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 |
|---|---|---|---|---|---|
| Ergawealth Advisors, Inc. | 2,050 | $391.5K | 0.21% | +50+2.5% | Added |
| Coerente Capital Management | 2,050 | $391.5K | 0.07% | +2,050 | New |
| Financial Management Network Inc | 2,083 | $391.4K | 0.10% | +6+0.3% | Added |
| KPP Advisory Services LLC | 2,047 | $390.9K | 0.11% | −44−2.1% | Reduced |
| McGowan Group Asset Management, Inc. | 2,044 | $390.3K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,041 | $389.7K | 0.25% | +421+26.0% | Added |
| Systematic Alpha Investments, LLC | 2,040 | $389.6K | 0.02% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 2,038 | $389.0K | 0.28% | +174+9.3% | Added |
| OMNI 360 Wealth, Inc. | 2,037 | $389.0K | 0.32% | −19−0.9% | Reduced |
| McGuire Investment Group, LLC | 2,036 | $388.8K | 0.06% | −367−15.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $388.8K | 0.04% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 2,025 | $386.7K | 0.05% | −1,080−34.8% | Reduced |
| BOS Asset Management, LLC | 2,019 | $385.5K | 0.20% | 00.0% | Unchanged |
| Union Savings Bank | 2,019 | $385.5K | 0.20% | +331+19.6% | Added |
| Moseley Investment Management Inc | 2,013 | $384.4K | 0.19% | +517+34.6% | Added |
| CAP Partners, LLC | 2,011 | $384.0K | 0.34% | −4−0.2% | Reduced |
| PSI Advisors, LLC | 2,008 | $383.5K | 0.14% | −25−1.2% | Reduced |
| One Capital Management, LLC | 2,007 | $383.3K | 0.01% | +19+1.0% | Added |
| Hyperion Partners, LLC | 2,005 | $382.8K | 0.28% | +3+0.1% | Added |
| Ambassador Advisors, LLC | 2,003 | $382.5K | 0.07% | +154+8.3% | Added |
| Cedrus LLC | 2,002 | $382.3K | 0.21% | −579−22.4% | Reduced |
| EHP Funds Inc. | 2,000 | $381.9K | 0.26% | −100−4.8% | Reduced |
| Kaizen Financial Strategies | 2,000 | $381.9K | 0.26% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 2,000 | $381.9K | 0.71% | +2,000 | New |
| Baker Boyer National Bank | 1,996 | $381.2K | 0.13% | −157−7.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 1,996 | $381.1K | 0.08% | +17+0.9% | Added |
| Financial Advisors, LLC | 1,986 | $379.2K | 0.08% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 1,999 | $378.4K | 0.77% | +2+0.1% | Added |
| Quantum Financial Advisors, LLC | 1,980 | $378.2K | 0.07% | +622+45.8% | Added |
| Narus Financial Partners, LLC | 1,979 | $377.9K | 0.16% | +153+8.4% | Added |
| Ellis Investment Partners, LLC | 1,975 | $377.2K | 0.08% | +9+0.5% | Added |
| Summit Global Investments | 1,972 | $377.0K | 0.03% | −197−9.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,974 | $377.0K | 0.10% | 00.0% | Unchanged |
| Arden Trust Co | 1,973 | $376.8K | 0.05% | +54+2.8% | Added |
| Northern Oak Wealth Management Inc | 1,973 | $376.8K | 0.04% | −193−8.9% | Reduced |
| Phoenix Wealth Advisors | 1,965 | $375.2K | 0.23% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,961 | $374.4K | 0.15% | −1,100−35.9% | Reduced |
| Prentiss Smith & Co Inc | 1,960 | $374.3K | 0.26% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,957 | $373.7K | 0.04% | +51+2.7% | Added |
| McIlrath & Eck, LLC | 1,953 | $372.9K | 0.06% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,950 | $372.4K | 0.05% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,939 | $370.3K | 0.09% | +5+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 1,991 | $370.1K | 0.03% | −19−0.9% | Reduced |
| Seven Mile Advisory | 1,938 | $370.1K | 0.28% | +18+0.9% | Added |
| Clarity Wealth Advisors, LLC | 1,936 | $369.8K | 0.13% | +104+5.7% | Added |
| W Advisors, LLC | 1,933 | $369.1K | 0.25% | +10+0.5% | Added |
| NBW Capital LLC | 1,930 | $368.6K | 0.08% | −412−17.6% | Reduced |
| Worth Asset Management, LLC | 1,928 | $368.2K | 0.23% | +245+14.6% | Added |
| Whalerock Point Partners, LLC | 1,926 | $367.8K | 0.10% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,925 | $367.6K | 0.29% | +6+0.3% | Added |
| Plan Group Financial, LLC | 1,920 | $366.7K | 0.24% | +1,920 | New |
| Fagan Associates, Inc. | 1,920 | $366.6K | 0.07% | −5−0.3% | Reduced |
| Enterprise Bank & Trust Co | 1,911 | $364.9K | 0.13% | +4+0.2% | Added |
| Facet Wealth, Inc. | 2,163 | $364.7K | 0.01% | +9+0.4% | Added |
| Rosenberg Matthew Hamilton | 1,920 | $364.6K | 0.11% | −195−9.2% | Reduced |
| Riverview Trust Co | 1,908 | $364.4K | 0.28% | −400−17.3% | Reduced |
| New Republic Capital, LLC | 1,906 | $363.9K | 0.23% | +608+46.8% | Added |
| Camden Capital, LLC | 1,903 | $363.5K | 0.03% | +20+1.1% | Added |
| Clear Harbor Asset Management, LLC | 1,903 | $363.4K | 0.03% | +135+7.6% | Added |
| Continuum Wealth Advisors, LLC | 1,901 | $363.1K | 0.21% | +164+9.4% | Added |
| Beacon Financial Group | 1,901 | $363.1K | 0.04% | +99+5.5% | Added |
| Platte River Wealth Advisors, LLC | 1,900 | $362.8K | 0.10% | −250−11.6% | Reduced |
| Capital Counsel LLC | 1,900 | $362.8K | 0.02% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,895 | $361.9K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,892 | $361.3K | 0.05% | 00.0% | Unchanged |
| First Interstate Bank | 1,888 | $360.5K | 0.02% | +208+12.4% | Added |
| Frisch Financial Group, Inc. | 1,886 | $360.0K | 0.12% | +517+37.8% | Added |
| Vanguard Capital Wealth Advisors | 1,879 | $358.7K | 0.25% | +9+0.5% | Added |
| Prosperity Wealth Management, Inc. | 1,878 | $358.6K | 0.17% | +250+15.4% | Added |
| Glen Eagle Advisors, LLC | 1,875 | $358.0K | 0.07% | +300+19.0% | Added |
| Steward Partners Investment Solutions, LLC | 1,874 | $357.9K | 0.06% | +1,874 | New |
| Shepherd Kaplan Krochuk, LLC | 1,867 | $356.5K | 0.28% | +1,867 | New |
| Charter Oak Capital Management, LLC | 1,865 | $356.0K | 0.04% | +144+8.4% | Added |
| Foster Group, Inc. | 1,863 | $355.7K | 0.02% | +112+6.4% | Added |
| Highland Capital Management, LLC | 1,861 | $355.4K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,861 | $355.4K | 0.01% | +1,861 | New |
| First Foundation Advisors | 1,860 | $355.2K | 0.01% | −227−10.9% | Reduced |
| Community Bank of Raymore | 1,860 | $355.2K | 0.17% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,901 | $353.7K | 0.30% | +16+0.8% | Added |
| Dover Advisors, LLC | 1,851 | $353.5K | 0.24% | +1,851 | New |
| Watts Gwilliam & Co., LLC | 2,112 | $353.5K | 0.11% | +2,112 | New |
| Etfidea, LLC | 1,850 | $353.3K | 0.12% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,844 | $352.2K | 0.03% | +8+0.4% | Added |
| Keb Asset Management, LLC | 1,843 | $351.9K | 0.12% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,841 | $351.6K | 0.01% | −48−2.5% | Reduced |
| Motive Wealth Advisors | 1,840 | $351.4K | 0.21% | +1,840 | New |
| Camden National Bank | 1,839 | $351.2K | 0.06% | −35−1.9% | Reduced |
| Old Second National Bank of Aurora | 1,836 | $350.6K | 0.09% | −764−29.4% | Reduced |
| Archvest Wealth Advisors, Inc. | 1,846 | $350.4K | 0.25% | +1,846 | New |
| Two Sigma Securities, LLC | 1,834 | $350.2K | 0.02% | +592+47.7% | Added |
| China Universal Asset Management Co., Ltd. | 1,833 | $350.0K | 0.04% | +1,833 | New |
| Benedetti & Gucer, Inc. | 1,832 | $350.0K | 0.17% | −619−25.3% | Reduced |
| Summit Wealth Partners, LLC | 1,831 | $349.7K | 0.07% | +1+0.1% | Added |
| Apriem Advisors | 1,829 | $349.3K | 0.04% | −40−2.1% | Reduced |
| Meridian Financial, LLC | 1,824 | $348.3K | 0.26% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,824 | $348.3K | 0.05% | +30+1.7% | Added |
| Mosley Wealth Management | 1,823 | $348.1K | 0.33% | −82−4.3% | Reduced |
| Miller Investment Management, LP | 1,822 | $347.9K | 0.04% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,820 | $347.5K | 0.20% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,818 | $347.2K | 0.13% | −6−0.3% | Reduced |