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
- 2,808
- +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
- 1,094 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 |
|---|---|---|---|---|---|
| LS Investment Advisors, LLC | 6,715 | $1.28M | 0.20% | −100−1.5% | Reduced |
| Cascade Financial Partners, LLC | 7,034 | $1.28M | 0.18% | +7,034 | New |
| Jeppson Wealth Management, LLC | 6,698 | $1.28M | 0.50% | −9−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 6,669 | $1.27M | 0.22% | −498−6.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,668 | $1.27M | 0.20% | +908+15.8% | Added |
| Monetary Management Group Inc | 6,657 | $1.27M | 0.35% | −175−2.6% | Reduced |
| Northeast Investment Management | 6,648 | $1.27M | 0.06% | −545−7.6% | Reduced |
| High Net Worth Advisory Group LLC | 6,639 | $1.27M | 0.40% | +88+1.3% | Added |
| Salem Investment Counselors Inc | 6,621 | $1.26M | 0.04% | +129+2.0% | Added |
| TBH Global Asset Management, LLC | 6,605 | $1.26M | 0.25% | +443+7.2% | Added |
| Harvest Fund Management Co., Ltd | 6,596 | $1.26M | 0.11% | +6,309+2,198.3% | Added |
| GAMMA Investing LLC | 6,582 | $1.26M | 0.26% | +799+13.8% | Added |
| Fairfield, Bush & Co. | 6,582 | $1.26M | 0.75% | +426+6.9% | Added |
| Massmutual Trust Co FSB | 6,580 | $1.26M | 0.04% | +109+1.7% | Added |
| TrinityPoint Wealth, LLC | 6,578 | $1.26M | 0.21% | +2,669+68.3% | Added |
| Foresight Global Investors, Inc. | 6,575 | $1.26M | 0.62% | +6,575 | New |
| Patten & Patten Inc | 6,572 | $1.25M | 0.09% | +468+7.7% | Added |
| Papp L Roy & Associates | 6,570 | $1.25M | 0.15% | −554−7.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,564 | $1.25M | 0.72% | −62−0.9% | Reduced |
| Ironwood Investment Management LLC | 6,560 | $1.25M | 0.61% | 00.0% | Unchanged |
| Oak Associates, Ltd | 6,542 | $1.25M | 0.09% | −47−0.7% | Reduced |
| Cascade Investment Group, Inc. | 6,541 | $1.25M | 0.93% | +93+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 6,524 | $1.25M | 0.23% | −1,423−17.9% | Reduced |
| Citizens National Bank Trust Department | 6,520 | $1.25M | 0.29% | −35−0.5% | Reduced |
| CX Institutional | 6,512 | $1.24M | 0.06% | −41,624−86.5% | Reduced |
| Invst, LLC | 6,518 | $1.24M | 0.15% | −30.0% | Reduced |
| Ontario Teachers Pension Plan Board | 6,478 | $1.24M | 0.01% | −6,404−49.7% | Reduced |
| NewEdge Wealth, LLC | 7,510 | $1.24M | 0.03% | −1,820−19.5% | Reduced |
| Broadwater Capital Management LLC | 6,455 | $1.23M | 0.95% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 6,447 | $1.23M | 0.14% | +765+13.5% | Added |
| Core Wealth Partners LLC | 6,428 | $1.23M | 0.93% | −383−5.6% | Reduced |
| Lloyd Advisory Services, LLC. | 6,420 | $1.23M | 0.26% | +4,772+289.6% | Added |
| GeoWealth Management, LLC | 6,420 | $1.23M | 0.05% | +2,229+53.2% | Added |
| Boston Financial Mangement LLC | 6,419 | $1.23M | 0.04% | +14+0.2% | Added |
| JBR Co Financial Management Inc | 6,404 | $1.22M | 0.98% | −420−6.2% | Reduced |
| M. Kraus & Co | 6,402 | $1.22M | 0.37% | +15+0.2% | Added |
| Stamos Capital Partners, L.P. | 6,400 | $1.22M | 0.28% | −1,280−16.7% | Reduced |
| Manchester Capital Management LLC | 6,395 | $1.22M | 0.15% | −171−2.6% | Reduced |
| Dividend Assets Capital, LLC | 6,389 | $1.22M | 0.26% | −210−3.2% | Reduced |
| World Equity Group, Inc. | 6,388 | $1.22M | 0.25% | −184−2.8% | Reduced |
| Quadrant Capital Group LLC | 6,353 | $1.21M | 0.10% | +260+4.3% | Added |
| FinTrust Capital Advisors, LLC | 6,316 | $1.21M | 0.23% | +1,105+21.2% | Added |
| Aspiriant, LLC | 6,312 | $1.21M | 0.05% | −15−0.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,310 | $1.21M | 0.96% | −25−0.4% | Reduced |
| Peoples Financial Services Corp. | 6,299 | $1.20M | 0.52% | +93+1.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,278 | $1.20M | 0.70% | −196−3.0% | Reduced |
| Simon Quick Advisors, LLC | 6,270 | $1.20M | 0.09% | +523+9.1% | Added |
| Blue Edge Capital, LLC | 6,269 | $1.20M | 0.20% | 00.0% | Unchanged |
| BNP Paribas | 6,381 | $1.20M | 0.06% | +6,381 | New |
| ROI Financial Advisors, LLC | 6,263 | $1.20M | 0.94% | +38+0.6% | Added |
| Selective Wealth Management, Inc. | 6,420 | $1.19M | 0.52% | −200−3.0% | Reduced |
| First County Bank | 6,248 | $1.19M | 0.58% | −144−2.3% | Reduced |
| Capital Asset Advisory Services LLC | 6,301 | $1.19M | 0.07% | −435−6.5% | Reduced |
| Equitable Trust Co | 6,230 | $1.19M | 0.08% | −517−7.7% | Reduced |
| Burt Wealth Advisors | 6,225 | $1.19M | 0.30% | +226+3.8% | Added |
| Mirador Capital Partners LP | 6,220 | $1.19M | 0.23% | +891+16.7% | Added |
| Legacy Financial Advisors, Inc. | 6,216 | $1.19M | 0.21% | +65+1.1% | Added |
| Teamwork Financial Advisors, LLC | 6,207 | $1.19M | 0.18% | +32+0.5% | Added |
| Harbor Investment Advisory, LLC | 6,206 | $1.19M | 0.12% | +293+5.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,199 | $1.18M | 0.04% | +1,127+22.2% | Added |
| Cobblestone Capital Advisors LLC | 6,191 | $1.18M | 0.07% | −40−0.6% | Reduced |
| WoodTrust Financial Corp | 6,189 | $1.18M | 0.19% | +453+7.9% | Added |
| Biltmore Family Office, LLC | 6,183 | $1.18M | 0.23% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,155 | $1.18M | 0.06% | +268+4.6% | Added |
| Trustco Bank Corp N Y | 6,154 | $1.18M | 1.22% | −140−2.2% | Reduced |
| Cahill Financial Advisors Inc | 6,114 | $1.17M | 0.16% | −1,219−16.6% | Reduced |
| Abn Amro Investment Solutions | 6,113 | $1.17M | 0.02% | −1,807−22.8% | Reduced |
| Coco Enterprises, LLC | 6,097 | $1.16M | 0.79% | +40+0.7% | Added |
| Tranquility Partners, LLC | 6,075 | $1.16M | 0.45% | +4,326+247.3% | Added |
| Dynamic Technology Lab Private Ltd | 6,062 | $1.16M | 0.12% | +6,062 | New |
| Gateway Investment Advisers LLC | 6,060 | $1.16M | 0.01% | −612−9.2% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $1.15M | 0.04% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 6,191 | $1.15M | 0.64% | −16−0.3% | Reduced |
| Summit Asset Management, LLC | 6,019 | $1.15M | 0.25% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,009 | $1.15M | 0.09% | +436+7.8% | Added |
| Heritage Trust Co | 6,001 | $1.15M | 0.15% | −79−1.3% | Reduced |
| AdvisorNet Financial, Inc | 5,997 | $1.15M | 0.11% | +1,309+27.9% | Added |
| Coastwise Capital Group, LLC | 5,960 | $1.14M | 1.06% | −2,818−32.1% | Reduced |
| Paragon Private Wealth Management, LLC | 5,912 | $1.13M | 0.67% | +427+7.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,895 | $1.13M | 0.04% | −2,147−26.7% | Reduced |
| Nomura Holdings Inc | 5,889 | $1.12M | 0.01% | −5,870−49.9% | Reduced |
| Norden Group LLC | 5,880 | $1.12M | 0.23% | +824+16.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,002 | $1.12M | 0.61% | +1,303+27.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,837 | $1.11M | 0.40% | −10−0.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,831 | $1.11M | 0.86% | +50+0.9% | Added |
| Focus Financial Network, Inc. | 6,115 | $1.11M | 0.05% | +6,115 | New |
| Wealth Alliance Advisory Group, LLC | 5,797 | $1.11M | 0.26% | +950+19.6% | Added |
| Roffman Miller Associates Inc | 5,779 | $1.10M | 0.07% | −317−5.2% | Reduced |
| Cowa, LLC | 5,779 | $1.10M | 0.65% | +20.0% | Added |
| Heartwood Wealth Advisors LLC | 5,743 | $1.10M | 0.14% | −244−4.1% | Reduced |
| Meridian Wealth Advisors, LLC | 5,739 | $1.10M | 0.21% | −13−0.2% | Reduced |
| Hoylecohen, LLC | 5,715 | $1.09M | 0.08% | −82−1.4% | Reduced |
| Inceptionr LLC | 5,713 | $1.09M | 0.28% | +2,298+67.3% | Added |
| Coastal Bridge Advisors, LLC | 5,712 | $1.09M | 0.25% | +117+2.1% | Added |
| Cross Staff Investments Inc | 5,704 | $1.09M | 0.92% | −63−1.1% | Reduced |
| Wealth Alliance | 5,700 | $1.09M | 0.14% | −46−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,661 | $1.08M | 0.15% | −150−2.6% | Reduced |
| Hancock Whitney Corp | 5,650 | $1.08M | 0.04% | −127−2.2% | Reduced |
| Verition Fund Management LLC | 5,647 | $1.08M | 0.01% | −2,862−33.6% | Reduced |
| Harbour Investments, Inc. | 5,641 | $1.08M | 0.04% | +386+7.3% | Added |