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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 18,409 | $4.05M | 0.08% | −47,456−72.1% | Reduced |
| NTV Asset Management LLC | 18,383 | $4.04M | 0.53% | −403−2.1% | Reduced |
| Capital Investment Advisory Services, LLC | 18,321 | $4.03M | 0.39% | −355−1.9% | Reduced |
| Fisher Asset Management, LLC | 18,292 | $4.02M | 0.00% | +2,872+18.6% | Added |
| SPC Financial, Inc. | 18,264 | $4.01M | 0.35% | +1,148+6.7% | Added |
| Douglass Winthrop Advisors, LLC | 18,263 | $4.01M | 0.08% | +414+2.3% | Added |
| Farther Finance Advisors, LLC | 18,228 | $4.01M | 0.14% | +1,668+10.1% | Added |
| Paragon Capital Management LLC | 18,125 | $3.98M | 2.14% | −228−1.2% | Reduced |
| Zhang Financial LLC | 18,077 | $3.97M | 0.23% | +686+3.9% | Added |
| C2C Wealth Management, LLC | 18,029 | $3.96M | 3.67% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 17,987 | $3.95M | 2.01% | +135+0.8% | Added |
| Arkadios Wealth Advisors | 17,986 | $3.95M | 0.22% | −749−4.0% | Reduced |
| Vise Technologies, Inc. | 17,898 | $3.93M | 0.33% | +3,380+23.3% | Added |
| Mystic Asset Management, Inc. | 17,857 | $3.93M | 1.05% | +10,507+143.0% | Added |
| AIA Group Ltd | 17,850 | $3.92M | 0.09% | −15−0.1% | Reduced |
| Exeter Financial, LLC | 17,831 | $3.92M | 1.79% | −133−0.7% | Reduced |
| Diversified Trust Co | 17,722 | $3.90M | 0.09% | +1,820+11.4% | Added |
| Citadel Investment Advisory, Inc. | 17,716 | $3.90M | 2.02% | +90+0.5% | Added |
| EagleClaw Capital Managment, LLC | 17,697 | $3.89M | 0.62% | +570+3.3% | Added |
| Providence Capital Advisors, LLC | 17,646 | $3.88M | 0.79% | +358+2.1% | Added |
| TD Private Client Wealth LLC | 17,646 | $3.88M | 0.11% | −289−1.6% | Reduced |
| Ofi Invest Asset Management | 18,231 | $3.87M | 0.09% | +18,231 | New |
| AMG National Trust Bank | 17,594 | $3.87M | 0.11% | −140−0.8% | Reduced |
| Principal Securities, Inc. | 17,573 | $3.86M | 0.09% | +1,946+12.5% | Added |
| Agf Management Ltd | 17,561 | $3.86M | 0.02% | +315+1.8% | Added |
| Fairvoy Private Wealth, LLC | 17,560 | $3.86M | 1.03% | +17,560 | New |
| Meeder Advisory Services, Inc. | 17,514 | $3.85M | 0.24% | +1,665+10.5% | Added |
| Wetherby Asset Management Inc | 17,369 | $3.82M | 0.18% | −702−3.9% | Reduced |
| Pensionmark Financial Group, LLC | 17,333 | $3.81M | 0.10% | +4,740+37.6% | Added |
| N.E.W. Advisory Services LLC | 17,309 | $3.81M | 0.36% | −121−0.7% | Reduced |
| HBK Sorce Advisory LLC | 17,284 | $3.80M | 0.11% | −93−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 17,235 | $3.79M | 0.28% | +1,739+11.2% | Added |
| Mengis Capital Management, Inc. | 17,183 | $3.78M | 0.77% | −3,650−17.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 17,118 | $3.76M | 0.19% | +611+3.7% | Added |
| Ieq Capital, LLC | 17,088 | $3.76M | 0.04% | −24,561−59.0% | Reduced |
| Inspire Trust Co, N.A. | 17,000 | $3.74M | 0.96% | +475+2.9% | Added |
| Independent Financial Group, LLC | 16,990 | $3.74M | 0.12% | +108+0.6% | Added |
| Joel Isaacson & Co., LLC | 16,984 | $3.73M | 0.17% | +390+2.4% | Added |
| Asset Dedication, LLC | 16,977 | $3.73M | 0.29% | −8,255−32.7% | Reduced |
| Stolper Co | 16,958 | $3.73M | 1.24% | −18−0.1% | Reduced |
| First Dallas Securities Inc. | 16,898 | $3.71M | 1.51% | −2,309−12.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 16,892 | $3.71M | 0.27% | +276+1.7% | Added |
| S&CO Inc | 16,888 | $3.71M | 0.25% | 00.0% | Unchanged |
| Leo Wealth, LLC | 16,876 | $3.71M | 0.33% | −2,674−13.7% | Reduced |
| Atlas Capital Advisors LLC | 16,826 | $3.70M | 0.47% | −156−0.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,800 | $3.69M | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 16,747 | $3.68M | 0.16% | −2,701−13.9% | Reduced |
| Beech Hill Advisors, Inc. | 16,731 | $3.68M | 1.38% | −175−1.0% | Reduced |
| Sky Investment Group LLC | 16,709 | $3.67M | 0.67% | −25−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 16,698 | $3.67M | 0.34% | −1,146−6.4% | Reduced |
| Bangor Savings Bank | 16,686 | $3.67M | 0.34% | −174−1.0% | Reduced |
| Trust Co of Toledo NA | 16,578 | $3.64M | 0.48% | −111−0.7% | Reduced |
| Naples Global Advisors, LLC | 16,576 | $3.64M | 0.34% | +156+1.0% | Added |
| American Investment Services, Inc. | 16,524 | $3.63M | 0.64% | −4,801−22.5% | Reduced |
| Plimoth Trust Co LLC | 16,482 | $3.62M | 0.93% | −300−1.8% | Reduced |
| Field & Main Bank | 16,469 | $3.62M | 1.27% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 13,775 | $3.60M | 0.86% | +841+6.5% | Added |
| Spinnaker Trust | 16,352 | $3.59M | 0.23% | −115−0.7% | Reduced |
| Commonwealth Retirement Investments LLC | 16,317 | $3.59M | 1.48% | +456+2.9% | Added |
| St. Clair Advisors, LLC | 16,301 | $3.58M | 1.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 16,289 | $3.58M | 0.05% | −259−1.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 16,278 | $3.58M | 0.33% | +389+2.4% | Added |
| Ashton Thomas Private Wealth, LLC | 16,178 | $3.56M | 0.14% | +7,290+82.0% | Added |
| V-Square Quantitative Management LLC | 16,101 | $3.54M | 0.50% | +171+1.1% | Added |
| Game Creek Capital, LP | 16,050 | $3.53M | 1.93% | −2,200−12.1% | Reduced |
| Ledyard National Bank | 16,032 | $3.52M | 0.33% | +1,724+12.0% | Added |
| 180 Wealth Advisors, LLC | 16,002 | $3.52M | 0.55% | −585−3.5% | Reduced |
| IHT Wealth Management, LLC | 15,992 | $3.52M | 0.11% | −3,837−19.4% | Reduced |
| Grimes & Company, Inc. | 15,988 | $3.51M | 0.10% | +65+0.4% | Added |
| Larson Financial Group LLC | 15,986 | $3.51M | 0.18% | +1,209+8.2% | Added |
| Eagle Rock Investment Company, LLC | 15,939 | $3.50M | 0.58% | 00.0% | Unchanged |
| Associated Banc-Corp | 15,924 | $3.50M | 0.11% | −2,291−12.6% | Reduced |
| United Capital Management of KS, Inc. | 15,902 | $3.50M | 0.64% | −316−1.9% | Reduced |
| Mission Wealth Management, LP | 15,869 | $3.49M | 0.08% | −6,276−28.3% | Reduced |
| Proequities, Inc. | 15,525 | $3.47M | 0.20% | −658−4.1% | Reduced |
| First Hawaiian Bank | 15,722 | $3.46M | 0.11% | +985+6.7% | Added |
| CWA Asset Management Group, LLC | 15,604 | $3.43M | 0.17% | −6,546−29.6% | Reduced |
| Verity Asset Management, Inc. | 15,741 | $3.43M | 1.93% | −19,273−55.0% | Reduced |
| Diversify Wealth Management, LLC | 15,577 | $3.42M | 0.27% | +787+5.3% | Added |
| Pittenger & Anderson Inc | 15,485 | $3.40M | 0.12% | +50+0.3% | Added |
| Citizens Financial Group Inc | 15,461 | $3.40M | 0.07% | +646+4.4% | Added |
| Bill Few Associates, Inc. | 15,450 | $3.40M | 1.19% | +75+0.5% | Added |
| North Star Investment Management Corp. | 15,449 | $3.40M | 0.24% | +40.0% | Added |
| Alliance Wealth Advisors, LLC | 15,427 | $3.39M | 0.88% | +281+1.9% | Added |
| Sage Capital Management, LLC | 15,402 | $3.39M | 1.71% | −2,630−14.6% | Reduced |
| Birinyi Associates Inc | 15,238 | $3.35M | 0.92% | +28+0.2% | Added |
| JPL Wealth Management, LLC | 15,215 | $3.34M | 0.96% | +15,215 | New |
| Insight Inv LLC | 15,213 | $3.34M | 2.33% | +1,109+7.9% | Added |
| Confluence Wealth Services, Inc. | 14,744 | $3.33M | 0.22% | −251−1.7% | Reduced |
| Essential Planning, LLC. | 14,950 | $3.33M | 0.02% | +14,950 | New |
| Old Point Trust & Financial Services N A | 15,145 | $3.33M | 1.17% | −1,064−6.6% | Reduced |
| Kovack Advisors, Inc. | 15,106 | $3.32M | 0.33% | −81−0.5% | Reduced |
| Fca Corp | 15,084 | $3.32M | 1.04% | +48+0.3% | Added |
| Abundance Wealth Counselors | 15,026 | $3.30M | 0.72% | −446−2.9% | Reduced |
| ZWJ Investment Counsel Inc | 15,003 | $3.30M | 0.14% | −156−1.0% | Reduced |
| Allen Investment Management LLC | 15,000 | $3.30M | 0.04% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 14,976 | $3.29M | 0.70% | +1,239+9.0% | Added |
| Modern Wealth Management, LLC | 14,837 | $3.26M | 0.12% | +5,297+55.5% | Added |
| GAMMA Investing LLC | 14,832 | $3.26M | 0.28% | +1,281+9.5% | Added |
| Ascent Group, LLC | 14,808 | $3.26M | 0.24% | +1,729+13.2% | Added |