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 |
|---|---|---|---|---|---|
| Roof Eidam & Maycock | 3,535 | $777.1K | 0.20% | 00.0% | Unchanged |
| Gs Investments, Inc. | 3,525 | $774.9K | 0.35% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,524 | $774.7K | 0.34% | +34+1.0% | Added |
| Retirement Planning Group | 3,515 | $772.8K | 0.04% | +719+25.7% | Added |
| Worth Asset Management, LLC | 3,508 | $771.1K | 0.41% | −5,438−60.8% | Reduced |
| Kathmere Capital Management, LLC | 3,506 | $770.7K | 0.07% | +1,673+91.3% | Added |
| Drake & Associates, LLC | 3,051 | $769.9K | 0.22% | +3,051 | New |
| St. Louis Trust Co | 3,500 | $769.4K | 0.11% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 3,500 | $769.4K | 0.16% | +3,500 | New |
| Walter & Keenan Financial Consulting Co | 3,493 | $767.9K | 0.23% | +24+0.7% | Added |
| Fort Point Capital Partners LLC | 3,486 | $766.4K | 0.09% | −35−1.0% | Reduced |
| Fiera Capital Corp | 3,477 | $764.3K | 0.00% | −630−15.3% | Reduced |
| DMG Group, LLC | 3,475 | $763.9K | 0.62% | +280+8.8% | Added |
| Geometric Wealth Advisors | 3,469 | $762.6K | 0.14% | −77−2.2% | Reduced |
| Holistic Financial Partners | 3,464 | $761.5K | 0.38% | +14+0.4% | Added |
| Promethium Advisors,llc | 3,463 | $761.3K | 0.52% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 3,450 | $758.4K | 0.02% | +151+4.6% | Added |
| Smart Portfolios, LLC | 3,446 | $757.5K | 0.79% | −35−1.0% | Reduced |
| Financial Advisors Network, Inc. | 3,446 | $757.4K | 0.13% | +3,446 | New |
| Auxano Advisors, LLC | 3,436 | $755.4K | 0.19% | −35−1.0% | Reduced |
| Legal Advantage Investments, Inc. | 3,434 | $754.9K | 0.40% | −50−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 3,429 | $753.8K | 0.06% | +224+7.0% | Added |
| Kendall Capital Management | 3,424 | $752.7K | 0.22% | −125−3.5% | Reduced |
| Insight 2811, Inc. | 3,424 | $752.7K | 0.39% | −30−0.9% | Reduced |
| Sonata Capital Group Inc | 3,420 | $752.0K | 0.31% | +975+39.9% | Added |
| Somerville Kurt F | 3,412 | $750.1K | 0.13% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,412 | $750.0K | 0.08% | −4−0.1% | Reduced |
| Creekside Partners | 3,388 | $744.9K | 0.39% | +4+0.1% | Added |
| Curbstone Financial Management Corp | 3,388 | $744.8K | 0.16% | +298+9.6% | Added |
| Ignite Planners, LLC | 3,341 | $743.9K | 0.16% | +27+0.8% | Added |
| Family Firm, Inc. | 3,382 | $743.6K | 0.17% | +4+0.1% | Added |
| Platform Technology Partners | 3,380 | $743.2K | 0.23% | +10.0% | Added |
| Kolinsky Wealth Management, LLC | 3,379 | $742.7K | 0.45% | +111+3.4% | Added |
| LMG Wealth Partners, LLC | 3,369 | $740.6K | 0.16% | +30+0.9% | Added |
| Opinicus Capital, Inc. | 3,356 | $737.8K | 0.62% | +24+0.7% | Added |
| Eagle Bay Advisors LLC | 3,356 | $737.7K | 0.46% | −89−2.6% | Reduced |
| Baron Financial Group, LLC | 3,349 | $736.3K | 0.46% | +3+0.1% | Added |
| Wincap Financial LLC | 3,344 | $735.1K | 0.75% | +3,344 | New |
| Cardiff Park Advisors, LLC | 3,342 | $734.6K | 0.07% | −20−0.6% | Reduced |
| Hutchinson Capital Management | 3,332 | $732.5K | 0.14% | 00.0% | Unchanged |
| BIP Wealth, LLC | 3,326 | $731.2K | 0.05% | +200+6.4% | Added |
| Medallion Wealth Advisors, LLC | 3,304 | $730.1K | 0.36% | +3,304 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,319 | $729.6K | 0.11% | −2,089−38.6% | Reduced |
| Hemenway Trust Co LLC | 3,316 | $729.0K | 0.06% | −21−0.6% | Reduced |
| Twin Capital Management Inc | 3,315 | $728.7K | 0.08% | +57+1.7% | Added |
| Boston Trust Walden Corp | 3,302 | $725.9K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,300 | $725.4K | 0.06% | +1,217+58.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,300 | $725.3K | 0.09% | +10.0% | Added |
| Maple Capital Management, Inc. | 3,299 | $725.2K | 0.05% | −298−8.3% | Reduced |
| Facet Wealth, Inc. | 2,873 | $725.1K | 0.02% | −28−1.0% | Reduced |
| Kestra Investment Management, LLC | 3,297 | $724.7K | 0.03% | +256+8.4% | Added |
| Gillespie Robinson & Grimm Inc | 3,295 | $724.3K | 0.06% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 3,291 | $723.5K | 0.56% | −2−0.1% | Reduced |
| Trueblood Wealth Management, LLC | 3,287 | $722.5K | 0.36% | +519+18.8% | Added |
| Abacus Planning Group, Inc. | 3,279 | $720.8K | 0.13% | +8+0.2% | Added |
| Breakwater Capital Group | 3,279 | $720.8K | 0.14% | +496+17.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,271 | $719.1K | 0.12% | +231+7.6% | Added |
| Fortress Private Ledger, LLC | 3,261 | $716.8K | 0.44% | +3,261 | New |
| First United Bank Trust | 3,248 | $714.0K | 0.26% | −25−0.8% | Reduced |
| Smith, Moore & Co. | 3,245 | $713.5K | 0.07% | −202−5.9% | Reduced |
| Sawyer & Company, Inc | 3,244 | $713.0K | 0.26% | −335−9.4% | Reduced |
| Wealth Quarterback LLC | 3,240 | $712.3K | 0.33% | −186−5.4% | Reduced |
| Glen Eagle Advisors, LLC | 3,236 | $711.3K | 0.12% | +1,000+44.7% | Added |
| Kades & Cheifetz LLC | 3,230 | $710.1K | 0.36% | −2,082−39.2% | Reduced |
| Bouchey Financial Group Ltd | 3,228 | $709.6K | 0.06% | +13+0.4% | Added |
| Mechanics Financial Corp | 3,225 | $709.0K | 0.32% | 00.0% | Unchanged |
| Outfitter Financial LLC | 3,222 | $708.3K | 0.57% | −50−1.5% | Reduced |
| Wealth Group, Ltd. | 3,219 | $708.0K | 0.46% | +714+28.5% | Added |
| Montz Harcus Wealth Management LLC | 3,216 | $706.9K | 0.40% | +21+0.7% | Added |
| Oak Harbor Wealth Partners, LLC | 3,215 | $706.8K | 0.21% | −425−11.7% | Reduced |
| Boston Research & Management Inc | 3,213 | $706.4K | 0.17% | −1,220−27.5% | Reduced |
| LCNB Corp | 3,213 | $706.3K | 0.26% | −100−3.0% | Reduced |
| Stonebridge Financial Group, LLC | 3,210 | $705.6K | 0.08% | +3,210 | New |
| Parr McKnight Wealth Management Group, LLC | 3,209 | $705.5K | 0.10% | +3,209 | New |
| Sand Hill Global Advisors, LLC | 3,207 | $705.0K | 0.03% | −56−1.7% | Reduced |
| Generali Investments, Management Co LLC | 3,207 | $705.0K | 0.18% | +3,207 | New |
| Versor Investments LP | 3,202 | $703.9K | 0.12% | +3,202 | New |
| Roth Financial Partners LLC | 3,200 | $703.5K | 0.28% | 00.0% | Unchanged |
| First National Corp | 3,187 | $700.5K | 0.16% | −110−3.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 3,186 | $700.4K | 0.11% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 3,182 | $699.6K | 0.14% | +12+0.4% | Added |
| Wealthstar Advisors, LLC | 3,157 | $694.0K | 0.30% | +3,157 | New |
| Howe & Rusling Inc | 3,147 | $691.7K | 0.06% | −86−2.7% | Reduced |
| Allred Capital Management, LLC | 3,144 | $691.2K | 0.27% | +5+0.2% | Added |
| Beach Investment Counsel Inc | 3,144 | $691.0K | 0.09% | −502−13.8% | Reduced |
| Lewis Asset Management, LLC | 3,143 | $691.0K | 0.53% | −315−9.1% | Reduced |
| Norris Perne & French LLP | 3,136 | $689.4K | 0.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 3,115 | $688.7K | 0.29% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,132 | $688.5K | 0.07% | −10.0% | Reduced |
| ORG Wealth Partners, LLC | 3,132 | $688.5K | 0.21% | −245−7.3% | Reduced |
| Sittner & Nelson, LLC | 3,125 | $687.1K | 0.30% | +1,190+61.5% | Added |
| First Affirmative Financial Network | 3,123 | $686.5K | 0.40% | +46+1.5% | Added |
| Oak Hill Wealth Advisors, LLC | 3,121 | $686.1K | 0.16% | +3,121 | New |
| Lakeview Capital Partners, LLC | 3,109 | $683.5K | 0.15% | −2,861−47.9% | Reduced |
| Dana Investment Advisors, Inc. | 3,108 | $683.2K | 0.02% | −34−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 3,107 | $683.0K | 0.09% | −3,703−54.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,097 | $680.7K | 0.26% | −1,478−32.3% | Reduced |
| Kennedy Investment Group | 3,093 | $680.0K | 0.31% | +3+0.1% | Added |
| Persium Advisors, LLC | 3,088 | $678.8K | 0.67% | +3,088 | New |
| LifeGuide Financial Advisors, LLC | 3,087 | $678.7K | 0.29% | 00.0% | Unchanged |