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
- 2,468
- +69 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
- 97
- 961 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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Security National Bank | 1,645 | $232.9K | 0.07% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,661 | $233.1K | 0.25% | −2−0.1% | Reduced |
| Proficio Capital Partners LLC | 1,663 | $233.4K | 0.03% | +1,663 | New |
| Michael B. Yongue | 1,664 | $233.5K | 0.23% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,667 | $233.9K | 0.02% | +100+6.4% | Added |
| Arden Trust Co | 1,669 | $234.2K | 0.04% | +149+9.8% | Added |
| One + One Wealth Management, LLC | 1,672 | $234.6K | 0.15% | −100−5.6% | Reduced |
| Cornerstone Wealth Group, LLC | 1,673 | $234.7K | 0.04% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,674 | $234.9K | 0.07% | −145−8.0% | Reduced |
| Summit Global Investments | 1,676 | $235.0K | 0.02% | +1,676 | New |
| Motco | 1,675 | $235.0K | 0.02% | −2−0.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,679 | $235.6K | 0.22% | −13−0.8% | Reduced |
| MCF Advisors LLC | 1,683 | $236.2K | 0.02% | +526+45.5% | Added |
| W Advisors, LLC | 1,689 | $237.0K | 0.19% | −213−11.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,689 | $237.0K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,692 | $237.4K | 0.03% | −254−13.1% | Reduced |
| Wulff, Hansen & Co. | 1,694 | $237.7K | 0.28% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,695 | $237.8K | 0.02% | +1,695 | New |
| Merriman Wealth Management, LLC | 1,695 | $237.8K | 0.01% | −600−26.1% | Reduced |
| Cyrus J. Lawrence, LLC | 1,698 | $238.0K | 0.07% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,700 | $238.5K | 0.13% | −1,200−41.4% | Reduced |
| Ground Swell Capital, LLC | 1,701 | $238.7K | 0.40% | +1,701 | New |
| Close Asset Management Ltd | 1,703 | $239.0K | 0.01% | +250+17.2% | Added |
| Fidelis Capital Partners, LLC | 1,706 | $239.3K | 0.08% | +1,706 | New |
| Fortress Wealth Group, LLC | 1,707 | $239.6K | 0.16% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 1,708 | $239.6K | 0.02% | +1,708 | New |
| Paragon Financial Partners, Inc. | 1,712 | $240.2K | 0.25% | 00.0% | Unchanged |
| Apriem Advisors | 1,712 | $240.2K | 0.04% | +100+6.2% | Added |
| Fortune Financial Advisors, LLC | 1,716 | $240.8K | 0.18% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,717 | $240.9K | 0.06% | −60−3.4% | Reduced |
| Triune Financial Partners, LLC | 1,724 | $241.9K | 0.10% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 1,728 | $242.4K | 0.18% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,690 | $243.0K | 0.11% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,735 | $243.5K | 0.33% | +1,201+224.9% | Added |
| Palisade Capital Management LLC | 1,738 | $243.8K | 0.01% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,741 | $244.0K | 0.06% | 00.0% | Unchanged |
| Centric Wealth Management | 1,743 | $244.5K | 0.10% | +1+0.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,745 | $244.8K | 0.05% | +3+0.2% | Added |
| Rational Advisors LLC | 1,747 | $245.1K | 0.02% | +1,747 | New |
| Pioneer Trust Bank N A | 1,748 | $245.2K | 0.08% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 1,749 | $245.4K | 0.01% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,750 | $245.5K | 0.20% | +1,750 | New |
| Foster Group, Inc. | 1,751 | $245.7K | 0.02% | +1,751 | New |
| MainStreet Investment Advisors LLC | 1,754 | $246.1K | 0.03% | −535−23.4% | Reduced |
| TAP Consulting, LLC | 1,755 | $246.2K | 0.06% | +1,755 | New |
| Camden Capital, LLC | 1,757 | $246.5K | 0.03% | +176+11.1% | Added |
| Beacon Financial Group | 1,682 | $247.0K | 0.04% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,761 | $247.1K | 0.00% | −26−1.5% | Reduced |
| East Coast Asset Management, LLC. | 1,765 | $247.6K | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,765 | $247.6K | 0.04% | +167+10.5% | Added |
| Quantum Financial Advisors, LLC | 1,766 | $247.8K | 0.07% | +1,766 | New |
| Continuum Wealth Advisors, LLC | 1,767 | $248.0K | 0.17% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 1,768 | $248.1K | 0.27% | −50−2.8% | Reduced |
| Flynn Zito Capital Management, LLC | 1,770 | $248.3K | 0.17% | +11+0.6% | Added |
| Moody Lynn & Lieberson, LLC | 1,772 | $248.6K | 0.02% | −24−1.3% | Reduced |
| Middleton & Co Inc | 1,772 | $248.6K | 0.03% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,772 | $248.6K | 0.12% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,772 | $248.6K | 0.14% | +75+4.4% | Added |
| Latitude Advisors, LLC | 1,772 | $248.7K | 0.18% | +104+6.2% | Added |
| Mascoma Wealth Management LLC | 1,772 | $248.7K | 0.08% | +1+0.1% | Added |
| Old Mission Investment Co LLC | 1,773 | $248.8K | 0.10% | +1+0.1% | Added |
| Fort Pitt Capital Group, LLC | 1,774 | $248.8K | 0.01% | −65−3.5% | Reduced |
| Rock Point Advisors, LLC | 1,775 | $249.0K | 0.09% | −25−1.4% | Reduced |
| Eisler Capital (US) LLC | 1,775 | $249.0K | 0.09% | +1,775 | New |
| Authentikos Wealth Advisory, LLC | 1,776 | $249.2K | 0.24% | +46+2.7% | Added |
| Beacon Financial Strategies CORP | 1,778 | $249.5K | 0.22% | −49−2.7% | Reduced |
| Truadvice, LLC | 1,676 | $249.8K | 0.10% | −437−20.7% | Reduced |
| Gradient Capital Advisors, LLC | 1,783 | $250.2K | 0.10% | +5+0.3% | Added |
| Capital Financial Planning, LLC | 1,785 | $250.4K | 0.10% | −755−29.7% | Reduced |
| Boyar Asset Management Inc. | 1,792 | $251.4K | 0.20% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,792 | $251.4K | 0.03% | −50−2.7% | Reduced |
| Etfidea, LLC | 1,795 | $251.8K | 0.11% | +25+1.4% | Added |
| Triangle Securities Wealth Management | 1,796 | $251.9K | 0.09% | +2+0.1% | Added |
| M&R Capital Management Inc | 1,798 | $252.3K | 0.07% | −50−2.7% | Reduced |
| First Interstate Bank | 1,800 | $252.5K | 0.02% | +40+2.3% | Added |
| CSS LLC | 1,800 | $252.5K | 0.02% | +1,200+200.0% | Added |
| Tranquility Partners, LLC | 1,802 | $252.8K | 0.11% | +82+4.8% | Added |
| Truepoint, Inc. | 1,803 | $253.0K | 0.01% | +1,803 | New |
| Hubbell Strickland Wealth Management, LLC | 1,804 | $253.1K | 0.15% | −82−4.3% | Reduced |
| Columbia Trust Co 01012016 | 1,806 | $253.4K | 0.15% | +27+1.5% | Added |
| Central Bank & Trust Co | 1,811 | $254.1K | 0.04% | −25−1.4% | Reduced |
| Miller Investment Management, LP | 1,822 | $255.6K | 0.04% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,824 | $255.9K | 0.06% | −2−0.1% | Reduced |
| CM Wealth Advisors LLC | 1,683 | $255.9K | 0.10% | +1,683 | New |
| Seven Mile Advisory | 1,828 | $256.5K | 0.27% | −14−0.8% | Reduced |
| Planning Center, Inc. | 1,832 | $257.0K | 0.07% | −31−1.7% | Reduced |
| Commonwealth Financial Services, LLC | 1,843 | $258.6K | 0.08% | +1,843 | New |
| Advus Financial Partners, LLC | 1,847 | $259.1K | 0.10% | −414−18.3% | Reduced |
| Rice Partnership, LLC | 1,848 | $259.2K | 0.07% | −277−13.0% | Reduced |
| Partners Capital Investment Group, LLP | 1,853 | $260.0K | 0.01% | +1,853 | New |
| PSI Advisors, LLC | 1,869 | $262.2K | 0.11% | +1+0.1% | Added |
| Renaissance Group LLC | 1,871 | $262.5K | 0.01% | 00.0% | Unchanged |
| Meridian Financial, LLC | 1,874 | $262.9K | 0.24% | −50−2.6% | Reduced |
| Camden National Bank | 1,874 | $262.9K | 0.05% | −35−1.8% | Reduced |
| Carr Financial Group Corp | 1,778 | $263.0K | 0.10% | −138−7.2% | Reduced |
| United Bank | 1,875 | $263.1K | 0.16% | −100−5.1% | Reduced |
| Citizens Business Bank | 1,876 | $263.2K | 0.06% | −105−5.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,885 | $264.5K | 0.26% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,892 | $265.4K | 0.04% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,892 | $265.4K | 0.24% | +289+18.0% | Added |