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 |
|---|---|---|---|---|---|
| Monument Group Wealth Advisors, LLC | 1,810 | $345.6K | 0.26% | +1,810 | New |
| Hubbell Strickland Wealth Management, LLC | 1,804 | $344.6K | 0.17% | 00.0% | Unchanged |
| Financial Symmetry Inc | 1,804 | $344.5K | 0.30% | −18−1.0% | Reduced |
| Lazari Capital Management, Inc. | 1,799 | $343.5K | 0.19% | −206−10.3% | Reduced |
| Boyar Asset Management Inc. | 1,791 | $342.1K | 0.22% | +503+39.1% | Added |
| Prepared Retirement Institute LLC | 1,790 | $341.9K | 0.26% | −2,954−62.3% | Reduced |
| Flynn Zito Capital Management, LLC | 1,788 | $341.5K | 0.18% | +8+0.4% | Added |
| Triangle Securities Wealth Management | 1,788 | $341.5K | 0.10% | −9−0.5% | Reduced |
| Pacifica Partners Inc. | 1,810 | $341.4K | 0.15% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,787 | $341.2K | 0.04% | −56−3.0% | Reduced |
| Gray Wealth Management Inc. | 1,784 | $340.7K | 0.15% | +267+17.6% | Added |
| Security Financial Services, INC. | 1,784 | $340.7K | 0.08% | +10+0.6% | Added |
| Wedge Capital Management L L P | 1,780 | $339.9K | 0.01% | −7−0.4% | Reduced |
| McCollum Christoferson Group LLC | 1,779 | $339.7K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,778 | $339.5K | 0.24% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,777 | $339.3K | 0.06% | +1,777 | New |
| Transamerica Financial Advisors, Inc. | 1,775 | $339.0K | 0.03% | −86−4.6% | Reduced |
| Mascoma Wealth Management LLC | 1,774 | $338.8K | 0.10% | +1+0.1% | Added |
| Morton Capital Management LLC | 1,773 | $338.6K | 0.09% | +63+3.7% | Added |
| Charles Schwab Trust Co | 1,773 | $338.6K | 0.03% | −3,177−64.2% | Reduced |
| East Coast Asset Management, LLC. | 1,773 | $338.5K | 0.12% | +4+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 1,772 | $338.4K | 0.12% | +83+4.9% | Added |
| M&R Capital Management Inc | 1,765 | $337.0K | 0.08% | −44−2.4% | Reduced |
| Wrapmanager Inc | 1,764 | $336.9K | 0.09% | −221−11.1% | Reduced |
| Garden State Investment Advisory Services LLC | 1,769 | $336.3K | 0.12% | −129−6.8% | Reduced |
| Merriman Wealth Management, LLC | 1,760 | $336.1K | 0.01% | +65+3.8% | Added |
| Secure Asset Management, LLC | 1,758 | $335.7K | 0.08% | +235+15.4% | Added |
| MainStreet Investment Advisors LLC | 1,754 | $334.9K | 0.04% | +486+38.3% | Added |
| HCR Wealth Advisors | 1,754 | $334.9K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,750 | $334.2K | 0.02% | −6,596−79.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,750 | $334.2K | 0.23% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,750 | $334.2K | 0.03% | −3−0.2% | Reduced |
| Rice Partnership, LLC | 1,749 | $334.0K | 0.08% | +296+20.4% | Added |
| Sittner & Nelson, LLC | 1,748 | $333.9K | 0.17% | +150+9.4% | Added |
| Pioneer Trust Bank N A | 1,748 | $333.8K | 0.09% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 1,748 | $333.8K | 0.21% | +1,748 | New |
| Alexander Labrunerie & Co., Inc. | 1,744 | $332.9K | 0.19% | +1,744 | New |
| Bremer Bank National Association | 1,742 | $332.7K | 0.06% | +1,742 | New |
| Palisade Capital Management LLC | 1,742 | $332.7K | 0.01% | −96−5.2% | Reduced |
| Macroview Investment Management LLC | 1,739 | $332.1K | 0.37% | +2+0.1% | Added |
| Gladius Capital Management LP | 1,739 | $332.1K | 0.33% | +1,739 | New |
| CVA Family Office, LLC | 1,739 | $332.1K | 0.06% | +4+0.2% | Added |
| KFA Private Wealth Group, LLC | 1,738 | $332.0K | 0.10% | −3−0.2% | Reduced |
| Fort, L.P. | 1,733 | $330.9K | 0.83% | −234−11.9% | Reduced |
| XTX Topco Ltd | 1,732 | $330.7K | 0.04% | +1,732 | New |
| LVW Advisors, LLC | 1,728 | $330.0K | 0.06% | +1,728 | New |
| Triune Financial Partners, LLC | 1,724 | $329.2K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 1,722 | $328.8K | 0.04% | −125−6.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,717 | $327.9K | 0.06% | +59+3.6% | Added |
| Fortune Financial Advisors, LLC | 1,716 | $327.7K | 0.21% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,714 | $327.6K | 0.07% | +40+2.4% | Added |
| WESPAC Advisors, LLC | 1,712 | $326.9K | 0.19% | +155+10.0% | Added |
| Eagle Wealth Strategies LLC | 1,720 | $326.6K | 0.27% | +7+0.4% | Added |
| Greatmark Investment Partners, Inc. | 1,709 | $326.4K | 0.05% | 00.0% | Unchanged |
| Stevard, LLC | 1,703 | $325.2K | 0.29% | +260+18.0% | Added |
| Nordwand Advisors, LLC | 1,694 | $323.5K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,691 | $322.9K | 0.04% | +141+9.1% | Added |
| Stableford Capital II LLC | 1,690 | $322.7K | 0.13% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,689 | $322.5K | 0.08% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,687 | $322.1K | 0.03% | −44−2.5% | Reduced |
| Oxford Financial Group Ltd | 1,684 | $321.5K | 0.02% | +79+4.9% | Added |
| Jag Capital Management, LLC | 1,683 | $321.4K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,682 | $321.2K | 0.32% | +57+3.5% | Added |
| Middleton & Co Inc | 1,682 | $321.2K | 0.04% | −90−5.1% | Reduced |
| Wulff, Hansen & Co. | 1,682 | $321.2K | 0.32% | −12−0.7% | Reduced |
| PFS Partners, LLC | 1,681 | $321.0K | 0.22% | +168+11.1% | Added |
| Robinson Smith Wealth Advisors LLC | 1,681 | $321.0K | 0.31% | −7−0.4% | Reduced |
| O'Brien Wealth Partners LLC | 1,679 | $320.6K | 0.07% | +2+0.1% | Added |
| Syon Capital LLC | 1,678 | $320.4K | 0.03% | +332+24.7% | Added |
| Gradient Investments LLC | 1,678 | $320.4K | 0.01% | −1,748−51.0% | Reduced |
| Morris Retirement Advisors, LLC | 1,678 | $320.3K | 0.19% | −12−0.7% | Reduced |
| Lee Financial Co | 1,676 | $320.0K | 0.05% | +34+2.1% | Added |
| Cyrus J. Lawrence, LLC | 1,628 | $319.0K | 0.07% | +1,628 | New |
| Security National Bank | 1,668 | $318.5K | 0.05% | −105−5.9% | Reduced |
| Rock Point Advisors, LLC | 1,666 | $318.1K | 0.09% | +7+0.4% | Added |
| Clarus Wealth Advisors | 1,709 | $317.9K | 0.18% | +1,709 | New |
| NDVR, Inc. | 1,662 | $317.4K | 0.30% | +1,662 | New |
| Cambridge Financial Group, LLC | 1,661 | $317.2K | 0.15% | −255−13.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,662 | $317.0K | 0.01% | −9,338−84.9% | Reduced |
| Carolina Wealth Advisors, LLC | 1,660 | $317.0K | 0.17% | −82−4.7% | Reduced |
| Centric Wealth Management | 1,906 | $316.8K | 0.10% | +143+8.1% | Added |
| Concentric Wealth Management, LLC | 1,649 | $314.9K | 0.08% | +321+24.2% | Added |
| Revolve Wealth Partners, LLC | 1,649 | $314.8K | 0.05% | +175+11.9% | Added |
| Paragon Financial Partners, Inc. | 1,645 | $314.1K | 0.26% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,645 | $314.1K | 0.10% | +24+1.5% | Added |
| Oak Thistle LLC | 1,644 | $313.9K | 0.28% | −1,668−50.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,643 | $313.9K | 0.09% | +223+15.7% | Added |
| Trinity Wealth Management, LLC | 1,644 | $313.9K | 0.16% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 1,642 | $313.5K | 0.08% | +273+19.9% | Added |
| MAS Advisors LLC | 1,639 | $313.0K | 0.36% | +1,639 | New |
| Ascent Wealth Partners, LLC | 1,638 | $312.8K | 0.05% | 00.0% | Unchanged |
| Norway Savings Bank | 1,636 | $312.4K | 0.13% | +1+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,636 | $312.4K | 0.11% | +1,636 | New |
| Waterloo Capital, L.P. | 1,634 | $312.1K | 0.04% | −1,467−47.3% | Reduced |
| Leisure Capital Management | 1,629 | $311.1K | 0.16% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 1,627 | $310.8K | 0.05% | −6−0.4% | Reduced |
| Scissortail Wealth Management, LLC | 1,627 | $310.6K | 0.08% | +1,627 | New |
| Planning Center, Inc. | 1,625 | $310.3K | 0.07% | −125−7.1% | Reduced |
| Prosperity Financial Group, Inc. | 1,624 | $310.0K | 0.19% | +10+0.6% | Added |
| Resolute Wealth Strategies, LLC | 1,623 | $309.9K | 0.19% | 00.0% | Unchanged |