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 |
|---|---|---|---|---|---|
| OMNI 360 Wealth, Inc. | 2,037 | $389.0K | 0.32% | −19−0.9% | Reduced |
| Capital Markets Trading UK LLP | 2,038 | $389.0K | 0.28% | +174+9.3% | Added |
| Systematic Alpha Investments, LLC | 2,040 | $389.6K | 0.02% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,041 | $389.7K | 0.25% | +421+26.0% | Added |
| McGowan Group Asset Management, Inc. | 2,044 | $390.3K | 0.06% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,047 | $390.9K | 0.11% | −44−2.1% | Reduced |
| Financial Management Network Inc | 2,083 | $391.4K | 0.10% | +6+0.3% | Added |
| Ergawealth Advisors, Inc. | 2,050 | $391.5K | 0.21% | +50+2.5% | Added |
| Coerente Capital Management | 2,050 | $391.5K | 0.07% | +2,050 | New |
| Wintrust Investments LLC | 2,053 | $392.0K | 0.03% | −40−1.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,054 | $392.2K | 0.31% | +475+30.1% | Added |
| Chelsea Counsel Co | 2,055 | $392.4K | 0.22% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,058 | $393.0K | 0.05% | −101−4.7% | Reduced |
| Concord Wealth Partners | 2,061 | $393.6K | 0.07% | −31−1.5% | Reduced |
| Almanack Investment Partners, LLC. | 2,065 | $394.3K | 0.07% | +119+6.1% | Added |
| Paulson Wealth Management Inc. | 2,066 | $394.5K | 0.12% | −181−8.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,066 | $394.6K | 0.01% | −68−3.2% | Reduced |
| Ellenbecker Investment Group | 2,068 | $394.9K | 0.08% | +317+18.1% | Added |
| Childress Capital Advisors, LLC | 2,070 | $395.4K | 0.11% | −116−5.3% | Reduced |
| Proficio Capital Partners LLC | 2,074 | $396.0K | 0.04% | +96+4.9% | Added |
| Marietta Wealth Management, LLC | 2,076 | $396.4K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,076 | $396.4K | 0.09% | +85+4.3% | Added |
| Alliance Wealth Management Group | 2,077 | $396.7K | 0.12% | +672+47.8% | Added |
| Old Mission Investment Co LLC | 2,081 | $397.4K | 0.13% | −42−2.0% | Reduced |
| Rational Advisors LLC | 2,082 | $397.6K | 0.04% | −1,111−34.8% | Reduced |
| RS Crum Inc. | 2,083 | $397.8K | 0.11% | −6−0.3% | Reduced |
| Key Financial Inc | 2,087 | $398.5K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,087 | $398.6K | 0.26% | −76−3.5% | Reduced |
| Syverson Strege & Co | 2,088 | $398.8K | 0.14% | +179+9.4% | Added |
| Evanson Asset Management, LLC | 2,092 | $399.4K | 0.03% | +260+14.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,092 | $399.5K | 0.01% | −25−1.2% | Reduced |
| Citizens Business Bank | 2,092 | $399.5K | 0.08% | +216+11.5% | Added |
| Davis Investment Partners, LLC | 2,144 | $399.5K | 0.17% | +13+0.6% | Added |
| Mattern Wealth Management LLC | 2,093 | $399.7K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,405 | $399.8K | 0.03% | +1,035+75.5% | Added |
| Walleye Trading LLC | 2,095 | $400.1K | 0.01% | +2,095 | New |
| Birchcreek Wealth Management, LLC | 2,097 | $400.4K | 0.21% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,100 | $401.0K | 0.18% | −8,600−80.4% | Reduced |
| Trueblood Wealth Management, LLC | 2,100 | $401.0K | 0.23% | +710+51.1% | Added |
| Hummer Financial Advisory Services Inc | 2,102 | $401.5K | 0.33% | +61+3.0% | Added |
| Nadler Financial Group, Inc. | 2,110 | $402.9K | 0.05% | +36+1.7% | Added |
| Wambolt & Associates, LLC | 2,125 | $403.4K | 0.12% | −635−23.0% | Reduced |
| Kowal Investment Group, LLC | 2,114 | $403.7K | 0.09% | +110+5.5% | Added |
| Sterling Investment Counsel, LLC | 2,117 | $404.3K | 0.19% | +120+6.0% | Added |
| Pinnacle Bancorp, Inc. | 2,119 | $404.6K | 0.12% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,123 | $405.4K | 0.17% | +2,123 | New |
| Glass Wealth Management Co LLC | 2,125 | $405.8K | 0.25% | +2,125 | New |
| Smith Chas P & Associates Pa Cpas | 2,126 | $406.0K | 0.02% | +161+8.2% | Added |
| Tealwood Asset Management Inc | 2,125 | $406.0K | 0.18% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,136 | $408.0K | 0.00% | −33−1.5% | Reduced |
| FIL Ltd | 2,137 | $408.1K | 0.00% | −26−1.2% | Reduced |
| Knott David M Jr | 2,142 | $409.0K | 0.14% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,143 | $409.1K | 0.24% | +2,143 | New |
| Wall Street Access Asset Management, LLC | 2,144 | $409.4K | 0.17% | +2,144 | New |
| Humankind Investments LLC | 2,147 | $410.0K | 0.11% | −269−11.1% | Reduced |
| Progressive Investment Management Corp | 2,149 | $410.4K | 0.11% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 2,155 | $411.4K | 0.25% | −295−12.0% | Reduced |
| Arnhold LLC | 2,156 | $411.7K | 0.04% | −300−12.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,158 | $412.2K | 0.34% | +100+4.9% | Added |
| Lodestar Private Asset Management LLC | 2,162 | $412.9K | 0.06% | −348−13.9% | Reduced |
| Alpha Family Trust | 2,165 | $413.4K | 0.25% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,193 | $413.4K | 0.05% | −2,428−52.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,166 | $413.6K | 0.01% | +470+27.7% | Added |
| Peak Asset Management, LLC | 2,171 | $414.6K | 0.08% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,172 | $414.6K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,180 | $417.0K | 0.15% | −617−22.1% | Reduced |
| Umpqua Bank | 2,184 | $417.1K | 0.17% | +2,184 | New |
| Buffington Mohr McNeal | 2,186 | $417.5K | 0.08% | −14−0.6% | Reduced |
| Sequent Asset Management, LLC | 2,192 | $419.0K | 0.22% | +224+11.4% | Added |
| Family Management Corp | 2,195 | $419.2K | 0.08% | +36+1.7% | Added |
| Stonebrook Private Inc. | 2,196 | $419.3K | 0.12% | +29+1.3% | Added |
| CoreFirst Bank & Trust | 2,196 | $419.3K | 0.26% | −1,470−40.1% | Reduced |
| KWB Wealth | 2,197 | $419.5K | 0.06% | +2,197 | New |
| Kapitalo Investimentos Ltda | 2,200 | $420.1K | 0.09% | +748+51.5% | Added |
| Infrastructure Capital Advisors, LLC | 2,200 | $420.1K | 0.06% | +2,200 | New |
| Sterling Financial Planning, Inc. | 2,200 | $420.2K | 0.17% | −153−6.5% | Reduced |
| Retirement Income Solutions, Inc | 2,201 | $420.3K | 0.10% | −150−6.4% | Reduced |
| Northwest Financial Advisors | 2,203 | $420.7K | 0.46% | −56−2.5% | Reduced |
| AllSquare Wealth Management LLC | 2,209 | $421.9K | 0.25% | +100+4.7% | Added |
| Destination Wealth Management | 2,210 | $422.1K | 0.01% | +745+50.9% | Added |
| ARS Investment Partners, LLC | 2,221 | $424.1K | 0.04% | −400−15.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,345 | $425.0K | 0.16% | −80−3.3% | Reduced |
| Wayfinding Financial, LLC | 2,507 | $425.0K | 0.25% | −48−1.9% | Reduced |
| Grandfield & Dodd, LLC | 2,232 | $426.2K | 0.03% | +200+9.8% | Added |
| Tiemann Investment Advisors, LLC | 2,240 | $427.8K | 0.19% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,244 | $428.5K | 0.04% | −658−22.7% | Reduced |
| Wakefield Asset Management LLLP | 2,247 | $429.1K | 0.15% | +2,247 | New |
| Affinity Capital Advisors, LLC | 2,247 | $429.2K | 0.10% | +2+0.1% | Added |
| Wealthstream Advisors, Inc. | 2,251 | $429.8K | 0.16% | +1,020+82.9% | Added |
| MSH Capital Advisors LLC | 2,252 | $430.0K | 0.15% | +100+4.6% | Added |
| Investment Advisory Group, LLC | 2,267 | $433.0K | 0.18% | +20+0.9% | Added |
| Optas, LLC | 2,269 | $433.3K | 0.12% | +92+4.2% | Added |
| Ethos Financial Group, LLC | 2,271 | $434.0K | 0.08% | +52+2.3% | Added |
| Lokken Investment Group LLC | 2,274 | $434.3K | 0.22% | +56+2.5% | Added |
| L.M. Kohn & Company | 2,274 | $434.3K | 0.12% | +19+0.8% | Added |
| Trilogy Capital Inc. | 2,275 | $434.4K | 0.02% | +2,275 | New |
| MPS Loria Financial Planners, LLC | 2,276 | $434.6K | 0.15% | −170−7.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,280 | $435.4K | 0.41% | −130−5.4% | Reduced |
| ASB Consultores, LLC | 2,282 | $435.8K | 0.11% | +2,282 | New |
| Southeast Asset Advisors Inc. | 2,283 | $436.0K | 0.05% | 00.0% | Unchanged |