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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 33,455 | $4.69M | 0.76% | +1,458+4.6% | Added |
| Pinebridge Investments, L.P. | 33,503 | $4.70M | 0.05% | −28,420−45.9% | Reduced |
| Eisler Capital (UK) Ltd. | 33,583 | $4.71M | 0.21% | +1,167+3.6% | Added |
| Cohen Klingenstein LLC | 33,715 | $4.73M | 0.21% | 00.0% | Unchanged |
| Strategic Wealth Designers | 33,831 | $4.75M | 0.86% | +3,653+12.1% | Added |
| Chartwell Investment Partners, LLC | 33,931 | $4.76M | 0.18% | −201−0.6% | Reduced |
| Garland Capital Management Inc | 34,016 | $4.77M | 3.37% | +273+0.8% | Added |
| 1st Source Bank | 34,057 | $4.78M | 0.33% | −517−1.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 34,356 | $4.82M | 0.10% | +5,553+19.3% | Added |
| Clearbridge Investments, LLC | 34,406 | $4.83M | 0.00% | +1,891+5.8% | Added |
| SFE Investment Counsel | 34,413 | $4.83M | 1.40% | +2,544+8.0% | Added |
| Lincoln National Corp | 34,561 | $4.85M | 0.10% | −970−2.7% | Reduced |
| Foster & Motley Inc | 34,713 | $4.87M | 0.40% | +1,139+3.4% | Added |
| New England Asset Management Inc | 34,725 | $4.87M | 0.80% | −650−1.8% | Reduced |
| Cannell Peter B & Co Inc | 34,793 | $4.88M | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34,816 | $4.88M | 0.19% | +960+2.8% | Added |
| Mendel Money Management | 35,103 | $4.92M | 2.64% | +1,171+3.5% | Added |
| Sowell Financial Services LLC | 35,129 | $4.93M | 0.31% | +752+2.2% | Added |
| RIA Advisory Group LLC | 35,153 | $4.93M | 2.21% | +28,619+438.0% | Added |
| Dodge & Cox | 35,185 | $4.94M | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 35,205 | $4.94M | 0.64% | −20.0% | Reduced |
| Panagora Asset Management Inc | 35,235 | $4.94M | 0.03% | +3,520+11.1% | Added |
| Barry Investment Advisors, LLC | 35,303 | $4.95M | 1.78% | +1,097+3.2% | Added |
| Segall Bryant & Hamill, LLC | 35,561 | $4.99M | 0.06% | −1,117−3.0% | Reduced |
| Tectonic Advisors LLC | 35,571 | $4.99M | 0.47% | +3,949+12.5% | Added |
| KWMG, LLC | 35,574 | $4.99M | 0.63% | +468+1.3% | Added |
| Benson Investment Management Company, Inc. | 35,987 | $5.05M | 2.83% | +329+0.9% | Added |
| American Trust Investment Advisors, LLC | 36,096 | $5.06M | 2.79% | +1,870+5.5% | Added |
| Sawtooth Solutions, LLC | 36,110 | $5.07M | 0.16% | −2,476−6.4% | Reduced |
| Game Creek Capital, LP | 36,175 | $5.08M | 3.38% | +19,812+121.1% | Added |
| Gotham Asset Management, LLC | 36,237 | $5.08M | 0.11% | −29,315−44.7% | Reduced |
| Fulton Bank, N.A. | 36,242 | $5.08M | 0.25% | +815+2.3% | Added |
| Birmingham Capital Management Co Inc | 36,372 | $5.10M | 2.11% | +3,776+11.6% | Added |
| Trust Co of Vermont | 36,413 | $5.11M | 0.34% | +2,562+7.6% | Added |
| Cyndeo Wealth Partners, LLC | 37,168 | $5.21M | 0.54% | +23,510+172.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 37,200 | $5.22M | 1.91% | −499−1.3% | Reduced |
| Romano Brothers and Company | 37,502 | $5.26M | 0.82% | −436−1.1% | Reduced |
| Metropolitan Life Insurance Co | 37,692 | $5.29M | 0.27% | −1,879−4.7% | Reduced |
| Principal Street Partners, LLC | 37,749 | $5.30M | 1.05% | −2,138−5.4% | Reduced |
| First Citizens Bank & Trust Co | 37,917 | $5.32M | 0.10% | −6,390−14.4% | Reduced |
| Berger Financial Group, Inc | 37,943 | $5.32M | 0.61% | +1,489+4.1% | Added |
| BKD Wealth Advisors, LLC | 38,313 | $5.38M | 0.16% | −10,953−22.2% | Reduced |
| Winslow Asset Management Inc | 38,394 | $5.39M | 1.25% | −494−1.3% | Reduced |
| Goelzer Investment Management, Inc. | 38,469 | $5.40M | 0.38% | −1,267−3.2% | Reduced |
| Shelter Mutual Insurance Co | 38,491 | $5.40M | 1.51% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 38,809 | $5.44M | 1.06% | −3,652−8.6% | Reduced |
| Portland Global Advisors LLC | 38,862 | $5.45M | 0.91% | +1,081+2.9% | Added |
| Riggs Asset Managment Co. Inc. | 38,867 | $5.45M | 1.94% | +1,921+5.2% | Added |
| Mayflower Financial Advisors, LLC | 38,901 | $5.46M | 0.82% | +64+0.2% | Added |
| Coldstream Capital Management Inc | 39,006 | $5.47M | 0.18% | +1,100+2.9% | Added |
| Tower Research Capital LLC (TRC) | 39,167 | $5.50M | 0.17% | −9,030−18.7% | Reduced |
| Viking Fund Management LLC | 39,250 | $5.51M | 1.11% | +50+0.1% | Added |
| Fidelity D & D Bancorp Inc | 39,652 | $5.56M | 5.72% | +39,652 | New |
| Toth Financial Advisory Corp | 39,838 | $5.59M | 0.85% | −1,549−3.7% | Reduced |
| Brown Brothers Harriman & Co | 39,911 | $5.60M | 0.05% | +2,156+5.7% | Added |
| Apollon Wealth Management, LLC | 40,209 | $5.64M | 0.28% | +109+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 40,249 | $5.65M | 0.22% | −503−1.2% | Reduced |
| Rathbone Brothers plc | 40,462 | $5.68M | 0.04% | +20,378+101.5% | Added |
| Financial & Tax Architects, LLC | 40,523 | $5.69M | 1.77% | +688+1.7% | Added |
| Millennium Management LLC | 40,535 | $5.69M | 0.01% | −341,665−89.4% | Reduced |
| HGK Asset Management Inc | 40,539 | $5.69M | 1.86% | −4,240−9.5% | Reduced |
| Cardinal Capital Management | 40,603 | $5.70M | 1.16% | +805+2.0% | Added |
| Rodgers Brothers Inc. | 40,882 | $5.74M | 0.98% | +6,633+19.4% | Added |
| Meritage Portfolio Management | 40,882 | $5.74M | 0.42% | −711−1.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 41,190 | $5.78M | 3.92% | +476+1.2% | Added |
| Aspen Grove Capital, LLC | 41,309 | $5.80M | 2.15% | −11,046−21.1% | Reduced |
| Channing Capital Management, LLC | 41,445 | $5.81M | 0.19% | −8,132−16.4% | Reduced |
| Ibex Wealth Advisors | 41,483 | $5.82M | 1.48% | +41,483 | New |
| Virtu Financial LLC | 41,538 | $5.83M | 0.58% | +37,626+961.8% | Added |
| American Investment Services, Inc. | 41,579 | $5.83M | 1.25% | −16,829−28.8% | Reduced |
| Americana Partners, LLC | 41,760 | $5.84M | 0.63% | +3,623+9.5% | Added |
| Addenda Capital Inc. | 41,641 | $5.84M | 0.25% | −39−0.1% | Reduced |
| NBT Bank N A | 41,699 | $5.85M | 0.56% | +6,993+20.1% | Added |
| XML Financial, LLC | 41,930 | $5.88M | 0.71% | −725−1.7% | Reduced |
| JustInvest LLC | 42,239 | $5.93M | 0.18% | +3,346+8.6% | Added |
| Balyasny Asset Management LLC | 42,270 | $5.93M | 0.02% | +29,453+229.8% | Added |
| Credit Agricole S A | 42,585 | $5.97M | 0.18% | −15,495−26.7% | Reduced |
| Columbia Asset Management | 42,753 | $6.00M | 1.34% | +540+1.3% | Added |
| Wells Trecaso Financial Group, LLC | 42,966 | $6.03M | 2.68% | +522+1.2% | Added |
| Van Den Berg Management I, Inc | 43,083 | $6.04M | 2.12% | +1,929+4.7% | Added |
| Granite Bay Wealth Management, LLC | 42,530 | $6.05M | 0.06% | +42,530 | New |
| Insight Folios Inc | 43,258 | $6.07M | 2.97% | −5,332−11.0% | Reduced |
| CTC LLC | 43,265 | $6.07M | 0.27% | +43,265 | New |
| Marathon Capital Management | 43,326 | $6.08M | 1.53% | +29+0.1% | Added |
| Mutual Advisors, LLC | 43,668 | $6.13M | 0.24% | −5,056−10.4% | Reduced |
| Banque Cantonale Vaudoise | 44,127 | $6.19M | 0.31% | −3,590−7.5% | Reduced |
| WealthPLAN Partners, LLC | 44,172 | $6.20M | 0.72% | +21,898+98.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,182 | $6.20M | 1.32% | +1,703+4.0% | Added |
| Evercore Wealth Management, LLC | 44,663 | $6.27M | 0.12% | +3,217+7.8% | Added |
| Integrated Wealth Concepts LLC | 44,950 | $6.31M | 0.11% | +734+1.7% | Added |
| Whittier Trust Co | 45,006 | $6.31M | 0.11% | −363−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,086 | $6.33M | 0.03% | +45,086 | New |
| Kovitz Investment Group Partners, LLC | 45,178 | $6.34M | 0.11% | −359−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 45,213 | $6.34M | 0.25% | +2,408+5.6% | Added |
| Cutler Investment Counsel LLC | 45,377 | $6.37M | 1.00% | +100.0% | Added |
| Integrated Advisors Network LLC | 45,533 | $6.39M | 0.39% | +6,688+17.2% | Added |
| Edmond de Rothschild Holding S.A. | 45,574 | $6.39M | 0.13% | +1,838+4.2% | Added |
| FIL Ltd | 45,893 | $6.44M | 0.01% | +45,893 | New |
| Tocqueville Asset Management L.P. | 45,904 | $6.44M | 0.12% | −2,570−5.3% | Reduced |
| Nicholas Company, Inc. | 46,150 | $6.47M | 0.13% | −190−0.4% | Reduced |