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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Staley Capital Advisers Inc | 23,107 | $5.11M | 0.23% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 22,975 | $5.08M | 2.69% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 22,955 | $5.07M | 0.83% | −100−0.4% | Reduced |
| Hallmark Capital Management Inc | 22,946 | $5.07M | 0.38% | −639−2.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 22,796 | $5.04M | 0.10% | −1,535−6.3% | Reduced |
| Stonebridge Capital Advisors LLC | 22,559 | $4.99M | 0.41% | −256−1.1% | Reduced |
| Money Concepts Capital Corp | 22,470 | $4.97M | 0.38% | −691−3.0% | Reduced |
| Eastern Bank | 22,453 | $4.96M | 0.09% | +20,949+1,392.9% | Added |
| Modera Wealth Management, LLC | 22,414 | $4.96M | 0.06% | +2,915+14.9% | Added |
| Washington Trust Advisors, Inc. | 22,346 | $4.94M | 0.43% | +18+0.1% | Added |
| Allen Capital Group, LLC | 22,246 | $4.92M | 0.62% | +408+1.9% | Added |
| Baader Bank INC | 22,342 | $4.92M | 0.41% | −516−2.3% | Reduced |
| Regal Investment Advisors LLC | 22,208 | $4.91M | 0.34% | +3,270+17.3% | Added |
| Viking Fund Management LLC | 22,200 | $4.91M | 0.80% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 22,150 | $4.90M | 0.26% | +22,150 | New |
| Mission Wealth Management, LP | 22,145 | $4.90M | 0.12% | +262+1.2% | Added |
| Crestwood Advisors Group LLC | 22,116 | $4.89M | 0.09% | +7,044+46.7% | Added |
| XTX Topco Ltd | 21,923 | $4.85M | 0.35% | +21,923 | New |
| IFP Advisors, Inc | 21,584 | $4.77M | 0.17% | +1,318+6.5% | Added |
| Next Level Private LLC | 21,512 | $4.76M | 1.95% | +59+0.3% | Added |
| Rothschild Investment LLC | 21,421 | $4.74M | 0.31% | −87−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 21,381 | $4.73M | 0.33% | −710−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 21,345 | $4.72M | 0.38% | +76+0.4% | Added |
| American Investment Services, Inc. | 21,325 | $4.71M | 0.79% | +3,430+19.2% | Added |
| Stonebridge Capital Management Inc | 21,266 | $4.70M | 1.87% | −350−1.6% | Reduced |
| Northcape Wealth Management, LLC | 21,168 | $4.68M | 1.53% | −40−0.2% | Reduced |
| United Services Automobile Association | 21,163 | $4.68M | 0.12% | −4,576−17.8% | Reduced |
| Busey Wealth Management | 21,135 | $4.67M | 0.15% | −3,618−14.6% | Reduced |
| Signature Wealth Management Group | 21,054 | $4.65M | 1.87% | +302+1.5% | Added |
| Clean Yield Group | 20,936 | $4.63M | 1.47% | −1,498−6.7% | Reduced |
| Mengis Capital Management, Inc. | 20,833 | $4.61M | 0.91% | −1,349−6.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,800 | $4.60M | 0.44% | −2,615−11.2% | Reduced |
| Perigon Wealth Management, LLC | 20,747 | $4.59M | 0.12% | −11,176−35.0% | Reduced |
| Herold Advisors, Inc. | 20,710 | $4.58M | 0.99% | +48+0.2% | Added |
| Bontempo Ohly Capital Mgmt LLC | 20,529 | $4.54M | 2.07% | −213−1.0% | Reduced |
| SGL Investment Advisors, Inc. | 21,699 | $4.53M | 2.33% | +21,699 | New |
| Schonfeld Strategic Advisors LLC | 20,466 | $4.52M | 0.04% | −1,640−7.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 20,451 | $4.52M | 0.85% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 20,418 | $4.51M | 1.96% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 20,409 | $4.51M | 0.10% | +20,409 | New |
| Strengthening Families & Communities, LLC | 20,304 | $4.49M | 1.15% | +555+2.8% | Added |
| Old Port Advisors | 20,298 | $4.49M | 1.25% | −260−1.3% | Reduced |
| Good Life Advisors, LLC | 20,194 | $4.46M | 0.27% | +10,304+104.2% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.45M | 1.49% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 20,082 | $4.44M | 0.98% | −631−3.0% | Reduced |
| Charter Research & Investment Group, Inc. | 20,023 | $4.43M | 3.26% | +48+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $4.42M | 0.53% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 19,839 | $4.39M | 0.09% | +2,703+15.8% | Added |
| IHT Wealth Management, LLC | 19,829 | $4.38M | 0.12% | +4,332+28.0% | Added |
| Congress Wealth Management LLC | 19,743 | $4.36M | 0.06% | +7,490+61.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,700 | $4.36M | 0.01% | +19,700 | New |
| Nations Financial Group Inc, | 19,614 | $4.34M | 0.31% | +1,780+10.0% | Added |
| J. W. Coons Advisors, LLC | 19,611 | $4.34M | 1.08% | +290+1.5% | Added |
| Gamco Investors, Inc. Et Al | 19,596 | $4.33M | 0.04% | −1,350−6.4% | Reduced |
| NorthRock Partners, LLC | 19,562 | $4.32M | 0.14% | +982+5.3% | Added |
| Leo Wealth, LLC | 19,550 | $4.32M | 0.39% | +539+2.8% | Added |
| Signaturefd, LLC | 19,526 | $4.32M | 0.08% | −715−3.5% | Reduced |
| Greenleaf Trust | 19,499 | $4.31M | 0.04% | +1,006+5.4% | Added |
| Fayez Sarofim & Co | 19,493 | $4.31M | 0.01% | +2,086+12.0% | Added |
| Strategic Advisors LLC | 19,462 | $4.30M | 0.80% | +65+0.3% | Added |
| Redwood Wealth Management Group, LLC | 19,460 | $4.30M | 2.13% | −530−2.7% | Reduced |
| Westmount Partners, LLC | 19,453 | $4.30M | 1.29% | −304−1.5% | Reduced |
| Shell Asset Management Co | 19,448 | $4.30M | 0.19% | +19,448 | New |
| Carret Asset Management, LLC | 19,400 | $4.29M | 0.47% | +51+0.3% | Added |
| Cypress Capital Group | 19,375 | $4.28M | 0.48% | +3,419+21.4% | Added |
| First Dallas Securities Inc. | 19,207 | $4.25M | 1.77% | −834−4.2% | Reduced |
| Verdence Capital Advisors LLC | 19,102 | $4.22M | 0.34% | +241+1.3% | Added |
| Ballentine Partners, LLC | 19,036 | $4.21M | 0.07% | +5,772+43.5% | Added |
| J.W. Cole Advisors, Inc. | 19,026 | $4.21M | 0.18% | −213−1.1% | Reduced |
| Smithfield Trust Co | 18,929 | $4.18M | 0.21% | −135−0.7% | Reduced |
| NTV Asset Management LLC | 18,786 | $4.15M | 0.56% | −50.0% | Reduced |
| AIMZ Investment Advisors, LLC | 18,782 | $4.15M | 1.42% | +62+0.3% | Added |
| CoreCap Advisors, LLC | 18,755 | $4.15M | 0.20% | +18,755 | New |
| Arkadios Wealth Advisors | 18,735 | $4.14M | 0.23% | +1,380+8.0% | Added |
| Brighton Jones LLC | 18,688 | $4.13M | 0.16% | +922+5.2% | Added |
| Capital Investment Advisory Services, LLC | 18,676 | $4.13M | 0.39% | −3,055−14.1% | Reduced |
| Ingalls & Snyder LLC | 18,656 | $4.12M | 0.16% | −669−3.5% | Reduced |
| Donoghue Forlines LLC | 18,614 | $4.12M | 1.17% | +947+5.4% | Added |
| Wealthcare Advisory Partners LLC | 18,547 | $4.10M | 0.12% | +1,831+11.0% | Added |
| Atlas Wealth LLC | 18,535 | $4.10M | 1.77% | −67−0.4% | Reduced |
| AXS Investments LLC | 18,532 | $4.10M | 1.09% | −4,110−18.2% | Reduced |
| Frank, Rimerman Advisors LLC | 18,526 | $4.10M | 0.29% | −3,548−16.1% | Reduced |
| Leavell Investment Management, Inc. | 18,486 | $4.09M | 0.20% | +4,505+32.2% | Added |
| Moran Wealth Management, LLC | 18,447 | $4.08M | 0.13% | +251+1.4% | Added |
| McDonald Partners LLC | 18,397 | $4.07M | 1.02% | +215+1.2% | Added |
| Hudson Bay Capital Management LP | 18,381 | $4.06M | 0.03% | +18,381 | New |
| Riggs Asset Managment Co. Inc. | 18,372 | $4.06M | 1.11% | −10,638−36.7% | Reduced |
| Montag A & Associates Inc | 18,364 | $4.06M | 0.19% | −26−0.1% | Reduced |
| Paragon Capital Management LLC | 18,353 | $4.06M | 2.10% | −339−1.8% | Reduced |
| Wright Investors Service Inc | 18,341 | $4.05M | 1.06% | −339−1.8% | Reduced |
| Anderson Hoagland & Co | 17,919 | $4.05M | 0.41% | +17,919 | New |
| Burney Co | 18,303 | $4.05M | 0.14% | −335−1.8% | Reduced |
| Game Creek Capital, LP | 18,250 | $4.03M | 2.17% | −20,951−53.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 15,384 | $4.03M | 0.01% | −3,977−20.5% | Reduced |
| Wellington Shields Capital Management, LLC | 18,219 | $4.03M | 0.70% | 00.0% | Unchanged |
| Associated Banc-Corp | 18,215 | $4.03M | 0.12% | −70−0.4% | Reduced |
| Haverford Trust Co | 18,134 | $4.01M | 0.04% | +10.0% | Added |
| Chesley Taft & Associates LLC | 18,116 | $4.01M | 0.19% | +1,150+6.8% | Added |
| E Fund Management Co., Ltd. | 18,076 | $4.00M | 0.21% | +3,097+20.7% | Added |
| Wetherby Asset Management Inc | 18,071 | $4.00M | 0.18% | −183−1.0% | Reduced |