $610.7K | 0.11% | +574+26.2% | Added |
| Bullock Wealth Management Group | 2,778 | $609.3K | 0.37% | −161−5.5% | Reduced |
| Sapient Capital LLC | 2,750 | $608.0K | 0.01% | +25+0.9% | Added |
| Northstar Advisory Group, LLC | 2,749 | $607.7K | 0.32% | −41−1.5% | Reduced |
| MWA Asset Management | 2,745 | $606.9K | 0.40% | +63+2.3% | Added |
| Facet Wealth, Inc. | 2,901 | $604.2K | 0.02% | +325+12.6% | Added |