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 |
|---|---|---|---|---|---|
| Helium Advisors LLC | 1,036 | $227.7K | 0.18% | +1,036 | New |
| ShankerValleau Wealth Advisors, Inc. | 1,035 | $227.5K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,035 | $227.5K | 0.02% | +184+21.6% | Added |
| Iron Financial, LLC | 1,035 | $227.5K | 0.13% | +1+0.1% | Added |
| Retirement Planning Group, LLC | 1,035 | $227.5K | 0.25% | +1,035 | New |
| Friday Financial | 1,032 | $226.9K | 0.16% | +1,032 | New |
| First Business Financial Services, Inc. | 1,030 | $226.4K | 0.02% | +1,030 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,029 | $226.2K | 0.12% | +1,029 | New |
| McHugh Group, LLC | 1,029 | $226.2K | 0.17% | +1,029 | New |
| Dillon & Associates Inc | 1,027 | $226.0K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,019 | $224.1K | 0.04% | +16+1.6% | Added |
| Consilio Wealth Advisors, LLC | 1,016 | $223.3K | 0.09% | +31+3.1% | Added |
| Summit Wealth Group, LLC | 1,014 | $223.0K | 0.06% | +3+0.3% | Added |
| James J. Burns & Company, LLC | 1,014 | $223.0K | 0.04% | +1,014 | New |
| Finer Wealth Management, Inc. | 1,014 | $222.9K | 0.13% | −18−1.7% | Reduced |
| Hardin Capital Partners, LLC | 1,015 | $222.3K | 0.13% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,010 | $222.0K | 0.05% | +10+1.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,010 | $222.0K | 0.03% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 1,010 | $222.0K | 0.12% | +42+4.3% | Added |
| Keyvantage Wealth, LLC | 1,009 | $221.8K | 0.16% | +1,009 | New |
| Pacific Capital Wealth Advisors, Inc | 1,008 | $221.6K | 0.04% | −6−0.6% | Reduced |
| Howard Bailey Securities, LLC | 1,007 | $221.4K | 0.08% | +58+6.1% | Added |
| Private Advisory Group LLC | 1,005 | $220.9K | 0.02% | +1,005 | New |
| Pettinga Financial Advisors, LLC | 1,005 | $220.8K | 0.05% | +4+0.4% | Added |
| Atwater Malick LLC | 1,004 | $220.7K | 0.07% | −7−0.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,004 | $220.7K | 0.03% | +16+1.6% | Added |
| Maridea Wealth Management LLC | 1,003 | $220.6K | 0.07% | +1,003 | New |
| J. L. Bainbridge & Co., Inc. | 1,003 | $220.5K | 0.02% | +5+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,000 | $219.8K | 0.14% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 1,000 | $219.8K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $219.8K | 0.07% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1,000 | $219.8K | 0.10% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 1,000 | $219.8K | 0.14% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,000 | $219.8K | 0.04% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,000 | $219.8K | 0.03% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 998 | $219.4K | 0.11% | +998 | New |
| Invesco, LLC | 994 | $218.5K | 0.09% | +30+3.1% | Added |
| IMG Wealth Management, Inc. | 992 | $218.1K | 0.20% | +992 | New |
| Red Mountain Financial, LLC | 990 | $217.7K | 0.23% | −78−7.3% | Reduced |
| Pinnacle Family Advisors, LLC | 989 | $217.5K | 0.11% | +38+4.0% | Added |
| Edgemoor Investment Advisors, Inc. | 989 | $217.4K | 0.02% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 989 | $217.4K | 0.06% | +29+3.0% | Added |
| Total Investment Management Inc | 987 | $216.9K | 0.03% | +48+5.1% | Added |
| Orca Wealth Management, LLC | 985 | $216.5K | 0.19% | +985 | New |
| Schoolcraft Capital LLC | 984 | $216.3K | 0.05% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 983 | $216.1K | 0.04% | 00.0% | Unchanged |
| First International Bank & Trust | 982 | $215.9K | 0.07% | −155−13.6% | Reduced |
| Sterling Manor Financial, LLC | 981 | $215.7K | 0.15% | 00.0% | Unchanged |
| Crane Advisory, LLC | 968 | $215.5K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 980 | $215.4K | 0.09% | 00.0% | Unchanged |
| Pflug Koory, LLC | 979 | $215.2K | 0.11% | −50−4.9% | Reduced |
| Connors Investor Services Inc | 978 | $215.0K | 0.02% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 978 | $215.0K | 0.20% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 976 | $214.5K | 0.03% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 975 | $214.3K | 0.01% | +55+6.0% | Added |
| Legacy Edge Advisors, LLC | 973 | $214.3K | 0.03% | −118−10.8% | Reduced |
| Pathway Financial Advisors LLC | 973 | $213.9K | 0.05% | +973 | New |
| Talisman Wealth Advisors LLC | 972 | $213.7K | 0.23% | 00.0% | Unchanged |
| Sunpointe, LLC | 971 | $213.4K | 0.11% | −73−7.0% | Reduced |
| Planning Directions Inc | 970 | $213.3K | 0.12% | +6+0.6% | Added |
| Kozak & Associates, Inc. | 958 | $213.2K | 0.05% | +6+0.6% | Added |
| Gallacher Capital Management LLC | 969 | $213.0K | 0.11% | −321−24.9% | Reduced |
| Greenhouse Wealth Management, LLC | 969 | $213.0K | 0.14% | +969 | New |
| Financial Freedom, LLC | 964 | $212.0K | 0.11% | +6+0.6% | Added |
| Ring Mountain Capital, LLC | 959 | $210.8K | 0.14% | +959 | New |
| Cary Street Partner Investment Advisory LLC | 958 | $210.6K | 0.14% | −28,408−96.7% | Reduced |
| Regatta Capital Group, LLC | 957 | $210.3K | 0.04% | −8−0.8% | Reduced |
| First Financial Group Corp | 955 | $209.9K | 0.23% | +955 | New |
| Y.D. More Investments Ltd | 953 | $209.5K | 0.02% | +3+0.3% | Added |
| Tradewinds Capital Management, LLC | 953 | $209.4K | 0.06% | +853+853.0% | Added |
| NCP Inc. | 950 | $208.8K | 0.11% | −100−9.5% | Reduced |
| Lumbard & Kellner, LLC | 950 | $208.8K | 0.09% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 950 | $208.8K | 0.13% | 00.0% | Unchanged |
| Burk Holdings LLC | 950 | $208.8K | 0.17% | +950 | New |
| Traveka Wealth, LLC | 949 | $208.7K | 0.12% | +949 | New |
| Shepherd Financial Partners LLC | 947 | $208.2K | 0.02% | +947 | New |
| McKinley Carter Wealth Services, Inc. | 945 | $207.8K | 0.01% | +945 | New |
| FSR Wealth Management Ltd. | 944 | $207.4K | 0.26% | +944 | New |
| Laffer Tengler Investments | 943 | $207.3K | 0.04% | −16−1.7% | Reduced |
| Doliver Advisors, LP | 943 | $207.3K | 0.06% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 942 | $207.1K | 0.04% | −26−2.7% | Reduced |
| Leslie Global Wealth, LLC | 942 | $207.1K | 0.10% | +27+3.0% | Added |
| Kingdom Financial Group LLC. | 941 | $207.0K | 0.14% | −70−6.9% | Reduced |
| Arbor Capital Management Inc | 916 | $206.9K | 0.20% | −35−3.7% | Reduced |
| Sharpepoint LLC | 941 | $206.9K | 0.19% | +941 | New |
| Capital Management Associates, Inc | 940 | $206.6K | 0.08% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 940 | $206.6K | 0.07% | −30−3.1% | Reduced |
| Mason & Associates, LLC | 939 | $206.4K | 0.06% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 939 | $206.3K | 0.09% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 937 | $205.9K | 0.13% | −97−9.4% | Reduced |
| Hollencrest Capital Management | 935 | $205.5K | 0.01% | −6−0.6% | Reduced |
| Opes Wealth Management LLC | 934 | $205.3K | 0.04% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 931 | $204.7K | 0.11% | +24+2.6% | Added |
| Tanglewood Legacy Advisors, LLC | 930 | $204.4K | 0.09% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 930 | $204.4K | 0.09% | +3+0.3% | Added |
| Lloyd Advisory Services, LLC. | 930 | $204.3K | 0.10% | −77−7.6% | Reduced |
| Mascoma Wealth Management LLC | 927 | $203.8K | 0.05% | +96+11.6% | Added |
| Pennsylvania Capital Management Inc | 926 | $203.6K | 0.07% | +926 | New |
| Apollon Financial, LLC | 926 | $203.6K | 0.05% | +12+1.3% | Added |
| Legacy Financial Strategies, LLC | 924 | $203.3K | 0.04% | −115−11.1% | Reduced |