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 |
|---|---|---|---|---|---|
| SeaBridge Investment Advisors LLC | 18,211 | $2.56M | 0.84% | −108−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 18,303 | $2.57M | 0.32% | +812+4.6% | Added |
| Wetherby Asset Management Inc | 18,304 | $2.57M | 0.15% | +547+3.1% | Added |
| J. W. Coons Advisors, LLC | 18,376 | $2.58M | 0.74% | −1,792−8.9% | Reduced |
| Brookstone Capital Management | 18,834 | $2.60M | 0.06% | −100,213−84.2% | Reduced |
| Wellington Shields Capital Management, LLC | 18,544 | $2.60M | 0.34% | +4,500+32.0% | Added |
| Mission Wealth Management, LP | 18,581 | $2.61M | 0.10% | +8,061+76.6% | Added |
| NTV Asset Management LLC | 18,659 | $2.62M | 0.47% | −200−1.1% | Reduced |
| N.E.W. Advisory Services LLC | 18,665 | $2.62M | 0.37% | +297+1.6% | Added |
| Edge Capital Group, LLC | 18,682 | $2.62M | 0.17% | −4,147−18.2% | Reduced |
| Leonteq Securities AG | 18,696 | $2.62M | 0.28% | −5,429−22.5% | Reduced |
| Atlas Wealth LLC | 18,702 | $2.62M | 0.49% | −275−1.4% | Reduced |
| Perigon Wealth Management, LLC | 18,705 | $2.62M | 0.11% | +873+4.9% | Added |
| Veriti Management LLC | 18,863 | $2.65M | 0.30% | −104−0.5% | Reduced |
| Fisher Asset Management, LLC | 18,917 | $2.65M | 0.00% | −3,080−14.0% | Reduced |
| Staley Capital Advisers Inc | 18,957 | $2.66M | 0.15% | +260+1.4% | Added |
| Douglass Winthrop Advisors, LLC | 19,095 | $2.68M | 0.07% | −100−0.5% | Reduced |
| Old Point Trust & Financial Services N A | 19,169 | $2.69M | 1.21% | −225−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 19,171 | $2.69M | 0.05% | −628−3.2% | Reduced |
| Smithfield Trust Co | 19,245 | $2.70M | 0.17% | −61−0.3% | Reduced |
| Signaturefd, LLC | 19,247 | $2.70M | 0.07% | +2,991+18.4% | Added |
| J.W. Cole Advisors, Inc. | 19,265 | $2.70M | 0.20% | +1,309+7.3% | Added |
| Siemens Fonds Invest GmbH | 19,267 | $2.70M | 0.27% | −241−1.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,307 | $2.71M | 0.17% | +1,829+10.5% | Added |
| Moody National Bank Trust Division | 19,339 | $2.71M | 0.18% | +974+5.3% | Added |
| RSM US Wealth Management LLC | 19,361 | $2.72M | 0.10% | +220+1.1% | Added |
| AIMZ Investment Advisors, LLC | 19,376 | $2.72M | 1.21% | −326−1.7% | Reduced |
| Great Lakes Advisors, LLC | 19,415 | $2.72M | 0.02% | −1,144−5.6% | Reduced |
| Profund Advisors LLC | 19,449 | $2.73M | 0.15% | −1,695−8.0% | Reduced |
| Associated Banc-Corp | 19,496 | $2.74M | 0.11% | +3,024+18.4% | Added |
| Deseret Mutual Benefit Administrators | 19,534 | $2.74M | 1.35% | −1,824−8.5% | Reduced |
| GYL Financial Synergies, LLC | 19,544 | $2.74M | 0.27% | +7,768+66.0% | Added |
| Greenleaf Trust | 19,551 | $2.74M | 0.03% | +1,381+7.6% | Added |
| Paragon Capital Management LLC | 19,574 | $2.75M | 1.62% | −194−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 19,692 | $2.76M | 0.12% | +6,397+48.1% | Added |
| Pine Valley Investments Ltd Liability Co | 19,783 | $2.78M | 0.27% | +329+1.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 19,875 | $2.79M | 0.60% | −130−0.6% | Reduced |
| Pettee Investors, Inc. | 19,982 | $2.80M | 1.33% | −198−1.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.81M | 0.43% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 18,867 | $2.81M | 0.69% | +500+2.7% | Added |
| Carret Asset Management, LLC | 20,107 | $2.82M | 0.39% | −99−0.5% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.82M | 1.84% | 00.0% | Unchanged |
| McDonald Partners LLC | 20,134 | $2.82M | 0.92% | +1,002+5.2% | Added |
| Ingalls & Snyder LLC | 20,168 | $2.83M | 0.14% | +194+1.0% | Added |
| Charter Research & Investment Group, Inc. | 20,187 | $2.83M | 2.55% | −420−2.0% | Reduced |
| KMG Fiduciary Partners, LLC | 20,249 | $2.84M | 0.38% | −565−2.7% | Reduced |
| Gries Financial LLC | 20,355 | $2.86M | 0.77% | −960−4.5% | Reduced |
| Ogorek Anthony Joseph | 20,369 | $2.86M | 1.13% | +80.0% | Added |
| Westmount Partners, LLC | 20,388 | $2.86M | 1.26% | −372−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 20,546 | $2.88M | 0.14% | +690+3.5% | Added |
| Verdence Capital Advisors LLC | 20,548 | $2.88M | 0.31% | +4,238+26.0% | Added |
| Capstone Investment Advisors, LLC | 20,664 | $2.90M | 0.08% | +20,664 | New |
| Redwood Wealth Management Group, LLC | 20,743 | $2.91M | 3.40% | +20.0% | Added |
| Stonebridge Capital Management Inc | 20,841 | $2.92M | 1.60% | −6,850−24.7% | Reduced |
| Next Level Private LLC | 20,812 | $2.93M | 1.94% | +70+0.3% | Added |
| Alberta Investment Management Corp | 20,900 | $2.93M | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 20,958 | $2.94M | 0.05% | −482−2.2% | Reduced |
| RFG Advisory, LLC | 20,993 | $2.95M | 0.13% | −4,696−18.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 21,042 | $2.95M | 0.20% | −1,257−5.6% | Reduced |
| Bryn Mawr Trust Co | 21,114 | $2.96M | 0.13% | +797+3.9% | Added |
| Strategic Advisors LLC | 21,177 | $2.97M | 0.59% | +400+1.9% | Added |
| Perkins Coie Trust Co | 21,220 | $2.98M | 0.84% | +72+0.3% | Added |
| PFG Investments, LLC | 21,225 | $2.98M | 0.56% | −420−1.9% | Reduced |
| LaFleur & Godfrey LLC | 21,445 | $3.01M | 0.48% | +12,193+131.8% | Added |
| Sompo Asset Management Co., Ltd. | 21,495 | $3.02M | 0.66% | −31,085−59.1% | Reduced |
| Parallel Advisors, LLC | 21,522 | $3.02M | 0.10% | +319+1.5% | Added |
| Socha Financial Group, LLC | 21,537 | $3.02M | 1.61% | +70.0% | Added |
| Lighthouse Investment Partners, LLC | 21,661 | $3.04M | 0.18% | −546−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,691 | $3.04M | 0.04% | +128+0.6% | Added |
| IFG Advisory, LLC | 21,733 | $3.05M | 0.26% | −212−1.0% | Reduced |
| Prospera Financial Services Inc | 21,751 | $3.05M | 0.12% | +260+1.2% | Added |
| Old Port Advisors | 21,807 | $3.06M | 1.11% | +21,807 | New |
| Horizon Investments, LLC | 22,089 | $3.06M | 0.09% | +509+2.4% | Added |
| Ziegler Capital Management, LLC | 21,863 | $3.07M | 0.12% | +172+0.8% | Added |
| Herold Advisors, Inc. | 21,880 | $3.07M | 0.93% | +688+3.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,937 | $3.08M | 0.16% | −53−0.2% | Reduced |
| Farmers National Bank | 22,156 | $3.11M | 1.08% | +574+2.7% | Added |
| Providence Capital Advisors, LLC | 22,300 | $3.13M | 0.82% | +373+1.7% | Added |
| Bontempo Ohly Capital Mgmt LLC | 22,362 | $3.14M | 1.72% | −1,319−5.6% | Reduced |
| Eagle Rock Investment Company, LLC | 22,372 | $3.14M | 0.71% | −761−3.3% | Reduced |
| Wagner Wealth Management, LLC | 22,375 | $3.14M | 1.15% | +311+1.4% | Added |
| Washington Trust Advisors, Inc. | 22,399 | $3.14M | 0.32% | −60−0.3% | Reduced |
| Convergence Investment Partners, LLC | 22,457 | $3.15M | 1.86% | −725−3.1% | Reduced |
| Agf Management Ltd | 22,491 | $3.16M | 0.02% | −6,477−22.4% | Reduced |
| Hanson & Doremus Investment Management | 22,522 | $3.16M | 0.65% | +936+4.3% | Added |
| Kingsview Wealth Management, LLC | 22,554 | $3.16M | 0.11% | +564+2.6% | Added |
| Gamco Investors, Inc. Et Al | 22,582 | $3.17M | 0.04% | −55−0.2% | Reduced |
| Money Concepts Capital Corp | 22,745 | $3.19M | 0.33% | +661+3.0% | Added |
| Clean Yield Group | 22,418 | $3.21M | 1.42% | −692−3.0% | Reduced |
| Venture Visionary Partners LLC | 22,957 | $3.22M | 0.19% | +371+1.6% | Added |
| Cunning Capital Partners, LP | 22,975 | $3.22M | 2.12% | +22,975 | Added |
| Pathway Financial Advisers, LLC | 23,090 | $3.24M | 1.34% | +23,090 | New |
| Stamos Capital Partners, L.P. | 23,090 | $3.24M | 0.72% | −1,050−4.3% | Reduced |
| Baader Bank INC | 23,272 | $3.25M | 0.29% | +194+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,135 | $3.25M | 0.21% | +1,294+5.9% | Added |
| Mizuho Markets Americas LLC | 23,252 | $3.26M | 0.12% | +23,252 | New |
| Hall Laurie J Trustee | 23,323 | $3.27M | 1.39% | +2,390+11.4% | Added |
| Rothschild Investment Corp | 23,337 | $3.27M | 0.28% | +251+1.1% | Added |
| Searle & Co. | 23,441 | $3.29M | 1.12% | 00.0% | Unchanged |
| Vident Advisory, LLC | 23,498 | $3.30M | 0.10% | +23,498 | New |