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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 3,965 | $757.2K | 0.07% | −29−0.7% | Reduced |
| Archer Investment Corp | 3,977 | $759.4K | 0.23% | +50+1.3% | Added |
| Oak Harbor Wealth Partners, LLC | 3,980 | $760.0K | 0.24% | +3+0.1% | Added |
| Northwest Bank & Trust Co | 4,577 | $760.6K | 0.70% | −3,365−42.4% | Reduced |
| Zions Bancorporation, N.A. | 3,991 | $762.1K | 0.06% | +319+8.7% | Added |
| LRI Investments, LLC | 3,991 | $762.1K | 0.19% | +3,991 | New |
| Missouri Trust & Investment Co | 3,995 | $762.9K | 0.29% | +400+11.1% | Added |
| ICA Group Wealth Management, LLC | 3,999 | $763.6K | 0.15% | +1,142+40.0% | Added |
| MBB Public Markets I LLC | 4,005 | $764.8K | 0.05% | +4,005 | New |
| King Wealth | 4,012 | $766.0K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Co | 4,024 | $768.4K | 0.14% | −36−0.9% | Reduced |
| Investment Partners, Ltd. | 4,032 | $770.0K | 0.35% | +5+0.1% | Added |
| Rench Wealth Management, Inc. | 4,033 | $770.1K | 0.30% | +2,017+100.0% | Added |
| Mather Group, LLC. | 4,718 | $771.6K | 0.01% | −290−5.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,045 | $772.4K | 0.09% | −80−1.9% | Reduced |
| Invictus Private Wealth, LLC | 4,053 | $774.0K | 0.07% | −116−2.8% | Reduced |
| HBW Advisory Services LLC | 4,731 | $774.0K | 0.15% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,060 | $775.2K | 0.27% | +6+0.1% | Added |
| Beach Investment Counsel Inc | 4,752 | $777.0K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,076 | $778.4K | 0.07% | +934+29.7% | Added |
| Carmichael Hill & Associates, Inc. | 4,077 | $778.5K | 0.32% | −20.0% | Reduced |
| Eisler Capital (UK) Ltd. | 4,078 | $778.7K | 0.10% | −15,690−79.4% | Reduced |
| Accredited Investors Inc. | 4,097 | $782.4K | 0.05% | −210−4.9% | Reduced |
| Geller Advisors LLC | 4,098 | $782.6K | 0.06% | −223−5.2% | Reduced |
| Stephens Consulting, LLC | 4,117 | $786.1K | 0.24% | +3+0.1% | Added |
| Port Capital LLC | 4,121 | $787.0K | 0.04% | −426−9.4% | Reduced |
| Abbrea Capital, LLC | 4,122 | $787.0K | 0.10% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 4,126 | $788.0K | 0.55% | −999−19.5% | Reduced |
| NFP Retirement, Inc. | 4,133 | $789.1K | 0.07% | +2,145+107.9% | Added |
| Pure Financial Advisors, Inc. | 4,135 | $789.6K | 0.02% | +369+9.8% | Added |
| Waddell & Associates, LLC | 4,140 | $790.6K | 0.11% | +261+6.7% | Added |
| Boston Family Office LLC | 4,142 | $791.0K | 0.06% | +1,102+36.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,683 | $791.0K | 0.33% | −434−8.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,158 | $794.1K | 0.13% | +54+1.3% | Added |
| CJM Wealth Advisers, Ltd. | 4,160 | $794.3K | 0.30% | +6+0.1% | Added |
| City Holding Co | 4,165 | $795.3K | 0.12% | +15+0.4% | Added |
| Heritage Wealth Advisors | 4,188 | $799.7K | 0.04% | −194−4.4% | Reduced |
| Stewart & Patten Co LLC | 4,191 | $800.3K | 0.12% | −220−5.0% | Reduced |
| LexAurum Advisors, LLC | 4,197 | $801.4K | 0.20% | −1,187−22.0% | Reduced |
| Cape Investment Advisory, Inc. | 4,198 | $801.5K | 0.37% | +1,994+90.5% | Added |
| Chase Investment Counsel Corp | 4,212 | $804.0K | 0.30% | +4,212 | New |
| Weatherly Asset Management L. P. | 4,217 | $805.3K | 0.08% | −455−9.7% | Reduced |
| apricus wealth, LLC | 4,220 | $805.8K | 0.57% | +240+6.0% | Added |
| Wealth Dimensions Group, Ltd. | 4,224 | $806.6K | 0.24% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 4,225 | $806.8K | 0.08% | −720−14.6% | Reduced |
| Heartland Bank & Trust Co | 4,228 | $807.4K | 0.47% | +4,228 | New |
| Cranbrook Wealth Management, LLC | 4,260 | $813.4K | 0.21% | +10.0% | Added |
| Maple Capital Management, Inc. | 4,263 | $814.1K | 0.07% | −5,911−58.1% | Reduced |
| Benjamin Edwards Inc | 4,271 | $816.0K | 0.16% | −663−13.4% | Reduced |
| Motco | 4,289 | $819.0K | 0.05% | +2,614+156.1% | Added |
| Continuum Advisory, LLC | 4,926 | $819.1K | 0.12% | −469−8.7% | Reduced |
| Penbrook Management LLC | 4,295 | $820.2K | 0.51% | −95−2.2% | Reduced |
| Paradigm Capital Management Inc | 4,300 | $821.1K | 0.04% | −100−2.3% | Reduced |
| City State Bank | 4,304 | $822.0K | 0.36% | −70−1.6% | Reduced |
| Souders Financial Advisors | 4,333 | $827.5K | 0.13% | +1,041+31.6% | Added |
| Amplius Wealth Advisors, LLC | 4,344 | $829.4K | 0.09% | +20.0% | Added |
| Legacy Capital Group California, Inc. | 4,345 | $829.7K | 0.31% | −134−3.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,480 | $833.5K | 0.46% | +370+9.0% | Added |
| Bank of New Hampshire | 4,368 | $834.1K | 0.22% | +50+1.2% | Added |
| Argent Advisors, Inc. | 4,382 | $836.8K | 0.33% | −110−2.4% | Reduced |
| Berkshire Bank | 4,388 | $837.9K | 0.21% | −543−11.0% | Reduced |
| Matrix Private Capital Group LLC | 4,393 | $838.9K | 0.57% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,412 | $842.5K | 0.16% | +2,189+98.5% | Added |
| Parkside Financial Bank & Trust | 4,416 | $843.2K | 0.14% | −92−2.0% | Reduced |
| InTrack Investment Management Inc | 4,416 | $843.3K | 0.63% | −1,426−24.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,426 | $845.2K | 0.21% | +6+0.1% | Added |
| Lake Street Advisors Group, LLC | 4,455 | $850.7K | 0.04% | +133+3.1% | Added |
| Syntegra Private Wealth Group, LLC | 4,461 | $851.9K | 0.11% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,462 | $852.0K | 0.07% | −1,970−30.6% | Reduced |
| Bridge Creek Capital Management LLC | 4,467 | $853.0K | 0.27% | −1,260−22.0% | Reduced |
| Thoroughbred Financial Services, LLC | 4,480 | $855.0K | 0.08% | −4,278−48.8% | Reduced |
| Sage Advisors, LLC | 4,480 | $855.5K | 0.76% | +23+0.5% | Added |
| Avestar Capital, LLC | 4,495 | $858.4K | 0.10% | +950+26.8% | Added |
| AlTi Global, Inc. | 4,505 | $860.3K | 0.02% | +2,310+105.2% | Added |
| Fortitude Advisory Group L.L.C. | 4,508 | $860.8K | 0.49% | +100+2.3% | Added |
| Conning Inc. | 4,513 | $861.8K | 0.03% | +877+24.1% | Added |
| Copperwynd Financial, LLC | 4,516 | $862.4K | 0.31% | −132−2.8% | Reduced |
| Everhart Financial Group, Inc. | 4,518 | $863.1K | 0.25% | +321+7.6% | Added |
| WNY Asset Management, LLC | 4,521 | $863.2K | 0.13% | −845−15.7% | Reduced |
| Ti-Trust, Inc | 4,522 | $863.5K | 0.63% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 4,523 | $863.8K | 0.46% | −124−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,527 | $864.5K | 0.18% | −1,726−27.6% | Reduced |
| Perennial Investment Advisors, LLC | 4,529 | $865.0K | 0.13% | −77−1.7% | Reduced |
| NCM Capital Management, LLC | 4,551 | $869.1K | 0.49% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 4,552 | $869.3K | 0.58% | +4,552 | New |
| Jackson, Grant Investment Advisers, Inc. | 4,554 | $869.7K | 0.36% | −464−9.2% | Reduced |
| Fiera Capital Corp | 4,565 | $871.7K | 0.00% | −205−4.3% | Reduced |
| IMZ Advisory Inc | 4,565 | $871.8K | 0.45% | +152+3.4% | Added |
| Powell Investment Advisors, LLC | 4,569 | $872.5K | 0.46% | −10−0.2% | Reduced |
| Summit Financial, LLC | 4,597 | $877.8K | 0.05% | −235−4.9% | Reduced |
| Intergy Private Wealth, LLC | 4,602 | $878.8K | 0.36% | +16+0.3% | Added |
| Boston Research & Management Inc | 4,603 | $879.0K | 0.22% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,617 | $881.6K | 0.11% | +1,166+33.8% | Added |
| Alpha Cubed Investments, LLC | 4,630 | $884.1K | 0.05% | +1,900+69.6% | Added |
| DF Dent & Co Inc | 4,631 | $884.3K | 0.01% | +17+0.4% | Added |
| St. Louis Trust Co | 4,632 | $884.5K | 0.14% | +1,132+32.3% | Added |
| Sovereign Financial Group, Inc. | 4,636 | $885.4K | 0.24% | +1,058+29.6% | Added |
| Intrua Financial, LLC | 4,637 | $885.5K | 0.14% | −42−0.9% | Reduced |
| CRA Financial Services, LLC | 4,651 | $888.2K | 0.19% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 4,653 | $888.5K | 0.76% | 00.0% | Unchanged |