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 |
|---|---|---|---|---|---|
| Cumberland Partners Ltd | 6,685 | $1.47M | 0.10% | −745−10.0% | Reduced |
| Meridian Wealth Advisors, LLC | 6,689 | $1.47M | 0.24% | −82−1.2% | Reduced |
| Parkside Financial Bank & Trust | 6,695 | $1.47M | 0.19% | +2,171+48.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,705 | $1.48M | 0.30% | +534+8.7% | Added |
| Monetary Management Group Inc | 6,712 | $1.48M | 0.38% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 6,737 | $1.48M | 0.23% | +135+2.0% | Added |
| Fairfield, Bush & Co. | 6,741 | $1.48M | 0.87% | +158+2.4% | Added |
| Laurel Wealth Advisors LLC | 6,789 | $1.49M | 0.23% | −109−1.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,806 | $1.50M | 0.16% | −434−6.0% | Reduced |
| Harbour Investments, Inc. | 6,813 | $1.50M | 0.04% | +608+9.8% | Added |
| Certified Advisory Corp | 6,815 | $1.50M | 0.16% | +137+2.1% | Added |
| Focus Financial Network, Inc. | 6,822 | $1.50M | 0.06% | +265+4.0% | Added |
| Ancora Advisors, LLC | 6,839 | $1.50M | 0.03% | +916+15.5% | Added |
| Stamos Capital Partners, L.P. | 6,840 | $1.50M | 0.35% | +60+0.9% | Added |
| Hexagon Capital Partners LLC | 6,891 | $1.51M | 0.28% | +597+9.5% | Added |
| Northeast Investment Management | 6,932 | $1.52M | 0.07% | −150−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 6,933 | $1.52M | 0.13% | −73−1.0% | Reduced |
| Transatlantique Private Wealth LLC | 6,936 | $1.52M | 0.58% | +20.0% | Added |
| Etesian Wealth Advisors, Inc. | 6,945 | $1.53M | 0.68% | +372+5.7% | Added |
| Wolfstich Capital, LLC | 6,949 | $1.53M | 1.35% | +6,949 | New |
| Tradewinds, LLC. | 5,998 | $1.53M | 0.43% | −165−2.7% | Reduced |
| Groupe la Francaise | 6,384 | $1.53M | 0.04% | +6,384 | New |
| Dover Advisors, LLC | 6,964 | $1.53M | 0.88% | +745+12.0% | Added |
| Northern Financial Advisors Inc | 6,971 | $1.53M | 1.22% | −844−10.8% | Reduced |
| Strait & Sound Wealth Management LLC | 6,986 | $1.54M | 0.71% | +89+1.3% | Added |
| Capstone Triton Financial Group, LLC | 6,990 | $1.54M | 0.96% | +131+1.9% | Added |
| Capital Management Associates | 7,000 | $1.54M | 1.81% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 7,000 | $1.54M | 0.23% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 7,000 | $1.54M | 0.06% | +7,000 | New |
| Atlas Brown,Inc. | 7,000 | $1.54M | 0.53% | +212+3.1% | Added |
| Diversify Advisory Services, LLC | 7,008 | $1.54M | 0.08% | −8,081−53.6% | Reduced |
| Rossmore Private Capital | 7,015 | $1.54M | 0.19% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 7,030 | $1.55M | 0.32% | −56−0.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 6,047 | $1.55M | 0.75% | +66+1.1% | Added |
| Boston Financial Mangement LLC | 7,035 | $1.55M | 0.05% | +800+12.8% | Added |
| CFC Planning Co LLC | 7,044 | $1.55M | 1.66% | +7,044 | New |
| Everett Harris & Co | 7,116 | $1.56M | 0.02% | +3,431+93.1% | Added |
| CX Institutional | 7,125 | $1.57M | 0.06% | +143+2.0% | Added |
| Claris Financial LLC | 7,135 | $1.57M | 1.03% | +7,135 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,153 | $1.57M | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 7,160 | $1.57M | 0.57% | +58+0.8% | Added |
| SRN Advisors, LLC | 7,161 | $1.57M | 1.40% | +4,650+185.2% | Added |
| Core Wealth Partners LLC | 7,163 | $1.57M | 0.90% | −658−8.4% | Reduced |
| Roffman Miller Associates Inc | 7,189 | $1.58M | 0.10% | −425−5.6% | Reduced |
| Lake Street Financial LLC | 7,203 | $1.58M | 0.25% | −554−7.1% | Reduced |
| Clarkston Capital Partners, LLC | 7,205 | $1.58M | 0.03% | +7,205 | New |
| Ascent Wealth Partners, LLC | 7,209 | $1.58M | 0.21% | +65+0.9% | Added |
| Access Financial Services, Inc. | 7,221 | $1.59M | 0.71% | −749−9.4% | Reduced |
| Mayflower Financial Advisors, LLC | 7,223 | $1.59M | 0.24% | +1,069+17.4% | Added |
| Warner Financial, Inc | 7,234 | $1.59M | 0.68% | +28+0.4% | Added |
| Cookson Peirce & Co Inc | 7,238 | $1.59M | 0.07% | −53−0.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 7,259 | $1.60M | 1.10% | +7,259 | New |
| Plancorp, LLC | 7,262 | $1.60M | 0.07% | +84+1.2% | Added |
| North Star Asset Management Inc | 7,274 | $1.60M | 0.07% | +300+4.3% | Added |
| Quadrant Capital Group LLC | 7,279 | $1.60M | 0.11% | +571+8.5% | Added |
| Texas Bank & Trust Co | 7,302 | $1.61M | 0.66% | +7,302 | New |
| Range Financial Group LLC | 7,307 | $1.61M | 0.74% | +4,336+145.9% | Added |
| Whitener Capital Management, Inc. | 7,328 | $1.61M | 0.45% | −140−1.9% | Reduced |
| Advisory Alpha, LLC | 7,359 | $1.62M | 0.06% | −678−8.4% | Reduced |
| TCM Advisors, LLC | – | $1.63M | 1.44% | – | – |
| Connective Capital Management, LLC | 7,400 | $1.63M | 1.89% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,429 | $1.63M | 0.23% | +14+0.2% | Added |
| Texas Yale Capital Corp. | 7,446 | $1.64M | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,449 | $1.64M | 0.27% | +510+7.3% | Added |
| Meridian Management Co | 7,478 | $1.64M | 0.43% | +7+0.1% | Added |
| Brave Asset Management Inc | 7,479 | $1.64M | 0.52% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 7,502 | $1.65M | 0.30% | +880+13.3% | Added |
| Westbourne Investments, Inc. | 7,503 | $1.65M | 0.97% | +7,503 | New |
| Sompo Asset Management Co., Ltd. | 7,533 | $1.66M | 0.28% | −579−7.1% | Reduced |
| Howland Capital Management LLC | 7,544 | $1.66M | 0.07% | −73−1.0% | Reduced |
| PBMares Wealth Management LLC | 7,564 | $1.66M | 0.34% | +67+0.9% | Added |
| Joule Financial, LLC | 7,569 | $1.66M | 0.59% | +2,160+39.9% | Added |
| Roanoke Asset Management Corp | 7,605 | $1.67M | 0.54% | 00.0% | Unchanged |
| one8zero8, LLC | 7,607 | $1.67M | 0.36% | +7,607 | New |
| Weik Capital Management | 7,610 | $1.67M | 0.68% | −25−0.3% | Reduced |
| GWN Securities Inc. | 7,463 | $1.68M | 0.45% | +7,463 | New |
| Capital City Trust Co | 7,635 | $1.68M | 0.42% | −267−3.4% | Reduced |
| CWS Financial Advisors, LLC | 7,724 | $1.70M | 0.55% | 00.0% | Unchanged |
| Strategic Advisors LLC | 7,724 | $1.70M | 0.31% | −11,738−60.3% | Reduced |
| Delta Financial Group, Inc. | 7,728 | $1.70M | 0.40% | +7,728 | New |
| David Loasby | 7,766 | $1.71M | 0.16% | −422−5.2% | Reduced |
| Midland Wealth Advisors LLC | 7,765 | $1.71M | 0.10% | −841−9.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,771 | $1.71M | 0.04% | +29+0.4% | Added |
| Simon Quick Advisors, LLC | 7,771 | $1.71M | 0.10% | +589+8.2% | Added |
| Journey Advisory Group, LLC | 9,879 | $1.71M | 0.20% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,781 | $1.71M | 0.14% | −14,142−64.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 7,800 | $1.71M | 0.90% | +7,800 | New |
| Avidian Wealth Solutions, LLC | 7,805 | $1.72M | 0.08% | +179+2.3% | Added |
| Venturi Wealth Management, LLC | 7,809 | $1.72M | 0.08% | +108+1.4% | Added |
| Burke & Herbert Bank & Trust Co | 7,810 | $1.72M | 0.41% | +32+0.4% | Added |
| Hilltop National Bank | 7,827 | $1.72M | 0.52% | +2,022+34.8% | Added |
| Home Federal Bank of Tennessee | 7,835 | $1.72M | 0.51% | −21−0.3% | Reduced |
| Exchange Bank | 7,898 | $1.74M | 1.40% | +171+2.2% | Added |
| Advisor OS, LLC | 7,923 | $1.74M | 0.20% | −392−4.7% | Reduced |
| Aspire Growth Partners LLC | 7,831 | $1.75M | 1.71% | +7,831 | New |
| Arvest Investments, Inc. | 7,948 | $1.75M | 0.28% | −552−6.5% | Reduced |
| Nichols & Pratt Advisers LLP | 7,958 | $1.75M | 0.12% | −200−2.5% | Reduced |
| Essex Savings Bank | 7,960 | $1.75M | 0.43% | −71−0.9% | Reduced |
| Founders Financial Alliance, LLC | 7,964 | $1.75M | 0.48% | +48+0.6% | Added |
| Anchor Investment Management, LLC | 7,982 | $1.75M | 0.16% | +183+2.3% | Added |