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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 8,278 | $1.58M | 0.03% | +1,891+29.6% | Added |
| Uncommon Cents Investing LLC | 8,248 | $1.58M | 0.48% | +565+7.4% | Added |
| Cedar Brook Financial Partners, LLC | 8,246 | $1.57M | 0.31% | +42+0.5% | Added |
| Waldron Private Wealth LLC | 8,241 | $1.57M | 0.07% | +51+0.6% | Added |
| Cozad Asset Management Inc | 8,216 | $1.57M | 0.16% | −730−8.2% | Reduced |
| Ancora Advisors, LLC | 8,214 | $1.57M | 0.04% | +183+2.3% | Added |
| Atlantic Union Bankshares Corp | 8,208 | $1.57M | 0.13% | 00.0% | Unchanged |
| Pingora Partners LLC | 8,190 | $1.56M | 1.14% | +30+0.4% | Added |
| Nichols & Pratt Advisers LLP | 8,162 | $1.56M | 0.10% | +40.0% | Added |
| Becker Capital Management Inc | 8,157 | $1.56M | 0.05% | −154−1.9% | Reduced |
| Clarkston Capital Partners, LLC | 8,151 | $1.56M | 0.03% | 00.0% | Unchanged |
| Weik Capital Management | 8,150 | $1.56M | 0.66% | −165−2.0% | Reduced |
| Oder Investment Management, LLC | 8,107 | $1.55M | 1.44% | −135−1.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 8,104 | $1.55M | 0.73% | +1,537+23.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,094 | $1.55M | 0.53% | +990+13.9% | Added |
| CWS Financial Advisors, LLC | 8,081 | $1.54M | 0.63% | −147−1.8% | Reduced |
| Sierra Summit Advisors LLC | 8,075 | $1.54M | 0.42% | +57+0.7% | Added |
| Chicago Capital, LLC | 8,048 | $1.54M | 0.05% | +69+0.9% | Added |
| Boothe Investment Group, Inc. | 8,046 | $1.54M | 0.78% | −1,501−15.7% | Reduced |
| Access Financial Services, Inc. | 8,036 | $1.53M | 0.69% | −9−0.1% | Reduced |
| Forum Financial Management, LP | 8,020 | $1.53M | 0.03% | −207−2.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.53M | 0.48% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 8,301 | $1.52M | 0.09% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 7,981 | $1.52M | 0.06% | +47+0.6% | Added |
| Financial Advisory Service, Inc. | 7,976 | $1.52M | 0.13% | +394+5.2% | Added |
| Gitterman Wealth Management, LLC | 7,967 | $1.52M | 0.59% | −63−0.8% | Reduced |
| Aaron Wealth Advisors | 7,950 | $1.52M | 0.22% | −4,258−34.9% | Reduced |
| Long Run Wealth Advisors, LLC | 7,878 | $1.50M | 0.40% | +10.0% | Added |
| Anchor Investment Management, LLC | 7,877 | $1.50M | 0.16% | +1,466+22.9% | Added |
| BSW Wealth Partners | 7,858 | $1.50M | 0.25% | +143+1.9% | Added |
| Means Investment Co., Inc. | 7,841 | $1.50M | 0.19% | −189−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,819 | $1.49M | 0.16% | +100+1.3% | Added |
| Hexagon Capital Partners LLC | 7,810 | $1.49M | 0.33% | +569+7.9% | Added |
| Moody National Bank Trust Division | 7,807 | $1.49M | 0.12% | −87−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 7,804 | $1.49M | 0.25% | −30,135−79.4% | Reduced |
| Exchange Bank | 7,777 | $1.49M | 1.22% | −57−0.7% | Reduced |
| Venturi Wealth Management, LLC | 7,764 | $1.48M | 0.10% | +48+0.6% | Added |
| Roanoke Asset Management Corp | 7,750 | $1.48M | 0.49% | +175+2.3% | Added |
| Cornercap Investment Counsel Inc | 7,694 | $1.47M | 0.23% | −51−0.7% | Reduced |
| Advisory Alpha, LLC | 7,683 | $1.47M | 0.06% | +114+1.5% | Added |
| Palumbo Wealth Management LLC | 7,680 | $1.47M | 0.66% | +2,461+47.2% | Added |
| Home Federal Bank of Tennessee | 7,672 | $1.47M | 0.45% | 00.0% | Unchanged |
| Athena Investment Management | 7,666 | $1.46M | 0.88% | −48−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 7,665 | $1.46M | 0.15% | +145+1.9% | Added |
| Founders Financial Alliance, LLC | 7,628 | $1.46M | 0.44% | +431+6.0% | Added |
| PBMares Wealth Management LLC | 7,608 | $1.45M | 0.38% | +485+6.8% | Added |
| Onyx Bridge Wealth Group LLC | 8,673 | $1.45M | 0.26% | +1,147+15.2% | Added |
| Arjuna Capital | 7,545 | $1.44M | 0.41% | +7,545 | New |
| Davis R M Inc | 7,542 | $1.44M | 0.03% | +65+0.9% | Added |
| Donald L. Hagan, LLC | 7,524 | $1.44M | 0.76% | −132−1.7% | Reduced |
| Whitener Capital Management, Inc. | 7,520 | $1.44M | 0.47% | +90+1.2% | Added |
| Caption Management, LLC | 7,500 | $1.43M | 0.16% | +7,500 | New |
| Parcion Private Wealth LLC | 7,482 | $1.43M | 0.13% | +273+3.8% | Added |
| Brave Asset Management Inc | 7,479 | $1.43M | 0.37% | −668−8.2% | Reduced |
| Avidian Wealth Solutions, LLC | 7,479 | $1.43M | 0.08% | −858−10.3% | Reduced |
| Meridian Management Co | 7,467 | $1.43M | 0.39% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 7,446 | $1.42M | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7,439 | $1.42M | 0.32% | −4,117−35.6% | Reduced |
| Grove Bank & Trust | 7,430 | $1.42M | 0.24% | −63−0.8% | Reduced |
| Mystic Asset Management, Inc. | 7,425 | $1.42M | 0.59% | +228+3.2% | Added |
| Plancorp, LLC | 7,417 | $1.42M | 0.06% | +194+2.7% | Added |
| Berkshire Asset Management LLC | 7,395 | $1.41M | 0.07% | −15−0.2% | Reduced |
| Essex Savings Bank | 8,592 | $1.41M | 0.41% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 7,316 | $1.40M | 0.19% | +4,641+173.5% | Added |
| Northern Financial Advisors Inc | 7,308 | $1.40M | 1.09% | −11−0.2% | Reduced |
| Delta Financial Group, Inc. | 7,307 | $1.40M | 0.41% | +74+1.0% | Added |
| Northwest Bancshares, Inc. | 7,293 | $1.39M | 0.22% | −576−7.3% | Reduced |
| Formidable Asset Management, LLC | 7,281 | $1.39M | 0.23% | +4,365+149.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,272 | $1.39M | 0.54% | −1,119−13.3% | Reduced |
| Range Financial Group LLC | 7,269 | $1.39M | 0.72% | +74+1.0% | Added |
| Verdad Advisers, LP | 7,232 | $1.38M | 1.50% | +7,232 | New |
| Caldwell Trust Co | 7,221 | $1.38M | 0.16% | −8,387−53.7% | Reduced |
| Warner Financial, Inc | 7,198 | $1.38M | 0.69% | +4+0.1% | Added |
| Ridgewood Investments LLC | 7,156 | $1.37M | 0.72% | −1,185−14.2% | Reduced |
| Fort Sheridan Advisors LLC | 7,133 | $1.36M | 0.26% | +267+3.9% | Added |
| Nilsine Partners, LLC | 7,119 | $1.36M | 0.19% | +1,247+21.2% | Added |
| First National Bank & Trust Co of Newtown | 7,117 | $1.36M | 0.28% | +1,208+20.4% | Added |
| Summit Trail Advisors, LLC | 7,081 | $1.35M | 0.04% | +1,859+35.6% | Added |
| Tradition Wealth Management, LLC | 7,073 | $1.35M | 0.14% | +2,618+58.8% | Added |
| Rossmore Private Capital | 7,015 | $1.34M | 0.18% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 7,011 | $1.34M | 0.01% | +3,039+76.5% | Added |
| Capstone Triton Financial Group, LLC | 7,001 | $1.34M | 0.95% | +19+0.3% | Added |
| Twin Focus Capital Partners, LLC | 7,000 | $1.34M | 0.25% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6,940 | $1.33M | 0.15% | −191−2.7% | Reduced |
| Thrive Wealth Management, LLC | 6,940 | $1.33M | 0.27% | −371−5.1% | Reduced |
| Castlekeep Investment Advisors LLC | 6,932 | $1.32M | 0.95% | −1,124−14.0% | Reduced |
| Marietta Investment Partners LLC | 6,926 | $1.32M | 0.29% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,924 | $1.32M | 0.48% | −502−6.8% | Reduced |
| Renaissance Investment Group LLC | 6,898 | $1.32M | 0.30% | +285+4.3% | Added |
| IVC Wealth Advisors LLC | 6,898 | $1.32M | 0.76% | +1,003+17.0% | Added |
| Pettyjohn, Wood & White, Inc | 6,871 | $1.31M | 0.26% | −226−3.2% | Reduced |
| Country Club Bank | 6,863 | $1.31M | 0.09% | −1,050−13.3% | Reduced |
| Global Financial Private Client, LLC | 6,897 | $1.31M | 0.56% | +1,727+33.4% | Added |
| MJP Associates Inc | 6,839 | $1.31M | 0.28% | +300+4.6% | Added |
| Westpac Banking Corp | 6,800 | $1.30M | 0.10% | +6,800 | New |
| TCI Wealth Advisors, Inc. | 6,790 | $1.30M | 0.13% | −157−2.3% | Reduced |
| Sunburst Financial Group, LLC | 6,823 | $1.30M | 0.37% | −134−1.9% | Reduced |
| Strategic Blueprint, LLC | 6,749 | $1.29M | 0.09% | +329+5.1% | Added |
| River & Mercantile Asset Management LLP | 6,745 | $1.29M | 0.32% | −20,075−74.9% | Reduced |
| Albion Financial Group | 6,715 | $1.28M | 0.10% | 00.0% | Unchanged |