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 |
|---|---|---|---|---|---|
| HFG Advisors, Inc. | 2,727 | $599.5K | 0.52% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,725 | $599.0K | 0.27% | +197+7.8% | Added |
| Greenwood Gearhart Inc | 2,718 | $597.5K | 0.04% | −97−3.4% | Reduced |
| Country Trust Bank | 2,713 | $596.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,712 | $596.1K | 0.06% | +99+3.8% | Added |
| Black Diamond Financial, LLC | 2,704 | $594.4K | 0.09% | +2,704 | New |
| Eagle Capital Management LLC | 2,700 | $593.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,693 | $591.9K | 0.25% | +5+0.2% | Added |
| Unique Wealth Strategies, LLC | 2,690 | $591.3K | 0.26% | +259+10.7% | Added |
| Proficio Capital Partners LLC | 2,686 | $590.5K | 0.05% | +1,206+81.5% | Added |
| Spirit of America Management Corp | 2,668 | $586.5K | 0.12% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 2,667 | $586.3K | 0.22% | +153+6.1% | Added |
| Willis Johnson & Associates, Inc. | 2,665 | $585.8K | 0.04% | −497−15.7% | Reduced |
| Wernau Asset Management Inc. | 2,664 | $585.6K | 0.57% | +2,664 | New |
| Fulton Breakefield Broenniman LLC | 2,653 | $583.3K | 0.04% | +10.0% | Added |
| Investment Advisory Group, LLC | 2,648 | $582.2K | 0.19% | −512−16.2% | Reduced |
| Wayfinding Financial, LLC | 2,649 | $582.0K | 0.31% | +2,649 | New |
| Truvestments Capital LLC | 2,639 | $580.1K | 0.15% | +62+2.4% | Added |
| Aire Advisors, LLC | 2,622 | $576.4K | 0.12% | +20+0.8% | Added |
| TriaGen Wealth Management LLC | 2,619 | $575.7K | 0.19% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,604 | $572.4K | 0.04% | −581−18.2% | Reduced |
| Aventura Private Wealth, LLC | 2,601 | $571.8K | 0.31% | +2,601 | New |
| Eldridge Investment Advisors, Inc. | 2,597 | $571.0K | 0.13% | 00.0% | Unchanged |
| Optas, LLC | 2,596 | $570.7K | 0.12% | +50+2.0% | Added |
| Certior Financial Group, LLC | 2,594 | $570.3K | 0.51% | +2,594 | New |
| 626 Financial, LLC | 2,589 | $569.1K | 0.31% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,587 | $568.7K | 0.09% | 00.0% | Unchanged |
| Doheny Asset Management | 2,585 | $568.0K | 0.42% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,548 | $567.3K | 0.23% | +1,335+110.1% | Added |
| Convergence Financial, LLC | 2,573 | $565.6K | 0.11% | +1,128+78.1% | Added |
| Fenimore Asset Management Inc | 2,573 | $565.6K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,567 | $564.3K | 0.03% | −93−3.5% | Reduced |
| Northstar Advisory Group, LLC | 2,554 | $561.4K | 0.29% | −195−7.1% | Reduced |
| Global X Japan Co., Ltd. | 2,551 | $560.8K | 0.07% | +258+11.3% | Added |
| Ashton Thomas Securities, LLC | 2,543 | $560.3K | 0.15% | +1,202+89.6% | Added |
| Charter Oak Capital Management, LLC | 2,540 | $558.3K | 0.05% | +117+4.8% | Added |
| Horizon Wealth Management, LLC | 2,526 | $555.3K | 0.10% | +217+9.4% | Added |
| Penbrook Management LLC | 2,525 | $555.1K | 0.38% | −100−3.8% | Reduced |
| Integrity Financial Corp | 2,525 | $555.1K | 0.32% | +349+16.0% | Added |
| Silver Lake Advisory, LLC | 2,522 | $554.4K | 0.24% | +714+39.5% | Added |
| Signal Advisors Wealth, LLC | 2,519 | $553.8K | 0.06% | +132+5.5% | Added |
| Boyd Watterson Asset Management LLC | 2,507 | $551.0K | 0.15% | −5−0.2% | Reduced |
| Goldstone Financial Group, LLC | 2,504 | $550.5K | 0.09% | +82+3.4% | Added |
| KFA Private Wealth Group, LLC | 2,503 | $550.2K | 0.23% | +486+24.1% | Added |
| Ballast Advisors LLC | 2,500 | $549.7K | 0.17% | −16−0.6% | Reduced |
| Fairview Capital Investment Management, LLC | 2,498 | $549.1K | 0.03% | +500+25.0% | Added |
| Weaver Consulting Group | 2,496 | $548.7K | 0.17% | 00.0% | Unchanged |
| FIL Ltd | 2,493 | $548.0K | 0.00% | +180+7.8% | Added |
| Crestline Management, LP | 2,492 | $547.8K | 0.02% | −2,969−54.4% | Reduced |
| United Asset Strategies, Inc. | 2,486 | $546.5K | 0.05% | +2+0.1% | Added |
| Beacon Capital Management, LLC | 2,486 | $546.4K | 0.07% | +65+2.7% | Added |
| Buffington Mohr McNeal | 2,483 | $545.9K | 0.09% | +496+25.0% | Added |
| Asset Advisors Investment Management, LLC | 2,483 | $545.8K | 0.06% | −400−13.9% | Reduced |
| Two Sigma Investments, LP | 2,481 | $545.4K | 0.00% | −85−3.3% | Reduced |
| Orion Capital Management LLC | 2,479 | $545.0K | 0.24% | −150−5.7% | Reduced |
| Onefund, LLC | 2,479 | $545.0K | 0.52% | +60+2.5% | Added |
| Builder Investment Group Inc | 2,475 | $544.1K | 0.15% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 2,474 | $544.0K | 0.23% | +406+19.6% | Added |
| FCG Investment Co | 2,471 | $543.2K | 0.33% | 00.0% | Unchanged |
| Umpqua Bank | 2,492 | $542.6K | 0.19% | +211+9.3% | Added |
| Capital Advisors Wealth Management, LLC | 2,465 | $541.9K | 0.10% | −450−15.4% | Reduced |
| D. Scott Neal, Inc. | 2,461 | $541.0K | 0.30% | −4−0.2% | Reduced |
| Private Capital Management LLC | 2,460 | $540.8K | 0.11% | −257−9.5% | Reduced |
| SOL Capital Management CO | 2,459 | $540.0K | 0.06% | −2,690−52.2% | Reduced |
| Magnolia Capital Management Ltd | 2,457 | $540.0K | 0.43% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,456 | $540.0K | 0.13% | +67+2.8% | Added |
| Grove Street Fiduciary, LLC | 2,454 | $539.5K | 0.28% | +2,454 | New |
| Bigelow Investment Advisors, LLC | 2,451 | $538.8K | 0.25% | −15−0.6% | Reduced |
| Gibbs Wealth Management | 2,451 | $538.8K | 0.15% | +316+14.8% | Added |
| Ethos Financial Group, LLC | 2,411 | $537.1K | 0.07% | −94−3.8% | Reduced |
| Trillium Asset Management, LLC | 2,442 | $537.0K | 0.01% | −53−2.1% | Reduced |
| Brendel Financial Advisors LLC | 2,438 | $536.0K | 0.32% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,434 | $535.1K | 0.25% | −202−7.7% | Reduced |
| Financial Futures Ltd Liability Co. | 2,432 | $534.6K | 0.30% | −228−8.6% | Reduced |
| Acorn Financial Advisory Services Inc | 2,428 | $533.7K | 0.09% | +5+0.2% | Added |
| McGowan Group Asset Management, Inc. | 2,426 | $533.3K | 0.07% | +382+18.7% | Added |
| Scientech Research LLC | 2,426 | $533.3K | 0.15% | +2,426 | New |
| Wilson & Boucher Capital Management, LLC | 2,425 | $533.1K | 0.38% | −77−3.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,424 | $532.8K | 0.12% | +131+5.7% | Added |
| Gryphon Financial Partners LLC | 2,421 | $532.1K | 0.08% | −164−6.3% | Reduced |
| Optimum Investment Advisors | 2,414 | $530.7K | 0.23% | −312−11.4% | Reduced |
| MFA Wealth Services | 2,408 | $529.4K | 0.42% | +2,408 | New |
| First Interstate Bank | 2,408 | $529.4K | 0.03% | −219−8.3% | Reduced |
| Guardian Investment Management | 2,400 | $527.6K | 0.38% | −375−13.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,400 | $527.6K | 0.03% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $527.6K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,396 | $526.7K | 0.39% | +2+0.1% | Added |
| Rowland & Co Investment Counsel | 2,393 | $526.1K | 0.11% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,393 | $526.0K | 0.13% | +46+2.0% | Added |
| Prossimo Advisors, LLC | 2,395 | $526.0K | 0.38% | +7+0.3% | Added |
| Per Stirling Capital Management, LLC. | 2,381 | $523.4K | 0.07% | 00.0% | Unchanged |
| Moore Capital Management, LP | 2,379 | $523.0K | 0.01% | +2,379 | New |
| Tower Wealth Partners, Inc. | 2,376 | $522.3K | 0.27% | +45+1.9% | Added |
| 4WEALTH Advisors, Inc. | 2,375 | $522.2K | 0.53% | +2,375 | New |
| MBM Wealth Consultants, LLC | 2,370 | $521.1K | 0.16% | +30+1.3% | Added |
| West Bancorporation Inc | 2,365 | $519.9K | 0.34% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,363 | $519.4K | 0.05% | +101+4.5% | Added |
| Lokken Investment Group LLC | 2,361 | $519.0K | 0.22% | +75+3.3% | Added |
| Financial Advisors, LLC | 2,357 | $518.1K | 0.10% | +371+18.7% | Added |
| Chesapeake Wealth Management | 2,354 | $517.5K | 0.18% | −9−0.4% | Reduced |