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 |
|---|---|---|---|---|---|
| Addenda Capital Inc. | 41,483 | $7.92M | 0.30% | −116−0.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 41,510 | $7.93M | 1.38% | +2,555+6.6% | Added |
| Cyndeo Wealth Partners, LLC | 41,791 | $7.98M | 0.66% | −1,920−4.4% | Reduced |
| Marathon Capital Management | 41,844 | $7.99M | 1.91% | −1,120−2.6% | Reduced |
| Simplicity Wealth,LLC | 42,164 | $8.05M | 0.19% | +42,164 | New |
| Norinchukin Bank, The | 42,167 | $8.05M | 0.24% | −3,146−6.9% | Reduced |
| WealthPlan Investment Management, LLC | 42,368 | $8.09M | 1.23% | −8,490−16.7% | Reduced |
| Lathrop Investment Management Corp | 42,455 | $8.11M | 1.57% | −6,622−13.5% | Reduced |
| Tocqueville Asset Management L.P. | 42,548 | $8.12M | 0.13% | −2,122−4.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 43,713 | $8.13M | 0.06% | +5,390+14.1% | Added |
| Consolidated Planning Corp | 42,850 | $8.18M | 1.40% | +41,433+2,924.0% | Added |
| Guyasuta Investment Advisors Inc | 50,087 | $8.19M | 0.59% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 43,113 | $8.23M | 0.02% | +43,113 | New |
| Susquehanna Portfolio Strategies, LLC | 43,119 | $8.23M | 0.19% | −47,122−52.2% | Reduced |
| Cardinal Capital Management | 43,212 | $8.25M | 1.34% | +2,775+6.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,406 | $8.26M | 1.58% | −174−0.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 43,237 | $8.26M | 0.14% | +123+0.3% | Added |
| Van Den Berg Management I, Inc | 43,247 | $8.26M | 2.42% | +722+1.7% | Added |
| ARS Wealth Advisors Group, LLC | 43,275 | $8.26M | 1.12% | −3,886−8.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 43,766 | $8.36M | 0.31% | −2,333−5.1% | Reduced |
| PFG Investments, LLC | 44,100 | $8.42M | 0.51% | +23,056+109.6% | Added |
| Level Four Advisory Services, LLC | 52,004 | $8.51M | 0.47% | +1,615+3.2% | Added |
| Wells Trecaso Financial Group, LLC | 44,582 | $8.51M | 3.01% | +1,214+2.8% | Added |
| Greystone Financial Group, LLC | 44,728 | $8.54M | 1.70% | −7,299−14.0% | Reduced |
| Clearbridge Investments, LLC | 44,841 | $8.56M | 0.01% | −812−1.8% | Reduced |
| Premier Fund Managers Ltd | 45,030 | $8.59M | 0.34% | +45,030 | New |
| Integrated Advisors Network LLC | 45,306 | $8.65M | 0.44% | −58−0.1% | Reduced |
| Trust Co of Vermont | 45,317 | $8.65M | 0.48% | +12,500+38.1% | Added |
| Whittier Trust Co | 45,493 | $8.69M | 0.13% | +96+0.2% | Added |
| J. Goldman & Co LP | 45,802 | $8.75M | 0.40% | +45,802 | New |
| Dorchester Wealth Management Co | 45,998 | $8.78M | 1.58% | −264−0.6% | Reduced |
| Banque Cantonale Vaudoise | 46,023 | $8.79M | 0.34% | −11,233−19.6% | Reduced |
| New Mexico Educational Retirement Board | 46,047 | $8.79M | 0.32% | −1,200−2.5% | Reduced |
| Nicholas Company, Inc. | 46,150 | $8.81M | 0.15% | 00.0% | Unchanged |
| Lynch & Associates | 46,479 | $8.88M | 2.05% | −2,232−4.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 46,689 | $8.92M | 0.12% | +839+1.8% | Added |
| Great Lakes Advisors, LLC | 46,846 | $8.95M | 0.08% | +8,669+22.7% | Added |
| Advisors Management Group Inc | 47,269 | $9.03M | 2.24% | +54+0.1% | Added |
| Linscomb & Williams, Inc. | 47,294 | $9.03M | 0.46% | −844−1.8% | Reduced |
| Sit Investment Associates Inc | 47,532 | $9.08M | 0.21% | −7,270−13.3% | Reduced |
| Cohen Capital Management, Inc. | 47,641 | $9.10M | 1.60% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 47,790 | $9.13M | 1.22% | −260−0.5% | Reduced |
| Courier Capital LLC | 47,852 | $9.14M | 0.66% | −1,161−2.4% | Reduced |
| Apollon Wealth Management, LLC | 48,121 | $9.19M | 0.29% | +2,657+5.8% | Added |
| TruWealth Advisors, LLC | 48,378 | $9.24M | 0.64% | +48,378 | New |
| Brinker Capital Investments, LLC | 48,559 | $9.27M | 0.10% | −16,955−25.9% | Reduced |
| Orion Portfolio Solutions, LLC | 48,559 | $9.27M | 0.10% | −16,955−25.9% | Reduced |
| Evercore Wealth Management, LLC | 48,786 | $9.32M | 0.15% | +1,334+2.8% | Added |
| Schnieders Capital Management LLC | 48,866 | $9.33M | 1.92% | +53+0.1% | Added |
| NBT Bank N A | 48,893 | $9.34M | 0.68% | +4,196+9.4% | Added |
| MAI Capital Management | 49,105 | $9.38M | 0.10% | +17,869+57.2% | Added |
| Kovitz Investment Group Partners, LLC | 49,118 | $9.38M | 0.12% | +4,378+9.8% | Added |
| Farmers Trust Co | 49,220 | $9.40M | 1.89% | −3,734−7.1% | Reduced |
| Prospera Financial Services Inc | 49,226 | $9.40M | 0.28% | +26,355+115.2% | Added |
| BancorpSouth Bank | 49,292 | $9.41M | 0.69% | −25,127−33.8% | Reduced |
| Nia Impact Advisors, LLC | 49,587 | $9.47M | 3.77% | +49,587 | New |
| Walleye Capital LLC | 49,810 | $9.51M | 0.10% | +49,810 | New |
| Schaper Benz & Wise Investment Counsel Inc | 49,997 | $9.55M | 0.80% | +90+0.2% | Added |
| Cynosure Management, LLC | 50,055 | $9.56M | 1.72% | −99−0.2% | Reduced |
| Raymond James Trust N.A. | 50,302 | $9.61M | 0.23% | −2,154−4.1% | Reduced |
| Adviser Investments LLC | 50,445 | $9.63M | 0.13% | −1,700−3.3% | Reduced |
| PGGM Investments | 50,732 | $9.69M | 0.14% | +27,201+115.6% | Added |
| Biondo Investment Advisors, LLC | 51,260 | $9.79M | 1.51% | +1,125+2.2% | Added |
| Ostrum Asset Management | 51,354 | $9.81M | 0.78% | −1,478−2.8% | Reduced |
| Metis Global Partners, LLC | 52,015 | $9.93M | 0.36% | +751+1.5% | Added |
| Savant Capital, LLC | 52,337 | $9.99M | 0.11% | +2,025+4.0% | Added |
| Alerus Financial NA | 52,600 | $10.0M | 0.76% | −408−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 52,933 | $10.1M | 1.88% | −2,847−5.1% | Reduced |
| Fiduciary Trust Co | 53,227 | $10.2M | 0.16% | +4,705+9.7% | Added |
| Louisiana State Employees Retirement System | 53,300 | $10.2M | 0.20% | −1,900−3.4% | Reduced |
| WealthTrust Axiom LLC | 53,660 | $10.2M | 3.30% | −1,458−2.6% | Reduced |
| First Citizens Bank & Trust Co | 53,707 | $10.3M | 0.20% | +17,743+49.3% | Added |
| Securian Asset Management, Inc | 53,893 | $10.3M | 0.30% | −3,919−6.8% | Reduced |
| Payden & Rygel | 54,310 | $10.4M | 0.71% | −42,960−44.2% | Reduced |
| Payden & Rygel Investment Group | 54,310 | $10.4M | 0.71% | +54,310 | New |
| Envestnet Portfolio Solutions, Inc. | 54,411 | $10.4M | 0.04% | +14,929+37.8% | Added |
| Beddow Capital Management Inc | 54,755 | $10.5M | 4.57% | −8,337−13.2% | Reduced |
| Kanawha Capital Management LLC | 54,914 | $10.5M | 0.84% | +1,358+2.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 54,974 | $10.5M | 0.12% | −4,225−7.1% | Reduced |
| American Assets Investment Management, LLC | 55,000 | $10.5M | 1.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 55,061 | $10.5M | 0.09% | +4,104+8.1% | Added |
| Heritage Investors Management Corp | 55,391 | $10.6M | 0.37% | −602−1.1% | Reduced |
| Meridian Wealth Management, LLC | 55,876 | $10.7M | 1.78% | +10,556+23.3% | Added |
| Hennessy Advisors Inc | 56,100 | $10.7M | 0.45% | −10,600−15.9% | Reduced |
| Adell Harriman & Carpenter Inc | 56,155 | $10.7M | 0.88% | +548+1.0% | Added |
| Banque Pictet & Cie SA | 56,409 | $10.8M | 0.11% | 00.0% | Unchanged |
| Dearborn Partners LLC | 56,596 | $10.8M | 0.46% | −16,508−22.6% | Reduced |
| RMB Capital Management, LLC | 56,667 | $10.8M | 0.25% | +8,184+16.9% | Added |
| Avantax Planning Partners, Inc. | 56,724 | $10.8M | 0.35% | +26,168+85.6% | Added |
| NewSquare Capital LLC | 57,493 | $10.8M | 0.96% | −1,190−2.0% | Reduced |
| Independent Advisor Alliance | 56,873 | $10.9M | 0.39% | +8,014+16.4% | Added |
| Principle Wealth Partners LLC | 57,192 | $10.9M | 0.85% | +465+0.8% | Added |
| Bell Bank | 58,232 | $11.1M | 0.96% | −851−1.4% | Reduced |
| Hartford Investment Management Co | 59,144 | $11.3M | 0.40% | −2,363−3.8% | Reduced |
| Greenwich Wealth Management LLC | 59,199 | $11.3M | 0.90% | +164+0.3% | Added |
| First Financial Bank - Trust Division | 59,597 | $11.4M | 1.09% | −1,568−2.6% | Reduced |
| Mizuho Markets Americas LLC | 59,641 | $11.4M | 0.31% | +26,816+81.7% | Added |
| Stratos Wealth Partners, LTD. | 59,968 | $11.5M | 0.19% | +1,005+1.7% | Added |
| Grassi Investment Management | 60,130 | $11.5M | 1.04% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 60,154 | $11.5M | 1.72% | −327−0.5% | Reduced |