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 |
|---|---|---|---|---|---|
| Parthenon LLC | 9,842 | $1.88M | 0.24% | −4,000−28.9% | Reduced |
| Mendel Capital Management LLC | 9,850 | $1.88M | 1.25% | +16+0.2% | Added |
| Atlantic Trust, LLC | 9,850 | $1.88M | 0.49% | +178+1.8% | Added |
| Emfo, LLC | 9,867 | $1.88M | 1.72% | +10+0.1% | Added |
| Archford Capital Strategies, LLC | 9,897 | $1.89M | 0.32% | −535−5.1% | Reduced |
| Dudley Capital Management, LLC | 9,964 | $1.89M | 1.10% | +30.0% | Added |
| FineMark National Bank & Trust | 9,931 | $1.90M | 0.07% | −147−1.5% | Reduced |
| Twelve Points Wealth Management LLC | 9,946 | $1.90M | 0.70% | +290+3.0% | Added |
| Hartford Financial Management Inc. | 9,957 | $1.90M | 0.40% | −18−0.2% | Reduced |
| Zullo Investment Group, Inc. | 9,969 | $1.90M | 0.89% | +34+0.3% | Added |
| Peddock Capital Advisors, LLC | 9,982 | $1.91M | 0.50% | +603+6.4% | Added |
| Kingswood Wealth Advisors, LLC | 9,992 | $1.91M | 0.22% | −3,227−24.4% | Reduced |
| Westport Asset Management Inc | 10,000 | $1.91M | 0.95% | 00.0% | Unchanged |
| OV Management LLC | 10,000 | $1.91M | 1.38% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10,046 | $1.92M | 0.15% | −466−4.4% | Reduced |
| Rehmann Capital Advisory Group | 10,077 | $1.92M | 0.14% | +426+4.4% | Added |
| Arvest Investments, Inc. | 10,089 | $1.93M | 0.31% | +10,089 | New |
| SlateStone Wealth, LLC | 10,096 | $1.93M | 0.19% | +4,581+83.1% | Added |
| Good Life Advisors, LLC | 10,113 | $1.93M | 0.17% | −142−1.4% | Reduced |
| Osterweis Capital Management Inc | 10,130 | $1.93M | 0.11% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 10,155 | $1.94M | 0.06% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 10,247 | $1.95M | 1.17% | +24+0.2% | Added |
| Flagship Harbor Advisors, LLC | 10,201 | $1.95M | 0.13% | +595+6.2% | Added |
| Sutton Place Investors LLC | 10,210 | $1.95M | 0.96% | +3,269+47.1% | Added |
| Gen-Wealth Partners Inc | 10,213 | $1.95M | 0.97% | +10,213 | New |
| Ameritas Advisory Services, LLC | 11,119 | $1.95M | 0.08% | −156−1.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,224 | $1.95M | 0.18% | +50+0.5% | Added |
| First City Capital Management, Inc. | 10,262 | $1.96M | 1.09% | +151+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 10,284 | $1.96M | 0.95% | −454−4.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,300 | $1.97M | 0.07% | +10,300 | New |
| Westhampton Capital, LLC | 10,346 | $1.98M | 1.08% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 10,350 | $1.98M | 0.63% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 10,356 | $1.98M | 0.70% | −50−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 10,383 | $1.98M | 0.26% | −607−5.5% | Reduced |
| Centennial Wealth Advisory LLC | 10,389 | $1.98M | 0.92% | −13−0.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 10,414 | $1.99M | 0.53% | −115−1.1% | Reduced |
| South Dakota Investment Council | 10,414 | $1.99M | 0.04% | −1,000−8.8% | Reduced |
| Ironwood Financial, llc | 10,420 | $1.99M | 0.46% | +40+0.4% | Added |
| Altman Advisors, Inc. | 10,485 | $1.99M | 0.97% | +187+1.8% | Added |
| Provenance Wealth Advisors, LLC | 10,437 | $1.99M | 0.28% | +295+2.9% | Added |
| Meridian Investment Counsel Inc. | 10,438 | $1.99M | 0.66% | −75−0.7% | Reduced |
| New England Research & Management, Inc. | 10,440 | $1.99M | 0.98% | +2,321+28.6% | Added |
| Trust Asset Management LLC | 10,452 | $2.00M | 0.17% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,465 | $2.00M | 0.07% | +756+7.8% | Added |
| Silverberg Bernstein Capital Management LLC | 10,470 | $2.00M | 1.96% | 00.0% | Unchanged |
| Bailard, Inc. | 10,470 | $2.00M | 0.06% | +5,323+103.4% | Added |
| Key Client Fiduciary Advisors, LLC | 10,498 | $2.00M | 1.06% | +269+2.6% | Added |
| First Trust Investment Solutions L.P. | 10,513 | $2.01M | 0.35% | +190+1.8% | Added |
| Hunter Associates Investment Management LLC | 10,551 | $2.01M | 0.34% | +285+2.8% | Added |
| Duff & Phelps Investment Management Co | 10,539 | $2.01M | 0.02% | +449+4.4% | Added |
| Ausdal Financial Partners, Inc. | 10,540 | $2.01M | 0.23% | −540−4.9% | Reduced |
| Smith Anglin Financial, LLC | 10,589 | $2.02M | 0.21% | +212+2.0% | Added |
| Tower Bridge Advisors | 10,591 | $2.02M | 0.21% | −896−7.8% | Reduced |
| Two Sigma Investments, LP | 10,600 | $2.02M | 0.00% | −113,003−91.4% | Reduced |
| Schulhoff & Co Inc | 10,619 | $2.03M | 0.89% | +95+0.9% | Added |
| Compass Ion Advisors, LLC | 10,626 | $2.03M | 0.29% | −102−1.0% | Reduced |
| Ledyard National Bank | 10,630 | $2.03M | 0.20% | −14−0.1% | Reduced |
| Founders Financial Securities LLC | 10,660 | $2.04M | 0.21% | −841−7.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 11,915 | $2.04M | 1.10% | +11,915 | New |
| Quest Investment Management LLC | 10,684 | $2.04M | 0.23% | 00.0% | Unchanged |
| Allianz SE | 10,689 | $2.04M | 0.06% | +10,689 | New |
| Independent Solutions Wealth Management, LLC | 10,697 | $2.04M | 0.48% | −336−3.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,700 | $2.04M | 1.52% | +200+1.9% | Added |
| Trust Investment Advisors | 10,705 | $2.04M | 1.48% | −1,258−10.5% | Reduced |
| L2 Asset Management, LLC | 10,705 | $2.04M | 0.67% | +1,666+18.4% | Added |
| Kessler Investment Group, LLC | 10,712 | $2.05M | 1.27% | +2,548+31.2% | Added |
| Birchbrook, Inc. | 10,714 | $2.05M | 1.22% | −1,611−13.1% | Reduced |
| Woodward Diversified Capital, LLC | 10,726 | $2.05M | 1.28% | +56+0.5% | Added |
| Cito Capital Group, LLC | 10,747 | $2.05M | 0.84% | +208+2.0% | Added |
| Midland Wealth Advisors LLC | 10,773 | $2.06M | 0.13% | +2,459+29.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,796 | $2.06M | 0.82% | +12+0.1% | Added |
| TCM Advisors, LLC | – | $2.06M | 1.62% | – | – |
| Geneos Wealth Management Inc. | 10,845 | $2.07M | 0.09% | +58+0.5% | Added |
| Marco Investment Management LLC | 10,861 | $2.07M | 0.20% | +1,172+12.1% | Added |
| First National Bank of Omaha | 8,370 | $2.08M | 0.14% | −1,438−14.7% | Reduced |
| Donaldson Capital Management, LLC | 10,912 | $2.08M | 0.09% | −36−0.3% | Reduced |
| Evergreen Capital Management LLC | 10,919 | $2.09M | 0.08% | −716−6.2% | Reduced |
| Transatlantique Private Wealth LLC | 11,060 | $2.09M | 0.91% | −425−3.7% | Reduced |
| Roble, Belko & Company, Inc | 10,959 | $2.09M | 0.36% | +10,705+4,214.6% | Added |
| Pinnacle Holdings, LLC | 10,967 | $2.09M | 0.84% | −785−6.7% | Reduced |
| InterOcean Capital Group, LLC | 10,996 | $2.10M | 0.05% | −6,511−37.2% | Reduced |
| Hedges Asset Management LLC | 11,000 | $2.10M | 1.47% | −100−0.9% | Reduced |
| Raleigh Capital Management Inc. | 11,001 | $2.10M | 0.91% | +300+2.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,028 | $2.11M | 1.26% | −8,980−44.9% | Reduced |
| Signet Financial Management, LLC | 11,076 | $2.12M | 0.29% | +9,840+796.1% | Added |
| Nicholas Hoffman & Company, LLC. | 11,087 | $2.12M | 0.11% | −1,070−8.8% | Reduced |
| Zurich Insurance Group Ltd | 11,100 | $2.12M | 0.02% | +11,100 | New |
| Allegheny Financial Group LTD | 11,112 | $2.12M | 0.65% | −934−7.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,113 | $2.12M | 0.25% | +5,059+83.6% | Added |
| Dorsey & Whitney Trust CO LLC | 11,137 | $2.13M | 0.15% | +127+1.2% | Added |
| Gratus Capital LLC | 11,142 | $2.13M | 0.10% | +3,795+51.7% | Added |
| Meeder Advisory Services, Inc. | 11,215 | $2.14M | 0.22% | +870+8.4% | Added |
| Qtron Investments LLC | 11,274 | $2.15M | 0.31% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 11,274 | $2.15M | 0.13% | +3,625+47.4% | Added |
| Marks Group Wealth Management, Inc | 11,289 | $2.16M | 0.23% | +2,432+27.5% | Added |
| Focused Wealth Management, Inc | 11,305 | $2.16M | 0.34% | +88+0.8% | Added |
| Milestone Asset Management, LLC | 11,314 | $2.16M | 0.62% | +11,314 | New |
| LVM Capital Management Ltd | 11,329 | $2.16M | 0.26% | +135+1.2% | Added |
| Clark Financial Services Group Inc | 11,354 | $2.17M | 2.61% | +574+5.3% | Added |
| Core Wealth Advisors, Inc. | 11,434 | $2.18M | 0.74% | +11,434 | New |