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
- 2,941
- +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
- 1,100 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 | 3,496 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| M&G Plc | 43,022 | $9.51M | 0.05% | −4,756−10.0% | Reduced |
| NEOS Investment Management LLC | 42,912 | $9.49M | 0.29% | +8,932+26.3% | Added |
| Edmond de Rothschild Holding S.A. | 42,902 | $9.48M | 0.15% | −1,679−3.8% | Reduced |
| Van Den Berg Management I, Inc | 42,810 | $9.46M | 2.74% | −1,247−2.8% | Reduced |
| L & S Advisors Inc | 42,810 | $9.46M | 0.99% | +42,810 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 42,746 | $9.45M | 1.61% | −1,641−3.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 42,501 | $9.40M | 0.33% | −1,009−2.3% | Reduced |
| Avantax Planning Partners, Inc. | 42,249 | $9.34M | 0.34% | −12,899−23.4% | Reduced |
| Allworth Financial LP | 42,082 | $9.30M | 0.06% | −118−0.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 41,990 | $9.28M | 1.14% | −471−1.1% | Reduced |
| Clearstead Advisors, LLC | 41,879 | $9.26M | 0.14% | −223−0.5% | Reduced |
| Davy Global Fund Management Ltd | 41,746 | $9.23M | 0.96% | 00.0% | Unchanged |
| Ieq Capital, LLC | 41,649 | $9.21M | 0.11% | +1,371+3.4% | Added |
| Dorsey & Whitney Trust CO LLC | 41,624 | $9.20M | 0.49% | +31,762+322.1% | Added |
| Channing Capital Management, LLC | 41,602 | $9.20M | 0.24% | −130−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 41,585 | $9.19M | 0.65% | +21,256+104.6% | Added |
| Nia Impact Advisors, LLC | 41,526 | $9.18M | 3.05% | −6,201−13.0% | Reduced |
| Marathon Capital Management | 41,525 | $9.18M | 2.23% | −200−0.5% | Reduced |
| Addenda Capital Inc. | 41,478 | $9.17M | 0.33% | +20.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 41,408 | $9.15M | 2.19% | −1,527−3.6% | Reduced |
| Columbia Asset Management | 41,295 | $9.13M | 1.61% | −1,688−3.9% | Reduced |
| Clearbridge Investments, LLC | 40,757 | $9.01M | 0.01% | +978+2.5% | Added |
| Advisors Management Group Inc | 40,695 | $9.00M | 2.13% | +348+0.9% | Added |
| Twin Tree Management, LP | 40,557 | $8.97M | 0.21% | +40,557 | New |
| Public Sector Pension Investment Board | 40,396 | $8.93M | 0.05% | +4,900+13.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 40,017 | $8.85M | 4.57% | −296−0.7% | Reduced |
| Fidelity D & D Bancorp Inc | 40,015 | $8.85M | 5.89% | 00.0% | Unchanged |
| Peconic Partners LLC | 40,000 | $8.84M | 0.37% | +40,000 | New |
| Beacon Harbor Wealth Advisors, Inc. | 39,805 | $8.80M | 2.09% | −164−0.4% | Reduced |
| Equitable Holdings, Inc. | 39,723 | $8.78M | 0.09% | +3,357+9.2% | Added |
| Coldstream Capital Management Inc | 39,724 | $8.77M | 0.19% | +22+0.1% | Added |
| Johnson Investment Counsel Inc | 39,576 | $8.75M | 0.09% | +5,998+17.9% | Added |
| Laird Norton Trust Company, LLC | 39,500 | $8.73M | 1.14% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 39,137 | $8.65M | 1.09% | −2,078−5.0% | Reduced |
| Vident Advisory, LLC | 39,093 | $8.64M | 0.22% | +15,072+62.7% | Added |
| Whittier Trust Co | 39,082 | $8.64M | 0.12% | −2,251−5.4% | Reduced |
| Baker Avenue Asset Management, LP | 38,591 | $8.53M | 0.27% | −543−1.4% | Reduced |
| SFE Investment Counsel | 38,518 | $8.52M | 1.77% | +88+0.2% | Added |
| Assetmark, Inc | 38,478 | $8.51M | 0.02% | +2,640+7.4% | Added |
| Sit Investment Associates Inc | 38,457 | $8.50M | 0.19% | −12,895−25.1% | Reduced |
| Foster & Motley Inc | 38,449 | $8.50M | 0.54% | +2,418+6.7% | Added |
| Insight Folios Inc | 38,369 | $8.48M | 3.03% | +1,674+4.6% | Added |
| Montgomery Investment Management Inc | 38,156 | $8.44M | 3.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 37,762 | $8.35M | 0.80% | −1,920−4.8% | Reduced |
| Essex Financial Services, Inc. | 35,779 | $8.31M | 0.60% | −8,604−19.4% | Reduced |
| Mutual Advisors, LLC | 37,826 | $8.26M | 0.24% | −3,118−7.6% | Reduced |
| Dynamic Advisor Solutions LLC | 37,287 | $8.24M | 0.25% | +152+0.4% | Added |
| Meritage Portfolio Management | 37,216 | $8.23M | 0.50% | −801−2.1% | Reduced |
| Shelter Mutual Insurance Co | 38,491 | $8.23M | 1.96% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 37,189 | $8.22M | 0.16% | −75−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 37,114 | $8.21M | 0.27% | −2,292−5.8% | Reduced |
| Romano Brothers and Company | 36,593 | $8.09M | 1.01% | +1,253+3.5% | Added |
| Lathrop Investment Management Corp | 36,578 | $8.09M | 1.50% | −262−0.7% | Reduced |
| Goelzer Investment Management, Inc. | 36,569 | $8.08M | 0.44% | −388−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 36,446 | $8.06M | 0.24% | +1,406+4.0% | Added |
| Warren Averett Asset Management, LLC | 36,182 | $8.00M | 0.15% | −1,105−3.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 36,052 | $7.97M | 0.11% | +110.0% | Added |
| Rathbone Brothers plc | 35,832 | $7.92M | 0.04% | −1,588−4.2% | Reduced |
| Fulton Bank, N.A. | 35,587 | $7.87M | 0.30% | +2,434+7.3% | Added |
| Community Bank & Trust, Waco, Texas | 35,278 | $7.80M | 1.76% | +2,003+6.0% | Added |
| Financial & Tax Architects, LLC | 35,117 | $7.76M | 2.00% | −1,706−4.6% | Reduced |
| Berger Financial Group, Inc | 35,109 | $7.76M | 0.56% | −169−0.5% | Reduced |
| EP Wealth Advisors, LLC | 35,081 | $7.76M | 0.07% | +3,600+11.4% | Added |
| Verity Asset Management, Inc. | 35,014 | $7.74M | 2.91% | −1,082−3.0% | Reduced |
| L2 Asset Management, LLC | 34,909 | $7.72M | 2.10% | +10,281+41.7% | Added |
| Birmingham Capital Management Co Inc | 34,793 | $7.69M | 2.80% | +835+2.5% | Added |
| XML Financial, LLC | 34,424 | $7.61M | 0.71% | −273−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 34,409 | $7.61M | 0.23% | +2,078+6.4% | Added |
| Penserra Capital Management LLC | 34,330 | $7.59M | 0.16% | −569,821−94.3% | Reduced |
| Dodge & Cox | 34,270 | $7.58M | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 34,131 | $7.55M | 0.23% | −71−0.2% | Reduced |
| American Trust Investment Advisors, LLC | 33,845 | $7.48M | 3.06% | −2,468−6.8% | Reduced |
| Strategic Planning Group, LLC | 33,778 | $7.47M | 1.47% | +1,280+3.9% | Added |
| BKD Wealth Advisors, LLC | 33,730 | $7.46M | 0.17% | −2,892−7.9% | Reduced |
| Cohen Klingenstein LLC | 33,715 | $7.45M | 0.26% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 33,468 | $7.40M | 0.10% | +12,527+59.8% | Added |
| New England Asset Management Inc | 33,175 | $7.33M | 1.14% | +975+3.0% | Added |
| Te Ahumairangi Investment Management Ltd | 33,340 | $7.33M | 1.30% | −6,380−16.1% | Reduced |
| KWMG, LLC | 33,069 | $7.31M | 0.74% | −664−2.0% | Reduced |
| TrimTabs Asset Management, LLC | 32,948 | $7.28M | 1.69% | −188−0.6% | Reduced |
| Convergence Investment Partners, LLC | 32,824 | $7.26M | 1.96% | −637−1.9% | Reduced |
| Elevatus Welath Management | 32,691 | $7.23M | 2.36% | +32,691 | New |
| Benson Investment Management Company, Inc. | 32,242 | $7.13M | 2.82% | −3,758−10.4% | Reduced |
| Veriti Management LLC | 32,225 | $7.12M | 0.38% | +4,348+15.6% | Added |
| Moloney Securities Asset Management, LLC | 32,169 | $7.11M | 0.95% | −117−0.4% | Reduced |
| Toth Financial Advisory Corp | 32,024 | $7.08M | 0.84% | −152−0.5% | Reduced |
| HGK Asset Management Inc | 31,964 | $7.07M | 1.31% | −4,074−11.3% | Reduced |
| Mizuho Markets Americas LLC | 31,899 | $7.05M | 0.17% | −2,203−6.5% | Reduced |
| Canandaigua National Bank & Trust Co | 31,795 | $7.03M | 0.67% | −101−0.3% | Reduced |
| Rodgers Brothers Inc. | 31,746 | $7.02M | 0.89% | −98−0.3% | Reduced |
| LaFleur & Godfrey LLC | 31,477 | $6.96M | 0.96% | −12,802−28.9% | Reduced |
| Ar Asset Management Inc | 31,452 | $6.95M | 1.55% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 31,361 | $6.93M | 0.60% | +133+0.4% | Added |
| Bleakley Financial Group, LLC | 31,342 | $6.93M | 0.21% | +592+1.9% | Added |
| 1st Source Bank | 31,244 | $6.91M | 0.39% | +187+0.6% | Added |
| Empirical Finance, LLC | 31,240 | $6.91M | 0.40% | +566+1.8% | Added |
| Sowell Financial Services LLC | 31,085 | $6.87M | 0.32% | −623−2.0% | Reduced |
| Searle & Co. | 30,942 | $6.84M | 1.71% | −1,169−3.6% | Reduced |
| Steel Peak Wealth Management LLC | 30,822 | $6.81M | 0.30% | −59,596−65.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,792 | $6.81M | 0.56% | +4,054+15.2% | Added |