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
- 2,467
- +68 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
- 98
- 960 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 |
|---|---|---|---|---|---|
| Gifford Fong Associates | 11,900 | $1.67M | 0.40% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 11,908 | $1.67M | 2.29% | +231+2.0% | Added |
| Morningstar Investment Management LLC | 11,927 | $1.67M | 0.23% | −75−0.6% | Reduced |
| Congress Wealth Management LLC | 11,973 | $1.68M | 0.03% | +1,501+14.3% | Added |
| Zhang Financial LLC | 12,003 | $1.68M | 0.17% | −2,399−16.7% | Reduced |
| Cooper Financial Group | 12,119 | $1.70M | 0.41% | +242+2.0% | Added |
| Allegheny Financial Group LTD | 12,131 | $1.70M | 0.64% | +505+4.3% | Added |
| ORG Partners LLC | 12,185 | $1.71M | 0.51% | −307−2.5% | Reduced |
| Empower Advisory Group, LLC | 12,191 | $1.71M | 0.01% | +297+2.5% | Added |
| WBI Investments | 12,194 | $1.71M | 0.34% | −8,195−40.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,219 | $1.71M | 0.22% | −42−0.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,338 | $1.73M | 1.06% | +27+0.2% | Added |
| Valicenti Advisory Services Inc | 12,361 | $1.73M | 0.59% | +30+0.2% | Added |
| Intrust Bank NA | 12,377 | $1.74M | 0.22% | +851+7.4% | Added |
| NBC Securities, Inc. | 12,383 | $1.74M | 0.19% | +12,383 | New |
| TCM Advisors, LLC | – | $1.75M | 1.57% | – | – |
| Robertson Stephens Wealth Management, LLC | 12,501 | $1.75M | 0.12% | +303+2.5% | Added |
| Disciplined Equity Management, Inc. | 12,514 | $1.76M | 1.47% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 12,521 | $1.76M | 0.35% | −92−0.7% | Reduced |
| Leavell Investment Management, Inc. | 12,562 | $1.76M | 0.12% | +902+7.7% | Added |
| Silvant Capital Management LLC | 12,569 | $1.76M | 0.11% | 00.0% | Unchanged |
| Private Capital Management, LLC | 12,585 | $1.77M | 0.21% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,605 | $1.77M | 0.92% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 12,644 | $1.77M | 0.99% | +4,015+46.5% | Added |
| Washington Trust Co | 12,658 | $1.78M | 0.08% | −1,071−7.8% | Reduced |
| TFC Financial Management | 12,664 | $1.78M | 0.42% | +2,062+19.4% | Added |
| Brighton Jones LLC | 12,704 | $1.78M | 0.09% | −723−5.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,176 | $1.79M | 0.02% | +463+4.0% | Added |
| Slagle Financial, LLC | 12,773 | $1.79M | 1.10% | +305+2.4% | Added |
| JFS Wealth Advisors, LLC | 12,820 | $1.80M | 0.17% | −106−0.8% | Reduced |
| Ballentine Partners, LLC | 12,826 | $1.80M | 0.04% | +194+1.5% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 12,854 | $1.80M | 0.80% | +1,761+15.9% | Added |
| Natixis | 12,874 | $1.81M | 0.01% | −252,769−95.2% | Reduced |
| IFP Advisors, Inc | 12,877 | $1.81M | 0.08% | +1,429+12.5% | Added |
| Wealthcare Advisory Partners LLC | 12,887 | $1.81M | 0.08% | −664−4.9% | Reduced |
| Verition Fund Management LLC | 12,892 | $1.81M | 0.02% | +3,571+38.3% | Added |
| Forza Wealth Management, LLC | 12,910 | $1.81M | 0.93% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,931 | $1.81M | 0.10% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 12,967 | $1.82M | 0.48% | −1,639−11.2% | Reduced |
| Peloton Wealth Strategists | 12,990 | $1.82M | 0.84% | −185−1.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,992 | $1.82M | 0.13% | +30.0% | Added |
| Hudock, Inc. | 13,013 | $1.83M | 0.44% | +1,229+10.4% | Added |
| Fund Management at Engine No. 1 LLC | 13,030 | $1.83M | 0.29% | +1,208+10.2% | Added |
| Round Rock Advisors, LLC | 13,060 | $1.83M | 0.70% | +82+0.6% | Added |
| Little House Capital LLC | 13,089 | $1.84M | 0.75% | +778+6.3% | Added |
| Lee Danner & Bass Inc | 13,094 | $1.84M | 0.17% | −1,077−7.6% | Reduced |
| Chilton Capital Management LLC | 13,098 | $1.84M | 0.10% | −100−0.8% | Reduced |
| Eudaimonia Partners, LLC | 13,194 | $1.85M | 0.45% | −80−0.6% | Reduced |
| Carson Advisory Inc. | 13,196 | $1.85M | 1.62% | −400−2.9% | Reduced |
| Security National Bank of Sioux City Iowa | 13,246 | $1.86M | 1.45% | −480−3.5% | Reduced |
| Capital Investment Counsel, Inc | 13,264 | $1.86M | 0.37% | −790−5.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,268 | $1.86M | 0.68% | −269−2.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 13,280 | $1.86M | 0.51% | −135−1.0% | Reduced |
| Cary Street Partners Asset Management LLC | 13,289 | $1.86M | 0.35% | −361−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 13,377 | $1.88M | 0.13% | −42−0.3% | Reduced |
| Excalibur Management Corp | 13,426 | $1.88M | 0.98% | −105−0.8% | Reduced |
| Vaughan David Investments LLC | 13,474 | $1.89M | 0.06% | −148−1.1% | Reduced |
| GSB Wealth Management, LLC | 13,489 | $1.89M | 0.63% | +2,478+22.5% | Added |
| Cambridge Trust Co | 13,515 | $1.90M | 0.09% | +120+0.9% | Added |
| Financial Sense Advisors, Inc. | 13,681 | $1.92M | 0.82% | +9,924+264.1% | Added |
| Merit Financial Group, LLC | 13,690 | $1.92M | 0.06% | +1,058+8.4% | Added |
| Great Valley Advisor Group, Inc. | 13,695 | $1.92M | 0.08% | +760+5.9% | Added |
| Garner Asset Management Corp | 13,699 | $1.92M | 1.15% | +40.0% | Added |
| Proequities, Inc. | 13,707 | $1.92M | 0.15% | +1,472+12.0% | Added |
| Lowe Brockenbrough & Co Inc | 13,815 | $1.94M | 0.15% | −1,165−7.8% | Reduced |
| Confluence Wealth Services, Inc. | 13,821 | $1.94M | 0.38% | +429+3.2% | Added |
| Axxcess Wealth Management, LLC | 13,840 | $1.94M | 0.07% | +4,165+43.0% | Added |
| Parthenon LLC | 13,842 | $1.94M | 0.29% | 00.0% | Unchanged |
| Tompkins Financial Corp | 13,900 | $1.95M | 0.31% | −534−3.7% | Reduced |
| River & Mercantile Asset Management LLP | 13,959 | $1.96M | 0.46% | −1,680−10.7% | Reduced |
| ISAM Funds (UK) Ltd | 14,056 | $1.97M | 1.25% | +8,183+139.3% | Added |
| Exencial Wealth Advisors, LLC | 14,109 | $1.98M | 0.10% | −2,950−17.3% | Reduced |
| Penn Mutual Asset Management, LLC | 14,130 | $1.98M | 1.86% | 00.0% | Unchanged |
| Park Circle Co | 14,200 | $1.99M | 1.88% | 00.0% | Unchanged |
| Fca Corp | 14,209 | $1.99M | 0.74% | +540+4.0% | Added |
| CWA Asset Management Group, LLC | 14,229 | $2.00M | 0.15% | +829+6.2% | Added |
| Klingenstein Fields & Co LP | 14,232 | $2.00M | 0.10% | +2,402+20.3% | Added |
| Insight Inv LLC | 14,484 | $2.00M | 2.21% | −200−1.4% | Reduced |
| CAPROCK Group, Inc. | 14,292 | $2.01M | 0.15% | +162+1.1% | Added |
| SkyOak Wealth, LLC | 14,298 | $2.01M | 0.59% | +100+0.7% | Added |
| Cornerstone Advisors, LLC | 14,300 | $2.01M | 0.09% | −1,100−7.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,304 | $2.01M | 0.22% | +715+5.3% | Added |
| NEOS Investment Management LLC | 14,305 | $2.01M | 0.26% | +14,305 | New |
| Lynch Asset Management, Inc. | 14,350 | $2.01M | 1.32% | −2,200−13.3% | Reduced |
| Valeo Financial Advisors, LLC | 14,350 | $2.01M | 0.09% | +1,684+13.3% | Added |
| Keel Point, LLC | 14,363 | $2.02M | 0.28% | +371+2.7% | Added |
| Crestwood Advisors Group LLC | 14,383 | $2.02M | 0.05% | +4,230+41.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,423 | $2.02M | 0.24% | −30−0.2% | Reduced |
| Citizens & Northern Corp | 14,449 | $2.03M | 0.81% | −427−2.9% | Reduced |
| Cladis Investment Advisory, LLC | 14,480 | $2.03M | 1.78% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 14,486 | $2.03M | 0.11% | −157−1.1% | Reduced |
| Hills Bank & Trust Co | 14,494 | $2.03M | 0.24% | −1,084−7.0% | Reduced |
| Golden State Equity Partners | 14,506 | $2.04M | 0.57% | +443+3.2% | Added |
| Signet Investment Advisory Group, Inc. | 14,538 | $2.04M | 1.36% | +115+0.8% | Added |
| Patton Albertson Miller Group, LLC | 14,549 | $2.04M | 0.40% | +338+2.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 14,572 | $2.04M | 0.01% | −3,209−18.0% | Reduced |
| Cutler Group LP | 14,592 | $2.05M | 0.33% | +7,087+94.4% | Added |
| Alliance Wealth Advisors, LLC | 14,591 | $2.05M | 0.76% | +478+3.4% | Added |
| Diversified Trust Co | 14,644 | $2.05M | 0.08% | +1,234+9.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,655 | $2.06M | 0.21% | 00.0% | Unchanged |