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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Berkshire Bank | 3,759 | $826.3K | 0.19% | −300−7.4% | Reduced |
| Dempze Nancy E | 3,760 | $826.6K | 0.48% | 00.0% | Unchanged |
| First Western Trust Bank | 3,767 | $828.1K | 0.04% | −220−5.5% | Reduced |
| Harvest Portfolios Group Inc. | 3,777 | $830.3K | 0.03% | +1,100+41.1% | Added |
| Quent Capital, LLC | 3,779 | $830.7K | 0.09% | −499−11.7% | Reduced |
| Sentry Investment Management LLC | 3,781 | $831.0K | 0.40% | −616−14.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,782 | $831.4K | 0.16% | +381+11.2% | Added |
| Blue Chip Partners, Inc. | 3,786 | $832.2K | 0.07% | +170+4.7% | Added |
| Heritage Wealth Advisors | 3,787 | $832.5K | 0.04% | −289−7.1% | Reduced |
| HBW Advisory Services LLC | 3,788 | $832.8K | 0.12% | −37−1.0% | Reduced |
| Gries Financial LLC | 3,790 | $833.1K | 0.15% | −55−1.4% | Reduced |
| Centiva Capital, LP | 3,791 | $833.4K | 0.03% | −2,795−42.4% | Reduced |
| Capital Investment Counsel, Inc | 3,797 | $834.7K | 0.13% | −50−1.3% | Reduced |
| Interchange Capital Partners, LLC | 3,797 | $834.7K | 0.30% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,808 | $837.2K | 0.41% | −66−1.7% | Reduced |
| Phillips Wealth Planners LLC | 3,811 | $837.5K | 0.84% | −38−1.0% | Reduced |
| Catalina Capital Group, LLC | 3,811 | $837.8K | 0.28% | +159+4.4% | Added |
| Fortem Financial Group, LLC | 3,817 | $839.0K | 0.33% | +27+0.7% | Added |
| Stephens Consulting, LLC | 3,825 | $840.9K | 0.21% | −177−4.4% | Reduced |
| Weil Company, Inc. | 3,826 | $841.0K | 0.29% | +21+0.6% | Added |
| Gilbert & Cook, Inc. | 3,834 | $842.8K | 0.12% | +225+6.2% | Added |
| Oder Investment Management, LLC | 3,849 | $846.1K | 0.70% | −865−18.3% | Reduced |
| River & Mercantile Asset Management LLP | 3,853 | $847.6K | 0.16% | −3,122−44.8% | Reduced |
| Main Street Group, LTD | 3,856 | $847.7K | 0.31% | −3,464−47.3% | Reduced |
| Congress Park Capital LLC | 3,863 | $849.2K | 0.31% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,866 | $849.9K | 0.65% | +25+0.7% | Added |
| Werba Rubin Papier Wealth Management | 3,867 | $850.1K | 0.20% | +12+0.3% | Added |
| Reliant Investment Management, LLC | 3,900 | $857.3K | 0.38% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,903 | $858.1K | 0.13% | +637+19.5% | Added |
| Portfolio Design Labs, LLC | 3,917 | $861.1K | 0.18% | +2,740+232.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,918 | $861.2K | 0.02% | −75−1.9% | Reduced |
| VisionPoint Advisory Group, LLC | 3,932 | $864.8K | 0.30% | −1,009−20.4% | Reduced |
| Oxford Financial Group Ltd | 3,937 | $865.4K | 0.06% | −85−2.1% | Reduced |
| Manske Wealth Management | 3,939 | $865.9K | 0.34% | +3,939 | New |
| InTrack Investment Management Inc | 3,978 | $866.3K | 0.60% | −348−8.0% | Reduced |
| Rinkey Investments | 3,941 | $866.4K | 0.28% | +80+2.1% | Added |
| Weatherly Asset Management L. P. | 3,943 | $866.8K | 0.08% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 3,954 | $869.2K | 0.36% | −41−1.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,970 | $872.8K | 0.29% | +3+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 3,972 | $873.2K | 0.21% | +40+1.0% | Added |
| First National Bank | 3,981 | $875.1K | 0.60% | −47−1.2% | Reduced |
| Cullen Investment Group, Ltd. | 3,985 | $876.1K | 0.13% | +123+3.2% | Added |
| OneAscent Financial Services LLC | 3,991 | $877.0K | 0.07% | +259+6.9% | Added |
| FNY Investment Advisers, LLC | 4,002 | $879.0K | 0.46% | +4,002 | New |
| BXM Wealth LLC | 3,999 | $879.1K | 1.23% | +3,999 | New |
| City State Bank | 4,001 | $879.5K | 0.31% | +251+6.7% | Added |
| AMJ Financial Wealth Management | 4,004 | $880.2K | 0.24% | −19−0.5% | Reduced |
| Accredited Investors Inc. | 4,005 | $880.4K | 0.05% | +30+0.8% | Added |
| Heartland Bank & Trust Co | 4,010 | $881.5K | 0.48% | −116−2.8% | Reduced |
| Firestone Capital Management | 4,012 | $882.0K | 0.22% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 4,034 | $886.8K | 0.64% | +11+0.3% | Added |
| Dopkins Wealth Management, LLC | 4,041 | $888.3K | 0.45% | +441+12.3% | Added |
| Linden Thomas Advisory Services, LLC | 4,058 | $892.1K | 0.11% | +984+32.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 4,063 | $893.3K | 0.33% | +19+0.5% | Added |
| Oak Asset Management, LLC | 4,067 | $894.0K | 0.33% | −11−0.3% | Reduced |
| My Legacy Advisors, LLC | 4,063 | $894.0K | 0.35% | −63−1.5% | Reduced |
| IFG Advisory, LLC | 4,068 | $894.3K | 0.05% | +4,068 | New |
| Legacy Capital Group California, Inc. | 4,078 | $896.5K | 0.27% | −28−0.7% | Reduced |
| Continuum Advisory, LLC | 4,078 | $896.5K | 0.11% | +10+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,089 | $899.0K | 0.12% | −33−0.8% | Reduced |
| Port Capital LLC | 4,091 | $899.0K | 0.04% | −23−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 4,101 | $901.5K | 0.03% | +119+3.0% | Added |
| Post Resch Tallon Group Inc. | 4,102 | $902.2K | 0.87% | +4,102 | New |
| Petros Family Wealth, LLC | 4,125 | $906.8K | 0.98% | +4,125 | New |
| LifePlan Investment Advisors, Inc. | 4,135 | $909.0K | 0.56% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,143 | $910.8K | 0.21% | −4,593−52.6% | Reduced |
| Vaughan & Co Securities, Inc. | 4,143 | $910.8K | 0.55% | −212−4.9% | Reduced |
| Argent Advisors, Inc. | 4,145 | $911.2K | 0.34% | −220−5.0% | Reduced |
| PKS Advisory Services, LLC | 4,149 | $912.3K | 0.26% | +4,149 | New |
| Cape Investment Advisory, Inc. | 4,152 | $912.7K | 0.36% | +29+0.7% | Added |
| Chatham Capital Group, Inc. | 4,157 | $913.8K | 0.15% | +1,592+62.1% | Added |
| Traphagen Investment Advisors LLC | 4,178 | $918.5K | 0.09% | +1,002+31.5% | Added |
| Severin Investments, LLC | 4,185 | $919.9K | 0.92% | +4,185 | New |
| Cornerstone Advisory, LLC | 3,523 | $920.4K | 0.10% | +329+10.3% | Added |
| Delos Wealth Advisors, LLC | 4,200 | $923.3K | 0.74% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 4,200 | $923.3K | 0.58% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,209 | $925.3K | 0.14% | +1,495+55.1% | Added |
| Missouri Trust & Investment Co | 4,212 | $925.9K | 0.32% | 00.0% | Unchanged |
| IMZ Advisory Inc | 4,212 | $926.0K | 0.42% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 4,214 | $926.4K | 0.18% | +4,214 | New |
| Wrapmanager Inc | 4,217 | $927.0K | 0.24% | +4,217 | New |
| Peoples Financial Services Corp. | 4,219 | $927.5K | 0.43% | −68−1.6% | Reduced |
| DF Dent & Co Inc | 4,219 | $927.5K | 0.01% | −12−0.3% | Reduced |
| Blossom Wealth Management | 4,226 | $929.0K | 1.79% | −512−10.8% | Reduced |
| Drum Hill Capital, LLC | 4,235 | $931.0K | 1.16% | +4,235 | New |
| Cranbrook Wealth Management, LLC | 4,236 | $931.2K | 0.22% | 00.0% | Unchanged |
| Capital International Sarl | 4,237 | $931.4K | 0.02% | +4,237 | New |
| Cutter & CO Brokerage, Inc. | 4,247 | $933.6K | 0.23% | −294−6.5% | Reduced |
| Geller Advisors LLC | 4,248 | $934.0K | 0.06% | +131+3.2% | Added |
| Waterloo Capital, L.P. | 4,260 | $936.4K | 0.10% | −1,518−26.3% | Reduced |
| Verus Financial Partners, Inc. | 4,265 | $937.2K | 0.11% | +900+26.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 4,273 | $939.3K | 0.56% | −234−5.2% | Reduced |
| Agate Pass Investment Management, LLC | 4,283 | $941.5K | 0.43% | +4,283 | New |
| Sound Financial Strategies Group, LLC | 4,288 | $942.6K | 0.79% | +308+7.7% | Added |
| Beverly Hills Private Wealth, LLC | 4,289 | $942.8K | 0.19% | −104−2.4% | Reduced |
| Boston Family Office LLC | 4,294 | $944.0K | 0.06% | −98−2.2% | Reduced |
| Paradigm Capital Management Inc | 4,300 | $945.3K | 0.04% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 4,300 | $945.3K | 1.09% | +4,300 | New |
| High Net Worth Advisory Group LLC | 4,306 | $946.6K | 0.26% | −88−2.0% | Reduced |
| Motco | 4,335 | $953.0K | 0.10% | +89+2.1% | Added |