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 |
|---|---|---|---|---|---|
| Donald L. Hagan, LLC | 7,844 | $1.10M | 0.66% | −260−3.2% | Reduced |
| Gateway Investment Advisers LLC | 7,883 | $1.11M | 0.01% | −177−2.2% | Reduced |
| Oak Associates, Ltd | 7,885 | $1.11M | 0.09% | −376−4.6% | Reduced |
| Flagship Harbor Advisors, LLC | 7,952 | $1.12M | 0.09% | −684−7.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.12M | 0.42% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 8,001 | $1.12M | 0.30% | +159+2.0% | Added |
| Hohimer Wealth Management, LLC | 8,004 | $1.12M | 0.32% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 8,026 | $1.13M | 0.02% | +350+4.6% | Added |
| Selective Wealth Management, Inc. | 7,990 | $1.13M | 0.62% | −6−0.1% | Reduced |
| Northwest Bancshares, Inc. | 8,048 | $1.13M | 0.22% | −438−5.2% | Reduced |
| Ancora Advisors, LLC | 8,055 | $1.13M | 0.03% | −11−0.1% | Reduced |
| Allied Investment Advisors, LLC | 8,061 | $1.13M | 0.34% | −47,853−85.6% | Reduced |
| Marco Investment Management LLC | 8,069 | $1.13M | 0.13% | −125−1.5% | Reduced |
| CIC Wealth, LLC | 8,142 | $1.14M | 0.41% | +5,715+235.5% | Added |
| Brave Asset Management Inc | 8,147 | $1.14M | 0.35% | −228−2.7% | Reduced |
| Gitterman Wealth Management, LLC | 8,168 | $1.15M | 0.54% | −133−1.6% | Reduced |
| Lakeview Capital Partners, LLC | 8,172 | $1.15M | 0.22% | −444−5.2% | Reduced |
| Means Investment Co., Inc. | 8,177 | $1.15M | 0.19% | −69−0.8% | Reduced |
| Country Club Bank | 8,117 | $1.15M | 0.09% | −2,043−20.1% | Reduced |
| Atlantic Union Bankshares Corp | 8,208 | $1.15M | 0.12% | −249−2.9% | Reduced |
| Relative Value Partners Group, LLC | 8,219 | $1.15M | 0.08% | +1,586+23.9% | Added |
| Advisor OS, LLC | 8,239 | $1.16M | 0.17% | +860+11.7% | Added |
| Change Path, LLC | 8,242 | $1.16M | 0.08% | −4,884−37.2% | Reduced |
| E Fund Management Co., Ltd. | 8,268 | $1.16M | 0.09% | −438−5.0% | Reduced |
| Chicago Capital, LLC | 8,302 | $1.16M | 0.05% | −100−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 8,307 | $1.17M | 0.08% | −1,961−19.1% | Reduced |
| Becker Capital Management Inc | 8,344 | $1.17M | 0.05% | −465−5.3% | Reduced |
| Fortis Group Advisors, LLC | 8,649 | $1.17M | 0.36% | +3,980+85.2% | Added |
| Nichols & Pratt Advisers LLP | 8,358 | $1.17M | 0.09% | −525−5.9% | Reduced |
| Lake Street Financial LLC | 8,288 | $1.17M | 0.21% | +1,804+27.8% | Added |
| Weik Capital Management | 8,370 | $1.17M | 0.58% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,446 | $1.18M | 0.30% | −375−4.3% | Reduced |
| Red Spruce Capital, LLC | 8,456 | $1.19M | 0.67% | 00.0% | Unchanged |
| Capital City Trust Co | 8,458 | $1.19M | 0.39% | −1,341−13.7% | Reduced |
| Investors Asset Management of Georgia Inc | 8,451 | $1.19M | 0.66% | +730+9.5% | Added |
| Howland Capital Management LLC | 8,487 | $1.19M | 0.07% | −25−0.3% | Reduced |
| Steinberg Asset Management LLC | 8,505 | $1.19M | 1.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,505 | $1.19M | 0.20% | 00.0% | Unchanged |
| Private Asset Management Inc | 8,532 | $1.20M | 0.28% | −1,345−13.6% | Reduced |
| Redmond Asset Management, LLC | 8,564 | $1.20M | 0.43% | +712+9.1% | Added |
| Long Run Wealth Advisors, LLC | 8,588 | $1.20M | 0.39% | −223−2.5% | Reduced |
| CastleKnight Management LP | 8,600 | $1.21M | 0.21% | −1,900−18.1% | Reduced |
| Forum Financial Management, LP | 8,614 | $1.21M | 0.03% | −590−6.4% | Reduced |
| Cozad Asset Management Inc | 8,616 | $1.21M | 0.16% | +180+2.1% | Added |
| Nations Financial Group Inc, | 8,625 | $1.21M | 0.12% | +90+1.1% | Added |
| Waldron Private Wealth LLC | 8,632 | $1.21M | 0.06% | +14+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 8,661 | $1.22M | 0.41% | −600−6.5% | Reduced |
| Parisi Gray Wealth Management | 8,678 | $1.22M | 0.55% | −182−2.1% | Reduced |
| Altfest L J & Co Inc | 8,688 | $1.22M | 0.19% | 00.0% | Unchanged |
| Essex Savings Bank | 8,689 | $1.22M | 0.41% | −352−3.9% | Reduced |
| Aptus Capital Advisors, LLC | 8,736 | $1.23M | 0.04% | +2,359+37.0% | Added |
| Sandbox Financial Partners, LLC | 8,736 | $1.23M | 0.65% | +7+0.1% | Added |
| Slocum, Gordon & Co LLP | 8,738 | $1.23M | 1.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 8,738 | $1.23M | 0.20% | −369−4.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,782 | $1.23M | 0.30% | +2,174+32.9% | Added |
| KCM Investment Advisors LLC | 8,789 | $1.23M | 0.05% | −564−6.0% | Reduced |
| Paradigm Asset Management Co LLC | 8,800 | $1.23M | 0.35% | −600−6.4% | Reduced |
| Thoroughbred Financial Services, LLC | 8,822 | $1.24M | 0.12% | +4,399+99.5% | Added |
| Zuckerman Investment Group, LLC | 8,838 | $1.24M | 0.18% | −32−0.4% | Reduced |
| Bahl & Gaynor Inc | 8,857 | $1.24M | 0.01% | +43+0.5% | Added |
| Beaumont Financial Advisors, LLC | 8,913 | $1.25M | 0.12% | +65+0.7% | Added |
| Western Wealth Management, LLC | 8,924 | $1.25M | 0.11% | +995+12.5% | Added |
| Headlands Technologies LLC | 8,925 | $1.25M | 0.62% | +8,925 | New |
| Duncker Streett & Co Inc | 8,932 | $1.25M | 0.29% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 8,939 | $1.25M | 0.33% | −308−3.3% | Reduced |
| Wendell David Associates Inc | 8,965 | $1.26M | 0.15% | +1,333+17.5% | Added |
| Checchi Capital Advisers, LLC | 9,015 | $1.26M | 0.12% | +977+12.2% | Added |
| Forte Capital LLC | 9,016 | $1.26M | 0.19% | −100−1.1% | Reduced |
| Pavion Blue Capital, LLC | 9,017 | $1.27M | 0.77% | +51+0.6% | Added |
| Diligent Investors, LLC | 9,043 | $1.27M | 0.39% | +159+1.8% | Added |
| Montecito Bank & Trust | 9,072 | $1.27M | 0.30% | −305−3.3% | Reduced |
| Inlet Private Wealth, LLC | 9,077 | $1.27M | 0.42% | −966−9.6% | Reduced |
| Peddock Capital Advisors, LLC | 9,124 | $1.28M | 0.43% | +293+3.3% | Added |
| Wealth Effects LLC | 9,127 | $1.28M | 0.63% | −1,071−10.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,134 | $1.28M | 0.38% | +427+4.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,094 | $1.29M | 0.09% | −1,773−16.3% | Reduced |
| Capital Markets Trading UK LLP | 9,189 | $1.29M | 1.12% | −5,843−38.9% | Reduced |
| Joule Financial, LLC | 9,225 | $1.29M | 0.66% | +5,501+147.7% | Added |
| Eqis Capital Management, Inc. | 9,252 | $1.30M | 0.16% | −1,025−10.0% | Reduced |
| Twelve Points Wealth Management LLC | 9,258 | $1.30M | 0.65% | +839+10.0% | Added |
| SG Americas Securities, LLC | 9,275 | $1.30M | 0.02% | −64,389−87.4% | Reduced |
| Nicolet Bankshares Inc | 9,277 | $1.30M | 0.40% | −3,250−25.9% | Reduced |
| Sunbelt Securities, Inc. | 9,289 | $1.30M | 0.18% | +6,742+264.7% | Added |
| Boothe Investment Group, Inc. | 9,291 | $1.30M | 0.66% | +490+5.6% | Added |
| Shufro Rose & Co LLC | 9,370 | $1.31M | 0.12% | −154−1.6% | Reduced |
| Donoghue Forlines LLC | 9,375 | $1.32M | 0.47% | +1,625+21.0% | Added |
| Coastwise Capital Group, LLC | 9,383 | $1.32M | 1.51% | +122+1.3% | Added |
| Ledyard National Bank | 9,403 | $1.32M | 0.15% | +173+1.9% | Added |
| FineMark National Bank & Trust | 9,445 | $1.33M | 0.06% | −322−3.3% | Reduced |
| Security National Bank of So Dak | 9,472 | $1.33M | 0.98% | +110+1.2% | Added |
| Meeder Advisory Services, Inc. | 9,472 | $1.33M | 0.17% | −1,273−11.8% | Reduced |
| Ritholtz Wealth Management | 9,476 | $1.33M | 0.06% | +1,196+14.4% | Added |
| Haverford Trust Co | 9,617 | $1.35M | 0.02% | −339−3.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,626 | $1.35M | 0.95% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,629 | $1.35M | 0.05% | +4,899+103.6% | Added |
| Gyroscope Capital Management Group, LLC | 9,673 | $1.36M | 0.31% | +1,883+24.2% | Added |
| Csenge Advisory Group | 9,688 | $1.36M | 0.09% | −801−7.6% | Reduced |
| Cigna Investments Inc | 9,723 | $1.36M | 0.31% | −1,198−11.0% | Reduced |
| Atlantic Trust, LLC | 9,725 | $1.36M | 0.45% | −18−0.2% | Reduced |
| Quantinno Capital Management LP | 9,764 | $1.37M | 0.06% | +3,373+52.8% | Added |