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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 2,394 | $529.2K | 0.38% | +3+0.1% | Added |
| Rowland & Co Investment Counsel | 2,393 | $529.0K | 0.11% | +40+1.7% | Added |
| Am Investment Strategies LLC | 2,389 | $528.0K | 0.13% | +8+0.3% | Added |
| Prossimo Advisors, LLC | 2,388 | $528.0K | 0.39% | +93+4.1% | Added |
| Signal Advisors Wealth, LLC | 2,387 | $527.7K | 0.08% | +2,387 | New |
| Per Stirling Capital Management, LLC. | 2,381 | $526.4K | 0.07% | −83−3.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,373 | $524.6K | 0.06% | −70−2.9% | Reduced |
| Novare Capital Management LLC | 2,370 | $524.0K | 0.04% | −34−1.4% | Reduced |
| Financial Security Advisor, Inc. | 2,367 | $523.4K | 0.13% | +15+0.6% | Added |
| West Bancorporation Inc | 2,365 | $522.9K | 0.35% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,363 | $522.4K | 0.18% | +179+8.2% | Added |
| Aviance Capital Partners, LLC | 2,337 | $520.8K | 0.07% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,353 | $520.2K | 0.15% | 00.0% | Unchanged |
| Independent Investors Inc | 2,350 | $519.5K | 0.11% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 2,269 | $518.6K | 0.11% | +2,269 | New |
| Talbot Financial, LLC | 2,343 | $518.0K | 0.06% | 00.0% | Unchanged |
| HTLF Bank | 2,341 | $517.5K | 0.06% | −265−10.2% | Reduced |
| MBM Wealth Consultants, LLC | 2,340 | $517.2K | 0.16% | −19−0.8% | Reduced |
| WFA of San Diego, LLC | 2,333 | $515.8K | 0.43% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,332 | $515.6K | 0.10% | +1,081+86.4% | Added |
| Tower Wealth Partners, Inc. | 2,331 | $515.3K | 0.30% | +300+14.8% | Added |
| RBA Wealth Management, LLC | 2,324 | $513.8K | 0.20% | −15−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,323 | $513.6K | 0.04% | +395+20.5% | Added |
| RS Crum Inc. | 2,321 | $513.1K | 0.12% | +140+6.4% | Added |
| Lineweaver Wealth Advisors, LLC | 2,317 | $512.5K | 0.10% | +7+0.3% | Added |
| Koss-Olinger Consulting, LLC | 2,318 | $512.0K | 0.04% | +63+2.8% | Added |
| FIL Ltd | 2,313 | $511.4K | 0.00% | +254+12.3% | Added |
| Court Place Advisors, LLC | 2,309 | $510.5K | 0.15% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,309 | $510.5K | 0.38% | −5−0.2% | Reduced |
| Horizon Wealth Management, LLC | 2,309 | $510.4K | 0.10% | +112+5.1% | Added |
| Destination Wealth Management | 2,299 | $508.3K | 0.02% | +222+10.7% | Added |
| Lodestar Private Asset Management LLC | 2,297 | $507.8K | 0.06% | −3−0.1% | Reduced |
| Oakworth Capital, Inc. | 2,294 | $507.2K | 0.04% | +544+31.1% | Added |
| Global X Japan Co., Ltd. | 2,293 | $506.9K | 0.06% | −36−1.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,293 | $506.9K | 0.12% | +8+0.4% | Added |
| Mechanics Bank Trust Department | 2,288 | $505.8K | 0.07% | −37−1.6% | Reduced |
| Lokken Investment Group LLC | 2,286 | $505.4K | 0.21% | +11+0.5% | Added |
| CM Wealth Advisors LLC | 2,286 | $505.4K | 0.16% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,283 | $504.7K | 0.06% | 00.0% | Unchanged |
| Umpqua Bank | 2,281 | $504.3K | 0.18% | +94+4.3% | Added |
| Guardian Wealth Advisors, LLC | 2,277 | $503.5K | 0.31% | −10.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,277 | $503.4K | 0.12% | −265−10.4% | Reduced |
| Kowal Investment Group, LLC | 2,273 | $502.5K | 0.09% | +134+6.3% | Added |
| Rench Wealth Management, Inc. | 2,269 | $501.7K | 0.17% | −1,784−44.0% | Reduced |
| Fiduciary Financial Group, LLC | 2,193 | $501.4K | 0.12% | +217+11.0% | Added |
| Eagle Strategies LLC | 2,266 | $501.0K | 0.09% | −132−5.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,263 | $500.3K | 0.11% | +37+1.7% | Added |
| Smith Chas P & Associates Pa Cpas | 2,263 | $500.3K | 0.03% | +137+6.4% | Added |
| Wescott Financial Advisory Group, LLC | 2,262 | $500.2K | 0.05% | +17+0.8% | Added |
| Evanson Asset Management, LLC | 2,252 | $497.9K | 0.04% | +155+7.4% | Added |
| Waterfront Wealth Inc. | 2,347 | $497.6K | 0.12% | +41+1.8% | Added |
| Fruth Investment Management | 2,247 | $496.0K | 0.13% | −500−18.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,242 | $495.7K | 0.10% | −3,301−59.6% | Reduced |
| Yeomans Consulting Group, Inc. | 2,241 | $495.4K | 0.19% | +639+39.9% | Added |
| L.M. Kohn & Company | 2,238 | $494.8K | 0.13% | +255+12.9% | Added |
| Glen Eagle Advisors, LLC | 2,236 | $494.4K | 0.08% | +2+0.1% | Added |
| MSH Capital Advisors LLC | 2,235 | $494.1K | 0.15% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,232 | $493.5K | 0.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,225 | $491.9K | 0.16% | −50−2.2% | Reduced |
| Colonial River Wealth Management, LLC | 2,222 | $491.2K | 0.24% | −1,316−37.2% | Reduced |
| Magnolia Capital Advisors LLC | 2,218 | $490.4K | 0.25% | +2,218 | New |
| Centric Wealth Management | 2,293 | $489.7K | 0.13% | −105−4.4% | Reduced |
| Morris Retirement Advisors, LLC | 2,213 | $489.2K | 0.27% | +484+28.0% | Added |
| AllSquare Wealth Management LLC | 2,209 | $488.5K | 0.28% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,207 | $488.0K | 0.05% | −2−0.1% | Reduced |
| Lifestyle Asset Management, Inc. | 2,206 | $487.6K | 0.27% | +170+8.3% | Added |
| Southland Equity Partners LLC | 2,202 | $486.8K | 0.12% | −2−0.1% | Reduced |
| Old Mission Investment Co LLC | 2,200 | $486.3K | 0.15% | +32+1.5% | Added |
| CoreFirst Bank & Trust | 2,196 | $485.5K | 0.28% | 00.0% | Unchanged |
| Family Management Corp | 2,190 | $484.2K | 0.08% | +10+0.5% | Added |
| US Asset Management LLC | 2,295 | $484.0K | 0.43% | −30−1.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,061 | $482.9K | 0.04% | +100+5.1% | Added |
| First Heartland Consultants, Inc. | 2,181 | $482.0K | 0.05% | +6+0.3% | Added |
| LVW Advisors, LLC | 2,176 | $481.1K | 0.06% | +437+25.1% | Added |
| Integrity Financial Corp | 2,176 | $481.1K | 0.28% | +600+38.1% | Added |
| Moody Aldrich Partners LLC | 2,170 | $479.7K | 0.09% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,168 | $479.3K | 0.12% | +121+5.9% | Added |
| Sterling Financial Planning, Inc. | 2,166 | $479.0K | 0.18% | −34−1.5% | Reduced |
| Alpha Family Trust | 2,165 | $478.6K | 0.27% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,161 | $477.9K | 0.13% | +209+10.7% | Added |
| Davis Investment Partners, LLC | 2,174 | $477.6K | 0.20% | +14+0.6% | Added |
| Acropolis Investment Management, LLC | 2,159 | $477.3K | 0.03% | −215−9.1% | Reduced |
| Arnhold LLC | 2,156 | $476.6K | 0.05% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 2,149 | $475.1K | 0.12% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,098 | $474.2K | 0.10% | +9+0.4% | Added |
| iA Global Asset Management Inc. | 2,142 | $474.0K | 0.01% | −1,596−42.7% | Reduced |
| Knott David M Jr | 2,142 | $474.0K | 0.19% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,143 | $473.3K | 0.04% | −327−13.2% | Reduced |
| Gibbs Wealth Management | 2,135 | $472.0K | 0.15% | +415+24.1% | Added |
| Glass Wealth Management Co LLC | 2,133 | $471.6K | 0.26% | +8+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 2,133 | $471.6K | 0.03% | +511+31.5% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $471.3K | 0.13% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,126 | $469.9K | 0.14% | −159−7.0% | Reduced |
| Clear Creek Financial Management, LLC | 2,125 | $469.8K | 0.05% | −73−3.3% | Reduced |
| Saturna Capital CORP | 2,123 | $469.4K | 0.01% | +80+3.9% | Added |
| Freestate Advisors LLC | 2,121 | $468.9K | 0.49% | +2,121 | New |
| Mosley Wealth Management | 2,015 | $467.0K | 0.32% | +225+12.6% | Added |
| Michael S. Ryan, Inc. | 2,110 | $466.5K | 0.33% | −235−10.0% | Reduced |
| Affinity Capital Advisors, LLC | 2,105 | $465.4K | 0.09% | −86−3.9% | Reduced |
| Peak Asset Management, LLC | 2,101 | $464.5K | 0.09% | 00.0% | Unchanged |