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 |
|---|---|---|---|---|---|
| Intact Investment Management Inc. | 60,300 | $11.5M | 0.45% | 00.0% | Unchanged |
| Financial Counselors Inc | 61,422 | $11.7M | 0.20% | −377−0.6% | Reduced |
| Empowered Funds, LLC | 61,469 | $11.7M | 0.21% | +33,767+121.9% | Added |
| Americana Partners, LLC | 61,502 | $11.7M | 0.98% | +538+0.9% | Added |
| Sargent Investment Group, LLC | 61,795 | $11.8M | 2.59% | −1,818−2.9% | Reduced |
| Wedbush Securities Inc | 61,826 | $11.8M | 0.44% | +9,036+17.1% | Added |
| Shufro Rose & Co LLC | 61,837 | $11.8M | 0.98% | +52,467+559.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 62,168 | $11.9M | 0.14% | −6,077−8.9% | Reduced |
| First National Trust Co | 62,370 | $11.9M | 0.48% | −35,808−36.5% | Reduced |
| Lido Advisors, LLC | 62,569 | $11.9M | 0.11% | +6,356+11.3% | Added |
| Transcend Wealth Collective, LLC | 62,652 | $12.0M | 0.96% | +5,596+9.8% | Added |
| Bragg Financial Advisors, Inc | 62,901 | $12.0M | 0.54% | +443+0.7% | Added |
| Flputnam Investment Management Co | 63,159 | $12.1M | 0.26% | +1,575+2.6% | Added |
| Morgan Dempsey Capital Management LLC | 63,746 | $12.2M | 3.90% | −6,693−9.5% | Reduced |
| Illinois Municipal Retirement Fund | 64,019 | $12.2M | 0.19% | +11,672+22.3% | Added |
| Welch & Forbes LLC | 64,663 | $12.3M | 0.17% | −3,698−5.4% | Reduced |
| Gotham Asset Management, LLC | 64,674 | $12.4M | 0.19% | +9,415+17.0% | Added |
| Capital Investment Advisors, LLC | 64,835 | $12.4M | 0.29% | −2,443−3.6% | Reduced |
| Radnor Capital Management, LLC | 65,227 | $12.5M | 2.12% | −1,473−2.2% | Reduced |
| Richard C. Young & CO., LTD. | 65,297 | $12.5M | 1.57% | −552−0.8% | Reduced |
| Bokf, NA | 65,910 | $12.5M | 0.23% | +520+0.8% | Added |
| Forbes J M & Co LLP | 66,311 | $12.7M | 1.37% | −381−0.6% | Reduced |
| Snowden Capital Advisors LLC | 66,502 | $12.7M | 0.40% | +8,168+14.0% | Added |
| Advocate Group LLC | 66,555 | $12.7M | 2.53% | −3,960−5.6% | Reduced |
| Greenwood Capital Associates LLC | 66,621 | $12.7M | 1.69% | −7,660−10.3% | Reduced |
| Alaska Permanent Fund Corp | 66,738 | $12.7M | 0.19% | −3,176−4.5% | Reduced |
| HB Wealth Management, LLC | 66,751 | $12.7M | 0.16% | +1,664+2.6% | Added |
| Kestra Private Wealth Services, LLC | 66,768 | $12.8M | 0.29% | −1,599−2.3% | Reduced |
| Nordea Investment Management AB | 66,975 | $12.8M | 0.02% | +2,125+3.3% | Added |
| Waters Parkerson & Co., LLC | 67,388 | $12.9M | 0.66% | +1,012+1.5% | Added |
| Regions Financial Corp | 67,536 | $12.9M | 0.10% | +4,444+7.0% | Added |
| Maryland State Retirement & Pension System | 71,146 | $12.9M | 0.26% | +405+0.6% | Added |
| Franklin Street Advisors Inc | 67,829 | $13.0M | 0.96% | −3,536−5.0% | Reduced |
| Massachusetts Financial Services Co | 68,034 | $13.0M | 0.00% | +68,034 | New |
| Bogart Wealth, LLC | 68,172 | $13.0M | 0.67% | −599−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 68,449 | $13.1M | 0.31% | −82,993−54.8% | Reduced |
| Oak Grove Capital LLC | 69,390 | $13.3M | 3.72% | +26,905+63.3% | Added |
| Kentucky Retirement Systems | 69,489 | $13.3M | 0.40% | −3,570−4.9% | Reduced |
| Churchill Management Corp | 69,568 | $13.3M | 0.17% | −623−0.9% | Reduced |
| National Asset Management, Inc. | 94,887 | $13.3M | 0.36% | +11,497+13.8% | Added |
| Stephens Inc | 70,037 | $13.4M | 0.21% | −114−0.2% | Reduced |
| JustInvest LLC | 70,059 | $13.4M | 0.29% | +20,925+42.6% | Added |
| United Capital Financial Advisers, LLC | 71,028 | $13.6M | 0.11% | −1,851−2.5% | Reduced |
| Bessemer Group Inc | 71,057 | $13.6M | 0.02% | +17,144+31.8% | Added |
| WSFS Capital Management, LLC | 64,203 | $13.7M | 0.78% | −6,498−9.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 72,235 | $13.8M | 0.53% | −3,442−4.5% | Reduced |
| Gilman Hill Asset Management, LLC | 72,392 | $13.8M | 2.48% | −3,868−5.1% | Reduced |
| Oppenheimer & Co Inc | 72,572 | $13.9M | 0.23% | +15,008+26.1% | Added |
| Stockman Wealth Management, Inc. | 72,878 | $13.9M | 2.46% | −4,226−5.5% | Reduced |
| Canal Insurance CO | 73,000 | $13.9M | 3.59% | 00.0% | Unchanged |
| Jacobs & Co | 73,135 | $14.0M | 1.48% | −1,294−1.7% | Reduced |
| Man Group plc | 73,131 | $14.0M | 0.04% | +23,629+47.7% | Added |
| Charter Trust Co | 73,855 | $14.1M | 0.94% | +3,227+4.6% | Added |
| Degroof Petercam Asset Management | 74,100 | $14.2M | 0.17% | 00.0% | Unchanged |
| Macquarie Group Ltd | 75,197 | $14.4M | 0.02% | −748−1.0% | Reduced |
| Estabrook Capital Management | 75,321 | $14.4M | 2.22% | −2,321−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 75,836 | $14.5M | 0.72% | +873+1.2% | Added |
| Gulf International Bank (UK) Ltd | 76,671 | $14.6M | 0.37% | +363+0.5% | Added |
| TownSquare Capital, LLC | 77,211 | $14.7M | 0.22% | −7,496−8.8% | Reduced |
| Steel Peak Wealth Management LLC | 78,011 | $14.9M | 0.76% | −5,162−6.2% | Reduced |
| Vestcor Inc | 78,184 | $14.9M | 0.51% | −2,939−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 78,260 | $14.9M | 0.30% | −103,538−57.0% | Reduced |
| James Hambro & Partners | 78,990 | $15.1M | 0.71% | +4,286+5.7% | Added |
| O'Shaughnessy Asset Management, LLC | 79,043 | $15.1M | 0.17% | −32,283−29.0% | Reduced |
| TD Waterhouse Canada Inc. | 70,657 | $15.1M | 0.11% | +17,478+32.9% | Added |
| Atria Investments LLC | 79,274 | $15.1M | 0.21% | −141−0.2% | Reduced |
| HM Payson & Co | 79,969 | $15.3M | 0.28% | −2,447−3.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 80,016 | $15.3M | 0.24% | +200.0% | Added |
| Atria Wealth Solutions, Inc. | 80,041 | $15.3M | 0.17% | +176+0.2% | Added |
| Crossmark Global Holdings, Inc. | 80,974 | $15.5M | 0.30% | +17,598+27.8% | Added |
| Daymark Wealth Partners, LLC | 180,522 | $15.5M | 0.83% | −266−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 81,680 | $15.6M | 0.53% | +1,088+1.4% | Added |
| GWM Advisors LLC | 82,123 | $15.7M | 0.14% | +11,126+15.7% | Added |
| Pinnacle Financial Partners Inc | 82,879 | $15.8M | 0.34% | +2,982+3.7% | Added |
| Advisory Services Network, LLC | 83,360 | $15.9M | 0.35% | +4,434+5.6% | Added |
| Elo Mutual Pension Insurance Co | 83,433 | $15.9M | 0.37% | +3,896+4.9% | Added |
| Spears Abacus Advisors LLC | 83,751 | $16.0M | 0.33% | +81,291+3,304.5% | Added |
| Moors & Cabot, Inc. | 84,426 | $16.1M | 0.87% | +3,737+4.6% | Added |
| Scotia Capital Inc. | 84,728 | $16.2M | 0.10% | −6,037−6.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 85,276 | $16.3M | 0.24% | +49+0.1% | Added |
| M&G Plc | 85,493 | $16.3M | 0.10% | +85,493 | New |
| Bradley Foster & Sargent Inc | 85,780 | $16.4M | 0.30% | +6,500+8.2% | Added |
| Trustmark National Bank Trust Department | 85,845 | $16.4M | 1.34% | −1,288−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 86,028 | $16.4M | 0.20% | −1,010−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 86,971 | $16.6M | 0.30% | −3,705−4.1% | Reduced |
| Westfield Capital Management Co LP | 87,218 | $16.7M | 0.09% | −4,828−5.2% | Reduced |
| Shelton Capital Management | 88,141 | $16.8M | 0.48% | −7,899−8.2% | Reduced |
| Umb Bank N A | 88,533 | $16.9M | 0.27% | −160,892−64.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 89,400 | $17.1M | 0.19% | −8,122−8.3% | Reduced |
| Pinebridge Investments, L.P. | 89,766 | $17.1M | 0.14% | +29,829+49.8% | Added |
| Baldwin Brothers Inc | 90,086 | $17.2M | 1.30% | −100−0.1% | Reduced |
| Synovus Financial Corp | 90,368 | $17.3M | 0.22% | −607−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 91,057 | $17.4M | 0.02% | −1,026−1.1% | Reduced |
| Wesbanco Bank Inc | 91,967 | $17.6M | 0.66% | +7,428+8.8% | Added |
| Wealthfront Advisers LLC | 92,447 | $17.7M | 0.06% | +6,107+7.1% | Added |
| Eagle Asset Management Inc | 93,166 | $17.7M | 0.09% | +20,904+28.9% | Added |
| Atalanta Sosnoff Capital, LLC | 94,103 | $18.0M | 0.42% | +2,559+2.8% | Added |
| Colony Group, LLC | 94,381 | $18.0M | 0.15% | +33,654+55.4% | Added |
| Skba Capital Management LLC | 95,595 | $18.3M | 2.85% | −11,655−10.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 95,920 | $18.3M | 2.28% | +1,324+1.4% | Added |