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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 2,321 | $443.2K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,308 | $440.6K | 0.12% | +127+5.8% | Added |
| Apella Capital, LLC | 2,314 | $438.0K | 0.02% | −555−19.3% | Reduced |
| Rowland & Co Investment Counsel | 2,293 | $437.9K | 0.09% | −52−2.2% | Reduced |
| CNB Bank | 2,290 | $437.3K | 0.21% | −102−4.3% | Reduced |
| Tritonpoint Wealth, LLC | 2,341 | $436.8K | 0.05% | −549−19.0% | Reduced |
| International Private Wealth Advisors LLC | 2,285 | $436.3K | 0.84% | +883+63.0% | Added |
| First Heartland Consultants, Inc. | 2,282 | $436.0K | 0.05% | +28+1.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,281 | $436.0K | 0.01% | +2,281 | New |
| Southeast Asset Advisors Inc. | 2,283 | $436.0K | 0.05% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,282 | $435.8K | 0.11% | +2,282 | New |
| MeadowBrook Investment Advisors LLC | 2,280 | $435.4K | 0.41% | −130−5.4% | Reduced |
| MPS Loria Financial Planners, LLC | 2,276 | $434.6K | 0.15% | −170−7.0% | Reduced |
| Trilogy Capital Inc. | 2,275 | $434.4K | 0.02% | +2,275 | New |
| L.M. Kohn & Company | 2,274 | $434.3K | 0.12% | +19+0.8% | Added |
| Lokken Investment Group LLC | 2,274 | $434.3K | 0.22% | +56+2.5% | Added |
| Ethos Financial Group, LLC | 2,271 | $434.0K | 0.08% | +52+2.3% | Added |
| Optas, LLC | 2,269 | $433.3K | 0.12% | +92+4.2% | Added |
| Investment Advisory Group, LLC | 2,267 | $433.0K | 0.18% | +20+0.9% | Added |
| MSH Capital Advisors LLC | 2,252 | $430.0K | 0.15% | +100+4.6% | Added |
| Wealthstream Advisors, Inc. | 2,251 | $429.8K | 0.16% | +1,020+82.9% | Added |
| Affinity Capital Advisors, LLC | 2,247 | $429.2K | 0.10% | +2+0.1% | Added |
| Wakefield Asset Management LLLP | 2,247 | $429.1K | 0.15% | +2,247 | New |
| Sepio Capital, LP | 2,244 | $428.5K | 0.04% | −658−22.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,240 | $427.8K | 0.19% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,232 | $426.2K | 0.03% | +200+9.8% | Added |
| Wayfinding Financial, LLC | 2,507 | $425.0K | 0.25% | −48−1.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,345 | $425.0K | 0.16% | −80−3.3% | Reduced |
| ARS Investment Partners, LLC | 2,221 | $424.1K | 0.04% | −400−15.3% | Reduced |
| Destination Wealth Management | 2,210 | $422.1K | 0.01% | +745+50.9% | Added |
| AllSquare Wealth Management LLC | 2,209 | $421.9K | 0.25% | +100+4.7% | Added |
| Northwest Financial Advisors | 2,203 | $420.7K | 0.46% | −56−2.5% | Reduced |
| Retirement Income Solutions, Inc | 2,201 | $420.3K | 0.10% | −150−6.4% | Reduced |
| Sterling Financial Planning, Inc. | 2,200 | $420.2K | 0.17% | −153−6.5% | Reduced |
| Kapitalo Investimentos Ltda | 2,200 | $420.1K | 0.09% | +748+51.5% | Added |
| Infrastructure Capital Advisors, LLC | 2,200 | $420.1K | 0.06% | +2,200 | New |
| KWB Wealth | 2,197 | $419.5K | 0.06% | +2,197 | New |
| CoreFirst Bank & Trust | 2,196 | $419.3K | 0.26% | −1,470−40.1% | Reduced |
| Stonebrook Private Inc. | 2,196 | $419.3K | 0.12% | +29+1.3% | Added |
| Family Management Corp | 2,195 | $419.2K | 0.08% | +36+1.7% | Added |
| Sequent Asset Management, LLC | 2,192 | $419.0K | 0.22% | +224+11.4% | Added |
| Buffington Mohr McNeal | 2,186 | $417.5K | 0.08% | −14−0.6% | Reduced |
| Umpqua Bank | 2,184 | $417.1K | 0.17% | +2,184 | New |
| Hemington Wealth Management | 2,180 | $417.0K | 0.15% | −617−22.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,172 | $414.6K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,171 | $414.6K | 0.08% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,166 | $413.6K | 0.01% | +470+27.7% | Added |
| Clear Creek Financial Management, LLC | 2,193 | $413.4K | 0.05% | −2,428−52.5% | Reduced |
| Alpha Family Trust | 2,165 | $413.4K | 0.25% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 2,162 | $412.9K | 0.06% | −348−13.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,158 | $412.2K | 0.34% | +100+4.9% | Added |
| Arnhold LLC | 2,156 | $411.7K | 0.04% | −300−12.2% | Reduced |
| Southern Capital Advisors, LLC | 2,155 | $411.4K | 0.25% | −295−12.0% | Reduced |
| Progressive Investment Management Corp | 2,149 | $410.4K | 0.11% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,147 | $410.0K | 0.11% | −269−11.1% | Reduced |
| Wall Street Access Asset Management, LLC | 2,144 | $409.4K | 0.17% | +2,144 | New |
| Lifestyle Asset Management, Inc. | 2,143 | $409.1K | 0.24% | +2,143 | New |
| Knott David M Jr | 2,142 | $409.0K | 0.14% | 00.0% | Unchanged |
| FIL Ltd | 2,137 | $408.1K | 0.00% | −26−1.2% | Reduced |
| Cohen & Steers, Inc. | 2,136 | $408.0K | 0.00% | −33−1.5% | Reduced |
| Tealwood Asset Management Inc | 2,125 | $406.0K | 0.18% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 2,126 | $406.0K | 0.02% | +161+8.2% | Added |
| Glass Wealth Management Co LLC | 2,125 | $405.8K | 0.25% | +2,125 | New |
| Fortis Capital Advisors, LLC | 2,123 | $405.4K | 0.17% | +2,123 | New |
| Pinnacle Bancorp, Inc. | 2,119 | $404.6K | 0.12% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,117 | $404.3K | 0.19% | +120+6.0% | Added |
| Kowal Investment Group, LLC | 2,114 | $403.7K | 0.09% | +110+5.5% | Added |
| Wambolt & Associates, LLC | 2,125 | $403.4K | 0.12% | −635−23.0% | Reduced |
| Nadler Financial Group, Inc. | 2,110 | $402.9K | 0.05% | +36+1.7% | Added |
| Hummer Financial Advisory Services Inc | 2,102 | $401.5K | 0.33% | +61+3.0% | Added |
| Trueblood Wealth Management, LLC | 2,100 | $401.0K | 0.23% | +710+51.1% | Added |
| Clear Street Markets LLC | 2,100 | $401.0K | 0.18% | −8,600−80.4% | Reduced |
| Birchcreek Wealth Management, LLC | 2,097 | $400.4K | 0.21% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,095 | $400.1K | 0.01% | +2,095 | New |
| EverSource Wealth Advisors, LLC | 2,405 | $399.8K | 0.03% | +1,035+75.5% | Added |
| Mattern Wealth Management LLC | 2,093 | $399.7K | 0.10% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,144 | $399.5K | 0.17% | +13+0.6% | Added |
| Citizens Business Bank | 2,092 | $399.5K | 0.08% | +216+11.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,092 | $399.5K | 0.01% | −25−1.2% | Reduced |
| Evanson Asset Management, LLC | 2,092 | $399.4K | 0.03% | +260+14.2% | Added |
| Syverson Strege & Co | 2,088 | $398.8K | 0.14% | +179+9.4% | Added |
| Guardian Wealth Advisors, LLC | 2,087 | $398.6K | 0.26% | −76−3.5% | Reduced |
| Key Financial Inc | 2,087 | $398.5K | 0.10% | 00.0% | Unchanged |
| RS Crum Inc. | 2,083 | $397.8K | 0.11% | −6−0.3% | Reduced |
| Rational Advisors LLC | 2,082 | $397.6K | 0.04% | −1,111−34.8% | Reduced |
| Old Mission Investment Co LLC | 2,081 | $397.4K | 0.13% | −42−2.0% | Reduced |
| Alliance Wealth Management Group | 2,077 | $396.7K | 0.12% | +672+47.8% | Added |
| Marietta Wealth Management, LLC | 2,076 | $396.4K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,076 | $396.4K | 0.09% | +85+4.3% | Added |
| Proficio Capital Partners LLC | 2,074 | $396.0K | 0.04% | +96+4.9% | Added |
| Childress Capital Advisors, LLC | 2,070 | $395.4K | 0.11% | −116−5.3% | Reduced |
| Ellenbecker Investment Group | 2,068 | $394.9K | 0.08% | +317+18.1% | Added |
| Signature Estate & Investment Advisors LLC | 2,066 | $394.6K | 0.01% | −68−3.2% | Reduced |
| Paulson Wealth Management Inc. | 2,066 | $394.5K | 0.12% | −181−8.1% | Reduced |
| Almanack Investment Partners, LLC. | 2,065 | $394.3K | 0.07% | +119+6.1% | Added |
| Concord Wealth Partners | 2,061 | $393.6K | 0.07% | −31−1.5% | Reduced |
| Inspire Advisors, LLC | 2,058 | $393.0K | 0.05% | −101−4.7% | Reduced |
| Chelsea Counsel Co | 2,055 | $392.4K | 0.22% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,054 | $392.2K | 0.31% | +475+30.1% | Added |
| Wintrust Investments LLC | 2,053 | $392.0K | 0.03% | −40−1.9% | Reduced |