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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 3,474 | $663.0K | 0.01% | +3,474 | New |
| Telos Capital Management, Inc. | 3,484 | $665.2K | 0.08% | −28−0.8% | Reduced |
| Norris Perne & French LLP | 3,486 | $665.7K | 0.05% | +50+1.5% | Added |
| LMG Wealth Partners, LLC | 3,491 | $666.6K | 0.17% | +52+1.5% | Added |
| State Farm Mutual Automobile Insurance Co | 3,500 | $668.4K | 0.00% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 3,511 | $670.5K | 0.43% | +323+10.1% | Added |
| Somerville Kurt F | 3,512 | $670.7K | 0.11% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,514 | $671.1K | 0.37% | +10+0.3% | Added |
| RMR Wealth Builders | 3,517 | $671.7K | 0.08% | +118+3.5% | Added |
| SNS Financial Group, LLC | 3,518 | $671.7K | 0.07% | −47−1.3% | Reduced |
| Roof Eidam & Maycock | 3,535 | $675.0K | 0.19% | −310−8.1% | Reduced |
| Verus Capital Partners, LLC | 3,540 | $676.0K | 0.07% | +476+15.5% | Added |
| Gillespie Robinson & Grimm Inc | 3,542 | $676.4K | 0.06% | +1,005+39.6% | Added |
| Accuvest Global Advisors | 3,544 | $677.0K | 0.30% | +896+33.8% | Added |
| Hemenway Trust Co LLC | 3,546 | $677.1K | 0.06% | +415+13.3% | Added |
| Selway Asset Management | 3,550 | $677.9K | 0.27% | 00.0% | Unchanged |
| Gs Investments, Inc. | 3,550 | $677.9K | 0.33% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,554 | $678.7K | 0.35% | +1,419+66.5% | Added |
| Burford Brothers, Inc. | 3,563 | $680.4K | 0.45% | +188+5.6% | Added |
| Norwood Financial Corp | 3,566 | $681.0K | 0.98% | +240+7.2% | Added |
| Oldfather Financial Services, LLC | 3,567 | $681.2K | 0.28% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 3,567 | $681.2K | 0.03% | +500+16.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,576 | $683.0K | 0.31% | +3+0.1% | Added |
| Signature Wealth Management Partners, LLC | 3,583 | $684.2K | 0.56% | −423−10.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,584 | $684.6K | 0.20% | +666+22.8% | Added |
| Wolverine Trading, LLC | 3,593 | $686.1K | 0.01% | −3,021−45.7% | Reduced |
| Fort Point Capital Partners LLC | 3,593 | $686.1K | 0.09% | −54−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,594 | $686.2K | 0.38% | −1,737−32.6% | Reduced |
| Capital Market Strategies LLC | 3,596 | $686.7K | 0.52% | 00.0% | Unchanged |
| New Hampshire Trust | 3,601 | $687.6K | 0.16% | −300−7.7% | Reduced |
| First Command Advisory Services, Inc. | 3,605 | $687.6K | 0.01% | −187−4.9% | Reduced |
| Klingman & Associates, LLC | 3,602 | $687.8K | 0.05% | +224+6.6% | Added |
| Cullen Investment Group, Ltd. | 3,642 | $688.0K | 0.11% | +639+21.3% | Added |
| Harbour Trust & Investment Management Co | 3,619 | $691.1K | 0.09% | −85−2.3% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $692.8K | 0.24% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 3,630 | $693.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 3,632 | $693.6K | 0.07% | −425−10.5% | Reduced |
| Savvy Advisors, Inc. | 3,633 | $693.7K | 0.40% | +508+16.3% | Added |
| OmniStar Financial Group, Inc. | 3,633 | $693.9K | 0.64% | −6,045−62.5% | Reduced |
| Bullock Wealth Management Group | 3,661 | $695.0K | 0.47% | +3,661 | New |
| Quadcap Wealth Management, LLC | 3,654 | $697.7K | 0.16% | −132−3.5% | Reduced |
| Lafayette Investments, Inc. | 3,659 | $698.7K | 0.16% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 3,659 | $698.7K | 0.02% | +71+2.0% | Added |
| MBL Wealth, LLC | 3,661 | $699.1K | 0.08% | +69+1.9% | Added |
| Greenfield Savings Bank | 3,670 | $700.8K | 0.37% | −11−0.3% | Reduced |
| Johnson & White Wealth Management, LLC | 3,670 | $701.0K | 0.51% | +847+30.0% | Added |
| Mountain Pacific Investment Advisers Inc | 3,672 | $701.2K | 0.04% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 3,672 | $701.2K | 0.29% | +24+0.7% | Added |
| Hengehold Capital Management LLC | 3,698 | $706.1K | 0.08% | −91−2.4% | Reduced |
| Dopkins Wealth Management, LLC | 3,700 | $706.6K | 0.43% | +3,700 | New |
| Oarsman Capital, Inc. | 3,713 | $709.0K | 0.17% | +1,136+44.1% | Added |
| Sawyer & Company, Inc | 3,716 | $709.6K | 0.28% | −48−1.3% | Reduced |
| Revisor Wealth Management LLC | 4,002 | $709.7K | 0.32% | +1,379+52.6% | Added |
| Weil Company, Inc. | 3,724 | $711.2K | 0.28% | +22+0.6% | Added |
| Quotient Wealth Partners, LLC | 3,732 | $712.7K | 0.03% | +312+9.1% | Added |
| Planned Solutions, Inc. | 3,738 | $713.8K | 0.35% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,744 | $715.0K | 0.05% | +322+9.4% | Added |
| American National Bank | 3,749 | $715.9K | 0.09% | +588+18.6% | Added |
| Sax Wealth Advisors, LLC | 3,756 | $717.2K | 0.08% | −3−0.1% | Reduced |
| Eagle Bay Advisors LLC | 3,761 | $718.3K | 0.45% | −209−5.3% | Reduced |
| Spirepoint Private Client, LLC | 3,768 | $719.5K | 0.11% | +3,768 | New |
| First United Bank Trust | 3,770 | $719.9K | 0.27% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,774 | $721.0K | 0.61% | +3,774 | New |
| Wealth Architects, LLC | 3,782 | $722.2K | 0.10% | −1,910−33.6% | Reduced |
| MTM Investment Management, LLC | 3,782 | $722.2K | 0.30% | −395−9.5% | Reduced |
| Lindbrook Capital, LLC | 3,784 | $722.6K | 0.07% | +195+5.4% | Added |
| Firestone Capital Management | 3,786 | $723.0K | 0.20% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,786 | $723.0K | 0.62% | +3,786 | New |
| Laidlaw Wealth Management LLC | 3,789 | $723.5K | 0.40% | −2,754−42.1% | Reduced |
| Reliant Investment Management, LLC | 3,800 | $725.6K | 0.34% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,801 | $725.8K | 0.09% | −787−17.2% | Reduced |
| Sound Financial Strategies Group, LLC | 3,801 | $725.8K | 0.60% | −109−2.8% | Reduced |
| Valmark Advisers, Inc. | 3,809 | $727.5K | 0.01% | +69+1.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 3,810 | $727.6K | 0.30% | +10+0.3% | Added |
| First National Bank | 3,811 | $727.7K | 0.55% | +709+22.9% | Added |
| Bond & Devick Financial Network, Inc. | 3,815 | $728.5K | 0.40% | −40−1.0% | Reduced |
| Strategic Financial Concepts, LLC | 3,815 | $728.5K | 0.18% | +3,815 | New |
| Institute for Wealth Management, LLC. | 3,820 | $729.4K | 0.09% | −316−7.6% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,821 | $729.7K | 0.58% | +29+0.8% | Added |
| Journey Strategic Wealth LLC | 3,823 | $730.0K | 0.03% | +1,454+61.4% | Added |
| Keynote Financial Services LLC | 3,824 | $730.2K | 0.61% | +3,824 | New |
| Carolinas Wealth Consulting LLC | 3,842 | $733.7K | 0.14% | −5,580−59.2% | Reduced |
| SignalPoint Asset Management, LLC | 3,843 | $733.8K | 0.20% | −50−1.3% | Reduced |
| Capital Investment Counsel, Inc | 3,847 | $734.6K | 0.13% | −7,892−67.2% | Reduced |
| Virtue Capital Management, LLC | 3,984 | $735.4K | 0.13% | +1,146+40.4% | Added |
| Rinkey Investments | 3,855 | $736.2K | 0.27% | +180+4.9% | Added |
| Gilbert & Cook, Inc. | 3,867 | $738.4K | 0.10% | −25−0.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,371 | $738.6K | 0.03% | −517−13.3% | Reduced |
| PDS Planning, Inc | 3,880 | $740.9K | 0.08% | +176+4.8% | Added |
| Capital Advisors, Ltd. LLC | 3,882 | $741.0K | 0.10% | +23+0.6% | Added |
| Everett Harris & Co | 3,882 | $741.3K | 0.01% | +175+4.7% | Added |
| SMART Wealth LLC | 3,894 | $743.6K | 0.34% | +384+10.9% | Added |
| Pallas Capital Advisors LLC | 3,895 | $743.8K | 0.03% | −45−1.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,899 | $744.6K | 0.53% | −254−6.1% | Reduced |
| BluePath Capital Management, LLC | 3,900 | $744.7K | 0.58% | −731−15.8% | Reduced |
| Quent Capital, LLC | 3,906 | $746.1K | 0.09% | +276+7.6% | Added |
| LifeGuide Financial Advisors, LLC | 3,912 | $747.1K | 0.38% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,916 | $747.8K | 0.06% | −955−19.6% | Reduced |
| Wimmer Associates 1, LLC | 3,938 | $752.0K | 0.40% | −42−1.1% | Reduced |
| OneAscent Financial Services LLC | 3,955 | $755.0K | 0.08% | +199+5.3% | Added |