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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 3,045 | $581.5K | 0.15% | +3,045 | New |
| Norris Financial Group, LLC | 3,049 | $582.2K | 0.32% | −1,476−32.6% | Reduced |
| Clark Estates Inc | 3,055 | $583.4K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3,055 | $583.4K | 0.17% | +292+10.6% | Added |
| Piscataqua Savings Bank | 3,063 | $584.9K | 0.52% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,064 | $585.1K | 0.04% | −66−2.1% | Reduced |
| E&G Advisors, LP | 3,070 | $586.2K | 0.18% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 3,070 | $586.2K | 0.06% | +75+2.5% | Added |
| Eudaimonia Partners, LLC | 3,071 | $586.4K | 0.14% | −118−3.7% | Reduced |
| Blue Chip Partners, Inc. | 3,071 | $586.4K | 0.06% | +27+0.9% | Added |
| Reik & Co., LLC | 3,072 | $586.6K | 0.15% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,074 | $587.0K | 0.05% | −291−8.6% | Reduced |
| Guardian Investment Management | 3,075 | $587.2K | 0.48% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,077 | $587.5K | 0.30% | −88−2.8% | Reduced |
| Boit C F David | 3,584 | $589.3K | 0.32% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 3,099 | $591.8K | 0.14% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,104 | $592.8K | 0.07% | +3+0.1% | Added |
| Kolinsky Wealth Management, LLC | 3,116 | $595.1K | 0.45% | +89+2.9% | Added |
| True Vision MN LLC | 3,561 | $595.1K | 0.42% | −338−8.7% | Reduced |
| Cornerstone Advisory, LLC | 3,119 | $595.7K | 0.08% | +85+2.8% | Added |
| Lester Murray Antman dba SimplyRich | 3,119 | $596.0K | 0.19% | +37+1.2% | Added |
| Willis Johnson & Associates, Inc. | 3,126 | $597.0K | 0.05% | −31−1.0% | Reduced |
| Keystone Financial Group | 3,130 | $597.8K | 0.09% | +696+28.6% | Added |
| Investment Advisory Services Inc | 3,131 | $598.0K | 0.22% | −70−2.2% | Reduced |
| Montz Harcus Wealth Management LLC | 3,132 | $598.1K | 0.40% | +26+0.8% | Added |
| Warwick Investment Management, Inc. | 3,162 | $603.8K | 0.14% | +271+9.4% | Added |
| Gratus Wealth Advisors, LLC | 3,336 | $605.5K | 0.11% | +10.0% | Added |
| Catalyst Financial Partners LLC | 3,326 | $609.0K | 0.16% | +165+5.2% | Added |
| Bouchey Financial Group Ltd | 3,191 | $609.4K | 0.06% | −166−4.9% | Reduced |
| Bill Few Associates, Inc. | 3,195 | $610.1K | 0.25% | +141+4.6% | Added |
| Howe & Rusling Inc | 3,195 | $610.1K | 0.06% | −172−5.1% | Reduced |
| Center for Financial Planning, Inc. | 3,195 | $610.2K | 0.09% | +613+23.7% | Added |
| Traphagen Investment Advisors LLC | 3,196 | $610.4K | 0.07% | +38+1.2% | Added |
| Roth Financial Partners LLC | 3,200 | $611.1K | 0.27% | −2,234−41.1% | Reduced |
| Hillsdale Investment Management Inc. | 3,200 | $611.1K | 0.05% | +3,200 | New |
| Tyche Wealth Partners LLC | 3,203 | $611.6K | 0.15% | −854−21.1% | Reduced |
| Indiana Trust & Investment Management CO | 3,205 | $612.0K | 0.25% | −135−4.0% | Reduced |
| Enterprise Financial Services Corp | 3,211 | $613.2K | 0.37% | +138+4.5% | Added |
| Peoples Bank | 3,215 | $613.9K | 0.34% | +50+1.6% | Added |
| Advisor Resource Council | 3,739 | $614.3K | 0.26% | −4,303−53.5% | Reduced |
| Mechanics Financial Corp | 3,225 | $615.8K | 0.32% | 00.0% | Unchanged |
| DMG Group, LLC | 3,230 | $616.8K | 0.53% | +316+10.8% | Added |
| ProVise Management Group, LLC | 3,231 | $617.0K | 0.05% | −2,782−46.3% | Reduced |
| Dana Investment Advisors, Inc. | 3,237 | $618.1K | 0.02% | −59−1.8% | Reduced |
| LCNB Corp | 3,240 | $618.7K | 0.22% | −220−6.4% | Reduced |
| Michael S. Ryan, Inc. | 3,265 | $623.5K | 0.49% | −42−1.3% | Reduced |
| Auxano Advisors, LLC | 3,265 | $623.5K | 0.18% | −133−3.9% | Reduced |
| Valley National Advisers Inc | 3,272 | $624.0K | 0.09% | +118+3.7% | Added |
| JB Capital LLC | 3,268 | $624.1K | 0.04% | +82+2.6% | Added |
| Smartleaf Asset Management LLC | 3,274 | $624.8K | 0.12% | +758+30.1% | Added |
| Miracle Mile Advisors, LLC | 3,281 | $626.5K | 0.02% | +165+5.3% | Added |
| Family Wealth Group, LLC | 3,284 | $627.2K | 0.68% | +5+0.2% | Added |
| Outfitter Financial LLC | 3,292 | $628.6K | 0.52% | +3,292 | New |
| Graves-Light Private Wealth Management, Inc. | 3,296 | $629.5K | 0.07% | −33−1.0% | Reduced |
| Blueprint Investment Partners LLC | 3,297 | $629.6K | 0.12% | +265+8.7% | Added |
| HFG Advisors, Inc. | 3,302 | $630.5K | 0.56% | −32−1.0% | Reduced |
| Tennessee Valley Asset Management Partners | 3,307 | $631.7K | 0.15% | +17+0.5% | Added |
| Wealth Group, Ltd. | 3,308 | $632.0K | 0.48% | +3,308 | New |
| Kendall Capital Management | 3,314 | $632.8K | 0.22% | −45−1.3% | Reduced |
| Morningstar Investment Management LLC | 3,314 | $633.0K | 0.07% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,320 | $634.0K | 0.41% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,320 | $634.0K | 0.36% | +85+2.6% | Added |
| Fiducient Advisors LLC | 3,320 | $634.1K | 0.13% | +32+1.0% | Added |
| Encompass Wealth Advisors, LLC | 3,321 | $634.2K | 0.17% | +2+0.1% | Added |
| Soltis Investment Advisors LLC | 3,327 | $635.3K | 0.07% | −607−15.4% | Reduced |
| Integrated Investment Consultants, LLC | 3,334 | $636.7K | 0.18% | −26−0.8% | Reduced |
| Baron Financial Group, LLC | 3,337 | $637.2K | 0.39% | +4+0.1% | Added |
| Full Sail Capital, LLC | 3,338 | $637.4K | 0.04% | +2+0.1% | Added |
| BBR Partners, LLC | 3,339 | $637.6K | 0.05% | +350+11.7% | Added |
| Hutchinson Capital Management | 3,340 | $637.9K | 0.13% | +6+0.2% | Added |
| GDS Wealth Management | 3,342 | $638.2K | 0.07% | +34+1.0% | Added |
| Blueshift Asset Management, LLC | 3,344 | $638.6K | 0.33% | +3,344 | New |
| Boston Trust Walden Corp | 3,347 | $639.1K | 0.00% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,349 | $639.5K | 0.04% | +307+10.1% | Added |
| Bedel Financial Consulting, Inc. | 3,353 | $640.2K | 0.10% | −141−4.0% | Reduced |
| Derbend Asset Management | 3,354 | $640.6K | 0.32% | +227+7.3% | Added |
| Smart Portfolios, LLC | 3,355 | $640.7K | 0.68% | +130+4.0% | Added |
| Verus Financial Partners, Inc. | 3,357 | $641.1K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 3,364 | $642.3K | 0.04% | −326−8.8% | Reduced |
| Legal Advantage Investments, Inc. | 3,366 | $642.8K | 0.36% | +3,366 | New |
| Family Firm, Inc. | 3,367 | $643.0K | 0.16% | +5+0.1% | Added |
| Bank of Stockton | 3,368 | $643.2K | 0.20% | +597+21.5% | Added |
| FourThought Financial Partners, LLC | 3,370 | $643.5K | 0.07% | −127−3.6% | Reduced |
| Eads & Heald Wealth Management | 3,374 | $644.0K | 0.30% | −197−5.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,387 | $646.8K | 0.28% | +333+10.9% | Added |
| Vicus Capital | 3,399 | $649.0K | 0.06% | +50+1.5% | Added |
| Saxon Interests, Inc. | 3,416 | $652.2K | 0.31% | −3,584−51.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,418 | $652.6K | 0.10% | +1,173+52.2% | Added |
| Colonial River Wealth Management, LLC | 3,418 | $652.7K | 0.37% | +539+18.7% | Added |
| Mission Creek Capital Partners, Inc. | 3,419 | $652.9K | 0.17% | −1,104−24.4% | Reduced |
| Precedent Wealth Partners, LLC | 3,421 | $653.3K | 0.28% | +315+10.1% | Added |
| First Personal Financial Services | 3,429 | $654.8K | 0.15% | −75−2.1% | Reduced |
| Cornerstone Wealth Group, LLC | 3,431 | $655.2K | 0.06% | +1,697+97.9% | Added |
| Encompass More Asset Management | 3,431 | $655.3K | 0.54% | +3,431 | New |
| Earnest Partners LLC | 3,432 | $655.4K | 0.00% | +33+1.0% | Added |
| Wallace Advisory Group, LLC | 4,009 | $655.7K | 0.49% | −79−1.9% | Reduced |
| Davidson Trust Co | 3,445 | $657.9K | 0.38% | +100+3.0% | Added |
| WBH Advisory Inc | 3,447 | $658.2K | 0.07% | −68−1.9% | Reduced |
| Osborne Partners Capital Management, LLC | 3,459 | $660.5K | 0.04% | −625−15.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,460 | $660.7K | 0.22% | −1,000−22.4% | Reduced |