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
- 2,809
- +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
- 1,095 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 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| Lathrop Investment Management Corp | 42,455 | $8.11M | 1.57% | −6,622−13.5% | Reduced |
| WealthPlan Investment Management, LLC | 42,368 | $8.09M | 1.23% | −8,490−16.7% | Reduced |
| Norinchukin Bank, The | 42,167 | $8.05M | 0.24% | −3,146−6.9% | Reduced |
| Simplicity Wealth,LLC | 42,164 | $8.05M | 0.19% | +42,164 | New |
| Marathon Capital Management | 41,844 | $7.99M | 1.91% | −1,120−2.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 41,791 | $7.98M | 0.66% | −1,920−4.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 41,510 | $7.93M | 1.38% | +2,555+6.6% | Added |
| Addenda Capital Inc. | 41,483 | $7.92M | 0.30% | −116−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 40,909 | $7.81M | 0.11% | +1,277+3.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 40,821 | $7.80M | 4.22% | −781−1.9% | Reduced |
| HighPoint Advisor Group LLC | 46,310 | $7.76M | 0.55% | +575+1.3% | Added |
| Winslow Asset Management Inc | 40,251 | $7.69M | 1.45% | +86+0.2% | Added |
| Fidelity D & D Bancorp Inc | 40,015 | $7.64M | 5.74% | −78−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 39,992 | $7.64M | 0.24% | −603−1.5% | Reduced |
| Maven Securities LTD | 39,819 | $7.60M | 0.45% | +23,504+144.1% | Added |
| Portland Global Advisors LLC | 39,670 | $7.58M | 1.03% | +300+0.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 39,633 | $7.57M | 1.89% | −858−2.1% | Reduced |
| Laird Norton Trust Company, LLC | 39,500 | $7.54M | 1.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 39,443 | $7.53M | 1.11% | +598+1.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 39,422 | $7.53M | 1.99% | −2,161−5.2% | Reduced |
| Coldstream Capital Management Inc | 39,230 | $7.49M | 0.19% | −281−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 38,978 | $7.44M | 0.26% | −1,869−4.6% | Reduced |
| SpiderRock Advisors, LLC | 38,612 | $7.40M | 0.24% | +38,612 | New |
| Brown Brothers Harriman & Co | 38,689 | $7.39M | 0.06% | +974+2.6% | Added |
| Meritage Portfolio Management | 38,677 | $7.39M | 0.47% | −1,959−4.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 38,507 | $7.35M | 0.81% | +6,032+18.6% | Added |
| Shelter Mutual Insurance Co | 38,491 | $7.35M | 1.89% | 00.0% | Unchanged |
| Rathbone Brothers plc | 38,293 | $7.31M | 0.04% | −465−1.2% | Reduced |
| Montgomery Investment Management Inc | 38,156 | $7.29M | 2.78% | −13,033−25.5% | Reduced |
| Davy Global Fund Management Ltd | 38,046 | $7.27M | 0.82% | −3,300−8.0% | Reduced |
| Goelzer Investment Management, Inc. | 37,886 | $7.23M | 0.41% | −702−1.8% | Reduced |
| Tectonic Advisors LLC | 37,532 | $7.17M | 0.55% | +395+1.1% | Added |
| Lincoln National Corp | 37,274 | $7.12M | 0.11% | +2,443+7.0% | Added |
| Chiron Investment Management, LLC | 37,225 | $7.11M | 3.08% | −7,866−17.4% | Reduced |
| Romano Brothers and Company | 37,076 | $7.08M | 0.97% | +50.0% | Added |
| Metropolitan Life Insurance Co | 36,905 | $7.05M | 0.31% | −263−0.7% | Reduced |
| Columbia Asset Management | 43,083 | $7.05M | 1.44% | 00.0% | Unchanged |
| SFE Investment Counsel | 36,769 | $7.02M | 1.59% | +3,251+9.7% | Added |
| Ieq Capital, LLC | 36,678 | $7.00M | 0.10% | +3,260+9.8% | Added |
| Principal Street Partners, LLC | 37,685 | $6.97M | 1.32% | +721+2.0% | Added |
| Barometer Capital Management Inc. | 41,751 | $6.94M | 1.80% | −1,719−4.0% | Reduced |
| XML Financial, LLC | 36,290 | $6.93M | 0.71% | −5,733−13.6% | Reduced |
| RSM US Wealth Management LLC | 36,091 | $6.89M | 0.18% | −601−1.6% | Reduced |
| Insight Folios Inc | 35,978 | $6.87M | 2.78% | −8,598−19.3% | Reduced |
| American Trust Investment Advisors, LLC | 35,803 | $6.84M | 3.26% | −598−1.6% | Reduced |
| Royal Fund Management, LLC | 35,531 | $6.79M | 0.78% | +1,558+4.6% | Added |
| Berger Financial Group, Inc | 35,255 | $6.73M | 0.55% | −3,034−7.9% | Reduced |
| Foster & Motley Inc | 35,244 | $6.73M | 0.46% | +1,009+2.9% | Added |
| Winton Group Ltd | 35,205 | $6.72M | 0.47% | −4,602−11.6% | Reduced |
| Assetmark, Inc | 34,830 | $6.65M | 0.02% | +1,678+5.1% | Added |
| Baker Avenue Asset Management, LP | 34,610 | $6.61M | 0.26% | +5,812+20.2% | Added |
| Financial & Tax Architects, LLC | 34,301 | $6.55M | 1.80% | −3,479−9.2% | Reduced |
| KWMG, LLC | 34,294 | $6.55M | 0.72% | −396−1.1% | Reduced |
| HGK Asset Management Inc | 34,270 | $6.54M | 1.28% | −3,143−8.4% | Reduced |
| Dodge & Cox | 34,270 | $6.54M | 0.00% | −700−2.0% | Reduced |
| Sigma Planning Corp | 34,259 | $6.54M | 0.21% | +19,082+125.7% | Added |
| Fulton Bank, N.A. | 34,142 | $6.52M | 0.27% | +1,671+5.1% | Added |
| Birmingham Capital Management Co Inc | 34,137 | $6.52M | 2.40% | −1,570−4.4% | Reduced |
| Toth Financial Advisory Corp | 33,785 | $6.45M | 0.81% | −4,906−12.7% | Reduced |
| Cohen Klingenstein LLC | 33,715 | $6.44M | 0.24% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 33,611 | $6.42M | 0.16% | −2,879−7.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,295 | $6.36M | 1.56% | +20.0% | Added |
| Stonegate Investment Group, LLC | 33,284 | $6.36M | 0.20% | −309,455−90.3% | Reduced |
| Johnson Investment Counsel Inc | 32,988 | $6.30M | 0.07% | +381+1.2% | Added |
| New England Asset Management Inc | 32,910 | $6.28M | 0.97% | +2,135+6.9% | Added |
| Empirical Finance, LLC | 32,692 | $6.24M | 0.38% | +1,113+3.5% | Added |
| TrimTabs Asset Management, LLC | 32,692 | $6.24M | 1.56% | +2,454+8.1% | Added |
| L & S Advisors Inc | 32,661 | $6.24M | 0.71% | +32,661 | New |
| Bleakley Financial Group, LLC | 32,469 | $6.20M | 0.18% | +2,727+9.2% | Added |
| Gabelli Funds LLC | 32,150 | $6.14M | 0.05% | −135−0.4% | Reduced |
| Sowell Financial Services LLC | 32,016 | $6.11M | 0.29% | +105+0.3% | Added |
| Rodgers Brothers Inc. | 31,891 | $6.09M | 0.83% | −3,946−11.0% | Reduced |
| Canandaigua National Bank & Trust Co | 31,848 | $6.08M | 0.90% | −250−0.8% | Reduced |
| King Luther Capital Management Corp | 31,687 | $6.05M | 0.03% | −155−0.5% | Reduced |
| Ar Asset Management Inc | 31,452 | $6.01M | 1.46% | 00.0% | Unchanged |
| Mendel Money Management | 31,179 | $5.95M | 2.75% | −3,605−10.4% | Reduced |
| Equitable Holdings, Inc. | 31,106 | $5.94M | 0.07% | +2,025+7.0% | Added |
| Prosperity Consulting Group, LLC | 30,964 | $5.91M | 0.74% | +26,349+570.9% | Added |
| 1st Source Bank | 30,927 | $5.91M | 0.34% | −892−2.8% | Reduced |
| Bard Financial Services, Inc. | 30,860 | $5.89M | 0.63% | +150+0.5% | Added |
| Garland Capital Management Inc | 30,718 | $5.87M | 3.89% | −450−1.4% | Reduced |
| Essex Financial Services, Inc. | 30,686 | $5.86M | 0.54% | +734+2.5% | Added |
| Shilanski & Associates, Inc. | 30,538 | $5.83M | 2.01% | −492−1.6% | Reduced |
| Hourglass Capital, LLC | 30,425 | $5.81M | 1.75% | −60−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 30,414 | $5.81M | 0.32% | −15,106−33.2% | Reduced |
| Farmers & Merchants Investments Inc | 30,291 | $5.78M | 0.20% | −2,794−8.4% | Reduced |
| Warren Averett Asset Management, LLC | 30,242 | $5.77M | 0.14% | +11,233+59.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 30,196 | $5.77M | 0.40% | −2,335−7.2% | Reduced |
| WealthPLAN Partners, LLC | 30,144 | $5.76M | 0.60% | −14,854−33.0% | Reduced |
| KMG Fiduciary Partners, LLC | 30,017 | $5.73M | 0.59% | +10,373+52.8% | Added |
| Riggs Asset Managment Co. Inc. | 29,846 | $5.70M | 1.66% | −9,002−23.2% | Reduced |
| Private Advisory Group LLC | 29,670 | $5.67M | 0.81% | +22,394+307.8% | Added |
| Bonness Enterprises Inc | 29,564 | $5.65M | 2.04% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 29,483 | $5.63M | 0.16% | +1,146+4.0% | Added |
| Neville Rodie & Shaw Inc | 29,467 | $5.63M | 0.43% | +5,141+21.1% | Added |
| Squarepoint Ops LLC | 29,427 | $5.62M | 0.02% | +4,684+18.9% | Added |
| Whittier Trust Co of Nevada Inc | 29,292 | $5.59M | 0.16% | +393+1.4% | Added |
| GTS Securities LLC | 29,287 | $5.59M | 0.15% | +24,691+537.2% | Added |
| Benson Investment Management Company, Inc. | 29,233 | $5.58M | 2.37% | −6,902−19.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,035 | $5.54M | 0.14% | +132+0.5% | Added |