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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 28,508 | $5.44M | 0.23% | −40.0% | Reduced |
| Panagora Asset Management Inc | 28,703 | $5.48M | 0.03% | −4,606−13.8% | Reduced |
| Concurrent Investment Advisors, LLC | 28,706 | $5.48M | 0.22% | −1,416−4.7% | Reduced |
| Tufton Capital Management | 28,715 | $5.48M | 1.08% | −192−0.7% | Reduced |
| Aspen Grove Capital, LLC | 28,741 | $5.49M | 1.55% | −12,706−30.7% | Reduced |
| Factory Mutual Insurance Co | 28,800 | $5.50M | 0.06% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 28,835 | $5.51M | 1.82% | +1,006+3.6% | Added |
| Mengis Capital Management, Inc. | 28,971 | $5.53M | 0.85% | +304+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,035 | $5.54M | 0.14% | +132+0.5% | Added |
| Benson Investment Management Company, Inc. | 29,233 | $5.58M | 2.37% | −6,902−19.1% | Reduced |
| GTS Securities LLC | 29,287 | $5.59M | 0.15% | +24,691+537.2% | Added |
| Whittier Trust Co of Nevada Inc | 29,292 | $5.59M | 0.16% | +393+1.4% | Added |
| Squarepoint Ops LLC | 29,427 | $5.62M | 0.02% | +4,684+18.9% | Added |
| Neville Rodie & Shaw Inc | 29,467 | $5.63M | 0.43% | +5,141+21.1% | Added |
| Prio Wealth Limited Partnership | 29,483 | $5.63M | 0.16% | +1,146+4.0% | Added |
| Bonness Enterprises Inc | 29,564 | $5.65M | 2.04% | 00.0% | Unchanged |
| Private Advisory Group LLC | 29,670 | $5.67M | 0.81% | +22,394+307.8% | Added |
| Riggs Asset Managment Co. Inc. | 29,846 | $5.70M | 1.66% | −9,002−23.2% | Reduced |
| KMG Fiduciary Partners, LLC | 30,017 | $5.73M | 0.59% | +10,373+52.8% | Added |
| WealthPLAN Partners, LLC | 30,144 | $5.76M | 0.60% | −14,854−33.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 30,196 | $5.77M | 0.40% | −2,335−7.2% | Reduced |
| Warren Averett Asset Management, LLC | 30,242 | $5.77M | 0.14% | +11,233+59.1% | Added |
| Farmers & Merchants Investments Inc | 30,291 | $5.78M | 0.20% | −2,794−8.4% | Reduced |
| Gladstone Institutional Advisory LLC | 30,414 | $5.81M | 0.32% | −15,106−33.2% | Reduced |
| Hourglass Capital, LLC | 30,425 | $5.81M | 1.75% | −60−0.2% | Reduced |
| Shilanski & Associates, Inc. | 30,538 | $5.83M | 2.01% | −492−1.6% | Reduced |
| Essex Financial Services, Inc. | 30,686 | $5.86M | 0.54% | +734+2.5% | Added |
| Garland Capital Management Inc | 30,718 | $5.87M | 3.89% | −450−1.4% | Reduced |
| Bard Financial Services, Inc. | 30,860 | $5.89M | 0.63% | +150+0.5% | Added |
| 1st Source Bank | 30,927 | $5.91M | 0.34% | −892−2.8% | Reduced |
| Prosperity Consulting Group, LLC | 30,964 | $5.91M | 0.74% | +26,349+570.9% | Added |
| Equitable Holdings, Inc. | 31,106 | $5.94M | 0.07% | +2,025+7.0% | Added |
| Mendel Money Management | 31,179 | $5.95M | 2.75% | −3,605−10.4% | Reduced |
| Ar Asset Management Inc | 31,452 | $6.01M | 1.46% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 31,687 | $6.05M | 0.03% | −155−0.5% | Reduced |
| Canandaigua National Bank & Trust Co | 31,848 | $6.08M | 0.90% | −250−0.8% | Reduced |
| Rodgers Brothers Inc. | 31,891 | $6.09M | 0.83% | −3,946−11.0% | Reduced |
| Sowell Financial Services LLC | 32,016 | $6.11M | 0.29% | +105+0.3% | Added |
| Gabelli Funds LLC | 32,150 | $6.14M | 0.05% | −135−0.4% | Reduced |
| Bleakley Financial Group, LLC | 32,469 | $6.20M | 0.18% | +2,727+9.2% | Added |
| L & S Advisors Inc | 32,661 | $6.24M | 0.71% | +32,661 | New |
| Empirical Finance, LLC | 32,692 | $6.24M | 0.38% | +1,113+3.5% | Added |
| TrimTabs Asset Management, LLC | 32,692 | $6.24M | 1.56% | +2,454+8.1% | Added |
| New England Asset Management Inc | 32,910 | $6.28M | 0.97% | +2,135+6.9% | Added |
| Johnson Investment Counsel Inc | 32,988 | $6.30M | 0.07% | +381+1.2% | Added |
| Stonegate Investment Group, LLC | 33,284 | $6.36M | 0.20% | −309,455−90.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,295 | $6.36M | 1.56% | +20.0% | Added |
| BKD Wealth Advisors, LLC | 33,611 | $6.42M | 0.16% | −2,879−7.9% | Reduced |
| Cohen Klingenstein LLC | 33,715 | $6.44M | 0.24% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 33,785 | $6.45M | 0.81% | −4,906−12.7% | Reduced |
| Birmingham Capital Management Co Inc | 34,137 | $6.52M | 2.40% | −1,570−4.4% | Reduced |
| Fulton Bank, N.A. | 34,142 | $6.52M | 0.27% | +1,671+5.1% | Added |
| Sigma Planning Corp | 34,259 | $6.54M | 0.21% | +19,082+125.7% | Added |
| HGK Asset Management Inc | 34,270 | $6.54M | 1.28% | −3,143−8.4% | Reduced |
| Dodge & Cox | 34,270 | $6.54M | 0.00% | −700−2.0% | Reduced |
| KWMG, LLC | 34,294 | $6.55M | 0.72% | −396−1.1% | Reduced |
| Financial & Tax Architects, LLC | 34,301 | $6.55M | 1.80% | −3,479−9.2% | Reduced |
| Baker Avenue Asset Management, LP | 34,610 | $6.61M | 0.26% | +5,812+20.2% | Added |
| Assetmark, Inc | 34,830 | $6.65M | 0.02% | +1,678+5.1% | Added |
| Winton Group Ltd | 35,205 | $6.72M | 0.47% | −4,602−11.6% | Reduced |
| Foster & Motley Inc | 35,244 | $6.73M | 0.46% | +1,009+2.9% | Added |
| Berger Financial Group, Inc | 35,255 | $6.73M | 0.55% | −3,034−7.9% | Reduced |
| Royal Fund Management, LLC | 35,531 | $6.79M | 0.78% | +1,558+4.6% | Added |
| American Trust Investment Advisors, LLC | 35,803 | $6.84M | 3.26% | −598−1.6% | Reduced |
| Insight Folios Inc | 35,978 | $6.87M | 2.78% | −8,598−19.3% | Reduced |
| RSM US Wealth Management LLC | 36,091 | $6.89M | 0.18% | −601−1.6% | Reduced |
| XML Financial, LLC | 36,290 | $6.93M | 0.71% | −5,733−13.6% | Reduced |
| Barometer Capital Management Inc. | 41,751 | $6.94M | 1.80% | −1,719−4.0% | Reduced |
| Principal Street Partners, LLC | 37,685 | $6.97M | 1.32% | +721+2.0% | Added |
| Ieq Capital, LLC | 36,678 | $7.00M | 0.10% | +3,260+9.8% | Added |
| SFE Investment Counsel | 36,769 | $7.02M | 1.59% | +3,251+9.7% | Added |
| Columbia Asset Management | 43,083 | $7.05M | 1.44% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 36,905 | $7.05M | 0.31% | −263−0.7% | Reduced |
| Romano Brothers and Company | 37,076 | $7.08M | 0.97% | +50.0% | Added |
| Chiron Investment Management, LLC | 37,225 | $7.11M | 3.08% | −7,866−17.4% | Reduced |
| Lincoln National Corp | 37,274 | $7.12M | 0.11% | +2,443+7.0% | Added |
| Tectonic Advisors LLC | 37,532 | $7.17M | 0.55% | +395+1.1% | Added |
| Goelzer Investment Management, Inc. | 37,886 | $7.23M | 0.41% | −702−1.8% | Reduced |
| Davy Global Fund Management Ltd | 38,046 | $7.27M | 0.82% | −3,300−8.0% | Reduced |
| Montgomery Investment Management Inc | 38,156 | $7.29M | 2.78% | −13,033−25.5% | Reduced |
| Rathbone Brothers plc | 38,293 | $7.31M | 0.04% | −465−1.2% | Reduced |
| Shelter Mutual Insurance Co | 38,491 | $7.35M | 1.89% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 38,507 | $7.35M | 0.81% | +6,032+18.6% | Added |
| Meritage Portfolio Management | 38,677 | $7.39M | 0.47% | −1,959−4.8% | Reduced |
| Brown Brothers Harriman & Co | 38,689 | $7.39M | 0.06% | +974+2.6% | Added |
| SpiderRock Advisors, LLC | 38,612 | $7.40M | 0.24% | +38,612 | New |
| Ameritas Investment Partners, Inc. | 38,978 | $7.44M | 0.26% | −1,869−4.6% | Reduced |
| Coldstream Capital Management Inc | 39,230 | $7.49M | 0.19% | −281−0.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 39,422 | $7.53M | 1.99% | −2,161−5.2% | Reduced |
| LaFleur & Godfrey LLC | 39,443 | $7.53M | 1.11% | +598+1.5% | Added |
| Laird Norton Trust Company, LLC | 39,500 | $7.54M | 1.02% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 39,633 | $7.57M | 1.89% | −858−2.1% | Reduced |
| Portland Global Advisors LLC | 39,670 | $7.58M | 1.03% | +300+0.8% | Added |
| Maven Securities LTD | 39,819 | $7.60M | 0.45% | +23,504+144.1% | Added |
| Carnegie Capital Asset Management, LLC | 39,992 | $7.64M | 0.24% | −603−1.5% | Reduced |
| Fidelity D & D Bancorp Inc | 40,015 | $7.64M | 5.74% | −78−0.2% | Reduced |
| Winslow Asset Management Inc | 40,251 | $7.69M | 1.45% | +86+0.2% | Added |
| HighPoint Advisor Group LLC | 46,310 | $7.76M | 0.55% | +575+1.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 40,821 | $7.80M | 4.22% | −781−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 40,909 | $7.81M | 0.11% | +1,277+3.2% | Added |