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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 18,032 | $3.99M | 1.91% | +90+0.5% | Added |
| Exeter Financial, LLC | 17,964 | $3.97M | 1.76% | −290−1.6% | Reduced |
| TD Private Client Wealth LLC | 17,935 | $3.97M | 0.11% | +30.0% | Added |
| AIA Group Ltd | 17,865 | $3.95M | 0.10% | −2,592−12.7% | Reduced |
| Moneta Group Investment Advisors LLC | 17,858 | $3.95M | 0.06% | −234−1.3% | Reduced |
| Pettee Investors, Inc. | 17,852 | $3.95M | 1.92% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 17,849 | $3.95M | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 17,844 | $3.94M | 0.38% | +364+2.1% | Added |
| AMG National Trust Bank | 17,734 | $3.92M | 0.11% | −4,556−20.4% | Reduced |
| Axxcess Wealth Management, LLC | 17,666 | $3.91M | 0.10% | +1,705+10.7% | Added |
| Canada Pension Plan Investment Board | 17,631 | $3.90M | 0.00% | −208,023−92.2% | Reduced |
| Citadel Investment Advisory, Inc. | 17,626 | $3.90M | 2.05% | −40−0.2% | Reduced |
| Park Avenue Securities LLC | 17,495 | $3.87M | 0.04% | −1,394−7.4% | Reduced |
| N.E.W. Advisory Services LLC | 17,430 | $3.85M | 0.38% | −967−5.3% | Reduced |
| Zhang Financial LLC | 17,391 | $3.84M | 0.24% | +74+0.4% | Added |
| HBK Sorce Advisory LLC | 17,377 | $3.84M | 0.12% | +483+2.9% | Added |
| Venture Visionary Partners LLC | 17,302 | $3.83M | 0.17% | −4,281−19.8% | Reduced |
| Providence Capital Advisors, LLC | 17,288 | $3.82M | 0.76% | +84+0.5% | Added |
| Merit Financial Group, LLC | 17,281 | $3.82M | 0.09% | −332−1.9% | Reduced |
| Agf Management Ltd | 17,246 | $3.81M | 0.02% | +1,586+10.1% | Added |
| EagleClaw Capital Managment, LLC | 17,127 | $3.79M | 0.63% | −600−3.4% | Reduced |
| SPC Financial, Inc. | 17,116 | $3.78M | 0.33% | +479+2.9% | Added |
| Pacitti Group Inc. | 17,091 | $3.78M | 1.78% | +1,059+6.6% | Added |
| Atlas Capital Advisors LLC | 16,982 | $3.75M | 0.57% | +3,664+27.5% | Added |
| Stolper Co | 16,976 | $3.75M | 1.23% | +25+0.1% | Added |
| SevenBridge Financial Group, LLC | 17,561 | $3.75M | 0.72% | +585+3.4% | Added |
| Western Wealth Management, LLC | 16,913 | $3.74M | 0.21% | +11,686+223.6% | Added |
| Beech Hill Advisors, Inc. | 16,906 | $3.74M | 1.42% | +50.0% | Added |
| S&CO Inc | 16,888 | $3.73M | 0.24% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,882 | $3.73M | 0.14% | +372+2.3% | Added |
| Bangor Savings Bank | 16,860 | $3.73M | 0.35% | −111−0.7% | Reduced |
| C2C Wealth Management, LLC | 18,029 | $3.73M | 3.47% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 16,800 | $3.71M | 0.03% | +65+0.4% | Added |
| Plimoth Trust Co LLC | 16,782 | $3.71M | 0.93% | +56+0.3% | Added |
| Sky Investment Group LLC | 16,734 | $3.70M | 0.66% | −220−1.3% | Reduced |
| Integrated Advisors Network LLC | 16,699 | $3.69M | 0.18% | −16,564−49.8% | Reduced |
| Trust Co of Toledo NA | 16,689 | $3.69M | 0.50% | −1,504−8.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 16,616 | $3.67M | 0.28% | +1,531+10.1% | Added |
| Joel Isaacson & Co., LLC | 16,594 | $3.67M | 0.17% | +9+0.1% | Added |
| 180 Wealth Advisors, LLC | 16,587 | $3.67M | 0.58% | −438−2.6% | Reduced |
| GYL Financial Synergies, LLC | 16,577 | $3.66M | 0.28% | −3,962−19.3% | Reduced |
| Farther Finance Advisors, LLC | 16,560 | $3.66M | 0.14% | +5,597+51.1% | Added |
| Brookstone Capital Management | 16,548 | $3.66M | 0.05% | +210+1.3% | Added |
| Inspire Trust Co, N.A. | 16,525 | $3.65M | 1.01% | +1,000+6.4% | Added |
| Chicago Partners Investment Group LLC | 15,680 | $3.65M | 0.13% | +1,813+13.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 16,507 | $3.65M | 0.18% | −4,290−20.6% | Reduced |
| Field & Main Bank | 16,469 | $3.64M | 1.30% | −75−0.5% | Reduced |
| Spinnaker Trust | 16,467 | $3.64M | 0.22% | −1,141−6.5% | Reduced |
| Naples Global Advisors, LLC | 16,420 | $3.63M | 0.34% | +241+1.5% | Added |
| Leelyn Smith, LLC | 16,399 | $3.63M | 0.65% | −157−0.9% | Reduced |
| St. Clair Advisors, LLC | 16,301 | $3.60M | 1.02% | 00.0% | Unchanged |
| Core Alternative Capital | 16,235 | $3.59M | 0.69% | −10−0.1% | Reduced |
| United Capital Management of KS, Inc. | 16,218 | $3.59M | 0.78% | +173+1.1% | Added |
| Old Point Trust & Financial Services N A | 16,209 | $3.58M | 1.29% | −510−3.1% | Reduced |
| Proequities, Inc. | 16,183 | $3.58M | 0.21% | +1,418+9.6% | Added |
| Eagle Rock Investment Company, LLC | 15,939 | $3.52M | 0.59% | −471−2.9% | Reduced |
| V-Square Quantitative Management LLC | 15,930 | $3.52M | 0.52% | +915+6.1% | Added |
| SeaCrest Wealth Management, LLC | 15,925 | $3.52M | 0.38% | +72+0.5% | Added |
| Grimes & Company, Inc. | 15,923 | $3.52M | 0.10% | +123+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,912 | $3.52M | 0.31% | +1,017+6.8% | Added |
| Diversified Trust Co | 15,902 | $3.52M | 0.09% | −45−0.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 15,889 | $3.51M | 0.31% | −1,061−6.3% | Reduced |
| Commonwealth Retirement Investments LLC | 15,861 | $3.51M | 1.47% | +1,091+7.4% | Added |
| Diversify Advisory Services, LLC | 15,089 | $3.50M | 0.19% | −3,637−19.4% | Reduced |
| Meeder Advisory Services, Inc. | 15,849 | $3.50M | 0.23% | +788+5.2% | Added |
| Surience Private Wealth LLC | 15,730 | $3.48M | 3.55% | +15,730 | New |
| Affinity Investment Advisors, LLC | 15,699 | $3.47M | 2.38% | −14−0.1% | Reduced |
| Principal Securities, Inc. | 15,627 | $3.45M | 0.08% | −10,283−39.7% | Reduced |
| Cacti Asset Management LLC | 15,600 | $3.45M | 0.26% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 14,790 | $3.44M | 0.33% | +3,660+32.9% | Added |
| Ipswich Investment Management Co., Inc. | 15,544 | $3.44M | 0.80% | −100−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,496 | $3.43M | 0.24% | +4,549+41.6% | Added |
| Abundance Wealth Counselors | 15,472 | $3.42M | 0.71% | +15,472 | New |
| Leonteq Securities AG | 15,462 | $3.42M | 0.40% | −30,359−66.3% | Reduced |
| North Star Investment Management Corp. | 15,445 | $3.41M | 0.24% | −115−0.7% | Reduced |
| Pittenger & Anderson Inc | 15,435 | $3.41M | 0.13% | +175+1.1% | Added |
| Fisher Asset Management, LLC | 15,420 | $3.41M | 0.00% | −2,197−12.5% | Reduced |
| Edmp, Inc. | 15,377 | $3.40M | 2.79% | −203−1.3% | Reduced |
| Bill Few Associates, Inc. | 15,375 | $3.40M | 1.21% | +666+4.5% | Added |
| Los Angeles Capital Management LLC | 15,326 | $3.39M | 0.01% | +3,801+33.0% | Added |
| Nomura Holdings Inc | 15,233 | $3.37M | 0.03% | −46,762−75.4% | Reduced |
| Birinyi Associates Inc | 15,210 | $3.36M | 0.97% | −10,203−40.1% | Reduced |
| Kovack Advisors, Inc. | 15,187 | $3.36M | 0.36% | +1,345+9.7% | Added |
| ZWJ Investment Counsel Inc | 15,159 | $3.35M | 0.14% | −832−5.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 15,156 | $3.35M | 0.23% | +450+3.1% | Added |
| Alliance Wealth Advisors, LLC | 15,146 | $3.35M | 0.88% | +913+6.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 15,146 | $3.35M | 0.09% | −2,346−13.4% | Reduced |
| Allegheny Financial Group LTD | 15,116 | $3.34M | 0.83% | +3,388+28.9% | Added |
| Hills Bank & Trust Co | 15,077 | $3.33M | 0.25% | −269−1.8% | Reduced |
| Fca Corp | 15,036 | $3.32M | 1.02% | +221+1.5% | Added |
| Aptus Capital Advisors, LLC | 15,006 | $3.32M | 0.05% | +7,095+89.7% | Added |
| Allen Investment Management LLC | 15,000 | $3.32M | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 14,995 | $3.32M | 0.24% | −684−4.4% | Reduced |
| Widmann Financial Services, Inc. | 14,934 | $3.30M | 2.50% | −46−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 14,830 | $3.28M | 0.11% | −730−4.7% | Reduced |
| Citizens Financial Group Inc | 14,815 | $3.28M | 0.07% | +302+2.1% | Added |
| Larson Financial Group LLC | 14,777 | $3.27M | 0.19% | +5,755+63.8% | Added |
| Klingenstein Fields & Co LP | 14,755 | $3.26M | 0.13% | −160−1.1% | Reduced |
| Gotham Asset Management, LLC | 14,749 | $3.26M | 0.03% | −27,978−65.5% | Reduced |
| First Hawaiian Bank | 14,737 | $3.26M | 0.10% | +39+0.3% | Added |