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Livermore
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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, Q1 2024

Institutional positions in International Business Machines Corp as of Mar 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
2,809
+165 vs. Q4 2023
Shares held
546.8M
+6.19M (+1.1%) vs. Q4 2023
Total value
$104.2B
+$15.8B (+17.9%) vs. Q4 2023
New holders
267
1,106 more added
Sold out
102
1,095 more reduced

42 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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.

Institutional holdersQ1 2024: 2,809 institutions
Q1 2021: 2,156 institutionsQ2 2021: 2,224 institutionsQ3 2021: 2,169 institutionsQ4 2021: 2,354 institutionsQ1 2022: 2,342 institutionsQ2 2022: 2,379 institutionsQ3 2022: 2,288 institutionsQ4 2022: 2,438 institutionsQ1 2023: 2,399 institutionsQ2 2023: 2,429 institutionsQ3 2023: 2,468 institutionsQ4 2023: 2,686 institutionsQ1 2024: 2,809 institutionsQ2 2024: 2,764 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,147 institutionsQ1 2025: 3,268 institutionsQ2 2025: 3,411 institutionsQ3 2025: 3,424 institutionsQ4 2025: 3,707 institutionsQ1 2026: 3,496 institutionsQ2 2026: 3,644 institutions
Value heldQ1 2024: $104.2B
Q1 2021: $66.9BQ2 2021: $74.2BQ3 2021: $70.6BQ4 2021: $67.0BQ1 2022: $65.1BQ2 2022: $71.9BQ3 2022: $61.5BQ4 2022: $74.3BQ1 2023: $67.7BQ2 2023: $69.7BQ3 2023: $74.5BQ4 2023: $88.4BQ1 2024: $104.2BQ2 2024: $95.1BQ3 2024: $124.7BQ4 2024: $126.2BQ1 2025: $145.7BQ2 2025: $172.7BQ3 2025: $163.1BQ4 2025: $177.2BQ1 2026: $143.7BQ2 2026: $172.1B
Institutions holding IBM and their total value by quarter
QuarterHoldersValue
Q2 20263,644$172.1B
Q1 20263,496$143.7B
Q4 20253,707$177.2B
Q3 20253,424$163.1B
Q2 20253,411$172.7B
Q1 20253,268$145.7B
Q4 20243,147$126.2B
Q3 20242,941$124.7B
Q2 20242,764$95.1B
Q1 20242,809$104.2B
Q4 20232,686$88.4B
Q3 20232,468$74.5B
Q2 20232,429$69.7B
Q1 20232,399$67.7B
Q4 20222,438$74.3B
Q3 20222,288$61.5B
Q2 20222,379$71.9B
Q1 20222,342$65.1B
Q4 20212,354$67.0B
Q3 20212,169$70.6B
Q2 20212,224$74.2B
Q1 20212,156$66.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2023.

Institutions holding IBM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Investment Research & Advisory Group, Inc.0$210.00%−1−100.0%Reduced
Global Assets Advisory, LLC15,848$830.00%+15,848New
Tfo-TDC, LLC3$5730.00%−9−75.0%Reduced
Sofos Investments, Inc.3$7030.00%+2+200.0%Added
WestEnd Advisors, LLC5$9550.00%00.0%Unchanged
ClariVest Asset Management LLC8$1.53K0.00%00.0%Unchanged
Eukles Asset Management10$1.91K0.00%00.0%Unchanged
Clear Investment Research, LLC10$1.91K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.11$2.00K0.00%00.0%Unchanged
First Pacific Financial11$2.10K0.00%+11New
NVWM, LLC12$2.29K0.00%+12New
PFG Private Wealth Management, LLC13$2.48K0.00%−6−31.6%Reduced
Vermillion & White Wealth Management Group, LLC13$2.48K0.00%00.0%Unchanged
Annapolis Financial Services, LLC13$2.48K0.00%−401−96.9%Reduced
Luken Investment Analytics, LLC16$3.06K0.00%−75−82.4%Reduced
Custom Portfolio Group LLC20$3.82K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC20$3.82K0.00%+20New
Dogwood Wealth Management LLC25$4.79K0.00%+25Added
Horizons Wealth Management35$5.72K0.00%00.0%Unchanged
Cordant, Inc.30$5.73K0.00%−226−88.3%Reduced
Matrix Trust Co34$6.00K0.00%+34New
PayPay Securities Corp35$6.68K0.33%−7−16.7%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.37$7.07K0.25%+37New
Game Plan Financial Advisors, LLC37$7.07K0.00%+37New
Robinswood Financial LLC41$7.78K0.00%00.0%Unchanged
Valued Wealth Advisors LLC41$7.83K0.01%+5+13.9%Added
Westend Capital Management, LLC44$8.40K0.00%+44New
Fairman Group, LLC47$8.89K0.01%+1+2.2%Added
Bray Capital Advisors50$9.55K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.50$9.55K0.00%00.0%Unchanged
Richelieu Gestion PLC50$10.0K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC53$10.1K0.01%+53New
Trifecta Capital Advisors, LLC56$10.7K0.00%−3−5.1%Reduced
Mark Sheptoff Financial Planning, LLC100$12.8K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.69$13.1K0.01%00.0%Unchanged
Tacita Capital Inc70$13.4K0.01%−35−33.3%Reduced
Bromfield Sneider Wealth Advisors72$13.7K0.01%00.0%Unchanged
Arcadia Investment Management Corp75$14.3K0.00%−1−1.3%Reduced
Winch Advisory Services, LLC79$15.1K0.00%00.0%Unchanged
Horizon Financial Services, LLC80$15.3K0.01%+80New
Family CFO Inc80$15.3K0.01%00.0%Unchanged
True Wealth Design, LLC82$15.7K0.00%+13+18.8%Added
Mma Asset Management LLC89$17.0K0.01%+89New
Accordant Advisory Group Inc92$17.6K0.01%+92New
Capstone Investment Advisors, LLC94$17.9K0.00%00.0%Unchanged
Timber Creek Capital Management LLC95$18.1K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC97$18.5K0.01%00.0%Unchanged
Halpern Financial, Inc.98$18.7K0.01%00.0%Unchanged
Lipe & Dalton100$19.0K0.01%+100New
Avondale Wealth Management100$19.1K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.100$19.1K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$19.1K0.01%00.0%Unchanged
Bellevue Asset Management, LLC101$19.3K0.01%+1+1.0%Added
Evolution Advisers, Inc.100$20.0K0.01%00.0%Unchanged
Mendota Financial Group, LLC105$20.1K0.01%00.0%Unchanged
REAP Financial Group, LLC114$21.8K0.01%−468−80.4%Reduced
Signature Resources Capital Management, LLC138$22.6K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC121$23.2K0.01%+1+0.8%Added
Dunhill Financial, LLC123$23.5K0.02%−88−41.7%Reduced
DiNuzzo Private Wealth, Inc.123$23.5K0.00%+1+0.8%Added
DAGCO, Inc.125$23.9K0.01%+125New
CBIZ Investment Advisory Services, LLC129$24.6K0.00%+129New
FPC Investment Advisory, Inc.140$25.8K0.03%+140New
Park Place Capital Corp136$26.0K0.01%+8+6.3%Added
DHJJ Financial Advisors, Ltd.139$26.5K0.01%00.0%Unchanged
American Capital Advisory, LLC203$26.6K0.02%+87+75.0%Added
Horrell Capital Management, Inc.139$27.0K0.01%00.0%Unchanged
Rogco, LP145$27.7K0.01%−50−25.6%Reduced
ESL Trust Services, LLC146$27.9K0.01%+146New
Kempen Capital Management N.V.147$28.1K0.00%−32−17.9%Reduced
Gables Capital Management Inc.150$28.6K0.02%00.0%Unchanged
Heck Capital Advisors, LLC155$29.6K0.00%00.0%Unchanged
Financial Perspectives, Inc160$30.6K0.01%−2−1.2%Reduced
Brown Shipley& Co Ltd162$30.8K0.01%00.0%Unchanged
Wolff Wiese Magana LLC162$30.9K0.03%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC163$31.1K0.06%00.0%Unchanged
Naples Money Management LLC170$32.5K0.03%00.0%Unchanged
Raffa Wealth Management, LLC171$32.7K0.01%−9−5.0%Reduced
State of Wyoming172$32.8K0.01%+172New
Davis Capital Management186$35.3K0.03%00.0%Unchanged
Creekmur Asset Management LLC186$35.5K0.01%+7+3.9%Added
SYSTM Wealth Solutions LLC186$35.5K0.00%+2+1.1%Added
Louisbourg Investments Inc.188$35.9K0.01%00.0%Unchanged
Briaud Financial Planning, Inc184$36.0K0.02%+184New
Quarry LP194$37.0K0.02%+61+45.9%Added
Insight Financial Services197$37.6K0.03%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.198$37.9K0.00%+123+164.0%Added
JTC Employer Solutions Trusteee Ltd197$38.0K0.00%00.0%Unchanged
Lam Group, Inc.202$38.6K0.03%00.0%Unchanged
Creative Capital Management Investments LLC204$39.0K0.02%+74+56.9%Added
FNY Investment Advisers, LLC210$40.0K0.03%+180+600.0%Added
Gleason Group, Inc.212$40.5K0.01%+2+1.0%Added
Red Tortoise LLC212$40.6K0.02%+13+6.5%Added
Kepos Capital LP213$41.0K0.01%−100−31.9%Reduced
Versant Capital Management, Inc218$41.5K0.01%+77+54.6%Added
Morton Brown Family Wealth, LLC223$42.6K0.02%−184−45.2%Reduced
Activest Wealth Management244$46.5K0.02%+244New
Caitlin John, LLC262$50.0K0.04%−9−3.3%Reduced
Kelly Financial Services LLC264$50.5K0.02%−79−23.0%Reduced
West Paces Advisors Inc.273$52.1K0.01%+21+8.3%Added