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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 17,627 | $3.37M | 0.11% | +17,627 | New |
| Fisher Asset Management, LLC | 17,590 | $3.36M | 0.00% | −296−1.7% | Reduced |
| Eagle Rock Investment Company, LLC | 17,576 | $3.36M | 0.62% | −1,946−10.0% | Reduced |
| HAP Trading, LLC | 17,524 | $3.35M | 1.04% | +17,524 | New |
| Brighton Jones LLC | 17,506 | $3.34M | 0.12% | −1,261−6.7% | Reduced |
| Dynamic Advisor Solutions LLC | 17,466 | $3.34M | 0.11% | −3,425−16.4% | Reduced |
| Bangor Savings Bank | 17,462 | $3.33M | 0.34% | −186−1.1% | Reduced |
| UniSuper Management Pty Ltd | 17,400 | $3.32M | 0.03% | −91,107−84.0% | Reduced |
| Fayez Sarofim & Co | 17,383 | $3.32M | 0.01% | +406+2.4% | Added |
| SeaBridge Investment Advisors LLC | 17,329 | $3.31M | 0.87% | −786−4.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 17,278 | $3.30M | 0.26% | −2,823−14.0% | Reduced |
| Chesley Taft & Associates LLC | 17,241 | $3.29M | 0.17% | +2,420+16.3% | Added |
| 180 Wealth Advisors, LLC | 17,158 | $3.28M | 0.59% | +87+0.5% | Added |
| Stolper Co | 17,132 | $3.27M | 1.18% | −168−1.0% | Reduced |
| Leelyn Smith, LLC | 17,116 | $3.27M | 0.65% | −531−3.0% | Reduced |
| Atlas Capital Advisors LLC | 17,068 | $3.26M | 0.51% | +2,517+17.3% | Added |
| Providence Capital Advisors, LLC | 17,041 | $3.25M | 0.71% | −4,639−21.4% | Reduced |
| Sky Investment Group LLC | 16,964 | $3.24M | 0.62% | −25−0.1% | Reduced |
| Plimoth Trust Co LLC | 16,949 | $3.24M | 0.86% | −260−1.5% | Reduced |
| Trust Co of Toledo NA | 16,925 | $3.23M | 0.51% | +2,252+15.3% | Added |
| S&CO Inc | 16,888 | $3.22M | 0.23% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 16,791 | $3.21M | 0.91% | +9,149+119.7% | Added |
| Beech Hill Advisors, Inc. | 16,746 | $3.20M | 1.33% | +230+1.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 16,735 | $3.20M | 0.03% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 16,730 | $3.19M | 0.03% | −9,514−36.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,696 | $3.19M | 0.44% | +2,322+16.2% | Added |
| Tompkins Financial Corp | 16,566 | $3.16M | 0.36% | −260−1.5% | Reduced |
| 1832 Asset Management L.P. | 16,517 | $3.15M | 0.01% | −1,931−10.5% | Reduced |
| SPC Financial, Inc. | 16,510 | $3.15M | 0.30% | −36−0.2% | Reduced |
| Q3 Asset Management | 16,518 | $3.15M | 0.90% | +15,360+1,326.4% | Added |
| TD Private Client Wealth LLC | 16,445 | $3.14M | 0.10% | −391−2.3% | Reduced |
| Cambridge Trust Co | 16,425 | $3.13M | 0.12% | −10−0.1% | Reduced |
| Field & Main Bank | 16,409 | $3.13M | 1.22% | +10+0.1% | Added |
| Buck Wealth Strategies, LLC | 16,375 | $3.13M | 1.07% | +16,375 | New |
| Longbow Finance SA | 16,331 | $3.12M | 0.32% | +16,331 | New |
| Freestone Capital Holdings, LLC | 16,320 | $3.12M | 0.12% | +1,799+12.4% | Added |
| St. Clair Advisors, LLC | 16,301 | $3.11M | 1.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 16,294 | $3.11M | 0.26% | +1,906+13.2% | Added |
| Edmp, Inc. | 16,282 | $3.11M | 2.60% | −703−4.1% | Reduced |
| Verity Asset Management, Inc. | 16,272 | $3.11M | 1.73% | −619−3.7% | Reduced |
| Core Alternative Capital | 16,245 | $3.10M | 0.56% | −391−2.4% | Reduced |
| Naples Global Advisors, LLC | 16,224 | $3.10M | 0.32% | +123+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 16,212 | $3.10M | 0.18% | −333−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 16,174 | $3.09M | 0.09% | +817+5.3% | Added |
| Round Hill Asset Management | 16,080 | $3.07M | 1.86% | −380−2.3% | Reduced |
| Jefferies Financial Group Inc. | 16,066 | $3.07M | 0.06% | −82−0.5% | Reduced |
| Wagner Wealth Management, LLC | 16,060 | $3.07M | 0.93% | −5,614−25.9% | Reduced |
| Arvest Trust Co N A | 16,010 | $3.06M | 0.17% | +11,885+288.1% | Added |
| Change Path, LLC | 15,998 | $3.06M | 0.12% | +8,113+102.9% | Added |
| North Star Investment Management Corp. | 15,984 | $3.05M | 0.22% | +200+1.3% | Added |
| United Capital Management of KS, Inc. | 15,899 | $3.04M | 0.70% | +42+0.3% | Added |
| Joel Isaacson & Co., LLC | 15,831 | $3.02M | 0.17% | +2,232+16.4% | Added |
| Old National Bancorp | 15,826 | $3.02M | 0.07% | −259−1.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 15,792 | $3.02M | 0.59% | −268−1.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 15,717 | $3.00M | 0.70% | −150−0.9% | Reduced |
| Pacitti Group Inc. | 15,685 | $3.00M | 1.62% | +208+1.3% | Added |
| Ascent Group, LLC | 15,622 | $2.98M | 0.26% | −7,326−31.9% | Reduced |
| Spire Wealth Management | 15,609 | $2.98M | 0.08% | −189−1.2% | Reduced |
| Cypress Capital Group | 15,577 | $2.97M | 0.36% | +828+5.6% | Added |
| Green Alpha Advisors, LLC | 15,566 | $2.97M | 2.15% | +1,646+11.8% | Added |
| Park National Corp | 15,561 | $2.97M | 0.11% | −500−3.1% | Reduced |
| Affinity Investment Advisors, LLC | 15,556 | $2.97M | 2.17% | −369−2.3% | Reduced |
| Wealthcare Advisory Partners LLC | 15,505 | $2.96M | 0.10% | +1,711+12.4% | Added |
| V-Square Quantitative Management LLC | 15,499 | $2.96M | 0.49% | +3,934+34.0% | Added |
| IHT Wealth Management, LLC | 15,463 | $2.95M | 0.12% | +332+2.2% | Added |
| ZWJ Investment Counsel Inc | 15,450 | $2.95M | 0.13% | −535−3.3% | Reduced |
| Grimes & Company, Inc. | 15,416 | $2.94M | 0.09% | +338+2.2% | Added |
| Rockland Trust Co | 15,375 | $2.94M | 0.15% | −517−3.3% | Reduced |
| Silvant Capital Management LLC | 15,363 | $2.93M | 0.14% | +2,829+22.6% | Added |
| CWA Asset Management Group, LLC | 15,362 | $2.93M | 0.18% | +260+1.7% | Added |
| Arkadios Wealth Advisors | 15,362 | $2.93M | 0.23% | +316+2.1% | Added |
| Sterneck Capital Management, LLC | 15,263 | $2.91M | 1.74% | −341−2.2% | Reduced |
| M Holdings Securities, Inc. | 15,260 | $2.91M | 0.49% | −931−5.8% | Reduced |
| American Investment Services, Inc. | 15,140 | $2.89M | 0.51% | −13,887−47.8% | Reduced |
| Trexquant Investment LP | 15,119 | $2.89M | 0.06% | +9,633+175.6% | Added |
| Pittenger & Anderson Inc | 15,115 | $2.89M | 0.12% | +15,115 | New |
| Proequities, Inc. | 15,115 | $2.89M | 0.19% | +713+5.0% | Added |
| Sentry LLC | 15,083 | $2.88M | 0.54% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 15,065 | $2.88M | 0.12% | −75−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 15,027 | $2.87M | 0.27% | −226−1.5% | Reduced |
| Allen Investment Management LLC | 15,000 | $2.86M | 0.04% | 00.0% | Unchanged |
| Advent Capital Management | 15,000 | $2.86M | 0.07% | +15,000 | New |
| First Hawaiian Bank | 14,976 | $2.86M | 0.09% | −103−0.7% | Reduced |
| Buckingham Strategic Partners | 14,968 | $2.86M | 0.08% | +6,837+84.1% | Added |
| Crestwood Advisors Group LLC | 14,961 | $2.86M | 0.06% | −326−2.1% | Reduced |
| Hills Bank & Trust Co | 14,883 | $2.84M | 0.24% | +339+2.3% | Added |
| NorthRock Partners, LLC | 14,875 | $2.84M | 0.11% | +328+2.3% | Added |
| Jaffetilchin Investment Partners, LLC | 14,868 | $2.84M | 0.25% | −497−3.2% | Reduced |
| Simmons Bank | 14,775 | $2.82M | 0.21% | −678−4.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,745 | $2.82M | 0.22% | −1,587−9.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 14,729 | $2.81M | 0.34% | −365−2.4% | Reduced |
| Widmann Financial Services, Inc. | 14,710 | $2.81M | 2.36% | −542−3.6% | Reduced |
| Insight Inv LLC | 14,679 | $2.80M | 2.43% | +125+0.9% | Added |
| Carson Advisory Inc. | 14,664 | $2.80M | 1.97% | +2,088+16.6% | Added |
| Zhang Financial LLC | 14,650 | $2.80M | 0.21% | +2,833+24.0% | Added |
| Green Square Capital Advisors LLC | 14,624 | $2.79M | 0.37% | −386−2.6% | Reduced |
| SevenBridge Financial Group, LLC | 16,801 | $2.78M | 0.63% | +88+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 14,500 | $2.77M | 0.15% | +1,348+10.2% | Added |
| Fca Corp | 14,493 | $2.77M | 0.90% | +81+0.6% | Added |
| Signet Investment Advisory Group, Inc. | 14,460 | $2.76M | 1.51% | −80−0.6% | Reduced |