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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 5,694 | $798.8K | 0.52% | −6,200−52.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,711 | $801.3K | 0.01% | +5,711 | New |
| Acorn Wealth Advisors, LLC | 5,720 | $802.5K | 0.53% | −183−3.1% | Reduced |
| Bridge Creek Capital Management LLC | 5,727 | $803.5K | 0.30% | −35−0.6% | Reduced |
| Kades & Cheifetz LLC | 5,728 | $803.6K | 0.64% | +183+3.3% | Added |
| Empirical Asset Management, LLC | 5,728 | $803.7K | 0.70% | −205−3.5% | Reduced |
| TRUE Private Wealth Advisors | 5,732 | $804.1K | 0.11% | +318+5.9% | Added |
| Redhawk Wealth Advisors, Inc. | 5,732 | $804.2K | 0.27% | −98−1.7% | Reduced |
| WoodTrust Financial Corp | 5,736 | $805.0K | 0.15% | +265+4.8% | Added |
| NorthRock Partners, LLC | 5,742 | $805.6K | 0.08% | −15−0.3% | Reduced |
| Wealth Alliance | 5,751 | $806.8K | 0.13% | +22+0.4% | Added |
| Summit Financial Group Inc | 5,751 | $806.9K | 0.34% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,767 | $809.1K | 0.79% | −37−0.6% | Reduced |
| Cowa, LLC | 5,776 | $810.4K | 0.55% | +32+0.6% | Added |
| Heartwood Wealth Advisors LLC | 5,780 | $810.9K | 0.12% | −659−10.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,781 | $811.1K | 0.74% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,782 | $811.2K | 0.03% | +93+1.6% | Added |
| Aspiriant, LLC | 5,809 | $815.0K | 0.04% | +269+4.9% | Added |
| Renaissance Investment Group LLC | 5,813 | $815.6K | 0.23% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 5,818 | $816.0K | 0.17% | −4,913−45.8% | Reduced |
| Summit Trail Advisors, LLC | 5,818 | $816.3K | 0.03% | +723+14.2% | Added |
| SOL Capital Management CO | 5,821 | $817.0K | 0.13% | −500−7.9% | Reduced |
| Headinvest, LLC | 5,819 | $819.3K | 0.18% | −188−3.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,847 | $820.3K | 0.42% | −20.0% | Reduced |
| Heritage Trust Co | 5,856 | $821.6K | 0.13% | −50−0.8% | Reduced |
| PFG Advisors | 5,860 | $822.2K | 0.07% | −11−0.2% | Reduced |
| Hancock Whitney Corp | 5,865 | $822.9K | 0.03% | −501−7.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,869 | $823.4K | 0.70% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 5,872 | $823.9K | 0.30% | +58+1.0% | Added |
| Continuum Advisory, LLC | 5,888 | $826.1K | 0.13% | +654+12.5% | Added |
| Opal Wealth Advisors, LLC | 5,890 | $826.4K | 0.48% | −800−12.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 5,891 | $826.5K | 0.58% | −7−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 5,911 | $829.4K | 0.11% | −597−9.2% | Reduced |
| World Equity Group, Inc. | 5,920 | $830.4K | 0.17% | +2,981+101.4% | Added |
| Legacy Financial Advisors, Inc. | 5,970 | $837.6K | 0.17% | +199+3.4% | Added |
| Patten & Patten Inc | 5,977 | $838.5K | 0.07% | +1,005+20.2% | Added |
| Meridian Wealth Advisors, LLC | 5,978 | $838.7K | 0.21% | +28+0.5% | Added |
| Uncommon Cents Investing LLC | 5,980 | $839.0K | 0.31% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,984 | $839.6K | 0.10% | −45−0.7% | Reduced |
| Mork Capital Management, LLC | 5,990 | $840.4K | 0.66% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,995 | $841.1K | 0.26% | +20.0% | Added |
| Roof Eidam & Maycock | 5,997 | $841.4K | 0.28% | +1,560+35.2% | Added |
| Waddell & Associates, LLC | 5,999 | $841.7K | 0.12% | +400+7.1% | Added |
| North Star Asset Management Inc | 6,007 | $842.8K | 0.05% | −692−10.3% | Reduced |
| Quantbot Technologies LP | 6,018 | $844.3K | 0.06% | −13,763−69.6% | Reduced |
| Summit Asset Management, LLC | 6,019 | $844.4K | 0.23% | −75−1.2% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $845.7K | 0.04% | −125−2.0% | Reduced |
| Lloyd Advisory Services, LLC. | 6,033 | $846.4K | 0.28% | +6,033 | New |
| Norden Group LLC | 6,033 | $846.4K | 0.28% | +6,033 | New |
| Coco Enterprises, LLC | 6,035 | $846.8K | 0.68% | −53−0.9% | Reduced |
| Berkshire Asset Management LLC | 6,049 | $848.6K | 0.05% | +17+0.3% | Added |
| Founders Financial Alliance, LLC | 6,056 | $849.6K | 0.37% | −147−2.4% | Reduced |
| Massmutual Trust Co FSB | 6,059 | $850.1K | 0.03% | +119+2.0% | Added |
| Pinnacle West Asset Management, Inc. | 6,075 | $852.0K | 0.84% | +340+5.9% | Added |
| Inscription Capital, LLC | 6,077 | $852.6K | 0.28% | −955−13.6% | Reduced |
| Monte Financial Group, LLC | 6,086 | $853.8K | 0.43% | −141−2.3% | Reduced |
| Beacon Financial Advisory LLC | 6,096 | $855.2K | 0.47% | +223+3.8% | Added |
| Delta Asset Management LLC | 6,096 | $855.3K | 0.09% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 6,103 | $856.3K | 0.64% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 6,106 | $856.6K | 0.28% | −1,676−21.5% | Reduced |
| Roffman Miller Associates Inc | 6,110 | $857.3K | 0.07% | +770+14.4% | Added |
| Patten Group, Inc. | 6,126 | $859.5K | 0.26% | −142−2.3% | Reduced |
| High Net Worth Advisory Group LLC | 6,141 | $861.6K | 0.35% | +250+4.2% | Added |
| Harbour Investments, Inc. | 6,151 | $863.0K | 0.04% | +5,490+830.6% | Added |
| Biltmore Family Office, LLC | 6,183 | $867.5K | 0.20% | +3,036+96.5% | Added |
| First National Bank | 6,187 | $868.0K | 0.76% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 6,188 | $868.2K | 0.14% | +198+3.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,191 | $868.7K | 0.11% | +3,636+142.3% | Added |
| StoneX Group Inc. | 6,219 | $872.5K | 0.09% | −705−10.2% | Reduced |
| Hodges Capital Management Inc. | 6,250 | $877.0K | 0.10% | +6,250 | Added |
| Manchester Capital Management LLC | 6,265 | $879.0K | 0.13% | +296+5.0% | Added |
| Strait & Sound Wealth Management LLC | 6,266 | $879.1K | 0.75% | +3,399+118.6% | Added |
| Cobblestone Capital Advisors LLC | 6,269 | $879.5K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 6,269 | $879.5K | 0.18% | 00.0% | Unchanged |
| Tobam | 6,273 | $880.0K | 0.07% | −560−8.2% | Reduced |
| Bramshill Investments, LLC | 6,284 | $881.6K | 0.10% | −14,877−70.3% | Reduced |
| IVC Wealth Advisors LLC | 6,289 | $882.3K | 0.59% | +80+1.3% | Added |
| Cable Hill Partners, LLC | 6,293 | $882.9K | 0.12% | +864+15.9% | Added |
| Koshinski Asset Management, Inc. | 6,307 | $884.9K | 0.10% | +170+2.8% | Added |
| Investors Research Corp | 6,315 | $886.0K | 0.23% | +353+5.9% | Added |
| Stokes Family Office, LLC | 6,322 | $887.0K | 0.10% | −431−6.4% | Reduced |
| Wealth Management Associates, Inc. | 6,327 | $887.7K | 0.52% | −385−5.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,330 | $888.1K | 0.50% | +6,330 | New |
| Peoples Financial Services Corp. | 6,332 | $888.4K | 0.42% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,376 | $894.6K | 0.27% | −5,787−47.6% | Reduced |
| M. Kraus & Co | 6,387 | $896.1K | 0.32% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 6,393 | $896.9K | 0.74% | −447−6.5% | Reduced |
| Perfromance Wealth Partners, LLC | 6,403 | $898.3K | 0.04% | −32−0.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,405 | $898.6K | 0.52% | −750−10.5% | Reduced |
| TBH Global Asset Management, LLC | 6,417 | $900.3K | 0.17% | −127−1.9% | Reduced |
| Northern Financial Advisors Inc | 6,419 | $900.7K | 0.82% | +423+7.1% | Added |
| ProVise Management Group, LLC | 6,484 | $909.7K | 0.08% | −4,613−41.6% | Reduced |
| Cascade Investment Group, Inc. | 6,497 | $911.6K | 0.86% | −85−1.3% | Reduced |
| Invst, LLC | 6,509 | $913.2K | 0.13% | +61+0.9% | Added |
| Atlas Capital Advisors LLC | 6,527 | $915.7K | 0.15% | −64−1.0% | Reduced |
| Strategic Blueprint, LLC | 6,529 | $916.0K | 0.08% | −255−3.8% | Reduced |
| Steel Peak Wealth Management LLC | 6,535 | $916.9K | 0.06% | −35,596−84.5% | Reduced |
| Hexagon Capital Partners LLC | 6,547 | $918.5K | 0.24% | +805+14.0% | Added |
| Naviter Wealth, LLC | 6,553 | $919.4K | 0.22% | +274+4.4% | Added |
| Citizens National Bank Trust Department | 6,555 | $919.7K | 0.25% | −6−0.1% | Reduced |