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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Eudaimonia Partners, LLC | 3,071 | $586.4K | 0.14% | −118−3.7% | Reduced |
| E&G Advisors, LP | 3,070 | $586.2K | 0.18% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 3,070 | $586.2K | 0.06% | +75+2.5% | Added |
| Legacy Private Trust Co. | 3,064 | $585.1K | 0.04% | −66−2.1% | Reduced |
| Piscataqua Savings Bank | 3,063 | $584.9K | 0.52% | 00.0% | Unchanged |
| Clark Estates Inc | 3,055 | $583.4K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3,055 | $583.4K | 0.17% | +292+10.6% | Added |
| Norris Financial Group, LLC | 3,049 | $582.2K | 0.32% | −1,476−32.6% | Reduced |
| Intellectus Partners, LLC | 3,045 | $581.5K | 0.15% | +3,045 | New |
| Allred Capital Management, LLC | 3,041 | $580.7K | 0.23% | +10+0.3% | Added |
| Harbor Advisory Corp | 3,036 | $579.8K | 0.20% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,034 | $579.4K | 0.48% | +343+12.7% | Added |
| First National Bank Sioux Falls | 3,025 | $577.7K | 0.32% | −48−1.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,243 | $577.0K | 0.32% | +1,000+44.6% | Added |
| Trinity Legacy Partners, LLC | 3,015 | $575.7K | 0.17% | −388−11.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,005 | $573.8K | 0.15% | +90+3.1% | Added |
| Navis Wealth Advisors, LLC | 3,000 | $572.9K | 0.69% | +49+1.7% | Added |
| Saratoga Research & Investment Management | 2,999 | $572.7K | 0.03% | −121−3.9% | Reduced |
| West Family Investments, Inc. | 2,999 | $572.7K | 0.18% | +263+9.6% | Added |
| Libra Wealth LLC | 2,992 | $571.4K | 0.25% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,977 | $568.6K | 0.23% | −74−2.4% | Reduced |
| First National Corp | 3,474 | $568.1K | 0.14% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,975 | $568.1K | 0.19% | −17−0.6% | Reduced |
| Abacus Planning Group, Inc. | 2,968 | $566.8K | 0.11% | −45−1.5% | Reduced |
| Allstate Corp | 2,966 | $566.4K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,962 | $565.7K | 0.17% | +2,962 | New |
| Howard Financial Services, Ltd. | 2,950 | $563.4K | 0.10% | −8−0.3% | Reduced |
| MB, Levis & Associates, LLC | 2,949 | $563.1K | 0.30% | +2+0.1% | Added |
| Nemes Rush Group LLC | 2,936 | $560.7K | 0.08% | −88−2.9% | Reduced |
| Professional Advisory Services Inc | 2,933 | $560.0K | 0.08% | 00.0% | Unchanged |
| Hilltop National Bank | 2,930 | $559.5K | 0.19% | +2,930 | New |
| Opal Wealth Advisors, LLC | 2,922 | $558.0K | 0.19% | −390−11.8% | Reduced |
| Sandy Cove Advisors, LLC | 2,920 | $557.5K | 0.26% | −89−3.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,915 | $556.6K | 0.24% | +410+16.4% | Added |
| Aberdeen Wealth Management LLC | 2,909 | $555.5K | 0.32% | 00.0% | Unchanged |
| HTLF Bank | 2,906 | $554.9K | 0.06% | +9+0.3% | Added |
| Kennedy Investment Group | 2,901 | $554.0K | 0.30% | −213−6.8% | Reduced |
| Cooper/Haims Advisors, LLC | 2,895 | $552.9K | 0.32% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,895 | $552.8K | 0.04% | +491+20.4% | Added |
| DLK Investment Management, LLC | 2,894 | $552.6K | 0.23% | −100−3.3% | Reduced |
| RIA Advisory Group LLC | 2,893 | $552.5K | 0.22% | +2,893 | New |
| United Advisor Group, LLC | 2,892 | $552.3K | 0.21% | −202−6.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,891 | $552.1K | 0.09% | +1,621+127.6% | Added |
| Morris Financial Concepts, Inc. | 2,885 | $550.9K | 0.28% | +13+0.5% | Added |
| Harvey Investment Co LLC | 2,882 | $550.0K | 0.06% | −50−1.7% | Reduced |
| Orion Capital Management LLC | 2,879 | $549.8K | 0.29% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 2,878 | $549.6K | 0.49% | −101−3.4% | Reduced |
| Truvestments Capital LLC | 2,878 | $549.6K | 0.21% | −448−13.5% | Reduced |
| Karpas Strategies, LLC | 2,874 | $548.9K | 0.17% | +3+0.1% | Added |
| Austin Private Wealth, LLC | 2,873 | $548.4K | 0.06% | +410+16.6% | Added |
| Legacy Capital Wealth Partners, LLC | 4,359 | $548.1K | 0.39% | +4,359 | New |
| Planning Alternatives Ltd | 2,869 | $547.9K | 0.09% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,864 | $546.9K | 0.06% | −996−25.8% | Reduced |
| Crescent Grove Advisors, LLC | 2,864 | $546.9K | 0.06% | −300−9.5% | Reduced |
| Ballast Advisors LLC | 2,863 | $546.8K | 0.18% | +509+21.6% | Added |
| Bank of Hawaii | 2,861 | $546.3K | 0.03% | −599−17.3% | Reduced |
| Waterway Wealth Management, LLC | 2,860 | $546.2K | 0.24% | +222+8.4% | Added |
| First Affirmative Financial Network | 2,859 | $546.0K | 0.40% | −87−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,854 | $545.0K | 0.13% | −1,167−29.0% | Reduced |
| D'Orazio & Associates, Inc. | 2,846 | $543.5K | 0.09% | +15+0.5% | Added |
| Magnus Financial Group LLC | 2,841 | $542.5K | 0.06% | +80+2.9% | Added |
| One Charles Private Wealth Services, LLC | 2,839 | $542.1K | 0.24% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,839 | $542.1K | 0.18% | +231+8.9% | Added |
| Fragasso Group Inc. | 2,836 | $541.5K | 0.05% | +689+32.1% | Added |
| Ignite Planners, LLC | 2,839 | $538.9K | 0.15% | −2,147−43.1% | Reduced |
| Thomasville National Bank | 2,822 | $538.9K | 0.04% | +10+0.4% | Added |
| Ullmann Financial Group, Inc. | 2,818 | $538.1K | 0.08% | +120+4.4% | Added |
| Weaver Consulting Group | 2,811 | $536.8K | 0.20% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,809 | $536.4K | 0.05% | +74+2.7% | Added |
| Pasadena Private Wealth, LLC | 2,808 | $536.2K | 0.12% | +626+28.7% | Added |
| Greenwood Gearhart Inc | 2,806 | $535.8K | 0.05% | −82−2.8% | Reduced |
| Fruth Investment Management | 2,797 | $534.0K | 0.14% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,796 | $533.9K | 0.18% | +95+3.5% | Added |
| Provident Wealth Management, LLC | 2,783 | $531.4K | 0.20% | +61+2.2% | Added |
| Curbstone Financial Management Corp | 2,774 | $529.7K | 0.11% | +200+7.8% | Added |
| Ategra Capital Management, LLC | 2,768 | $528.6K | 0.24% | −85−3.0% | Reduced |
| Financial Futures Ltd Liability Co. | 2,762 | $527.4K | 0.35% | −383−12.2% | Reduced |
| Howard Capital Management Group, LLC | 2,761 | $527.2K | 0.04% | 00.0% | Unchanged |
| Sabal Trust CO | 2,752 | $525.5K | 0.03% | +964+53.9% | Added |
| Evoke Wealth, LLC | 2,746 | $524.3K | 0.02% | +2,746 | New |
| Lebenthal Global Advisors, LLC | 2,744 | $524.0K | 0.12% | −1,140−29.4% | Reduced |
| WMG Financial Advisors, LLC | 2,727 | $520.7K | 0.30% | +109+4.2% | Added |
| Optimum Investment Advisors | 2,726 | $520.6K | 0.24% | +200+7.9% | Added |
| Country Trust Bank | 2,713 | $518.1K | 0.01% | −98−3.5% | Reduced |
| Horizon Wealth Management, LLC | 2,710 | $517.6K | 0.14% | +967+55.5% | Added |
| MWA Asset Management | 2,703 | $516.2K | 0.37% | +2,703 | New |
| SOA Wealth Advisors, LLC. | 2,701 | $515.7K | 0.11% | +7+0.3% | Added |
| Eagle Capital Management LLC | 2,700 | $515.6K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,684 | $512.6K | 0.10% | +318+13.4% | Added |
| Sapient Capital LLC | 2,681 | $512.0K | 0.01% | −665−19.9% | Reduced |
| Barrett & Company, Inc. | 2,677 | $511.3K | 0.24% | +5+0.2% | Added |
| Lakeside Advisors, INC. | 2,675 | $510.8K | 0.33% | +130+5.1% | Added |
| G&S Capital LLC | 2,670 | $509.9K | 0.23% | −4,894−64.7% | Reduced |
| Empirical Asset Management, LLC | 2,668 | $509.5K | 0.25% | +2,668 | New |
| Spirit of America Management Corp | 2,668 | $509.5K | 0.10% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,659 | $507.8K | 0.13% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,658 | $507.6K | 0.04% | −39−1.4% | Reduced |
| Close Asset Management Ltd | 2,651 | $506.0K | 0.02% | +108+4.2% | Added |
| Windsor Capital Management, LLC | 2,650 | $506.0K | 0.16% | −26−1.0% | Reduced |
| BIP Wealth, LLC | 2,644 | $504.9K | 0.04% | −375−12.4% | Reduced |