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 |
|---|---|---|---|---|---|
| Tilt Investment Management Holdings, PBC | 4,801 | $673.6K | 0.48% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 4,808 | $674.5K | 0.05% | +44+0.9% | Added |
| Apexium Financial, LP | 4,816 | $675.7K | 0.07% | +48+1.0% | Added |
| Focus Financial Network, Inc. | 4,821 | $676.4K | 0.04% | −689−12.5% | Reduced |
| VisionPoint Advisory Group, LLC | 4,823 | $676.7K | 0.29% | +436+9.9% | Added |
| Retirement Planning Co of New England, Inc. | 4,823 | $676.7K | 0.38% | +373+8.4% | Added |
| Wills Financial Group, Inc. | 4,840 | $679.1K | 0.37% | −1,690−25.9% | Reduced |
| Putnam Investments LLC | 4,867 | $682.8K | 0.00% | +1,564+47.4% | Added |
| Weatherly Asset Management L. P. | 4,867 | $682.8K | 0.08% | −885−15.4% | Reduced |
| Ategra Capital Management, LLC | 4,881 | $684.8K | 0.37% | −932−16.0% | Reduced |
| Prentice Wealth Management LLC | 4,893 | $686.5K | 0.31% | −34−0.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,896 | $686.9K | 0.69% | +303+6.6% | Added |
| Atwood & Palmer Inc | 4,900 | $687.5K | 0.06% | 00.0% | Unchanged |
| Iron Financial, LLC | 4,919 | $690.1K | 0.40% | +3,182+183.2% | Added |
| Fairview Capital Investment Management, LLC | 4,928 | $691.4K | 0.04% | 00.0% | Unchanged |
| Financial Advisors, LLC | 4,934 | $692.2K | 0.17% | +2,648+115.8% | Added |
| EPG Wealth Management LLC | 4,952 | $694.8K | 0.21% | −477−8.8% | Reduced |
| Grove Bank & Trust | 4,962 | $696.2K | 0.14% | −63−1.3% | Reduced |
| Oder Investment Management, LLC | 4,973 | $697.7K | 0.76% | +170+3.5% | Added |
| Campbell Wealth Management | 4,983 | $699.0K | 0.09% | +1,258+33.8% | Added |
| Navellier & Associates Inc | 4,983 | $699.1K | 0.12% | +1,178+31.0% | Added |
| Accurate Wealth Management, LLC | 4,989 | $700.1K | 0.22% | −380−7.1% | Reduced |
| WNY Asset Management, LLC | 4,992 | $700.4K | 0.14% | −3,840−43.5% | Reduced |
| Heritage Financial Services, LLC | 4,998 | $701.2K | 0.14% | −130−2.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,117 | $701.4K | 0.33% | +100+2.0% | Added |
| JGP Wealth Management, LLC | 5,002 | $701.8K | 0.12% | −898−15.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,008 | $702.6K | 0.34% | +12+0.2% | Added |
| Delta Investment Management, LLC | 5,022 | $704.6K | 0.20% | +254+5.3% | Added |
| Financial Engines Advisors L.L.C. | 5,034 | $706.2K | 0.00% | +792+18.7% | Added |
| S.E.E.D. Planning Group LLC | 5,038 | $706.8K | 0.27% | −446−8.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,042 | $707.4K | 0.21% | −760−13.1% | Reduced |
| SFMG, LLC | 5,051 | $708.7K | 0.07% | −545−9.7% | Reduced |
| Beach Investment Counsel Inc | 5,054 | $709.0K | 0.09% | +151+3.1% | Added |
| Financial Advocates Investment Management | 5,060 | $709.9K | 0.05% | −66−1.3% | Reduced |
| Cranbrook Wealth Management, LLC | 5,091 | $714.3K | 0.21% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 5,094 | $714.8K | 0.16% | +75+1.5% | Added |
| Connecticut Wealth Management, LLC | 5,096 | $715.0K | 0.05% | −72−1.4% | Reduced |
| United Community Bank | 5,102 | $715.8K | 0.35% | +2,987+141.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,148 | $722.3K | 0.03% | −2,539−33.0% | Reduced |
| First Western Trust Bank | 5,148 | $722.3K | 0.04% | −3−0.1% | Reduced |
| Roman Butler Fullerton & Co | 5,221 | $722.9K | 0.34% | −41−0.8% | Reduced |
| Winthrop Advisory Group LLC | 5,178 | $726.4K | 0.12% | +58+1.1% | Added |
| Palumbo Wealth Management LLC | 5,182 | $727.1K | 0.40% | +46+0.9% | Added |
| Moss Adams Wealth Advisors LLC | 5,191 | $728.3K | 0.25% | +35+0.7% | Added |
| Summit Financial, LLC | 5,193 | $728.6K | 0.05% | +90+1.8% | Added |
| Strategic Financial Services, Inc, | 5,203 | $730.0K | 0.06% | −44−0.8% | Reduced |
| Legacy Advisors, LLC | 5,210 | $731.0K | 0.12% | +5,210 | New |
| Register Financial Advisors LLC | 5,216 | $731.8K | 0.54% | −193−3.6% | Reduced |
| Oxbow Advisors, LLC | 5,227 | $733.3K | 0.12% | −9,641−64.8% | Reduced |
| Bath Savings Trust Co | 5,230 | $733.7K | 0.09% | +15+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,233 | $734.2K | 0.12% | −3−0.1% | Reduced |
| 9258 Wealth Management, LLC | 5,246 | $736.1K | 0.14% | +20.0% | Added |
| Pitcairn Co | 5,257 | $737.6K | 0.06% | +247+4.9% | Added |
| Impact Partnership Wealth, LLC | 5,259 | $737.8K | 0.23% | +29+0.6% | Added |
| ING Groep NV | 5,264 | $738.5K | 0.01% | −338,818−98.5% | Reduced |
| Clark Capital Management Group, Inc. | 5,270 | $739.4K | 0.01% | −6−0.1% | Reduced |
| Sentry Investment Management LLC | 5,290 | $742.0K | 0.36% | −1,051−16.6% | Reduced |
| My Legacy Advisors, LLC | 5,379 | $742.4K | 0.30% | +41+0.8% | Added |
| Baystate Wealth Management LLC | 5,292 | $742.6K | 0.06% | −718−11.9% | Reduced |
| Norris Financial Group, LLC | 5,293 | $742.6K | 0.52% | +870+19.7% | Added |
| Ignite Planners, LLC | 5,248 | $742.7K | 0.23% | +151+3.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,294 | $742.8K | 0.35% | −20−0.4% | Reduced |
| Mitchell Sinkler & Starr | 5,313 | $745.4K | 0.23% | +1,545+41.0% | Added |
| Sawyer & Company, Inc | 5,319 | $746.0K | 0.35% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 5,325 | $747.0K | 0.31% | −120−2.2% | Reduced |
| SlateStone Wealth, LLC | 5,332 | $748.0K | 0.11% | +1,577+42.0% | Added |
| Mission Creek Capital Partners, Inc. | 5,335 | $748.5K | 0.25% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 5,348 | $750.3K | 0.04% | +5,348 | New |
| Boltwood Capital Management | 5,350 | $750.6K | 0.28% | +230+4.5% | Added |
| Oak Asset Management, LLC | 5,360 | $752.0K | 0.32% | +3+0.1% | Added |
| Bailard, Inc. | 5,372 | $753.7K | 0.02% | −741−12.1% | Reduced |
| Quadrant Capital Group LLC | 5,376 | $754.2K | 0.08% | +318+6.3% | Added |
| Keudell/Morrison Wealth Management | 5,380 | $754.8K | 0.23% | −800−12.9% | Reduced |
| LBMC Investment Advisors, LLC | 5,394 | $757.2K | 0.08% | +16+0.3% | Added |
| Castle Rock Wealth Management, LLC | 5,335 | $757.7K | 0.25% | +206+4.0% | Added |
| MBA Advisors LLC | 5,403 | $758.0K | 0.47% | −901−14.3% | Reduced |
| Miracle Mile Advisors, LLC | 5,407 | $758.6K | 0.02% | −4,443−45.1% | Reduced |
| Marcum Wealth, LLC | 5,418 | $760.2K | 0.09% | +13+0.2% | Added |
| Schechter Investment Advisors, LLC | 5,423 | $760.8K | 0.07% | +801+17.3% | Added |
| Clear Creek Financial Management, LLC | 5,439 | $764.0K | 0.13% | −3−0.1% | Reduced |
| Private Portfolio Partners LLC | 5,445 | $764.0K | 0.20% | +225+4.3% | Added |
| Insight Advisors, LLC | 5,449 | $764.5K | 0.18% | −207−3.7% | Reduced |
| LexAurum Advisors, LLC | 5,454 | $765.2K | 0.22% | +5,454 | New |
| Mill Capital Management, LLC | 5,465 | $766.7K | 0.07% | −1,733−24.1% | Reduced |
| Toews Corp | 5,500 | $771.6K | 0.47% | +5,500 | New |
| Mount Vernon Associates Inc | 5,505 | $772.0K | 0.85% | +75+1.4% | Added |
| Armstrong, Fleming & Moore, Inc | 5,505 | $772.4K | 0.75% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 5,513 | $773.0K | 0.44% | +5,513 | New |
| Dakota Wealth Management | 5,536 | $776.7K | 0.03% | +1,492+36.9% | Added |
| Coastal Bridge Advisors, LLC | 5,574 | $782.0K | 0.21% | +23+0.4% | Added |
| Benin Management CORP | 5,593 | $784.7K | 0.29% | +100+1.8% | Added |
| Glassman Wealth Services | 5,594 | $784.8K | 0.13% | +92+1.7% | Added |
| Claro Advisors LLC | 5,604 | $786.2K | 0.20% | −1,257−18.3% | Reduced |
| Armstrong Henry H Associates Inc | 5,607 | $786.7K | 0.09% | −900−13.8% | Reduced |
| Cullen Capital Management LLC | 5,648 | $792.4K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,661 | $794.2K | 0.13% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,663 | $794.5K | 0.03% | +193+3.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,681 | $797.0K | 0.09% | −140−2.4% | Reduced |
| Simon Quick Advisors, LLC | 5,689 | $798.2K | 0.08% | +125+2.2% | Added |
| Hoylecohen, LLC | 5,693 | $798.8K | 0.07% | −827−12.7% | Reduced |