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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 1,893 | $265.6K | 0.07% | −231−10.9% | Reduced |
| Legacy Bridge, LLC | 1,895 | $265.9K | 0.19% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,899 | $266.4K | 0.08% | 00.0% | Unchanged |
| Capital Counsel LLC | 1,900 | $266.6K | 0.01% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,905 | $267.2K | 0.05% | −12−0.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,912 | $268.0K | 0.02% | −167−8.0% | Reduced |
| Brand Asset Management Group, Inc. | 1,911 | $268.1K | 0.14% | −333−14.8% | Reduced |
| Fagan Associates, Inc. | 1,925 | $270.1K | 0.07% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,926 | $270.2K | 0.09% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,927 | $270.4K | 0.18% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,928 | $270.5K | 0.08% | +6+0.3% | Added |
| Syverson Strege & Co | 1,934 | $271.3K | 0.12% | +15+0.8% | Added |
| Birchcreek Wealth Management, LLC | 1,934 | $271.3K | 0.18% | −144−6.9% | Reduced |
| Kowal Investment Group, LLC | 1,940 | $272.1K | 0.07% | +148+8.3% | Added |
| Blueshift Asset Management, LLC | 1,940 | $272.2K | 0.16% | −4,470−69.7% | Reduced |
| Spartan Planning & Wealth Management | 1,942 | $272.5K | 0.32% | +1,942 | New |
| Almanack Investment Partners, LLC. | 1,946 | $273.0K | 0.05% | −68−3.4% | Reduced |
| Blue Barn Wealth, LLC | 1,950 | $273.6K | 0.18% | −40−2.0% | Reduced |
| Calamos Wealth Management LLC | 1,952 | $273.9K | 0.02% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,959 | $274.9K | 0.14% | +30+1.6% | Added |
| Community Bank of Raymore | 1,960 | $275.0K | 0.13% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 1,961 | $275.1K | 0.25% | +11+0.6% | Added |
| Horizon Wealth Management, LLC | 1,965 | $275.8K | 0.11% | +100+5.4% | Added |
| Ambassador Advisors, LLC | 1,864 | $276.0K | 0.07% | −58−3.0% | Reduced |
| First Business Financial Services, Inc. | 1,970 | $276.4K | 0.04% | −48−2.4% | Reduced |
| Resonant Capital Advisors, LLC | 1,972 | $276.7K | 0.03% | +54+2.8% | Added |
| Eldridge Investment Advisors, Inc. | 1,974 | $277.0K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,975 | $277.1K | 0.15% | −200−9.2% | Reduced |
| Private Wealth Strategies, L.L.C. | 1,979 | $277.7K | 0.07% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,983 | $278.2K | 0.02% | +203+11.4% | Added |
| NFP Retirement, Inc. | 1,986 | $278.6K | 0.05% | +2+0.1% | Added |
| West Michigan Advisors, LLC | 1,987 | $278.8K | 0.15% | −26−1.3% | Reduced |
| Evanson Asset Management, LLC | 1,989 | $279.0K | 0.03% | +187+10.4% | Added |
| BBR Partners, LLC | 1,994 | $279.8K | 0.03% | +1,994 | New |
| Driehaus Capital Management LLC | 1,994 | $279.8K | 0.00% | +1,994 | New |
| Rench Wealth Management, Inc. | 1,996 | $280.1K | 0.13% | +22+1.1% | Added |
| Hyperion Partners, LLC | 1,999 | $280.5K | 0.24% | +3+0.2% | Added |
| Ergawealth Advisors, Inc. | 2,000 | $280.6K | 0.19% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,000 | $280.6K | 0.04% | −100−4.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,008 | $281.7K | 0.26% | +327+19.5% | Added |
| GeoWealth Management, LLC | 2,013 | $282.0K | 0.03% | −3,563−63.9% | Reduced |
| Optas, LLC | 2,012 | $282.3K | 0.09% | +2,012 | New |
| MBL Wealth, LLC | 2,018 | $283.1K | 0.04% | +497+32.7% | Added |
| BOS Asset Management, LLC | 2,019 | $283.3K | 0.21% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,023 | $283.8K | 0.02% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,005 | $284.8K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,036 | $285.6K | 0.13% | +54+2.7% | Added |
| Foster Dykema Cabot & Co Inc | 2,036 | $286.0K | 0.03% | +666+48.6% | Added |
| Phoenix Wealth Advisors | 2,040 | $286.2K | 0.17% | −105−4.9% | Reduced |
| Systematic Alpha Investments, LLC | 2,040 | $286.2K | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,750 | $286.2K | 0.24% | −250−12.5% | Reduced |
| Calton & Associates, Inc. | 2,040 | $286.2K | 0.42% | +2,040 | New |
| Hummer Financial Advisory Services Inc | 2,041 | $286.4K | 0.29% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,044 | $286.8K | 0.05% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 2,045 | $286.9K | 0.23% | +2,045 | New |
| Ellis Investment Partners, LLC | 2,046 | $287.0K | 0.07% | −113−5.2% | Reduced |
| Wrapmanager Inc | 2,050 | $287.6K | 0.09% | +167+8.9% | Added |
| Red Door Wealth Management, LLC | 2,051 | $287.8K | 0.07% | −30−1.4% | Reduced |
| Evoke Wealth, LLC | 2,054 | $288.2K | 0.01% | +126+6.5% | Added |
| Chelsea Counsel Co | 2,055 | $288.3K | 0.15% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,062 | $289.3K | 0.11% | −105−4.8% | Reduced |
| One Capital Management, LLC | 2,068 | $290.1K | 0.01% | −210−9.2% | Reduced |
| Nadler Financial Group, Inc. | 2,074 | $291.0K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 2,075 | $291.1K | 0.03% | +2,075 | New |
| Marietta Wealth Management, LLC | 2,076 | $291.3K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,078 | $291.5K | 0.04% | +65+3.2% | Added |
| Leisure Capital Management | 2,080 | $291.8K | 0.17% | −16−0.8% | Reduced |
| RS Crum Inc. | 2,080 | $291.8K | 0.10% | +17+0.8% | Added |
| Fort, L.P. | 2,083 | $292.2K | 0.81% | −43−2.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,092 | $293.5K | 0.02% | +7+0.3% | Added |
| Key Financial Inc | 2,092 | $293.5K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,093 | $293.6K | 0.09% | −200−8.7% | Reduced |
| Hoey Investments, Inc | 2,095 | $293.9K | 0.10% | −312−13.0% | Reduced |
| Options Solutions, LLC | 2,100 | $294.6K | 0.34% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,109 | $295.9K | 0.19% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,112 | $296.3K | 0.06% | +673+46.8% | Added |
| McIlrath & Eck, LLC | 2,117 | $297.0K | 0.06% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,119 | $297.3K | 0.18% | −900−29.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,119 | $297.3K | 0.11% | −330−13.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,123 | $297.9K | 0.15% | −57−2.6% | Reduced |
| Benedetti & Gucer, Inc. | 2,124 | $298.0K | 0.16% | +126+6.3% | Added |
| Tealwood Asset Management Inc | 2,125 | $298.0K | 0.15% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,125 | $298.1K | 0.20% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 2,129 | $298.7K | 0.11% | +179+9.2% | Added |
| Davis Investment Partners, LLC | 2,114 | $299.1K | 0.16% | +2,114 | New |
| Insight 2811, Inc. | 2,135 | $299.5K | 0.17% | −5−0.2% | Reduced |
| Southland Equity Partners LLC | 2,135 | $299.6K | 0.10% | +57+2.7% | Added |
| Journey Advisory Group, LLC | 2,141 | $300.4K | 0.04% | +200+10.3% | Added |
| Rosenberg Matthew Hamilton | 2,142 | $300.5K | 0.10% | +97+4.7% | Added |
| HFG Advisors, Inc. | 2,142 | $300.5K | 0.33% | −3−0.1% | Reduced |
| Howard Financial Services, Ltd. | 2,143 | $300.6K | 0.07% | +108+5.3% | Added |
| Knott David M Jr | 2,142 | $301.0K | 0.12% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 2,149 | $301.5K | 0.10% | 00.0% | Unchanged |
| Family Management Corp | 2,149 | $301.5K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,152 | $301.9K | 0.08% | −258−10.7% | Reduced |
| Hamilton Capital, LLC | 2,154 | $302.2K | 0.02% | +91+4.4% | Added |
| Inspire Advisors, LLC | 2,159 | $302.9K | 0.05% | +2,159 | New |
| Hemington Wealth Management | 2,162 | $303.0K | 0.14% | −18−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 2,161 | $303.2K | 0.01% | 00.0% | Unchanged |
| Broderick Brian C | 2,162 | $303.3K | 0.08% | 00.0% | Unchanged |