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 |
|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | 28,971 | $5.53M | 0.85% | +304+1.1% | Added |
| Empire Financial Management Company, LLC | 28,835 | $5.51M | 1.82% | +1,006+3.6% | Added |
| Factory Mutual Insurance Co | 28,800 | $5.50M | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 28,741 | $5.49M | 1.55% | −12,706−30.7% | Reduced |
| Tufton Capital Management | 28,715 | $5.48M | 1.08% | −192−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 28,706 | $5.48M | 0.22% | −1,416−4.7% | Reduced |
| Panagora Asset Management Inc | 28,703 | $5.48M | 0.03% | −4,606−13.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 28,508 | $5.44M | 0.23% | −40.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 28,372 | $5.42M | 0.06% | +6,074+27.2% | Added |
| Hall Laurie J Trustee | 28,311 | $5.41M | 1.90% | +933+3.4% | Added |
| EP Wealth Advisors, LLC | 28,273 | $5.40M | 0.06% | +1,935+7.3% | Added |
| Vectors Research Management, LLC | 28,262 | $5.40M | 1.52% | −127,556−81.9% | Reduced |
| Ironwood Investment Counsel, LLC | 28,001 | $5.35M | 0.94% | −14,223−33.7% | Reduced |
| FLC Capital Advisors | 27,984 | $5.34M | 1.35% | −744−2.6% | Reduced |
| Foundations Investment Advisors, LLC | 27,927 | $5.33M | 0.14% | +261+0.9% | Added |
| CoreCap Advisors, LLC | 27,821 | $5.31M | 0.28% | +3,310+13.5% | Added |
| Convergence Investment Partners, LLC | 27,768 | $5.30M | 2.03% | +6,429+30.1% | Added |
| Mediolanum International Funds Ltd | 27,781 | $5.30M | 0.09% | +27,781 | New |
| Iowa State Bank | 27,636 | $5.28M | 1.17% | +295+1.1% | Added |
| Chartwell Investment Partners, LLC | 27,575 | $5.26M | 0.18% | −6,325−18.7% | Reduced |
| Trajan Wealth LLC | 27,482 | $5.25M | 0.36% | +27,482 | New |
| Horizon Investments, LLC | 27,682 | $5.23M | 0.14% | −180−0.6% | Reduced |
| Hayek Kallen Investment Management | 27,302 | $5.21M | 2.00% | +260+1.0% | Added |
| Moloney Securities Asset Management, LLC | 27,164 | $5.19M | 0.78% | −191−0.7% | Reduced |
| Parallel Advisors, LLC | 26,926 | $5.14M | 0.14% | +2,223+9.0% | Added |
| Ofi Invest Asset Management | 27,960 | $5.14M | 0.14% | +14,492+107.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,891 | $5.14M | 0.28% | −214−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 26,883 | $5.13M | 0.08% | −225−0.8% | Reduced |
| Maxi Investments CY Ltd | 26,805 | $5.12M | 1.37% | +26,805 | New |
| Capital Planning Advisors, LLC | 26,799 | $5.12M | 0.90% | +212+0.8% | Added |
| Asset Dedication, LLC | 26,832 | $5.10M | 0.38% | −124−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,700 | $5.10M | 0.04% | +26,700 | New |
| United Services Automobile Association | 26,680 | $5.09M | 0.13% | −63,678−70.5% | Reduced |
| Kinloch Capital, LLC | 26,619 | $5.08M | 2.61% | +600+2.3% | Added |
| Van Strum & Towne Inc. | 26,616 | $5.08M | 1.86% | −435−1.6% | Reduced |
| Mutual Advisors, LLC | 26,554 | $5.07M | 0.16% | −578−2.1% | Reduced |
| Allworth Financial LP | 26,492 | $5.06M | 0.04% | +346+1.3% | Added |
| AXS Investments LLC | 26,437 | $5.05M | 1.21% | −249−0.9% | Reduced |
| Jacobi Capital Management LLC | 26,426 | $5.05M | 0.47% | −306−1.1% | Reduced |
| Greylin Investment Mangement Inc | 26,294 | $5.02M | 0.81% | −2,973−10.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,290 | $5.02M | 0.54% | −136−0.5% | Reduced |
| Hantz Financial Services, Inc. | 26,272 | $5.02M | 0.10% | −2,132−7.5% | Reduced |
| Resources Management Corp | 26,194 | $5.00M | 0.73% | −3,884−12.9% | Reduced |
| MEMBERS Trust Co | 26,097 | $4.98M | 0.15% | −3,985−13.2% | Reduced |
| Altrius Capital Management Inc | 26,072 | $4.98M | 1.25% | +892+3.5% | Added |
| South State Corp. | 25,969 | $4.96M | 0.39% | +525+2.1% | Added |
| NovaPoint Capital, LLC | 25,952 | $4.96M | 1.74% | −2,311−8.2% | Reduced |
| Birinyi Associates Inc | 25,661 | $4.90M | 1.60% | +23,153+923.2% | Added |
| Wellington Shields & Co., LLC | 25,655 | $4.90M | 1.64% | −396−1.5% | Reduced |
| Hallmark Capital Management Inc | 25,341 | $4.84M | 0.36% | −2,951−10.4% | Reduced |
| Wealthspire Advisors, LLC | 25,289 | $4.83M | 0.06% | +221+0.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 25,289 | $4.83M | 1.66% | −11,481−31.2% | Reduced |
| Ziegler Capital Management, LLC | 25,286 | $4.83M | 0.18% | +4,839+23.7% | Added |
| SS&H Financial Advisors, Inc. | 25,185 | $4.81M | 2.00% | −1,205−4.6% | Reduced |
| Burney Co | 25,100 | $4.79M | 0.18% | −510−2.0% | Reduced |
| First Nebraska Trust Co | 25,082 | $4.79M | 0.49% | −434−1.7% | Reduced |
| Nwam LLC | 28,196 | $4.78M | 0.39% | +15,716+125.9% | Added |
| Stansberry Asset Management, LLC | 24,936 | $4.76M | 0.64% | +74+0.3% | Added |
| Central Trust Co | 24,884 | $4.75M | 0.12% | −669−2.6% | Reduced |
| Claret Asset Management Corp | 24,870 | $4.75M | 0.80% | −245−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 24,798 | $4.74M | 0.12% | +2,111+9.3% | Added |
| Stock Yards Bank & Trust Co | 24,792 | $4.73M | 0.16% | +810+3.4% | Added |
| Rakuten Investment Management, Inc. | 24,589 | $4.70M | 0.03% | +22,333+989.9% | Added |
| Kavar Capital Partners Group, LLC | 24,533 | $4.68M | 0.86% | −23,033−48.4% | Reduced |
| Wright Investors Service Inc | 24,467 | $4.67M | 1.18% | +153+0.6% | Added |
| Veriti Management LLC | 24,383 | $4.66M | 0.35% | +2,499+11.4% | Added |
| SeaCrest Wealth Management, LLC | 24,299 | $4.64M | 0.57% | −7,892−24.5% | Reduced |
| Windward Capital Management Co | 24,259 | $4.63M | 0.39% | −292−1.2% | Reduced |
| Diversify Advisory Services, LLC | 24,377 | $4.63M | 0.27% | +24,377 | New |
| Hanson & Doremus Investment Management | 24,180 | $4.62M | 0.80% | +319+1.3% | Added |
| Holderness Investments Co | 23,994 | $4.58M | 1.12% | +242+1.0% | Added |
| Mount Yale Investment Advisors, LLC | 23,955 | $4.57M | 0.35% | −275−1.1% | Reduced |
| Silverlake Wealth Management LLC | 23,894 | $4.56M | 2.32% | −233−1.0% | Reduced |
| Kinneret Advisory, LLC | 23,894 | $4.56M | 0.46% | −74−0.3% | Reduced |
| We Are One Seven, LLC | 23,878 | $4.56M | 0.24% | −414−1.7% | Reduced |
| Hilltop Holdings Inc. | 23,872 | $4.56M | 0.51% | +67+0.3% | Added |
| Moody Lynn & Lieberson, LLC | 23,857 | $4.56M | 0.31% | +7,187+43.1% | Added |
| Gateway Advisory, LLC | 23,794 | $4.54M | 0.80% | +23,794 | New |
| Del-Sette Capital Management, LLC | 23,787 | $4.54M | 3.73% | +12,317+107.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 23,736 | $4.53M | 0.13% | −1,178−4.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 23,593 | $4.51M | 1.03% | +3,300+16.3% | Added |
| BLB&B Advisors, LLC | 23,536 | $4.49M | 0.25% | −850−3.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 23,400 | $4.47M | 0.10% | +6,432+37.9% | Added |
| Genus Capital Management Inc. | 23,400 | $4.47M | 0.58% | +23,400 | New |
| Stonebridge Capital Advisors LLC | 23,375 | $4.46M | 0.40% | −810−3.3% | Reduced |
| Baader Bank INC | 23,200 | $4.43M | 0.36% | +1,170+5.3% | Added |
| Busey Wealth Management | 23,152 | $4.42M | 0.16% | +10.0% | Added |
| Staley Capital Advisers Inc | 23,117 | $4.41M | 0.21% | −130−0.6% | Reduced |
| Strategic Planning Group, LLC | 23,097 | $4.41M | 1.10% | +3,086+15.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 23,055 | $4.40M | 0.76% | +3,200+16.1% | Added |
| NEOS Investment Management LLC | 23,024 | $4.40M | 0.27% | +5,879+34.3% | Added |
| Cunning Capital Partners, LP | 22,975 | $4.39M | 2.43% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 22,891 | $4.37M | 0.31% | +22,891 | New |
| Tokio Marine Asset Management Co Ltd | 22,880 | $4.37M | 0.22% | +2,279+11.1% | Added |
| Vident Advisory, LLC | 22,425 | $4.28M | 0.09% | −1,116−4.7% | Reduced |
| Argyle Capital Management Inc. | 22,327 | $4.26M | 1.65% | −850−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 22,325 | $4.26M | 0.39% | −74−0.3% | Reduced |
| Searle & Co. | 22,205 | $4.24M | 1.08% | +102+0.5% | Added |
| Money Concepts Capital Corp | 22,160 | $4.23M | 0.39% | −343−1.5% | Reduced |
| Viking Fund Management LLC | 22,100 | $4.22M | 0.76% | 00.0% | Unchanged |