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 |
|---|---|---|---|---|---|
| FSB Premier Wealth Management, Inc. | 1,602 | $305.9K | 0.14% | −11−0.7% | Reduced |
| Nottingham Advisors, Inc. | 1,604 | $306.3K | 0.04% | −98−5.8% | Reduced |
| KRS Capital Management, LLC | 1,610 | $307.4K | 0.25% | −25−1.5% | Reduced |
| Aurora Private Wealth, Inc. | 1,624 | $308.0K | 0.27% | +53+3.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,614 | $308.2K | 0.07% | +68+4.4% | Added |
| Vantage Consulting Group Inc | 1,618 | $309.0K | 0.20% | −311−16.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 1,618 | $309.0K | 0.28% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,622 | $309.7K | 0.02% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,623 | $309.9K | 0.19% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,624 | $310.0K | 0.19% | +10+0.6% | Added |
| Planning Center, Inc. | 1,625 | $310.3K | 0.07% | −125−7.1% | Reduced |
| Scissortail Wealth Management, LLC | 1,627 | $310.6K | 0.08% | +1,627 | New |
| NWF Advisory Services Inc. | 1,627 | $310.8K | 0.05% | −6−0.4% | Reduced |
| Leisure Capital Management | 1,629 | $311.1K | 0.16% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,634 | $312.1K | 0.04% | −1,467−47.3% | Reduced |
| Norway Savings Bank | 1,636 | $312.4K | 0.13% | +1+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,636 | $312.4K | 0.11% | +1,636 | New |
| Ascent Wealth Partners, LLC | 1,638 | $312.8K | 0.05% | 00.0% | Unchanged |
| MAS Advisors LLC | 1,639 | $313.0K | 0.36% | +1,639 | New |
| Benedict Financial Advisors Inc | 1,642 | $313.5K | 0.08% | +273+19.9% | Added |
| Trinity Wealth Management, LLC | 1,644 | $313.9K | 0.16% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,643 | $313.9K | 0.09% | +223+15.7% | Added |
| Oak Thistle LLC | 1,644 | $313.9K | 0.28% | −1,668−50.4% | Reduced |
| WR Wealth Planners, LLC | 1,645 | $314.1K | 0.10% | +24+1.5% | Added |
| Paragon Financial Partners, Inc. | 1,645 | $314.1K | 0.26% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,649 | $314.8K | 0.05% | +175+11.9% | Added |
| Concentric Wealth Management, LLC | 1,649 | $314.9K | 0.08% | +321+24.2% | Added |
| Centric Wealth Management | 1,906 | $316.8K | 0.10% | +143+8.1% | Added |
| Carolina Wealth Advisors, LLC | 1,660 | $317.0K | 0.17% | −82−4.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,662 | $317.0K | 0.01% | −9,338−84.9% | Reduced |
| Cambridge Financial Group, LLC | 1,661 | $317.2K | 0.15% | −255−13.3% | Reduced |
| NDVR, Inc. | 1,662 | $317.4K | 0.30% | +1,662 | New |
| Clarus Wealth Advisors | 1,709 | $317.9K | 0.18% | +1,709 | New |
| Rock Point Advisors, LLC | 1,666 | $318.1K | 0.09% | +7+0.4% | Added |
| Security National Bank | 1,668 | $318.5K | 0.05% | −105−5.9% | Reduced |
| Cyrus J. Lawrence, LLC | 1,628 | $319.0K | 0.07% | +1,628 | New |
| Lee Financial Co | 1,676 | $320.0K | 0.05% | +34+2.1% | Added |
| Morris Retirement Advisors, LLC | 1,678 | $320.3K | 0.19% | −12−0.7% | Reduced |
| Gradient Investments LLC | 1,678 | $320.4K | 0.01% | −1,748−51.0% | Reduced |
| Syon Capital LLC | 1,678 | $320.4K | 0.03% | +332+24.7% | Added |
| O'Brien Wealth Partners LLC | 1,679 | $320.6K | 0.07% | +2+0.1% | Added |
| Robinson Smith Wealth Advisors LLC | 1,681 | $321.0K | 0.31% | −7−0.4% | Reduced |
| PFS Partners, LLC | 1,681 | $321.0K | 0.22% | +168+11.1% | Added |
| Middleton & Co Inc | 1,682 | $321.2K | 0.04% | −90−5.1% | Reduced |
| Wulff, Hansen & Co. | 1,682 | $321.2K | 0.32% | −12−0.7% | Reduced |
| Financial Network Wealth Advisors LLC | 1,682 | $321.2K | 0.32% | +57+3.5% | Added |
| Jag Capital Management, LLC | 1,683 | $321.4K | 0.05% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,684 | $321.5K | 0.02% | +79+4.9% | Added |
| True Link Financial Advisors, LLC | 1,687 | $322.1K | 0.03% | −44−2.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,689 | $322.5K | 0.08% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,690 | $322.7K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,691 | $322.9K | 0.04% | +141+9.1% | Added |
| Nordwand Advisors, LLC | 1,694 | $323.5K | 0.13% | 00.0% | Unchanged |
| Stevard, LLC | 1,703 | $325.2K | 0.29% | +260+18.0% | Added |
| Greatmark Investment Partners, Inc. | 1,709 | $326.4K | 0.05% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,720 | $326.6K | 0.27% | +7+0.4% | Added |
| WESPAC Advisors, LLC | 1,712 | $326.9K | 0.19% | +155+10.0% | Added |
| Aire Advisors, LLC | 1,714 | $327.6K | 0.07% | +40+2.4% | Added |
| Fortune Financial Advisors, LLC | 1,716 | $327.7K | 0.21% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,717 | $327.9K | 0.06% | +59+3.6% | Added |
| Wealthquest Corp | 1,722 | $328.8K | 0.04% | −125−6.8% | Reduced |
| Triune Financial Partners, LLC | 1,724 | $329.2K | 0.11% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,728 | $330.0K | 0.06% | +1,728 | New |
| XTX Topco Ltd | 1,732 | $330.7K | 0.04% | +1,732 | New |
| Fort, L.P. | 1,733 | $330.9K | 0.83% | −234−11.9% | Reduced |
| KFA Private Wealth Group, LLC | 1,738 | $332.0K | 0.10% | −3−0.2% | Reduced |
| CVA Family Office, LLC | 1,739 | $332.1K | 0.06% | +4+0.2% | Added |
| Gladius Capital Management LP | 1,739 | $332.1K | 0.33% | +1,739 | New |
| Macroview Investment Management LLC | 1,739 | $332.1K | 0.37% | +2+0.1% | Added |
| Palisade Capital Management LLC | 1,742 | $332.7K | 0.01% | −96−5.2% | Reduced |
| Bremer Bank National Association | 1,742 | $332.7K | 0.06% | +1,742 | New |
| Alexander Labrunerie & Co., Inc. | 1,744 | $332.9K | 0.19% | +1,744 | New |
| Pioneer Trust Bank N A | 1,748 | $333.8K | 0.09% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 1,748 | $333.8K | 0.21% | +1,748 | New |
| Sittner & Nelson, LLC | 1,748 | $333.9K | 0.17% | +150+9.4% | Added |
| Rice Partnership, LLC | 1,749 | $334.0K | 0.08% | +296+20.4% | Added |
| Oakworth Capital, Inc. | 1,750 | $334.2K | 0.03% | −3−0.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,750 | $334.2K | 0.23% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,750 | $334.2K | 0.02% | −6,596−79.0% | Reduced |
| HCR Wealth Advisors | 1,754 | $334.9K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,754 | $334.9K | 0.04% | +486+38.3% | Added |
| Secure Asset Management, LLC | 1,758 | $335.7K | 0.08% | +235+15.4% | Added |
| Merriman Wealth Management, LLC | 1,760 | $336.1K | 0.01% | +65+3.8% | Added |
| Garden State Investment Advisory Services LLC | 1,769 | $336.3K | 0.12% | −129−6.8% | Reduced |
| Wrapmanager Inc | 1,764 | $336.9K | 0.09% | −221−11.1% | Reduced |
| M&R Capital Management Inc | 1,765 | $337.0K | 0.08% | −44−2.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,772 | $338.4K | 0.12% | +83+4.9% | Added |
| East Coast Asset Management, LLC. | 1,773 | $338.5K | 0.12% | +4+0.2% | Added |
| Charles Schwab Trust Co | 1,773 | $338.6K | 0.03% | −3,177−64.2% | Reduced |
| Morton Capital Management LLC | 1,773 | $338.6K | 0.09% | +63+3.7% | Added |
| Mascoma Wealth Management LLC | 1,774 | $338.8K | 0.10% | +1+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,775 | $339.0K | 0.03% | −86−4.6% | Reduced |
| Moody Aldrich Partners LLC | 1,777 | $339.3K | 0.06% | +1,777 | New |
| Beacon Financial Strategies CORP | 1,778 | $339.5K | 0.24% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 1,779 | $339.7K | 0.10% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,780 | $339.9K | 0.01% | −7−0.4% | Reduced |
| Security Financial Services, INC. | 1,784 | $340.7K | 0.08% | +10+0.6% | Added |
| Gray Wealth Management Inc. | 1,784 | $340.7K | 0.15% | +267+17.6% | Added |
| First Business Financial Services, Inc. | 1,787 | $341.2K | 0.04% | −56−3.0% | Reduced |
| Pacifica Partners Inc. | 1,810 | $341.4K | 0.15% | 00.0% | Unchanged |