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 |
|---|---|---|---|---|---|
| Community Financial Services Group, LLC | 983 | $216.1K | 0.04% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 984 | $216.3K | 0.05% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 985 | $216.5K | 0.19% | +985 | New |
| Total Investment Management Inc | 987 | $216.9K | 0.03% | +48+5.1% | Added |
| Edgemoor Investment Advisors, Inc. | 989 | $217.4K | 0.02% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 989 | $217.4K | 0.06% | +29+3.0% | Added |
| Pinnacle Family Advisors, LLC | 989 | $217.5K | 0.11% | +38+4.0% | Added |
| Red Mountain Financial, LLC | 990 | $217.7K | 0.23% | −78−7.3% | Reduced |
| IMG Wealth Management, Inc. | 992 | $218.1K | 0.20% | +992 | New |
| Invesco, LLC | 994 | $218.5K | 0.09% | +30+3.1% | Added |
| TradeWell Securities, LLC. | 998 | $219.4K | 0.11% | +998 | New |
| Godshalk Welsh Capital Management, Inc. | 1,000 | $219.8K | 0.14% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 1,000 | $219.8K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $219.8K | 0.07% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1,000 | $219.8K | 0.10% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 1,000 | $219.8K | 0.14% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,000 | $219.8K | 0.04% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,000 | $219.8K | 0.03% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,003 | $220.5K | 0.02% | +5+0.5% | Added |
| Maridea Wealth Management LLC | 1,003 | $220.6K | 0.07% | +1,003 | New |
| Redhawk Wealth Advisors, Inc. | 1,004 | $220.7K | 0.03% | +16+1.6% | Added |
| Atwater Malick LLC | 1,004 | $220.7K | 0.07% | −7−0.7% | Reduced |
| Pettinga Financial Advisors, LLC | 1,005 | $220.8K | 0.05% | +4+0.4% | Added |
| Private Advisory Group LLC | 1,005 | $220.9K | 0.02% | +1,005 | New |
| Howard Bailey Securities, LLC | 1,007 | $221.4K | 0.08% | +58+6.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,008 | $221.6K | 0.04% | −6−0.6% | Reduced |
| Keyvantage Wealth, LLC | 1,009 | $221.8K | 0.16% | +1,009 | New |
| Masso Torrence Wealth Management Inc. | 1,010 | $222.0K | 0.12% | +42+4.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,010 | $222.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,010 | $222.0K | 0.05% | +10+1.0% | Added |
| Hardin Capital Partners, LLC | 1,015 | $222.3K | 0.13% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 1,014 | $222.9K | 0.13% | −18−1.7% | Reduced |
| Summit Wealth Group, LLC | 1,014 | $223.0K | 0.06% | +3+0.3% | Added |
| James J. Burns & Company, LLC | 1,014 | $223.0K | 0.04% | +1,014 | New |
| Consilio Wealth Advisors, LLC | 1,016 | $223.3K | 0.09% | +31+3.1% | Added |
| Northstar Group, Inc. | 1,019 | $224.1K | 0.04% | +16+1.6% | Added |
| Dillon & Associates Inc | 1,027 | $226.0K | 0.03% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,029 | $226.2K | 0.12% | +1,029 | New |
| McHugh Group, LLC | 1,029 | $226.2K | 0.17% | +1,029 | New |
| First Business Financial Services, Inc. | 1,030 | $226.4K | 0.02% | +1,030 | New |
| Friday Financial | 1,032 | $226.9K | 0.16% | +1,032 | New |
| Retirement Planning Group, LLC | 1,035 | $227.5K | 0.25% | +1,035 | New |
| Iron Financial, LLC | 1,035 | $227.5K | 0.13% | +1+0.1% | Added |
| Colonial Trust Advisors | 1,035 | $227.5K | 0.02% | +184+21.6% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,035 | $227.5K | 0.07% | 00.0% | Unchanged |
| Helium Advisors LLC | 1,036 | $227.7K | 0.18% | +1,036 | New |
| Lakeshore Financial Planning, Inc. | 1,036 | $228.0K | 0.10% | +1+0.1% | Added |
| Zions Bancorporation, N.A. | 1,039 | $228.4K | 0.01% | −2,229−68.2% | Reduced |
| Clay Northam Wealth Management, LLC | 1,039 | $228.4K | 0.15% | −75−6.7% | Reduced |
| Aspire Capital Advisors LLC | 1,040 | $228.7K | 0.07% | −47−4.3% | Reduced |
| Altiora Financial Group, LLC | 1,041 | $228.9K | 0.05% | +9+0.9% | Added |
| Sunbeam Capital Management, LLC | 1,042 | $229.0K | 0.21% | +1,042 | New |
| IMS Capital Management | 1,042 | $229.1K | 0.11% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,043 | $229.3K | 0.06% | +1,043 | New |
| Gordian Advisors LLC | 1,044 | $229.5K | 0.18% | +3+0.3% | Added |
| Longboard Asset Management, LP | 1,044 | $229.5K | 0.61% | +1,044 | New |
| Well Done, LLC | 1,039 | $229.7K | 0.04% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 1,045 | $229.8K | 0.23% | +1,045 | New |
| WT Wealth Management | 1,047 | $230.2K | 0.07% | +1,047 | New |
| Strategic Equity Management | 1,047 | $230.2K | 0.10% | +1,047 | New |
| Clune & Associates, Ltd. | 1,048 | $230.3K | 0.08% | +1,048 | New |
| Braun-Bostich & Associates Inc. | 1,049 | $230.6K | 0.17% | −53−4.8% | Reduced |
| V2 Financial group LLC | 1,050 | $230.8K | 0.14% | 00.0% | Unchanged |
| Burton Enright Welch | 1,050 | $230.8K | 0.05% | +100+10.5% | Added |
| Atlas Wealth Partners, LLC | 1,050 | $231.0K | 0.29% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,051 | $231.0K | 0.12% | +55+5.5% | Added |
| Avalon Trust Co | 1,054 | $231.7K | 0.02% | 00.0% | Unchanged |
| Gutierrez Wealth Advisory, LLC | 1,057 | $232.4K | 0.19% | +1,057 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,059 | $232.7K | 0.02% | −1,427−57.4% | Reduced |
| LGT Fund Management Co Ltd. | 1,063 | $233.7K | 0.02% | −1,558−59.4% | Reduced |
| Sigma Investment Counselors Inc | 1,067 | $234.5K | 0.01% | +1,067 | New |
| IronOak Wealth LLC. | 1,068 | $234.8K | 0.26% | +1,068 | New |
| Union Heritage Capital, LLC | 1,070 | $235.2K | 0.09% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 1,070 | $235.2K | 0.06% | +1,070 | New |
| Encompass More Asset Management | 1,070 | $235.4K | 0.08% | +1,070 | New |
| Left Brain Wealth Management, LLC | 1,072 | $235.7K | 0.09% | −14−1.3% | Reduced |
| IAM Advisory, LLC | 1,076 | $236.6K | 0.06% | +7+0.7% | Added |
| Chapin Davis, Inc. | 1,071 | $236.8K | 0.08% | 00.0% | Unchanged |
| Impact Investors, Inc | 1,079 | $237.2K | 0.18% | +1,079 | New |
| Strategic Investment Advisors | 1,081 | $237.6K | 0.03% | +18+1.7% | Added |
| Ritter Daniher Financial Advisory LLC | 1,082 | $237.9K | 0.07% | +102+10.4% | Added |
| GW&K Investment Management, LLC | 1,082 | $238.0K | 0.00% | +3+0.3% | Added |
| PFG Private Wealth Management, LLC | 1,084 | $238.3K | 0.14% | +12+1.1% | Added |
| LongView Wealth Management | 1,084 | $238.4K | 0.07% | −48−4.2% | Reduced |
| Gerber, LLC | 1,086 | $238.7K | 0.17% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,088 | $239.2K | 0.09% | −4−0.4% | Reduced |
| Ellsworth Advisors, LLC | 1,088 | $239.2K | 0.06% | +7+0.6% | Added |
| Sharper & Granite LLC | 1,090 | $239.6K | 0.11% | +1,090 | New |
| Richardson Financial Services Inc. | 1,090 | $240.1K | 0.17% | −70−6.0% | Reduced |
| RB Capital Management, LLC | 1,093 | $240.2K | 0.06% | +5+0.5% | Added |
| Patriot Investment Management Inc. | 1,095 | $240.7K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,097 | $241.2K | 0.05% | +1+0.1% | Added |
| Cim, LLC | 1,097 | $241.2K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,100 | $241.8K | 0.07% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 1,100 | $241.8K | 0.07% | +1,100 | New |
| Schrum Private Wealth Management LLC | 1,100 | $241.9K | 0.20% | −1,316−54.5% | Reduced |
| Dash Acquisitions Inc. | 1,072 | $241.9K | 0.05% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,101 | $242.1K | 0.06% | +177+19.2% | Added |
| Cornerstone Planning Group LLC | 1,081 | $242.4K | 0.06% | +599+124.3% | Added |
| Ameriflex Group, Inc. | 948 | $242.5K | 0.11% | +948 | New |