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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 1,072 | $237.0K | 0.14% | +1,059+8,146.2% | Added |
| Chapin Davis, Inc. | 1,071 | $236.8K | 0.08% | +1,071 | New |
| Calton & Associates, Inc. | 1,070 | $236.8K | 0.09% | +1,070 | New |
| Peterson Financial Group, Inc. | 1,070 | $236.6K | 0.91% | +1,070 | New |
| Union Heritage Capital, LLC | 1,070 | $236.6K | 0.09% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,070 | $236.4K | 0.06% | +1,070 | New |
| IAM Advisory, LLC | 1,069 | $236.3K | 0.06% | +1,069 | New |
| Red Mountain Financial, LLC | 1,068 | $236.1K | 0.25% | +1,068 | New |
| Strategic Investment Advisors | 1,063 | $235.1K | 0.03% | +1,063 | New |
| Duncan Williams Asset Management, LLC | 1,060 | $234.3K | 0.13% | +1,060 | New |
| Avalon Trust Co | 1,054 | $233.0K | 0.02% | −307−22.6% | Reduced |
| V2 Financial group LLC | 1,050 | $232.1K | 0.15% | −50−4.5% | Reduced |
| NCP Inc. | 1,050 | $232.1K | 0.13% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,050 | $232.1K | 0.09% | +1,050 | New |
| Hardin Capital Partners, LLC | 1,015 | $232.0K | 0.13% | −200−16.5% | Reduced |
| Atlas Wealth Partners, LLC | 1,050 | $232.0K | 0.35% | +1,050 | New |
| Sunpointe, LLC | 1,044 | $230.8K | 0.19% | +1,044 | New |
| IMS Capital Management | 1,042 | $230.4K | 0.10% | −25−2.3% | Reduced |
| Dash Acquisitions Inc. | 1,072 | $230.1K | 0.06% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,041 | $230.1K | 0.18% | +1,041 | New |
| Legacy Financial Strategies, LLC | 1,039 | $229.8K | 0.05% | +1,039 | New |
| Well Done, LLC | 1,039 | $229.7K | 0.04% | +1,039 | New |
| MGB Wealth Management, LLC | 1,039 | $229.5K | 0.08% | +1,039 | New |
| Lakeshore Financial Planning, Inc. | 1,035 | $228.9K | 0.10% | +1,035 | New |
| ShankerValleau Wealth Advisors, Inc. | 1,035 | $228.8K | 0.08% | +1,035 | New |
| Iron Financial, LLC | 1,034 | $228.7K | 0.12% | +1,034 | New |
| Thompson Davis & Co., Inc. | 1,034 | $228.7K | 0.17% | +1,034 | New |
| Bridgewealth Advisory Group, LLC | 1,033 | $228.4K | 0.08% | +1,033 | New |
| Finer Wealth Management, Inc. | 1,032 | $228.2K | 0.14% | +1,032 | New |
| Altiora Financial Group, LLC | 1,032 | $228.2K | 0.05% | +1,032 | New |
| Enzi Wealth | 968 | $227.6K | 0.09% | +968 | New |
| Triton Wealth Management, PLLC | 1,036 | $227.6K | 0.13% | +1,036 | New |
| Pflug Koory, LLC | 1,029 | $227.5K | 0.11% | +1,029 | New |
| Dillon & Associates Inc | 1,027 | $227.0K | 0.03% | +1,027 | New |
| Fountainhead AM, LLC | 1,026 | $226.9K | 0.05% | −234−18.6% | Reduced |
| Keebeck Wealth Management, LLC | 1,022 | $225.9K | 0.03% | +1,022 | New |
| First National Bank of Hutchinson | 1,020 | $225.5K | 0.15% | +1,020 | New |
| Mairs & Power Inc | 1,017 | $224.8K | 0.00% | +1,017 | New |
| Pacific Capital Wealth Advisors, Inc | 1,014 | $224.2K | 0.04% | +6+0.6% | Added |
| RVW Wealth, LLC | 1,012 | $223.7K | 0.02% | −250−19.8% | Reduced |
| Atwater Malick LLC | 1,011 | $223.5K | 0.07% | +1,011 | New |
| Kingdom Financial Group LLC. | 1,011 | $223.5K | 0.17% | +1,011 | New |
| REDW Wealth LLC | 1,009 | $223.1K | 0.06% | +1,009 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,010 | $223.0K | 0.03% | −234−18.8% | Reduced |
| Summit Wealth Group, LLC | 1,011 | $223.0K | 0.06% | +1,011 | New |
| Lloyd Advisory Services, LLC. | 1,007 | $222.6K | 0.11% | +1,007 | New |
| Kozak & Associates, Inc. | 952 | $222.4K | 0.05% | +8+0.8% | Added |
| Keebeck Alpha, LP | 1,005 | $222.2K | 0.14% | −184−15.5% | Reduced |
| Northstar Group, Inc. | 1,003 | $221.8K | 0.04% | +1,003 | New |
| Pettinga Financial Advisors, LLC | 1,001 | $221.4K | 0.05% | +1,001 | New |
| Crane Advisory, LLC | 968 | $221.3K | 0.04% | +968 | New |
| Old Second National Bank of Aurora | 1,000 | $221.1K | 0.05% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $221.1K | 0.07% | 00.0% | Unchanged |
| Robotti Robert | 1,000 | $221.1K | 0.03% | +1,000 | New |
| Godshalk Welsh Capital Management, Inc. | 1,000 | $221.1K | 0.14% | +1,000 | New |
| Easterly Investment Partners LLC | 1,000 | $221.1K | 0.02% | +1,000 | New |
| Spectrum Wealth Advisory Group, LLC | 1,000 | $221.1K | 0.12% | +1,000 | New |
| Cobblestone Asset Management LLC | 1,000 | $221.1K | 0.13% | +1,000 | New |
| Cannon Financial Strategists, Inc. | 1,000 | $221.1K | 0.04% | +1,000 | New |
| Private Capital Advisors, Inc. | 1,000 | $221.0K | 0.02% | +1,000 | New |
| J. L. Bainbridge & Co., Inc. | 998 | $220.6K | 0.02% | +998 | New |
| Clarity Financial LLC | 996 | $220.3K | 0.03% | +996 | New |
| Blue Barn Wealth, LLC | 996 | $220.2K | 0.11% | +996 | New |
| Lavaca Capital LLC | 993 | $219.5K | 0.11% | +993 | New |
| KilterHowling LLC | 991 | $219.1K | 0.14% | +991 | New |
| Edgemoor Investment Advisors, Inc. | 989 | $218.6K | 0.02% | +989 | New |
| Redhawk Wealth Advisors, Inc. | 988 | $218.4K | 0.03% | +988 | New |
| Consilio Wealth Advisors, LLC | 985 | $217.8K | 0.09% | +985 | New |
| Schoolcraft Capital LLC | 984 | $217.5K | 0.04% | +984 | New |
| Community Financial Services Group, LLC | 983 | $217.3K | 0.04% | +983 | New |
| Great Waters Wealth Management | 983 | $217.2K | 0.03% | +983 | New |
| Sterling Manor Financial, LLC | 981 | $216.9K | 0.15% | +981 | New |
| Ritter Daniher Financial Advisory LLC | 980 | $216.7K | 0.06% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 980 | $216.7K | 0.09% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,019 | $216.5K | 0.06% | +1+0.1% | Added |
| Connors Investor Services Inc | 978 | $216.2K | 0.02% | +978 | New |
| AtlasMark Financial, Inc | 978 | $216.2K | 0.20% | +978 | New |
| Evermay Wealth Management LLC | 976 | $215.8K | 0.03% | −418−30.0% | Reduced |
| Salomon & Ludwin, LLC | 972 | $214.9K | 0.02% | −1,172−54.7% | Reduced |
| Talisman Wealth Advisors LLC | 972 | $214.8K | 0.23% | +972 | New |
| Iron Horse Wealth Management, LLC | 970 | $214.4K | 0.07% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 969 | $214.2K | 0.05% | +969 | New |
| FRG Family Wealth Advisors LLC | 968 | $214.0K | 0.04% | +968 | New |
| Masso Torrence Wealth Management Inc. | 968 | $213.9K | 0.12% | +968 | New |
| Endowment Wealth Management, Inc. | 965 | $213.3K | 0.14% | +965 | New |
| Regatta Capital Group, LLC | 965 | $213.3K | 0.04% | +965 | New |
| Planning Directions Inc | 964 | $213.1K | 0.13% | +964 | New |
| Invesco, LLC | 964 | $213.1K | 0.09% | +964 | New |
| Sunflower Bank, N.A. | 960 | $212.2K | 0.06% | +960 | New |
| Laffer Tengler Investments | 959 | $212.1K | 0.04% | 00.0% | Unchanged |
| Gould Asset Management LLC | 959 | $212.0K | 0.05% | +959 | New |
| Financial Freedom, LLC | 958 | $211.8K | 0.11% | +7+0.7% | Added |
| Hollow Brook Wealth Management LLC | 954 | $210.9K | 0.06% | +954 | New |
| Pinnacle Family Advisors, LLC | 951 | $210.2K | 0.11% | +951 | New |
| Burton Enright Welch | 950 | $210.0K | 0.05% | +950 | New |
| Y.D. More Investments Ltd | 950 | $210.0K | 0.02% | +17+1.8% | Added |
| Lumbard & Kellner, LLC | 950 | $210.0K | 0.09% | +950 | New |
| Cascade Investment Advisors, Inc. | 950 | $210.0K | 0.13% | +950 | New |
| Howard Bailey Securities, LLC | 949 | $209.8K | 0.08% | +949 | New |
| Alan B. Lancz & Associates, Inc. | 946 | $209.1K | 0.19% | +946 | New |