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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 14,182 | $2.71M | 0.16% | −1,026−6.7% | Reduced |
| Park Circle Co | 14,200 | $2.71M | 2.53% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 16,408 | $2.72M | 0.06% | +3,045+22.8% | Added |
| Sumitomo Life Insurance Co | 14,245 | $2.72M | 0.07% | −542−3.7% | Reduced |
| Cornerstone Advisors, LLC | 14,300 | $2.73M | 0.11% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 14,327 | $2.74M | 0.97% | −1,027−6.7% | Reduced |
| Ballentine Partners, LLC | 14,367 | $2.74M | 0.05% | +1,381+10.6% | Added |
| Great Valley Advisor Group, Inc. | 14,380 | $2.75M | 0.08% | +825+6.1% | Added |
| Signet Investment Advisory Group, Inc. | 14,460 | $2.76M | 1.51% | −80−0.6% | Reduced |
| Fca Corp | 14,493 | $2.77M | 0.90% | +81+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 14,500 | $2.77M | 0.15% | +1,348+10.2% | Added |
| SevenBridge Financial Group, LLC | 16,801 | $2.78M | 0.63% | +88+0.5% | Added |
| Green Square Capital Advisors LLC | 14,624 | $2.79M | 0.37% | −386−2.6% | Reduced |
| Zhang Financial LLC | 14,650 | $2.80M | 0.21% | +2,833+24.0% | Added |
| Carson Advisory Inc. | 14,664 | $2.80M | 1.97% | +2,088+16.6% | Added |
| Insight Inv LLC | 14,679 | $2.80M | 2.43% | +125+0.9% | Added |
| Widmann Financial Services, Inc. | 14,710 | $2.81M | 2.36% | −542−3.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 14,729 | $2.81M | 0.34% | −365−2.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,745 | $2.82M | 0.22% | −1,587−9.7% | Reduced |
| Simmons Bank | 14,775 | $2.82M | 0.21% | −678−4.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,868 | $2.84M | 0.25% | −497−3.2% | Reduced |
| NorthRock Partners, LLC | 14,875 | $2.84M | 0.11% | +328+2.3% | Added |
| Hills Bank & Trust Co | 14,883 | $2.84M | 0.24% | +339+2.3% | Added |
| Crestwood Advisors Group LLC | 14,961 | $2.86M | 0.06% | −326−2.1% | Reduced |
| Buckingham Strategic Partners | 14,968 | $2.86M | 0.08% | +6,837+84.1% | Added |
| First Hawaiian Bank | 14,976 | $2.86M | 0.09% | −103−0.7% | Reduced |
| Allen Investment Management LLC | 15,000 | $2.86M | 0.04% | 00.0% | Unchanged |
| Advent Capital Management | 15,000 | $2.86M | 0.07% | +15,000 | New |
| Arete Wealth Advisors, LLC | 15,027 | $2.87M | 0.27% | −226−1.5% | Reduced |
| Klingenstein Fields & Co LP | 15,065 | $2.88M | 0.12% | −75−0.5% | Reduced |
| Sentry LLC | 15,083 | $2.88M | 0.54% | 00.0% | Unchanged |
| Proequities, Inc. | 15,115 | $2.89M | 0.19% | +713+5.0% | Added |
| Pittenger & Anderson Inc | 15,115 | $2.89M | 0.12% | +15,115 | New |
| Trexquant Investment LP | 15,119 | $2.89M | 0.06% | +9,633+175.6% | Added |
| American Investment Services, Inc. | 15,140 | $2.89M | 0.51% | −13,887−47.8% | Reduced |
| M Holdings Securities, Inc. | 15,260 | $2.91M | 0.49% | −931−5.8% | Reduced |
| Sterneck Capital Management, LLC | 15,263 | $2.91M | 1.74% | −341−2.2% | Reduced |
| Arkadios Wealth Advisors | 15,362 | $2.93M | 0.23% | +316+2.1% | Added |
| CWA Asset Management Group, LLC | 15,362 | $2.93M | 0.18% | +260+1.7% | Added |
| Silvant Capital Management LLC | 15,363 | $2.93M | 0.14% | +2,829+22.6% | Added |
| Rockland Trust Co | 15,375 | $2.94M | 0.15% | −517−3.3% | Reduced |
| Grimes & Company, Inc. | 15,416 | $2.94M | 0.09% | +338+2.2% | Added |
| ZWJ Investment Counsel Inc | 15,450 | $2.95M | 0.13% | −535−3.3% | Reduced |
| IHT Wealth Management, LLC | 15,463 | $2.95M | 0.12% | +332+2.2% | Added |
| V-Square Quantitative Management LLC | 15,499 | $2.96M | 0.49% | +3,934+34.0% | Added |
| Wealthcare Advisory Partners LLC | 15,505 | $2.96M | 0.10% | +1,711+12.4% | Added |
| Affinity Investment Advisors, LLC | 15,556 | $2.97M | 2.17% | −369−2.3% | Reduced |
| Park National Corp | 15,561 | $2.97M | 0.11% | −500−3.1% | Reduced |
| Green Alpha Advisors, LLC | 15,566 | $2.97M | 2.15% | +1,646+11.8% | Added |
| Cypress Capital Group | 15,577 | $2.97M | 0.36% | +828+5.6% | Added |
| Spire Wealth Management | 15,609 | $2.98M | 0.08% | −189−1.2% | Reduced |
| Ascent Group, LLC | 15,622 | $2.98M | 0.26% | −7,326−31.9% | Reduced |
| Pacitti Group Inc. | 15,685 | $3.00M | 1.62% | +208+1.3% | Added |
| Ipswich Investment Management Co., Inc. | 15,717 | $3.00M | 0.70% | −150−0.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 15,792 | $3.02M | 0.59% | −268−1.7% | Reduced |
| Old National Bancorp | 15,826 | $3.02M | 0.07% | −259−1.6% | Reduced |
| Joel Isaacson & Co., LLC | 15,831 | $3.02M | 0.17% | +2,232+16.4% | Added |
| United Capital Management of KS, Inc. | 15,899 | $3.04M | 0.70% | +42+0.3% | Added |
| North Star Investment Management Corp. | 15,984 | $3.05M | 0.22% | +200+1.3% | Added |
| Change Path, LLC | 15,998 | $3.06M | 0.12% | +8,113+102.9% | Added |
| Arvest Trust Co N A | 16,010 | $3.06M | 0.17% | +11,885+288.1% | Added |
| Wagner Wealth Management, LLC | 16,060 | $3.07M | 0.93% | −5,614−25.9% | Reduced |
| Jefferies Financial Group Inc. | 16,066 | $3.07M | 0.06% | −82−0.5% | Reduced |
| Round Hill Asset Management | 16,080 | $3.07M | 1.86% | −380−2.3% | Reduced |
| Axxcess Wealth Management, LLC | 16,174 | $3.09M | 0.09% | +817+5.3% | Added |
| Ashton Thomas Private Wealth, LLC | 16,212 | $3.10M | 0.18% | −333−2.0% | Reduced |
| Naples Global Advisors, LLC | 16,224 | $3.10M | 0.32% | +123+0.8% | Added |
| Core Alternative Capital | 16,245 | $3.10M | 0.56% | −391−2.4% | Reduced |
| Verity Asset Management, Inc. | 16,272 | $3.11M | 1.73% | −619−3.7% | Reduced |
| Edmp, Inc. | 16,282 | $3.11M | 2.60% | −703−4.1% | Reduced |
| Nations Financial Group Inc, | 16,294 | $3.11M | 0.26% | +1,906+13.2% | Added |
| St. Clair Advisors, LLC | 16,301 | $3.11M | 1.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 16,320 | $3.12M | 0.12% | +1,799+12.4% | Added |
| Longbow Finance SA | 16,331 | $3.12M | 0.32% | +16,331 | New |
| Buck Wealth Strategies, LLC | 16,375 | $3.13M | 1.07% | +16,375 | New |
| Field & Main Bank | 16,409 | $3.13M | 1.22% | +10+0.1% | Added |
| Cambridge Trust Co | 16,425 | $3.13M | 0.12% | −10−0.1% | Reduced |
| TD Private Client Wealth LLC | 16,445 | $3.14M | 0.10% | −391−2.3% | Reduced |
| Q3 Asset Management | 16,518 | $3.15M | 0.90% | +15,360+1,326.4% | Added |
| SPC Financial, Inc. | 16,510 | $3.15M | 0.30% | −36−0.2% | Reduced |
| 1832 Asset Management L.P. | 16,517 | $3.15M | 0.01% | −1,931−10.5% | Reduced |
| Tompkins Financial Corp | 16,566 | $3.16M | 0.36% | −260−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,696 | $3.19M | 0.44% | +2,322+16.2% | Added |
| Jupiter Asset Management Ltd | 16,730 | $3.19M | 0.03% | −9,514−36.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,735 | $3.20M | 0.03% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 16,746 | $3.20M | 1.33% | +230+1.4% | Added |
| Donoghue Forlines LLC | 16,791 | $3.21M | 0.91% | +9,149+119.7% | Added |
| S&CO Inc | 16,888 | $3.22M | 0.23% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 16,925 | $3.23M | 0.51% | +2,252+15.3% | Added |
| Plimoth Trust Co LLC | 16,949 | $3.24M | 0.86% | −260−1.5% | Reduced |
| Sky Investment Group LLC | 16,964 | $3.24M | 0.62% | −25−0.1% | Reduced |
| Providence Capital Advisors, LLC | 17,041 | $3.25M | 0.71% | −4,639−21.4% | Reduced |
| Atlas Capital Advisors LLC | 17,068 | $3.26M | 0.51% | +2,517+17.3% | Added |
| Leelyn Smith, LLC | 17,116 | $3.27M | 0.65% | −531−3.0% | Reduced |
| Stolper Co | 17,132 | $3.27M | 1.18% | −168−1.0% | Reduced |
| 180 Wealth Advisors, LLC | 17,158 | $3.28M | 0.59% | +87+0.5% | Added |
| Chesley Taft & Associates LLC | 17,241 | $3.29M | 0.17% | +2,420+16.3% | Added |
| Uniplan Investment Counsel, Inc. | 17,278 | $3.30M | 0.26% | −2,823−14.0% | Reduced |
| SeaBridge Investment Advisors LLC | 17,329 | $3.31M | 0.87% | −786−4.3% | Reduced |
| Fayez Sarofim & Co | 17,383 | $3.32M | 0.01% | +406+2.4% | Added |