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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 46,276 | $6.49M | 1.96% | −902−1.9% | Reduced |
| Gladstone Institutional Advisory LLC | 46,285 | $6.49M | 0.42% | +2,360+5.4% | Added |
| Winton Group Ltd | 46,289 | $6.49M | 0.54% | +19,357+71.9% | Added |
| Dorchester Wealth Management Co | 46,837 | $6.57M | 1.33% | −670−1.4% | Reduced |
| New Mexico Educational Retirement Board | 47,247 | $6.63M | 0.28% | +3,300+7.5% | Added |
| Fiduciary Trust Co | 47,305 | $6.64M | 0.12% | −1,257−2.6% | Reduced |
| Farmers Trust Co | 47,429 | $6.65M | 1.54% | −1,786−3.6% | Reduced |
| WealthPlan Investment Management, LLC | 47,552 | $6.67M | 1.18% | +23,295+96.0% | Added |
| Cohen Capital Management, Inc. | 47,641 | $6.68M | 1.37% | −800−1.7% | Reduced |
| Lynch & Associates | 47,725 | $6.70M | 1.77% | −170−0.4% | Reduced |
| C2C Wealth Management, LLC | 47,787 | $6.72M | 0.96% | −900−1.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 48,023 | $6.74M | 0.28% | −1,986−4.0% | Reduced |
| Avantax Advisory Services, Inc. | 48,222 | $6.77M | 0.08% | −464−1.0% | Reduced |
| Metis Global Partners, LLC | 48,407 | $6.79M | 0.33% | +6,196+14.7% | Added |
| Independent Advisor Alliance | 48,463 | $6.80M | 0.31% | +1,764+3.8% | Added |
| Biondo Investment Advisors, LLC | 48,650 | $6.83M | 1.29% | +48,650 | New |
| CX Institutional | 48,918 | $6.86M | 0.38% | +10,301+26.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,153 | $6.90M | 0.16% | −34,203−41.0% | Reduced |
| Lathrop Investment Management Corp | 49,234 | $6.91M | 1.49% | −1,016−2.0% | Reduced |
| Sit Investment Associates Inc | 49,252 | $6.91M | 0.19% | +925+1.9% | Added |
| Schnieders Capital Management LLC | 49,258 | $6.91M | 1.55% | +3,480+7.6% | Added |
| Williams Jones Wealth Management, LLC. | 49,261 | $6.91M | 0.11% | −504−1.0% | Reduced |
| Linscomb & Williams, Inc. | 49,406 | $6.93M | 0.41% | −3,134−6.0% | Reduced |
| Courier Capital LLC | 49,753 | $6.98M | 0.58% | +121+0.2% | Added |
| Gibraltar Capital Management, Inc. | 49,816 | $6.99M | 3.10% | +497+1.0% | Added |
| Norinchukin Bank, The | 50,018 | $7.02M | 0.16% | −36,759−42.4% | Reduced |
| Savant Capital, LLC | 50,095 | $7.03M | 0.10% | +2,391+5.0% | Added |
| L & S Advisors Inc | 50,100 | $7.03M | 1.01% | +11,644+30.3% | Added |
| Level Four Advisory Services, LLC | 50,321 | $7.06M | 0.46% | +2,005+4.1% | Added |
| Guyasuta Investment Advisors Inc | 50,673 | $7.11M | 0.55% | −1,835−3.5% | Reduced |
| Quantitative Investment Management, LLC | 50,695 | $7.11M | 1.09% | +50,695 | New |
| RMB Capital Management, LLC | 50,709 | $7.11M | 0.24% | +405+0.8% | Added |
| Hartline Investment Corp | 51,089 | $7.17M | 1.29% | +11,672+29.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 51,155 | $7.18M | 0.71% | −885−1.7% | Reduced |
| Raymond James Trust N.A. | 51,884 | $7.28M | 0.22% | +349+0.7% | Added |
| Los Angeles Capital Management LLC | 51,886 | $7.28M | 0.03% | +27,404+111.9% | Added |
| GWM Advisors LLC | 51,969 | $7.29M | 0.08% | +5,630+12.1% | Added |
| Voloridge Investment Management, LLC | 52,112 | $7.31M | 0.04% | +52,112 | New |
| Illinois Municipal Retirement Fund | 52,347 | $7.34M | 0.14% | +3,572+7.3% | Added |
| Shelton Capital Management | 52,606 | $7.38M | 0.27% | +3,898+8.0% | Added |
| Wedbush Securities Inc | 52,689 | $7.39M | 0.37% | −463−0.9% | Reduced |
| Tredje AP-fonden | 52,704 | $7.39M | 0.11% | +852+1.6% | Added |
| Montgomery Investment Management Inc | 52,767 | $7.40M | 2.55% | −1,990−3.6% | Reduced |
| Bessemer Group Inc | 53,334 | $7.48M | 0.02% | +1,596+3.1% | Added |
| Colony Group LLC | 53,399 | $7.49M | 0.11% | −427−0.8% | Reduced |
| Lido Advisors, LLC | 53,546 | $7.51M | 0.08% | −35,114−39.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 53,615 | $7.52M | 1.22% | −9,570−15.1% | Reduced |
| Adell Harriman & Carpenter Inc | 53,805 | $7.55M | 0.78% | +4,718+9.6% | Added |
| Greystone Financial Group, LLC | 53,837 | $7.55M | 1.88% | −4,400−7.6% | Reduced |
| Alerus Financial NA | 54,172 | $7.60M | 0.67% | −3,225−5.6% | Reduced |
| Keystone Financial Planning, Inc. | 54,187 | $7.60M | 2.66% | −2,192−3.9% | Reduced |
| WealthTrust Axiom LLC | 54,378 | $7.63M | 2.74% | −280−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 53,756 | $7.64M | 0.17% | +869+1.6% | Added |
| NewSquare Capital LLC | 55,706 | $7.71M | 0.82% | +1,448+2.7% | Added |
| American Assets Investment Management, LLC | 55,000 | $7.72M | 0.86% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 55,083 | $7.73M | 1.27% | +197+0.4% | Added |
| Kestra Private Wealth Services, LLC | 55,416 | $7.77M | 0.24% | +11,729+26.8% | Added |
| Principle Wealth Partners LLC | 55,994 | $7.86M | 0.79% | +360+0.6% | Added |
| Louisiana State Employees Retirement System | 56,400 | $7.91M | 0.18% | +200+0.4% | Added |
| Kanawha Capital Management LLC | 56,422 | $7.92M | 0.77% | +822+1.5% | Added |
| Alpha Omega Wealth Management LLC | 56,481 | $7.92M | 1.37% | −190−0.3% | Reduced |
| Heritage Investors Management Corp | 56,546 | $7.93M | 0.33% | −1,060−1.8% | Reduced |
| Charter Trust Co | 56,941 | $7.99M | 0.64% | −1,975−3.4% | Reduced |
| Snowden Capital Advisors LLC | 57,246 | $8.03M | 0.34% | −4,979−8.0% | Reduced |
| Transcend Wealth Collective, LLC | 57,384 | $8.05M | 0.78% | −1,261−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 49,798 | $8.13M | 0.08% | +559+1.1% | Added |
| Ostrum Asset Management | 58,159 | $8.16M | 0.76% | +1,453+2.6% | Added |
| Stephens Inc | 58,893 | $8.26M | 0.16% | −22,048−27.2% | Reduced |
| Greenwich Wealth Management LLC | 59,565 | $8.36M | 0.88% | −1,104−1.8% | Reduced |
| Bell Bank | 59,632 | $8.37M | 0.92% | −1,252−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 60,124 | $8.44M | 0.18% | +6,677+12.5% | Added |
| Grassi Investment Management | 60,130 | $8.44M | 0.97% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 60,152 | $8.44M | 0.99% | −76−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 60,161 | $8.44M | 0.45% | +1,962+3.4% | Added |
| Intact Investment Management Inc. | 60,300 | $8.46M | 0.37% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 60,316 | $8.46M | 0.93% | +2,698+4.7% | Added |
| Flputnam Investment Management Co | 61,416 | $8.62M | 0.24% | −24,080−28.2% | Reduced |
| Macquarie Group Ltd | 61,658 | $8.65M | 0.01% | +11,188+22.2% | Added |
| Financial Counselors Inc | 61,892 | $8.68M | 0.17% | −403−0.6% | Reduced |
| Beddow Capital Management Inc | 62,020 | $8.70M | 4.24% | +1,207+2.0% | Added |
| Compagnie Lombard Odier SCmA | 63,207 | $8.87M | 0.21% | +2,000+3.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 63,245 | $8.87M | 0.12% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 63,404 | $8.90M | 1.29% | −1,747−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 64,320 | $9.02M | 2.44% | +250+0.4% | Added |
| Nordea Investment Management AB | 63,789 | $9.02M | 0.01% | −11,605−15.4% | Reduced |
| Sargent Investment Group, LLC | 64,328 | $9.03M | 2.17% | +1,778+2.8% | Added |
| Group One Trading, L.P. | 65,010 | $9.12M | 0.36% | +6,655+11.4% | Added |
| Securian Asset Management, Inc | 65,375 | $9.17M | 0.27% | −8,705−11.8% | Reduced |
| Oppenheimer & Co Inc | 65,658 | $9.21M | 0.19% | +328+0.5% | Added |
| Forbes J M & Co LLP | 65,844 | $9.24M | 1.20% | +524+0.8% | Added |
| Regions Financial Corp | 65,941 | $9.25M | 0.08% | −641−1.0% | Reduced |
| Hartford Investment Management Co | 66,411 | $9.32M | 0.37% | −2,021−3.0% | Reduced |
| Man Group plc | – | $9.32M | 0.03% | – | – |
| Wolverine Trading, LLC | 66,885 | $9.38M | 0.09% | −92,390−58.0% | Reduced |
| Waters Parkerson & Co., LLC | 67,120 | $9.42M | 0.56% | +1,408+2.1% | Added |
| Wealthfront Advisers LLC | 67,293 | $9.44M | 0.04% | +6,858+11.3% | Added |
| Capital Investment Advisors, LLC | 67,352 | $9.45M | 0.26% | +418+0.6% | Added |
| Richard C. Young & CO., LTD. | 67,592 | $9.48M | 1.35% | −688−1.0% | Reduced |
| Bradley Foster & Sargent Inc | 71,031 | $9.50M | 0.20% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 67,813 | $9.51M | 0.11% | +7,370+12.2% | Added |