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
- 3,147
- +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
- 1,178 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 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 44,544 | $9.79M | 1.86% | −969−2.1% | Reduced |
| PFG Investments, LLC | 45,442 | $9.79M | 0.61% | +493+1.1% | Added |
| Brown Brothers Harriman & Co | 44,188 | $9.71M | 0.07% | −1,300−2.9% | Reduced |
| Alerus Financial NA | 44,127 | $9.70M | 0.74% | −159−0.4% | Reduced |
| New Mexico Educational Retirement Board | 43,947 | $9.66M | 0.32% | −1,000−2.2% | Reduced |
| Winslow Asset Management Inc | 43,935 | $9.66M | 1.92% | +760+1.8% | Added |
| Cardinal Capital Management | 43,926 | $9.66M | 1.51% | −56−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 43,831 | $9.64M | 0.95% | −2,267−4.9% | Reduced |
| Capital International Inc | 43,055 | $9.46M | 0.11% | +43,055 | New |
| Canada Post Corp Registered Pension Plan | 43,053 | $9.46M | 0.56% | +43,053 | New |
| Nicholas Company, Inc. | 42,980 | $9.45M | 0.15% | −3,165−6.9% | Reduced |
| Equitable Holdings, Inc. | 42,907 | $9.43M | 0.09% | +3,184+8.0% | Added |
| NBT Bank N A | 42,821 | $9.41M | 0.66% | −325−0.8% | Reduced |
| Van Den Berg Management I, Inc | 42,791 | $9.41M | 2.71% | −190.0% | Reduced |
| United Capital Financial Advisers, LLC | 42,149 | $9.27M | 0.08% | −1,898−4.3% | Reduced |
| Clearstead Advisors, LLC | 42,120 | $9.26M | 0.14% | +241+0.6% | Added |
| Avantax Planning Partners, Inc. | 41,960 | $9.22M | 0.33% | −289−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 41,900 | $9.21M | 0.14% | +5,718+15.8% | Added |
| Dorsey & Whitney Trust CO LLC | 41,675 | $9.16M | 0.50% | +51+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 41,625 | $9.15M | 1.54% | −1,121−2.6% | Reduced |
| Cornerstone Wealth Management, LLC | 41,378 | $9.10M | 0.61% | −207−0.5% | Reduced |
| Addenda Capital Inc. | 41,360 | $9.09M | 0.32% | −118−0.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 41,282 | $9.08M | 1.25% | −708−1.7% | Reduced |
| EP Wealth Advisors, LLC | 41,134 | $9.04M | 0.07% | +6,053+17.3% | Added |
| Jefferies Financial Group Inc. | 40,798 | $8.97M | 0.10% | +14,207+53.4% | Added |
| Coldstream Capital Management Inc | 40,757 | $8.96M | 0.19% | +1,033+2.6% | Added |
| M&G Plc | 40,674 | $8.95M | 0.06% | −2,348−5.5% | Reduced |
| Assetmark, Inc | 40,688 | $8.94M | 0.02% | +2,210+5.7% | Added |
| Marathon Capital Management | 40,635 | $8.93M | 2.23% | −890−2.1% | Reduced |
| Nia Impact Advisors, LLC | 40,626 | $8.93M | 2.90% | −900−2.2% | Reduced |
| Advisors Management Group Inc | 40,437 | $8.89M | 2.10% | −258−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 40,432 | $8.89M | 0.32% | −2,069−4.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 40,234 | $8.84M | 2.19% | −1,174−2.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 40,122 | $8.82M | 2.05% | +317+0.8% | Added |
| Fidelity D & D Bancorp Inc | 39,922 | $8.78M | 5.84% | −93−0.2% | Reduced |
| Davy Global Fund Management Ltd | 39,746 | $8.74M | 1.03% | −2,000−4.8% | Reduced |
| Snowden Capital Advisors LLC | 39,701 | $8.73M | 0.27% | −14,068−26.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 39,520 | $8.69M | 4.27% | −497−1.2% | Reduced |
| Laird Norton Trust Company, LLC | 39,500 | $8.68M | 1.19% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 39,301 | $8.64M | 0.08% | −275−0.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 38,967 | $8.57M | 3.45% | −16,087−29.2% | Reduced |
| Columbia Asset Management | 38,962 | $8.57M | 1.64% | −2,333−5.6% | Reduced |
| Portland Global Advisors LLC | 38,761 | $8.52M | 1.08% | −376−1.0% | Reduced |
| Mutual Advisors, LLC | 38,184 | $8.50M | 0.25% | +358+0.9% | Added |
| Courier Capital LLC | 38,675 | $8.50M | 0.59% | −10,777−21.8% | Reduced |
| Shelter Mutual Insurance Co | 38,491 | $8.46M | 2.11% | 00.0% | Unchanged |
| Whittier Trust Co | 38,341 | $8.43M | 0.11% | −741−1.9% | Reduced |
| SFE Investment Counsel | 38,143 | $8.38M | 1.78% | −375−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 38,126 | $8.38M | 0.24% | +1,680+4.6% | Added |
| Foundations Investment Advisors, LLC | 38,116 | $8.38M | 0.16% | +7,815+25.8% | Added |
| Montgomery Investment Management Inc | 38,006 | $8.35M | 3.29% | −150−0.4% | Reduced |
| Ostrum Asset Management | 37,695 | $8.29M | 0.72% | −11,789−23.8% | Reduced |
| Channing Capital Management, LLC | 37,421 | $8.23M | 0.22% | −4,181−10.0% | Reduced |
| L2 Asset Management, LLC | 37,406 | $8.22M | 1.79% | +2,497+7.2% | Added |
| Foster & Motley Inc | 37,315 | $8.20M | 0.53% | −1,134−2.9% | Reduced |
| Dynamic Advisor Solutions LLC | 37,165 | $8.17M | 0.35% | −122−0.3% | Reduced |
| Rathbone Brothers plc | 37,005 | $8.13M | 0.04% | +1,173+3.3% | Added |
| Spears Abacus Advisors LLC | 36,563 | $8.04M | 0.17% | −626−1.7% | Reduced |
| Sit Investment Associates Inc | 36,457 | $8.01M | 0.18% | −2,000−5.2% | Reduced |
| Anderson Hoagland & Co | 35,640 | $8.01M | 0.82% | +17,721+98.9% | Added |
| Edmond de Rothschild Holding S.A. | 36,329 | $7.99M | 0.14% | −6,573−15.3% | Reduced |
| Ameritas Investment Partners, Inc. | 36,311 | $7.98M | 0.26% | −803−2.2% | Reduced |
| Sigma Planning Corp | 36,103 | $7.94M | 0.25% | +1,972+5.8% | Added |
| Romano Brothers and Company | 36,096 | $7.93M | 1.00% | −497−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 35,895 | $7.89M | 0.46% | −674−1.8% | Reduced |
| InvesTrust | 35,691 | $7.85M | 2.18% | +35,691 | New |
| Lathrop Investment Management Corp | 35,675 | $7.84M | 1.49% | −903−2.5% | Reduced |
| New Age Alpha Advisors, LLC | 35,603 | $7.83M | 0.32% | +35,603 | New |
| Wolverine Trading, LLC | 35,516 | $7.82M | 0.18% | +29,721+512.9% | Added |
| Community Bank & Trust, Waco, Texas | 35,557 | $7.82M | 1.81% | +279+0.8% | Added |
| Berger Financial Group, Inc | 35,336 | $7.77M | 0.54% | +227+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 35,277 | $7.75M | 0.11% | −775−2.1% | Reduced |
| Van Eck Associates Corp | 35,217 | $7.74M | 0.01% | −164,743−82.4% | Reduced |
| Dorchester Wealth Management Co | 34,858 | $7.66M | 1.53% | −11,910−25.5% | Reduced |
| Clearbridge Investments, LLC | 34,787 | $7.65M | 0.01% | −5,970−14.6% | Reduced |
| American Trust Investment Advisors, LLC | 34,756 | $7.64M | 3.13% | +911+2.7% | Added |
| BNP Paribas | 6,116 | $7.58M | 0.31% | −370−5.7% | Reduced |
| Strategic Planning Group, LLC | 34,352 | $7.55M | 1.39% | +574+1.7% | Added |
| Essex Financial Services, Inc. | 34,179 | $7.51M | 0.53% | −1,600−4.5% | Reduced |
| Dodge & Cox | 34,120 | $7.50M | 0.00% | −150−0.4% | Reduced |
| Caisse des Depots Et Consignations | 34,085 | $7.49M | 0.37% | +34,085 | New |
| XML Financial, LLC | 34,053 | $7.49M | 0.69% | −371−1.1% | Reduced |
| Financial & Tax Architects, LLC | 33,763 | $7.42M | 1.89% | −1,354−3.9% | Reduced |
| Lifeworks Advisors, LLC | 33,326 | $7.33M | 1.32% | +3,082+10.2% | Added |
| Maytus Capital Management, LLC | 33,000 | $7.25M | 2.53% | +33,000 | New |
| BKD Wealth Advisors, LLC | 32,910 | $7.23M | 0.17% | −820−2.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 32,820 | $7.21M | 0.74% | +32,820 | New |
| Intact Investment Management Inc. | 32,700 | $7.19M | 0.25% | −13,900−29.8% | Reduced |
| CMT Capital Markets Trading GmbH | 32,500 | $7.14M | 4.25% | +25,390+357.1% | Added |
| Meritage Portfolio Management | 32,276 | $7.10M | 0.44% | −4,940−13.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,849 | $7.00M | 0.56% | +1,057+3.4% | Added |
| Sowell Financial Services LLC | 31,726 | $6.97M | 0.37% | +641+2.1% | Added |
| Eastern Bank | 31,544 | $6.93M | 0.13% | +9,091+40.5% | Added |
| Canandaigua National Bank & Trust Co | 31,542 | $6.93M | 0.68% | −253−0.8% | Reduced |
| Ar Asset Management Inc | 31,452 | $6.91M | 1.57% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 31,446 | $6.91M | 0.21% | +104+0.3% | Added |
| L & S Advisors Inc | 31,440 | $6.91M | 0.76% | −11,370−26.6% | Reduced |
| Byrne Financial Freedom, LLC | 31,342 | $6.89M | 3.07% | +31,342 | New |
| KMG Fiduciary Partners, LLC | 31,228 | $6.86M | 0.57% | −133−0.4% | Reduced |
| Rodgers Brothers Inc. | 31,198 | $6.86M | 0.89% | −548−1.7% | Reduced |