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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 1,650 | $364.9K | 0.21% | +35+2.2% | Added |
| Central Pacific Bank - Trust Division | 1,649 | $364.6K | 0.05% | +470+39.9% | Added |
| LWM Advisory Services, LLC | 1,648 | $364.3K | 0.27% | +373+29.3% | Added |
| Paragon Financial Partners, Inc. | 1,645 | $363.7K | 0.27% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,707 | $363.4K | 0.18% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 1,644 | $363.4K | 0.17% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 1,641 | $362.9K | 0.23% | −150−8.4% | Reduced |
| Prelude Capital Management, LLC | 1,638 | $362.1K | 0.03% | +135+9.0% | Added |
| Raab & Moskowitz Asset Management LLC | 1,626 | $359.5K | 0.09% | +22+1.4% | Added |
| Planning Center, Inc. | 1,625 | $359.3K | 0.04% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,625 | $359.3K | 0.02% | +58+3.7% | Added |
| Resolute Wealth Strategies, LLC | 1,623 | $358.8K | 0.19% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,621 | $358.4K | 0.14% | +278+20.7% | Added |
| Blodgett Wealth Advisors, LLC | 1,618 | $357.7K | 0.30% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,614 | $356.8K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,613 | $356.6K | 0.10% | +88+5.8% | Added |
| Annex Advisory Services, LLC | 1,612 | $356.3K | 0.01% | −101−5.9% | Reduced |
| ERn Financial, LLC | 1,611 | $356.1K | 0.05% | +6+0.4% | Added |
| Diamant Asset Management, Inc. | 1,610 | $355.9K | 0.22% | +160+11.0% | Added |
| FSB Premier Wealth Management, Inc. | 1,606 | $355.1K | 0.15% | +4+0.2% | Added |
| S&T Bank | 1,604 | $355.0K | 0.09% | +222+16.1% | Added |
| TAP Consulting, LLC | 1,604 | $354.7K | 0.07% | +7+0.4% | Added |
| WR Wealth Planners, LLC | 1,604 | $354.6K | 0.10% | −38−2.3% | Reduced |
| International Private Wealth Advisors LLC | 1,600 | $353.7K | 0.52% | −86−5.1% | Reduced |
| Embree Financial Group | 1,595 | $352.6K | 0.06% | +62+4.0% | Added |
| Beacon Investment Advisors LLC | 1,594 | $352.4K | 0.17% | +5+0.3% | Added |
| M. Kulyk & Associates, LLC | 1,588 | $351.1K | 0.07% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,585 | $350.4K | 0.10% | −109−6.4% | Reduced |
| Brady Family Wealth, LLC | 1,585 | $350.4K | 0.11% | +1,585 | New |
| Horan Securities, Inc. | 1,583 | $349.9K | 0.14% | +74+4.9% | Added |
| Blackston Financial Advisory Group, LLC | 1,581 | $349.5K | 0.18% | −732−31.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,579 | $349.1K | 0.25% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,576 | $348.3K | 0.21% | −47−2.9% | Reduced |
| Miracle Mile Advisors, LLC | 1,567 | $346.4K | 0.01% | −73−4.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,567 | $346.4K | 0.19% | +54+3.6% | Added |
| TruNorth Capital Management, LLC | 1,565 | $346.1K | 0.10% | +118+8.2% | Added |
| Guardian Wealth Advisors, LLC | 1,565 | $346.0K | 0.04% | −82−5.0% | Reduced |
| Counterweight Ventures, LLC | 1,565 | $346.0K | 0.24% | +1,565 | New |
| FSC Wealth Advisors, LLC | 1,560 | $344.9K | 0.25% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,549 | $342.5K | 0.05% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,549 | $342.0K | 0.27% | +4+0.3% | Added |
| Twin Lakes Capital Management, LLC | 1,543 | $341.2K | 0.22% | +4+0.3% | Added |
| NBW Capital LLC | 1,540 | $340.5K | 0.06% | +158+11.4% | Added |
| Green Harvest Asset Management LLC | 1,537 | $339.9K | 0.01% | +1,537 | New |
| Integral Investment Advisors, Inc. | 1,537 | $339.9K | 0.11% | +34+2.3% | Added |
| Scissortail Wealth Management, LLC | 8 | $338.9K | 0.08% | −1,619−99.5% | Reduced |
| Drive Wealth Management, LLC | 1,532 | $338.7K | 0.09% | +1,532 | New |
| Clarus Group, Inc. | 1,532 | $338.6K | 0.14% | −848−35.6% | Reduced |
| Fort, L.P. | 1,528 | $337.8K | 0.85% | −150−8.9% | Reduced |
| Fragasso Group Inc. | 1,528 | $337.8K | 0.03% | −747−32.8% | Reduced |
| Willis Investment Counsel | 1,528 | $337.8K | 0.02% | +4+0.3% | Added |
| Evernest Financial Advisors, LLC | 1,526 | $337.3K | 0.09% | −21−1.4% | Reduced |
| Birchcreek Wealth Management, LLC | 1,523 | $336.7K | 0.22% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,522 | $336.5K | 0.33% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,522 | $336.4K | 0.19% | +55+3.7% | Added |
| West Paces Advisors Inc. | 1,521 | $336.3K | 0.08% | +1,300+588.2% | Added |
| Palisade Capital Management LLC | 1,518 | $335.6K | 0.01% | −374−19.8% | Reduced |
| VeraBank, N.A. | 1,517 | $335.4K | 0.10% | −16−1.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 1,514 | $334.6K | 0.15% | −303−16.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,511 | $334.0K | 0.05% | +1+0.1% | Added |
| Kahn Brothers Group Inc | 1,508 | $333.8K | 0.06% | +1,508 | New |
| Horizon Advisory Services, Inc. | 1,508 | $333.4K | 0.15% | +224+17.4% | Added |
| Cook Wealth Management Group LLC | 1,625 | $333.0K | 0.17% | +2+0.1% | Added |
| Lansing Street Advisors | 1,503 | $332.3K | 0.12% | +49+3.4% | Added |
| Pacific Sage Partners, LLC | 1,502 | $332.1K | 0.08% | −3−0.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,502 | $332.1K | 0.09% | +1,502 | New |
| Sage Financial Management Group, Inc. | 1,500 | $332.0K | 0.13% | +1,500 | New |
| Kohmann Bosshard Financial Services, LLC | 1,501 | $331.8K | 0.04% | +101+7.2% | Added |
| Fortune Financial Advisors, LLC | 1,500 | $331.6K | 0.30% | −54−3.5% | Reduced |
| New South Capital Management Inc | 1,500 | $331.6K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,500 | $331.6K | 0.05% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 1,500 | $331.6K | 0.08% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,500 | $331.6K | 0.15% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,500 | $331.6K | 0.14% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 1,500 | $331.6K | 0.27% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,494 | $330.3K | 0.05% | −94−5.9% | Reduced |
| Dechtman Wealth Management, LLC | 1,492 | $329.8K | 0.07% | +5+0.3% | Added |
| Advance Capital Management, Inc. | 1,488 | $329.0K | 0.01% | −314−17.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,486 | $329.0K | 0.01% | −677−31.3% | Reduced |
| Advisory Resource Group | 1,488 | $329.0K | 0.07% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 1,488 | $329.0K | 0.26% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 1,485 | $328.3K | 0.07% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,485 | $328.3K | 0.18% | −39−2.6% | Reduced |
| NDVR, Inc. | 1,486 | $328.2K | 0.34% | −59−3.8% | Reduced |
| Proficio Capital Partners LLC | 1,480 | $327.3K | 0.03% | −645−30.4% | Reduced |
| Nelson Capital Management, LLC | 1,478 | $326.8K | 0.06% | +98+7.1% | Added |
| Foguth Wealth Management, LLC. | 1,429 | $326.7K | 0.12% | −133−8.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,475 | $326.2K | 0.17% | +11+0.8% | Added |
| New Republic Capital, LLC | 1,475 | $326.1K | 0.19% | +156+11.8% | Added |
| Planning Capital Management Corp | 1,474 | $325.8K | 0.22% | +81+5.8% | Added |
| Fiducient Advisors LLC | 1,472 | $325.5K | 0.04% | +35+2.4% | Added |
| Cypress Wealth Services, LLC | 1,467 | $324.3K | 0.07% | +71+5.1% | Added |
| MeadowBrook Investment Advisors LLC | 1,466 | $324.1K | 0.29% | −579−28.3% | Reduced |
| Sivia Capital Partners, LLC | 1,461 | $323.1K | 0.19% | +7+0.5% | Added |
| Beck Mack & Oliver LLC | 1,458 | $322.4K | 0.01% | −1,264−46.4% | Reduced |
| Frisch Financial Group, Inc. | 1,456 | $322.0K | 0.10% | −74−4.8% | Reduced |
| Concord Wealth Partners | 1,456 | $321.9K | 0.05% | −481−24.8% | Reduced |
| Hamilton Capital, LLC | 1,554 | $321.2K | 0.02% | −46−2.9% | Reduced |
| Brass Tax Wealth Management, Inc | 1,452 | $321.0K | 0.07% | +1,452 | New |
| Everpar Advisors LLC | 1,452 | $321.0K | 0.17% | +238+19.6% | Added |