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 |
|---|---|---|---|---|---|
| Peak Asset Management, LLC | 2,101 | $461.9K | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 2,099 | $461.4K | 0.27% | −969−31.6% | Reduced |
| Morris Retirement Advisors, LLC | 2,099 | $461.3K | 0.24% | −114−5.2% | Reduced |
| Lifestyle Asset Management, Inc. | 2,098 | $461.1K | 0.25% | −108−4.9% | Reduced |
| Tritonpoint Wealth, LLC | 2,096 | $460.7K | 0.04% | −47−2.2% | Reduced |
| Marietta Wealth Management, LLC | 2,095 | $460.5K | 0.07% | +19+0.9% | Added |
| Affinity Capital Advisors, LLC | 2,056 | $460.5K | 0.09% | −49−2.3% | Reduced |
| CAP Partners, LLC | 2,092 | $459.9K | 0.32% | −8−0.4% | Reduced |
| Close Asset Management Ltd | 2,083 | $458.0K | 0.01% | −2,083−50.0% | Reduced |
| Centerline Wealth Advisors, LLC | 2,083 | $457.8K | 0.27% | +2,083 | New |
| Cerro Pacific Wealth Advisors LLC | 2,068 | $457.1K | 0.15% | −270−11.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,078 | $456.8K | 0.01% | +923+79.9% | Added |
| Alliance Wealth Management Group | 2,078 | $456.8K | 0.12% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 2,077 | $456.6K | 0.28% | +32+1.6% | Added |
| Lazard Freres Gestion S.A.S. | 2,078 | $456.0K | 0.01% | +1,136+120.6% | Added |
| Cape Cod Five Cents Savings Bank | 2,053 | $453.9K | 0.04% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,058 | $452.6K | 0.08% | +9+0.4% | Added |
| Sepio Capital, LP | 2,056 | $452.0K | 0.04% | +10.0% | Added |
| Chelsea Counsel Co | 2,055 | $451.8K | 0.23% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 2,052 | $451.1K | 0.31% | −58−2.7% | Reduced |
| Ellis Investment Partners, LLC | 2,052 | $451.1K | 0.09% | +9+0.4% | Added |
| Union Savings Bank | 2,051 | $450.9K | 0.22% | +97+5.0% | Added |
| LifeWealth Investments, LLC | 2,048 | $450.2K | 0.30% | +2,048 | New |
| Drive Wealth Management, LLC | 2,042 | $448.9K | 0.11% | +510+33.3% | Added |
| Systematic Alpha Investments, LLC | 2,040 | $448.5K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $447.6K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,030 | $446.3K | 0.06% | +32+1.6% | Added |
| Foster Group, Inc. | 2,025 | $445.2K | 0.02% | +48+2.4% | Added |
| Fortress Wealth Group, LLC | 1,707 | $445.0K | 0.21% | 00.0% | Unchanged |
| Compass Capital Corp | 2,013 | $444.7K | 0.17% | +2,013 | New |
| KPP Advisory Services LLC | 2,020 | $444.1K | 0.10% | −148−6.8% | Reduced |
| Moseley Investment Management Inc | 2,016 | $443.3K | 0.17% | +14+0.7% | Added |
| Commonwealth Financial Services, LLC | 2,016 | $443.3K | 0.09% | +202+11.1% | Added |
| Argus Investors' Counsel, Inc. | 2,016 | $443.2K | 0.30% | +109+5.7% | Added |
| Nadler Financial Group, Inc. | 2,015 | $443.0K | 0.05% | 00.0% | Unchanged |
| Sig Brokerage, LP | 2,012 | $442.3K | 0.21% | +2,012 | New |
| Clear Creek Financial Management, LLC | 2,009 | $441.6K | 0.05% | −116−5.5% | Reduced |
| Key Financial Inc | 2,007 | $441.2K | 0.10% | −35−1.7% | Reduced |
| Kuhn & Co Investment Counsel | 2,007 | $441.2K | 0.38% | +2,007 | New |
| Shotwell Rutter Baer Inc | 2,002 | $439.8K | 0.37% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 2,000 | $439.7K | 0.22% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,000 | $439.6K | 0.17% | −324−13.9% | Reduced |
| Inspire Advisors, LLC | 2,000 | $439.6K | 0.05% | +19+1.0% | Added |
| Calamos Wealth Management LLC | 1,999 | $439.4K | 0.02% | +84+4.4% | Added |
| Tandem Investment Partners LLC | 1,997 | $439.0K | 0.42% | +1,997 | New |
| Drucker Wealth 3.0, LLC | 1,995 | $438.5K | 0.10% | +90+4.7% | Added |
| Hummer Financial Advisory Services Inc | 1,991 | $437.7K | 0.35% | 00.0% | Unchanged |
| Syon Capital LLC | 1,989 | $437.2K | 0.04% | +190+10.6% | Added |
| Revolve Wealth Partners, LLC | 1,982 | $435.7K | 0.06% | −586−22.8% | Reduced |
| Lakeside Advisors, INC. | 1,980 | $435.3K | 0.29% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,980 | $435.3K | 0.14% | +21+1.1% | Added |
| PSI Advisors, LLC | 1,974 | $433.7K | 0.13% | +23+1.2% | Added |
| W Advisors, LLC | 1,971 | $433.3K | 0.27% | +12+0.6% | Added |
| Schmidt P J Investment Management Inc | 1,970 | $433.1K | 0.08% | +100+5.3% | Added |
| Thompson David Blair | 1,969 | $432.8K | 0.32% | +1,969 | New |
| Ambassador Advisors, LLC | 1,962 | $431.3K | 0.07% | −40−2.0% | Reduced |
| BridgePort Financial Solutions, LLC | 1,700 | $430.5K | 0.19% | +1,700 | New |
| Keb Asset Management, LLC | 1,951 | $428.9K | 0.12% | −98−4.8% | Reduced |
| Brucke Financial, Inc. | 1,677 | $428.7K | 0.37% | +1,677 | New |
| Parvin Asset Management, LLC | 1,950 | $428.7K | 0.46% | +1,950 | New |
| Arlington Trust Co LLC | 1,946 | $427.8K | 0.09% | +518+36.3% | Added |
| Broadway Wealth Solutions, Inc. | 1,942 | $426.9K | 0.32% | +1,942 | New |
| Morton Capital Management LLC | 1,937 | $425.8K | 0.08% | +70+3.7% | Added |
| Summit Wealth Partners, LLC | 1,935 | $425.3K | 0.09% | +1+0.1% | Added |
| CKW Financial Group | 1,932 | $425.0K | 0.05% | −644−25.0% | Reduced |
| Goldstein Advisors, LLC | 1,932 | $424.7K | 0.06% | +715+58.8% | Added |
| AlTi Global, Inc. | 1,929 | $424.7K | 0.01% | −552−22.2% | Reduced |
| Human Investing LLC | 1,929 | $424.1K | 0.08% | −79−3.9% | Reduced |
| BOS Asset Management, LLC | 1,928 | $423.8K | 0.15% | −56−2.8% | Reduced |
| Pasadena Private Wealth, LLC | 1,928 | $423.8K | 0.09% | +10+0.5% | Added |
| Hoey Investments, Inc | 1,926 | $423.4K | 0.07% | +932+93.8% | Added |
| OMNI 360 Wealth, Inc. | 1,925 | $423.2K | 0.28% | −126−6.1% | Reduced |
| Lazari Capital Management, Inc. | 1,923 | $422.7K | 0.17% | +37+2.0% | Added |
| Fagan Associates, Inc. | 1,920 | $422.1K | 0.07% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,920 | $422.1K | 0.07% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,920 | $422.1K | 0.04% | +85+4.6% | Added |
| Rosenberg Matthew Hamilton | 1,917 | $421.5K | 0.11% | −3−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,917 | $421.4K | 0.09% | −325−14.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,912 | $420.3K | 0.11% | +1,912 | New |
| Bank of Hawaii | 1,908 | $419.4K | 0.02% | −68−3.4% | Reduced |
| Colonial River Wealth Management, LLC | 1,907 | $419.3K | 0.20% | −315−14.2% | Reduced |
| Univest Financial Corp | 1,907 | $419.1K | 0.03% | −79−4.0% | Reduced |
| Lyell Wealth Management, LP | 1,906 | $419.0K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 1,905 | $418.8K | 0.05% | −560−22.7% | Reduced |
| Security Financial Services, INC. | 1,904 | $418.6K | 0.09% | +92+5.1% | Added |
| Brighton Securities Corp. | 1,904 | $418.6K | 0.20% | +1,904 | New |
| Clarity Wealth Advisors, LLC | 1,901 | $417.9K | 0.11% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,901 | $417.9K | 0.31% | 00.0% | Unchanged |
| Lee Financial Co | 1,901 | $417.9K | 0.06% | +3+0.2% | Added |
| Capital Counsel LLC | 1,900 | $417.7K | 0.02% | −21−1.1% | Reduced |
| Gradient Capital Advisors, LLC | 1,897 | $417.1K | 0.13% | +70+3.8% | Added |
| Gradient Investments LLC | 1,891 | $415.7K | 0.01% | −32−1.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,885 | $414.4K | 0.06% | −196−9.4% | Reduced |
| Rebalance, LLC | 1,875 | $412.2K | 0.03% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 1,873 | $411.7K | 0.37% | +1,873 | New |
| LVW Advisors, LLC | 1,872 | $411.5K | 0.05% | −304−14.0% | Reduced |
| Callan Capital, LLC | 1,870 | $411.1K | 0.03% | +44+2.4% | Added |
| Meridian Financial Partners LLC | 1,871 | $411.0K | 0.22% | −55−2.9% | Reduced |
| Vista Capital Partners, Inc. | 1,869 | $410.9K | 0.05% | −20−1.1% | Reduced |
| Baker Boyer National Bank | 1,866 | $410.2K | 0.14% | +200+12.0% | Added |