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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 1,000 | $191.0K | 0.22% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $191.0K | 0.06% | +1,000 | New |
| Ritter Daniher Financial Advisory LLC | 980 | $187.2K | 0.06% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 980 | $187.1K | 0.09% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 962 | $184.0K | 0.00% | +195+25.4% | Added |
| Laffer Tengler Investments | 956 | $182.6K | 0.05% | +13+1.4% | Added |
| Cherry Tree Wealth Management, LLC | 950 | $181.4K | 0.05% | +97+11.4% | Added |
| Northwest Capital Management Inc | 949 | $181.2K | 0.06% | −281−22.8% | Reduced |
| Stone House Investment Management, LLC | 943 | $180.0K | 0.04% | +696+281.8% | Added |
| Financial Freedom, LLC | 943 | $180.0K | 0.11% | +8+0.9% | Added |
| Icon Wealth Advisors, LLC | 936 | $178.7K | 0.02% | −2,407−72.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 930 | $177.6K | 0.09% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 916 | $174.9K | 0.04% | −127−12.2% | Reduced |
| Semmax Financial Advisors Inc. | 1,017 | $172.1K | 0.06% | +1+0.1% | Added |
| BFSG, LLC | 880 | $168.0K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 878 | $167.7K | 0.04% | +12+1.4% | Added |
| Clear Point Advisors Inc. | 876 | $167.3K | 0.14% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 978 | $162.5K | 0.03% | +978 | New |
| Evergreen Private Wealth LLC | 835 | $159.5K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 830 | $158.5K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 935 | $158.0K | 0.04% | −11−1.2% | Reduced |
| Bollard Group LLC | 800 | $153.0K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 764 | $145.9K | 0.13% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 758 | $144.7K | 0.03% | −200−20.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 742 | $141.7K | 0.06% | +412+124.8% | Added |
| Fernwood Investment Management, LLC | 741 | $141.5K | 0.04% | +741 | New |
| Beaird Harris Wealth Management, LLC | 740 | $141.3K | 0.01% | +284+62.3% | Added |
| Westside Investment Management, Inc. | 738 | $140.9K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 737 | $139.9K | 0.06% | +25+3.5% | Added |
| HighMark Wealth Management LLC | 732 | $139.8K | 0.09% | +19+2.7% | Added |
| Northwest Investment Counselors, LLC | 712 | $136.0K | 0.03% | +712 | New |
| Frazier Financial Advisors, LLC | 712 | $136.0K | 0.11% | +13+1.9% | Added |
| Hollencrest Capital Management | 694 | $132.5K | 0.01% | −499−41.8% | Reduced |
| S.A. Mason LLC | 682 | $130.2K | 0.08% | +21+3.2% | Added |
| Abound Wealth Management | 681 | $130.0K | 0.05% | +29+4.4% | Added |
| Iron Horse Wealth Management, LLC | 670 | $127.9K | 0.05% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 753 | $126.0K | 0.07% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 657 | $125.5K | 0.10% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 657 | $125.5K | 0.13% | +657 | New |
| Voisard Asset Management Group, Inc. | 650 | $124.1K | 0.07% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 648 | $123.7K | 0.10% | +377+139.1% | Added |
| Private Wealth Management Group, LLC | 647 | $123.6K | 0.06% | −26−3.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 657 | $119.2K | 0.07% | +24+3.8% | Added |
| First Community Trust NA | 620 | $118.4K | 0.11% | 00.0% | Unchanged |
| Gould Capital, LLC | 620 | $118.4K | 0.08% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 618 | $117.9K | 0.03% | +5+0.8% | Added |
| Aspire Private Capital, LLC | 613 | $117.0K | 0.03% | +1+0.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 611 | $116.7K | 0.08% | +2+0.3% | Added |
| Cutler Capital Management, LLC | 611 | $116.7K | 0.05% | +611 | New |
| Blume Capital Management, Inc. | 600 | $114.6K | 0.03% | −240−28.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 580 | $110.8K | 0.04% | +20+3.6% | Added |
| PrairieView Partners, LLC | 574 | $110.0K | 0.01% | +1+0.2% | Added |
| West Branch Capital LLC | 570 | $108.8K | 0.04% | −107−15.8% | Reduced |
| Prestige Wealth Management Group LLC | 563 | $107.5K | 0.02% | −140−19.9% | Reduced |
| Proffitt & Goodson Inc | 555 | $106.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 547 | $104.0K | 0.02% | −100−15.5% | Reduced |
| Ogorek Anthony Joseph | 537 | $102.0K | 0.04% | −42−7.3% | Reduced |
| Financial Avengers, Inc. | 529 | $100.4K | 0.05% | +25+5.0% | Added |
| Peoples Bank | 525 | $100.3K | 0.08% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 518 | $99.0K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 504 | $96.2K | 0.05% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 500 | $95.5K | 0.07% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 497 | $94.9K | 0.02% | +2+0.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 491 | $93.8K | 0.01% | −62−11.2% | Reduced |
| West Oak Capital, LLC | 485 | $93.0K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 484 | $92.0K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 480 | $91.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 476 | $90.9K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 466 | $89.0K | 0.02% | −95−16.9% | Reduced |
| Aspect Partners, LLC | 463 | $88.4K | 0.07% | +10+2.2% | Added |
| Liontrust Investment Partners LLP | 462 | $88.2K | 0.00% | −1,208−72.3% | Reduced |
| Cutler Group LP | 451 | $86.0K | 0.04% | −3,114−87.3% | Reduced |
| Maryland Capital Advisors Inc. | 450 | $85.9K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 449 | $85.7K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 428 | $84.9K | 0.05% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 443 | $84.6K | 0.04% | −754−63.0% | Reduced |
| VitalStone Financial, LLC | 440 | $84.0K | 0.06% | +440 | New |
| Johnson Financial Group, Inc. | 437 | $83.5K | 0.00% | −36−7.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 630 | $82.6K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 432 | $82.6K | 0.05% | −7−1.6% | Reduced |
| Trust Co | 431 | $82.3K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 425 | $81.2K | 0.00% | +425 | New |
| Burkett Financial Services, LLC | 423 | $80.7K | 0.04% | +4+1.0% | Added |
| New England Capital Financial Advisors LLC | 421 | $80.4K | 0.05% | +28+7.1% | Added |
| Frank, Rimerman Advisors LLC | 413 | $78.9K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $76.4K | 0.01% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 390 | $74.5K | 1.46% | +390 | New |
| Credential Qtrade Securities Inc. | 387 | $73.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 378 | $72.2K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 376 | $72.0K | 0.02% | −2−0.5% | Reduced |
| Western Pacific Wealth Management, LP | 375 | $71.6K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 372 | $71.0K | 0.01% | +17+4.8% | Added |
| Cornerstone Planning Group LLC | 423 | $69.9K | 0.02% | −5−1.2% | Reduced |
| GoalVest Advisory LLC | 358 | $68.4K | 0.02% | +258+258.0% | Added |
| Clarity Asset Management, Inc. | 348 | $66.5K | 0.05% | +53+18.0% | Added |
| Paladin Advisory Group, LLC | 348 | $66.1K | 0.05% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 341 | $65.0K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 337 | $65.0K | 0.05% | +3+0.9% | Added |
| Tidemark, LLC | 340 | $64.9K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 338 | $64.6K | 0.03% | +61+22.0% | Added |