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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| City State Bank | 4,001 | $879.5K | 0.31% | +251+6.7% | Added |
| BXM Wealth LLC | 3,999 | $879.1K | 1.23% | +3,999 | New |
| FNY Investment Advisers, LLC | 4,002 | $879.0K | 0.46% | +4,002 | New |
| OneAscent Financial Services LLC | 3,991 | $877.0K | 0.07% | +259+6.9% | Added |
| Cullen Investment Group, Ltd. | 3,985 | $876.1K | 0.13% | +123+3.2% | Added |
| First National Bank | 3,981 | $875.1K | 0.60% | −47−1.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,972 | $873.2K | 0.21% | +40+1.0% | Added |
| Gilliland Jeter Wealth Management LLC | 3,970 | $872.8K | 0.29% | +3+0.1% | Added |
| Investment Partners, Ltd. | 3,954 | $869.2K | 0.36% | −41−1.0% | Reduced |
| Weatherly Asset Management L. P. | 3,943 | $866.8K | 0.08% | 00.0% | Unchanged |
| Rinkey Investments | 3,941 | $866.4K | 0.28% | +80+2.1% | Added |
| InTrack Investment Management Inc | 3,978 | $866.3K | 0.60% | −348−8.0% | Reduced |
| Manske Wealth Management | 3,939 | $865.9K | 0.34% | +3,939 | New |
| Oxford Financial Group Ltd | 3,937 | $865.4K | 0.06% | −85−2.1% | Reduced |
| VisionPoint Advisory Group, LLC | 3,932 | $864.8K | 0.30% | −1,009−20.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 3,918 | $861.2K | 0.02% | −75−1.9% | Reduced |
| Portfolio Design Labs, LLC | 3,917 | $861.1K | 0.18% | +2,740+232.8% | Added |
| Quadcap Wealth Management, LLC | 3,903 | $858.1K | 0.13% | +637+19.5% | Added |
| Reliant Investment Management, LLC | 3,900 | $857.3K | 0.38% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 3,867 | $850.1K | 0.20% | +12+0.3% | Added |
| Keynote Financial Services LLC | 3,866 | $849.9K | 0.65% | +25+0.7% | Added |
| Congress Park Capital LLC | 3,863 | $849.2K | 0.31% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,856 | $847.7K | 0.31% | −3,464−47.3% | Reduced |
| River & Mercantile Asset Management LLP | 3,853 | $847.6K | 0.16% | −3,122−44.8% | Reduced |
| Oder Investment Management, LLC | 3,849 | $846.1K | 0.70% | −865−18.3% | Reduced |
| Gilbert & Cook, Inc. | 3,834 | $842.8K | 0.12% | +225+6.2% | Added |
| Weil Company, Inc. | 3,826 | $841.0K | 0.29% | +21+0.6% | Added |
| Stephens Consulting, LLC | 3,825 | $840.9K | 0.21% | −177−4.4% | Reduced |
| Fortem Financial Group, LLC | 3,817 | $839.0K | 0.33% | +27+0.7% | Added |
| Catalina Capital Group, LLC | 3,811 | $837.8K | 0.28% | +159+4.4% | Added |
| Phillips Wealth Planners LLC | 3,811 | $837.5K | 0.84% | −38−1.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,808 | $837.2K | 0.41% | −66−1.7% | Reduced |
| Capital Investment Counsel, Inc | 3,797 | $834.7K | 0.13% | −50−1.3% | Reduced |
| Interchange Capital Partners, LLC | 3,797 | $834.7K | 0.30% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,791 | $833.4K | 0.03% | −2,795−42.4% | Reduced |
| Gries Financial LLC | 3,790 | $833.1K | 0.15% | −55−1.4% | Reduced |
| HBW Advisory Services LLC | 3,788 | $832.8K | 0.12% | −37−1.0% | Reduced |
| Heritage Wealth Advisors | 3,787 | $832.5K | 0.04% | −289−7.1% | Reduced |
| Blue Chip Partners, Inc. | 3,786 | $832.2K | 0.07% | +170+4.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,782 | $831.4K | 0.16% | +381+11.2% | Added |
| Sentry Investment Management LLC | 3,781 | $831.0K | 0.40% | −616−14.0% | Reduced |
| Quent Capital, LLC | 3,779 | $830.7K | 0.09% | −499−11.7% | Reduced |
| Harvest Portfolios Group Inc. | 3,777 | $830.3K | 0.03% | +1,100+41.1% | Added |
| First Western Trust Bank | 3,767 | $828.1K | 0.04% | −220−5.5% | Reduced |
| Dempze Nancy E | 3,760 | $826.6K | 0.48% | 00.0% | Unchanged |
| Berkshire Bank | 3,759 | $826.3K | 0.19% | −300−7.4% | Reduced |
| Planned Solutions, Inc. | 3,758 | $826.1K | 0.34% | −9−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 3,757 | $826.0K | 0.07% | +83+2.3% | Added |
| Retirement Investment Advisors, Inc. | 3,750 | $824.4K | 0.09% | +1,110+42.0% | Added |
| Spirepoint Private Client, LLC | 3,748 | $823.9K | 0.10% | −12−0.3% | Reduced |
| Strategic Financial Concepts, LLC | 3,743 | $822.8K | 0.16% | +765+25.7% | Added |
| Wealth Architects, LLC | 3,741 | $822.4K | 0.09% | −36−1.0% | Reduced |
| Olistico Wealth, LLC | 3,740 | $822.2K | 0.48% | +450+13.7% | Added |
| Libra Wealth LLC | 3,732 | $820.4K | 0.32% | +740+24.7% | Added |
| Miracle Mile Advisors, LLC | 3,730 | $819.9K | 0.02% | +2,163+138.0% | Added |
| WMS Partners, LLC | 3,725 | $818.9K | 0.05% | −122−3.2% | Reduced |
| Destination Wealth Management | 3,720 | $817.7K | 0.03% | +1,421+61.8% | Added |
| West Family Investments, Inc. | 3,719 | $817.5K | 0.28% | −44−1.2% | Reduced |
| Wallace Advisory Group, LLC | 3,692 | $816.2K | 0.56% | +538+17.1% | Added |
| Soltis Investment Advisors LLC | 3,704 | $814.2K | 0.08% | +614+19.9% | Added |
| Global Trust Asset Management, LLC | 3,699 | $813.1K | 0.31% | −177−4.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,672 | $807.2K | 0.06% | 00.0% | Unchanged |
| JB Capital LLC | 3,669 | $806.8K | 0.05% | −11−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 3,659 | $804.3K | 0.10% | −112−3.0% | Reduced |
| Wimmer Associates 1, LLC | 3,658 | $804.1K | 0.40% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 3,657 | $803.9K | 0.28% | +164+4.7% | Added |
| First Command Advisory Services, Inc. | 3,657 | $803.9K | 0.01% | −78−2.1% | Reduced |
| Autumn Glory Partners, LLC | 3,653 | $803.0K | 0.39% | −2,640−42.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,650 | $802.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 3,645 | $801.2K | 0.32% | −10.0% | Reduced |
| McAdam, LLC | 3,640 | $800.3K | 0.04% | +70+2.0% | Added |
| MTM Investment Management, LLC | 3,634 | $798.9K | 0.31% | +4+0.1% | Added |
| Cornerstone Advisors Asset Management, LLC | 3,631 | $798.2K | 0.17% | +3+0.1% | Added |
| Creative Financial Designs Inc | 3,630 | $798.1K | 0.06% | −1,781−32.9% | Reduced |
| SignalPoint Asset Management, LLC | 3,630 | $797.9K | 0.19% | −53−1.4% | Reduced |
| MBL Wealth, LLC | 3,621 | $796.1K | 0.08% | +18+0.5% | Added |
| Bedel Financial Consulting, Inc. | 3,017 | $794.3K | 0.11% | −169−5.3% | Reduced |
| City Holding Co | 3,613 | $794.2K | 0.11% | −487−11.9% | Reduced |
| Invictus Private Wealth, LLC | 3,609 | $793.4K | 0.06% | −213−5.6% | Reduced |
| NFP Retirement, Inc. | 3,606 | $792.8K | 0.06% | −268−6.9% | Reduced |
| Valley National Advisers Inc | 3,603 | $792.0K | 0.14% | −10,248−74.0% | Reduced |
| Lafayette Investments, Inc. | 3,602 | $791.8K | 0.17% | +18+0.5% | Added |
| New Hampshire Trust | 3,601 | $791.6K | 0.17% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,601 | $791.6K | 0.48% | +8+0.2% | Added |
| Signature Wealth Management Partners, LLC | 3,588 | $788.7K | 0.54% | +2+0.1% | Added |
| Oldfather Financial Services, LLC | 3,587 | $788.5K | 0.30% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,585 | $788.1K | 0.38% | −30−0.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,586 | $788.0K | 0.34% | +3+0.1% | Added |
| Boit C F David | 3,584 | $787.9K | 0.40% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,582 | $787.5K | 0.08% | −476−11.7% | Reduced |
| CLG LLC | 3,581 | $787.3K | 0.28% | +3,581 | New |
| SMART Wealth LLC | 3,578 | $786.6K | 0.28% | −265−6.9% | Reduced |
| Northwest Financial Advisors | 3,566 | $783.9K | 0.65% | +16+0.5% | Added |
| Angeles Wealth Management, LLC | 3,556 | $781.7K | 0.06% | +545+18.1% | Added |
| Selway Asset Management | 3,550 | $780.4K | 0.31% | +3,550 | New |
| Lynx Investment Advisory | 3,549 | $780.2K | 0.53% | +85+2.5% | Added |
| Shum Financial Group, Inc. | 3,542 | $778.6K | 0.67% | −88−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 3,539 | $778.0K | 0.34% | +93+2.7% | Added |
| Vista Investment Partners II, LLC | 3,536 | $777.3K | 0.46% | +3,536 | New |
| EverSource Wealth Advisors, LLC | 3,536 | $777.3K | 0.04% | +872+32.7% | Added |