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 |
|---|---|---|---|---|---|
| Fairview Capital Investment Management, LLC | 2,498 | $549.1K | 0.03% | +500+25.0% | Added |
| Ballast Advisors LLC | 2,500 | $549.7K | 0.17% | −16−0.6% | Reduced |
| KFA Private Wealth Group, LLC | 2,503 | $550.2K | 0.23% | +486+24.1% | Added |
| Goldstone Financial Group, LLC | 2,504 | $550.5K | 0.09% | +82+3.4% | Added |
| Boyd Watterson Asset Management LLC | 2,507 | $551.0K | 0.15% | −5−0.2% | Reduced |
| Signal Advisors Wealth, LLC | 2,519 | $553.8K | 0.06% | +132+5.5% | Added |
| Silver Lake Advisory, LLC | 2,522 | $554.4K | 0.24% | +714+39.5% | Added |
| Penbrook Management LLC | 2,525 | $555.1K | 0.38% | −100−3.8% | Reduced |
| Integrity Financial Corp | 2,525 | $555.1K | 0.32% | +349+16.0% | Added |
| Horizon Wealth Management, LLC | 2,526 | $555.3K | 0.10% | +217+9.4% | Added |
| Charter Oak Capital Management, LLC | 2,540 | $558.3K | 0.05% | +117+4.8% | Added |
| Ashton Thomas Securities, LLC | 2,543 | $560.3K | 0.15% | +1,202+89.6% | Added |
| Global X Japan Co., Ltd. | 2,551 | $560.8K | 0.07% | +258+11.3% | Added |
| Northstar Advisory Group, LLC | 2,554 | $561.4K | 0.29% | −195−7.1% | Reduced |
| Visionary Wealth Advisors | 2,567 | $564.3K | 0.03% | −93−3.5% | Reduced |
| Fenimore Asset Management Inc | 2,573 | $565.6K | 0.01% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,573 | $565.6K | 0.11% | +1,128+78.1% | Added |
| Coastal Investment Advisors, Inc. | 2,548 | $567.3K | 0.23% | +1,335+110.1% | Added |
| Doheny Asset Management | 2,585 | $568.0K | 0.42% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,587 | $568.7K | 0.09% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,589 | $569.1K | 0.31% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 2,594 | $570.3K | 0.51% | +2,594 | New |
| Optas, LLC | 2,596 | $570.7K | 0.12% | +50+2.0% | Added |
| Eldridge Investment Advisors, Inc. | 2,597 | $571.0K | 0.13% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,601 | $571.8K | 0.31% | +2,601 | New |
| Private Wealth Partners, LLC | 2,604 | $572.4K | 0.04% | −581−18.2% | Reduced |
| TriaGen Wealth Management LLC | 2,619 | $575.7K | 0.19% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,622 | $576.4K | 0.12% | +20+0.8% | Added |
| Truvestments Capital LLC | 2,639 | $580.1K | 0.15% | +62+2.4% | Added |
| Wayfinding Financial, LLC | 2,649 | $582.0K | 0.31% | +2,649 | New |
| Investment Advisory Group, LLC | 2,648 | $582.2K | 0.19% | −512−16.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,653 | $583.3K | 0.04% | +10.0% | Added |
| Wernau Asset Management Inc. | 2,664 | $585.6K | 0.57% | +2,664 | New |
| Willis Johnson & Associates, Inc. | 2,665 | $585.8K | 0.04% | −497−15.7% | Reduced |
| Pegasus Asset Management, Inc. | 2,667 | $586.3K | 0.22% | +153+6.1% | Added |
| Spirit of America Management Corp | 2,668 | $586.5K | 0.12% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,686 | $590.5K | 0.05% | +1,206+81.5% | Added |
| Unique Wealth Strategies, LLC | 2,690 | $591.3K | 0.26% | +259+10.7% | Added |
| Barrett & Company, Inc. | 2,693 | $591.9K | 0.25% | +5+0.2% | Added |
| Eagle Capital Management LLC | 2,700 | $593.5K | 0.00% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,704 | $594.4K | 0.09% | +2,704 | New |
| Tortoise Investment Management, LLC | 2,712 | $596.1K | 0.06% | +99+3.8% | Added |
| Country Trust Bank | 2,713 | $596.4K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 2,718 | $597.5K | 0.04% | −97−3.4% | Reduced |
| Smith Shellnut Wilson LLC | 2,725 | $599.0K | 0.27% | +197+7.8% | Added |
| HFG Advisors, Inc. | 2,727 | $599.5K | 0.52% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,730 | $600.1K | 0.30% | +2+0.1% | Added |
| Saratoga Research & Investment Management | 2,738 | $601.9K | 0.03% | −230−7.7% | Reduced |
| FSM Wealth Advisors, LLC | 2,707 | $602.7K | 0.15% | +110+4.2% | Added |
| Appleton Partners Inc | 2,749 | $604.0K | 0.04% | −1,168−29.8% | Reduced |
| Anb Bank | 2,751 | $604.8K | 0.27% | +2,751 | New |
| Coston, McIsaac & Partners | 2,759 | $606.0K | 0.18% | −82−2.9% | Reduced |
| Ocean Capital Management, LLC | 2,757 | $606.1K | 0.13% | −6−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 2,758 | $606.3K | 0.06% | −238−7.9% | Reduced |
| Strategic Investment Solutions, Inc. | 3,273 | $606.7K | 0.20% | +2+0.1% | Added |
| Magnus Financial Group LLC | 2,761 | $606.9K | 0.06% | −53−1.9% | Reduced |
| FourThought Financial Partners, LLC | 2,775 | $610.0K | 0.06% | +2,775 | New |
| Bullock Wealth Management Group | 2,780 | $611.1K | 0.36% | +2+0.1% | Added |
| Magnolia Capital Advisors LLC | 2,781 | $611.3K | 0.16% | +563+25.4% | Added |
| Boltwood Capital Management | 2,782 | $611.6K | 0.19% | −2,081−42.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,789 | $613.0K | 0.08% | −2,147−43.5% | Reduced |
| One Capital Management, LLC | 2,796 | $614.6K | 0.02% | −148−5.0% | Reduced |
| KG&L Capital Management,LLC | 2,828 | $618.1K | 0.20% | +5+0.2% | Added |
| Crescent Grove Advisors, LLC | 2,814 | $618.6K | 0.06% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 2,821 | $620.1K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,821 | $620.1K | 0.36% | +124+4.6% | Added |
| Aviance Capital Partners, LLC | 2,822 | $620.4K | 0.09% | +485+20.8% | Added |
| Wealthstream Advisors, Inc. | 2,823 | $620.5K | 0.11% | +304+12.1% | Added |
| Sapient Capital LLC | 2,832 | $622.6K | 0.01% | +82+3.0% | Added |
| One Charles Private Wealth Services, LLC | 2,839 | $624.1K | 0.21% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,845 | $625.4K | 0.25% | +1,785+168.4% | Added |
| Francis Financial, Inc. | 3,328 | $626.4K | 0.16% | +674+25.4% | Added |
| Clear Harbor Asset Management, LLC | 2,853 | $627.2K | 0.05% | +530+22.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,855 | $627.6K | 0.25% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 2,857 | $628.0K | 0.22% | +2,857 | New |
| Aberdeen Wealth Management LLC | 2,859 | $628.5K | 0.43% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,859 | $628.5K | 0.09% | +13+0.5% | Added |
| Retireful, LLC | 2,861 | $628.9K | 0.35% | +2,861 | New |
| Citizens Business Bank | 1,083 | $629.8K | 0.12% | −1,799−62.4% | Reduced |
| Planning Alternatives Ltd | 2,869 | $630.7K | 0.10% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,880 | $633.2K | 0.10% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,881 | $633.2K | 0.05% | +511+21.6% | Added |
| Harvey Investment Co LLC | 2,882 | $634.0K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,886 | $634.4K | 0.04% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 2,890 | $635.3K | 0.27% | +5+0.2% | Added |
| DLK Investment Management, LLC | 2,894 | $636.2K | 0.27% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 2,900 | $637.5K | 0.45% | +2,900 | New |
| Kiker Wealth Management, LLC | 2,901 | $637.7K | 0.52% | +2,901 | New |
| Cooper/Haims Advisors, LLC | 2,912 | $640.2K | 0.36% | −108−3.6% | Reduced |
| Nemes Rush Group LLC | 2,913 | $640.3K | 0.08% | +77+2.7% | Added |
| Astoria Portfolio Advisors LLC. | 2,941 | $640.3K | 0.23% | −75−2.5% | Reduced |
| Causey Wealth LLC | 2,923 | $642.5K | 0.37% | +2,923 | New |
| Hengehold Capital Management LLC | 2,928 | $643.7K | 0.06% | −29−1.0% | Reduced |
| Professional Advisory Services Inc | 2,933 | $645.0K | 0.09% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,939 | $646.0K | 0.12% | −201−6.4% | Reduced |
| First Foundation Advisors | 2,941 | $646.5K | 0.02% | +75+2.6% | Added |
| Woodmont Investment Counsel LLC | 2,949 | $648.4K | 0.05% | +337+12.9% | Added |
| Intrua Financial, LLC | 2,950 | $648.5K | 0.11% | −368−11.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,952 | $649.0K | 0.54% | +5+0.2% | Added |
| Round Hill Asset Management | 2,953 | $649.2K | 0.46% | −2,551−46.3% | Reduced |