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 |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 2,524 | $354.1K | 0.28% | +501+24.8% | Added |
| Windsor Capital Management, LLC | 2,524 | $354.2K | 0.12% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 2,528 | $354.7K | 0.08% | −100−3.8% | Reduced |
| Creative Financial Designs Inc | 2,528 | $354.7K | 0.04% | +729+40.5% | Added |
| Grandfield & Dodd, LLC | 2,532 | $355.2K | 0.03% | −100−3.8% | Reduced |
| West Family Investments, Inc. | 2,542 | $356.6K | 0.12% | +594+30.5% | Added |
| Gillespie Robinson & Grimm Inc | 2,543 | $356.8K | 0.04% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 2,544 | $356.9K | 0.17% | +30+1.2% | Added |
| Lakeside Advisors, INC. | 2,545 | $357.1K | 0.27% | −30−1.2% | Reduced |
| Institutional & Family Asset Management, LLC | 2,549 | $357.6K | 0.06% | +5+0.2% | Added |
| Bigelow Investment Advisors, LLC | 2,550 | $357.8K | 0.21% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,553 | $358.2K | 0.19% | −182−6.7% | Reduced |
| Boyd Watterson Asset Management LLC | 2,556 | $358.6K | 0.16% | −4−0.2% | Reduced |
| Cutler Capital Management, LLC | 2,560 | $359.2K | 0.16% | −1,551−37.7% | Reduced |
| Arnhold LLC | 2,561 | $359.3K | 0.04% | +150+6.2% | Added |
| Coastline Trust Co | 2,563 | $359.6K | 0.05% | +560+28.0% | Added |
| Genesee Capital Advisors, LLC | 2,566 | $360.0K | 0.26% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,575 | $361.7K | 0.17% | −158−5.8% | Reduced |
| Nottingham Advisors, Inc. | 2,578 | $361.7K | 0.06% | −20−0.8% | Reduced |
| Sand Hill Global Advisors, LLC | 2,578 | $361.7K | 0.02% | −8−0.3% | Reduced |
| Wayfinding Financial, LLC | 2,576 | $362.0K | 0.27% | +51+2.0% | Added |
| Center for Financial Planning, Inc. | 2,582 | $362.3K | 0.08% | +258+11.1% | Added |
| MSH Capital Advisors LLC | 2,588 | $363.1K | 0.14% | −26,863−91.2% | Reduced |
| Tortoise Investment Management, LLC | 2,596 | $364.2K | 0.05% | +10.0% | Added |
| BlueSky Wealth Advisors, LLC | 2,597 | $364.3K | 0.07% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 2,600 | $364.8K | 0.29% | +2,600 | New |
| Wilson & Boucher Capital Management, LLC | 2,600 | $364.8K | 0.35% | −300−10.3% | Reduced |
| Chatham Capital Group, Inc. | 2,605 | $365.5K | 0.08% | +50+2.0% | Added |
| Avestar Capital, LLC | 2,606 | $365.6K | 0.06% | +578+28.5% | Added |
| Blackston Financial Advisory Group, LLC | 2,610 | $366.2K | 0.26% | −248−8.7% | Reduced |
| L2 Asset Management, LLC | 732 | $366.5K | 0.18% | −1,615−68.8% | Reduced |
| MBM Wealth Consultants, LLC | 2,650 | $366.9K | 0.16% | +49+1.9% | Added |
| ARS Investment Partners, LLC | 2,621 | $367.7K | 0.05% | +100+4.0% | Added |
| Brown, Lisle/Cummings, Inc. | 2,626 | $368.4K | 0.17% | −124−4.5% | Reduced |
| First Affirmative Financial Network | 2,628 | $368.7K | 0.36% | +191+7.8% | Added |
| Virtus Investment Advisers, Inc. | 2,633 | $369.4K | 0.25% | −307−10.4% | Reduced |
| Magnolia Capital Management Ltd | 2,637 | $370.0K | 0.36% | −1,420−35.0% | Reduced |
| Valley National Advisers Inc | 2,640 | $370.0K | 0.06% | +375+16.6% | Added |
| Bank of Nova Scotia Trust Co | 2,640 | $370.4K | 0.04% | −100−3.6% | Reduced |
| Humankind Investments LLC | 2,641 | $370.5K | 0.15% | −304−10.3% | Reduced |
| Warwick Investment Management, Inc. | 2,646 | $371.2K | 0.14% | +10.0% | Added |
| Quadrant Private Wealth Management, LLC | 2,652 | $372.1K | 0.13% | −400−13.1% | Reduced |
| Sandy Cove Advisors, LLC | 2,656 | $372.7K | 0.22% | −57−2.1% | Reduced |
| Spirit of America Management Corp | 2,668 | $374.3K | 0.08% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,668 | $374.4K | 0.22% | +154+6.1% | Added |
| Grey Street Capital, LLC | 2,675 | $375.3K | 0.22% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,676 | $375.5K | 0.03% | −48−1.8% | Reduced |
| Ullmann Financial Group, Inc. | 2,679 | $375.9K | 0.07% | +338+14.4% | Added |
| Windsor Group LTD | 2,680 | $376.0K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,683 | $376.4K | 0.09% | +246+10.1% | Added |
| TriaGen Wealth Management LLC | 2,684 | $376.6K | 0.19% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,687 | $377.0K | 0.12% | +2,687 | New |
| Breakwater Capital Group | 2,594 | $377.2K | 0.13% | −597−18.7% | Reduced |
| Eagle Capital Management LLC | 2,700 | $378.8K | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,700 | $378.8K | 0.23% | +2,700 | New |
| Verus Capital Partners, LLC | 2,704 | $379.3K | 0.05% | +132+5.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,706 | $379.8K | 0.14% | +2,706 | New |
| Willis Johnson & Associates, Inc. | 2,721 | $381.8K | 0.04% | +2,721 | New |
| IMA Wealth, Inc. | 2,724 | $382.2K | 0.10% | 00.0% | Unchanged |
| American National Bank | 2,727 | $382.6K | 0.07% | −141−4.9% | Reduced |
| Northern Oak Wealth Management Inc | 2,741 | $384.6K | 0.05% | −1,487−35.2% | Reduced |
| Larson Financial Group LLC | 2,743 | $384.8K | 0.04% | −722−20.8% | Reduced |
| Howard Capital Management Group, LLC | 2,761 | $387.4K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,764 | $387.8K | 0.31% | −4,435−61.6% | Reduced |
| Provence Wealth Management Group | 2,775 | $389.3K | 0.24% | +524+23.3% | Added |
| Northstar Advisory Group, LLC | 2,780 | $390.1K | 0.28% | +23+0.8% | Added |
| Liontrust Investment Partners LLP | 2,809 | $394.1K | 0.01% | −31,339−91.8% | Reduced |
| Howe & Rusling Inc | 2,815 | $394.9K | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 2,822 | $395.0K | 0.12% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,819 | $395.6K | 0.10% | −1,711−37.8% | Reduced |
| Armstrong Advisory Group, Inc | 2,824 | $396.1K | 0.04% | −30−1.1% | Reduced |
| NBW Capital LLC | 2,828 | $396.8K | 0.10% | +856+43.4% | Added |
| Truvestments Capital LLC | 2,833 | $397.5K | 0.21% | −148−5.0% | Reduced |
| One Charles Private Wealth Services, LLC | 2,839 | $398.3K | 0.23% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,830 | $398.5K | 0.14% | −143−4.8% | Reduced |
| 626 Financial, LLC | 2,843 | $398.9K | 0.27% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,856 | $400.8K | 0.15% | +8+0.3% | Added |
| BIP Wealth, LLC | 2,859 | $401.1K | 0.04% | −375−11.6% | Reduced |
| Karpas Strategies, LLC | 2,866 | $402.1K | 0.15% | +5+0.2% | Added |
| Morris Financial Concepts, Inc. | 2,872 | $402.9K | 0.27% | −239−7.7% | Reduced |
| Abacus Planning Group, Inc. | 2,873 | $403.1K | 0.10% | +10+0.3% | Added |
| Fundamentun, LLC | 2,880 | $404.2K | 0.06% | +185+6.9% | Added |
| Sabal Trust CO | 2,905 | $407.6K | 0.03% | −400−12.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,909 | $408.1K | 0.31% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,911 | $408.4K | 0.06% | −45−1.5% | Reduced |
| Weaver Consulting Group | 2,911 | $408.4K | 0.18% | +150+5.4% | Added |
| Woodard & Co Asset Management Group Inc | 2,915 | $409.0K | 0.14% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,923 | $410.3K | 0.08% | +175+6.4% | Added |
| Montz Harcus Wealth Management LLC | 2,926 | $410.6K | 0.35% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,933 | $411.0K | 0.07% | −850−22.5% | Reduced |
| Harvey Investment Co LLC | 2,932 | $411.0K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,932 | $411.3K | 0.27% | +17+0.6% | Added |
| Allstate Corp | 2,935 | $411.8K | 0.02% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,938 | $412.2K | 0.08% | +1,107+60.5% | Added |
| Kolinsky Wealth Management, LLC | 2,950 | $414.0K | 0.41% | −130−4.2% | Reduced |
| Arbor Investment Advisors, LLC | 2,951 | $414.0K | 0.07% | 00.0% | Unchanged |
| First United Bank Trust | 2,958 | $415.0K | 0.19% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,959 | $415.2K | 0.08% | −68−2.2% | Reduced |
| Column Capital Advisors, LLC | 2,961 | $415.4K | 0.06% | +416+16.3% | Added |
| Optimum Investment Advisors | 2,977 | $417.7K | 0.21% | +10.0% | Added |