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
- 2,808
- +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
- 1,094 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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 6,639 | $1.27M | 0.40% | +88+1.3% | Added |
| Northeast Investment Management | 6,648 | $1.27M | 0.06% | −545−7.6% | Reduced |
| Monetary Management Group Inc | 6,657 | $1.27M | 0.35% | −175−2.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,668 | $1.27M | 0.20% | +908+15.8% | Added |
| Laurel Wealth Advisors LLC | 6,669 | $1.27M | 0.22% | −498−6.9% | Reduced |
| Jeppson Wealth Management, LLC | 6,698 | $1.28M | 0.50% | −9−0.1% | Reduced |
| Cascade Financial Partners, LLC | 7,034 | $1.28M | 0.18% | +7,034 | New |
| LS Investment Advisors, LLC | 6,715 | $1.28M | 0.20% | −100−1.5% | Reduced |
| Albion Financial Group | 6,715 | $1.28M | 0.10% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 6,745 | $1.29M | 0.32% | −20,075−74.9% | Reduced |
| Strategic Blueprint, LLC | 6,749 | $1.29M | 0.09% | +329+5.1% | Added |
| Sunburst Financial Group, LLC | 6,823 | $1.30M | 0.37% | −134−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 6,790 | $1.30M | 0.13% | −157−2.3% | Reduced |
| Westpac Banking Corp | 6,800 | $1.30M | 0.10% | +6,800 | New |
| MJP Associates Inc | 6,839 | $1.31M | 0.28% | +300+4.6% | Added |
| Global Financial Private Client, LLC | 6,897 | $1.31M | 0.56% | +1,727+33.4% | Added |
| Country Club Bank | 6,863 | $1.31M | 0.09% | −1,050−13.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,871 | $1.31M | 0.26% | −226−3.2% | Reduced |
| Renaissance Investment Group LLC | 6,898 | $1.32M | 0.30% | +285+4.3% | Added |
| IVC Wealth Advisors LLC | 6,898 | $1.32M | 0.76% | +1,003+17.0% | Added |
| Atlas Brown,Inc. | 6,924 | $1.32M | 0.48% | −502−6.8% | Reduced |
| Marietta Investment Partners LLC | 6,926 | $1.32M | 0.29% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 6,932 | $1.32M | 0.95% | −1,124−14.0% | Reduced |
| Thrive Wealth Management, LLC | 6,940 | $1.33M | 0.27% | −371−5.1% | Reduced |
| Webster Bank, N. A. | 6,940 | $1.33M | 0.15% | −191−2.7% | Reduced |
| Twin Focus Capital Partners, LLC | 7,000 | $1.34M | 0.25% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 7,001 | $1.34M | 0.95% | +19+0.3% | Added |
| Clark Capital Management Group, Inc. | 7,011 | $1.34M | 0.01% | +3,039+76.5% | Added |
| Rossmore Private Capital | 7,015 | $1.34M | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,073 | $1.35M | 0.14% | +2,618+58.8% | Added |
| Summit Trail Advisors, LLC | 7,081 | $1.35M | 0.04% | +1,859+35.6% | Added |
| First National Bank & Trust Co of Newtown | 7,117 | $1.36M | 0.28% | +1,208+20.4% | Added |
| Nilsine Partners, LLC | 7,119 | $1.36M | 0.19% | +1,247+21.2% | Added |
| Fort Sheridan Advisors LLC | 7,133 | $1.36M | 0.26% | +267+3.9% | Added |
| Ridgewood Investments LLC | 7,156 | $1.37M | 0.72% | −1,185−14.2% | Reduced |
| Warner Financial, Inc | 7,198 | $1.38M | 0.69% | +4+0.1% | Added |
| Caldwell Trust Co | 7,221 | $1.38M | 0.16% | −8,387−53.7% | Reduced |
| Verdad Advisers, LP | 7,232 | $1.38M | 1.50% | +7,232 | New |
| Range Financial Group LLC | 7,269 | $1.39M | 0.72% | +74+1.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,272 | $1.39M | 0.54% | −1,119−13.3% | Reduced |
| Formidable Asset Management, LLC | 7,281 | $1.39M | 0.23% | +4,365+149.7% | Added |
| Northwest Bancshares, Inc. | 7,293 | $1.39M | 0.22% | −576−7.3% | Reduced |
| Delta Financial Group, Inc. | 7,307 | $1.40M | 0.41% | +74+1.0% | Added |
| Northern Financial Advisors Inc | 7,308 | $1.40M | 1.09% | −11−0.2% | Reduced |
| Grey Street Capital, LLC | 7,316 | $1.40M | 0.19% | +4,641+173.5% | Added |
| Essex Savings Bank | 8,592 | $1.41M | 0.41% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 7,395 | $1.41M | 0.07% | −15−0.2% | Reduced |
| Plancorp, LLC | 7,417 | $1.42M | 0.06% | +194+2.7% | Added |
| Mystic Asset Management, Inc. | 7,425 | $1.42M | 0.59% | +228+3.2% | Added |
| Grove Bank & Trust | 7,430 | $1.42M | 0.24% | −63−0.8% | Reduced |
| Longfellow Investment Management Co LLC | 7,439 | $1.42M | 0.32% | −4,117−35.6% | Reduced |
| Texas Yale Capital Corp. | 7,446 | $1.42M | 0.06% | 00.0% | Unchanged |
| Meridian Management Co | 7,467 | $1.43M | 0.39% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,479 | $1.43M | 0.08% | −858−10.3% | Reduced |
| Brave Asset Management Inc | 7,479 | $1.43M | 0.37% | −668−8.2% | Reduced |
| Parcion Private Wealth LLC | 7,482 | $1.43M | 0.13% | +273+3.8% | Added |
| Caption Management, LLC | 7,500 | $1.43M | 0.16% | +7,500 | New |
| Whitener Capital Management, Inc. | 7,520 | $1.44M | 0.47% | +90+1.2% | Added |
| Donald L. Hagan, LLC | 7,524 | $1.44M | 0.76% | −132−1.7% | Reduced |
| Davis R M Inc | 7,542 | $1.44M | 0.03% | +65+0.9% | Added |
| Arjuna Capital | 7,545 | $1.44M | 0.41% | +7,545 | New |
| Onyx Bridge Wealth Group LLC | 8,673 | $1.45M | 0.26% | +1,147+15.2% | Added |
| PBMares Wealth Management LLC | 7,608 | $1.45M | 0.38% | +485+6.8% | Added |
| Founders Financial Alliance, LLC | 7,628 | $1.46M | 0.44% | +431+6.0% | Added |
| SRS Capital Advisors, Inc. | 7,665 | $1.46M | 0.15% | +145+1.9% | Added |
| Athena Investment Management | 7,666 | $1.46M | 0.88% | −48−0.6% | Reduced |
| Home Federal Bank of Tennessee | 7,672 | $1.47M | 0.45% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 7,680 | $1.47M | 0.66% | +2,461+47.2% | Added |
| Advisory Alpha, LLC | 7,683 | $1.47M | 0.06% | +114+1.5% | Added |
| Cornercap Investment Counsel Inc | 7,694 | $1.47M | 0.23% | −51−0.7% | Reduced |
| Roanoke Asset Management Corp | 7,750 | $1.48M | 0.49% | +175+2.3% | Added |
| Venturi Wealth Management, LLC | 7,764 | $1.48M | 0.10% | +48+0.6% | Added |
| Exchange Bank | 7,777 | $1.49M | 1.22% | −57−0.7% | Reduced |
| Mayflower Financial Advisors, LLC | 7,804 | $1.49M | 0.25% | −30,135−79.4% | Reduced |
| Moody National Bank Trust Division | 7,807 | $1.49M | 0.12% | −87−1.1% | Reduced |
| Hexagon Capital Partners LLC | 7,810 | $1.49M | 0.33% | +569+7.9% | Added |
| Penobscot Investment Management Company, Inc. | 7,819 | $1.49M | 0.16% | +100+1.3% | Added |
| Means Investment Co., Inc. | 7,841 | $1.50M | 0.19% | −189−2.4% | Reduced |
| BSW Wealth Partners | 7,858 | $1.50M | 0.25% | +143+1.9% | Added |
| Anchor Investment Management, LLC | 7,877 | $1.50M | 0.16% | +1,466+22.9% | Added |
| Long Run Wealth Advisors, LLC | 7,878 | $1.50M | 0.40% | +10.0% | Added |
| Aaron Wealth Advisors | 7,950 | $1.52M | 0.22% | −4,258−34.9% | Reduced |
| Gitterman Wealth Management, LLC | 7,967 | $1.52M | 0.59% | −63−0.8% | Reduced |
| Financial Advisory Service, Inc. | 7,976 | $1.52M | 0.13% | +394+5.2% | Added |
| Perfromance Wealth Partners, LLC | 7,981 | $1.52M | 0.06% | +47+0.6% | Added |
| Relative Value Partners Group, LLC | 8,301 | $1.52M | 0.09% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.53M | 0.48% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,020 | $1.53M | 0.03% | −207−2.5% | Reduced |
| Access Financial Services, Inc. | 8,036 | $1.53M | 0.69% | −9−0.1% | Reduced |
| Boothe Investment Group, Inc. | 8,046 | $1.54M | 0.78% | −1,501−15.7% | Reduced |
| Chicago Capital, LLC | 8,048 | $1.54M | 0.05% | +69+0.9% | Added |
| Sierra Summit Advisors LLC | 8,075 | $1.54M | 0.42% | +57+0.7% | Added |
| CWS Financial Advisors, LLC | 8,081 | $1.54M | 0.63% | −147−1.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,094 | $1.55M | 0.53% | +990+13.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 8,104 | $1.55M | 0.73% | +1,537+23.4% | Added |
| Oder Investment Management, LLC | 8,107 | $1.55M | 1.44% | −135−1.6% | Reduced |
| Weik Capital Management | 8,150 | $1.56M | 0.66% | −165−2.0% | Reduced |
| Clarkston Capital Partners, LLC | 8,151 | $1.56M | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 8,157 | $1.56M | 0.05% | −154−1.9% | Reduced |
| Nichols & Pratt Advisers LLP | 8,162 | $1.56M | 0.10% | +40.0% | Added |