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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 5,632 | $1.08M | 0.11% | +6+0.1% | Added |
| PFG Advisors | 5,629 | $1.07M | 0.08% | +422+8.1% | Added |
| My Legacy Advisors, LLC | 5,600 | $1.07M | 0.36% | −15−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,597 | $1.07M | 0.11% | −40−0.7% | Reduced |
| Veracity Capital LLC | 5,586 | $1.07M | 0.41% | −1,976−26.1% | Reduced |
| Financial Advocates Investment Management | 5,577 | $1.07M | 0.06% | +583+11.7% | Added |
| Delta Asset Management LLC | 5,571 | $1.06M | 0.09% | −418−7.0% | Reduced |
| Allied Investment Advisors, LLC | 5,559 | $1.06M | 0.26% | −380−6.4% | Reduced |
| Lion Street Advisors, LLC | 6,486 | $1.06M | 0.43% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5,526 | $1.06M | 1.08% | −899−14.0% | Reduced |
| Insight Advisors, LLC | 5,520 | $1.05M | 0.20% | +36+0.7% | Added |
| Bath Savings Trust Co | 5,518 | $1.05M | 0.11% | +373+7.2% | Added |
| Beverly Hills Private Wealth, LLC | 5,506 | $1.05M | 0.24% | −706−11.4% | Reduced |
| Summit Financial Group Inc | 5,504 | $1.05M | 0.37% | −232−4.0% | Reduced |
| Mount Vernon Associates Inc | 5,505 | $1.05M | 0.89% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,501 | $1.05M | 0.55% | +610+12.5% | Added |
| Navellier & Associates Inc | 5,491 | $1.05M | 0.13% | −123−2.2% | Reduced |
| Headinvest, LLC | 5,475 | $1.05M | 0.20% | +856+18.5% | Added |
| Mill Capital Management, LLC | 5,465 | $1.04M | 0.09% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,465 | $1.04M | 0.22% | +23+0.4% | Added |
| Winthrop Advisory Group LLC | 5,454 | $1.04M | 0.15% | −195−3.5% | Reduced |
| Bellecapital International Ltd. | 5,452 | $1.04M | 0.23% | −890−14.0% | Reduced |
| VisionPoint Advisory Group, LLC | 5,443 | $1.04M | 0.37% | −247−4.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,435 | $1.04M | 0.04% | −2,353−30.2% | Reduced |
| Clarius Group, LLC | 5,430 | $1.04M | 0.07% | −1,179−17.8% | Reduced |
| Boltwood Capital Management | 5,430 | $1.04M | 0.32% | −105−1.9% | Reduced |
| LBMC Investment Advisors, LLC | 5,420 | $1.04M | 0.09% | +12+0.2% | Added |
| Grandview Asset Management LLC | 5,419 | $1.03M | 0.47% | −105−1.9% | Reduced |
| Operose Advisors LLC | 5,409 | $1.03M | 0.35% | +100+1.9% | Added |
| SOL Capital Management CO | 5,399 | $1.03M | 0.13% | −22−0.4% | Reduced |
| KLCM Advisors, Inc. | 5,392 | $1.03M | 0.13% | −1,174−17.9% | Reduced |
| MBA Advisors LLC | 5,389 | $1.03M | 0.53% | +191+3.7% | Added |
| Kades & Cheifetz LLC | 5,379 | $1.03M | 0.66% | −19−0.4% | Reduced |
| Monte Financial Group, LLC | 5,374 | $1.03M | 0.45% | −76−1.4% | Reduced |
| Acorn Wealth Advisors, LLC | 5,357 | $1.02M | 0.53% | −84−1.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,355 | $1.02M | 0.71% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,346 | $1.02M | 0.23% | +156+3.0% | Added |
| Koshinski Asset Management, Inc. | 5,337 | $1.02M | 0.10% | −1,199−18.3% | Reduced |
| Beaton Management Co. Inc. | 5,334 | $1.02M | 0.55% | −2,030−27.6% | Reduced |
| Sentry Investment Management LLC | 5,297 | $1.01M | 0.39% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5,299 | $1.01M | 0.08% | +164+3.2% | Added |
| Obsidian Personal Planning Solutions LLC | 6,083 | $1.01M | 0.66% | −179−2.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,293 | $1.01M | 0.11% | +600+12.8% | Added |
| Ransom Advisory, Ltd | 5,265 | $1.01M | 0.54% | +5,265 | New |
| Oak Asset Management, LLC | 5,249 | $1.00M | 0.37% | +3+0.1% | Added |
| Personal Cfo Solutions, LLC | 5,235 | $999.8K | 0.16% | −713−12.0% | Reduced |
| Stratos Wealth Advisors, LLC | 5,235 | $999.8K | 0.06% | −26,909−83.7% | Reduced |
| Western Wealth Management, LLC | 5,227 | $998.2K | 0.08% | −2,879−35.5% | Reduced |
| Congress Park Capital LLC | 5,223 | $997.4K | 0.44% | +1,360+35.2% | Added |
| Financial Engines Advisors L.L.C. | 5,202 | $993.4K | 0.00% | +1,861+55.7% | Added |
| Joseph P. Lucia & Associates, LLC | 5,196 | $992.2K | 0.53% | −342−6.2% | Reduced |
| Northeast Financial Consultants Inc | 5,192 | $991.5K | 0.05% | +1,178+29.3% | Added |
| Keudell/Morrison Wealth Management | 5,181 | $989.3K | 0.30% | −100−1.9% | Reduced |
| Pitcairn Co | 5,180 | $989.2K | 0.06% | +444+9.4% | Added |
| Benin Management CORP | 5,166 | $986.5K | 0.31% | +99+2.0% | Added |
| Talbot Financial, LLC | 5,165 | $986.3K | 0.13% | +5,165 | New |
| Premier Path Wealth Partners, LLC | 5,160 | $985.4K | 0.19% | +3+0.1% | Added |
| GM Advisory Group, Inc. | 5,159 | $985.1K | 0.07% | −46−0.9% | Reduced |
| 9258 Wealth Management, LLC | 5,153 | $983.9K | 0.15% | +20.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 5,107 | $975.2K | 0.62% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,088 | $971.6K | 0.08% | −4,116−44.7% | Reduced |
| Capstone Financial Advisors, Inc. | 5,061 | $966.4K | 0.06% | +120+2.4% | Added |
| Highlander Capital Management, LLC | 5,050 | $964.3K | 0.33% | −60−1.2% | Reduced |
| Heritage Financial Services, LLC | 5,050 | $964.3K | 0.14% | +108+2.2% | Added |
| Claro Advisors LLC | 5,049 | $964.1K | 0.17% | +307+6.5% | Added |
| Proquility Private Wealth Partners, LLC | 5,033 | $961.1K | 0.33% | −641−11.3% | Reduced |
| Oxbow Advisors, LLC | 5,019 | $958.4K | 0.13% | −73−1.4% | Reduced |
| Apexium Financial, LP | 5,017 | $958.1K | 0.07% | −19,260−79.3% | Reduced |
| Tobam | 5,009 | $957.0K | 0.09% | −179−3.5% | Reduced |
| Trust Co of the South | 5,004 | $955.6K | 0.22% | −32−0.6% | Reduced |
| United Community Bank | 5,002 | $955.2K | 0.37% | −142−2.8% | Reduced |
| Capital Management Associates | 5,000 | $954.8K | 1.14% | +500+11.1% | Added |
| Campbell Wealth Management | 4,994 | $954.0K | 0.09% | +3,296+194.1% | Added |
| Prentice Wealth Management LLC | 4,993 | $953.5K | 0.33% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,997 | $948.6K | 0.41% | −100−2.0% | Reduced |
| Roman Butler Fullerton & Co | 5,206 | $947.0K | 0.35% | −105−2.0% | Reduced |
| Addison Advisors LLC | 4,937 | $942.8K | 0.32% | +27+0.5% | Added |
| Silver Oak Securities, Inc | 4,937 | $942.7K | 0.14% | +4+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,931 | $941.6K | 0.14% | −258−5.0% | Reduced |
| S. R. Schill & Associates | 4,931 | $941.6K | 0.41% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 4,928 | $941.0K | 0.05% | 00.0% | Unchanged |
| SFMG, LLC | 4,924 | $940.3K | 0.08% | +39+0.8% | Added |
| EPG Wealth Management LLC | 4,917 | $938.9K | 0.23% | +10+0.2% | Added |
| Castle Rock Wealth Management, LLC | 5,710 | $938.2K | 0.26% | +89+1.6% | Added |
| Eqis Capital Management, Inc. | 4,901 | $935.8K | 0.08% | −826−14.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,900 | $935.6K | 0.15% | −210−4.1% | Reduced |
| Washington Capital Management Inc | 4,885 | $932.8K | 0.76% | −155−3.1% | Reduced |
| Stablepoint Partners, LLC | 4,884 | $932.6K | 0.19% | +493+11.2% | Added |
| First Western Trust Bank | 4,881 | $932.1K | 0.04% | −705−12.6% | Reduced |
| TCG Advisory Services, LLC | 4,876 | $931.2K | 0.05% | +1,043+27.2% | Added |
| Accurate Wealth Management, LLC | 5,106 | $927.1K | 0.27% | −188−3.6% | Reduced |
| Strategic Financial Services, Inc, | 4,852 | $926.5K | 0.06% | −140−2.8% | Reduced |
| TrueWealth Advisors, LLC | 4,831 | $922.5K | 0.36% | −30−0.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,852 | $919.2K | 0.43% | +167+3.6% | Added |
| Hoxton Planning & Management, LLC | 4,804 | $917.3K | 0.44% | +75+1.6% | Added |
| Coombe, Bender & Co LLC | 4,799 | $916.6K | 0.56% | −237−4.7% | Reduced |
| Morningstar Investment Services LLC | 4,771 | $910.0K | 0.01% | −2,666−35.8% | Reduced |
| Broderick Brian C | 4,762 | $909.4K | 0.19% | +2,600+120.3% | Added |
| Evergreen Wealth Solutions, LLC | 4,762 | $909.3K | 0.67% | −360−7.0% | Reduced |
| Blossom Wealth Management | 4,721 | $901.5K | 2.17% | +30+0.6% | Added |