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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 9,794 | $1.37M | 1.13% | +8+0.1% | Added |
| MidWestOne Financial Group, Inc. | 9,801 | $1.38M | 0.31% | −553−5.3% | Reduced |
| Marks Group Wealth Management, Inc | 9,817 | $1.38M | 0.17% | −699−6.6% | Reduced |
| OmniStar Financial Group, Inc. | 9,807 | $1.38M | 1.64% | +167+1.7% | Added |
| Emfo, LLC | 9,842 | $1.38M | 1.30% | −1,130−10.3% | Reduced |
| Access Financial Services, Inc. | 9,856 | $1.38M | 0.83% | −1,271−11.4% | Reduced |
| Rehmann Capital Advisory Group | 9,874 | $1.39M | 0.13% | −901−8.4% | Reduced |
| Zullo Investment Group, Inc. | 9,877 | $1.39M | 0.81% | −81−0.8% | Reduced |
| Hartford Financial Management Inc. | 9,886 | $1.39M | 0.35% | −61−0.6% | Reduced |
| AlphaMark Advisors, LLC | 9,890 | $1.39M | 0.59% | −664−6.3% | Reduced |
| RKL Wealth Management LLC | 9,897 | $1.39M | 0.17% | +109+1.1% | Added |
| Ridgewood Investments LLC | 9,922 | $1.39M | 0.91% | −955−8.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,944 | $1.40M | 0.47% | −68−0.7% | Reduced |
| Dudley Capital Management, LLC | 9,957 | $1.40M | 0.98% | −31−0.3% | Reduced |
| David Loasby | 9,914 | $1.40M | 0.15% | +1,028+11.6% | Added |
| Cahill Financial Advisors Inc | 9,977 | $1.40M | 0.23% | −786−7.3% | Reduced |
| Westport Asset Management Inc | 10,000 | $1.40M | 0.83% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 10,023 | $1.41M | 0.66% | −100−1.0% | Reduced |
| Duff & Phelps Investment Management Co | 10,070 | $1.41M | 0.02% | +190+1.9% | Added |
| Bowen Hanes & Co Inc | 10,095 | $1.42M | 0.05% | +70+0.7% | Added |
| Compass Ion Advisors, LLC | 10,104 | $1.42M | 0.24% | +10,104 | New |
| Osterweis Capital Management Inc | 10,130 | $1.42M | 0.10% | −3,320−24.7% | Reduced |
| First City Capital Management, Inc. | 10,206 | $1.43M | 0.90% | −80−0.8% | Reduced |
| Cito Capital Group, LLC | 10,230 | $1.44M | 0.69% | +9+0.1% | Added |
| Alternative Investment Advisors, LLC. | 10,232 | $1.44M | 1.00% | +10,232 | New |
| Newman Dignan & Sheerar, Inc. | 10,235 | $1.44M | 0.47% | −284−2.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,240 | $1.44M | 0.16% | −55−0.5% | Reduced |
| Hamel Associates, Inc. | 10,245 | $1.44M | 0.52% | −620−5.7% | Reduced |
| SageView Advisory Group, LLC | 10,243 | $1.44M | 0.08% | −981−8.7% | Reduced |
| Paradigm Financial Partners, LLC | 10,270 | $1.44M | 0.40% | +527+5.4% | Added |
| Archford Capital Strategies, LLC | 10,280 | $1.44M | 0.29% | +1,407+15.9% | Added |
| Altman Advisors, Inc. | 10,304 | $1.45M | 0.90% | +10,304 | New |
| Comerica Securities,inc. | 10,368 | $1.45M | 0.12% | +240+2.4% | Added |
| Impax Asset Management Group plc | 10,376 | $1.46M | 0.01% | −191−1.8% | Reduced |
| Hunter Associates Investment Management LLC | 10,441 | $1.46M | 0.30% | +25+0.2% | Added |
| BCJ Capital Management, LLC | 10,445 | $1.47M | 0.13% | −1,398−11.8% | Reduced |
| Trust Asset Management LLC | 10,452 | $1.47M | 0.16% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 10,456 | $1.47M | 0.60% | +25+0.2% | Added |
| Ironwood Investment Counsel, LLC | 45,486 | $1.47M | 0.35% | −2,096−4.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,500 | $1.47M | 1.59% | −6,000−36.4% | Reduced |
| Meridian Investment Counsel Inc. | 10,513 | $1.47M | 0.55% | −150−1.4% | Reduced |
| Schulhoff & Co Inc | 10,524 | $1.48M | 0.75% | −200−1.9% | Reduced |
| Ironwood Financial, llc | 10,528 | $1.48M | 0.40% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 10,581 | $1.48M | 0.96% | −390−3.6% | Reduced |
| Qtron Investments LLC | 10,581 | $1.48M | 0.28% | +1,659+18.6% | Added |
| Trust Co of Toledo NA | 10,598 | $1.49M | 0.29% | −205−1.9% | Reduced |
| Chesley Taft & Associates LLC | 10,615 | $1.49M | 0.10% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,649 | $1.49M | 0.17% | +2,549+31.5% | Added |
| Quest Investment Management LLC | 10,684 | $1.50M | 0.21% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10,707 | $1.50M | 0.77% | −7−0.1% | Reduced |
| Waterfront Wealth Inc. | 11,027 | $1.50M | 0.49% | +216+2.0% | Added |
| Trust Investment Advisors | 10,723 | $1.50M | 1.29% | −407−3.7% | Reduced |
| Woodward Diversified Capital, LLC | 10,726 | $1.50M | 1.08% | −144−1.3% | Reduced |
| Centennial Wealth Advisory LLC | 10,777 | $1.51M | 0.81% | −20−0.2% | Reduced |
| New England Research & Management, Inc. | 10,774 | $1.51M | 0.86% | −7,418−40.8% | Reduced |
| Clark Financial Services Group Inc | 10,780 | $1.51M | 2.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,805 | $1.52M | 0.21% | +414+4.0% | Added |
| Sandy Spring Bank | 10,855 | $1.52M | 0.08% | +923+9.3% | Added |
| Chesapeake Asset Management LLC | 10,864 | $1.52M | 1.48% | −27−0.2% | Reduced |
| Citizens Financial Group Inc | 10,890 | $1.53M | 0.06% | −4,878−30.9% | Reduced |
| Ameritas Advisory Services, LLC | 10,926 | $1.53M | 0.08% | +5,707+109.4% | Added |
| Lineweaver Wealth Advisors, LLC | 10,942 | $1.54M | 0.45% | −5,581−33.8% | Reduced |
| Harbor Capital Advisors, Inc. | 10,994 | $1.54M | 0.33% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 11,000 | $1.54M | 0.03% | +10,750+4,300.0% | Added |
| Buckingham Strategic Partners | 11,042 | $1.55M | 0.08% | +88+0.8% | Added |
| Jupiter Asset Management Ltd | 11,047 | $1.55M | 0.02% | −83,317−88.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,118 | $1.56M | 0.68% | +14+0.1% | Added |
| Donaldson Capital Management, LLC | 11,127 | $1.56M | 0.07% | +805+7.8% | Added |
| Focused Wealth Management, Inc | 11,130 | $1.56M | 0.28% | −197−1.7% | Reduced |
| Providence Wealth Advisors, LLC | 11,122 | $1.56M | 1.75% | −39−0.3% | Reduced |
| Hedges Asset Management LLC | 11,200 | $1.57M | 1.37% | 00.0% | Unchanged |
| Lantz Financial LLC | 11,238 | $1.58M | 0.63% | +521+4.9% | Added |
| First National Bank of Omaha | 11,248 | $1.58M | 0.10% | −100−0.9% | Reduced |
| Bellecapital International Ltd. | 11,265 | $1.58M | 0.40% | −41−0.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 11,280 | $1.58M | 0.88% | −388−3.3% | Reduced |
| St Germain D J Co Inc | 11,283 | $1.58M | 0.09% | −134−1.2% | Reduced |
| Pinnacle Holdings, LLC | 11,293 | $1.58M | 0.74% | −1,094−8.8% | Reduced |
| Founders Financial Securities LLC | 11,312 | $1.59M | 0.21% | −33−0.3% | Reduced |
| Nwam LLC | 11,363 | $1.59M | 0.16% | −4,250−27.2% | Reduced |
| Tower Bridge Advisors | 11,399 | $1.60M | 0.15% | −670−5.6% | Reduced |
| South Dakota Investment Council | 11,414 | $1.60M | 0.04% | +914+8.7% | Added |
| Belvedere Trading LLC | 11,419 | $1.60M | 0.21% | +11,419 | New |
| Dorsey & Whitney Trust CO LLC | 11,423 | $1.60M | 0.14% | +1,044+10.1% | Added |
| Transatlantique Private Wealth LLC | 11,589 | $1.61M | 0.86% | −50.0% | Reduced |
| Griffin Asset Management, Inc. | 11,538 | $1.62M | 0.23% | +57+0.5% | Added |
| Aries Wealth Management | 11,662 | $1.62M | 0.64% | +25+0.2% | Added |
| Dividend Assets Capital, LLC | 11,599 | $1.63M | 0.34% | −79−0.7% | Reduced |
| Essex LLC | 11,602 | $1.63M | 0.46% | +1,365+13.3% | Added |
| Ceera Investments, LLC | 11,613 | $1.63M | 0.89% | 00.0% | Unchanged |
| SRN Advisors, LLC | 11,622 | $1.63M | 1.62% | +504+4.5% | Added |
| Lion Street Advisors, LLC | 11,656 | $1.64M | 0.53% | +2,767+31.1% | Added |
| DT Investment Partners, LLC | 11,665 | $1.64M | 0.20% | +51+0.4% | Added |
| LVM Capital Management Ltd | 11,709 | $1.64M | 0.23% | −1,825−13.5% | Reduced |
| Ontario Teachers Pension Plan Board | 11,735 | $1.65M | 0.02% | +5,035+75.1% | Added |
| Matthew Goff Investment Advisor, LLC | 11,735 | $1.65M | 0.40% | −92−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 12,328 | $1.65M | 0.03% | +484+4.1% | Added |
| Cassaday & Co Wealth Management LLC | 11,772 | $1.65M | 0.07% | +344+3.0% | Added |
| Cornerstone Wealth Management, LLC | 11,784 | $1.65M | 0.16% | −221−1.8% | Reduced |
| Private Trust Co NA | 11,815 | $1.66M | 0.22% | +627+5.6% | Added |
| O'Rourke & Company, Inc | 11,855 | $1.66M | 1.21% | +107+0.9% | Added |