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, Q4 2024
Institutional positions in International Business Machines Corp as of Dec 31, 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
- 3,146
- +265 vs. Q3 2024
- Shares held
- 574.7M
- +11.5M (+2.0%) vs. Q3 2024
- Total value
- $126.2B
- +$2.29B (+1.8%) vs. Q3 2024
- New holders
- 376
- 1,177 more added
- Sold out
- 111
- 1,165 more reduced
59 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Asset Management LLC | 2,243 | $493.0K | 0.44% | −52−2.3% | Reduced |
| LWM Advisory Services, LLC | 2,244 | $493.3K | 0.34% | +596+36.2% | Added |
| Quintet Private Bank (Europe) S.A. | 2,246 | $493.7K | 0.03% | −150−6.3% | Reduced |
| Contravisory Investment Management, Inc. | 2,248 | $494.2K | 0.11% | +2,248 | New |
| KWB Wealth | 2,238 | $494.9K | 0.06% | −28−1.2% | Reduced |
| Yeomans Consulting Group, Inc. | 2,252 | $495.1K | 0.19% | +11+0.5% | Added |
| NWF Advisory Services Inc. | 2,254 | $495.5K | 0.07% | +465+26.0% | Added |
| Evanson Asset Management, LLC | 2,256 | $496.0K | 0.04% | +4+0.2% | Added |
| Flagship Wealth Advisors, LLC | 2,260 | $496.7K | 0.29% | +2,260 | New |
| L.M. Kohn & Company | 2,261 | $497.1K | 0.13% | +23+1.0% | Added |
| Balboa Wealth Partners | 2,261 | $497.1K | 0.11% | −169−7.0% | Reduced |
| Eagle Strategies LLC | 2,262 | $497.3K | 0.09% | −4−0.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,263 | $497.5K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,270 | $499.0K | 0.09% | −230−9.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,276 | $500.3K | 0.11% | +13+0.6% | Added |
| Nautilus Advisors LLC | 2,282 | $501.6K | 0.40% | +2,282 | New |
| Southeast Asset Advisors Inc. | 2,283 | $501.9K | 0.06% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,197 | $502.3K | 0.31% | +182+9.0% | Added |
| CM Wealth Advisors LLC | 2,286 | $502.5K | 0.16% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,286 | $502.6K | 0.15% | −262−10.3% | Reduced |
| Mechanics Bank Trust Department | 2,288 | $503.0K | 0.07% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,288 | $503.0K | 0.03% | +400+21.2% | Added |
| Wealth Management Strategies, Inc. | 2,291 | $503.6K | 0.39% | +2,291 | New |
| WealthShield Partners, LLC | 2,291 | $503.7K | 0.07% | −210−8.4% | Reduced |
| Centric Wealth Management | 2,293 | $504.2K | 0.14% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,295 | $504.5K | 0.03% | +10.0% | Added |
| Sym Financial Corp | 2,299 | $505.4K | 0.07% | +496+27.5% | Added |
| Talbot Financial, LLC | 2,300 | $505.6K | 0.06% | −43−1.8% | Reduced |
| West Branch Capital LLC | 2,305 | $506.8K | 0.16% | +1,390+151.9% | Added |
| Ariadne Wealth Management, LP | 2,024 | $507.9K | 0.23% | +243+13.6% | Added |
| Patrick M Sweeney & Associates, Inc | 2,314 | $508.7K | 0.38% | +5+0.2% | Added |
| King Wealth | 2,314 | $509.0K | 0.07% | −1,253−35.1% | Reduced |
| Hemington Wealth Management | 2,316 | $509.0K | 0.13% | +163+7.6% | Added |
| Watts Gwilliam & Co., LLC | 2,274 | $509.4K | 0.11% | +5+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 2,319 | $509.8K | 0.10% | −125−5.1% | Reduced |
| Cadinha & Co LLC | 2,320 | $510.0K | 0.08% | −200−7.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,321 | $510.6K | 0.09% | +4+0.2% | Added |
| Saturna Capital CORP | 2,324 | $510.9K | 0.01% | +201+9.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,328 | $511.8K | 0.13% | +51+2.2% | Added |
| Financial Security Advisor, Inc. | 2,331 | $512.4K | 0.13% | −36−1.5% | Reduced |
| Roundview Capital LLC | 2,334 | $513.0K | 0.04% | +242+11.6% | Added |
| RS Crum Inc. | 2,335 | $513.3K | 0.13% | +14+0.6% | Added |
| HTLF Bank | 2,341 | $514.6K | 0.06% | 00.0% | Unchanged |
| Independent Investors Inc | 2,350 | $516.6K | 0.10% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 2,352 | $517.1K | 0.18% | +83+3.7% | Added |
| Southland Equity Partners LLC | 2,353 | $517.3K | 0.12% | +151+6.9% | Added |
| Chesapeake Wealth Management | 2,354 | $517.5K | 0.18% | −9−0.4% | Reduced |
| Financial Advisors, LLC | 2,357 | $518.1K | 0.10% | +371+18.7% | Added |
| Lokken Investment Group LLC | 2,361 | $519.0K | 0.22% | +75+3.3% | Added |
| Wescott Financial Advisory Group, LLC | 2,363 | $519.4K | 0.05% | +101+4.5% | Added |
| West Bancorporation Inc | 2,365 | $519.9K | 0.34% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,370 | $521.1K | 0.16% | +30+1.3% | Added |
| 4WEALTH Advisors, Inc. | 2,375 | $522.2K | 0.53% | +2,375 | New |
| Tower Wealth Partners, Inc. | 2,376 | $522.3K | 0.27% | +45+1.9% | Added |
| Moore Capital Management, LP | 2,379 | $523.0K | 0.01% | +2,379 | New |
| Per Stirling Capital Management, LLC. | 2,381 | $523.4K | 0.07% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 2,395 | $526.0K | 0.38% | +7+0.3% | Added |
| Waterfront Wealth Inc. | 2,393 | $526.0K | 0.13% | +46+2.0% | Added |
| Rowland & Co Investment Counsel | 2,393 | $526.1K | 0.11% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,396 | $526.7K | 0.39% | +2+0.1% | Added |
| Guardian Investment Management | 2,400 | $527.6K | 0.38% | −375−13.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,400 | $527.6K | 0.03% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $527.6K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 2,408 | $529.4K | 0.03% | −219−8.3% | Reduced |
| MFA Wealth Services | 2,408 | $529.4K | 0.42% | +2,408 | New |
| Optimum Investment Advisors | 2,414 | $530.7K | 0.23% | −312−11.4% | Reduced |
| Gryphon Financial Partners LLC | 2,421 | $532.1K | 0.08% | −164−6.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,424 | $532.8K | 0.12% | +131+5.7% | Added |
| Wilson & Boucher Capital Management, LLC | 2,425 | $533.1K | 0.38% | −77−3.1% | Reduced |
| McGowan Group Asset Management, Inc. | 2,426 | $533.3K | 0.07% | +382+18.7% | Added |
| Scientech Research LLC | 2,426 | $533.3K | 0.15% | +2,426 | New |
| Acorn Financial Advisory Services Inc | 2,428 | $533.7K | 0.09% | +5+0.2% | Added |
| Financial Futures Ltd Liability Co. | 2,432 | $534.6K | 0.30% | −228−8.6% | Reduced |
| Five Oceans Advisors | 2,434 | $535.1K | 0.25% | −202−7.7% | Reduced |
| Brendel Financial Advisors LLC | 2,438 | $536.0K | 0.32% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,442 | $537.0K | 0.01% | −53−2.1% | Reduced |
| Ethos Financial Group, LLC | 2,411 | $537.1K | 0.07% | −94−3.8% | Reduced |
| Bigelow Investment Advisors, LLC | 2,451 | $538.8K | 0.25% | −15−0.6% | Reduced |
| Gibbs Wealth Management | 2,451 | $538.8K | 0.15% | +316+14.8% | Added |
| Grove Street Fiduciary, LLC | 2,454 | $539.5K | 0.28% | +2,454 | New |
| SOL Capital Management CO | 2,459 | $540.0K | 0.06% | −2,690−52.2% | Reduced |
| Magnolia Capital Management Ltd | 2,457 | $540.0K | 0.43% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,456 | $540.0K | 0.13% | +67+2.8% | Added |
| Private Capital Management LLC | 2,460 | $540.8K | 0.11% | −257−9.5% | Reduced |
| D. Scott Neal, Inc. | 2,461 | $541.0K | 0.30% | −4−0.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,465 | $541.9K | 0.10% | −450−15.4% | Reduced |
| Umpqua Bank | 2,492 | $542.6K | 0.19% | +211+9.3% | Added |
| FCG Investment Co | 2,471 | $543.2K | 0.33% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 2,474 | $544.0K | 0.23% | +406+19.6% | Added |
| Builder Investment Group Inc | 2,475 | $544.1K | 0.15% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,479 | $545.0K | 0.24% | −150−5.7% | Reduced |
| Onefund, LLC | 2,479 | $545.0K | 0.52% | +60+2.5% | Added |
| Two Sigma Investments, LP | 2,481 | $545.4K | 0.00% | −85−3.3% | Reduced |
| Asset Advisors Investment Management, LLC | 2,483 | $545.8K | 0.06% | −400−13.9% | Reduced |
| Buffington Mohr McNeal | 2,483 | $545.9K | 0.09% | +496+25.0% | Added |
| Beacon Capital Management, LLC | 2,486 | $546.4K | 0.07% | +65+2.7% | Added |
| United Asset Strategies, Inc. | 2,486 | $546.5K | 0.05% | +2+0.1% | Added |
| Crestline Management, LP | 2,492 | $547.8K | 0.02% | −2,969−54.4% | Reduced |
| FIL Ltd | 2,493 | $548.0K | 0.00% | +180+7.8% | Added |
| Weaver Consulting Group | 2,496 | $548.7K | 0.17% | 00.0% | Unchanged |