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 |
|---|---|---|---|---|---|
| Cary Street Partners Asset Management LLC | 11,553 | $2.21M | 0.34% | −1,051−8.3% | Reduced |
| St Germain D J Co Inc | 11,541 | $2.20M | 0.11% | −488−4.1% | Reduced |
| Trust Point Inc. | 11,535 | $2.20M | 0.17% | −2,629−18.6% | Reduced |
| S.E.E.D. Planning Group LLC | 11,520 | $2.20M | 0.80% | +6,127+113.6% | Added |
| MONECO Advisors, LLC | 11,501 | $2.20M | 0.35% | +3,505+43.8% | Added |
| International Assets Investment Management, LLC | 11,559 | $2.19M | 0.23% | −4,665−28.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,054 | $2.19M | 0.02% | −29−0.2% | Reduced |
| Keystone Financial Planning, Inc. | 11,458 | $2.19M | 0.71% | −38,905−77.2% | Reduced |
| Core Wealth Advisors, Inc. | 11,434 | $2.18M | 0.74% | +11,434 | New |
| Clark Financial Services Group Inc | 11,354 | $2.17M | 2.61% | +574+5.3% | Added |
| LVM Capital Management Ltd | 11,329 | $2.16M | 0.26% | +135+1.2% | Added |
| Milestone Asset Management, LLC | 11,314 | $2.16M | 0.62% | +11,314 | New |
| Focused Wealth Management, Inc | 11,305 | $2.16M | 0.34% | +88+0.8% | Added |
| Marks Group Wealth Management, Inc | 11,289 | $2.16M | 0.23% | +2,432+27.5% | Added |
| Qtron Investments LLC | 11,274 | $2.15M | 0.31% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 11,274 | $2.15M | 0.13% | +3,625+47.4% | Added |
| Meeder Advisory Services, Inc. | 11,215 | $2.14M | 0.22% | +870+8.4% | Added |
| Gratus Capital LLC | 11,142 | $2.13M | 0.10% | +3,795+51.7% | Added |
| Dorsey & Whitney Trust CO LLC | 11,137 | $2.13M | 0.15% | +127+1.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,113 | $2.12M | 0.25% | +5,059+83.6% | Added |
| Allegheny Financial Group LTD | 11,112 | $2.12M | 0.65% | −934−7.8% | Reduced |
| Zurich Insurance Group Ltd | 11,100 | $2.12M | 0.02% | +11,100 | New |
| Nicholas Hoffman & Company, LLC. | 11,087 | $2.12M | 0.11% | −1,070−8.8% | Reduced |
| Signet Financial Management, LLC | 11,076 | $2.12M | 0.29% | +9,840+796.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,028 | $2.11M | 1.26% | −8,980−44.9% | Reduced |
| Raleigh Capital Management Inc. | 11,001 | $2.10M | 0.91% | +300+2.8% | Added |
| Hedges Asset Management LLC | 11,000 | $2.10M | 1.47% | −100−0.9% | Reduced |
| InterOcean Capital Group, LLC | 10,996 | $2.10M | 0.05% | −6,511−37.2% | Reduced |
| Pinnacle Holdings, LLC | 10,967 | $2.09M | 0.84% | −785−6.7% | Reduced |
| Roble, Belko & Company, Inc | 10,959 | $2.09M | 0.36% | +10,705+4,214.6% | Added |
| Transatlantique Private Wealth LLC | 11,060 | $2.09M | 0.91% | −425−3.7% | Reduced |
| Evergreen Capital Management LLC | 10,919 | $2.09M | 0.08% | −716−6.2% | Reduced |
| Donaldson Capital Management, LLC | 10,912 | $2.08M | 0.09% | −36−0.3% | Reduced |
| First National Bank of Omaha | 8,370 | $2.08M | 0.14% | −1,438−14.7% | Reduced |
| Marco Investment Management LLC | 10,861 | $2.07M | 0.20% | +1,172+12.1% | Added |
| Geneos Wealth Management Inc. | 10,845 | $2.07M | 0.09% | +58+0.5% | Added |
| TCM Advisors, LLC | – | $2.06M | 1.62% | – | – |
| Cornell Pochily Investment Advisors, Inc. | 10,796 | $2.06M | 0.82% | +12+0.1% | Added |
| Midland Wealth Advisors LLC | 10,773 | $2.06M | 0.13% | +2,459+29.6% | Added |
| Cito Capital Group, LLC | 10,747 | $2.05M | 0.84% | +208+2.0% | Added |
| Woodward Diversified Capital, LLC | 10,726 | $2.05M | 1.28% | +56+0.5% | Added |
| Birchbrook, Inc. | 10,714 | $2.05M | 1.22% | −1,611−13.1% | Reduced |
| Kessler Investment Group, LLC | 10,712 | $2.05M | 1.27% | +2,548+31.2% | Added |
| L2 Asset Management, LLC | 10,705 | $2.04M | 0.67% | +1,666+18.4% | Added |
| Trust Investment Advisors | 10,705 | $2.04M | 1.48% | −1,258−10.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,700 | $2.04M | 1.52% | +200+1.9% | Added |
| Independent Solutions Wealth Management, LLC | 10,697 | $2.04M | 0.48% | −336−3.0% | Reduced |
| Allianz SE | 10,689 | $2.04M | 0.06% | +10,689 | New |
| Quest Investment Management LLC | 10,684 | $2.04M | 0.23% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 11,915 | $2.04M | 1.10% | +11,915 | New |
| Founders Financial Securities LLC | 10,660 | $2.04M | 0.21% | −841−7.3% | Reduced |
| Ledyard National Bank | 10,630 | $2.03M | 0.20% | −14−0.1% | Reduced |
| Compass Ion Advisors, LLC | 10,626 | $2.03M | 0.29% | −102−1.0% | Reduced |
| Schulhoff & Co Inc | 10,619 | $2.03M | 0.89% | +95+0.9% | Added |
| Two Sigma Investments, LP | 10,600 | $2.02M | 0.00% | −113,003−91.4% | Reduced |
| Tower Bridge Advisors | 10,591 | $2.02M | 0.21% | −896−7.8% | Reduced |
| Smith Anglin Financial, LLC | 10,589 | $2.02M | 0.21% | +212+2.0% | Added |
| Ausdal Financial Partners, Inc. | 10,540 | $2.01M | 0.23% | −540−4.9% | Reduced |
| Duff & Phelps Investment Management Co | 10,539 | $2.01M | 0.02% | +449+4.4% | Added |
| Hunter Associates Investment Management LLC | 10,551 | $2.01M | 0.34% | +285+2.8% | Added |
| First Trust Investment Solutions L.P. | 10,513 | $2.01M | 0.35% | +190+1.8% | Added |
| Key Client Fiduciary Advisors, LLC | 10,498 | $2.00M | 1.06% | +269+2.6% | Added |
| Bailard, Inc. | 10,470 | $2.00M | 0.06% | +5,323+103.4% | Added |
| Silverberg Bernstein Capital Management LLC | 10,470 | $2.00M | 1.96% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,465 | $2.00M | 0.07% | +756+7.8% | Added |
| Trust Asset Management LLC | 10,452 | $2.00M | 0.17% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 10,440 | $1.99M | 0.98% | +2,321+28.6% | Added |
| Meridian Investment Counsel Inc. | 10,438 | $1.99M | 0.66% | −75−0.7% | Reduced |
| Provenance Wealth Advisors, LLC | 10,437 | $1.99M | 0.28% | +295+2.9% | Added |
| Altman Advisors, Inc. | 10,485 | $1.99M | 0.97% | +187+1.8% | Added |
| Ironwood Financial, llc | 10,420 | $1.99M | 0.46% | +40+0.4% | Added |
| South Dakota Investment Council | 10,414 | $1.99M | 0.04% | −1,000−8.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 10,414 | $1.99M | 0.53% | −115−1.1% | Reduced |
| Centennial Wealth Advisory LLC | 10,389 | $1.98M | 0.92% | −13−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 10,383 | $1.98M | 0.26% | −607−5.5% | Reduced |
| Physicians Financial Services, Inc. | 10,356 | $1.98M | 0.70% | −50−0.5% | Reduced |
| Hamel Associates, Inc. | 10,350 | $1.98M | 0.63% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 10,346 | $1.98M | 1.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,300 | $1.97M | 0.07% | +10,300 | New |
| Caldwell Sutter Capital, Inc. | 10,284 | $1.96M | 0.95% | −454−4.2% | Reduced |
| First City Capital Management, Inc. | 10,262 | $1.96M | 1.09% | +151+1.5% | Added |
| Beese Fulmer Investment Management, Inc. | 10,224 | $1.95M | 0.18% | +50+0.5% | Added |
| Ameritas Advisory Services, LLC | 11,119 | $1.95M | 0.08% | −156−1.4% | Reduced |
| Gen-Wealth Partners Inc | 10,213 | $1.95M | 0.97% | +10,213 | New |
| Sutton Place Investors LLC | 10,210 | $1.95M | 0.96% | +3,269+47.1% | Added |
| Flagship Harbor Advisors, LLC | 10,201 | $1.95M | 0.13% | +595+6.2% | Added |
| Alternative Investment Advisors, LLC. | 10,247 | $1.95M | 1.17% | +24+0.2% | Added |
| Bowen Hanes & Co Inc | 10,155 | $1.94M | 0.06% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10,130 | $1.93M | 0.11% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,113 | $1.93M | 0.17% | −142−1.4% | Reduced |
| SlateStone Wealth, LLC | 10,096 | $1.93M | 0.19% | +4,581+83.1% | Added |
| Arvest Investments, Inc. | 10,089 | $1.93M | 0.31% | +10,089 | New |
| Rehmann Capital Advisory Group | 10,077 | $1.92M | 0.14% | +426+4.4% | Added |
| Cidel Asset Management Inc | 10,046 | $1.92M | 0.15% | −466−4.4% | Reduced |
| Westport Asset Management Inc | 10,000 | $1.91M | 0.95% | 00.0% | Unchanged |
| OV Management LLC | 10,000 | $1.91M | 1.38% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 9,992 | $1.91M | 0.22% | −3,227−24.4% | Reduced |
| Peddock Capital Advisors, LLC | 9,982 | $1.91M | 0.50% | +603+6.4% | Added |
| Zullo Investment Group, Inc. | 9,969 | $1.90M | 0.89% | +34+0.3% | Added |
| Hartford Financial Management Inc. | 9,957 | $1.90M | 0.40% | −18−0.2% | Reduced |