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 |
|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | 1,200 | $229.2K | 0.10% | +1,200 | New |
| Montchanin Asset Management, LLC | 1,200 | $229.0K | 0.22% | +1,200 | New |
| Kingdom Financial Group LLC. | 1,198 | $228.9K | 0.16% | −80−6.3% | Reduced |
| Financial Advisory Group | 1,198 | $228.8K | 0.04% | −80−6.3% | Reduced |
| Altus Wealth Group LLC | 1,198 | $228.7K | 0.11% | +1,198 | New |
| Schrum Private Wealth Management LLC | 1,197 | $228.6K | 0.21% | +1,197 | New |
| Abel Hall, LLC | 1,196 | $228.4K | 0.17% | +1,196 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,197 | $228.0K | 0.20% | +1,197 | New |
| Vishria Bird Financial Group, LLC | 1,194 | $228.0K | 0.10% | +1,194 | New |
| Vista Investment Partners LLC | 1,193 | $227.8K | 0.08% | −260−17.9% | Reduced |
| Dupree Financial Group, LLC | 1,193 | $227.8K | 0.10% | +1,193 | New |
| IMS Capital Management | 1,190 | $227.2K | 0.11% | −228−16.1% | Reduced |
| Rain Capital Management, LLC | 1,190 | $227.2K | 0.15% | +1,190 | New |
| Avion Wealth | 1,185 | $227.0K | 0.06% | +221+22.9% | Added |
| BCS Wealth Management | 1,188 | $227.0K | 0.07% | +1,188 | New |
| Elgethun Capital Management | 1,192 | $226.6K | 0.06% | +10+0.8% | Added |
| Great Waters Wealth Management | 1,187 | $226.6K | 0.04% | +1,187 | New |
| Geometric Wealth Advisors | 1,182 | $225.7K | 0.05% | +1,182 | New |
| Meiji Yasuda Life Insurance Co | 1,181 | $225.5K | 0.00% | +1,181 | New |
| Central Pacific Bank - Trust Division | 1,188 | $225.5K | 0.03% | +1,188 | New |
| Goldstein Advisors, LLC | 1,178 | $225.0K | 0.04% | +1,178 | New |
| Brown Capital Management LLC | 1,175 | $224.4K | 0.00% | +1,175 | New |
| Coppell Advisory Solutions Corp. | 1,173 | $224.0K | 0.04% | +1,173 | New |
| Professional Financial Advisors, LLC | 1,172 | $223.8K | 0.06% | +1,172 | New |
| Spinnaker Investment Group, LLC | 1,172 | $223.8K | 0.06% | +1,172 | New |
| Walker Asset Management, LLC | 1,171 | $223.6K | 0.15% | +1,171 | New |
| Darden Wealth Group Inc | 1,170 | $223.4K | 0.18% | +1,170 | New |
| TNF LLC | 1,211 | $222.9K | 0.09% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,164 | $222.3K | 0.11% | −4,942−80.9% | Reduced |
| Bernardo Wealth Planning LLC | 1,163 | $222.1K | 0.06% | +1,163 | New |
| ORG Partners LLC | 1,168 | $222.0K | 0.42% | −14,631−92.6% | Reduced |
| RVW Wealth, LLC | 1,162 | $221.8K | 0.02% | +1,162 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,161 | $221.7K | 0.09% | +1,161 | New |
| TruNorth Capital Management, LLC | 1,159 | $221.4K | 0.08% | +1,159 | New |
| Zimmermann Investment Management & Planning LLC | 1,158 | $221.1K | 0.08% | −149−11.4% | Reduced |
| Dillon & Associates Inc | 1,152 | $220.0K | 0.03% | +1,152 | New |
| Northern Capital Management, Inc. | 1,151 | $219.9K | 0.15% | +1,151 | New |
| Prairie Sky Financial Group LLC | 1,150 | $219.6K | 0.13% | +1,150 | New |
| Founders Capital Management | 1,150 | $219.6K | 0.15% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,150 | $219.6K | 0.09% | +1,150 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,150 | $219.6K | 0.05% | +1,150 | New |
| Gemmer Asset Management LLC | 1,150 | $219.5K | 0.03% | +1,150 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,148 | $219.2K | 0.17% | +1,148 | New |
| Searcy Financial Services Inc | 1,148 | $219.2K | 0.11% | +1,148 | New |
| TAGStone Capital, Inc. | 1,148 | $219.0K | 0.13% | +1,148 | New |
| Jacobsen Capital Management | 1,145 | $218.6K | 0.10% | +1,145 | New |
| Clay Northam Wealth Management, LLC | 1,144 | $218.5K | 0.18% | +1,144 | New |
| Stone Point Wealth LLC | 1,143 | $218.3K | 0.08% | +1,143 | New |
| Trust Co of Virginia | 1,141 | $217.9K | 0.02% | +1,141 | New |
| Schoolcraft Capital LLC | 1,137 | $217.1K | 0.05% | +1,137 | New |
| Cetera Trust Company, N.A | 1,132 | $216.2K | 0.13% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,129 | $215.6K | 0.11% | +1,129 | New |
| Altiora Financial Group, LLC | 1,128 | $215.4K | 0.06% | +1,128 | New |
| Matrix Asset Advisors Inc | 1,117 | $213.3K | 0.03% | −338−23.2% | Reduced |
| Mairs & Power Inc | 1,117 | $213.3K | 0.00% | −185−14.2% | Reduced |
| Abich Financial Wealth Management LLC | 1,113 | $212.5K | 0.16% | +320+40.4% | Added |
| Carlson Capital Management | 1,112 | $212.3K | 0.01% | −4,258−79.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,110 | $212.0K | 0.07% | +1,110 | New |
| Eagle Strategies LLC | 1,110 | $211.9K | 0.05% | −1,378−55.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,108 | $211.6K | 0.01% | −196−15.0% | Reduced |
| Calamos Wealth Management LLC | 1,107 | $211.4K | 0.01% | −900−44.8% | Reduced |
| Fundamentun, LLC | 1,105 | $211.1K | 0.02% | −2,068−65.2% | Reduced |
| Sentinus, LLC | 1,105 | $211.0K | 0.07% | +1,105 | New |
| HHM Wealth Advisors, LLC | 1,101 | $210.2K | 0.03% | +15+1.4% | Added |
| Rocky Mountain Advisers, LLC | 1,100 | $210.1K | 0.07% | 00.0% | Unchanged |
| V2 Financial group LLC | 1,100 | $210.1K | 0.14% | +1,100 | New |
| IAM Advisory, LLC | 1,099 | $209.8K | 0.06% | +1,099 | New |
| Avenue 1 Advisors, LLC | 1,098 | $209.7K | 0.09% | +1,098 | New |
| Cim, LLC | 1,097 | $209.6K | 0.03% | −120−9.9% | Reduced |
| Tyler-Stone Wealth Management | 1,096 | $209.3K | 0.09% | +322+41.6% | Added |
| Shoker Investment Counsel, Inc. | 1,101 | $209.2K | 0.07% | +1,101 | New |
| Northwest Wealth Management, LLC | 1,095 | $209.1K | 0.06% | −163−13.0% | Reduced |
| Lesa Sroufe & Co | 1,095 | $209.0K | 0.20% | +1,095 | New |
| Patriot Investment Management Inc. | 1,094 | $209.0K | 0.02% | +1,094 | New |
| Cypress Financial Planning LLC | 1,093 | $208.8K | 0.10% | +1,093 | New |
| LJI Wealth Management, LLC | 1,090 | $208.1K | 0.05% | +1,090 | New |
| Gerber, LLC | 1,086 | $207.4K | 0.17% | +1,086 | New |
| Argus Investors' Counsel, Inc. | 1,085 | $207.2K | 0.13% | +1,085 | New |
| Doliver Advisors, LP | 1,084 | $207.0K | 0.06% | +1,084 | New |
| Spreng Capital Management, Inc. | 1,081 | $206.4K | 0.11% | +1,081 | New |
| Planning Directions Inc | 1,079 | $206.0K | 0.14% | +1,079 | New |
| Fox Hill Wealth Management | 1,076 | $205.5K | 0.14% | +1,076 | New |
| Pflug Koory, LLC | 1,074 | $205.1K | 0.10% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 1,072 | $204.7K | 0.05% | +1,072 | New |
| Well Done, LLC | 1,072 | $204.7K | 0.04% | −384−26.4% | Reduced |
| Chapin Davis, Inc. | 1,071 | $204.5K | 0.07% | +1,071 | New |
| Union Heritage Capital, LLC | 1,070 | $204.3K | 0.08% | +1,070 | New |
| Powers Advisory Group, LLC | 1,066 | $203.5K | 0.12% | +1,066 | New |
| Financial Advisory Corp | 1,064 | $203.0K | 0.08% | +1,064 | New |
| RFP Financial Group LLC | 1,062 | $202.8K | 0.08% | −171−13.9% | Reduced |
| Global Wealth Strategies & Associates | 1,060 | $202.4K | 0.08% | 00.0% | Unchanged |
| LGL Partners, LLC | 1,057 | $201.8K | 0.03% | +1,057 | New |
| Thrive Capital Management, LLC | 1,054 | $201.3K | 0.11% | −244−18.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,051 | $200.6K | 0.03% | +8+0.8% | Added |
| Jarislowsky, Fraser Ltd | 1,050 | $200.5K | 0.00% | −1,450−58.0% | Reduced |
| NCP Inc. | 1,050 | $200.5K | 0.14% | +1,050 | New |
| Hoey Investments, Inc | 1,044 | $199.4K | 0.04% | −651−38.4% | Reduced |
| First Financial Corp | 1,022 | $195.2K | 0.10% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,018 | $194.4K | 0.16% | −96−8.6% | Reduced |
| Retirement Group, LLC | 1,006 | $192.0K | 0.07% | +49+5.1% | Added |