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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 3,078 | $676.6K | 0.09% | −25−0.8% | Reduced |
| Reik & Co., LLC | 3,072 | $675.3K | 0.16% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,070 | $674.9K | 0.04% | +75+2.5% | Added |
| Tyche Wealth Partners LLC | 3,065 | $673.7K | 0.14% | +146+5.0% | Added |
| Beacon Financial Group | 3,062 | $673.2K | 0.07% | −223−6.8% | Reduced |
| Elite Financial, Inc. | 3,064 | $673.0K | 0.36% | +3,064 | New |
| Center for Financial Planning, Inc. | 3,061 | $673.0K | 0.09% | 00.0% | Unchanged |
| Clark Estates Inc | 3,055 | $671.6K | 0.13% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,055 | $671.6K | 0.42% | +555+22.2% | Added |
| Harmony Asset Management LLC | 3,054 | $671.3K | 0.27% | −170−5.3% | Reduced |
| Intellectus Partners, LLC | 3,048 | $670.0K | 0.15% | −1,905−38.5% | Reduced |
| Harbour Trust & Investment Management Co | 3,047 | $669.8K | 0.08% | −20−0.7% | Reduced |
| Burns J W & Co Inc | 3,046 | $669.6K | 0.09% | −25−0.8% | Reduced |
| Earnest Partners LLC | 3,042 | $668.7K | 0.00% | −84−2.7% | Reduced |
| Indiana Trust & Investment Management CO | 3,040 | $668.3K | 0.23% | −100−3.2% | Reduced |
| Vicus Capital | 3,038 | $667.9K | 0.06% | −19−0.6% | Reduced |
| Harbor Advisory Corp | 3,036 | $667.4K | 0.22% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,026 | $665.2K | 0.09% | +501+19.8% | Added |
| First National Bank Sioux Falls | 3,025 | $665.0K | 0.28% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,023 | $664.6K | 0.26% | +118+4.1% | Added |
| Bellecapital International Ltd. | 3,021 | $664.1K | 0.12% | −25−0.8% | Reduced |
| WBH Advisory Inc | 3,020 | $663.9K | 0.06% | −142−4.5% | Reduced |
| Options Solutions, LLC | 3,019 | $663.7K | 0.30% | −156−4.9% | Reduced |
| Seeds Investor LLC | 3,018 | $663.4K | 0.19% | +187+6.6% | Added |
| ESL Trust Services, LLC | 3,016 | $663.0K | 0.15% | +2,840+1,613.6% | Added |
| Trinity Legacy Partners, LLC | 3,015 | $662.8K | 0.17% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 3,015 | $662.8K | 0.52% | +3,015 | New |
| Piscataqua Savings Bank | 3,013 | $662.3K | 0.57% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,012 | $662.1K | 0.12% | +584+24.1% | Added |
| Kelly Lawrence W & Associates Inc | 3,008 | $661.2K | 0.15% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,001 | $659.7K | 0.28% | +2+0.1% | Added |
| Shay Capital LLC | 3,000 | $659.5K | 0.16% | +3,000 | New |
| Armstrong Advisory Group, Inc | 2,997 | $658.8K | 0.05% | +502+20.1% | Added |
| Navis Wealth Advisors, LLC | 2,991 | $657.5K | 0.72% | +37+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,989 | $657.1K | 0.20% | +143+5.0% | Added |
| McDaniel Terry & Co | 2,990 | $657.0K | 0.05% | 00.0% | Unchanged |
| Davidson Trust Co | 2,983 | $655.8K | 0.34% | −359−10.7% | Reduced |
| Evoke Wealth, LLC | 2,982 | $655.6K | 0.02% | +35+1.2% | Added |
| Eads & Heald Wealth Management | 2,981 | $655.0K | 0.32% | −149−4.8% | Reduced |
| Emergent Wealth Advisors, LLC | 2,975 | $653.9K | 0.47% | +79+2.7% | Added |
| Full Sail Capital, LLC | 2,971 | $653.1K | 0.04% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 2,970 | $652.9K | 0.14% | −550−15.6% | Reduced |
| E&G Advisors, LP | 2,970 | $652.9K | 0.18% | −100−3.3% | Reduced |
| Cohen Investment Advisors LLC | 2,967 | $652.2K | 0.39% | +9+0.3% | Added |
| Opal Wealth Advisors, LLC | 2,964 | $651.5K | 0.20% | +319+12.1% | Added |
| Capstone Wealth Management Group LLC | 2,963 | $651.4K | 0.49% | +2,963 | New |
| Round Hill Asset Management | 2,953 | $649.2K | 0.46% | −2,551−46.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,952 | $649.0K | 0.54% | +5+0.2% | Added |
| Intrua Financial, LLC | 2,950 | $648.5K | 0.11% | −368−11.1% | Reduced |
| Woodmont Investment Counsel LLC | 2,949 | $648.4K | 0.05% | +337+12.9% | Added |
| First Foundation Advisors | 2,941 | $646.5K | 0.02% | +75+2.6% | Added |
| SOA Wealth Advisors, LLC. | 2,939 | $646.0K | 0.12% | −201−6.4% | Reduced |
| Professional Advisory Services Inc | 2,933 | $645.0K | 0.09% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,928 | $643.7K | 0.06% | −29−1.0% | Reduced |
| Causey Wealth LLC | 2,923 | $642.5K | 0.37% | +2,923 | New |
| Astoria Portfolio Advisors LLC. | 2,941 | $640.3K | 0.23% | −75−2.5% | Reduced |
| Nemes Rush Group LLC | 2,913 | $640.3K | 0.08% | +77+2.7% | Added |
| Cooper/Haims Advisors, LLC | 2,912 | $640.2K | 0.36% | −108−3.6% | Reduced |
| Kiker Wealth Management, LLC | 2,901 | $637.7K | 0.52% | +2,901 | New |
| L.K. Benson & Company, P.C. | 2,900 | $637.5K | 0.45% | +2,900 | New |
| DLK Investment Management, LLC | 2,894 | $636.2K | 0.27% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 2,890 | $635.3K | 0.27% | +5+0.2% | Added |
| Howard Capital Management Group, LLC | 2,886 | $634.4K | 0.04% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,882 | $634.0K | 0.07% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,881 | $633.2K | 0.05% | +511+21.6% | Added |
| Quantum Financial Advisors, LLC | 2,880 | $633.2K | 0.10% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,869 | $630.7K | 0.10% | 00.0% | Unchanged |
| Citizens Business Bank | 1,083 | $629.8K | 0.12% | −1,799−62.4% | Reduced |
| Retireful, LLC | 2,861 | $628.9K | 0.35% | +2,861 | New |
| D'Orazio & Associates, Inc. | 2,859 | $628.5K | 0.09% | +13+0.5% | Added |
| Aberdeen Wealth Management LLC | 2,859 | $628.5K | 0.43% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 2,857 | $628.0K | 0.22% | +2,857 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,855 | $627.6K | 0.25% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,853 | $627.2K | 0.05% | +530+22.8% | Added |
| Francis Financial, Inc. | 3,328 | $626.4K | 0.16% | +674+25.4% | Added |
| Duncan Williams Asset Management, LLC | 2,845 | $625.4K | 0.25% | +1,785+168.4% | Added |
| One Charles Private Wealth Services, LLC | 2,839 | $624.1K | 0.21% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,832 | $622.6K | 0.01% | +82+3.0% | Added |
| Wealthstream Advisors, Inc. | 2,823 | $620.5K | 0.11% | +304+12.1% | Added |
| Aviance Capital Partners, LLC | 2,822 | $620.4K | 0.09% | +485+20.8% | Added |
| ARS Investment Partners, LLC | 2,821 | $620.1K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,821 | $620.1K | 0.36% | +124+4.6% | Added |
| Crescent Grove Advisors, LLC | 2,814 | $618.6K | 0.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,828 | $618.1K | 0.20% | +5+0.2% | Added |
| One Capital Management, LLC | 2,796 | $614.6K | 0.02% | −148−5.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,789 | $613.0K | 0.08% | −2,147−43.5% | Reduced |
| Boltwood Capital Management | 2,782 | $611.6K | 0.19% | −2,081−42.8% | Reduced |
| Magnolia Capital Advisors LLC | 2,781 | $611.3K | 0.16% | +563+25.4% | Added |
| Bullock Wealth Management Group | 2,780 | $611.1K | 0.36% | +2+0.1% | Added |
| FourThought Financial Partners, LLC | 2,775 | $610.0K | 0.06% | +2,775 | New |
| Magnus Financial Group LLC | 2,761 | $606.9K | 0.06% | −53−1.9% | Reduced |
| Strategic Investment Solutions, Inc. | 3,273 | $606.7K | 0.20% | +2+0.1% | Added |
| Amplius Wealth Advisors, LLC | 2,758 | $606.3K | 0.06% | −238−7.9% | Reduced |
| Ocean Capital Management, LLC | 2,757 | $606.1K | 0.13% | −6−0.2% | Reduced |
| Coston, McIsaac & Partners | 2,759 | $606.0K | 0.18% | −82−2.9% | Reduced |
| Anb Bank | 2,751 | $604.8K | 0.27% | +2,751 | New |
| Appleton Partners Inc | 2,749 | $604.0K | 0.04% | −1,168−29.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,707 | $602.7K | 0.15% | +110+4.2% | Added |
| Saratoga Research & Investment Management | 2,738 | $601.9K | 0.03% | −230−7.7% | Reduced |
| MB, Levis & Associates, LLC | 2,730 | $600.1K | 0.30% | +2+0.1% | Added |