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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 2,517 | $610.1K | 0.07% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 2,514 | $609.8K | 0.21% | +1,404+126.5% | Added |
| Scissortail Wealth Management, LLC | 2,532 | $609.6K | 0.12% | +1,260+99.1% | Added |
| von Borstel & Associates, Inc. | 2,514 | $609.0K | 0.14% | +31+1.2% | Added |
| Asset Advisory Group, Inc. | 2,512 | $609.0K | 0.31% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,512 | $609.0K | 0.15% | −138−5.2% | Reduced |
| Second Line Capital, LLC | 2,635 | $608.6K | 0.12% | +1,056+66.9% | Added |
| Moody Lynn & Lieberson, LLC | 2,508 | $607.9K | 0.03% | −10−0.4% | Reduced |
| Lewis Asset Management, LLC | 2,507 | $607.7K | 0.25% | +18+0.7% | Added |
| PlanVest Financial, Inc | 2,505 | $607.4K | 0.46% | +2,505 | New |
| Plan A Wealth LLC | 2,498 | $605.5K | 0.29% | +85+3.5% | Added |
| Approach Retirement Advisors, LLC | 2,497 | $605.3K | 0.50% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,491 | $603.8K | 0.03% | −17−0.7% | Reduced |
| Carr Financial Group Corp | 2,488 | $603.0K | 0.16% | −561−18.4% | Reduced |
| Wealthquest Corp | 2,484 | $602.1K | 0.04% | +16+0.6% | Added |
| FourThought Financial Partners, LLC | 2,483 | $601.9K | 0.05% | −352−12.4% | Reduced |
| Asset Advisors Investment Management, LLC | 2,483 | $601.9K | 0.06% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,479 | $600.9K | 0.07% | +550+28.5% | Added |
| Builder Investment Group Inc | 2,475 | $599.9K | 0.13% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 2,474 | $599.6K | 0.23% | −1,272−34.0% | Reduced |
| Tritonpoint Wealth, LLC | 2,467 | $597.9K | 0.06% | −37−1.5% | Reduced |
| Am Investment Strategies LLC | 2,464 | $597.0K | 0.13% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,463 | $597.0K | 0.05% | −126−4.9% | Reduced |
| Schmidt P J Investment Management Inc | 2,458 | $595.8K | 0.10% | +222+9.9% | Added |
| Beacon Capital Management, LLC | 2,457 | $595.6K | 0.11% | −214−8.0% | Reduced |
| Grove Street Fiduciary, LLC | 2,454 | $594.8K | 0.26% | −1,100−31.0% | Reduced |
| Trillium Asset Management, LLC | 2,453 | $594.0K | 0.02% | +8+0.3% | Added |
| First Interstate Bank | 2,450 | $593.9K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,443 | $592.1K | 0.09% | +605+32.9% | Added |
| MSH Capital Advisors LLC | 2,441 | $591.7K | 0.13% | +269+12.4% | Added |
| MB, Levis & Associates, LLC | 2,439 | $591.1K | 0.25% | +2+0.1% | Added |
| Quintet Private Bank (Europe) S.A. | 2,435 | $590.2K | 0.04% | −862−26.1% | Reduced |
| Virtue Capital Management, LLC | 2,487 | $590.0K | 0.09% | −2,217−47.1% | Reduced |
| Vann Equity Management LLC | 2,432 | $589.4K | 0.42% | +2,432 | New |
| WFA of San Diego, LLC | 2,431 | $589.3K | 0.47% | −10−0.4% | Reduced |
| First Heartland Consultants, Inc. | 2,429 | $588.7K | 0.05% | −43−1.7% | Reduced |
| Quantum Financial Advisors, LLC | 2,421 | $586.7K | 0.07% | −51−2.1% | Reduced |
| Cape Investment Advisory, Inc. | 2,420 | $586.5K | 0.20% | −1,692−41.1% | Reduced |
| Fundamentun, LLC | 2,418 | $586.2K | 0.02% | −1,781−42.4% | Reduced |
| Rench Wealth Management, Inc. | 2,416 | $585.6K | 0.18% | +13+0.5% | Added |
| Symphony Financial, Ltd. Co. | 2,452 | $585.4K | 0.08% | −69−2.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,411 | $584.4K | 0.12% | +31+1.3% | Added |
| Sentinus, LLC | 2,404 | $582.8K | 0.05% | +104+4.5% | Added |
| Oath Planning, LLC | 2,402 | $582.2K | 0.52% | +14+0.6% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $581.7K | 0.04% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $581.7K | 0.03% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,400 | $581.7K | 0.11% | +66+2.8% | Added |
| Innova Wealth Partners | 2,400 | $581.6K | 0.28% | +11+0.5% | Added |
| Integrity Advisory Solutions, LLC | 2,396 | $580.9K | 0.08% | −33−1.4% | Reduced |
| CMC Financial Group | 2,395 | $580.5K | 1.18% | −348−12.7% | Reduced |
| Godfrey Financial Associates, Inc. | 2,395 | $580.5K | 0.50% | +2+0.1% | Added |
| Security Financial Services, INC. | 2,393 | $580.1K | 0.09% | +57+2.4% | Added |
| Drive Wealth Management, LLC | 2,386 | $578.3K | 0.12% | +97+4.2% | Added |
| Blueshift Asset Management, LLC | 2,380 | $576.9K | 0.18% | +1,610+209.1% | Added |
| Fountainhead AM, LLC | 2,373 | $575.2K | 0.52% | +2,156+993.5% | Added |
| Per Stirling Capital Management, LLC. | 2,371 | $574.6K | 0.06% | +33+1.4% | Added |
| Balboa Wealth Partners | 2,370 | $574.4K | 0.10% | −871−26.9% | Reduced |
| Earnest Partners LLC | 2,369 | $574.2K | 0.00% | −29−1.2% | Reduced |
| Princeton Global Asset Management LLC | 2,369 | $574.2K | 0.09% | +109+4.8% | Added |
| Innovative Asset Advisors Group, LLC | 2,362 | $572.5K | 0.33% | +2,362 | New |
| Wealth Management Strategies, Inc. | 2,357 | $571.2K | 0.26% | +16+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,356 | $570.9K | 0.15% | −176−7.0% | Reduced |
| Taylor Securities Services, Inc. | 2,354 | $570.6K | 0.27% | −340−12.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,350 | $569.6K | 0.06% | −8−0.3% | Reduced |
| Independent Investors Inc | 2,350 | $569.6K | 0.11% | 00.0% | Unchanged |
| Wernau Asset Management Inc. | 2,348 | $569.1K | 0.59% | 00.0% | Unchanged |
| Values Added Financial LLC | 2,347 | $569.0K | 0.24% | −63−2.6% | Reduced |
| Nvest Financial, LLC | 2,346 | $568.7K | 0.21% | +12+0.5% | Added |
| Morton Capital Management LLC | 2,345 | $568.4K | 0.08% | +93+4.1% | Added |
| Acorns Advisers, LLC | 2,344 | $568.0K | 0.00% | +491+26.5% | Added |
| FCG Investment Co | 2,340 | $567.2K | 0.25% | +2,340 | New |
| Everpar Advisors LLC | 2,339 | $567.0K | 0.20% | +96+4.3% | Added |
| Dorato Capital Management | 2,344 | $566.6K | 0.42% | −17−0.7% | Reduced |
| Sweeney & Michel, LLC | 2,381 | $566.3K | 0.17% | +15+0.6% | Added |
| MOR Wealth Management, LLC | 2,336 | $566.2K | 0.26% | −420−15.2% | Reduced |
| MFA Wealth Services | 2,334 | $565.6K | 0.37% | +203+9.5% | Added |
| Z3 Capital Partners, LLC | 2,327 | $564.0K | 0.14% | −50−2.1% | Reduced |
| RS Crum Inc. | 2,326 | $563.8K | 0.11% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,325 | $563.6K | 0.37% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 2,317 | $561.5K | 0.45% | −53−2.2% | Reduced |
| Five Oceans Advisors | 2,314 | $560.9K | 0.20% | −24−1.0% | Reduced |
| Victory Financial Group, LLC | 2,314 | $560.9K | 0.07% | +239+11.5% | Added |
| Vanguard National Trust Co | 2,311 | $560.2K | 0.04% | +2,311 | New |
| Grandfield & Dodd, LLC | 2,310 | $559.9K | 0.03% | +513+28.5% | Added |
| Evernest Financial Advisors, LLC | 2,453 | $559.3K | 0.12% | −37−1.5% | Reduced |
| Financial Management Professionals, Inc. | 2,307 | $559.2K | 0.06% | −28−1.2% | Reduced |
| Rockbridge Investment Management, LCC | 2,306 | $558.9K | 0.05% | +409+21.6% | Added |
| Adams Wealth Management | 2,302 | $558.0K | 0.12% | +632+37.8% | Added |
| Talbot Financial, LLC | 2,300 | $557.5K | 0.05% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,297 | $556.8K | 0.07% | −318−12.2% | Reduced |
| Winter & Associates, Inc. | 2,255 | $556.4K | 0.49% | +58+2.6% | Added |
| Daybright Advisory Services, Inc. | 2,291 | $555.2K | 0.15% | −190−7.7% | Reduced |
| Ballast Advisors LLC | 2,290 | $555.2K | 0.16% | −178−7.2% | Reduced |
| Hilton Head Capital Partners, LLC | 2,274 | $551.2K | 0.31% | +54+2.4% | Added |
| Affinity Capital Advisors, LLC | 2,267 | $549.6K | 0.08% | −173−7.1% | Reduced |
| Acorn Financial Advisory Services Inc | 2,265 | $549.0K | 0.08% | −132−5.5% | Reduced |
| Michael S. Ryan, Inc. | 2,260 | $547.8K | 0.32% | +215+10.5% | Added |
| Krane Funds Advisors LLC | 2,222 | $547.1K | 0.02% | +532+31.5% | Added |
| Patrick M Sweeney & Associates, Inc | 2,257 | $547.0K | 0.35% | −19−0.8% | Reduced |
| Wolff Wiese Magana LLC | 2,256 | $546.8K | 0.30% | −5−0.2% | Reduced |