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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 14,380 | $2.75M | 0.08% | +825+6.1% | Added |
| Ballentine Partners, LLC | 14,367 | $2.74M | 0.05% | +1,381+10.6% | Added |
| Financial Sense Advisors, Inc. | 14,327 | $2.74M | 0.97% | −1,027−6.7% | Reduced |
| Cornerstone Advisors, LLC | 14,300 | $2.73M | 0.11% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 14,245 | $2.72M | 0.07% | −542−3.7% | Reduced |
| Merit Financial Group, LLC | 16,408 | $2.72M | 0.06% | +3,045+22.8% | Added |
| Park Circle Co | 14,200 | $2.71M | 2.53% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 14,182 | $2.71M | 0.16% | −1,026−6.7% | Reduced |
| Capital Analysts, LLC | 14,149 | $2.70M | 0.13% | −2,458−14.8% | Reduced |
| Wealth Effects LLC | 14,146 | $2.70M | 1.00% | +1,954+16.0% | Added |
| IFP Advisors, Inc | 14,138 | $2.70M | 0.12% | +3,148+28.6% | Added |
| Alliance Wealth Advisors, LLC | 14,134 | $2.70M | 0.80% | −253−1.8% | Reduced |
| Corrado Advisors, LLC | 14,097 | $2.69M | 1.77% | −449−3.1% | Reduced |
| Lynch Asset Management, Inc. | 14,050 | $2.68M | 1.26% | −300−2.1% | Reduced |
| RWWM, Inc. | 14,033 | $2.68M | 0.29% | −9,313−39.9% | Reduced |
| Cacti Asset Management LLC | 15,600 | $2.67M | 0.22% | −1,550−9.0% | Reduced |
| SkyOak Wealth, LLC | 13,927 | $2.66M | 0.64% | +129+0.9% | Added |
| Clearstead Advisors, LLC | 15,835 | $2.65M | 0.13% | −332−2.1% | Reduced |
| Deseret Mutual Benefit Administrators | 13,858 | $2.65M | 1.33% | +847+6.5% | Added |
| Cladis Investment Advisory, LLC | 13,855 | $2.65M | 1.94% | −375−2.6% | Reduced |
| Lakeridge Wealth Management LLC | 13,850 | $2.64M | 1.71% | −11−0.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 13,829 | $2.64M | 2.01% | +669+5.1% | Added |
| Mason & Associates, LLC | 13,829 | $2.64M | 2.01% | +13,829 | New |
| Keel Point, LLC | 13,763 | $2.63M | 0.27% | −934−6.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,761 | $2.63M | 0.27% | +225+1.7% | Added |
| Leonteq Securities AG | 13,736 | $2.62M | 0.35% | −78−0.6% | Reduced |
| Citizens & Northern Corp | 13,685 | $2.61M | 0.88% | −362−2.6% | Reduced |
| Plato Investment Management Ltd | 13,630 | $2.60M | 0.27% | +12,609+1,235.0% | Added |
| Redwood Investment Management, LLC | 13,542 | $2.59M | 0.25% | −3,221−19.2% | Reduced |
| Monograph Wealth Advisors, LLC | 13,363 | $2.55M | 0.37% | +10,852+432.2% | Added |
| Round Rock Advisors, LLC | 13,325 | $2.54M | 0.61% | +124+0.9% | Added |
| Excalibur Management Corp | 13,303 | $2.54M | 1.08% | −49−0.4% | Reduced |
| Group One Trading, L.P. | 13,279 | $2.54M | 0.09% | −22,913−63.3% | Reduced |
| White Pine Capital LLC | 15,209 | $2.53M | 0.96% | +169+1.1% | Added |
| Confluence Wealth Services, Inc. | 13,228 | $2.53M | 0.23% | −551−4.0% | Reduced |
| Cooper Financial Group | 13,207 | $2.52M | 0.41% | +301+2.3% | Added |
| Lowe Brockenbrough & Co Inc | 13,203 | $2.52M | 0.17% | −1,275−8.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,200 | $2.52M | 1.62% | −312−2.3% | Reduced |
| GSB Wealth Management, LLC | 13,178 | $2.52M | 0.71% | −409−3.0% | Reduced |
| Balentine LLC | 13,136 | $2.51M | 0.07% | +340+2.7% | Added |
| Investment House LLC | 13,125 | $2.51M | 0.15% | +8,900+210.7% | Added |
| Imprint Wealth LLC | 13,190 | $2.50M | 0.61% | +9,969+309.5% | Added |
| Washington Trust Co | 13,098 | $2.50M | 0.09% | +397+3.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,403 | $2.50M | 0.01% | +4,533+51.1% | Added |
| Vaughan David Investments LLC | 13,064 | $2.50M | 0.06% | −485−3.6% | Reduced |
| TFC Financial Management | 13,041 | $2.49M | 0.44% | −33−0.3% | Reduced |
| Chilton Capital Management LLC | 12,959 | $2.47M | 0.12% | −478−3.6% | Reduced |
| Chicago Partners Investment Group LLC | 13,565 | $2.47M | 0.11% | +6,037+80.2% | Added |
| Hilltop Wealth Advisors, LLC | 12,913 | $2.47M | 1.26% | +12,913 | New |
| Citizens Financial Group Inc | 12,901 | $2.46M | 0.08% | −4,248−24.8% | Reduced |
| Griffin Asset Management, Inc. | 12,869 | $2.46M | 0.29% | +1,654+14.7% | Added |
| KKM Financial LLC | 12,845 | $2.45M | 1.20% | +711+5.9% | Added |
| Vise Technologies, Inc. | 12,788 | $2.44M | 0.48% | −1,157−8.3% | Reduced |
| CIC Wealth, LLC | 12,777 | $2.44M | 0.71% | +1,539+13.7% | Added |
| Brown Miller Wealth Management, LLC | 12,756 | $2.44M | 1.07% | +475+3.9% | Added |
| Essex LLC | 12,698 | $2.42M | 0.56% | −185−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 13,165 | $2.42M | 0.09% | −1,475−10.1% | Reduced |
| Leavell Investment Management, Inc. | 12,688 | $2.42M | 0.14% | +226+1.8% | Added |
| Forza Wealth Management, LLC | 12,665 | $2.42M | 1.26% | −50−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,606 | $2.41M | 0.67% | −368−2.8% | Reduced |
| Private Capital Management, LLC | 12,577 | $2.40M | 0.27% | −214−1.7% | Reduced |
| Optimist Retirement Group LLC | 12,574 | $2.40M | 1.23% | −1,060−7.8% | Reduced |
| Ronald Blue Trust, Inc. | 12,572 | $2.40M | 0.03% | −1,615−11.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,566 | $2.40M | 0.08% | +646+5.4% | Added |
| Hudock, Inc. | 12,553 | $2.40M | 0.53% | −310−2.4% | Reduced |
| Private Trust Co NA | 12,554 | $2.40M | 0.26% | +502+4.2% | Added |
| Aull & Monroe Investment Management Corp | 12,480 | $2.38M | 1.09% | 00.0% | Unchanged |
| Intrust Bank NA | 12,478 | $2.38M | 0.26% | −47−0.4% | Reduced |
| Security National Bank of Sioux City Iowa | 12,460 | $2.38M | 1.68% | −598−4.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,451 | $2.38M | 0.26% | +383+3.2% | Added |
| Portside Wealth Group, LLC | 12,403 | $2.37M | 0.44% | −3,226−20.6% | Reduced |
| Cypress Capital, LLC | 12,350 | $2.36M | 0.64% | −2,816−18.6% | Reduced |
| Csenge Advisory Group | 12,331 | $2.35M | 0.13% | +423+3.6% | Added |
| Culbertson A N & Co Inc | 12,305 | $2.35M | 0.41% | −216−1.7% | Reduced |
| Garner Asset Management Corp | 12,297 | $2.35M | 1.20% | −397−3.1% | Reduced |
| Diversified Trust Co | 12,209 | $2.33M | 0.07% | −1,219−9.1% | Reduced |
| Impax Asset Management Group plc | 12,176 | $2.33M | 0.01% | 00.0% | Unchanged |
| Slagle Financial, LLC | 12,137 | $2.32M | 1.26% | −12,813−51.4% | Reduced |
| Congress Wealth Management LLC | 12,124 | $2.32M | 0.04% | −5,935−32.9% | Reduced |
| O'Rourke & Company, Inc | 12,008 | $2.29M | 1.33% | +21+0.2% | Added |
| Pensionfund Sabic | 12,000 | $2.29M | 0.68% | −2,500−17.2% | Reduced |
| Providence Wealth Advisors, LLC | 12,051 | $2.28M | 1.94% | −9,057−42.9% | Reduced |
| Gifford Fong Associates | 11,900 | $2.27M | 0.63% | 00.0% | Unchanged |
| Little House Capital LLC | 11,893 | $2.27M | 0.75% | −929−7.2% | Reduced |
| Zuckerman Investment Group, LLC | 11,860 | $2.26M | 0.26% | +3,022+34.2% | Added |
| Lantz Financial LLC | 11,828 | $2.26M | 0.73% | +311+2.7% | Added |
| JFS Wealth Advisors, LLC | 11,797 | $2.25M | 0.18% | −471−3.8% | Reduced |
| Exencial Wealth Advisors, LLC | 11,779 | $2.25M | 0.08% | −1,740−12.9% | Reduced |
| Peloton Wealth Strategists | 11,765 | $2.25M | 0.91% | −325−2.7% | Reduced |
| Haverford Trust Co | 11,766 | $2.25M | 0.02% | +1,155+10.9% | Added |
| Choate Investment Advisors | 11,680 | $2.23M | 0.06% | +536+4.8% | Added |
| Sage Investment Advisers LLC | 11,652 | $2.23M | 2.55% | −300−2.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 11,652 | $2.23M | 0.36% | −8,194−41.3% | Reduced |
| Valicenti Advisory Services Inc | 11,649 | $2.22M | 0.62% | −150−1.3% | Reduced |
| Aries Wealth Management | 11,637 | $2.22M | 0.72% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,533 | $2.21M | 0.21% | −226−1.9% | Reduced |
| Ceera Investments, LLC | 11,573 | $2.21M | 0.97% | 00.0% | Unchanged |
| Hartline Investment Corp | 11,571 | $2.21M | 0.39% | −40,918−78.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,571 | $2.21M | 0.39% | +149+1.3% | Added |
| StoneX Group Inc. | 11,557 | $2.21M | 0.20% | +690+6.3% | Added |