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 |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 6,486 | $1.06M | 0.43% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 5,559 | $1.06M | 0.26% | −380−6.4% | Reduced |
| Delta Asset Management LLC | 5,571 | $1.06M | 0.09% | −418−7.0% | Reduced |
| Financial Advocates Investment Management | 5,577 | $1.07M | 0.06% | +583+11.7% | Added |
| Veracity Capital LLC | 5,586 | $1.07M | 0.41% | −1,976−26.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,597 | $1.07M | 0.11% | −40−0.7% | Reduced |
| My Legacy Advisors, LLC | 5,600 | $1.07M | 0.36% | −15−0.3% | Reduced |
| PFG Advisors | 5,629 | $1.07M | 0.08% | +422+8.1% | Added |
| Arrow Financial Corp | 5,632 | $1.08M | 0.11% | +6+0.1% | Added |
| Harbour Investments, Inc. | 5,641 | $1.08M | 0.04% | +386+7.3% | Added |
| Verition Fund Management LLC | 5,647 | $1.08M | 0.01% | −2,862−33.6% | Reduced |
| Hancock Whitney Corp | 5,650 | $1.08M | 0.04% | −127−2.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,661 | $1.08M | 0.15% | −150−2.6% | Reduced |
| Wealth Alliance | 5,700 | $1.09M | 0.14% | −46−0.8% | Reduced |
| Cross Staff Investments Inc | 5,704 | $1.09M | 0.92% | −63−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 5,712 | $1.09M | 0.25% | +117+2.1% | Added |
| Inceptionr LLC | 5,713 | $1.09M | 0.28% | +2,298+67.3% | Added |
| Hoylecohen, LLC | 5,715 | $1.09M | 0.08% | −82−1.4% | Reduced |
| Meridian Wealth Advisors, LLC | 5,739 | $1.10M | 0.21% | −13−0.2% | Reduced |
| Heartwood Wealth Advisors LLC | 5,743 | $1.10M | 0.14% | −244−4.1% | Reduced |
| Cowa, LLC | 5,779 | $1.10M | 0.65% | +20.0% | Added |
| Roffman Miller Associates Inc | 5,779 | $1.10M | 0.07% | −317−5.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,797 | $1.11M | 0.26% | +950+19.6% | Added |
| Focus Financial Network, Inc. | 6,115 | $1.11M | 0.05% | +6,115 | New |
| Smallwood Wealth Investment Management, LLC | 5,831 | $1.11M | 0.86% | +50+0.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,837 | $1.11M | 0.40% | −10−0.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,002 | $1.12M | 0.61% | +1,303+27.7% | Added |
| Norden Group LLC | 5,880 | $1.12M | 0.23% | +824+16.3% | Added |
| Nomura Holdings Inc | 5,889 | $1.12M | 0.01% | −5,870−49.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,895 | $1.13M | 0.04% | −2,147−26.7% | Reduced |
| Paragon Private Wealth Management, LLC | 5,912 | $1.13M | 0.67% | +427+7.8% | Added |
| Coastwise Capital Group, LLC | 5,960 | $1.14M | 1.06% | −2,818−32.1% | Reduced |
| AdvisorNet Financial, Inc | 5,997 | $1.15M | 0.11% | +1,309+27.9% | Added |
| Heritage Trust Co | 6,001 | $1.15M | 0.15% | −79−1.3% | Reduced |
| Schechter Investment Advisors, LLC | 6,009 | $1.15M | 0.09% | +436+7.8% | Added |
| Summit Asset Management, LLC | 6,019 | $1.15M | 0.25% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 6,191 | $1.15M | 0.64% | −16−0.3% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $1.15M | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,060 | $1.16M | 0.01% | −612−9.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,062 | $1.16M | 0.12% | +6,062 | New |
| Tranquility Partners, LLC | 6,075 | $1.16M | 0.45% | +4,326+247.3% | Added |
| Coco Enterprises, LLC | 6,097 | $1.16M | 0.79% | +40+0.7% | Added |
| Abn Amro Investment Solutions | 6,113 | $1.17M | 0.02% | −1,807−22.8% | Reduced |
| Cahill Financial Advisors Inc | 6,114 | $1.17M | 0.16% | −1,219−16.6% | Reduced |
| Trustco Bank Corp N Y | 6,154 | $1.18M | 1.22% | −140−2.2% | Reduced |
| North Star Asset Management Inc | 6,155 | $1.18M | 0.06% | +268+4.6% | Added |
| Biltmore Family Office, LLC | 6,183 | $1.18M | 0.23% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 6,189 | $1.18M | 0.19% | +453+7.9% | Added |
| Cobblestone Capital Advisors LLC | 6,191 | $1.18M | 0.07% | −40−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,199 | $1.18M | 0.04% | +1,127+22.2% | Added |
| Harbor Investment Advisory, LLC | 6,206 | $1.19M | 0.12% | +293+5.0% | Added |
| Teamwork Financial Advisors, LLC | 6,207 | $1.19M | 0.18% | +32+0.5% | Added |
| Legacy Financial Advisors, Inc. | 6,216 | $1.19M | 0.21% | +65+1.1% | Added |
| Mirador Capital Partners LP | 6,220 | $1.19M | 0.23% | +891+16.7% | Added |
| Burt Wealth Advisors | 6,225 | $1.19M | 0.30% | +226+3.8% | Added |
| Equitable Trust Co | 6,230 | $1.19M | 0.08% | −517−7.7% | Reduced |
| Capital Asset Advisory Services LLC | 6,301 | $1.19M | 0.07% | −435−6.5% | Reduced |
| First County Bank | 6,248 | $1.19M | 0.58% | −144−2.3% | Reduced |
| Selective Wealth Management, Inc. | 6,420 | $1.19M | 0.52% | −200−3.0% | Reduced |
| ROI Financial Advisors, LLC | 6,263 | $1.20M | 0.94% | +38+0.6% | Added |
| BNP Paribas | 6,381 | $1.20M | 0.06% | +6,381 | New |
| Blue Edge Capital, LLC | 6,269 | $1.20M | 0.20% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,270 | $1.20M | 0.09% | +523+9.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,278 | $1.20M | 0.70% | −196−3.0% | Reduced |
| Peoples Financial Services Corp. | 6,299 | $1.20M | 0.52% | +93+1.5% | Added |
| Pinnacle West Asset Management, Inc. | 6,310 | $1.21M | 0.96% | −25−0.4% | Reduced |
| Aspiriant, LLC | 6,312 | $1.21M | 0.05% | −15−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 6,316 | $1.21M | 0.23% | +1,105+21.2% | Added |
| Quadrant Capital Group LLC | 6,353 | $1.21M | 0.10% | +260+4.3% | Added |
| World Equity Group, Inc. | 6,388 | $1.22M | 0.25% | −184−2.8% | Reduced |
| Dividend Assets Capital, LLC | 6,389 | $1.22M | 0.26% | −210−3.2% | Reduced |
| Manchester Capital Management LLC | 6,395 | $1.22M | 0.15% | −171−2.6% | Reduced |
| Stamos Capital Partners, L.P. | 6,400 | $1.22M | 0.28% | −1,280−16.7% | Reduced |
| M. Kraus & Co | 6,402 | $1.22M | 0.37% | +15+0.2% | Added |
| JBR Co Financial Management Inc | 6,404 | $1.22M | 0.98% | −420−6.2% | Reduced |
| Boston Financial Mangement LLC | 6,419 | $1.23M | 0.04% | +14+0.2% | Added |
| GeoWealth Management, LLC | 6,420 | $1.23M | 0.05% | +2,229+53.2% | Added |
| Lloyd Advisory Services, LLC. | 6,420 | $1.23M | 0.26% | +4,772+289.6% | Added |
| Core Wealth Partners LLC | 6,428 | $1.23M | 0.93% | −383−5.6% | Reduced |
| TRUE Private Wealth Advisors | 6,447 | $1.23M | 0.14% | +765+13.5% | Added |
| Broadwater Capital Management LLC | 6,455 | $1.23M | 0.95% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,510 | $1.24M | 0.03% | −1,820−19.5% | Reduced |
| Ontario Teachers Pension Plan Board | 6,478 | $1.24M | 0.01% | −6,404−49.7% | Reduced |
| Invst, LLC | 6,518 | $1.24M | 0.15% | −30.0% | Reduced |
| CX Institutional | 6,512 | $1.24M | 0.06% | −41,624−86.5% | Reduced |
| Citizens National Bank Trust Department | 6,520 | $1.25M | 0.29% | −35−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,524 | $1.25M | 0.23% | −1,423−17.9% | Reduced |
| Cascade Investment Group, Inc. | 6,541 | $1.25M | 0.93% | +93+1.4% | Added |
| Oak Associates, Ltd | 6,542 | $1.25M | 0.09% | −47−0.7% | Reduced |
| Ironwood Investment Management LLC | 6,560 | $1.25M | 0.61% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 6,564 | $1.25M | 0.72% | −62−0.9% | Reduced |
| Papp L Roy & Associates | 6,570 | $1.25M | 0.15% | −554−7.8% | Reduced |
| Patten & Patten Inc | 6,572 | $1.25M | 0.09% | +468+7.7% | Added |
| Foresight Global Investors, Inc. | 6,575 | $1.26M | 0.62% | +6,575 | New |
| TrinityPoint Wealth, LLC | 6,578 | $1.26M | 0.21% | +2,669+68.3% | Added |
| Massmutual Trust Co FSB | 6,580 | $1.26M | 0.04% | +109+1.7% | Added |
| Fairfield, Bush & Co. | 6,582 | $1.26M | 0.75% | +426+6.9% | Added |
| GAMMA Investing LLC | 6,582 | $1.26M | 0.26% | +799+13.8% | Added |
| Harvest Fund Management Co., Ltd | 6,596 | $1.26M | 0.11% | +6,309+2,198.3% | Added |
| TBH Global Asset Management, LLC | 6,605 | $1.26M | 0.25% | +443+7.2% | Added |