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
- 3,147
- +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
- 1,178 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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 615 | $135.2K | 0.05% | +1+0.2% | Added |
| First Community Trust NA | 620 | $136.3K | 0.10% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 625 | $137.5K | 0.13% | +625 | New |
| South Plains Financial, Inc. | 627 | $137.8K | 0.11% | +627 | New |
| Versant Capital Management, Inc | 642 | $141.1K | 0.03% | +308+92.2% | Added |
| Abound Wealth Management | 674 | $148.1K | 0.05% | +21+3.2% | Added |
| Cassady Schiller Wealth Management, LLC | 674 | $148.2K | 0.05% | +47+7.5% | Added |
| Financial Management Professionals, Inc. | 689 | $151.5K | 0.02% | +35+5.4% | Added |
| WPG Advisers, LLC | 694 | $152.6K | 0.14% | +694 | New |
| BFSG, LLC | 700 | $153.9K | 0.02% | −185−20.9% | Reduced |
| GKV Capital Management Co., Inc. | 700 | $153.9K | 0.06% | +700 | New |
| Sanctuary Wealth Management, L.L.C. | 712 | $156.5K | 0.10% | +55+8.4% | Added |
| Catalyst Capital Advisors LLC | 726 | $159.6K | 0.00% | −672−48.1% | Reduced |
| Rakuten Securities, Inc. | 732 | $160.9K | 0.06% | +158+27.5% | Added |
| Frazier Financial Advisors, LLC | 733 | $161.4K | 0.13% | 00.0% | Unchanged |
| High Note Wealth, LLC | 743 | $163.3K | 0.04% | +743 | New |
| Fairfield Financial Advisors, LTD | 747 | $164.2K | 0.06% | −6−0.8% | Reduced |
| Johnson Financial Group, Inc. | 653 | $166.8K | 0.01% | +90+16.0% | Added |
| Marquette Asset Management, LLC | 762 | $167.5K | 0.03% | −87−10.2% | Reduced |
| New Wave Wealth Advisors LLC | 763 | $167.7K | 0.07% | +763 | New |
| West Financial Advisors, LLC | 766 | $168.4K | 0.03% | +766 | New |
| Kieckhefer Group LLC | 766 | $168.4K | 0.10% | +766 | New |
| Princeton Global Asset Management LLC | 780 | $171.5K | 0.03% | +153+24.4% | Added |
| S.A. Mason LLC | 797 | $175.2K | 0.09% | +100+14.3% | Added |
| Bollard Group LLC | 800 | $176.0K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 824 | $181.2K | 0.14% | +824 | New |
| Compass Wealth Management LLC | 830 | $182.5K | 0.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 835 | $183.6K | 0.09% | 00.0% | Unchanged |
| Stance Capital LLC | 837 | $184.0K | 0.11% | +837 | New |
| Teachers Insurance & Annuity Association of America | 838 | $184.2K | 0.24% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 839 | $184.4K | 0.02% | −133−13.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 753 | $187.7K | 0.12% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 854 | $187.7K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 865 | $190.2K | 0.15% | +21+2.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 900 | $197.8K | 0.01% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 909 | $200.0K | 0.00% | +909 | New |
| Vanguard Capital Wealth Advisors | 910 | $200.0K | 0.22% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 911 | $200.3K | 0.06% | −817−47.3% | Reduced |
| RD Lewis Holdings, Inc. | 794 | $200.4K | 0.22% | +794 | New |
| Roberts Wealth Advisors, LLC | 911 | $200.4K | 0.06% | +911 | New |
| Sanders Morris Harris LLC | 900 | $200.5K | 0.03% | +900 | New |
| Financial Insights, Inc. | 914 | $200.9K | 0.07% | 00.0% | Unchanged |
| One Day In July LLC | 917 | $201.5K | 0.02% | +917 | New |
| Great Waters Wealth Management | 919 | $201.9K | 0.03% | −64−6.5% | Reduced |
| Cherrydale Wealth Management, LLC | 919 | $202.0K | 0.08% | +14+1.5% | Added |
| Westside Investment Management, Inc. | 919 | $202.0K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 924 | $203.3K | 0.04% | −115−11.1% | Reduced |
| Apollon Financial, LLC | 926 | $203.6K | 0.05% | +12+1.3% | Added |
| Pennsylvania Capital Management Inc | 926 | $203.6K | 0.07% | +926 | New |
| Mascoma Wealth Management LLC | 927 | $203.8K | 0.05% | +96+11.6% | Added |
| Lloyd Advisory Services, LLC. | 930 | $204.3K | 0.10% | −77−7.6% | Reduced |
| Waterway Wealth Management, LLC | 930 | $204.4K | 0.09% | +3+0.3% | Added |
| Tanglewood Legacy Advisors, LLC | 930 | $204.4K | 0.09% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 931 | $204.7K | 0.11% | +24+2.6% | Added |
| Opes Wealth Management LLC | 934 | $205.3K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 935 | $205.5K | 0.01% | −6−0.6% | Reduced |
| Thompson Davis & Co., Inc. | 937 | $205.9K | 0.13% | −97−9.4% | Reduced |
| Weinberger Asset Management, Inc | 939 | $206.3K | 0.09% | 00.0% | Unchanged |
| Mason & Associates, LLC | 939 | $206.4K | 0.06% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 940 | $206.6K | 0.07% | −30−3.1% | Reduced |
| Capital Management Associates, Inc | 940 | $206.6K | 0.08% | 00.0% | Unchanged |
| Sharpepoint LLC | 941 | $206.9K | 0.19% | +941 | New |
| Arbor Capital Management Inc | 916 | $206.9K | 0.20% | −35−3.7% | Reduced |
| Kingdom Financial Group LLC. | 941 | $207.0K | 0.14% | −70−6.9% | Reduced |
| FRG Family Wealth Advisors LLC | 942 | $207.1K | 0.04% | −26−2.7% | Reduced |
| Leslie Global Wealth, LLC | 942 | $207.1K | 0.10% | +27+3.0% | Added |
| Laffer Tengler Investments | 943 | $207.3K | 0.04% | −16−1.7% | Reduced |
| Doliver Advisors, LP | 943 | $207.3K | 0.06% | 00.0% | Unchanged |
| FSR Wealth Management Ltd. | 944 | $207.4K | 0.26% | +944 | New |
| McKinley Carter Wealth Services, Inc. | 945 | $207.8K | 0.01% | +945 | New |
| Shepherd Financial Partners LLC | 947 | $208.2K | 0.02% | +947 | New |
| Traveka Wealth, LLC | 949 | $208.7K | 0.12% | +949 | New |
| NCP Inc. | 950 | $208.8K | 0.11% | −100−9.5% | Reduced |
| Lumbard & Kellner, LLC | 950 | $208.8K | 0.09% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 950 | $208.8K | 0.13% | 00.0% | Unchanged |
| Burk Holdings LLC | 950 | $208.8K | 0.17% | +950 | New |
| Tradewinds Capital Management, LLC | 953 | $209.4K | 0.06% | +853+853.0% | Added |
| Y.D. More Investments Ltd | 953 | $209.5K | 0.02% | +3+0.3% | Added |
| First Financial Group Corp | 955 | $209.9K | 0.23% | +955 | New |
| Regatta Capital Group, LLC | 957 | $210.3K | 0.04% | −8−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 958 | $210.6K | 0.14% | −28,408−96.7% | Reduced |
| Ring Mountain Capital, LLC | 959 | $210.8K | 0.14% | +959 | New |
| Financial Freedom, LLC | 964 | $212.0K | 0.11% | +6+0.6% | Added |
| Greenhouse Wealth Management, LLC | 969 | $213.0K | 0.14% | +969 | New |
| Gallacher Capital Management LLC | 969 | $213.0K | 0.11% | −321−24.9% | Reduced |
| Kozak & Associates, Inc. | 958 | $213.2K | 0.05% | +6+0.6% | Added |
| Planning Directions Inc | 970 | $213.3K | 0.12% | +6+0.6% | Added |
| Sunpointe, LLC | 971 | $213.4K | 0.11% | −73−7.0% | Reduced |
| Talisman Wealth Advisors LLC | 972 | $213.7K | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 973 | $213.9K | 0.05% | +973 | New |
| Legacy Edge Advisors, LLC | 973 | $214.3K | 0.03% | −118−10.8% | Reduced |
| Trilogy Capital Inc. | 975 | $214.3K | 0.01% | +55+6.0% | Added |
| Evermay Wealth Management LLC | 976 | $214.5K | 0.03% | 00.0% | Unchanged |
| Connors Investor Services Inc | 978 | $215.0K | 0.02% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 978 | $215.0K | 0.20% | 00.0% | Unchanged |
| Pflug Koory, LLC | 979 | $215.2K | 0.11% | −50−4.9% | Reduced |
| Lowe Wealth Advisors, LLC | 980 | $215.4K | 0.09% | 00.0% | Unchanged |
| Crane Advisory, LLC | 968 | $215.5K | 0.04% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 981 | $215.7K | 0.15% | 00.0% | Unchanged |
| First International Bank & Trust | 982 | $215.9K | 0.07% | −155−13.6% | Reduced |