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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 3,517 | $671.7K | 0.08% | +118+3.5% | Added |
| Wealth Quarterback LLC | 3,514 | $671.1K | 0.37% | +10+0.3% | Added |
| Somerville Kurt F | 3,512 | $670.7K | 0.11% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 3,511 | $670.5K | 0.43% | +323+10.1% | Added |
| State Farm Mutual Automobile Insurance Co | 3,500 | $668.4K | 0.00% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,491 | $666.6K | 0.17% | +52+1.5% | Added |
| Norris Perne & French LLP | 3,486 | $665.7K | 0.05% | +50+1.5% | Added |
| Telos Capital Management, Inc. | 3,484 | $665.2K | 0.08% | −28−0.8% | Reduced |
| iA Global Asset Management Inc. | 3,474 | $663.0K | 0.01% | +3,474 | New |
| Walter & Keenan Financial Consulting Co | 3,460 | $660.7K | 0.22% | −1,000−22.4% | Reduced |
| Osborne Partners Capital Management, LLC | 3,459 | $660.5K | 0.04% | −625−15.3% | Reduced |
| WBH Advisory Inc | 3,447 | $658.2K | 0.07% | −68−1.9% | Reduced |
| Davidson Trust Co | 3,445 | $657.9K | 0.38% | +100+3.0% | Added |
| Wallace Advisory Group, LLC | 4,009 | $655.7K | 0.49% | −79−1.9% | Reduced |
| Earnest Partners LLC | 3,432 | $655.4K | 0.00% | +33+1.0% | Added |
| Encompass More Asset Management | 3,431 | $655.3K | 0.54% | +3,431 | New |
| Cornerstone Wealth Group, LLC | 3,431 | $655.2K | 0.06% | +1,697+97.9% | Added |
| First Personal Financial Services | 3,429 | $654.8K | 0.15% | −75−2.1% | Reduced |
| Precedent Wealth Partners, LLC | 3,421 | $653.3K | 0.28% | +315+10.1% | Added |
| Mission Creek Capital Partners, Inc. | 3,419 | $652.9K | 0.17% | −1,104−24.4% | Reduced |
| Colonial River Wealth Management, LLC | 3,418 | $652.7K | 0.37% | +539+18.7% | Added |
| Fidelis Capital Partners, LLC | 3,418 | $652.6K | 0.10% | +1,173+52.2% | Added |
| Saxon Interests, Inc. | 3,416 | $652.2K | 0.31% | −3,584−51.2% | Reduced |
| Vicus Capital | 3,399 | $649.0K | 0.06% | +50+1.5% | Added |
| Newbridge Financial Services Group, Inc. | 3,387 | $646.8K | 0.28% | +333+10.9% | Added |
| Eads & Heald Wealth Management | 3,374 | $644.0K | 0.30% | −197−5.5% | Reduced |
| FourThought Financial Partners, LLC | 3,370 | $643.5K | 0.07% | −127−3.6% | Reduced |
| Bank of Stockton | 3,368 | $643.2K | 0.20% | +597+21.5% | Added |
| Family Firm, Inc. | 3,367 | $643.0K | 0.16% | +5+0.1% | Added |
| Legal Advantage Investments, Inc. | 3,366 | $642.8K | 0.36% | +3,366 | New |
| McAdam, LLC | 3,364 | $642.3K | 0.04% | −326−8.8% | Reduced |
| Verus Financial Partners, Inc. | 3,357 | $641.1K | 0.08% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,355 | $640.7K | 0.68% | +130+4.0% | Added |
| Derbend Asset Management | 3,354 | $640.6K | 0.32% | +227+7.3% | Added |
| Bedel Financial Consulting, Inc. | 3,353 | $640.2K | 0.10% | −141−4.0% | Reduced |
| WMS Partners, LLC | 3,349 | $639.5K | 0.04% | +307+10.1% | Added |
| Boston Trust Walden Corp | 3,347 | $639.1K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,344 | $638.6K | 0.33% | +3,344 | New |
| GDS Wealth Management | 3,342 | $638.2K | 0.07% | +34+1.0% | Added |
| Hutchinson Capital Management | 3,340 | $637.9K | 0.13% | +6+0.2% | Added |
| BBR Partners, LLC | 3,339 | $637.6K | 0.05% | +350+11.7% | Added |
| Full Sail Capital, LLC | 3,338 | $637.4K | 0.04% | +2+0.1% | Added |
| Baron Financial Group, LLC | 3,337 | $637.2K | 0.39% | +4+0.1% | Added |
| Integrated Investment Consultants, LLC | 3,334 | $636.7K | 0.18% | −26−0.8% | Reduced |
| Soltis Investment Advisors LLC | 3,327 | $635.3K | 0.07% | −607−15.4% | Reduced |
| Encompass Wealth Advisors, LLC | 3,321 | $634.2K | 0.17% | +2+0.1% | Added |
| Fiducient Advisors LLC | 3,320 | $634.1K | 0.13% | +32+1.0% | Added |
| Garrison Point Advisors, LLC | 3,320 | $634.0K | 0.41% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,320 | $634.0K | 0.36% | +85+2.6% | Added |
| Morningstar Investment Management LLC | 3,314 | $633.0K | 0.07% | 00.0% | Unchanged |
| Kendall Capital Management | 3,314 | $632.8K | 0.22% | −45−1.3% | Reduced |
| Wealth Group, Ltd. | 3,308 | $632.0K | 0.48% | +3,308 | New |
| Tennessee Valley Asset Management Partners | 3,307 | $631.7K | 0.15% | +17+0.5% | Added |
| HFG Advisors, Inc. | 3,302 | $630.5K | 0.56% | −32−1.0% | Reduced |
| Blueprint Investment Partners LLC | 3,297 | $629.6K | 0.12% | +265+8.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,296 | $629.5K | 0.07% | −33−1.0% | Reduced |
| Outfitter Financial LLC | 3,292 | $628.6K | 0.52% | +3,292 | New |
| Family Wealth Group, LLC | 3,284 | $627.2K | 0.68% | +5+0.2% | Added |
| Miracle Mile Advisors, LLC | 3,281 | $626.5K | 0.02% | +165+5.3% | Added |
| Smartleaf Asset Management LLC | 3,274 | $624.8K | 0.12% | +758+30.1% | Added |
| JB Capital LLC | 3,268 | $624.1K | 0.04% | +82+2.6% | Added |
| Valley National Advisers Inc | 3,272 | $624.0K | 0.09% | +118+3.7% | Added |
| Auxano Advisors, LLC | 3,265 | $623.5K | 0.18% | −133−3.9% | Reduced |
| Michael S. Ryan, Inc. | 3,265 | $623.5K | 0.49% | −42−1.3% | Reduced |
| LCNB Corp | 3,240 | $618.7K | 0.22% | −220−6.4% | Reduced |
| Dana Investment Advisors, Inc. | 3,237 | $618.1K | 0.02% | −59−1.8% | Reduced |
| ProVise Management Group, LLC | 3,231 | $617.0K | 0.05% | −2,782−46.3% | Reduced |
| DMG Group, LLC | 3,230 | $616.8K | 0.53% | +316+10.8% | Added |
| Mechanics Financial Corp | 3,225 | $615.8K | 0.32% | 00.0% | Unchanged |
| Advisor Resource Council | 3,739 | $614.3K | 0.26% | −4,303−53.5% | Reduced |
| Peoples Bank | 3,215 | $613.9K | 0.34% | +50+1.6% | Added |
| Enterprise Financial Services Corp | 3,211 | $613.2K | 0.37% | +138+4.5% | Added |
| Indiana Trust & Investment Management CO | 3,205 | $612.0K | 0.25% | −135−4.0% | Reduced |
| Tyche Wealth Partners LLC | 3,203 | $611.6K | 0.15% | −854−21.1% | Reduced |
| Roth Financial Partners LLC | 3,200 | $611.1K | 0.27% | −2,234−41.1% | Reduced |
| Hillsdale Investment Management Inc. | 3,200 | $611.1K | 0.05% | +3,200 | New |
| Traphagen Investment Advisors LLC | 3,196 | $610.4K | 0.07% | +38+1.2% | Added |
| Center for Financial Planning, Inc. | 3,195 | $610.2K | 0.09% | +613+23.7% | Added |
| Howe & Rusling Inc | 3,195 | $610.1K | 0.06% | −172−5.1% | Reduced |
| Bill Few Associates, Inc. | 3,195 | $610.1K | 0.25% | +141+4.6% | Added |
| Bouchey Financial Group Ltd | 3,191 | $609.4K | 0.06% | −166−4.9% | Reduced |
| Catalyst Financial Partners LLC | 3,326 | $609.0K | 0.16% | +165+5.2% | Added |
| Gratus Wealth Advisors, LLC | 3,336 | $605.5K | 0.11% | +10.0% | Added |
| Warwick Investment Management, Inc. | 3,162 | $603.8K | 0.14% | +271+9.4% | Added |
| Montz Harcus Wealth Management LLC | 3,132 | $598.1K | 0.40% | +26+0.8% | Added |
| Investment Advisory Services Inc | 3,131 | $598.0K | 0.22% | −70−2.2% | Reduced |
| Keystone Financial Group | 3,130 | $597.8K | 0.09% | +696+28.6% | Added |
| Willis Johnson & Associates, Inc. | 3,126 | $597.0K | 0.05% | −31−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,119 | $596.0K | 0.19% | +37+1.2% | Added |
| Cornerstone Advisory, LLC | 3,119 | $595.7K | 0.08% | +85+2.8% | Added |
| True Vision MN LLC | 3,561 | $595.1K | 0.42% | −338−8.7% | Reduced |
| Kolinsky Wealth Management, LLC | 3,116 | $595.1K | 0.45% | +89+2.9% | Added |
| MV Capital Management, Inc. | 3,104 | $592.8K | 0.07% | +3+0.1% | Added |
| Sweet Financial Partners, LLC | 3,099 | $591.8K | 0.14% | 00.0% | Unchanged |
| Boit C F David | 3,584 | $589.3K | 0.32% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,077 | $587.5K | 0.30% | −88−2.8% | Reduced |
| Guardian Investment Management | 3,075 | $587.2K | 0.48% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,074 | $587.0K | 0.05% | −291−8.6% | Reduced |
| Reik & Co., LLC | 3,072 | $586.6K | 0.15% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,071 | $586.4K | 0.06% | +27+0.9% | Added |