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Livermore
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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, Q3 2023

Institutional positions in International Business Machines Corp as of Sep 30, 2023. 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
2,468
+69 vs. Q2 2023
Shares held
531.3M
+8.87M (+1.7%) vs. Q2 2023
Total value
$74.5B
+$4.99B (+7.2%) vs. Q2 2023
New holders
166
988 more added
Sold out
97
961 more reduced

30 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 2,468 institutions
Q1 2021: 2,156 institutionsQ2 2021: 2,224 institutionsQ3 2021: 2,169 institutionsQ4 2021: 2,354 institutionsQ1 2022: 2,342 institutionsQ2 2022: 2,379 institutionsQ3 2022: 2,288 institutionsQ4 2022: 2,438 institutionsQ1 2023: 2,399 institutionsQ2 2023: 2,429 institutionsQ3 2023: 2,468 institutionsQ4 2023: 2,686 institutionsQ1 2024: 2,809 institutionsQ2 2024: 2,764 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,147 institutionsQ1 2025: 3,268 institutionsQ2 2025: 3,411 institutionsQ3 2025: 3,424 institutionsQ4 2025: 3,707 institutionsQ1 2026: 3,496 institutionsQ2 2026: 3,644 institutions
Value heldQ3 2023: $74.5B
Q1 2021: $66.9BQ2 2021: $74.2BQ3 2021: $70.6BQ4 2021: $67.0BQ1 2022: $65.1BQ2 2022: $71.9BQ3 2022: $61.5BQ4 2022: $74.3BQ1 2023: $67.7BQ2 2023: $69.7BQ3 2023: $74.5BQ4 2023: $88.4BQ1 2024: $104.2BQ2 2024: $95.1BQ3 2024: $124.7BQ4 2024: $126.2BQ1 2025: $145.7BQ2 2025: $172.7BQ3 2025: $163.1BQ4 2025: $177.2BQ1 2026: $143.7BQ2 2026: $172.1B
Institutions holding IBM and their total value by quarter
QuarterHoldersValue
Q2 20263,644$172.1B
Q1 20263,496$143.7B
Q4 20253,707$177.2B
Q3 20253,424$163.1B
Q2 20253,411$172.7B
Q1 20253,268$145.7B
Q4 20243,147$126.2B
Q3 20242,941$124.7B
Q2 20242,764$95.1B
Q1 20242,809$104.2B
Q4 20232,686$88.4B
Q3 20232,468$74.5B
Q2 20232,429$69.7B
Q1 20232,399$67.7B
Q4 20222,438$74.3B
Q3 20222,288$61.5B
Q2 20222,379$71.9B
Q1 20222,342$65.1B
Q4 20212,354$67.0B
Q3 20212,169$70.6B
Q2 20212,224$74.2B
Q1 20212,156$66.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q2 2023.

Institutions holding IBM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bourgeon Capital Management LLC2$2810.00%00.0%Unchanged
WestEnd Advisors, LLC5$7020.00%+5New
Tfo-TDC, LLC7$9370.00%+4+133.3%Added
ClariVest Asset Management LLC8$1.00K0.00%+8New
Richard W. Paul & Associates, LLC8$1.12K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$1.26K0.00%00.0%Unchanged
Eukles Asset Management10$1.40K0.00%00.0%Unchanged
Clear Investment Research, LLC10$1.40K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.11$2.00K0.00%−1,475−99.3%Reduced
KB Financial Partners, LLC11$2.00K0.00%00.0%Unchanged
True Wealth Design, LLC15$2.10K0.00%−5,674−99.7%Reduced
DecisionPoint Financial, LLC17$2.39K0.00%+17New
Cordant, Inc.30$4.21K0.00%00.0%Unchanged
Centiva Capital, LP31$4.35K0.00%+31New
Core Wealth Advisors, Inc.36$5.05K0.00%00.0%Unchanged
West Financial Advisors, LLC38$5.33K0.00%+38New
Robinswood Financial LLC41$5.75K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC42$5.89K0.00%−201−82.7%Reduced
Buck Wealth Strategies, LLC44$6.24K0.00%00.0%Unchanged
FWL Investment Management, LLC45$6.31K0.00%+45New
Richelieu Gestion PLC50$7.00K0.01%−19,809−99.7%Reduced
Bray Capital Advisors50$7.01K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC50$7.01K0.01%+50New
Ramirez Asset Management, Inc.50$7.01K0.00%+50New
Trifecta Capital Advisors, LLC59$8.28K0.00%00.0%Unchanged
Level Financial Advisors, Inc.59$8.31K0.00%00.0%Unchanged
Highline Wealth Partners LLC60$8.42K0.01%+60New
PayPay Securities Corp68$9.92K0.48%+25+58.1%Added
Bromfield Sneider Wealth Advisors72$10.1K0.01%00.0%Unchanged
Arcadia Investment Management Corp76$10.6K0.00%−27−26.2%Reduced
Winch Advisory Services, LLC78$11.0K0.00%00.0%Unchanged
Family CFO Inc79$11.1K0.01%00.0%Unchanged
Hibernia Wealth Partners, LLC80$11.2K0.01%+80New
Quarry LP87$12.2K0.01%+40+85.1%Added
Luken Investment Analytics, LLC91$12.8K0.01%−59−39.3%Reduced
Mark Sheptoff Financial Planning, LLC100$12.8K0.01%00.0%Unchanged
Timber Creek Capital Management LLC95$13.3K0.00%−5−5.0%Reduced
Tradewinds Capital Management, LLC97$13.6K0.00%00.0%Unchanged
Evolution Advisers, Inc.100$14.0K0.01%00.0%Unchanged
Avondale Wealth Management100$14.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC100$14.0K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$14.0K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.100$14.0K0.01%+100New
Milestone Investment Advisors LLC100$14.0K0.00%+100New
Mendota Financial Group, LLC105$14.7K0.02%00.0%Unchanged
Tacita Capital Inc105$14.7K0.01%+35+50.0%Added
Oliver Lagore Vanvalin Investment Group109$15.3K0.01%−1−0.9%Reduced
Carmel Capital Partners, LLC109$15.3K0.01%+109New
Cedar Mountain Advisors, LLC110$15.5K0.00%+1+0.9%Added
Halpern Financial, Inc.116$16.3K0.01%+18+18.4%Added
Legacy Financial Group LLC119$16.7K0.00%+119New
Bellevue Asset Management, LLC120$16.9K0.01%+1+0.8%Added
Creative Capital Management Investments LLC130$18.2K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC128$18.8K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.139$19.5K0.01%+139New
Horrell Capital Management, Inc.139$20.0K0.01%00.0%Unchanged
Gables Capital Management Inc.150$21.0K0.01%00.0%Unchanged
Heck Capital Advisors, LLC155$21.7K0.00%+155New
Wolff Wiese Magana LLC157$22.0K0.02%00.0%Unchanged
Financial Perspectives, Inc160$22.4K0.01%00.0%Unchanged
Brown Shipley& Co Ltd162$22.7K0.01%00.0%Unchanged
Arlington Partners LLC173$24.3K0.01%00.0%Unchanged
Arlington Trust Co LLC173$24.3K0.01%+173New
Raffa Wealth Management, LLC180$25.3K0.01%00.0%Unchanged
SJS Investment Consulting Inc.194$27.2K0.01%+69+55.2%Added
Rogco, LP195$27.4K0.01%+195New
Financial Synergies Wealth Advisors, Inc.196$27.5K0.00%+2+1.0%Added
Insight Financial Services197$27.6K0.05%−48−19.6%Reduced
Red Tortoise LLC197$27.7K0.02%+1+0.5%Added
Lam Group, Inc.202$28.3K0.03%00.0%Unchanged
Kempen Capital Management N.V.203$28.5K0.00%00.0%Unchanged
Gleason Group, Inc.208$29.2K0.01%+2+1.0%Added
West Paces Advisors Inc.220$30.9K0.01%−22−9.1%Reduced
Canton Hathaway, LLC221$31.0K0.01%00.0%Unchanged
Briaud Financial Planning, Inc224$31.0K0.03%+224New
Live Oak Investment Partners–$31.2K0.03%––
Stone House Investment Management, LLC225$31.6K0.01%+204+971.4%Added
Sofos Investments, Inc.225$32.2K0.00%+91+67.9%Added
GoalVest Advisory LLC240$33.7K0.02%−360−60.0%Reduced
Morton Brown Family Wealth, LLC250$35.1K0.02%−6−2.3%Reduced
Roble, Belko & Company, Inc254$36.0K0.01%00.0%Unchanged
TSFG, LLC269$38.0K0.01%+3+1.1%Added
Bradley & Co. Private Wealth Management, LLC305$42.8K0.04%00.0%Unchanged
Pacific Center for Financial Services312$43.8K0.01%00.0%Unchanged
Team Financial Group, LLC327$45.9K0.04%+327New
McClarren Financial Advisors, Inc.330$46.0K0.04%00.0%Unchanged
Versant Capital Management, Inc329$46.2K0.01%00.0%Unchanged
Ofi Invest Asset Management349$46.2K0.00%+349New
Cassady Schiller Wealth Management, LLC330$46.3K0.03%00.0%Unchanged
ZRC Wealth Management, LLC334$46.8K0.04%+2+0.6%Added
Kelly Financial Services LLC341$47.8K0.02%+3+0.9%Added
Paladin Advisory Group, LLC348$48.8K0.04%00.0%Unchanged
Blue Bell Private Wealth Management, LLC350$49.1K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda355$49.8K0.01%+355New
Kepos Capital LP367$51.0K0.01%+24+7.0%Added
Bell Investment Advisors, Inc368$51.6K0.01%+4+1.1%Added
RE Dickinson Investment Advisors, LLC374$52.0K0.04%00.0%Unchanged
CGC Financial Services, LLC378$53.0K0.04%−98−20.6%Reduced
Resurgent Financial Advisors LLC382$53.6K0.04%−60−13.6%Reduced
Global Wealth Management Investment Advisory, Inc.383$53.7K0.02%+83+27.7%Added