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 |
|---|---|---|---|---|---|
| TKG Advisors, LLC | 6,036 | $1.36M | 0.63% | −265−4.2% | Reduced |
| bLong Financial, LLC | 6,172 | $1.36M | 1.12% | +6,172 | New |
| IVC Wealth Advisors LLC | 6,155 | $1.35M | 0.76% | −850−12.1% | Reduced |
| Millstone Evans Group, LLC | 6,150 | $1.35M | 0.92% | +6,150 | New |
| Edgestream Partners, L.P. | 6,143 | $1.35M | 0.06% | −161−2.6% | Reduced |
| Old North State Trust, LLC | 6,109 | $1.34M | 0.85% | +1,710+38.9% | Added |
| Everhart Financial Group, Inc. | 6,109 | $1.34M | 0.28% | +484+8.6% | Added |
| Cascade Investment Group, Inc. | 6,108 | $1.34M | 0.96% | +189+3.2% | Added |
| Diversified Enterprises, LLC | 6,098 | $1.34M | 0.13% | +331+5.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,081 | $1.34M | 0.63% | +1,447+31.2% | Added |
| Cornerstone Select Advisors, LLC | 6,059 | $1.33M | 1.28% | +6,059 | New |
| Howard Capital Management Inc. | 6,057 | $1.33M | 0.02% | −979−13.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,049 | $1.33M | 0.75% | −25−0.4% | Reduced |
| Bingham Private Wealth, LLC | 6,038 | $1.33M | 1.41% | +6,038 | New |
| Granite Investment Partners, LLC | 6,028 | $1.33M | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 6,009 | $1.32M | 0.36% | −229−3.7% | Reduced |
| Wealth Alliance | 5,995 | $1.32M | 0.16% | −154−2.5% | Reduced |
| Selective Wealth Management, Inc. | 6,013 | $1.31M | 0.53% | +128+2.2% | Added |
| Aspen Investment Management Inc | 5,925 | $1.30M | 0.60% | +110+1.9% | Added |
| Burt Wealth Advisors | 5,921 | $1.30M | 0.33% | −110−1.8% | Reduced |
| Papp L Roy & Associates | 5,917 | $1.30M | 0.15% | −260−4.2% | Reduced |
| Heartwood Wealth Advisors LLC | 5,913 | $1.30M | 0.15% | +5+0.1% | Added |
| TBH Global Asset Management, LLC | 5,910 | $1.30M | 0.31% | −21−0.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5,909 | $1.30M | 0.16% | 00.0% | Unchanged |
| Oak Associates, Ltd | 5,907 | $1.30M | 0.09% | +3+0.1% | Added |
| Cornerstone Enterprises, LLC | 5,897 | $1.30M | 0.78% | +5,897 | New |
| Plante Moran Financial Advisors, LLC | 5,896 | $1.30M | 0.11% | −414−6.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,848 | $1.29M | 0.43% | +8+0.1% | Added |
| Elevated Capital Advisors, LLC | 5,845 | $1.28M | 0.35% | +720+14.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5,831 | $1.28M | 0.88% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,801 | $1.28M | 0.12% | +891+18.1% | Added |
| Abc Arbitrage SA | 5,807 | $1.28M | 0.18% | +5,807 | New |
| NCM Capital Management, LLC | 5,806 | $1.28M | 0.58% | +1,305+29.0% | Added |
| Corps Capital Advisors, LLC | 5,800 | $1.28M | 1.29% | +5,800 | New |
| Arkfeld Wealth Strategies, L.L.C. | 5,858 | $1.27M | 0.58% | +21+0.4% | Added |
| Fortitude Family Office, LLC | 5,793 | $1.27M | 0.45% | −83−1.4% | Reduced |
| Ullmann Financial Group, Inc. | 5,792 | $1.27M | 0.16% | +255+4.6% | Added |
| San Luis Wealth Advisors LLC | 5,792 | $1.27M | 0.24% | −855−12.9% | Reduced |
| Putney Financial Group LLC | 5,786 | $1.27M | 1.13% | +5,786 | New |
| Heritage Trust Co | 5,777 | $1.27M | 0.15% | +5,777 | New |
| AlphaMark Advisors, LLC | 5,769 | $1.27M | 0.55% | −2,422−29.6% | Reduced |
| Gratus Wealth Advisors, LLC | 5,762 | $1.27M | 0.20% | +2,423+72.6% | Added |
| Financial Advocates Investment Management | 5,761 | $1.27M | 0.07% | +275+5.0% | Added |
| American National Bank | 5,733 | $1.26M | 0.14% | +1,131+24.6% | Added |
| Cross Staff Investments Inc | 5,730 | $1.26M | 0.95% | −50−0.9% | Reduced |
| Northwest Bancshares, Inc. | 5,727 | $1.26M | 0.23% | −772−11.9% | Reduced |
| DRW Securities, LLC | 5,725 | $1.26M | 0.08% | +3,715+184.8% | Added |
| Equitable Trust Co | 5,723 | $1.26M | 0.07% | −364−6.0% | Reduced |
| Austin Private Wealth, LLC | 5,719 | $1.26M | 0.12% | +494+9.5% | Added |
| Legacy Advisors, LLC | 5,713 | $1.26M | 0.12% | +1,691+42.0% | Added |
| Harbor Investment Advisory, LLC | 5,711 | $1.26M | 0.12% | −147−2.5% | Reduced |
| Axecap Investments, LLC | 5,678 | $1.25M | 0.94% | +721+14.5% | Added |
| Hancock Whitney Corp | 5,672 | $1.25M | 0.04% | +153+2.8% | Added |
| GAM Holding AG | 5,670 | $1.25M | 0.09% | +5,670 | New |
| United Advisor Group, LLC | 5,667 | $1.25M | 0.25% | −185−3.2% | Reduced |
| Coastal Bridge Advisors, LLC | 5,665 | $1.25M | 0.31% | −85−1.5% | Reduced |
| Main Street Financial Solutions, LLC | 5,657 | $1.24M | 0.12% | −4,580−44.7% | Reduced |
| M. Kraus & Co | 5,652 | $1.24M | 0.37% | −250−4.2% | Reduced |
| Financial Partners Group, LLC | 5,635 | $1.24M | 0.51% | −251−4.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,683 | $1.23M | 0.46% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,607 | $1.23M | 0.62% | +33+0.6% | Added |
| Cobblestone Capital Advisors LLC | 5,605 | $1.23M | 0.07% | +60+1.1% | Added |
| Callahan Advisors, LLC | 5,558 | $1.22M | 0.11% | +2,488+81.0% | Added |
| Premier Path Wealth Partners, LLC | 5,555 | $1.22M | 0.19% | +51+0.9% | Added |
| SeaBridge Investment Advisors LLC | 5,551 | $1.22M | 0.26% | +1,390+33.4% | Added |
| World Equity Group, Inc. | 5,541 | $1.22M | 0.26% | −634−10.3% | Reduced |
| Campbell Wealth Management | 5,537 | $1.22M | 0.11% | +3,839+226.1% | Added |
| Brandywine Oak Private Wealth LLC | 5,518 | $1.21M | 0.12% | −537−8.9% | Reduced |
| Navellier & Associates Inc | 5,507 | $1.21M | 0.15% | +1,397+34.0% | Added |
| Mount Vernon Associates Inc | 5,505 | $1.21M | 0.94% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,501 | $1.21M | 0.01% | −339−5.8% | Reduced |
| Private Portfolio Partners LLC | 5,498 | $1.21M | 0.22% | −239−4.2% | Reduced |
| Sunburst Financial Group, LLC | 5,495 | $1.21M | 0.30% | −1,207−18.0% | Reduced |
| LS Investment Advisors, LLC | 5,495 | $1.21M | 0.18% | −145−2.6% | Reduced |
| Sumitomo Life Insurance Co | 5,487 | $1.21M | 0.02% | −150−2.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,469 | $1.20M | 0.24% | +114+2.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,462 | $1.20M | 0.70% | −1,727−24.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,457 | $1.20M | 0.14% | −194−3.4% | Reduced |
| Coco Enterprises, LLC | 5,421 | $1.19M | 0.72% | −71−1.3% | Reduced |
| Souders Financial Advisors | 5,420 | $1.19M | 0.17% | −158−2.8% | Reduced |
| Insight Advisors, LLC | 5,405 | $1.19M | 0.20% | −140−2.5% | Reduced |
| Grandview Asset Management LLC | 5,409 | $1.19M | 0.44% | +5,409 | New |
| Allied Investment Advisors, LLC | 5,404 | $1.19M | 0.24% | +200+3.8% | Added |
| Fiduciary Alliance LLC | 5,400 | $1.19M | 0.12% | +2,757+104.3% | Added |
| Cable Hill Partners, LLC | 5,395 | $1.19M | 0.12% | −759−12.3% | Reduced |
| iA Global Asset Management Inc. | 5,397 | $1.19M | 0.02% | +3,255+152.0% | Added |
| Evergreen Wealth Solutions, LLC | 5,350 | $1.18M | 0.82% | −57−1.1% | Reduced |
| Summit Asset Management, LLC | 5,347 | $1.18M | 0.21% | −422−7.3% | Reduced |
| Alteri Wealth LLC | 5,346 | $1.18M | 0.33% | +5,346 | New |
| Independence Bank of Kentucky | 5,345 | $1.17M | 0.18% | −185−3.3% | Reduced |
| Benin Management CORP | 5,342 | $1.17M | 0.32% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5,340 | $1.17M | 0.89% | −154−2.8% | Reduced |
| GM Advisory Group, Inc. | 5,329 | $1.17M | 0.06% | +115+2.2% | Added |
| LBMC Investment Advisors, LLC | 5,316 | $1.17M | 0.09% | +10+0.2% | Added |
| Stablepoint Partners, LLC | 5,308 | $1.17M | 0.21% | +50+1.0% | Added |
| Mirabaud Asset Management Ltd | 5,296 | $1.17M | 0.54% | +1,632+44.5% | Added |
| Liberty Wealth Management LLC | 5,300 | $1.17M | 0.19% | +580+12.3% | Added |
| Atwood & Palmer Inc | 5,299 | $1.16M | 0.08% | 00.0% | Unchanged |
| MWA Asset Management | 5,287 | $1.16M | 0.77% | +2,542+92.6% | Added |
| Kesler, Norman & Wride, LLC | 5,285 | $1.16M | 0.25% | −993−15.8% | Reduced |