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 |
|---|---|---|---|---|---|
| Johnson & White Wealth Management, LLC | 4,334 | $953.0K | 0.58% | +4,334 | New |
| BBR Partners, LLC | 4,348 | $955.8K | 0.07% | −192−4.2% | Reduced |
| Rational Advisors LLC | 4,353 | $956.9K | 0.09% | −1,998−31.5% | Reduced |
| Balyasny Asset Management LLC | 4,363 | $959.1K | 0.00% | −20,970−82.8% | Reduced |
| Griffith & Werner, Inc. | 4,377 | $962.1K | 0.64% | +4,377 | New |
| Accel Wealth Management | 4,386 | $964.1K | 0.37% | −19−0.4% | Reduced |
| Washington Capital Management Inc | 4,390 | $965.1K | 0.76% | −100−2.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,400 | $967.3K | 0.24% | +4,400 | New |
| Fox Hill Wealth Management | 4,401 | $967.4K | 0.55% | +155+3.7% | Added |
| Thomasville National Bank | 4,402 | $967.7K | 0.07% | +577+15.1% | Added |
| Roman Butler Fullerton & Co | 4,320 | $968.2K | 0.31% | −911−17.4% | Reduced |
| Massachusetts Wealth Management | 4,410 | $969.5K | 0.60% | +650+17.3% | Added |
| Matrix Private Capital Group LLC | 4,417 | $971.0K | 0.55% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 4,428 | $973.4K | 0.33% | +5+0.1% | Added |
| Mirador Capital Partners LP | 4,428 | $973.4K | 0.18% | +275+6.6% | Added |
| Matauro, LLC | 4,444 | $977.0K | 0.21% | +4,444 | New |
| BluePath Capital Management, LLC | 4,504 | $979.2K | 0.53% | +550+13.9% | Added |
| Koshinski Asset Management, Inc. | 4,457 | $979.8K | 0.08% | −365−7.6% | Reduced |
| Waddell & Associates, LLC | 4,461 | $980.7K | 0.10% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 4,462 | $980.9K | 0.30% | −10−0.2% | Reduced |
| Mill Capital Management, LLC | 4,465 | $981.5K | 0.08% | 00.0% | Unchanged |
| GDS Wealth Management | 4,469 | $982.4K | 0.09% | −549−10.9% | Reduced |
| First County Bank | 4,473 | $983.3K | 0.55% | −1,150−20.5% | Reduced |
| Ti-Trust, Inc | 4,482 | $985.3K | 0.66% | −27−0.6% | Reduced |
| Strategic Financial Services, Inc, | 4,508 | $991.0K | 0.06% | −54−1.2% | Reduced |
| Citizens & Northern Corp | 4,514 | $992.3K | 0.27% | −7,614−62.8% | Reduced |
| Cahill Financial Advisors Inc | 4,516 | $992.7K | 0.13% | −770−14.6% | Reduced |
| Klingman & Associates, LLC | 4,540 | $998.0K | 0.06% | −12−0.3% | Reduced |
| Cultivar Capital, Inc. | 4,543 | $998.7K | 0.87% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,546 | $999.3K | 0.06% | −204−4.3% | Reduced |
| Palacios Wealth Management, LLC | 4,513 | $999.5K | 1.08% | +4,513 | New |
| BSW Wealth Partners | 4,548 | $999.8K | 0.15% | +1,189+35.4% | Added |
| YHB Investment Advisors, Inc. | 4,549 | $1.00M | 0.08% | +474+11.6% | Added |
| Sax Wealth Advisors, LLC | 4,551 | $1.00M | 0.08% | −136−2.9% | Reduced |
| Plotkin Financial Advisors, LLC | 4,552 | $1.00M | 0.59% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 4,557 | $1.00M | 0.63% | +428+10.4% | Added |
| China Universal Asset Management Co., Ltd. | 4,561 | $1.00M | 0.09% | +1,260+38.2% | Added |
| Copperwynd Financial, LLC | 4,569 | $1.00M | 0.28% | −53−1.1% | Reduced |
| Powell Investment Advisors, LLC | 4,576 | $1.01M | 0.47% | +20.0% | Added |
| Los Angeles Capital Management LLC | 4,583 | $1.01M | 0.00% | −10,743−70.1% | Reduced |
| Proathlete Wealth Management LLC | 4,586 | $1.01M | 0.38% | +28+0.6% | Added |
| Crewe Advisors LLC | 4,588 | $1.01M | 0.14% | −98−2.1% | Reduced |
| Centaurus Financial, Inc. | 4,601 | $1.01M | 0.06% | −3,326−42.0% | Reduced |
| Carnegie Lake Advisors LLC | 4,600 | $1.01M | 0.41% | 00.0% | Unchanged |
| Cowa, LLC | 4,601 | $1.01M | 0.47% | −379−7.6% | Reduced |
| Natural Investments, LLC | 4,605 | $1.01M | 0.28% | +4,605 | New |
| Winthrop Advisory Group LLC | 4,613 | $1.01M | 0.12% | −1,540−25.0% | Reduced |
| Country Club Bank | 4,608 | $1.01M | 0.07% | +240+5.5% | Added |
| Plan Group Financial, LLC | 4,619 | $1.02M | 0.54% | +388+9.2% | Added |
| LRI Investments, LLC | 4,623 | $1.02M | 0.10% | +207+4.7% | Added |
| Manchester Financial Inc | 4,643 | $1.02M | 0.22% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 4,647 | $1.02M | 0.45% | +54+1.2% | Added |
| Howard Financial Services, Ltd. | 4,648 | $1.02M | 0.14% | +64+1.4% | Added |
| SFMG, LLC | 4,653 | $1.02M | 0.08% | −20.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4,667 | $1.03M | 0.13% | +11+0.2% | Added |
| Bank of Stockton | 4,668 | $1.03M | 0.31% | −145−3.0% | Reduced |
| Northstar Financial Companies, Inc. | 4,671 | $1.03M | 0.97% | +4,671 | New |
| Ridgewood Investments LLC | 4,673 | $1.03M | 0.50% | −1,177−20.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,679 | $1.03M | 0.19% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 4,685 | $1.03M | 0.38% | +248+5.6% | Added |
| Burford Brothers, Inc. | 4,685 | $1.03M | 0.51% | +73+1.6% | Added |
| M.E. Allison & Co., Inc. | 4,704 | $1.03M | 1.14% | +4,704 | New |
| Lake Street Advisors Group, LLC | 4,704 | $1.03M | 0.05% | +317+7.2% | Added |
| TrueWealth Advisors, LLC | 4,712 | $1.04M | 0.35% | −257−5.2% | Reduced |
| Sage Advisors, LLC | 4,716 | $1.04M | 0.77% | +49+1.0% | Added |
| LexAurum Advisors, LLC | 4,720 | $1.04M | 0.21% | −67−1.4% | Reduced |
| Acorn Wealth Advisors, LLC | 4,724 | $1.04M | 0.43% | −142−2.9% | Reduced |
| Uniting Wealth Partners, LLC | 4,729 | $1.04M | 0.50% | +4,729 | New |
| Keystone Financial Group | 4,748 | $1.04M | 0.10% | +1,135+31.4% | Added |
| SG Americas Securities, LLC | 4,761 | $1.05M | 0.00% | −129,353−96.5% | Reduced |
| Pallas Capital Advisors LLC | 4,763 | $1.05M | 0.04% | +153+3.3% | Added |
| Northwest Bank & Trust Co | 4,609 | $1.05M | 0.77% | −89−1.9% | Reduced |
| Monte Financial Group, LLC | 4,771 | $1.05M | 0.45% | −153−3.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,772 | $1.05M | 0.05% | −2,222−31.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,791 | $1.05M | 0.05% | +10+0.2% | Added |
| Benedict Financial Advisors Inc | 4,794 | $1.05M | 0.26% | +327+7.3% | Added |
| Clark Wealth Partners | 4,798 | $1.05M | 0.82% | +4,798 | New |
| Veracity Capital LLC | 4,798 | $1.05M | 0.38% | −138−2.8% | Reduced |
| Heritage Financial Services, LLC | 4,799 | $1.05M | 0.14% | +111+2.4% | Added |
| Bath Savings Trust Co | 4,801 | $1.06M | 0.11% | −260−5.1% | Reduced |
| Berkeley Capital Partners, LLC | 4,802 | $1.06M | 0.29% | +62+1.3% | Added |
| Operose Advisors LLC | 4,804 | $1.06M | 0.36% | −551−10.3% | Reduced |
| Aspiriant, LLC | 4,814 | $1.06M | 0.04% | +167+3.6% | Added |
| Catalyst Financial Partners LLC | 4,818 | $1.06M | 0.20% | +270+5.9% | Added |
| Sovereign Financial Group, Inc. | 4,819 | $1.06M | 0.24% | +182+3.9% | Added |
| Stokes Family Office, LLC | 4,833 | $1.06M | 0.11% | +312+6.9% | Added |
| Ransom Advisory, Ltd | 4,835 | $1.06M | 0.49% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,836 | $1.06M | 0.14% | −3,713−43.4% | Reduced |
| Lindbrook Capital, LLC | 4,836 | $1.06M | 0.10% | +24+0.5% | Added |
| Flow Traders U.S. LLC | 4,858 | $1.07M | 0.04% | +4,858 | New |
| Park Edge Advisors, LLC | 4,865 | $1.07M | 0.31% | +2,512+106.8% | Added |
| Pure Financial Advisors, Inc. | 4,877 | $1.07M | 0.02% | −319−6.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,894 | $1.08M | 0.56% | +7+0.1% | Added |
| Cypress Capital Advisors, LLC | 4,935 | $1.08M | 0.85% | +4,935 | New |
| West Michigan Advisors, LLC | 4,937 | $1.09M | 0.33% | −193−3.8% | Reduced |
| Broderick Brian C | 4,939 | $1.09M | 0.21% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,941 | $1.09M | 0.31% | +108+2.2% | Added |
| Pitcairn Co | 4,947 | $1.09M | 0.06% | −73−1.5% | Reduced |
| Sutton Place Investors LLC | 4,947 | $1.09M | 0.63% | +39+0.8% | Added |
| Apella Capital, LLC | 4,948 | $1.09M | 0.04% | +149+3.1% | Added |