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 |
|---|---|---|---|---|---|
| MB, Levis & Associates, LLC | 2,728 | $603.0K | 0.30% | −223−7.6% | Reduced |
| HFG Advisors, Inc. | 2,727 | $602.9K | 0.53% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,726 | $602.7K | 0.26% | 00.0% | Unchanged |
| Summitry LLC | 2,723 | $602.1K | 0.03% | +566+26.2% | Added |
| Private Capital Management LLC | 2,717 | $600.6K | 0.11% | +321+13.4% | Added |
| Secure Asset Management, LLC | 2,714 | $600.0K | 0.10% | +604+28.6% | Added |
| Country Trust Bank | 2,713 | $599.8K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 2,711 | $598.7K | 0.03% | +2,711 | New |
| Eagle Capital Management LLC | 2,700 | $596.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,697 | $596.3K | 0.38% | +3+0.1% | Added |
| Barrett & Company, Inc. | 2,688 | $594.3K | 0.26% | +5+0.2% | Added |
| Harvest Portfolios Group Inc. | 2,677 | $591.8K | 0.02% | −471−15.0% | Reduced |
| Strategic Advocates LLC | 2,670 | $590.3K | 0.21% | +1,372+105.7% | Added |
| Spirit of America Management Corp | 2,668 | $589.8K | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,664 | $589.0K | 0.04% | +109+4.3% | Added |
| Visionary Wealth Advisors | 2,660 | $588.1K | 0.04% | +126+5.0% | Added |
| Financial Futures Ltd Liability Co. | 2,660 | $588.1K | 0.34% | −102−3.7% | Reduced |
| Francis Financial, Inc. | 2,654 | $586.7K | 0.16% | +106+4.2% | Added |
| Fulton Breakefield Broenniman LLC | 2,652 | $586.3K | 0.04% | +2+0.1% | Added |
| Opal Wealth Advisors, LLC | 2,645 | $584.8K | 0.18% | −25−0.9% | Reduced |
| Fiduciary Alliance LLC | 2,643 | $584.3K | 0.08% | +983+59.2% | Added |
| Retirement Investment Advisors, Inc. | 2,640 | $583.7K | 0.06% | +528+25.0% | Added |
| Five Oceans Advisors | 2,636 | $582.8K | 0.28% | +350+15.3% | Added |
| Orion Capital Management LLC | 2,629 | $581.2K | 0.28% | +50+1.9% | Added |
| First Interstate Bank | 2,627 | $580.8K | 0.04% | +839+46.9% | Added |
| Lebenthal Global Advisors, LLC | 2,626 | $580.6K | 0.12% | −981−27.2% | Reduced |
| Penbrook Management LLC | 2,625 | $580.3K | 0.38% | −1,075−29.1% | Reduced |
| TriaGen Wealth Management LLC | 2,619 | $579.0K | 0.19% | −100−3.7% | Reduced |
| Tortoise Investment Management, LLC | 2,613 | $577.7K | 0.06% | +14+0.5% | Added |
| Woodmont Investment Counsel LLC | 2,612 | $577.5K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,621 | $575.9K | 0.06% | +1,121+74.7% | Added |
| Aire Advisors, LLC | 2,602 | $575.1K | 0.13% | −38−1.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,597 | $574.1K | 0.15% | +178+7.4% | Added |
| Eldridge Investment Advisors, Inc. | 2,597 | $574.0K | 0.13% | +367+16.5% | Added |
| Quadrant Private Wealth Management, LLC | 2,594 | $573.5K | 0.14% | +382+17.3% | Added |
| 626 Financial, LLC | 2,589 | $572.4K | 0.32% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,587 | $571.8K | 0.09% | +10.0% | Added |
| Gryphon Financial Partners LLC | 2,585 | $571.4K | 0.08% | −45−1.7% | Reduced |
| Doheny Asset Management | 2,585 | $571.0K | 0.39% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,577 | $569.8K | 0.15% | +294+12.9% | Added |
| Fenimore Asset Management Inc | 2,573 | $568.8K | 0.01% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,568 | $567.7K | 0.09% | +925+56.3% | Added |
| Two Sigma Investments, LP | 2,566 | $567.3K | 0.00% | −3,724−59.2% | Reduced |
| Chatham Capital Group, Inc. | 2,565 | $567.1K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 2,576 | $565.0K | 0.07% | +12+0.5% | Added |
| Windsor Capital Management, LLC | 2,548 | $563.3K | 0.16% | −23−0.9% | Reduced |
| Optas, LLC | 2,546 | $562.9K | 0.13% | +291+12.9% | Added |
| Smith Shellnut Wilson LLC | 2,528 | $558.9K | 0.25% | +5+0.2% | Added |
| Brophy Wealth Management, LLC | 2,526 | $558.5K | 0.20% | +2,526 | New |
| LVZ Advisors, Inc. | 2,525 | $558.2K | 0.07% | −188−6.9% | Reduced |
| WNY Asset Management, LLC | 2,520 | $557.2K | 0.07% | −1,949−43.6% | Reduced |
| Cadinha & Co LLC | 2,520 | $557.1K | 0.10% | +2,520 | New |
| LM Advisors LLC | 2,520 | $557.0K | 0.11% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,519 | $556.8K | 0.10% | +290+13.0% | Added |
| Ballast Advisors LLC | 2,516 | $556.3K | 0.17% | −257−9.3% | Reduced |
| Pegasus Asset Management, Inc. | 2,514 | $555.8K | 0.21% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,513 | $555.4K | 0.10% | +35+1.4% | Added |
| Boyd Watterson Asset Management LLC | 2,512 | $555.3K | 0.15% | −40−1.6% | Reduced |
| SRN Advisors, LLC | 2,511 | $555.1K | 0.49% | −2,180−46.5% | Reduced |
| Pacific Global Investment Management CO | 2,508 | $554.5K | 0.10% | −5−0.2% | Reduced |
| Wealth Group, Ltd. | 2,505 | $554.0K | 0.37% | −705−22.0% | Reduced |
| Ethos Financial Group, LLC | 2,505 | $554.0K | 0.09% | +23+0.9% | Added |
| Wilson & Boucher Capital Management, LLC | 2,502 | $553.2K | 0.38% | −50−2.0% | Reduced |
| WealthShield Partners, LLC | 2,501 | $553.0K | 0.07% | −2−0.1% | Reduced |
| Peachtree Investment Partners, LLC | 2,501 | $552.9K | 0.21% | +2,501 | New |
| Alta Advisers Ltd | 2,500 | $552.7K | 0.25% | +100+4.2% | Added |
| Reuter James Wealth Management, LLC | 2,500 | $552.7K | 0.10% | +2,500 | New |
| BTG Pactual Asset Management US LLC | 2,499 | $552.5K | 0.08% | +2,499 | New |
| Weaver Consulting Group | 2,496 | $551.8K | 0.18% | −215−7.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,495 | $551.6K | 0.05% | −534−17.6% | Reduced |
| Trillium Asset Management, LLC | 2,495 | $551.0K | 0.01% | +10.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,486 | $549.7K | 0.05% | −174−6.5% | Reduced |
| New Potomac Partners, LLC | 2,485 | $549.4K | 0.28% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,484 | $549.2K | 0.05% | −28−1.1% | Reduced |
| AlTi Global, Inc. | 2,481 | $548.5K | 0.01% | −1,897−43.3% | Reduced |
| Builder Investment Group Inc | 2,475 | $547.2K | 0.15% | 00.0% | Unchanged |
| FCG Investment Co | 2,471 | $546.3K | 0.36% | −70−2.8% | Reduced |
| Wallace Advisory Group, LLC | 3,154 | $545.5K | 0.40% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 2,466 | $545.2K | 0.24% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,465 | $545.0K | 0.29% | −3−0.1% | Reduced |
| Coastline Trust Co | 2,465 | $545.0K | 0.06% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,457 | $543.0K | 0.43% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 2,452 | $542.1K | 0.65% | +11+0.5% | Added |
| Nemes Rush Group LLC | 2,836 | $541.6K | 0.08% | +3+0.1% | Added |
| Sonata Capital Group Inc | 2,445 | $541.0K | 0.23% | −380−13.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,444 | $540.3K | 0.11% | −95−3.7% | Reduced |
| Brendel Financial Advisors LLC | 2,438 | $539.0K | 0.31% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2,431 | $537.4K | 0.23% | +2,327+2,237.5% | Added |
| Balboa Wealth Partners | 2,430 | $537.2K | 0.13% | +910+59.9% | Added |
| Tyler-Stone Wealth Management | 2,428 | $536.8K | 0.10% | +1,332+121.5% | Added |
| RMR Wealth Builders | 2,426 | $536.3K | 0.06% | +101+4.3% | Added |
| Acorn Financial Advisory Services Inc | 2,423 | $535.8K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,423 | $535.7K | 0.05% | +190+8.5% | Added |
| Goldstone Financial Group, LLC | 2,422 | $535.4K | 0.09% | +1,201+98.4% | Added |
| Beacon Capital Management, LLC | 2,421 | $535.2K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 2,419 | $534.8K | 0.54% | +24+1.0% | Added |
| Schrum Private Wealth Management LLC | 2,416 | $534.2K | 0.28% | +1,208+100.0% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $530.6K | 0.03% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $530.6K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,396 | $529.7K | 0.03% | +183+8.3% | Added |