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 |
|---|---|---|---|---|---|
| Keystone Financial Planning, Inc. | 11,458 | $2.19M | 0.71% | −38,905−77.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,054 | $2.19M | 0.02% | −29−0.2% | Reduced |
| International Assets Investment Management, LLC | 11,559 | $2.19M | 0.23% | −4,665−28.8% | Reduced |
| MONECO Advisors, LLC | 11,501 | $2.20M | 0.35% | +3,505+43.8% | Added |
| S.E.E.D. Planning Group LLC | 11,520 | $2.20M | 0.80% | +6,127+113.6% | Added |
| Trust Point Inc. | 11,535 | $2.20M | 0.17% | −2,629−18.6% | Reduced |
| St Germain D J Co Inc | 11,541 | $2.20M | 0.11% | −488−4.1% | Reduced |
| Cary Street Partners Asset Management LLC | 11,553 | $2.21M | 0.34% | −1,051−8.3% | Reduced |
| StoneX Group Inc. | 11,557 | $2.21M | 0.20% | +690+6.3% | Added |
| Hartline Investment Corp | 11,571 | $2.21M | 0.39% | −40,918−78.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,571 | $2.21M | 0.39% | +149+1.3% | Added |
| Ceera Investments, LLC | 11,573 | $2.21M | 0.97% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,533 | $2.21M | 0.21% | −226−1.9% | Reduced |
| Aries Wealth Management | 11,637 | $2.22M | 0.72% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 11,649 | $2.22M | 0.62% | −150−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 11,652 | $2.23M | 0.36% | −8,194−41.3% | Reduced |
| Sage Investment Advisers LLC | 11,652 | $2.23M | 2.55% | −300−2.5% | Reduced |
| Choate Investment Advisors | 11,680 | $2.23M | 0.06% | +536+4.8% | Added |
| Haverford Trust Co | 11,766 | $2.25M | 0.02% | +1,155+10.9% | Added |
| Peloton Wealth Strategists | 11,765 | $2.25M | 0.91% | −325−2.7% | Reduced |
| Exencial Wealth Advisors, LLC | 11,779 | $2.25M | 0.08% | −1,740−12.9% | Reduced |
| JFS Wealth Advisors, LLC | 11,797 | $2.25M | 0.18% | −471−3.8% | Reduced |
| Lantz Financial LLC | 11,828 | $2.26M | 0.73% | +311+2.7% | Added |
| Zuckerman Investment Group, LLC | 11,860 | $2.26M | 0.26% | +3,022+34.2% | Added |
| Little House Capital LLC | 11,893 | $2.27M | 0.75% | −929−7.2% | Reduced |
| Gifford Fong Associates | 11,900 | $2.27M | 0.63% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 12,051 | $2.28M | 1.94% | −9,057−42.9% | Reduced |
| Pensionfund Sabic | 12,000 | $2.29M | 0.68% | −2,500−17.2% | Reduced |
| O'Rourke & Company, Inc | 12,008 | $2.29M | 1.33% | +21+0.2% | Added |
| Congress Wealth Management LLC | 12,124 | $2.32M | 0.04% | −5,935−32.9% | Reduced |
| Slagle Financial, LLC | 12,137 | $2.32M | 1.26% | −12,813−51.4% | Reduced |
| Impax Asset Management Group plc | 12,176 | $2.33M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 12,209 | $2.33M | 0.07% | −1,219−9.1% | Reduced |
| Garner Asset Management Corp | 12,297 | $2.35M | 1.20% | −397−3.1% | Reduced |
| Culbertson A N & Co Inc | 12,305 | $2.35M | 0.41% | −216−1.7% | Reduced |
| Csenge Advisory Group | 12,331 | $2.35M | 0.13% | +423+3.6% | Added |
| Cypress Capital, LLC | 12,350 | $2.36M | 0.64% | −2,816−18.6% | Reduced |
| Portside Wealth Group, LLC | 12,403 | $2.37M | 0.44% | −3,226−20.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,451 | $2.38M | 0.26% | +383+3.2% | Added |
| Security National Bank of Sioux City Iowa | 12,460 | $2.38M | 1.68% | −598−4.6% | Reduced |
| Intrust Bank NA | 12,478 | $2.38M | 0.26% | −47−0.4% | Reduced |
| Aull & Monroe Investment Management Corp | 12,480 | $2.38M | 1.09% | 00.0% | Unchanged |
| Private Trust Co NA | 12,554 | $2.40M | 0.26% | +502+4.2% | Added |
| Hudock, Inc. | 12,553 | $2.40M | 0.53% | −310−2.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,566 | $2.40M | 0.08% | +646+5.4% | Added |
| Ronald Blue Trust, Inc. | 12,572 | $2.40M | 0.03% | −1,615−11.4% | Reduced |
| Optimist Retirement Group LLC | 12,574 | $2.40M | 1.23% | −1,060−7.8% | Reduced |
| Private Capital Management, LLC | 12,577 | $2.40M | 0.27% | −214−1.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,606 | $2.41M | 0.67% | −368−2.8% | Reduced |
| Forza Wealth Management, LLC | 12,665 | $2.42M | 1.26% | −50−0.4% | Reduced |
| Leavell Investment Management, Inc. | 12,688 | $2.42M | 0.14% | +226+1.8% | Added |
| Valeo Financial Advisors, LLC | 13,165 | $2.42M | 0.09% | −1,475−10.1% | Reduced |
| Essex LLC | 12,698 | $2.42M | 0.56% | −185−1.4% | Reduced |
| Brown Miller Wealth Management, LLC | 12,756 | $2.44M | 1.07% | +475+3.9% | Added |
| CIC Wealth, LLC | 12,777 | $2.44M | 0.71% | +1,539+13.7% | Added |
| Vise Technologies, Inc. | 12,788 | $2.44M | 0.48% | −1,157−8.3% | Reduced |
| KKM Financial LLC | 12,845 | $2.45M | 1.20% | +711+5.9% | Added |
| Griffin Asset Management, Inc. | 12,869 | $2.46M | 0.29% | +1,654+14.7% | Added |
| Citizens Financial Group Inc | 12,901 | $2.46M | 0.08% | −4,248−24.8% | Reduced |
| Hilltop Wealth Advisors, LLC | 12,913 | $2.47M | 1.26% | +12,913 | New |
| Chicago Partners Investment Group LLC | 13,565 | $2.47M | 0.11% | +6,037+80.2% | Added |
| Chilton Capital Management LLC | 12,959 | $2.47M | 0.12% | −478−3.6% | Reduced |
| TFC Financial Management | 13,041 | $2.49M | 0.44% | −33−0.3% | Reduced |
| Vaughan David Investments LLC | 13,064 | $2.50M | 0.06% | −485−3.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,403 | $2.50M | 0.01% | +4,533+51.1% | Added |
| Washington Trust Co | 13,098 | $2.50M | 0.09% | +397+3.1% | Added |
| Imprint Wealth LLC | 13,190 | $2.50M | 0.61% | +9,969+309.5% | Added |
| Investment House LLC | 13,125 | $2.51M | 0.15% | +8,900+210.7% | Added |
| Balentine LLC | 13,136 | $2.51M | 0.07% | +340+2.7% | Added |
| GSB Wealth Management, LLC | 13,178 | $2.52M | 0.71% | −409−3.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,200 | $2.52M | 1.62% | −312−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,203 | $2.52M | 0.17% | −1,275−8.8% | Reduced |
| Cooper Financial Group | 13,207 | $2.52M | 0.41% | +301+2.3% | Added |
| Confluence Wealth Services, Inc. | 13,228 | $2.53M | 0.23% | −551−4.0% | Reduced |
| White Pine Capital LLC | 15,209 | $2.53M | 0.96% | +169+1.1% | Added |
| Group One Trading, L.P. | 13,279 | $2.54M | 0.09% | −22,913−63.3% | Reduced |
| Excalibur Management Corp | 13,303 | $2.54M | 1.08% | −49−0.4% | Reduced |
| Round Rock Advisors, LLC | 13,325 | $2.54M | 0.61% | +124+0.9% | Added |
| Monograph Wealth Advisors, LLC | 13,363 | $2.55M | 0.37% | +10,852+432.2% | Added |
| Redwood Investment Management, LLC | 13,542 | $2.59M | 0.25% | −3,221−19.2% | Reduced |
| Plato Investment Management Ltd | 13,630 | $2.60M | 0.27% | +12,609+1,235.0% | Added |
| Citizens & Northern Corp | 13,685 | $2.61M | 0.88% | −362−2.6% | Reduced |
| Leonteq Securities AG | 13,736 | $2.62M | 0.35% | −78−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,761 | $2.63M | 0.27% | +225+1.7% | Added |
| Keel Point, LLC | 13,763 | $2.63M | 0.27% | −934−6.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 13,829 | $2.64M | 2.01% | +669+5.1% | Added |
| Mason & Associates, LLC | 13,829 | $2.64M | 2.01% | +13,829 | New |
| Lakeridge Wealth Management LLC | 13,850 | $2.64M | 1.71% | −11−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 13,855 | $2.65M | 1.94% | −375−2.6% | Reduced |
| Deseret Mutual Benefit Administrators | 13,858 | $2.65M | 1.33% | +847+6.5% | Added |
| Clearstead Advisors, LLC | 15,835 | $2.65M | 0.13% | −332−2.1% | Reduced |
| SkyOak Wealth, LLC | 13,927 | $2.66M | 0.64% | +129+0.9% | Added |
| Cacti Asset Management LLC | 15,600 | $2.67M | 0.22% | −1,550−9.0% | Reduced |
| RWWM, Inc. | 14,033 | $2.68M | 0.29% | −9,313−39.9% | Reduced |
| Lynch Asset Management, Inc. | 14,050 | $2.68M | 1.26% | −300−2.1% | Reduced |
| Corrado Advisors, LLC | 14,097 | $2.69M | 1.77% | −449−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 14,134 | $2.70M | 0.80% | −253−1.8% | Reduced |
| IFP Advisors, Inc | 14,138 | $2.70M | 0.12% | +3,148+28.6% | Added |
| Wealth Effects LLC | 14,146 | $2.70M | 1.00% | +1,954+16.0% | Added |
| Capital Analysts, LLC | 14,149 | $2.70M | 0.13% | −2,458−14.8% | Reduced |