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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 4,004 | $562.0K | 0.44% | −18−0.4% | Reduced |
| Signature Wealth Management Partners, LLC | 4,006 | $562.0K | 0.55% | +200+5.3% | Added |
| CRA Financial Services, LLC | 4,010 | $562.7K | 0.15% | +46+1.2% | Added |
| StrategIQ Financial Group, LLC | 4,011 | $562.7K | 0.07% | −5−0.1% | Reduced |
| King Wealth | 4,035 | $566.0K | 0.12% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,049 | $568.0K | 0.41% | +1,302+47.4% | Added |
| Carmichael Hill & Associates, Inc. | 4,055 | $568.9K | 0.28% | +5+0.1% | Added |
| Highland Capital Management, LLC | 4,061 | $569.8K | 0.04% | +2,200+118.2% | Added |
| Investment House LLC | 4,075 | $571.7K | 0.05% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,084 | $573.0K | 0.04% | +20+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,091 | $574.0K | 0.12% | +158+4.0% | Added |
| Washington Trust Bank | 4,092 | $574.1K | 0.06% | −55−1.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,112 | $576.9K | 0.09% | +14+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 4,120 | $578.0K | 0.03% | +987+31.5% | Added |
| Institute for Wealth Management, LLC. | 4,136 | $580.2K | 0.11% | −78−1.9% | Reduced |
| Carlson Capital Management | 4,142 | $581.1K | 0.03% | +98+2.4% | Added |
| Berkshire Bank | 4,145 | $581.5K | 0.17% | +176+4.4% | Added |
| CJM Wealth Advisers, Ltd. | 4,146 | $581.7K | 0.28% | +8+0.2% | Added |
| City Holding Co | 4,150 | $582.2K | 0.10% | −131−3.1% | Reduced |
| Benjamin Edwards Inc | 4,160 | $584.0K | 0.14% | −225−5.1% | Reduced |
| MJP Associates Inc | 4,169 | $585.0K | 0.17% | −568−12.0% | Reduced |
| Heritage Wealth Advisors | 4,172 | $585.3K | 0.03% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 4,190 | $587.9K | 0.02% | −500−10.7% | Reduced |
| Telemus Capital, LLC | 4,193 | $588.3K | 0.05% | −21−0.5% | Reduced |
| Inceptionr LLC | 4,194 | $588.4K | 0.33% | −997−19.2% | Reduced |
| Piscataqua Savings Bank | 4,197 | $588.8K | 0.51% | +50+1.2% | Added |
| Invictus Private Wealth, LLC | 4,198 | $589.0K | 0.06% | −20.0% | Reduced |
| Silver Oak Securities, Inc | 4,198 | $589.0K | 0.13% | +716+20.6% | Added |
| GM Advisory Group, Inc. | 4,201 | $589.4K | 0.05% | −36−0.8% | Reduced |
| Retirement Investment Advisors, Inc. | 4,220 | $592.1K | 0.05% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,222 | $592.4K | 0.12% | −2,344−35.7% | Reduced |
| Israel Discount Bank of New York | 4,234 | $594.0K | 0.49% | −50−1.2% | Reduced |
| Icon Wealth Partners, LLC | 4,243 | $595.4K | 0.07% | +8+0.2% | Added |
| BluePath Capital Management, LLC | 4,247 | $595.9K | 0.55% | +4,247 | New |
| Penbrook Management LLC | 4,250 | $596.3K | 0.44% | +150+3.7% | Added |
| Lebenthal Global Advisors, LLC | 4,270 | $599.1K | 0.18% | −1,081−20.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 4,275 | $599.8K | 0.47% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,279 | $600.3K | 0.25% | −2,400−35.9% | Reduced |
| Amplius Wealth Advisors, LLC | 4,296 | $602.7K | 0.08% | +23+0.5% | Added |
| Boothbay Fund Management, LLC | 4,299 | $603.1K | 0.02% | −1,734−28.7% | Reduced |
| Bank of New Hampshire | 4,318 | $605.8K | 0.18% | −25−0.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,320 | $606.1K | 0.40% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,323 | $606.6K | 0.04% | +49+1.1% | Added |
| Addison Advisors LLC | 4,341 | $609.0K | 0.28% | +91+2.1% | Added |
| ABLE Financial Group, LLC | 4,346 | $609.7K | 0.30% | −7,786−64.2% | Reduced |
| Schmidt P J Investment Management Inc | 4,455 | $614.8K | 0.13% | −219−4.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,385 | $615.3K | 0.18% | +7+0.2% | Added |
| CoreFirst Bank & Trust | 4,390 | $615.9K | 0.44% | −21−0.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,391 | $616.1K | 0.10% | +837+23.6% | Added |
| Matrix Private Capital Group LLC | 4,393 | $616.3K | 0.46% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,394 | $616.5K | 0.01% | +335+8.3% | Added |
| Paradigm Capital Management Inc | 4,400 | $617.3K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,401 | $617.4K | 0.42% | +442+11.2% | Added |
| Eagle Bay Advisors LLC | 4,407 | $618.3K | 0.29% | +1,965+80.5% | Added |
| Stewart & Patten Co LLC | 4,411 | $618.9K | 0.11% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,418 | $619.8K | 0.22% | +176+4.1% | Added |
| BlueCrest Capital Management Ltd | 4,428 | $621.2K | 0.10% | +4,428 | New |
| Investment Partners, Ltd. | 4,440 | $623.0K | 0.33% | −438−9.0% | Reduced |
| Tradition Wealth Management, LLC | 4,437 | $623.0K | 0.07% | −430−8.8% | Reduced |
| Highlander Capital Management, LLC | 4,460 | $626.0K | 0.25% | +350+8.5% | Added |
| Argent Advisors, Inc. | 4,456 | $626.1K | 0.29% | +931+26.4% | Added |
| City State Bank | 4,478 | $628.0K | 0.35% | −25−0.6% | Reduced |
| SNS Financial Group, LLC | 4,487 | $629.5K | 0.08% | +24+0.5% | Added |
| Walter & Keenan Financial Consulting Co | 4,495 | $630.6K | 0.25% | 00.0% | Unchanged |
| Capital Management Associates | 4,500 | $631.0K | 0.93% | +4,500 | New |
| Legacy Capital Group California, Inc. | 4,499 | $631.2K | 0.27% | +15+0.3% | Added |
| Personal Cfo Solutions, LLC | 4,507 | $632.4K | 0.12% | +17+0.4% | Added |
| Sax Wealth Advisors, LLC | 4,517 | $633.7K | 0.12% | −191−4.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,520 | $634.3K | 0.12% | +221+5.1% | Added |
| Ti-Trust, Inc | 4,522 | $634.4K | 0.60% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,533 | $636.0K | 0.06% | −2,344−34.1% | Reduced |
| Geller Advisors LLC | 4,539 | $636.8K | 0.07% | +216+5.0% | Added |
| Parkside Financial Bank & Trust | 4,540 | $636.9K | 0.15% | +1,543+51.5% | Added |
| NCM Capital Management, LLC | 4,551 | $638.5K | 0.45% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,575 | $641.9K | 0.12% | −8−0.2% | Reduced |
| Powell Investment Advisors, LLC | 4,576 | $642.0K | 0.39% | −491−9.7% | Reduced |
| Stephens Consulting, LLC | 4,579 | $642.4K | 0.26% | +3,933+608.8% | Added |
| Hoxton Planning & Management, LLC | 4,582 | $643.0K | 0.42% | +30+0.7% | Added |
| Intergy Private Wealth, LLC | 4,588 | $643.7K | 0.32% | −20.0% | Reduced |
| Boston Research & Management Inc | 4,603 | $645.0K | 0.19% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,604 | $645.9K | 0.53% | +569+14.1% | Added |
| Manchester Financial Inc | 4,611 | $646.9K | 0.19% | 00.0% | Unchanged |
| Port Capital LLC | 4,609 | $647.0K | 0.04% | −37−0.8% | Reduced |
| Certified Advisory Corp | 4,633 | $650.0K | 0.12% | −26−0.6% | Reduced |
| Copperwynd Financial, LLC | 4,642 | $651.3K | 0.31% | −106−2.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,665 | $654.4K | 0.28% | +22+0.5% | Added |
| Liberty Wealth Management LLC | 4,687 | $658.0K | 0.16% | +107+2.3% | Added |
| Clear Street Markets LLC | 4,700 | $659.0K | 0.46% | +3,124+198.2% | Added |
| Mizuho Securities Co. Ltd. | 4,710 | $660.8K | 3.09% | +4,710 | New |
| Colonial River Wealth Management, LLC | 4,718 | $662.0K | 0.43% | +4,718 | New |
| S. R. Schill & Associates | 4,722 | $662.5K | 0.32% | 00.0% | Unchanged |
| Blossom Wealth Management | 4,729 | $663.5K | 2.12% | +25+0.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,673 | $664.1K | 0.48% | +50+1.1% | Added |
| Mather Group, LLC. | 4,746 | $665.9K | 0.01% | −31−0.6% | Reduced |
| TrueWealth Advisors, LLC | 4,746 | $665.9K | 0.28% | +47+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 4,754 | $667.0K | 0.08% | +168+3.7% | Added |
| Sugarloaf Wealth Management, LLC | 4,754 | $667.0K | 0.17% | +37+0.8% | Added |
| Maven Securities LTD | 4,771 | $669.4K | 0.07% | −5,095−51.6% | Reduced |
| First Foundation Advisors | 4,777 | $670.2K | 0.03% | −2,826−37.2% | Reduced |
| Coombe, Bender & Co LLC | 4,794 | $672.7K | 0.51% | −50−1.0% | Reduced |