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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 10,106 | $2.22M | 0.80% | +780+8.4% | Added |
| Boothe Investment Group, Inc. | 10,096 | $2.22M | 0.96% | −592−5.5% | Reduced |
| Del-Sette Capital Management, LLC | 10,028 | $2.20M | 1.79% | −310−3.0% | Reduced |
| SageView Advisory Group, LLC | 10,018 | $2.20M | 0.09% | +3,189+46.7% | Added |
| Simplicity Wealth,LLC | 10,015 | $2.20M | 0.46% | +507+5.3% | Added |
| Pinnacle Holdings, LLC | 10,011 | $2.20M | 0.83% | −627−5.9% | Reduced |
| Westport Asset Management Inc | 10,000 | $2.20M | 1.05% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 10,000 | $2.20M | 1.45% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 9,987 | $2.20M | 0.86% | +55+0.6% | Added |
| Smartleaf Asset Management LLC | 9,962 | $2.19M | 0.22% | +1,765+21.5% | Added |
| First City Capital Management, Inc. | 9,973 | $2.19M | 1.17% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9,964 | $2.19M | 0.15% | +122+1.2% | Added |
| Roble, Belko & Company, Inc | 9,959 | $2.19M | 0.35% | +25+0.3% | Added |
| Bridgewater Advisors Inc. | 10,041 | $2.19M | 0.23% | +10,041 | New |
| Journey Strategic Wealth LLC | 9,889 | $2.17M | 0.08% | +2,967+42.9% | Added |
| Key Client Fiduciary Advisors, LLC | 9,865 | $2.17M | 0.97% | +7+0.1% | Added |
| Parthenon LLC | 9,842 | $2.16M | 0.26% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 9,809 | $2.16M | 1.10% | −12−0.1% | Reduced |
| Keystone Financial Planning, Inc. | 9,809 | $2.16M | 0.67% | −132−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 9,790 | $2.15M | 0.30% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 9,775 | $2.15M | 0.16% | −10,419−51.6% | Reduced |
| Atlantic Trust, LLC | 9,766 | $2.15M | 0.46% | −9−0.1% | Reduced |
| Patten Group, Inc. | 9,765 | $2.15M | 0.48% | −68−0.7% | Reduced |
| Chicago Trust Co NA | 9,740 | $2.14M | 0.38% | −1,461−13.0% | Reduced |
| Norden Group LLC | 9,711 | $2.13M | 0.24% | +107+1.1% | Added |
| Mainstay Capital Management LLC | 9,698 | $2.13M | 0.32% | +96+1.0% | Added |
| Zullo Investment Group, Inc. | 9,688 | $2.13M | 0.86% | +12+0.1% | Added |
| Mendel Capital Management LLC | 9,684 | $2.13M | 1.29% | +83+0.9% | Added |
| Roxbury Financial LLC | 9,324 | $2.12M | 2.04% | +9,324 | New |
| Little House Capital LLC | 9,646 | $2.12M | 0.61% | −2,981−23.6% | Reduced |
| Nwam LLC | 9,643 | $2.12M | 0.13% | −33−0.3% | Reduced |
| Pines Wealth Management, LLC | 9,599 | $2.11M | 0.92% | +9,599 | New |
| Hartford Financial Management Inc. | 9,565 | $2.10M | 0.43% | +36+0.4% | Added |
| Smith Anglin Financial, LLC | 9,563 | $2.10M | 0.20% | −790−7.6% | Reduced |
| Montecito Bank & Trust | 9,559 | $2.10M | 0.36% | +745+8.5% | Added |
| Ridgecrest Wealth Partners, LLC | 9,551 | $2.10M | 1.14% | +6+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 9,539 | $2.10M | 0.46% | −24−0.3% | Reduced |
| Nilsine Partners, LLC | 9,539 | $2.10M | 0.22% | +2,487+35.3% | Added |
| Perfromance Wealth Partners, LLC | 9,525 | $2.09M | 0.07% | +24+0.3% | Added |
| Fidelis Capital Partners, LLC | 7,983 | $2.08M | 0.21% | +1,727+27.6% | Added |
| Gotham Asset Management, LLC | 9,445 | $2.08M | 0.02% | −5,304−36.0% | Reduced |
| Donaldson Capital Management, LLC | 9,424 | $2.07M | 0.08% | −137−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 9,421 | $2.07M | 1.02% | −1,885−16.7% | Reduced |
| Uncommon Cents Investing LLC | 9,393 | $2.06M | 0.61% | −15−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 9,373 | $2.06M | 0.15% | +194+2.1% | Added |
| Cigna Investments Inc | 9,372 | $2.06M | 0.36% | −81−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 9,359 | $2.06M | 0.13% | +2,265+31.9% | Added |
| Bank of New Hampshire | 9,337 | $2.05M | 0.53% | +752+8.8% | Added |
| Wright Investors Service Inc | 9,332 | $2.05M | 0.67% | −9,009−49.1% | Reduced |
| ROI Financial Advisors, LLC | 9,319 | $2.05M | 1.40% | +957+11.4% | Added |
| GTS Securities LLC | 9,308 | $2.05M | 0.10% | −38,022−80.3% | Reduced |
| Raleigh Capital Management Inc. | 9,296 | $2.04M | 0.79% | −374−3.9% | Reduced |
| Smith, Salley & Associates | 9,294 | $2.04M | 0.13% | +121+1.3% | Added |
| Colonial Trust Co | 9,279 | $2.04M | 0.30% | +855+10.1% | Added |
| FineMark National Bank & Trust | 9,269 | $2.04M | 0.07% | +143+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 9,224 | $2.03M | 0.94% | +418+4.7% | Added |
| Beaumont Financial Advisors, LLC | 9,224 | $2.03M | 0.15% | +274+3.1% | Added |
| Linscomb & Williams, Inc. | 9,218 | $2.03M | 0.10% | −2,088−18.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,126 | $2.01M | 0.62% | +126+1.4% | Added |
| Palumbo Wealth Management LLC | 9,116 | $2.00M | 0.75% | +53+0.6% | Added |
| Chesapeake Asset Management LLC | 9,100 | $2.00M | 1.86% | +5+0.1% | Added |
| Investment Partners Asset Management, Inc. | 9,092 | $2.00M | 1.57% | +221+2.5% | Added |
| Tompkins Financial Corp | 9,086 | $2.00M | 0.19% | +180+2.0% | Added |
| CFS Investment Advisory Services, LLC | 9,071 | $1.99M | 0.18% | −83−0.9% | Reduced |
| Western Wealth Management, LLC | 9,059 | $1.99M | 0.11% | −7,854−46.4% | Reduced |
| Vista Investment Partners LLC | 9,059 | $1.99M | 0.62% | −1,885−17.2% | Reduced |
| Union Bancaire Privee, UBP SA | 10,477 | $1.99M | 0.04% | +10,477 | New |
| Osterweis Capital Management Inc | 9,020 | $1.98M | 0.09% | −42−0.5% | Reduced |
| Pavion Blue Capital, LLC | 8,997 | $1.98M | 0.93% | −14−0.2% | Reduced |
| Slocum, Gordon & Co LLP | 8,985 | $1.98M | 1.62% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,983 | $1.97M | 0.09% | −7,716−46.2% | Reduced |
| Green Square Capital Advisors LLC | 8,982 | $1.97M | 0.28% | −840−8.6% | Reduced |
| KCM Investment Advisors LLC | 8,916 | $1.96M | 0.07% | +189+2.2% | Added |
| Sandbox Financial Partners, LLC | 8,892 | $1.95M | 0.65% | +23+0.3% | Added |
| DT Investment Partners, LLC | 8,878 | $1.95M | 0.17% | −334−3.6% | Reduced |
| Core Wealth Advisors, Inc. | 8,839 | $1.94M | 0.64% | −92−1.0% | Reduced |
| Diligent Investors, LLC | 8,832 | $1.94M | 0.45% | −131−1.5% | Reduced |
| Brady Martz Wealth Solutions, LLC | 8,910 | $1.94M | 0.47% | +8,910 | New |
| Callan Family Office, LLC | 8,822 | $1.94M | 0.12% | +7,589+615.5% | Added |
| Cidel Asset Management Inc | 8,817 | $1.94M | 0.13% | −401−4.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,796 | $1.93M | 0.52% | −75−0.8% | Reduced |
| Fortis Group Advisors, LLC | 8,795 | $1.93M | 0.36% | +30+0.3% | Added |
| Bailard, Inc. | 8,780 | $1.93M | 0.05% | +20.0% | Added |
| Apexium Financial, LP | 8,771 | $1.93M | 0.12% | +4,292+95.8% | Added |
| Meridian Investment Counsel Inc. | 8,758 | $1.93M | 0.57% | −1,000−10.2% | Reduced |
| Gitterman Wealth Management, LLC | 8,754 | $1.92M | 0.80% | +900+11.5% | Added |
| Strategic Blueprint, LLC | 8,750 | $1.92M | 0.11% | −181−2.0% | Reduced |
| Massmutual Trust Co FSB | 8,725 | $1.92M | 0.05% | +255+3.0% | Added |
| Inlet Private Wealth, LLC | 8,717 | $1.92M | 0.51% | −600−6.4% | Reduced |
| Thoroughbred Financial Services, LLC | 8,707 | $1.91M | 0.12% | −210−2.4% | Reduced |
| Waratah Capital Advisors Ltd. | 8,702 | $1.91M | 0.11% | +8,702 | New |
| Archford Capital Strategies, LLC | 8,699 | $1.91M | 0.29% | −16−0.2% | Reduced |
| Consolidated Portfolio Review Corp | 8,696 | $1.91M | 0.30% | +7,727+797.4% | Added |
| Argentarii, LLC | 8,679 | $1.91M | 0.96% | +8,679 | New |
| Longfellow Investment Management Co LLC | 8,653 | $1.90M | 0.49% | −555−6.0% | Reduced |
| Inman Jager Wealth Management, LLC | 8,641 | $1.90M | 1.48% | +8,641 | New |
| Penobscot Investment Management Company, Inc. | 8,628 | $1.90M | 0.17% | +515+6.3% | Added |
| Capital Asset Advisory Services LLC | 8,517 | $1.90M | 0.09% | +484+6.0% | Added |
| Ceera Investments, LLC | 8,618 | $1.89M | 0.65% | −2,622−23.3% | Reduced |
| Carl P. Sherr & Co., LLC | 8,613 | $1.89M | 0.99% | +30.0% | Added |