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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Capital Management LLC | 2,616 | $499.6K | 0.11% | −140−5.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,618 | $499.9K | 0.06% | +50+1.9% | Added |
| Sand Hill Global Advisors, LLC | 2,621 | $500.5K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,624 | $501.1K | 0.03% | +97+3.8% | Added |
| Hamilton Capital, LLC | 2,625 | $501.3K | 0.04% | +681+35.0% | Added |
| Aveo Capital Partners, LLC | 3,030 | $502.1K | 0.05% | −71−2.3% | Reduced |
| TriaGen Wealth Management LLC | 2,630 | $502.2K | 0.21% | −50−1.9% | Reduced |
| Magnolia Capital Management Ltd | 2,637 | $504.0K | 0.43% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,640 | $504.1K | 0.25% | −575−17.9% | Reduced |
| BIP Wealth, LLC | 2,644 | $504.9K | 0.04% | −375−12.4% | Reduced |
| Windsor Capital Management, LLC | 2,650 | $506.0K | 0.16% | −26−1.0% | Reduced |
| Close Asset Management Ltd | 2,651 | $506.0K | 0.02% | +108+4.2% | Added |
| Fulton Breakefield Broenniman LLC | 2,658 | $507.6K | 0.04% | −39−1.4% | Reduced |
| Breakwater Capital Group | 2,659 | $507.8K | 0.13% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,668 | $509.5K | 0.10% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,668 | $509.5K | 0.25% | +2,668 | New |
| G&S Capital LLC | 2,670 | $509.9K | 0.23% | −4,894−64.7% | Reduced |
| Lakeside Advisors, INC. | 2,675 | $510.8K | 0.33% | +130+5.1% | Added |
| Barrett & Company, Inc. | 2,677 | $511.3K | 0.24% | +5+0.2% | Added |
| Sapient Capital LLC | 2,681 | $512.0K | 0.01% | −665−19.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,684 | $512.6K | 0.10% | +318+13.4% | Added |
| Eagle Capital Management LLC | 2,700 | $515.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,701 | $515.7K | 0.11% | +7+0.3% | Added |
| MWA Asset Management | 2,703 | $516.2K | 0.37% | +2,703 | New |
| Horizon Wealth Management, LLC | 2,710 | $517.6K | 0.14% | +967+55.5% | Added |
| Country Trust Bank | 2,713 | $518.1K | 0.01% | −98−3.5% | Reduced |
| Optimum Investment Advisors | 2,726 | $520.6K | 0.24% | +200+7.9% | Added |
| WMG Financial Advisors, LLC | 2,727 | $520.7K | 0.30% | +109+4.2% | Added |
| Lebenthal Global Advisors, LLC | 2,744 | $524.0K | 0.12% | −1,140−29.4% | Reduced |
| Evoke Wealth, LLC | 2,746 | $524.3K | 0.02% | +2,746 | New |
| Sabal Trust CO | 2,752 | $525.5K | 0.03% | +964+53.9% | Added |
| Howard Capital Management Group, LLC | 2,761 | $527.2K | 0.04% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 2,762 | $527.4K | 0.35% | −383−12.2% | Reduced |
| Ategra Capital Management, LLC | 2,768 | $528.6K | 0.24% | −85−3.0% | Reduced |
| Curbstone Financial Management Corp | 2,774 | $529.7K | 0.11% | +200+7.8% | Added |
| Provident Wealth Management, LLC | 2,783 | $531.4K | 0.20% | +61+2.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,796 | $533.9K | 0.18% | +95+3.5% | Added |
| Fruth Investment Management | 2,797 | $534.0K | 0.14% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 2,806 | $535.8K | 0.05% | −82−2.8% | Reduced |
| Pasadena Private Wealth, LLC | 2,808 | $536.2K | 0.12% | +626+28.7% | Added |
| Angeles Wealth Management, LLC | 2,809 | $536.4K | 0.05% | +74+2.7% | Added |
| Weaver Consulting Group | 2,811 | $536.8K | 0.20% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,818 | $538.1K | 0.08% | +120+4.4% | Added |
| Thomasville National Bank | 2,822 | $538.9K | 0.04% | +10+0.4% | Added |
| Ignite Planners, LLC | 2,839 | $538.9K | 0.15% | −2,147−43.1% | Reduced |
| Fragasso Group Inc. | 2,836 | $541.5K | 0.05% | +689+32.1% | Added |
| One Charles Private Wealth Services, LLC | 2,839 | $542.1K | 0.24% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,839 | $542.1K | 0.18% | +231+8.9% | Added |
| Magnus Financial Group LLC | 2,841 | $542.5K | 0.06% | +80+2.9% | Added |
| D'Orazio & Associates, Inc. | 2,846 | $543.5K | 0.09% | +15+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,854 | $545.0K | 0.13% | −1,167−29.0% | Reduced |
| First Affirmative Financial Network | 2,859 | $546.0K | 0.40% | −87−3.0% | Reduced |
| Waterway Wealth Management, LLC | 2,860 | $546.2K | 0.24% | +222+8.4% | Added |
| Bank of Hawaii | 2,861 | $546.3K | 0.03% | −599−17.3% | Reduced |
| Ballast Advisors LLC | 2,863 | $546.8K | 0.18% | +509+21.6% | Added |
| Bramshill Investments, LLC | 2,864 | $546.9K | 0.06% | −996−25.8% | Reduced |
| Crescent Grove Advisors, LLC | 2,864 | $546.9K | 0.06% | −300−9.5% | Reduced |
| Planning Alternatives Ltd | 2,869 | $547.9K | 0.09% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,359 | $548.1K | 0.39% | +4,359 | New |
| Austin Private Wealth, LLC | 2,873 | $548.4K | 0.06% | +410+16.6% | Added |
| Karpas Strategies, LLC | 2,874 | $548.9K | 0.17% | +3+0.1% | Added |
| Truvestments Capital LLC | 2,878 | $549.6K | 0.21% | −448−13.5% | Reduced |
| Opinicus Capital, Inc. | 2,878 | $549.6K | 0.49% | −101−3.4% | Reduced |
| Orion Capital Management LLC | 2,879 | $549.8K | 0.29% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,882 | $550.0K | 0.06% | −50−1.7% | Reduced |
| Morris Financial Concepts, Inc. | 2,885 | $550.9K | 0.28% | +13+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 2,891 | $552.1K | 0.09% | +1,621+127.6% | Added |
| United Advisor Group, LLC | 2,892 | $552.3K | 0.21% | −202−6.5% | Reduced |
| RIA Advisory Group LLC | 2,893 | $552.5K | 0.22% | +2,893 | New |
| DLK Investment Management, LLC | 2,894 | $552.6K | 0.23% | −100−3.3% | Reduced |
| Larson Financial Group LLC | 2,895 | $552.8K | 0.04% | +491+20.4% | Added |
| Cooper/Haims Advisors, LLC | 2,895 | $552.9K | 0.32% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,901 | $554.0K | 0.30% | −213−6.8% | Reduced |
| HTLF Bank | 2,906 | $554.9K | 0.06% | +9+0.3% | Added |
| Aberdeen Wealth Management LLC | 2,909 | $555.5K | 0.32% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,915 | $556.6K | 0.24% | +410+16.4% | Added |
| Sandy Cove Advisors, LLC | 2,920 | $557.5K | 0.26% | −89−3.0% | Reduced |
| Opal Wealth Advisors, LLC | 2,922 | $558.0K | 0.19% | −390−11.8% | Reduced |
| Hilltop National Bank | 2,930 | $559.5K | 0.19% | +2,930 | New |
| Professional Advisory Services Inc | 2,933 | $560.0K | 0.08% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,936 | $560.7K | 0.08% | −88−2.9% | Reduced |
| MB, Levis & Associates, LLC | 2,949 | $563.1K | 0.30% | +2+0.1% | Added |
| Howard Financial Services, Ltd. | 2,950 | $563.4K | 0.10% | −8−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 2,962 | $565.7K | 0.17% | +2,962 | New |
| Allstate Corp | 2,966 | $566.4K | 0.04% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,968 | $566.8K | 0.11% | −45−1.5% | Reduced |
| Buckhead Capital Management LLC | 2,975 | $568.1K | 0.19% | −17−0.6% | Reduced |
| First National Corp | 3,474 | $568.1K | 0.14% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,977 | $568.6K | 0.23% | −74−2.4% | Reduced |
| Libra Wealth LLC | 2,992 | $571.4K | 0.25% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 2,999 | $572.7K | 0.03% | −121−3.9% | Reduced |
| West Family Investments, Inc. | 2,999 | $572.7K | 0.18% | +263+9.6% | Added |
| Navis Wealth Advisors, LLC | 3,000 | $572.9K | 0.69% | +49+1.7% | Added |
| Woodard & Co Asset Management Group Inc | 3,005 | $573.8K | 0.15% | +90+3.1% | Added |
| Trinity Legacy Partners, LLC | 3,015 | $575.7K | 0.17% | −388−11.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,243 | $577.0K | 0.32% | +1,000+44.6% | Added |
| First National Bank Sioux Falls | 3,025 | $577.7K | 0.32% | −48−1.6% | Reduced |
| Lewis Asset Management, LLC | 3,034 | $579.4K | 0.48% | +343+12.7% | Added |
| Harbor Advisory Corp | 3,036 | $579.8K | 0.20% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,041 | $580.7K | 0.23% | +10+0.3% | Added |