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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Europe) Ltd | 22,053 | $4.21M | 0.27% | −30−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 22,047 | $4.21M | 0.45% | −1,528−6.5% | Reduced |
| Channing Capital Management, LLC | 21,978 | $4.20M | 0.11% | −11,937−35.2% | Reduced |
| Venture Visionary Partners LLC | 21,914 | $4.18M | 0.20% | +867+4.1% | Added |
| RFG Advisory, LLC | 21,897 | $4.18M | 0.14% | +631+3.0% | Added |
| Clean Yield Group | 21,736 | $4.15M | 1.61% | −392−1.8% | Reduced |
| Stonebridge Capital Management Inc | 21,716 | $4.15M | 1.85% | +225+1.0% | Added |
| Bryn Mawr Trust Co | 21,670 | $4.14M | 0.16% | +21,670 | New |
| Profund Advisors LLC | 21,634 | $4.13M | 0.16% | −2,762−11.3% | Reduced |
| Pathway Financial Advisers, LLC | 21,626 | $4.13M | 1.49% | −1,151−5.1% | Reduced |
| Madison Asset Management, LLC | 21,612 | $4.13M | 0.05% | −16,238−42.9% | Reduced |
| Socha Financial Group, LLC | 21,569 | $4.12M | 1.81% | +26+0.1% | Added |
| Perkins Coie Trust Co | 21,443 | $4.09M | 0.96% | +273+1.3% | Added |
| Allen Capital Group, LLC | 21,418 | $4.09M | 0.59% | −1,087−4.8% | Reduced |
| Mission Wealth Management, LP | 21,399 | $4.09M | 0.11% | +1,859+9.5% | Added |
| Next Level Private LLC | 21,262 | $4.06M | 1.86% | +51+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 21,256 | $4.06M | 0.32% | +108+0.5% | Added |
| Perigon Wealth Management, LLC | 21,247 | $4.06M | 0.12% | +1,007+5.0% | Added |
| Siemens Fonds Invest GmbH | 21,149 | $4.04M | 0.31% | −223−1.0% | Reduced |
| Ossiam | 21,145 | $4.04M | 0.07% | −19,968−48.6% | Reduced |
| Northcape Wealth Management, LLC | 21,060 | $4.02M | 1.47% | +6,126+41.0% | Added |
| Game Creek Capital, LP | 21,025 | $4.01M | 2.17% | −28,100−57.2% | Reduced |
| Ibex Wealth Advisors | 28,390 | $4.00M | 1.08% | +28,349+69,143.9% | Added |
| Alberta Investment Management Corp | 20,900 | $3.99M | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 20,884 | $3.99M | 0.18% | +953+4.8% | Added |
| Patton Albertson Miller Group, LLC | 20,864 | $3.98M | 0.60% | +1,622+8.4% | Added |
| Old Port Advisors | 20,844 | $3.98M | 1.22% | −359−1.7% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 20,763 | $3.96M | 1.93% | −1,711−7.6% | Reduced |
| Gamco Investors, Inc. Et Al | 20,687 | $3.95M | 0.04% | −844−3.9% | Reduced |
| Gries Financial LLC | 20,649 | $3.94M | 0.66% | −42−0.2% | Reduced |
| Public Sector Pension Investment Board | 20,622 | $3.94M | 0.03% | −110−0.5% | Reduced |
| Herold Advisors, Inc. | 20,599 | $3.93M | 0.95% | −890−4.1% | Reduced |
| Edge Capital Group, LLC | 20,589 | $3.93M | 0.20% | +1,167+6.0% | Added |
| Principal Securities, Inc. | 20,564 | $3.93M | 0.12% | +5,446+36.0% | Added |
| Hodges Capital Management Inc. | 20,535 | $3.92M | 0.25% | +7,768+60.8% | Added |
| Surience Private Wealth LLC | 20,497 | $3.91M | 3.71% | +20,497 | New |
| Farmers National Bank | 20,468 | $3.91M | 1.17% | −972−4.5% | Reduced |
| Signaturefd, LLC | 20,378 | $3.89M | 0.08% | +1,974+10.7% | Added |
| Groupama Asset Managment | 10,830 | $3.88M | 0.07% | −15,039−58.1% | Reduced |
| Ingalls & Snyder LLC | 20,250 | $3.87M | 0.17% | −75−0.4% | Reduced |
| Park Avenue Securities LLC | 20,213 | $3.86M | 0.05% | +265+1.3% | Added |
| Commerzbank Aktiengesellschaft | 20,130 | $3.84M | 0.13% | +7,269+56.5% | Added |
| Global Retirement Partners, LLC | 20,127 | $3.84M | 0.14% | +1,568+8.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.84M | 1.40% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 20,076 | $3.83M | 3.04% | −61−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 20,026 | $3.82M | 0.19% | +170+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $3.82M | 0.48% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 20,000 | $3.82M | 0.11% | +20,000 | New |
| Redwood Wealth Management Group, LLC | 19,974 | $3.81M | 4.04% | −511−2.5% | Reduced |
| Atomi Financial Group, Inc. | 19,893 | $3.80M | 0.35% | +967+5.1% | Added |
| Cornerstone Wealth Management, LLC | 19,872 | $3.79M | 0.31% | +8,948+81.9% | Added |
| Pettee Investors, Inc. | 19,827 | $3.79M | 1.60% | 00.0% | Unchanged |
| Westmount Partners, LLC | 19,758 | $3.77M | 1.36% | +72+0.4% | Added |
| J. W. Coons Advisors, LLC | 19,733 | $3.77M | 0.85% | +1,357+7.4% | Added |
| GYL Financial Synergies, LLC | 19,699 | $3.76M | 0.30% | +463+2.4% | Added |
| Carret Asset Management, LLC | 19,652 | $3.75M | 0.44% | −356−1.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 19,609 | $3.74M | 0.76% | +67+0.3% | Added |
| Strategic Advisors LLC | 19,564 | $3.74M | 0.74% | −3,751−16.1% | Reduced |
| Quantinno Capital Management LP | 19,524 | $3.73M | 0.08% | +6,031+44.7% | Added |
| Signature Wealth Management Group | 20,405 | $3.71M | 1.69% | −5,313−20.7% | Reduced |
| Modera Wealth Management, LLC | 19,294 | $3.68M | 0.06% | +1,731+9.9% | Added |
| Smithfield Trust Co | 19,168 | $3.66M | 0.19% | −106−0.5% | Reduced |
| Verdence Capital Advisors LLC | 19,104 | $3.65M | 0.33% | −1,938−9.2% | Reduced |
| Jones Financial Companies LLLP | 19,097 | $3.65M | 0.00% | +2,477+14.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 19,024 | $3.63M | 0.20% | −1,024−5.1% | Reduced |
| AIMZ Investment Advisors, LLC | 18,982 | $3.62M | 1.35% | −297−1.5% | Reduced |
| Rothschild Investment LLC | 18,961 | $3.62M | 0.26% | +325+1.7% | Added |
| Paragon Capital Management LLC | 18,865 | $3.60M | 1.94% | −136−0.7% | Reduced |
| Lifeworks Advisors, LLC | 18,863 | $3.60M | 1.01% | +437+2.4% | Added |
| Old Point Trust & Financial Services N A | 18,859 | $3.60M | 1.31% | −170−0.9% | Reduced |
| Associated Banc-Corp | 18,762 | $3.58M | 0.11% | −44−0.2% | Reduced |
| Atlas Wealth LLC | 18,697 | $3.57M | 1.74% | −50.0% | Reduced |
| AIA Group Ltd | 18,621 | $3.56M | 0.12% | +18,621 | New |
| Douglass Winthrop Advisors, LLC | 18,604 | $3.55M | 0.07% | −410−2.2% | Reduced |
| Moneta Group Investment Advisors LLC | 18,597 | $3.55M | 0.06% | +2,980+19.1% | Added |
| Regal Investment Advisors LLC | 18,545 | $3.54M | 0.24% | +90+0.5% | Added |
| AlphaStar Capital Management, LLC | 18,541 | $3.54M | 0.36% | +1,717+10.2% | Added |
| N.E.W. Advisory Services LLC | 18,414 | $3.52M | 0.39% | +899+5.1% | Added |
| Leo Wealth, LLC | 18,362 | $3.50M | 0.36% | −2,623−12.5% | Reduced |
| Montag A & Associates Inc | 18,300 | $3.49M | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,287 | $3.49M | 0.10% | +16,138+751.0% | Added |
| Resources Investment Advisors, LLC. | 18,248 | $3.48M | 0.05% | +624+3.5% | Added |
| Wellington Shields Capital Management, LLC | 18,219 | $3.48M | 0.66% | −375−2.0% | Reduced |
| Brookstone Capital Management | 18,187 | $3.47M | 0.06% | +289+1.6% | Added |
| NTV Asset Management LLC | 18,157 | $3.47M | 0.53% | −400−2.2% | Reduced |
| AMG National Trust Bank | 18,088 | $3.45M | 0.10% | +969+5.7% | Added |
| McDonald Partners LLC | 18,071 | $3.45M | 0.95% | −3,459−16.1% | Reduced |
| IMC-Chicago, LLC | 18,065 | $3.45M | 0.12% | +18,065 | New |
| Greenleaf Trust | 18,055 | $3.45M | 0.03% | +702+4.0% | Added |
| C2C Wealth Management, LLC | 18,029 | $3.44M | 3.42% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 17,989 | $3.44M | 0.16% | −906−4.8% | Reduced |
| Shell Asset Management Co | 19,852 | $3.43M | 0.16% | −7,625−27.8% | Reduced |
| Abundance Wealth Counselors | 17,967 | $3.43M | 0.79% | +660+3.8% | Added |
| HBK Sorce Advisory LLC | 17,964 | $3.43M | 0.12% | −530−2.9% | Reduced |
| Exeter Financial, LLC | 18,126 | $3.41M | 1.57% | −76−0.4% | Reduced |
| Sage Capital Management, LLC | 17,808 | $3.40M | 1.85% | +58+0.3% | Added |
| Spinnaker Trust | 17,746 | $3.39M | 0.22% | −85−0.5% | Reduced |
| EagleClaw Capital Managment, LLC | 17,727 | $3.39M | 0.61% | −100−0.6% | Reduced |
| Agf Management Ltd | 17,694 | $3.38M | 0.02% | −5,623−24.1% | Reduced |
| Citadel Investment Advisory, Inc. | 17,666 | $3.37M | 1.90% | −75−0.4% | Reduced |