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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 6,605 | $926.0K | 0.56% | +3,205+94.3% | Added |
| Carl P. Sherr & Co., LLC | 6,630 | $930.2K | 0.63% | +152+2.3% | Added |
| Graham Capital Management, L.P. | 6,638 | $931.3K | 0.03% | −113,580−94.5% | Reduced |
| Woodline Partners LP | 6,645 | $932.3K | 0.01% | −54,956−89.2% | Reduced |
| Prostatis Group LLC | 6,736 | $934.1K | 0.46% | −811,726−99.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,673 | $936.2K | 0.04% | +4,526+210.8% | Added |
| Financial Partners Group, LLC | 6,676 | $936.7K | 0.45% | −119−1.8% | Reduced |
| First National Bank & Trust Co of Newtown | 6,684 | $937.8K | 0.21% | −90−1.3% | Reduced |
| First County Bank | 6,707 | $941.0K | 0.49% | +881+15.1% | Added |
| Operose Advisors LLC | 6,709 | $941.3K | 0.37% | +1,905+39.7% | Added |
| Jeppson Wealth Management, LLC | 6,727 | $943.8K | 0.43% | +37+0.6% | Added |
| Albion Financial Group | 6,774 | $950.5K | 0.09% | −25,824−79.2% | Reduced |
| Core Wealth Partners LLC | 6,778 | $950.8K | 0.86% | +1,107+19.5% | Added |
| Equitable Trust Co | 6,792 | $952.9K | 0.08% | +72+1.1% | Added |
| Salem Investment Counselors Inc | 6,808 | $955.2K | 0.04% | −490−6.7% | Reduced |
| Washington Capital Management Inc | 6,810 | $955.4K | 0.88% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6,815 | $956.1K | 0.15% | +6,815 | New |
| Monetary Management Group Inc | 6,832 | $958.5K | 0.32% | −6,470−48.6% | Reduced |
| Trustco Bank Corp N Y | 6,869 | $963.7K | 1.10% | −20−0.3% | Reduced |
| Parcion Private Wealth LLC | 6,874 | $964.4K | 0.10% | +574+9.1% | Added |
| Fort Sheridan Advisors LLC | 6,886 | $966.1K | 0.22% | 00.0% | Unchanged |
| Straight Path Wealth Management | 6,886 | $966.1K | 0.65% | +200+3.0% | Added |
| Mystic Asset Management, Inc. | 6,902 | $968.3K | 0.54% | +50+0.7% | Added |
| PBMares Wealth Management LLC | 6,923 | $971.3K | 0.35% | −23−0.3% | Reduced |
| Ironwood Investment Management LLC | 6,924 | $971.4K | 0.59% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 6,520 | $971.6K | 0.36% | −6,395−49.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 6,957 | $976.1K | 0.74% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 6,967 | $977.5K | 0.66% | −11−0.2% | Reduced |
| Wedmont Private Capital | 6,877 | $978.0K | 0.10% | +1,300+23.3% | Added |
| Twin Focus Capital Partners, LLC | 7,000 | $982.1K | 0.22% | −643−8.4% | Reduced |
| Portman Square Capital LLP | 7,007 | $983.1K | 0.14% | +7,007 | New |
| Belpointe Asset Management LLC | 7,007 | $983.2K | 0.10% | +2,089+42.5% | Added |
| Canada Pension Plan Investment Board | 7,010 | $983.5K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 7,015 | $984.2K | 0.15% | −178−2.5% | Reduced |
| Plancorp, LLC | 7,029 | $986.2K | 0.05% | +1,106+18.7% | Added |
| Appleton Partners Inc | 7,032 | $987.0K | 0.09% | −911−11.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 7,035 | $987.1K | 0.23% | +250+3.7% | Added |
| Kingswood Wealth Advisors, LLC | 7,053 | $989.5K | 0.17% | +4,072+136.6% | Added |
| Kovack Advisors, Inc. | 7,057 | $990.2K | 0.14% | +198+2.9% | Added |
| Webster Bank, N. A. | 7,069 | $991.8K | 0.13% | +165+2.4% | Added |
| Financial Advisory Service, Inc. | 7,125 | $999.6K | 0.11% | −1,509−17.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,126 | $999.8K | 0.64% | +30+0.4% | Added |
| Northeast Investment Management | 7,127 | $999.9K | 0.06% | −104−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 7,150 | $1.00M | 0.13% | +204+2.9% | Added |
| Laurel Wealth Advisors LLC | 7,161 | $1.00M | 0.21% | −93−1.3% | Reduced |
| Anchor Investment Management, LLC | 7,165 | $1.01M | 0.13% | +188+2.7% | Added |
| Capital Asset Advisory Services LLC | 7,032 | $1.01M | 0.07% | +890+14.5% | Added |
| Warner Financial, Inc | 7,190 | $1.01M | 0.67% | +5+0.1% | Added |
| Capricorn Fund Managers Ltd | 7,204 | $1.01M | 0.35% | +3,704+105.8% | Added |
| Gratus Capital LLC | 7,230 | $1.01M | 0.07% | +1,061+17.2% | Added |
| 1620 Investment Advisors, Inc. | 7,236 | $1.02M | 1.18% | −351−4.6% | Reduced |
| Adviser Investments LLC | 7,246 | $1.02M | 0.02% | +2,180+43.0% | Added |
| Thrive Wealth Management, LLC | 7,247 | $1.02M | 0.27% | +60+0.8% | Added |
| Papp L Roy & Associates | 7,249 | $1.02M | 0.14% | −35−0.5% | Reduced |
| Clarius Group, LLC | 7,255 | $1.02M | 0.10% | −1,917−20.9% | Reduced |
| Range Financial Group LLC | 7,258 | $1.02M | 0.67% | −166−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 7,470 | $1.02M | 0.05% | −443−5.6% | Reduced |
| Private Advisory Group LLC | 7,279 | $1.02M | 0.20% | −219−2.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,280 | $1.02M | 1.32% | −3,496−32.4% | Reduced |
| Whitener Capital Management, Inc. | 7,303 | $1.02M | 0.41% | +120+1.7% | Added |
| Abn Amro Investment Solutions | 7,325 | $1.03M | 0.02% | +180+2.5% | Added |
| Advisory Alpha, LLC | 7,356 | $1.03M | 0.05% | +3,361+84.1% | Added |
| V-Square Quantitative Management LLC | 7,383 | $1.04M | 0.46% | +1,883+34.2% | Added |
| Meridian Management Co | 7,388 | $1.04M | 0.34% | +63+0.9% | Added |
| FinTrust Capital Advisors, LLC | 7,389 | $1.04M | 0.23% | +5,290+252.0% | Added |
| Day & Ennis, LLC | 7,422 | $1.04M | 0.39% | −449−5.7% | Reduced |
| Texas Yale Capital Corp. | 7,446 | $1.04M | 0.05% | −220−2.9% | Reduced |
| Alphadyne Asset Management LP | 7,466 | $1.05M | 0.51% | +7,466 | New |
| Beaton Management Co. Inc. | 7,471 | $1.05M | 0.68% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 7,468 | $1.05M | 0.36% | +7,468 | New |
| Cornercap Investment Counsel Inc | 7,497 | $1.05M | 0.19% | +307+4.3% | Added |
| Byrne Asset Management LLC | 7,500 | $1.05M | 0.87% | +75+1.0% | Added |
| Alterity Financial Group, LLC | 7,500 | $1.05M | 1.67% | 00.0% | Unchanged |
| Curi Capital | 7,509 | $1.05M | 0.16% | −4−0.1% | Reduced |
| Atlas Brown,Inc. | 7,522 | $1.06M | 0.48% | +562+8.1% | Added |
| TFG Advisers LLC | 7,538 | $1.06M | 0.50% | +786+11.6% | Added |
| Onyx Bridge Wealth Group LLC | 7,546 | $1.06M | 0.25% | −274−3.5% | Reduced |
| Coastal Investment Advisors, Inc. | 7,929 | $1.06M | 0.24% | −540−6.4% | Reduced |
| Graypoint LLC | 7,585 | $1.06M | 0.10% | +3,142+70.7% | Added |
| SRS Capital Advisors, Inc. | 7,604 | $1.07M | 0.13% | −800−9.5% | Reduced |
| Fiduciary Group LLC | 7,619 | $1.07M | 0.14% | −48−0.6% | Reduced |
| Marietta Investment Partners LLC | 7,626 | $1.07M | 0.30% | 00.0% | Unchanged |
| New Millennium Group LLC | 7,629 | $1.07M | 0.98% | +7,529+7,529.0% | Added |
| Beacon Investment Advisory Services, Inc. | 7,630 | $1.07M | 0.05% | +26+0.3% | Added |
| G&S Capital LLC | 7,641 | $1.07M | 0.55% | −141−1.8% | Reduced |
| Adirondack Trust Co | 7,642 | $1.07M | 0.54% | +1,182+18.3% | Added |
| BSW Wealth Partners | 7,694 | $1.08M | 0.24% | −1,681−17.9% | Reduced |
| Capstone Triton Financial Group, LLC | 7,699 | $1.08M | 0.79% | +123+1.6% | Added |
| Athena Investment Management | 7,700 | $1.08M | 0.77% | +173+2.3% | Added |
| Penobscot Investment Management Company, Inc. | 7,719 | $1.08M | 0.15% | +619+8.7% | Added |
| MONECO Advisors, LLC | 7,721 | $1.08M | 0.29% | +1,194+18.3% | Added |
| Home Federal Bank of Tennessee | 7,722 | $1.08M | 0.40% | −35−0.5% | Reduced |
| Venturi Wealth Management, LLC | 7,724 | $1.08M | 0.09% | +56+0.7% | Added |
| CWS Financial Advisors, LLC | 7,734 | $1.09M | 0.44% | +4+0.1% | Added |
| Kessler Investment Group, LLC | 7,751 | $1.09M | 0.91% | +396+5.4% | Added |
| Davis R M Inc | 7,757 | $1.09M | 0.03% | +251+3.3% | Added |
| Exchange Bank | 7,761 | $1.09M | 1.04% | −28−0.4% | Reduced |
| Innovis Asset Management LLC | 7,768 | $1.09M | 0.42% | −64−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 7,786 | $1.09M | 0.05% | −4,848−38.4% | Reduced |
| Main Street Financial Solutions, LLC | 7,803 | $1.09M | 0.16% | +8+0.1% | Added |