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 | 3,496 | $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 |
|---|---|---|---|---|---|
| Clarkston Capital Partners, LLC | 7,205 | $1.58M | 0.03% | +7,205 | New |
| Lake Street Financial LLC | 7,203 | $1.58M | 0.25% | −554−7.1% | Reduced |
| Roffman Miller Associates Inc | 7,189 | $1.58M | 0.10% | −425−5.6% | Reduced |
| Core Wealth Partners LLC | 7,163 | $1.57M | 0.90% | −658−8.4% | Reduced |
| SRN Advisors, LLC | 7,161 | $1.57M | 1.40% | +4,650+185.2% | Added |
| Jeppson Wealth Management, LLC | 7,160 | $1.57M | 0.57% | +58+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,153 | $1.57M | 0.08% | 00.0% | Unchanged |
| Claris Financial LLC | 7,135 | $1.57M | 1.03% | +7,135 | New |
| CX Institutional | 7,125 | $1.57M | 0.06% | +143+2.0% | Added |
| Everett Harris & Co | 7,116 | $1.56M | 0.02% | +3,431+93.1% | Added |
| CFC Planning Co LLC | 7,044 | $1.55M | 1.66% | +7,044 | New |
| Boston Financial Mangement LLC | 7,035 | $1.55M | 0.05% | +800+12.8% | Added |
| Obsidian Personal Planning Solutions LLC | 6,047 | $1.55M | 0.75% | +66+1.1% | Added |
| First National Bank & Trust Co of Newtown | 7,030 | $1.55M | 0.32% | −56−0.8% | Reduced |
| Rossmore Private Capital | 7,015 | $1.54M | 0.19% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 7,008 | $1.54M | 0.08% | −8,081−53.6% | Reduced |
| Atlas Brown,Inc. | 7,000 | $1.54M | 0.53% | +212+3.1% | 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 |
| Capstone Triton Financial Group, LLC | 6,990 | $1.54M | 0.96% | +131+1.9% | Added |
| Strait & Sound Wealth Management LLC | 6,986 | $1.54M | 0.71% | +89+1.3% | Added |
| Northern Financial Advisors Inc | 6,971 | $1.53M | 1.22% | −844−10.8% | Reduced |
| Dover Advisors, LLC | 6,964 | $1.53M | 0.88% | +745+12.0% | Added |
| Groupe la Francaise | 6,384 | $1.53M | 0.04% | +6,384 | New |
| Tradewinds, LLC. | 5,998 | $1.53M | 0.43% | −165−2.7% | Reduced |
| Wolfstich Capital, LLC | 6,949 | $1.53M | 1.35% | +6,949 | New |
| Etesian Wealth Advisors, Inc. | 6,945 | $1.53M | 0.68% | +372+5.7% | Added |
| Transatlantique Private Wealth LLC | 6,936 | $1.52M | 0.58% | +20.0% | Added |
| TCI Wealth Advisors, Inc. | 6,933 | $1.52M | 0.13% | −73−1.0% | Reduced |
| Northeast Investment Management | 6,932 | $1.52M | 0.07% | −150−2.1% | Reduced |
| Hexagon Capital Partners LLC | 6,891 | $1.51M | 0.28% | +597+9.5% | Added |
| Stamos Capital Partners, L.P. | 6,840 | $1.50M | 0.35% | +60+0.9% | Added |
| Ancora Advisors, LLC | 6,839 | $1.50M | 0.03% | +916+15.5% | Added |
| Focus Financial Network, Inc. | 6,822 | $1.50M | 0.06% | +265+4.0% | Added |
| Certified Advisory Corp | 6,815 | $1.50M | 0.16% | +137+2.1% | Added |
| Harbour Investments, Inc. | 6,813 | $1.50M | 0.04% | +608+9.8% | Added |
| Moss Adams Wealth Advisors LLC | 6,806 | $1.50M | 0.16% | −434−6.0% | Reduced |
| Laurel Wealth Advisors LLC | 6,789 | $1.49M | 0.23% | −109−1.6% | Reduced |
| Fairfield, Bush & Co. | 6,741 | $1.48M | 0.87% | +158+2.4% | Added |
| Blue Edge Capital, LLC | 6,737 | $1.48M | 0.23% | +135+2.0% | Added |
| Monetary Management Group Inc | 6,712 | $1.48M | 0.38% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,705 | $1.48M | 0.30% | +534+8.7% | Added |
| Parkside Financial Bank & Trust | 6,695 | $1.47M | 0.19% | +2,171+48.0% | Added |
| Meridian Wealth Advisors, LLC | 6,689 | $1.47M | 0.24% | −82−1.2% | Reduced |
| Cumberland Partners Ltd | 6,685 | $1.47M | 0.10% | −745−10.0% | Reduced |
| Secured Retirement Advisors, LLC | 6,676 | $1.47M | 0.84% | +5,375+413.1% | Added |
| Donoghue Forlines LLC | 6,676 | $1.47M | 0.49% | −11,938−64.1% | Reduced |
| Athena Investment Management | 6,673 | $1.47M | 0.85% | −298−4.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,667 | $1.47M | 0.56% | +6,549+5,550.0% | Added |
| Paragon Private Wealth Management, LLC | 6,649 | $1.46M | 0.67% | +461+7.4% | Added |
| Groupama Asset Managment | 6,636 | $1.46M | 0.03% | −6,641−50.0% | Reduced |
| Manchester Capital Management LLC | 6,648 | $1.46M | 0.17% | +10.0% | Added |
| Lion Street Advisors, LLC | 6,624 | $1.46M | 0.46% | +900+15.7% | Added |
| KLCM Advisors, Inc. | 6,619 | $1.46M | 0.17% | +859+14.9% | Added |
| Citizens National Bank Trust Department | 6,615 | $1.45M | 0.31% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6,568 | $1.44M | 0.19% | −866−11.6% | Reduced |
| Clark Capital Management Group, Inc. | 6,563 | $1.44M | 0.01% | +808+14.0% | Added |
| Old Mission Investment Co LLC | 6,560 | $1.44M | 0.43% | +4,360+198.2% | Added |
| Salem Investment Counselors Inc | 6,554 | $1.44M | 0.05% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,536 | $1.44M | 0.24% | +333+5.4% | Added |
| TrinityPoint Wealth, LLC | 6,536 | $1.44M | 0.20% | +31+0.5% | Added |
| Woodward Diversified Capital, LLC | 6,529 | $1.44M | 1.05% | −899−12.1% | Reduced |
| Ironwood Investment Management LLC | 6,525 | $1.43M | 0.71% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,084 | $1.43M | 0.09% | +59+0.8% | Added |
| GeoWealth Management, LLC | 6,495 | $1.43M | 0.05% | +543+9.1% | Added |
| MJP Associates Inc | 6,473 | $1.42M | 0.26% | −493−7.1% | Reduced |
| Sage Mountain Advisors LLC | 6,471 | $1.42M | 0.10% | +17+0.3% | Added |
| Broadwater Capital Management LLC | 6,455 | $1.42M | 1.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,454 | $1.42M | 0.12% | −533−7.6% | Reduced |
| WoodTrust Financial Corp | 6,434 | $1.41M | 0.20% | +510+8.6% | Added |
| Genesee Capital Advisors, LLC | 6,423 | $1.41M | 0.66% | −309−4.6% | Reduced |
| Atlantic Union Bankshares Corp | 6,418 | $1.41M | 0.08% | −1,035−13.9% | Reduced |
| Thrive Wealth Management, LLC | 6,401 | $1.41M | 0.25% | −475−6.9% | Reduced |
| Dividend Assets Capital, LLC | 6,390 | $1.40M | 0.27% | +10.0% | Added |
| JBR Co Financial Management Inc | 6,390 | $1.40M | 0.86% | +40+0.6% | Added |
| Kilter Group LLC | 6,385 | $1.40M | 0.91% | +6,385 | New |
| Garrison Point Advisors, LLC | 6,380 | $1.40M | 0.67% | +3,060+92.2% | Added |
| Frederick Financial Consultants, LLC | 6,378 | $1.40M | 1.12% | +6,378 | New |
| Winthrop Capital Management, LLC | 6,366 | $1.40M | 0.37% | +6,366 | New |
| Marietta Investment Partners LLC | 6,376 | $1.40M | 0.31% | −150−2.3% | Reduced |
| EPG Wealth Management LLC | 6,361 | $1.40M | 0.37% | −23−0.4% | Reduced |
| Donald L. Hagan, LLC | 6,358 | $1.40M | 0.73% | −337−5.0% | Reduced |
| Schechter Investment Advisors, LLC | 6,351 | $1.40M | 0.11% | +43+0.7% | Added |
| S.E.E.D. Planning Group LLC | 6,348 | $1.40M | 0.47% | +126+2.0% | Added |
| Pinnacle West Asset Management, Inc. | 6,335 | $1.39M | 1.00% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 6,330 | $1.39M | 0.17% | −30.0% | Reduced |
| Albion Financial Group | 6,325 | $1.39M | 0.10% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 6,309 | $1.39M | 0.06% | +582+10.2% | Added |
| Telos Capital Management, Inc. | 6,280 | $1.38M | 0.15% | +2,647+72.9% | Added |
| Novem Group | 6,276 | $1.38M | 0.21% | +6,276 | New |
| apricus wealth, LLC | 6,276 | $1.38M | 0.90% | +78+1.3% | Added |
| Castlekeep Investment Advisors LLC | 6,261 | $1.38M | 0.96% | −454−6.8% | Reduced |
| Northeast Financial Consultants Inc | 6,246 | $1.37M | 0.06% | +528+9.2% | Added |
| Register Financial Advisors LLC | 6,236 | $1.37M | 0.69% | −48−0.8% | Reduced |
| Stansberry Asset Management, LLC | 6,235 | $1.37M | 0.18% | −764−10.9% | Reduced |
| Insigneo Advisory Services, LLC | 6,226 | $1.37M | 0.14% | −3,807−37.9% | Reduced |
| Long Run Wealth Advisors, LLC | 6,213 | $1.37M | 0.33% | −362−5.5% | Reduced |
| Patten & Patten Inc | 6,195 | $1.36M | 0.09% | −30−0.5% | Reduced |
| AdvisorNet Financial, Inc | 6,181 | $1.36M | 0.11% | −30.0% | Reduced |