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 |
|---|---|---|---|---|---|
| CAP Partners, LLC | 2,100 | $464.3K | 0.35% | +13+0.6% | Added |
| Mindset Wealth Management, LLC | 2,100 | $464.3K | 0.19% | +2,100 | New |
| Revisor Wealth Management LLC | 2,092 | $462.5K | 0.29% | −157−7.0% | Reduced |
| Roundview Capital LLC | 2,092 | $462.5K | 0.03% | +164+8.5% | Added |
| Cohen & Steers, Inc. | 2,084 | $461.0K | 0.00% | −13−0.6% | Reduced |
| Charles Schwab Trust Co | 2,083 | $460.5K | 0.04% | −11,010−84.1% | Reduced |
| Almanack Investment Partners, LLC. | 2,081 | $460.1K | 0.07% | +97+4.9% | Added |
| Holistic Planning, LLC | 2,080 | $459.8K | 0.19% | +2,080 | New |
| Meadow Creek Wealth Advisors LLC | 2,078 | $459.4K | 0.36% | +582+38.9% | Added |
| Alliance Wealth Management Group | 2,078 | $459.3K | 0.12% | +10.0% | Added |
| Summit Global Investments | 2,078 | $459.0K | 0.03% | −10.0% | Reduced |
| Marietta Wealth Management, LLC | 2,076 | $459.0K | 0.07% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 2,068 | $457.0K | 0.20% | −57−2.7% | Reduced |
| Narus Financial Partners, LLC | 2,063 | $456.1K | 0.16% | +77+3.9% | Added |
| Relyea Zuckerberg Hanson LLC | 2,059 | $455.2K | 0.07% | +232+12.7% | Added |
| Chelsea Counsel Co | 2,055 | $454.3K | 0.22% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,055 | $454.3K | 0.04% | +14+0.7% | Added |
| Cape Cod Five Cents Savings Bank | 2,053 | $453.9K | 0.04% | −170−7.6% | Reduced |
| OMNI 360 Wealth, Inc. | 2,051 | $453.4K | 0.31% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,050 | $453.2K | 0.05% | +306+17.5% | Added |
| Ellenbecker Investment Group | 2,049 | $453.2K | 0.09% | +46+2.3% | Added |
| Keb Asset Management, LLC | 2,049 | $452.9K | 0.14% | +203+11.0% | Added |
| McGuire Investment Group, LLC | 2,048 | $452.8K | 0.06% | +12+0.6% | Added |
| Shotwell Rutter Baer Inc | 2,002 | $452.3K | 0.37% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 2,045 | $452.1K | 0.30% | +74+3.8% | Added |
| McGowan Group Asset Management, Inc. | 2,044 | $451.9K | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,043 | $451.7K | 0.09% | −190−8.5% | Reduced |
| Paulson Wealth Management Inc. | 2,043 | $451.7K | 0.12% | +34+1.7% | Added |
| Key Financial Inc | 2,042 | $451.4K | 0.10% | −45−2.2% | Reduced |
| Values Added Financial LLC | 2,041 | $451.2K | 0.28% | +11+0.5% | Added |
| Systematic Alpha Investments, LLC | 2,040 | $451.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $450.1K | 0.04% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,017 | $446.0K | 0.21% | −24−1.2% | Reduced |
| Nadler Financial Group, Inc. | 2,015 | $445.5K | 0.05% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,153 | $445.0K | 0.12% | −97−4.3% | Reduced |
| Carolina Wealth Advisors, LLC | 2,011 | $444.6K | 0.23% | +3+0.1% | Added |
| DRW Securities, LLC | 2,010 | $444.4K | 0.02% | −5,675−73.8% | Reduced |
| Human Investing LLC | 2,008 | $443.9K | 0.08% | +45+2.3% | Added |
| Ontario Teachers Pension Plan Board | 2,005 | $443.3K | 0.00% | −4,233−67.9% | Reduced |
| Moseley Investment Management Inc | 2,002 | $442.7K | 0.18% | −57−2.8% | Reduced |
| Ambassador Advisors, LLC | 2,002 | $442.6K | 0.08% | +18+0.9% | Added |
| Bramshill Investments, LLC | 2,000 | $442.2K | 0.05% | −1,479−42.5% | Reduced |
| Ergawealth Advisors, Inc. | 2,000 | $442.2K | 0.22% | −4−0.2% | Reduced |
| McIlrath & Eck, LLC | 1,998 | $441.7K | 0.06% | +45+2.3% | Added |
| Fairview Capital Investment Management, LLC | 1,998 | $441.7K | 0.02% | +1,998 | New |
| Hummer Financial Advisory Services Inc | 1,991 | $440.2K | 0.35% | −50−2.4% | Reduced |
| Camden Capital, LLC | 1,988 | $439.5K | 0.05% | +183+10.1% | Added |
| Buffington Mohr McNeal | 1,987 | $439.3K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 1,986 | $439.2K | 0.03% | +1,986 | New |
| Financial Advisors, LLC | 1,986 | $439.1K | 0.08% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 1,984 | $438.6K | 0.16% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,981 | $438.0K | 0.05% | −17−0.9% | Reduced |
| Lakeside Advisors, INC. | 1,980 | $437.7K | 0.28% | −695−26.0% | Reduced |
| Phoenix Wealth Advisors | 1,978 | $437.3K | 0.20% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,977 | $437.1K | 0.02% | +19+1.0% | Added |
| Bank of Hawaii | 1,976 | $436.9K | 0.02% | −353−15.2% | Reduced |
| Hyperion Partners, LLC | 1,975 | $436.6K | 0.28% | −39−1.9% | Reduced |
| Whalerock Point Partners, LLC | 1,966 | $434.6K | 0.10% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,959 | $433.1K | 0.14% | +15+0.8% | Added |
| W Advisors, LLC | 1,959 | $433.1K | 0.27% | +12+0.6% | Added |
| CNB Bank | 1,954 | $432.0K | 0.20% | −231−10.6% | Reduced |
| Union Savings Bank | 1,954 | $432.0K | 0.21% | −65−3.2% | Reduced |
| Prostatis Group LLC | 1,951 | $431.2K | 0.14% | +317+19.4% | Added |
| PSI Advisors, LLC | 1,951 | $431.2K | 0.13% | −59−2.9% | Reduced |
| Arbor Investment Advisors, LLC | 1,950 | $431.1K | 0.06% | +1,950 | New |
| Voya Financial Advisors, Inc. | 1,950 | $430.6K | 0.05% | −494−20.2% | Reduced |
| Syverson Strege & Co | 1,937 | $428.3K | 0.14% | −157−7.5% | Reduced |
| Sittner & Nelson, LLC | 1,935 | $427.9K | 0.19% | −25−1.3% | Reduced |
| Summit Wealth Partners, LLC | 1,934 | $427.5K | 0.08% | +101+5.5% | Added |
| Meridian Financial Partners LLC | 1,926 | $426.0K | 0.22% | +85+4.6% | Added |
| Gradient Investments LLC | 1,923 | $425.2K | 0.01% | −622−24.4% | Reduced |
| Capital Counsel LLC | 1,921 | $424.7K | 0.02% | +21+1.1% | Added |
| Rosenberg Matthew Hamilton | 1,920 | $424.6K | 0.11% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,920 | $424.5K | 0.07% | −487−20.2% | Reduced |
| Fagan Associates, Inc. | 1,920 | $424.5K | 0.07% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,918 | $424.0K | 0.09% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,915 | $423.4K | 0.02% | +22+1.2% | Added |
| Argus Investors' Counsel, Inc. | 1,907 | $421.6K | 0.28% | +1,907 | New |
| Lyell Wealth Management, LP | 1,906 | $421.4K | 0.04% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,905 | $421.2K | 0.10% | +377+24.7% | Added |
| Silvia McColl Wealth Management, LLC | 1,901 | $420.3K | 0.31% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,901 | $420.3K | 0.12% | +15+0.8% | Added |
| Advisory Services & Investments, LLC | 1,899 | $419.8K | 0.29% | +1,899 | New |
| Clarus Wealth Advisors | 1,848 | $419.7K | 0.21% | −189−9.3% | Reduced |
| Lee Financial Co | 1,898 | $419.6K | 0.06% | +244+14.8% | Added |
| von Borstel & Associates, Inc. | 1,894 | $418.0K | 0.24% | +1,894 | New |
| Vista Capital Partners, Inc. | 1,889 | $417.5K | 0.05% | −138−6.8% | Reduced |
| Highland Capital Management, LLC | 1,888 | $417.4K | 0.02% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,886 | $417.0K | 0.18% | −87−4.4% | Reduced |
| Central Bank & Trust Co | 1,876 | $414.7K | 0.06% | +66+3.6% | Added |
| CVA Family Office, LLC | 1,876 | $414.7K | 0.07% | +80+4.5% | Added |
| Rebalance, LLC | 1,875 | $414.6K | 0.03% | +296+18.7% | Added |
| Riverview Trust Co | 1,874 | $414.3K | 0.36% | −34−1.8% | Reduced |
| Schmidt P J Investment Management Inc | 1,870 | $413.4K | 0.07% | 00.0% | Unchanged |
| Morton Capital Management LLC | 1,867 | $412.8K | 0.08% | +5+0.3% | Added |
| Fundamentun, LLC | 1,866 | $412.7K | 0.03% | +1,866 | New |
| Presilium Private Wealth, LLC | 1,863 | $411.9K | 0.09% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,861 | $411.4K | 0.09% | −182−8.9% | Reduced |
| MCF Advisors LLC | 1,860 | $411.2K | 0.03% | +15+0.8% | Added |
| Community Bank of Raymore | 1,860 | $411.2K | 0.31% | 00.0% | Unchanged |