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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 2,166 | $303.9K | 0.10% | +2,166 | New |
| Cohen & Steers, Inc. | 2,169 | $304.0K | 0.00% | +71+3.4% | Added |
| Trust Co of Virginia | 2,176 | $305.3K | 0.03% | +2,176 | New |
| Kathmere Capital Management, LLC | 2,179 | $305.7K | 0.05% | +2,179 | New |
| Vista Capital Partners, Inc. | 2,179 | $305.7K | 0.05% | −179−7.6% | Reduced |
| Guardian Wealth Advisors, LLC | 2,182 | $306.1K | 0.23% | +143+7.0% | Added |
| Financial Management Network Inc | 2,175 | $306.9K | 0.10% | +8+0.4% | Added |
| Salomon & Ludwin, LLC | 2,190 | $307.3K | 0.03% | +80+3.8% | Added |
| Fox Run Management, L.L.C. | 2,195 | $308.0K | 0.09% | +2,195 | New |
| Transamerica Financial Advisors, Inc. | 2,191 | $308.0K | 0.04% | +30+1.4% | Added |
| Retirement Income Solutions, Inc | 2,201 | $308.8K | 0.09% | −5,909−72.9% | Reduced |
| L.M. Kohn & Company | 2,203 | $309.1K | 0.11% | +5+0.2% | Added |
| Holland Advisory Services, Inc. | 2,214 | $310.7K | 0.39% | +2,214 | New |
| Lokken Investment Group LLC | 2,217 | $311.1K | 0.20% | +2+0.1% | Added |
| Carolinas Wealth Consulting LLC | 9,372 | $311.1K | 0.08% | −882−8.6% | Reduced |
| Cape Investment Advisory, Inc. | 2,220 | $311.4K | 0.18% | +146+7.0% | Added |
| Vantage Consulting Group Inc | 2,221 | $311.6K | 0.21% | −191−7.9% | Reduced |
| Syntax Advisors, LLC | 2,221 | $311.6K | 0.27% | −191−7.9% | Reduced |
| Ethos Financial Group, LLC | 2,228 | $312.5K | 0.08% | +325+17.1% | Added |
| Capital Advisors Wealth Management, LLC | 2,232 | $313.1K | 0.08% | +187+9.1% | Added |
| Affinity Capital Advisors, LLC | 2,238 | $314.0K | 0.09% | −7−0.3% | Reduced |
| Fragasso Group Inc. | 2,242 | $314.5K | 0.03% | +24+1.1% | Added |
| Facet Wealth, Inc. | 2,178 | $315.0K | 0.02% | +2,178 | New |
| Paulson Wealth Management Inc. | 2,247 | $315.3K | 0.11% | −7−0.3% | Reduced |
| Gryphon Financial Partners LLC | 2,247 | $315.3K | 0.08% | −7−0.3% | Reduced |
| Atticus Wealth Management, LLC | 2,251 | $315.8K | 0.12% | +16+0.7% | Added |
| Oarsman Capital, Inc. | 2,256 | $316.5K | 0.13% | +38+1.7% | Added |
| GW Henssler & Associates Ltd | 2,257 | $316.7K | 0.02% | +715+46.4% | Added |
| Peak Asset Management, LLC | 2,259 | $317.0K | 0.08% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,263 | $317.5K | 0.58% | +8+0.4% | Added |
| CNB Bank | 2,265 | $317.8K | 0.19% | −45−1.9% | Reduced |
| Buffington Mohr McNeal | 2,275 | $319.2K | 0.07% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,283 | $320.3K | 0.05% | +377+19.8% | Added |
| Financial Security Advisor, Inc. | 2,285 | $320.7K | 0.15% | +2,285 | New |
| Voya Financial Advisors, Inc. | 2,273 | $321.8K | 0.04% | +247+12.2% | Added |
| Summitry LLC | 2,298 | $322.4K | 0.02% | −143−5.9% | Reduced |
| First Heartland Consultants, Inc. | 2,301 | $323.0K | 0.04% | −129−5.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,308 | $323.8K | 0.10% | −64−2.7% | Reduced |
| Court Place Advisors, LLC | 2,309 | $324.0K | 0.12% | −1,156−33.4% | Reduced |
| Platte River Wealth Advisors, LLC | 2,309 | $324.0K | 0.12% | −116−4.8% | Reduced |
| Five Oceans Advisors | 2,310 | $324.1K | 0.21% | +65+2.9% | Added |
| Prudent Investors Network | 2,311 | $324.2K | 0.15% | +193+9.1% | Added |
| Aviance Capital Partners, LLC | 2,321 | $325.6K | 0.07% | −512−18.1% | Reduced |
| Rock Creek Group, LP | 2,322 | $325.8K | 0.04% | −1,082−31.8% | Reduced |
| OneAscent Financial Services LLC | 2,323 | $326.0K | 0.08% | +2,323 | New |
| Advisory Research Inc | 2,331 | $327.0K | 0.05% | +2,331 | New |
| Investment Advisory Group, LLC | 2,335 | $327.6K | 0.17% | +30+1.3% | Added |
| Novare Capital Management LLC | 2,337 | $327.9K | 0.04% | +15+0.6% | Added |
| Altshuler Shaham Ltd | 2,338 | $328.0K | 0.01% | −933−28.5% | Reduced |
| Rowland & Co Investment Counsel | 2,345 | $329.0K | 0.08% | −50−2.1% | Reduced |
| Monograph Wealth Advisors, LLC | 2,351 | $329.9K | 0.07% | +7+0.3% | Added |
| Am Investment Strategies LLC | 2,355 | $330.0K | 0.11% | +748+46.5% | Added |
| Bank of Stockton | 2,310 | $332.1K | 0.12% | −10−0.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,372 | $332.8K | 0.17% | −71−2.9% | Reduced |
| First International Bank & Trust | 2,377 | $333.5K | 0.12% | −1,455−38.0% | Reduced |
| Oakworth Capital, Inc. | 2,378 | $333.6K | 0.03% | −2−0.1% | Reduced |
| Future Financial Wealth Managment LLC | 2,381 | $334.1K | 0.37% | +3+0.1% | Added |
| EHP Funds Inc. | 2,400 | $336.7K | 0.16% | −2,800−53.8% | Reduced |
| Alta Advisers Ltd | 2,400 | $336.7K | 0.20% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $336.7K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,402 | $337.0K | 0.04% | −186−7.2% | Reduced |
| GTS Securities LLC | 2,403 | $337.1K | 0.01% | +2,403 | New |
| MPS Loria Financial Planners, LLC | 2,405 | $337.4K | 0.13% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 2,410 | $338.1K | 0.46% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 2,412 | $338.4K | 0.03% | −3,840−61.4% | Reduced |
| Advance Capital Management, Inc. | 2,424 | $340.0K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,427 | $340.5K | 0.29% | +262+12.1% | Added |
| Koss-Olinger Consulting, LLC | 2,429 | $341.0K | 0.05% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,432 | $341.1K | 0.09% | +10.0% | Added |
| Keystone Financial Group | 2,434 | $341.4K | 0.06% | +51+2.1% | Added |
| Francis Financial, Inc. | 2,441 | $342.5K | 0.18% | +2,441 | New |
| Armbruster Capital Management, Inc. | 2,444 | $342.9K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,446 | $343.2K | 0.06% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 2,448 | $343.5K | 0.29% | −757−23.6% | Reduced |
| Per Stirling Capital Management, LLC. | 2,450 | $343.8K | 0.07% | 00.0% | Unchanged |
| West Bancorporation Inc | 2,451 | $343.9K | 0.24% | −1,473−37.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,452 | $344.0K | 0.10% | +533+27.8% | Added |
| Journey Strategic Wealth LLC | 2,459 | $345.0K | 0.02% | +69+2.9% | Added |
| Chesapeake Wealth Management | 2,459 | $345.0K | 0.14% | −375−13.2% | Reduced |
| Spears Abacus Advisors LLC | 2,460 | $345.1K | 0.03% | −100−3.9% | Reduced |
| Eagle Strategies LLC | 2,465 | $345.9K | 0.09% | +2,465 | New |
| Builder Investment Group Inc | 2,475 | $347.2K | 0.14% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,477 | $347.5K | 0.08% | +142+6.1% | Added |
| Country Trust Bank | 2,483 | $348.4K | 0.01% | +101+4.2% | Added |
| Fulton Breakefield Broenniman LLC | 2,485 | $348.6K | 0.03% | +47+1.9% | Added |
| D. Scott Neal, Inc. | 2,485 | $348.6K | 0.30% | −3−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,498 | $350.5K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,499 | $350.6K | 0.03% | −101−3.9% | Reduced |
| Imprint Wealth LLC | 2,501 | $350.9K | 0.30% | −1,641−39.6% | Reduced |
| Birinyi Associates Inc | 2,505 | $351.0K | 0.14% | +2+0.1% | Added |
| Beck Mack & Oliver LLC | 2,502 | $351.0K | 0.01% | +2+0.1% | Added |
| Catalyst Financial Partners LLC | 2,502 | $351.0K | 0.11% | +226+9.9% | Added |
| LVZ Advisors, Inc. | 2,503 | $351.2K | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,505 | $351.5K | 0.18% | −225−8.2% | Reduced |
| Lodestar Private Asset Management LLC | 2,506 | $351.6K | 0.06% | −121−4.6% | Reduced |
| Austin Private Wealth, LLC | 2,510 | $352.1K | 0.05% | +184+7.9% | Added |
| WealthShield Partners, LLC | 2,516 | $353.0K | 0.05% | −34−1.3% | Reduced |
| Provident Wealth Management, LLC | 2,522 | $353.8K | 0.17% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,526 | $354.0K | 0.01% | −120−4.5% | Reduced |
| CKW Financial Group | 2,522 | $354.0K | 0.05% | +16+0.6% | Added |