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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 22,496 | $3.30M | 0.36% | +5,910+35.6% | Added |
| Shell Asset Management Co | 23,614 | $3.31M | 0.14% | −304−1.3% | Reduced |
| Wade G W & Inc | 23,919 | $3.36M | 0.12% | +2,704+12.7% | Added |
| Allen Capital Group, LLC | 23,946 | $3.37M | 0.62% | −991−4.0% | Reduced |
| Busey Wealth Management | 24,115 | $3.38M | 0.14% | −180−0.7% | Reduced |
| Kinneret Advisory, LLC | 24,121 | $3.38M | 0.42% | −14−0.1% | Reduced |
| DFPG Investments, LLC | 23,166 | $3.40M | 0.32% | +5,292+29.6% | Added |
| Kavar Capital Partners Group, LLC | 24,323 | $3.41M | 0.74% | −780−3.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 24,340 | $3.41M | 0.37% | −96−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 24,362 | $3.42M | 0.45% | +929+4.0% | Added |
| Cubic Asset Management, LLC | 24,445 | $3.43M | 0.94% | −502−2.0% | Reduced |
| Windward Capital Management Co | 24,509 | $3.44M | 0.34% | −64−0.3% | Reduced |
| RWWM, Inc. | 24,718 | $3.47M | 0.46% | −100.0% | Reduced |
| Allworth Financial LP | 24,859 | $3.49M | 0.03% | +1,442+6.2% | Added |
| Old National Bancorp | 24,868 | $3.49M | 0.10% | −2,602−9.5% | Reduced |
| Stonebridge Capital Advisors LLC | 24,899 | $3.49M | 0.38% | +507+2.1% | Added |
| Silverlake Wealth Management LLC | 24,951 | $3.50M | 1.97% | −130−0.5% | Reduced |
| Twin Capital Management Inc | 24,957 | $3.50M | 0.50% | −2,009−7.5% | Reduced |
| Claret Asset Management Corp | 25,257 | $3.54M | 0.70% | −379−1.5% | Reduced |
| South State Corp. | 25,344 | $3.56M | 0.34% | −1,462−5.5% | Reduced |
| Altrius Capital Management Inc | 25,391 | $3.56M | 1.06% | +128+0.5% | Added |
| BLB&B Advisors, LLC | 25,414 | $3.57M | 0.25% | −2,010−7.3% | Reduced |
| We Are One Seven, LLC | 25,424 | $3.57M | 0.28% | +1,647+6.9% | Added |
| First Nebraska Trust Co | 25,631 | $3.60M | 0.45% | +40+0.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 25,681 | $3.60M | 1.20% | −16,311−38.8% | Reduced |
| Moloney Securities Asset Management, LLC | 25,691 | $3.60M | 0.65% | −2,297−8.2% | Reduced |
| Equitable Holdings, Inc. | 25,716 | $3.61M | 0.05% | −606−2.3% | Reduced |
| Hilltop Holdings Inc. | 25,787 | $3.62M | 0.45% | +1,975+8.3% | Added |
| Central Trust Co | 25,894 | $3.63M | 0.10% | −391−1.5% | Reduced |
| Wealthspire Advisors, LLC | 26,068 | $3.66M | 0.06% | +3,534+15.7% | Added |
| Wellington Shields & Co., LLC | 26,247 | $3.68M | 0.92% | +273+1.1% | Added |
| Assetmark, Inc | 26,494 | $3.72M | 0.01% | +1,011+4.0% | Added |
| Tudor Investment Corp Et Al | 26,526 | $3.72M | 0.05% | +26,526 | New |
| Oak Grove Capital LLC | 26,610 | $3.73M | 1.44% | +2,550+10.6% | Added |
| EP Wealth Advisors, LLC | 26,646 | $3.74M | 0.06% | −71,379−72.8% | Reduced |
| Burney Co | 26,729 | $3.75M | 0.18% | +2,953+12.4% | Added |
| Jacobi Capital Management LLC | 26,761 | $3.75M | 0.42% | +109+0.4% | Added |
| Bleakley Financial Group, LLC | 26,856 | $3.77M | 0.13% | −2,351−8.0% | Reduced |
| Kinloch Capital, LLC | 26,904 | $3.77M | 2.36% | −205−0.8% | Reduced |
| Capital Planning Advisors, LLC | 26,916 | $3.78M | 0.79% | +192+0.7% | Added |
| Iowa State Bank | 26,956 | $3.78M | 0.98% | +615+2.3% | Added |
| Asset Dedication, LLC | 26,899 | $3.79M | 0.32% | +596+2.3% | Added |
| Empire Financial Management Company, LLC | 27,180 | $3.81M | 1.66% | +3,616+15.3% | Added |
| SS&H Financial Advisors, Inc. | 27,260 | $3.83M | 1.79% | +27,260 | New |
| Hayek Kallen Investment Management | 27,277 | $3.83M | 1.71% | +16+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 32,291 | $3.84M | 1.36% | −134−0.4% | Reduced |
| Van Strum & Towne Inc. | 27,362 | $3.84M | 1.62% | −402−1.4% | Reduced |
| Connectus Wealth, LLC | 27,408 | $3.85M | 0.09% | −793−2.8% | Reduced |
| Capital Investment Advisory Services, LLC | 27,565 | $3.87M | 0.38% | +456+1.7% | Added |
| AXS Investments LLC | 27,595 | $3.87M | 1.00% | −1,502−5.2% | Reduced |
| Vectors Research Management, LLC | 30,793 | $3.91M | 1.27% | +258+0.8% | Added |
| Stock Yards Bank & Trust Co | 27,876 | $3.91M | 0.15% | −346−1.2% | Reduced |
| Argyle Capital Management Inc. | 27,957 | $3.92M | 1.44% | +80+0.3% | Added |
| Advisor Partners II, LLC | 28,075 | $3.94M | 0.16% | +950+3.5% | Added |
| Wright Investors Service Inc | 28,209 | $3.96M | 1.15% | +508+1.8% | Added |
| FLC Capital Advisors | 28,224 | $3.96M | 1.20% | +145+0.5% | Added |
| Prio Wealth Limited Partnership | 28,346 | $3.98M | 0.15% | −1,105−3.8% | Reduced |
| Foundations Investment Advisors, LLC | 28,351 | $3.98M | 0.12% | +582+2.1% | Added |
| Penserra Capital Management LLC | 28,557 | $4.00M | 0.08% | +987+3.6% | Added |
| Whittier Trust Co of Nevada Inc | 28,553 | $4.01M | 0.14% | −920−3.1% | Reduced |
| Mengis Capital Management, Inc. | 28,670 | $4.02M | 0.84% | −20.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,755 | $4.03M | 0.11% | +113+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 28,892 | $4.05M | 0.22% | +13,354+85.9% | Added |
| Essex Financial Services, Inc. | 29,161 | $4.09M | 0.47% | +978+3.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 29,242 | $4.10M | 1.41% | −5,019−14.6% | Reduced |
| Ieq Capital, LLC | 29,333 | $4.12M | 0.08% | +2,450+9.1% | Added |
| Madison Asset Management, LLC | 29,350 | $4.12M | 0.06% | +20,404+228.1% | Added |
| Tufton Capital Management | 29,449 | $4.13M | 0.92% | −210−0.7% | Reduced |
| NovaPoint Capital, LLC | 29,471 | $4.13M | 1.64% | +1,428+5.1% | Added |
| Bonness Enterprises Inc | 29,564 | $4.15M | 1.90% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 29,790 | $4.18M | 0.35% | −1,587−5.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 29,957 | $4.20M | 0.15% | −1,375−4.4% | Reduced |
| Resources Management Corp | 29,956 | $4.20M | 0.68% | −130−0.4% | Reduced |
| Advent Capital Management | 30,000 | $4.21M | 0.10% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 30,087 | $4.22M | 0.17% | +1,075+3.7% | Added |
| MAI Capital Management | 30,098 | $4.22M | 0.06% | +1,387+4.8% | Added |
| Hantz Financial Services, Inc. | 30,314 | $4.25M | 0.11% | +367+1.2% | Added |
| Bard Financial Services, Inc. | 30,585 | $4.29M | 0.53% | −305−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 30,774 | $4.32M | 0.17% | −4,109−11.8% | Reduced |
| MEMBERS Trust Co | 30,983 | $4.39M | 0.13% | +1,123+3.8% | Added |
| Ar Asset Management Inc | 31,452 | $4.41M | 1.24% | 00.0% | Unchanged |
| Empirical Finance, LLC | 31,629 | $4.44M | 0.33% | +3,509+12.5% | Added |
| Shilanski & Associates, Inc. | 31,973 | $4.49M | 1.83% | +772+2.5% | Added |
| RBA Wealth Management, LLC | 32,003 | $4.49M | 2.16% | +629+2.0% | Added |
| Greylin Investment Mangement Inc | 32,127 | $4.51M | 0.81% | −10,121−24.0% | Reduced |
| Johnson Investment Counsel Inc | 32,157 | $4.51M | 0.06% | −1,063−3.2% | Reduced |
| Jennison Associates LLC | 32,233 | $4.52M | 0.00% | −6,592−17.0% | Reduced |
| Silicon Valley Capital Partners | 32,245 | $4.52M | 0.85% | +8,117+33.6% | Added |
| Avantax Planning Partners, Inc. | 32,322 | $4.53M | 0.19% | −11,413−26.1% | Reduced |
| Bartlett & Co. LLC | 32,433 | $4.55M | 0.08% | −1,441−4.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,433 | $4.55M | 0.08% | −1,441−4.3% | Reduced |
| King Luther Capital Management Corp | 32,570 | $4.57M | 0.02% | +466+1.5% | Added |
| Hourglass Capital, LLC | 32,685 | $4.59M | 1.62% | −11,963−26.8% | Reduced |
| Soltis Investment Advisors LLC | 32,731 | $4.59M | 0.59% | −17,466−34.8% | Reduced |
| Stratos Wealth Advisors, LLC | 32,985 | $4.63M | 0.31% | +4,515+15.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,047 | $4.64M | 0.36% | +451+1.4% | Added |
| Teza Capital Management LLC | 33,082 | $4.64M | 0.75% | +33,082 | New |
| Gabelli Funds LLC | 33,300 | $4.67M | 0.04% | +100.0% | Added |
| Royal Fund Management, LLC | 33,315 | $4.67M | 0.67% | −3,307−9.0% | Reduced |
| Sigma Planning Corp | 33,386 | $4.68M | 0.18% | +1,032+3.2% | Added |