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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Central Valley Advisors, LLC | 1,761 | $387.1K | 0.18% | −19−1.1% | Reduced |
| Virtue Capital Management, LLC | 1,765 | $388.0K | 0.08% | −1,102−38.4% | Reduced |
| Montchanin Asset Management, LLC | 1,765 | $388.0K | 0.38% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,767 | $388.0K | 0.01% | +281+18.9% | Added |
| Merriman Wealth Management, LLC | 1,766 | $388.2K | 0.02% | +71+4.2% | Added |
| Evernest Financial Advisors, LLC | 1,768 | $388.7K | 0.10% | +242+15.9% | Added |
| Sentinus, LLC | 1,770 | $389.1K | 0.11% | +6+0.3% | Added |
| Renaissance Group LLC | 1,774 | $390.0K | 0.02% | −67−3.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 18,063 | $390.3K | 0.09% | +16,362+961.9% | Added |
| Middleton & Co Inc | 1,777 | $390.6K | 0.04% | +35+2.0% | Added |
| Beacon Financial Strategies CORP | 1,778 | $390.9K | 0.26% | 00.0% | Unchanged |
| Meridian Financial, LLC | 1,779 | $391.1K | 0.27% | −45−2.5% | Reduced |
| McCollum Christoferson Group LLC | 1,779 | $391.1K | 0.12% | 00.0% | Unchanged |
| Fidato Wealth LLC | 1,782 | $391.7K | 0.29% | +1,782 | New |
| East Coast Asset Management, LLC. | 1,783 | $391.9K | 0.13% | +3+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 1,786 | $392.5K | 0.13% | +47+2.7% | Added |
| Capital Advantage, Inc. | 1,787 | $392.8K | 0.07% | +1,787 | New |
| Van Cleef Asset Management,Inc | 1,792 | $393.9K | 0.04% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,800 | $395.7K | 0.16% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,804 | $396.6K | 0.19% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1,805 | $396.8K | 0.23% | +1,805 | New |
| Retirement Income Solutions, Inc | 1,807 | $397.2K | 0.08% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,807 | $397.2K | 0.11% | +184+11.3% | Added |
| Prentiss Smith & Co Inc | 1,810 | $397.9K | 0.26% | 00.0% | Unchanged |
| Washington Trust Bank | 1,810 | $397.9K | 0.04% | +586+47.9% | Added |
| Challenger Wealth Management | 1,811 | $398.1K | 0.34% | +1,811 | New |
| Riverview Trust Co | 1,814 | $398.8K | 0.36% | −60−3.2% | Reduced |
| Pacifica Partners Inc. | 1,814 | $399.0K | 0.17% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,821 | $400.3K | 0.10% | −26−1.4% | Reduced |
| Miller Investment Management, LP | 1,822 | $400.5K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,823 | $400.7K | 0.05% | +65+3.7% | Added |
| WNY Asset Management, LLC | 1,825 | $401.2K | 0.05% | −695−27.6% | Reduced |
| Voya Financial Advisors, Inc. | 1,824 | $401.6K | 0.04% | −126−6.5% | Reduced |
| Values Added Financial LLC | 1,830 | $402.3K | 0.23% | −211−10.3% | Reduced |
| Guardian Wealth Advisors, LLC | 1,832 | $402.8K | 0.03% | +267+17.1% | Added |
| Gemmer Asset Management LLC | 1,833 | $402.8K | 0.04% | 00.0% | Unchanged |
| Financial Symmetry Inc | 1,834 | $403.3K | 0.27% | +8+0.4% | Added |
| Camden National Bank | 1,839 | $404.3K | 0.06% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 1,850 | $406.0K | 0.16% | −44−2.3% | Reduced |
| AJ Advisors, LLC | 1,847 | $406.0K | 0.21% | +13+0.7% | Added |
| Paulson Wealth Management Inc. | 1,854 | $407.6K | 0.11% | −189−9.3% | Reduced |
| MCF Advisors LLC | 1,855 | $407.8K | 0.03% | −5−0.3% | Reduced |
| Central Bank & Trust Co | 1,859 | $408.7K | 0.06% | −17−0.9% | Reduced |
| Community Bank of Raymore | 1,860 | $408.9K | 0.32% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,863 | $409.5K | 0.24% | +1,863 | New |
| Presilium Private Wealth, LLC | 1,863 | $409.6K | 0.09% | 00.0% | Unchanged |
| Prostatis Group LLC | 1,865 | $410.1K | 0.12% | −86−4.4% | Reduced |
| Baker Boyer National Bank | 1,866 | $410.2K | 0.14% | +200+12.0% | Added |
| Vista Capital Partners, Inc. | 1,869 | $410.9K | 0.05% | −20−1.1% | Reduced |
| Meridian Financial Partners LLC | 1,871 | $411.0K | 0.22% | −55−2.9% | Reduced |
| Callan Capital, LLC | 1,870 | $411.1K | 0.03% | +44+2.4% | Added |
| LVW Advisors, LLC | 1,872 | $411.5K | 0.05% | −304−14.0% | Reduced |
| Hickory Point Bank & Trust | 1,873 | $411.7K | 0.37% | +1,873 | New |
| Rebalance, LLC | 1,875 | $412.2K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,885 | $414.4K | 0.06% | −196−9.4% | Reduced |
| Gradient Investments LLC | 1,891 | $415.7K | 0.01% | −32−1.7% | Reduced |
| Gradient Capital Advisors, LLC | 1,897 | $417.1K | 0.13% | +70+3.8% | Added |
| Capital Counsel LLC | 1,900 | $417.7K | 0.02% | −21−1.1% | Reduced |
| Clarity Wealth Advisors, LLC | 1,901 | $417.9K | 0.11% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,901 | $417.9K | 0.31% | 00.0% | Unchanged |
| Lee Financial Co | 1,901 | $417.9K | 0.06% | +3+0.2% | Added |
| Security Financial Services, INC. | 1,904 | $418.6K | 0.09% | +92+5.1% | Added |
| Brighton Securities Corp. | 1,904 | $418.6K | 0.20% | +1,904 | New |
| Coastline Trust Co | 1,905 | $418.8K | 0.05% | −560−22.7% | Reduced |
| Lyell Wealth Management, LP | 1,906 | $419.0K | 0.04% | 00.0% | Unchanged |
| Univest Financial Corp | 1,907 | $419.1K | 0.03% | −79−4.0% | Reduced |
| Colonial River Wealth Management, LLC | 1,907 | $419.3K | 0.20% | −315−14.2% | Reduced |
| Bank of Hawaii | 1,908 | $419.4K | 0.02% | −68−3.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,912 | $420.3K | 0.11% | +1,912 | New |
| Wealth Alliance Advisory Group, LLC | 1,917 | $421.4K | 0.09% | −325−14.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,917 | $421.5K | 0.11% | −3−0.2% | Reduced |
| Fagan Associates, Inc. | 1,920 | $422.1K | 0.07% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,920 | $422.1K | 0.07% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,920 | $422.1K | 0.04% | +85+4.6% | Added |
| Lazari Capital Management, Inc. | 1,923 | $422.7K | 0.17% | +37+2.0% | Added |
| OMNI 360 Wealth, Inc. | 1,925 | $423.2K | 0.28% | −126−6.1% | Reduced |
| Hoey Investments, Inc | 1,926 | $423.4K | 0.07% | +932+93.8% | Added |
| BOS Asset Management, LLC | 1,928 | $423.8K | 0.15% | −56−2.8% | Reduced |
| Pasadena Private Wealth, LLC | 1,928 | $423.8K | 0.09% | +10+0.5% | Added |
| Human Investing LLC | 1,929 | $424.1K | 0.08% | −79−3.9% | Reduced |
| AlTi Global, Inc. | 1,929 | $424.7K | 0.01% | −552−22.2% | Reduced |
| Goldstein Advisors, LLC | 1,932 | $424.7K | 0.06% | +715+58.8% | Added |
| CKW Financial Group | 1,932 | $425.0K | 0.05% | −644−25.0% | Reduced |
| Summit Wealth Partners, LLC | 1,935 | $425.3K | 0.09% | +1+0.1% | Added |
| Morton Capital Management LLC | 1,937 | $425.8K | 0.08% | +70+3.7% | Added |
| Broadway Wealth Solutions, Inc. | 1,942 | $426.9K | 0.32% | +1,942 | New |
| Arlington Trust Co LLC | 1,946 | $427.8K | 0.09% | +518+36.3% | Added |
| Parvin Asset Management, LLC | 1,950 | $428.7K | 0.46% | +1,950 | New |
| Brucke Financial, Inc. | 1,677 | $428.7K | 0.37% | +1,677 | New |
| Keb Asset Management, LLC | 1,951 | $428.9K | 0.12% | −98−4.8% | Reduced |
| BridgePort Financial Solutions, LLC | 1,700 | $430.5K | 0.19% | +1,700 | New |
| Ambassador Advisors, LLC | 1,962 | $431.3K | 0.07% | −40−2.0% | Reduced |
| Thompson David Blair | 1,969 | $432.8K | 0.32% | +1,969 | New |
| Schmidt P J Investment Management Inc | 1,970 | $433.1K | 0.08% | +100+5.3% | Added |
| W Advisors, LLC | 1,971 | $433.3K | 0.27% | +12+0.6% | Added |
| PSI Advisors, LLC | 1,974 | $433.7K | 0.13% | +23+1.2% | Added |
| Lakeside Advisors, INC. | 1,980 | $435.3K | 0.29% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,980 | $435.3K | 0.14% | +21+1.1% | Added |
| Revolve Wealth Partners, LLC | 1,982 | $435.7K | 0.06% | −586−22.8% | Reduced |
| Syon Capital LLC | 1,989 | $437.2K | 0.04% | +190+10.6% | Added |