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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Richardson Capital Management LLC | 275 | $52.5K | 0.04% | −1,225−81.7% | Reduced |
| WealthCollab, LLC | 300 | $57.3K | 0.04% | +200+200.0% | Added |
| FWL Investment Management, LLC | 303 | $57.9K | 0.03% | +208+218.9% | Added |
| Keener Financial Planning LLC | 300 | $58.0K | 0.04% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 305 | $58.2K | 0.05% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 335 | $58.9K | 0.03% | +1+0.3% | Added |
| Pacific Center for Financial Services | 312 | $59.6K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 330 | $63.0K | 0.03% | −107−24.5% | Reduced |
| Newton One Investments LLC | 338 | $64.6K | 0.03% | +61+22.0% | Added |
| Tidemark, LLC | 340 | $64.9K | 0.04% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 341 | $65.0K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 337 | $65.0K | 0.05% | +3+0.9% | Added |
| Paladin Advisory Group, LLC | 348 | $66.1K | 0.05% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 348 | $66.5K | 0.05% | +53+18.0% | Added |
| GoalVest Advisory LLC | 358 | $68.4K | 0.02% | +258+258.0% | Added |
| Cornerstone Planning Group LLC | 423 | $69.9K | 0.02% | −5−1.2% | Reduced |
| Bell Investment Advisors, Inc | 372 | $71.0K | 0.01% | +17+4.8% | Added |
| Western Pacific Wealth Management, LP | 375 | $71.6K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 376 | $72.0K | 0.02% | −2−0.5% | Reduced |
| CGC Financial Services, LLC | 378 | $72.2K | 0.04% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 387 | $73.9K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 390 | $74.5K | 1.46% | +390 | New |
| Y.D. More Investments Ltd | 400 | $76.4K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 413 | $78.9K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 421 | $80.4K | 0.05% | +28+7.1% | Added |
| Burkett Financial Services, LLC | 423 | $80.7K | 0.04% | +4+1.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 425 | $81.2K | 0.00% | +425 | New |
| Trust Co | 431 | $82.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 432 | $82.6K | 0.05% | −7−1.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 630 | $82.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 437 | $83.5K | 0.00% | −36−7.6% | Reduced |
| VitalStone Financial, LLC | 440 | $84.0K | 0.06% | +440 | New |
| Rakuten Securities, Inc. | 443 | $84.6K | 0.04% | −754−63.0% | Reduced |
| Granite FO LLC | 428 | $84.9K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 449 | $85.7K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 450 | $85.9K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 451 | $86.0K | 0.04% | −3,114−87.3% | Reduced |
| Liontrust Investment Partners LLP | 462 | $88.2K | 0.00% | −1,208−72.3% | Reduced |
| Aspect Partners, LLC | 463 | $88.4K | 0.07% | +10+2.2% | Added |
| JJJ Advisors Inc. | 466 | $89.0K | 0.02% | −95−16.9% | Reduced |
| Fortitude Family Office, LLC | 476 | $90.9K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 480 | $91.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 484 | $92.0K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 485 | $93.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 491 | $93.8K | 0.01% | −62−11.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 497 | $94.9K | 0.02% | +2+0.4% | Added |
| Spotlight Asset Group, Inc. | 500 | $95.5K | 0.07% | 00.0% | Unchanged |
| Centennial Bank | 504 | $96.2K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 518 | $99.0K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 525 | $100.3K | 0.08% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 529 | $100.4K | 0.05% | +25+5.0% | Added |
| Ogorek Anthony Joseph | 537 | $102.0K | 0.04% | −42−7.3% | Reduced |
| Financial Management Professionals, Inc. | 547 | $104.0K | 0.02% | −100−15.5% | Reduced |
| Proffitt & Goodson Inc | 555 | $106.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 563 | $107.5K | 0.02% | −140−19.9% | Reduced |
| West Branch Capital LLC | 570 | $108.8K | 0.04% | −107−15.8% | Reduced |
| PrairieView Partners, LLC | 574 | $110.0K | 0.01% | +1+0.2% | Added |
| Glass Jacobson Investment Advisors llc | 580 | $110.8K | 0.04% | +20+3.6% | Added |
| Blume Capital Management, Inc. | 600 | $114.6K | 0.03% | −240−28.6% | Reduced |
| Cutler Capital Management, LLC | 611 | $116.7K | 0.05% | +611 | New |
| Pension & Wealth Management Advisors, Inc. | 611 | $116.7K | 0.08% | +2+0.3% | Added |
| Aspire Private Capital, LLC | 613 | $117.0K | 0.03% | +1+0.2% | Added |
| Princeton Global Asset Management LLC | 618 | $117.9K | 0.03% | +5+0.8% | Added |
| First Community Trust NA | 620 | $118.4K | 0.11% | 00.0% | Unchanged |
| Gould Capital, LLC | 620 | $118.4K | 0.08% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 657 | $119.2K | 0.07% | +24+3.8% | Added |
| Private Wealth Management Group, LLC | 647 | $123.6K | 0.06% | −26−3.9% | Reduced |
| POM Investment Strategies, LLC | 648 | $123.7K | 0.10% | +377+139.1% | Added |
| Voisard Asset Management Group, Inc. | 650 | $124.1K | 0.07% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 657 | $125.5K | 0.10% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 657 | $125.5K | 0.13% | +657 | New |
| Kiely Wealth Advisory Group, Inc. | 753 | $126.0K | 0.07% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 670 | $127.9K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 681 | $130.0K | 0.05% | +29+4.4% | Added |
| S.A. Mason LLC | 682 | $130.2K | 0.08% | +21+3.2% | Added |
| Hollencrest Capital Management | 694 | $132.5K | 0.01% | −499−41.8% | Reduced |
| Frazier Financial Advisors, LLC | 712 | $136.0K | 0.11% | +13+1.9% | Added |
| Northwest Investment Counselors, LLC | 712 | $136.0K | 0.03% | +712 | New |
| HighMark Wealth Management LLC | 732 | $139.8K | 0.09% | +19+2.7% | Added |
| Main Street Group, LTD | 737 | $139.9K | 0.06% | +25+3.5% | Added |
| Westside Investment Management, Inc. | 738 | $140.9K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 740 | $141.3K | 0.01% | +284+62.3% | Added |
| Fernwood Investment Management, LLC | 741 | $141.5K | 0.04% | +741 | New |
| Cassady Schiller Wealth Management, LLC | 742 | $141.7K | 0.06% | +412+124.8% | Added |
| Marquette Asset Management, LLC | 758 | $144.7K | 0.03% | −200−20.9% | Reduced |
| MidAtlantic Capital Management, Inc. | 764 | $145.9K | 0.13% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $153.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 935 | $158.0K | 0.04% | −11−1.2% | Reduced |
| Compass Wealth Management LLC | 830 | $158.5K | 0.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 835 | $159.5K | 0.08% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 978 | $162.5K | 0.03% | +978 | New |
| Clear Point Advisors Inc. | 876 | $167.3K | 0.14% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 878 | $167.7K | 0.04% | +12+1.4% | Added |
| BFSG, LLC | 880 | $168.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,017 | $172.1K | 0.06% | +1+0.1% | Added |
| Arlington Trust Co LLC | 916 | $174.9K | 0.04% | −127−12.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 930 | $177.6K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 936 | $178.7K | 0.02% | −2,407−72.0% | Reduced |
| Financial Freedom, LLC | 943 | $180.0K | 0.11% | +8+0.9% | Added |
| Stone House Investment Management, LLC | 943 | $180.0K | 0.04% | +696+281.8% | Added |