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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 14,655 | $2.06M | 0.13% | −502−3.3% | Reduced |
| Global Retirement Partners, LLC | 14,597 | $2.06M | 0.10% | +307+2.1% | Added |
| Wolverine Asset Management LLC | 14,711 | $2.06M | 0.04% | −57−0.4% | Reduced |
| Grimes & Company, Inc. | 14,753 | $2.07M | 0.08% | +87+0.6% | Added |
| Cypress Capital Group | 14,780 | $2.07M | 0.30% | −305−2.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 14,781 | $2.07M | 0.45% | −1,760−10.6% | Reduced |
| Arkadios Wealth Advisors | 14,809 | $2.08M | 0.20% | +7,928+115.2% | Added |
| AlphaStar Capital Management, LLC | 14,838 | $2.08M | 0.26% | +646+4.6% | Added |
| IHT Wealth Management, LLC | 14,930 | $2.09M | 0.11% | +472+3.3% | Added |
| Allen Investment Management LLC | 15,000 | $2.10M | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 15,000 | $2.10M | 1.47% | +86+0.6% | Added |
| United Capital Management of KS, Inc. | 15,079 | $2.12M | 0.72% | +253+1.7% | Added |
| Sentry LLC | 15,082 | $2.12M | 0.45% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 15,103 | $2.12M | 0.81% | +295+2.0% | Added |
| Dynamic Technology Lab Private Ltd | 15,130 | $2.12M | 0.21% | +15,130 | New |
| Cypress Capital, LLC | 15,147 | $2.13M | 0.62% | +63+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 15,194 | $2.13M | 0.30% | +25+0.2% | Added |
| Empowered Funds, LLC | 15,222 | $2.14M | 0.06% | −27−0.2% | Reduced |
| Balentine LLC | 15,232 | $2.14M | 0.07% | −2,014−11.7% | Reduced |
| Widmann Financial Services, Inc. | 15,269 | $2.14M | 2.13% | −91−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 15,336 | $2.15M | 0.05% | −273−1.7% | Reduced |
| Redwood Investment Management, LLC | 15,358 | $2.15M | 0.19% | +493+3.3% | Added |
| Jones Financial Companies LLLP | 15,469 | $2.17M | 0.00% | −590−3.7% | Reduced |
| Pensionfund Sabic | 15,500 | $2.17M | 0.76% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,552 | $2.18M | 0.11% | −880−5.4% | Reduced |
| Sumitomo Life Insurance Co | 15,553 | $2.18M | 0.06% | −209−1.3% | Reduced |
| Simmons Bank | 15,646 | $2.20M | 0.19% | +948+6.4% | Added |
| Edgestream Partners, L.P. | 15,682 | $2.20M | 0.18% | +15,682 | New |
| Ipswich Investment Management Co., Inc. | 15,689 | $2.20M | 0.60% | −50−0.3% | Reduced |
| Atomi Financial Group, Inc. | 15,698 | $2.20M | 0.74% | −206−1.3% | Reduced |
| White Pine Capital LLC | 15,760 | $2.21M | 0.89% | +740+4.9% | Added |
| Ledge Wealth Management, Inc. | 15,765 | $2.21M | 0.99% | +1,648+11.7% | Added |
| Caldwell Trust Co | 15,772 | $2.21M | 0.30% | −282−1.8% | Reduced |
| First Hawaiian Bank | 15,781 | $2.21M | 0.08% | −191−1.2% | Reduced |
| North Star Investment Management Corp. | 15,784 | $2.21M | 0.19% | −68−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 15,861 | $2.23M | 0.05% | +1,115+7.6% | Added |
| Hamilton Point Investment Advisors, LLC | 15,926 | $2.23M | 0.55% | −1,123−6.6% | Reduced |
| Capula Management Ltd | 15,947 | $2.24M | 0.15% | +15,947 | New |
| Oak Harbor Wealth Partners, LLC | 15,972 | $2.24M | 0.80% | −246−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 16,009 | $2.25M | 0.58% | +1,420+9.7% | Added |
| Spire Wealth Management | 16,020 | $2.25M | 0.09% | −756−4.5% | Reduced |
| Bridges Investment Management Inc | 16,048 | $2.25M | 0.08% | −250−1.5% | Reduced |
| Holderness Investments Co | 16,051 | $2.25M | 0.88% | +150+0.9% | Added |
| SPC Financial, Inc. | 16,051 | $2.25M | 0.25% | +81+0.5% | Added |
| Vise Technologies, Inc. | 16,092 | $2.26M | 0.56% | +1,577+10.9% | Added |
| TrimTabs Asset Management, LLC | 16,258 | $2.28M | 1.21% | −131−0.8% | Reduced |
| Portside Wealth Group, LLC | 16,235 | $2.28M | 0.43% | −20−0.1% | Reduced |
| Green Square Capital Advisors LLC | 16,286 | $2.28M | 0.31% | +69+0.4% | Added |
| St. Clair Advisors, LLC | 16,301 | $2.29M | 0.90% | 00.0% | Unchanged |
| Rockland Trust Co | 16,302 | $2.29M | 0.14% | −52−0.3% | Reduced |
| Naples Global Advisors, LLC | 16,306 | $2.29M | 0.28% | +208+1.3% | Added |
| PGGM Investments | 16,321 | $2.29M | 0.04% | +16,321 | New |
| Abundance Wealth Counselors | 16,367 | $2.30M | 0.66% | +16,367 | New |
| TD Private Client Wealth LLC | 16,424 | $2.30M | 0.10% | −793−4.6% | Reduced |
| Sterneck Capital Management, LLC | 16,438 | $2.31M | 1.54% | −1,538−8.6% | Reduced |
| Round Hill Asset Management | 16,460 | $2.31M | 1.52% | −686−4.0% | Reduced |
| Affinity Investment Advisors, LLC | 16,518 | $2.32M | 1.50% | −1,531−8.5% | Reduced |
| Beech Hill Advisors, Inc. | 16,566 | $2.32M | 1.17% | +6,285+61.1% | Added |
| Maple Capital Management, Inc. | 16,603 | $2.33M | 0.27% | −85,713−83.8% | Reduced |
| ZWJ Investment Counsel Inc | 16,620 | $2.33M | 0.13% | −556−3.2% | Reduced |
| InterOcean Capital Group, LLC | 16,674 | $2.34M | 0.07% | +1,850+12.5% | Added |
| Field & Main Bank | 16,674 | $2.34M | 1.10% | +11,969+254.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 16,735 | $2.35M | 0.03% | +16,735 | New |
| Strengthening Families & Communities, LLC | 16,791 | $2.35M | 1.02% | +1,175+7.5% | Added |
| Sky Investment Group LLC | 16,789 | $2.36M | 0.53% | +175+1.1% | Added |
| Edmp, Inc. | 16,854 | $2.36M | 2.42% | −229−1.3% | Reduced |
| Corrado Advisors, LLC | 16,876 | $2.37M | 1.63% | +1,670+11.0% | Added |
| S&CO Inc | 16,888 | $2.37M | 0.19% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 16,960 | $2.38M | 0.71% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 16,972 | $2.38M | 1.76% | +371+2.2% | Added |
| Fayez Sarofim & Co | 17,002 | $2.39M | 0.01% | 00.0% | Unchanged |
| Park National Corp | 17,049 | $2.39M | 0.11% | +483+2.9% | Added |
| Stansberry Asset Management, LLC | 17,118 | $2.40M | 0.42% | +444+2.7% | Added |
| AMG National Trust Bank | 17,164 | $2.41M | 0.08% | −404−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,171 | $2.41M | 0.24% | +17,171 | New |
| Leelyn Smith, LLC | 17,293 | $2.43M | 0.59% | +95+0.6% | Added |
| Plimoth Trust Co LLC | 17,308 | $2.43M | 0.76% | +155+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 17,317 | $2.43M | 0.18% | +2,256+15.0% | Added |
| Capital Analysts, LLC | 17,392 | $2.44M | 0.14% | −410−2.3% | Reduced |
| Bangor Savings Bank | 17,421 | $2.44M | 0.29% | +78+0.4% | Added |
| International Assets Investment Management, LLC | 17,076 | $2.44M | 0.34% | −617−3.5% | Reduced |
| Regal Investment Advisors LLC | 17,437 | $2.45M | 0.21% | +2,311+15.3% | Added |
| Green Alpha Advisors, LLC | 17,508 | $2.46M | 1.89% | −265−1.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 17,524 | $2.46M | 1.86% | +20+0.1% | Added |
| 180 Wealth Advisors, LLC | 17,563 | $2.46M | 0.55% | −219−1.2% | Reduced |
| Modera Wealth Management, LLC | 17,565 | $2.46M | 0.05% | −2,537−12.6% | Reduced |
| Stolper Co | 17,631 | $2.47M | 1.07% | −17−0.1% | Reduced |
| Exeter Financial, LLC | 17,686 | $2.48M | 1.31% | +68+0.4% | Added |
| Lifeworks Advisors, LLC | 17,722 | $2.49M | 0.97% | +495+2.9% | Added |
| Core Alternative Capital | 17,756 | $2.49M | 0.38% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 17,770 | $2.49M | 0.73% | −3,418−16.1% | Reduced |
| Independent Financial Group, LLC | 17,792 | $2.50M | 0.16% | +6,769+61.4% | Added |
| Spinnaker Trust | 17,831 | $2.50M | 0.19% | +2,696+17.8% | Added |
| EagleClaw Capital Managment, LLC | 17,847 | $2.50M | 0.57% | −75−0.4% | Reduced |
| Citadel Investment Advisory, Inc. | 17,871 | $2.51M | 1.64% | −50−0.3% | Reduced |
| HBK Sorce Advisory LLC | 17,984 | $2.52M | 0.11% | +1,918+11.9% | Added |
| Cacti Asset Management LLC | 18,150 | $2.54M | 0.24% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18,125 | $2.54M | 0.16% | −2,736−13.1% | Reduced |
| Neville Rodie & Shaw Inc | 18,129 | $2.54M | 0.23% | −585−3.1% | Reduced |
| CoreCap Advisors, LLC | 18,160 | $2.55M | 0.18% | −234−1.3% | Reduced |