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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 2,282 | $436.0K | 0.05% | +28+1.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,281 | $436.0K | 0.01% | +2,281 | New |
| International Private Wealth Advisors LLC | 2,285 | $436.3K | 0.84% | +883+63.0% | Added |
| Tritonpoint Wealth, LLC | 2,341 | $436.8K | 0.05% | −549−19.0% | Reduced |
| CNB Bank | 2,290 | $437.3K | 0.21% | −102−4.3% | Reduced |
| Rowland & Co Investment Counsel | 2,293 | $437.9K | 0.09% | −52−2.2% | Reduced |
| Apella Capital, LLC | 2,314 | $438.0K | 0.02% | −555−19.3% | Reduced |
| Southland Equity Partners LLC | 2,308 | $440.6K | 0.12% | +127+5.8% | Added |
| Aviance Capital Partners, LLC | 2,321 | $443.2K | 0.07% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 2,323 | $443.6K | 0.11% | −930−28.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,325 | $444.0K | 0.04% | −429−15.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,328 | $444.6K | 0.33% | −421−15.3% | Reduced |
| Catalina Capital Group, LLC | 2,330 | $444.9K | 0.19% | +2,330 | New |
| MBM Wealth Consultants, LLC | 2,340 | $446.7K | 0.16% | −49−2.1% | Reduced |
| Onefund, LLC | 2,355 | $447.1K | 0.53% | −61−2.5% | Reduced |
| Harmony Asset Management LLC | 2,341 | $447.1K | 0.18% | −130−5.3% | Reduced |
| Financial Security Advisor, Inc. | 2,349 | $448.5K | 0.16% | +3+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 2,350 | $448.8K | 0.11% | −10.0% | Reduced |
| Independent Investors Inc | 2,350 | $448.8K | 0.11% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,353 | $449.3K | 0.13% | −101−4.1% | Reduced |
| Waterfront Wealth Inc. | 2,707 | $449.6K | 0.13% | −5,273−66.1% | Reduced |
| Five Oceans Advisors | 2,357 | $450.1K | 0.23% | +3+0.1% | Added |
| West Bancorporation Inc | 2,365 | $451.6K | 0.30% | −50−2.1% | Reduced |
| Am Investment Strategies LLC | 2,366 | $452.0K | 0.11% | +8+0.3% | Added |
| KG&L Capital Management,LLC | 2,380 | $452.3K | 0.18% | −87−3.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,373 | $453.1K | 0.09% | +52+2.2% | Added |
| Acropolis Investment Management, LLC | 2,375 | $453.5K | 0.03% | −159−6.3% | Reduced |
| Global X Japan Co., Ltd. | 2,377 | $453.9K | 0.10% | −57−2.3% | Reduced |
| Resonant Capital Advisors, LLC | 2,381 | $454.7K | 0.04% | +344+16.9% | Added |
| Future Financial Wealth Managment LLC | 2,388 | $455.9K | 0.35% | +3+0.1% | Added |
| WealthShield Partners, LLC | 2,390 | $456.3K | 0.07% | +6+0.3% | Added |
| Novare Capital Management LLC | 2,390 | $456.4K | 0.04% | +39+1.7% | Added |
| Private Wealth Partners, LLC | 2,400 | $458.3K | 0.04% | −918−27.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,400 | $458.3K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,400 | $458.3K | 0.23% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $458.3K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,407 | $459.6K | 0.09% | −717−23.0% | Reduced |
| Woodmont Investment Counsel LLC | 2,407 | $459.6K | 0.04% | −15−0.6% | Reduced |
| Summitry LLC | 2,407 | $459.6K | 0.02% | +109+4.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,407 | $459.7K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,411 | $460.4K | 0.09% | +708+41.6% | Added |
| United Asset Strategies, Inc. | 2,413 | $460.7K | 0.05% | −3−0.1% | Reduced |
| Acorn Financial Advisory Services Inc | 2,417 | $461.5K | 0.09% | −689−22.2% | Reduced |
| Armstrong Advisory Group, Inc | 2,825 | $462.0K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 2,420 | $462.0K | 0.42% | −49−2.0% | Reduced |
| Kesler, Norman & Wride, LLC | 2,432 | $464.4K | 0.10% | −35−1.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,440 | $465.9K | 0.17% | +39+1.6% | Added |
| Armbruster Capital Management, Inc. | 2,444 | $466.7K | 0.10% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 2,444 | $466.7K | 0.65% | +3+0.1% | Added |
| Holistic Financial Partners | 2,448 | $467.5K | 0.24% | +38+1.6% | Added |
| Mechanics Bank Trust Department | 2,454 | $468.6K | 0.07% | +2,454 | New |
| Northstar Advisory Group, LLC | 2,821 | $469.1K | 0.28% | +40+1.4% | Added |
| Francis Financial, Inc. | 2,458 | $469.4K | 0.15% | −184−7.0% | Reduced |
| Twin Capital Management Inc | 2,459 | $469.6K | 0.06% | −3,886−61.2% | Reduced |
| Voya Financial Advisors, Inc. | 2,465 | $470.3K | 0.05% | +216+9.6% | Added |
| Coastline Trust Co | 2,465 | $470.7K | 0.06% | 00.0% | Unchanged |
| Sachetta, LLC | 2,886 | $472.0K | 0.22% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,472 | $472.1K | 0.12% | +120+5.1% | Added |
| D. Scott Neal, Inc. | 2,473 | $472.2K | 0.31% | −8−0.3% | Reduced |
| Builder Investment Group Inc | 2,475 | $472.6K | 0.14% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 2,485 | $474.6K | 0.26% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2,488 | $475.1K | 0.34% | −900−26.6% | Reduced |
| Clarus Group, Inc. | 2,490 | $475.5K | 0.33% | +507+25.6% | Added |
| Trillium Asset Management, LLC | 2,498 | $477.0K | 0.01% | −10−0.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,500 | $477.4K | 0.10% | +72+3.0% | Added |
| Advance Capital Management, Inc. | 2,502 | $477.7K | 0.03% | +71+2.9% | Added |
| Bigelow Investment Advisors, LLC | 2,503 | $478.0K | 0.23% | −47−1.8% | Reduced |
| LVZ Advisors, Inc. | 2,503 | $478.0K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,505 | $478.3K | 0.04% | +2,505 | New |
| Per Stirling Capital Management, LLC. | 2,512 | $479.6K | 0.08% | +10.0% | Added |
| Smith, Moore & Co. | 2,512 | $479.6K | 0.05% | −352−12.3% | Reduced |
| KFG Wealth Management, LLC | 2,513 | $479.9K | 0.20% | −10.0% | Reduced |
| LM Advisors LLC | 2,520 | $481.0K | 0.08% | −200−7.4% | Reduced |
| Human Investing LLC | 2,520 | $481.2K | 0.10% | −59−2.3% | Reduced |
| Smith Shellnut Wilson LLC | 2,523 | $481.8K | 0.26% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 2,525 | $482.0K | 0.22% | +2,525 | New |
| Pacific Global Investment Management CO | 2,528 | $482.7K | 0.09% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,529 | $483.0K | 0.32% | +5+0.2% | Added |
| Gryphon Financial Partners LLC | 2,533 | $483.6K | 0.08% | +139+5.8% | Added |
| CKW Financial Group | 2,549 | $484.0K | 0.06% | +12+0.5% | Added |
| Pegasus Asset Management, Inc. | 2,544 | $485.8K | 0.19% | 00.0% | Unchanged |
| FCG Investment Co | 2,551 | $487.1K | 0.39% | −6,850−72.9% | Reduced |
| Boyd Watterson Asset Management LLC | 2,552 | $487.3K | 0.17% | +10.0% | Added |
| Wilson & Boucher Capital Management, LLC | 2,552 | $487.4K | 0.38% | −48−1.8% | Reduced |
| Signal Advisors Wealth, LLC | 2,557 | $488.3K | 0.12% | +99+4.0% | Added |
| Institutional & Family Asset Management, LLC | 2,557 | $488.3K | 0.08% | +3+0.1% | Added |
| Beck Mack & Oliver LLC | 2,557 | $488.4K | 0.01% | +57+2.3% | Added |
| Chatham Capital Group, Inc. | 2,565 | $489.8K | 0.09% | −40−1.5% | Reduced |
| Genesee Capital Advisors, LLC | 2,566 | $490.0K | 0.27% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,571 | $491.0K | 0.07% | +250+10.8% | Added |
| Fenimore Asset Management Inc | 2,573 | $491.3K | 0.01% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 2,576 | $491.9K | 0.24% | +2,576 | New |
| Towercrest Capital Management | 2,586 | $493.9K | 0.08% | +672+35.1% | Added |
| Doheny Asset Management | 2,585 | $494.0K | 0.41% | −518−16.7% | Reduced |
| 626 Financial, LLC | 2,589 | $494.4K | 0.30% | +90+3.6% | Added |
| BlueSky Wealth Advisors, LLC | 2,596 | $495.7K | 0.39% | −26−1.0% | Reduced |
| Tortoise Investment Management, LLC | 2,598 | $496.1K | 0.06% | +10.0% | Added |
| Chesapeake Wealth Management | 2,604 | $497.3K | 0.18% | +145+5.9% | Added |
| Salomon & Ludwin, LLC | 2,611 | $498.6K | 0.04% | +421+19.2% | Added |
| Israel Discount Bank of New York | 2,613 | $499.0K | 0.62% | −1,535−37.0% | Reduced |