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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 4,659 | $889.6K | 0.12% | +195+4.4% | Added |
| Wealth Management Associates, Inc. | 5,152 | $891.0K | 0.42% | −1,240−19.4% | Reduced |
| Sage Mountain Advisors LLC | 4,676 | $893.0K | 0.09% | +1,520+48.2% | Added |
| Vaughan & Co Securities, Inc. | 4,681 | $893.9K | 0.57% | −598−11.3% | Reduced |
| Manchester Financial Inc | 4,686 | $894.8K | 0.23% | +103+2.2% | Added |
| Impact Partnership Wealth, LLC | 4,701 | $897.8K | 0.36% | −897−16.0% | Reduced |
| Crewe Advisors LLC | 4,702 | $897.9K | 0.10% | +4,702 | New |
| Liberty Wealth Management LLC | 4,702 | $898.0K | 0.18% | +71+1.5% | Added |
| Sugarloaf Wealth Management, LLC | 4,717 | $900.8K | 0.19% | −137−2.8% | Reduced |
| Blossom Wealth Management | 4,721 | $901.5K | 2.17% | +30+0.6% | Added |
| Evergreen Wealth Solutions, LLC | 4,762 | $909.3K | 0.67% | −360−7.0% | Reduced |
| Broderick Brian C | 4,762 | $909.4K | 0.19% | +2,600+120.3% | Added |
| Morningstar Investment Services LLC | 4,771 | $910.0K | 0.01% | −2,666−35.8% | Reduced |
| Coombe, Bender & Co LLC | 4,799 | $916.6K | 0.56% | −237−4.7% | Reduced |
| Hoxton Planning & Management, LLC | 4,804 | $917.3K | 0.44% | +75+1.6% | Added |
| Grant/GrossMendelsohn, LLC | 4,852 | $919.2K | 0.43% | +167+3.6% | Added |
| TrueWealth Advisors, LLC | 4,831 | $922.5K | 0.36% | −30−0.6% | Reduced |
| Strategic Financial Services, Inc, | 4,852 | $926.5K | 0.06% | −140−2.8% | Reduced |
| Accurate Wealth Management, LLC | 5,106 | $927.1K | 0.27% | −188−3.6% | Reduced |
| TCG Advisory Services, LLC | 4,876 | $931.2K | 0.05% | +1,043+27.2% | Added |
| First Western Trust Bank | 4,881 | $932.1K | 0.04% | −705−12.6% | Reduced |
| Stablepoint Partners, LLC | 4,884 | $932.6K | 0.19% | +493+11.2% | Added |
| Washington Capital Management Inc | 4,885 | $932.8K | 0.76% | −155−3.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,900 | $935.6K | 0.15% | −210−4.1% | Reduced |
| Eqis Capital Management, Inc. | 4,901 | $935.8K | 0.08% | −826−14.4% | Reduced |
| Castle Rock Wealth Management, LLC | 5,710 | $938.2K | 0.26% | +89+1.6% | Added |
| EPG Wealth Management LLC | 4,917 | $938.9K | 0.23% | +10+0.2% | Added |
| SFMG, LLC | 4,924 | $940.3K | 0.08% | +39+0.8% | Added |
| Fairview Capital Investment Management, LLC | 4,928 | $941.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,931 | $941.6K | 0.14% | −258−5.0% | Reduced |
| S. R. Schill & Associates | 4,931 | $941.6K | 0.41% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,937 | $942.7K | 0.14% | +4+0.1% | Added |
| Addison Advisors LLC | 4,937 | $942.8K | 0.32% | +27+0.5% | Added |
| Roman Butler Fullerton & Co | 5,206 | $947.0K | 0.35% | −105−2.0% | Reduced |
| Skopos Labs, Inc. | 4,997 | $948.6K | 0.41% | −100−2.0% | Reduced |
| Prentice Wealth Management LLC | 4,993 | $953.5K | 0.33% | 00.0% | Unchanged |
| Campbell Wealth Management | 4,994 | $954.0K | 0.09% | +3,296+194.1% | Added |
| Capital Management Associates | 5,000 | $954.8K | 1.14% | +500+11.1% | Added |
| United Community Bank | 5,002 | $955.2K | 0.37% | −142−2.8% | Reduced |
| Trust Co of the South | 5,004 | $955.6K | 0.22% | −32−0.6% | Reduced |
| Tobam | 5,009 | $957.0K | 0.09% | −179−3.5% | Reduced |
| Apexium Financial, LP | 5,017 | $958.1K | 0.07% | −19,260−79.3% | Reduced |
| Oxbow Advisors, LLC | 5,019 | $958.4K | 0.13% | −73−1.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,033 | $961.1K | 0.33% | −641−11.3% | Reduced |
| Claro Advisors LLC | 5,049 | $964.1K | 0.17% | +307+6.5% | Added |
| Highlander Capital Management, LLC | 5,050 | $964.3K | 0.33% | −60−1.2% | Reduced |
| Heritage Financial Services, LLC | 5,050 | $964.3K | 0.14% | +108+2.2% | Added |
| Capstone Financial Advisors, Inc. | 5,061 | $966.4K | 0.06% | +120+2.4% | Added |
| BCJ Capital Management, LLC | 5,088 | $971.6K | 0.08% | −4,116−44.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 5,107 | $975.2K | 0.62% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,153 | $983.9K | 0.15% | +20.0% | Added |
| GM Advisory Group, Inc. | 5,159 | $985.1K | 0.07% | −46−0.9% | Reduced |
| Premier Path Wealth Partners, LLC | 5,160 | $985.4K | 0.19% | +3+0.1% | Added |
| Talbot Financial, LLC | 5,165 | $986.3K | 0.13% | +5,165 | New |
| Benin Management CORP | 5,166 | $986.5K | 0.31% | +99+2.0% | Added |
| Pitcairn Co | 5,180 | $989.2K | 0.06% | +444+9.4% | Added |
| Keudell/Morrison Wealth Management | 5,181 | $989.3K | 0.30% | −100−1.9% | Reduced |
| Northeast Financial Consultants Inc | 5,192 | $991.5K | 0.05% | +1,178+29.3% | Added |
| Joseph P. Lucia & Associates, LLC | 5,196 | $992.2K | 0.53% | −342−6.2% | Reduced |
| Financial Engines Advisors L.L.C. | 5,202 | $993.4K | 0.00% | +1,861+55.7% | Added |
| Congress Park Capital LLC | 5,223 | $997.4K | 0.44% | +1,360+35.2% | Added |
| Western Wealth Management, LLC | 5,227 | $998.2K | 0.08% | −2,879−35.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,235 | $999.8K | 0.06% | −26,909−83.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,235 | $999.8K | 0.16% | −713−12.0% | Reduced |
| Oak Asset Management, LLC | 5,249 | $1.00M | 0.37% | +3+0.1% | Added |
| Ransom Advisory, Ltd | 5,265 | $1.01M | 0.54% | +5,265 | New |
| Plante Moran Financial Advisors, LLC | 5,293 | $1.01M | 0.11% | +600+12.8% | Added |
| Obsidian Personal Planning Solutions LLC | 6,083 | $1.01M | 0.66% | −179−2.9% | Reduced |
| Atwood & Palmer Inc | 5,299 | $1.01M | 0.08% | +164+3.2% | Added |
| Sentry Investment Management LLC | 5,297 | $1.01M | 0.39% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 5,334 | $1.02M | 0.55% | −2,030−27.6% | Reduced |
| Koshinski Asset Management, Inc. | 5,337 | $1.02M | 0.10% | −1,199−18.3% | Reduced |
| Delta Investment Management, LLC | 5,346 | $1.02M | 0.23% | +156+3.0% | Added |
| Armstrong, Fleming & Moore, Inc | 5,355 | $1.02M | 0.71% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,357 | $1.02M | 0.53% | −84−1.5% | Reduced |
| Monte Financial Group, LLC | 5,374 | $1.03M | 0.45% | −76−1.4% | Reduced |
| Kades & Cheifetz LLC | 5,379 | $1.03M | 0.66% | −19−0.4% | Reduced |
| MBA Advisors LLC | 5,389 | $1.03M | 0.53% | +191+3.7% | Added |
| KLCM Advisors, Inc. | 5,392 | $1.03M | 0.13% | −1,174−17.9% | Reduced |
| SOL Capital Management CO | 5,399 | $1.03M | 0.13% | −22−0.4% | Reduced |
| Operose Advisors LLC | 5,409 | $1.03M | 0.35% | +100+1.9% | Added |
| Grandview Asset Management LLC | 5,419 | $1.03M | 0.47% | −105−1.9% | Reduced |
| LBMC Investment Advisors, LLC | 5,420 | $1.04M | 0.09% | +12+0.2% | Added |
| Clarius Group, LLC | 5,430 | $1.04M | 0.07% | −1,179−17.8% | Reduced |
| Boltwood Capital Management | 5,430 | $1.04M | 0.32% | −105−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,435 | $1.04M | 0.04% | −2,353−30.2% | Reduced |
| VisionPoint Advisory Group, LLC | 5,443 | $1.04M | 0.37% | −247−4.3% | Reduced |
| Bellecapital International Ltd. | 5,452 | $1.04M | 0.23% | −890−14.0% | Reduced |
| Winthrop Advisory Group LLC | 5,454 | $1.04M | 0.15% | −195−3.5% | Reduced |
| Private Portfolio Partners LLC | 5,465 | $1.04M | 0.22% | +23+0.4% | Added |
| Mill Capital Management, LLC | 5,465 | $1.04M | 0.09% | 00.0% | Unchanged |
| Headinvest, LLC | 5,475 | $1.05M | 0.20% | +856+18.5% | Added |
| Navellier & Associates Inc | 5,491 | $1.05M | 0.13% | −123−2.2% | Reduced |
| Register Financial Advisors LLC | 5,501 | $1.05M | 0.55% | +610+12.5% | Added |
| Mount Vernon Associates Inc | 5,505 | $1.05M | 0.89% | 00.0% | Unchanged |
| Summit Financial Group Inc | 5,504 | $1.05M | 0.37% | −232−4.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,506 | $1.05M | 0.24% | −706−11.4% | Reduced |
| Bath Savings Trust Co | 5,518 | $1.05M | 0.11% | +373+7.2% | Added |
| Insight Advisors, LLC | 5,520 | $1.05M | 0.20% | +36+0.7% | Added |
| 1620 Investment Advisors, Inc. | 5,526 | $1.06M | 1.08% | −899−14.0% | Reduced |