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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 4,717 | $900.8K | 0.19% | −137−2.8% | Reduced |
| Liberty Wealth Management LLC | 4,702 | $898.0K | 0.18% | +71+1.5% | Added |
| Crewe Advisors LLC | 4,702 | $897.9K | 0.10% | +4,702 | New |
| Impact Partnership Wealth, LLC | 4,701 | $897.8K | 0.36% | −897−16.0% | Reduced |
| Manchester Financial Inc | 4,686 | $894.8K | 0.23% | +103+2.2% | Added |
| Vaughan & Co Securities, Inc. | 4,681 | $893.9K | 0.57% | −598−11.3% | Reduced |
| Sage Mountain Advisors LLC | 4,676 | $893.0K | 0.09% | +1,520+48.2% | Added |
| Wealth Management Associates, Inc. | 5,152 | $891.0K | 0.42% | −1,240−19.4% | Reduced |
| Certified Advisory Corp | 4,659 | $889.6K | 0.12% | +195+4.4% | Added |
| Cultivar Capital, Inc. | 4,653 | $888.5K | 0.76% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,651 | $888.2K | 0.19% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,637 | $885.5K | 0.14% | −42−0.9% | Reduced |
| Sovereign Financial Group, Inc. | 4,636 | $885.4K | 0.24% | +1,058+29.6% | Added |
| St. Louis Trust Co | 4,632 | $884.5K | 0.14% | +1,132+32.3% | Added |
| DF Dent & Co Inc | 4,631 | $884.3K | 0.01% | +17+0.4% | Added |
| Alpha Cubed Investments, LLC | 4,630 | $884.1K | 0.05% | +1,900+69.6% | Added |
| Stokes Family Office, LLC | 4,617 | $881.6K | 0.11% | +1,166+33.8% | Added |
| Boston Research & Management Inc | 4,603 | $879.0K | 0.22% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 4,602 | $878.8K | 0.36% | +16+0.3% | Added |
| Summit Financial, LLC | 4,597 | $877.8K | 0.05% | −235−4.9% | Reduced |
| Powell Investment Advisors, LLC | 4,569 | $872.5K | 0.46% | −10−0.2% | Reduced |
| IMZ Advisory Inc | 4,565 | $871.8K | 0.45% | +152+3.4% | Added |
| Fiera Capital Corp | 4,565 | $871.7K | 0.00% | −205−4.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,554 | $869.7K | 0.36% | −464−9.2% | Reduced |
| Plotkin Financial Advisors, LLC | 4,552 | $869.3K | 0.58% | +4,552 | New |
| NCM Capital Management, LLC | 4,551 | $869.1K | 0.49% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,529 | $865.0K | 0.13% | −77−1.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,527 | $864.5K | 0.18% | −1,726−27.6% | Reduced |
| Proathlete Wealth Management LLC | 4,523 | $863.8K | 0.46% | −124−2.7% | Reduced |
| Ti-Trust, Inc | 4,522 | $863.5K | 0.63% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,521 | $863.2K | 0.13% | −845−15.7% | Reduced |
| Everhart Financial Group, Inc. | 4,518 | $863.1K | 0.25% | +321+7.6% | Added |
| Copperwynd Financial, LLC | 4,516 | $862.4K | 0.31% | −132−2.8% | Reduced |
| Conning Inc. | 4,513 | $861.8K | 0.03% | +877+24.1% | Added |
| Fortitude Advisory Group L.L.C. | 4,508 | $860.8K | 0.49% | +100+2.3% | Added |
| AlTi Global, Inc. | 4,505 | $860.3K | 0.02% | +2,310+105.2% | Added |
| Avestar Capital, LLC | 4,495 | $858.4K | 0.10% | +950+26.8% | Added |
| Sage Advisors, LLC | 4,480 | $855.5K | 0.76% | +23+0.5% | Added |
| Thoroughbred Financial Services, LLC | 4,480 | $855.0K | 0.08% | −4,278−48.8% | Reduced |
| Bridge Creek Capital Management LLC | 4,467 | $853.0K | 0.27% | −1,260−22.0% | Reduced |
| Appleton Partners Inc | 4,462 | $852.0K | 0.07% | −1,970−30.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,461 | $851.9K | 0.11% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,455 | $850.7K | 0.04% | +133+3.1% | Added |
| Cutter & CO Brokerage, Inc. | 4,426 | $845.2K | 0.21% | +6+0.1% | Added |
| InTrack Investment Management Inc | 4,416 | $843.3K | 0.63% | −1,426−24.4% | Reduced |
| Parkside Financial Bank & Trust | 4,416 | $843.2K | 0.14% | −92−2.0% | Reduced |
| Red Door Wealth Management, LLC | 4,412 | $842.5K | 0.16% | +2,189+98.5% | Added |
| Matrix Private Capital Group LLC | 4,393 | $838.9K | 0.57% | 00.0% | Unchanged |
| Berkshire Bank | 4,388 | $837.9K | 0.21% | −543−11.0% | Reduced |
| Argent Advisors, Inc. | 4,382 | $836.8K | 0.33% | −110−2.4% | Reduced |
| Bank of New Hampshire | 4,368 | $834.1K | 0.22% | +50+1.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,480 | $833.5K | 0.46% | +370+9.0% | Added |
| Legacy Capital Group California, Inc. | 4,345 | $829.7K | 0.31% | −134−3.0% | Reduced |
| Amplius Wealth Advisors, LLC | 4,344 | $829.4K | 0.09% | +20.0% | Added |
| Souders Financial Advisors | 4,333 | $827.5K | 0.13% | +1,041+31.6% | Added |
| City State Bank | 4,304 | $822.0K | 0.36% | −70−1.6% | Reduced |
| Paradigm Capital Management Inc | 4,300 | $821.1K | 0.04% | −100−2.3% | Reduced |
| Penbrook Management LLC | 4,295 | $820.2K | 0.51% | −95−2.2% | Reduced |
| Continuum Advisory, LLC | 4,926 | $819.1K | 0.12% | −469−8.7% | Reduced |
| Motco | 4,289 | $819.0K | 0.05% | +2,614+156.1% | Added |
| Benjamin Edwards Inc | 4,271 | $816.0K | 0.16% | −663−13.4% | Reduced |
| Maple Capital Management, Inc. | 4,263 | $814.1K | 0.07% | −5,911−58.1% | Reduced |
| Cranbrook Wealth Management, LLC | 4,260 | $813.4K | 0.21% | +10.0% | Added |
| Heartland Bank & Trust Co | 4,228 | $807.4K | 0.47% | +4,228 | New |
| Armstrong Henry H Associates Inc | 4,225 | $806.8K | 0.08% | −720−14.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,224 | $806.6K | 0.24% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,220 | $805.8K | 0.57% | +240+6.0% | Added |
| Weatherly Asset Management L. P. | 4,217 | $805.3K | 0.08% | −455−9.7% | Reduced |
| Chase Investment Counsel Corp | 4,212 | $804.0K | 0.30% | +4,212 | New |
| Cape Investment Advisory, Inc. | 4,198 | $801.5K | 0.37% | +1,994+90.5% | Added |
| LexAurum Advisors, LLC | 4,197 | $801.4K | 0.20% | −1,187−22.0% | Reduced |
| Stewart & Patten Co LLC | 4,191 | $800.3K | 0.12% | −220−5.0% | Reduced |
| Heritage Wealth Advisors | 4,188 | $799.7K | 0.04% | −194−4.4% | Reduced |
| City Holding Co | 4,165 | $795.3K | 0.12% | +15+0.4% | Added |
| CJM Wealth Advisers, Ltd. | 4,160 | $794.3K | 0.30% | +6+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,158 | $794.1K | 0.13% | +54+1.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,683 | $791.0K | 0.33% | −434−8.5% | Reduced |
| Boston Family Office LLC | 4,142 | $791.0K | 0.06% | +1,102+36.3% | Added |
| Waddell & Associates, LLC | 4,140 | $790.6K | 0.11% | +261+6.7% | Added |
| Pure Financial Advisors, Inc. | 4,135 | $789.6K | 0.02% | +369+9.8% | Added |
| NFP Retirement, Inc. | 4,133 | $789.1K | 0.07% | +2,145+107.9% | Added |
| Lantern Wealth Advisors, LLC | 4,126 | $788.0K | 0.55% | −999−19.5% | Reduced |
| Port Capital LLC | 4,121 | $787.0K | 0.04% | −426−9.4% | Reduced |
| Abbrea Capital, LLC | 4,122 | $787.0K | 0.10% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,117 | $786.1K | 0.24% | +3+0.1% | Added |
| Geller Advisors LLC | 4,098 | $782.6K | 0.06% | −223−5.2% | Reduced |
| Accredited Investors Inc. | 4,097 | $782.4K | 0.05% | −210−4.9% | Reduced |
| Eisler Capital (UK) Ltd. | 4,078 | $778.7K | 0.10% | −15,690−79.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,077 | $778.5K | 0.32% | −20.0% | Reduced |
| Creative Financial Designs Inc | 4,076 | $778.4K | 0.07% | +934+29.7% | Added |
| Beach Investment Counsel Inc | 4,752 | $777.0K | 0.10% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,060 | $775.2K | 0.27% | +6+0.1% | Added |
| HBW Advisory Services LLC | 4,731 | $774.0K | 0.15% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 4,053 | $774.0K | 0.07% | −116−2.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,045 | $772.4K | 0.09% | −80−1.9% | Reduced |
| Mather Group, LLC. | 4,718 | $771.6K | 0.01% | −290−5.8% | Reduced |
| Rench Wealth Management, Inc. | 4,033 | $770.1K | 0.30% | +2,017+100.0% | Added |
| Investment Partners, Ltd. | 4,032 | $770.0K | 0.35% | +5+0.1% | Added |
| Colonial Trust Co | 4,024 | $768.4K | 0.14% | −36−0.9% | Reduced |
| King Wealth | 4,012 | $766.0K | 0.13% | 00.0% | Unchanged |