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 2026
Institutional positions in International Business Machines Corp as of Mar 31, 2026. 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
- 3,495
- −154 vs. Q4 2025
- Shares held
- 596.4M
- +102.2M (+20.7%) vs. Q4 2025
- Total value
- $143.7B
- −$1.66B (−1.1%) vs. Q4 2025
- New holders
- 183
- 1,518 more added
- Sold out
- 337
- 1,341 more reduced
59 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 16,875 | $4.09M | 1.95% | −300−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 16,893 | $4.09M | 0.67% | +3,771+28.7% | Added |
| Rayburn West Financial Services LLC | 16,964 | $4.11M | 2.42% | +2,373+16.3% | Added |
| Hamilton Capital Partners Inc. | 16,972 | $4.11M | 0.14% | +2,312+15.8% | Added |
| Gamco Investors, Inc. Et Al | 17,001 | $4.12M | 0.04% | −942−5.2% | Reduced |
| Sky Investment Group LLC | 17,032 | $4.13M | 0.71% | +443+2.7% | Added |
| Foresight Capital Management Advisors, Inc. | 17,106 | $4.15M | 2.31% | −8,898−34.2% | Reduced |
| Naples Global Advisors, LLC | 17,193 | $4.17M | 0.30% | −85−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 17,233 | $4.18M | 0.12% | +1,130+7.0% | Added |
| Fayez Sarofim & Co | 17,241 | $4.18M | 0.01% | −500−2.8% | Reduced |
| Motco | 17,255 | $4.18M | 0.39% | +99+0.6% | Added |
| Trust Co of Toledo NA | 17,279 | $4.19M | 0.40% | +319+1.9% | Added |
| NorthRock Partners, LLC | 17,298 | $4.19M | 0.07% | −433−2.4% | Reduced |
| Field & Main Bank | 17,304 | $4.19M | 1.22% | +495+2.9% | Added |
| Alps Advisors Inc | 17,349 | $4.21M | 0.02% | −1,365−7.3% | Reduced |
| Counterpoint Mutual Funds LLC | 17,415 | $4.22M | 0.63% | +17,415 | New |
| NTV Asset Management LLC | 17,440 | $4.23M | 0.46% | −60−0.3% | Reduced |
| Simplicity Wealth,LLC | 17,543 | $4.25M | 0.24% | +3,578+25.6% | Added |
| BNP Paribas | 17,508 | $4.26M | 0.14% | −4,511−20.5% | Reduced |
| Haverford Trust Co | 17,585 | $4.26M | 0.04% | +79+0.5% | Added |
| N.E.W. Advisory Services LLC | 17,666 | $4.28M | 0.32% | +295+1.7% | Added |
| AIMZ Investment Advisors, LLC | 17,731 | $4.30M | 1.33% | −174−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 17,798 | $4.30M | 0.57% | +672+3.9% | Added |
| Tema ETFs LLC | 17,759 | $4.30M | 0.29% | +91+0.5% | Added |
| GLOBALT Investments LLC | 17,824 | $4.32M | 0.15% | −464−2.5% | Reduced |
| Larson Financial Group LLC | 17,839 | $4.32M | 0.14% | −20−0.1% | Reduced |
| TD Private Client Wealth LLC | 17,873 | $4.33M | 0.09% | +913+5.4% | Added |
| DB&C Advisors, LLC | 17,899 | $4.34M | 5.64% | +234+1.3% | Added |
| Pathway Financial Advisers, LLC | 17,963 | $4.35M | 1.23% | −379−2.1% | Reduced |
| Leo Wealth, LLC | 17,986 | $4.36M | 0.32% | +1,678+10.3% | Added |
| Fairvoy Private Wealth, LLC | 18,043 | $4.37M | 1.04% | −1,098−5.7% | Reduced |
| Mission Wealth Management, LP | 18,100 | $4.39M | 0.09% | −1,835−9.2% | Reduced |
| Associated Banc-Corp | 18,114 | $4.39M | 0.12% | +57+0.3% | Added |
| Journey Strategic Wealth LLC | 18,118 | $4.39M | 0.11% | −1,064−5.5% | Reduced |
| Valicenti Advisory Services Inc | 18,218 | $4.42M | 0.96% | +593+3.4% | Added |
| Ascent Group, LLC | 18,260 | $4.43M | 0.15% | −849−4.4% | Reduced |
| BDF-Gestion | 18,261 | $4.43M | 0.59% | +18,261 | New |
| U.S. Capital Wealth Advisors, LLC | 18,261 | $4.43M | 0.11% | −34,595−65.5% | Reduced |
| Strengthening Families & Communities, LLC | 18,265 | $4.43M | 1.10% | +18,265 | New |
| Formidable Asset Management, LLC | 14,955 | $4.43M | 0.68% | +237+1.6% | Added |
| Wellington Shields Capital Management, LLC | 18,291 | $4.43M | 0.67% | −2,283−11.1% | Reduced |
| Castle Rock Wealth Management, LLC | 17,878 | $4.44M | 0.96% | +2,452+15.9% | Added |
| Northcape Wealth Management, LLC | 18,389 | $4.46M | 1.22% | +80.0% | Added |
| Birmingham Capital Management Co Inc | 18,525 | $4.49M | 1.89% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 18,550 | $4.50M | 0.29% | +125+0.7% | Added |
| Charter Research & Investment Group, Inc. | 18,626 | $4.51M | 3.01% | −545−2.8% | Reduced |
| Bill Few Associates, Inc. | 18,632 | $4.52M | 1.08% | +517+2.9% | Added |
| Te Ahumairangi Investment Management Ltd | 18,686 | $4.53M | 0.76% | +2,483+15.3% | Added |
| C2C Wealth Management, LLC | 18,718 | $4.54M | 3.84% | +204+1.1% | Added |
| Ashton Thomas Private Wealth, LLC | 18,784 | $4.55M | 0.11% | −1,882−9.1% | Reduced |
| Harmony Asset Management LLC | 18,816 | $4.56M | 1.39% | +1,057+6.0% | Added |
| Harbour Investments, Inc. | 18,932 | $4.59M | 0.07% | +7,691+68.4% | Added |
| Evergreen Capital Management LLC | 19,003 | $4.61M | 0.10% | +3,848+25.4% | Added |
| Redwood Wealth Management Group, LLC | 19,052 | $4.62M | 1.99% | −84−0.4% | Reduced |
| Clean Yield Group | 19,057 | $4.62M | 1.30% | +232+1.2% | Added |
| Kovitz Investment Group Partners, LLC | 19,093 | $4.63M | 0.11% | +278+1.5% | Added |
| Union Bancaire Privee, UBP SA | 18,252 | $4.63M | 0.08% | −44,245−70.8% | Reduced |
| Oak Harvest Investment Services | 19,111 | $4.63M | 0.48% | +2,791+17.1% | Added |
| Capital International Sarl | 19,135 | $4.64M | 0.08% | −42,865−69.1% | Reduced |
| Verity Asset Management, Inc. | 19,343 | $4.69M | 1.97% | +518+2.8% | Added |
| Westmount Partners, LLC | 19,355 | $4.69M | 1.16% | +67+0.3% | Added |
| Quadrant Capital Group LLC | 19,363 | $4.69M | 0.14% | −2,440−11.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 19,414 | $4.71M | 0.74% | +18,650+2,441.1% | Added |
| Carret Asset Management, LLC | 19,417 | $4.71M | 0.46% | −250−1.3% | Reduced |
| Smithfield Trust Co | 19,445 | $4.71M | 0.21% | +188+1.0% | Added |
| EagleClaw Capital Managment, LLC | 19,486 | $4.72M | 0.66% | +344+1.8% | Added |
| BLB&B Advisors, LLC | 19,511 | $4.73M | 0.20% | −415−2.1% | Reduced |
| Integrity Alliance, LLC. | 19,605 | $4.75M | 0.18% | +2,093+12.0% | Added |
| Herold Advisors, Inc. | 19,616 | $4.75M | 1.04% | +333+1.7% | Added |
| Capital Investment Advisory Services, LLC | 19,659 | $4.77M | 0.35% | −998−4.8% | Reduced |
| Moran Wealth Management, LLC | 19,672 | $4.77M | 0.15% | +118+0.6% | Added |
| Mengis Capital Management, Inc. | 19,703 | $4.78M | 0.82% | +20+0.1% | Added |
| Atlantic Union Bankshares Corp | 19,724 | $4.78M | 0.09% | −589−2.9% | Reduced |
| Two Sigma Investments, LP | 19,781 | $4.79M | 0.00% | +19,781 | New |
| Mendel Money Management | 19,896 | $4.82M | 2.02% | −1,221−5.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 19,923 | $4.83M | 0.70% | +565+2.9% | Added |
| Gabelli Funds LLC | 20,000 | $4.85M | 0.03% | −360−1.8% | Reduced |
| Choate Investment Advisors | 20,136 | $4.88M | 0.10% | +570+2.9% | Added |
| HBK Sorce Advisory LLC | 21,251 | $4.88M | 0.10% | +1,666+8.5% | Added |
| Mystic Asset Management, Inc. | 20,144 | $4.88M | 1.13% | +210+1.1% | Added |
| Callan Family Office, LLC | 20,145 | $4.88M | 0.11% | −1,264−5.9% | Reduced |
| Cornerstone Wealth Group, LLC | 19,143 | $4.89M | 0.32% | +12,857+204.5% | Added |
| Green Alpha Advisors, LLC | 20,196 | $4.90M | 4.82% | +372+1.9% | Added |
| RiverFront Investment Group, LLC | 20,275 | $4.91M | 0.08% | +7,075+53.6% | Added |
| Cornerstone Enterprises, LLC | 20,291 | $4.92M | 2.45% | +532+2.7% | Added |
| Summit Financial Wealth Advisors, LLC | 20,300 | $4.92M | 0.70% | +1,471+7.8% | Added |
| Ballentine Partners, LLC | 20,321 | $4.93M | 0.07% | −538−2.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,341 | $4.93M | 0.24% | +225+1.1% | Added |
| Caldwell Trust Co | 20,347 | $4.93M | 0.44% | +557+2.8% | Added |
| Decker Wealth Management LLC | 20,436 | $4.95M | 1.12% | +2,661+15.0% | Added |
| Greenleaf Trust | 20,475 | $4.96M | 0.05% | +784+4.0% | Added |
| Old Port Advisors | 20,565 | $4.98M | 1.15% | −46−0.2% | Reduced |
| Csenge Advisory Group | 20,598 | $4.99M | 0.23% | +181+0.9% | Added |
| Altrius Capital Management Inc | 20,621 | $5.00M | 0.99% | +1,757+9.3% | Added |
| Ronald Blue Trust, Inc. | 20,636 | $5.00M | 0.06% | −428−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,644 | $5.00M | 0.17% | −4,261−17.1% | Reduced |
| Nicolet Bankshares Inc | 20,633 | $5.01M | 0.18% | +16,908+453.9% | Added |
| WealthPlan Investment Management, LLC | 20,733 | $5.03M | 0.28% | −5,457−20.8% | Reduced |
| Washington Trust Advisors, Inc. | 20,792 | $5.04M | 0.41% | −1,065−4.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 20,799 | $5.04M | 0.07% | +1,575+8.2% | Added |