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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 2,978 | $417.9K | 0.05% | −7,306−71.0% | Reduced |
| Engrave Wealth Partners LLC | 2,983 | $418.5K | 0.13% | +300+11.2% | Added |
| Private Capital Management LLC | 2,986 | $418.9K | 0.12% | −12−0.4% | Reduced |
| Cornerstone Advisory, LLC | 2,990 | $419.4K | 0.07% | +45+1.5% | Added |
| Navis Wealth Advisors, LLC | 2,991 | $419.6K | 0.61% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,992 | $419.7K | 0.06% | −163−5.2% | Reduced |
| Buckhead Capital Management LLC | 2,992 | $419.8K | 0.17% | −125−4.0% | Reduced |
| Libra Wealth LLC | 2,992 | $419.8K | 0.23% | 00.0% | Unchanged |
| Derbend Asset Management | 3,003 | $421.3K | 0.29% | −564−15.8% | Reduced |
| Callahan Advisors, LLC | 3,005 | $421.6K | 0.05% | −15−0.5% | Reduced |
| Apella Capital, LLC | 3,007 | $421.9K | 0.03% | +695+30.1% | Added |
| Kennedy Investment Group | 3,008 | $422.0K | 0.25% | +128+4.4% | Added |
| Mark Stevens | 3,014 | $422.9K | 0.06% | −8,959−74.8% | Reduced |
| Cooper/Haims Advisors, LLC | 3,015 | $423.0K | 0.33% | +120+4.1% | Added |
| Allred Capital Management, LLC | 3,020 | $423.7K | 0.21% | +12+0.4% | Added |
| Harbor Advisory Corp | 3,036 | $426.0K | 0.15% | −54−1.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,043 | $426.0K | 0.21% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,038 | $426.3K | 0.17% | −200−6.2% | Reduced |
| Morningstar Investment Services LLC | 3,016 | $427.0K | 0.01% | +882+41.3% | Added |
| DMG Group, LLC | 3,045 | $427.2K | 0.43% | +48+1.6% | Added |
| Independent Investors Inc | 3,050 | $427.9K | 0.11% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 3,052 | $428.0K | 0.21% | +408+15.4% | Added |
| D'Orazio & Associates, Inc. | 3,053 | $428.4K | 0.10% | +247+8.8% | Added |
| Clark Estates Inc | 3,055 | $428.6K | 0.08% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 3,060 | $429.3K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,061 | $429.4K | 0.20% | +100+3.4% | Added |
| JB Capital LLC | 3,062 | $429.6K | 0.04% | +172+6.0% | Added |
| SMH Capital Advisors Inc | 3,065 | $430.0K | 1.00% | −408−11.7% | Reduced |
| MV Capital Management, Inc. | 3,070 | $430.7K | 0.06% | −22−0.7% | Reduced |
| Reik & Co., LLC | 3,072 | $431.0K | 0.13% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,072 | $431.1K | 0.06% | −15−0.5% | Reduced |
| First National Bank Sioux Falls | 3,073 | $431.1K | 0.26% | 00.0% | Unchanged |
| Guardian Investment Management | 3,075 | $431.4K | 0.40% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 3,094 | $434.1K | 0.08% | +96+3.2% | Added |
| Enterprise Financial Services Corp | 3,094 | $434.1K | 0.30% | +76+2.5% | Added |
| Meitav Dash Investments Ltd | 3,071 | $434.6K | 0.01% | −276−8.2% | Reduced |
| Cedrus LLC | 3,098 | $434.7K | 0.31% | +79+2.6% | Added |
| Doheny Asset Management | 3,103 | $435.0K | 0.42% | 00.0% | Unchanged |
| Kure Advisory, LLC | 3,109 | $436.2K | 0.25% | +3,109 | New |
| CFM Wealth Partners LLC | 3,124 | $438.3K | 0.11% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 3,125 | $438.4K | 0.12% | +522+20.1% | Added |
| Legacy Private Trust Co. | 3,130 | $439.1K | 0.04% | −137−4.2% | Reduced |
| Smith Shellnut Wilson LLC | 3,147 | $441.5K | 0.27% | −491−13.5% | Reduced |
| Crescent Grove Advisors, LLC | 3,156 | $442.8K | 0.06% | −1,204−27.6% | Reduced |
| Schoolcraft Capital LLC | 3,156 | $442.8K | 0.12% | 00.0% | Unchanged |
| Peoples Bank | 3,165 | $444.1K | 0.29% | +103+3.4% | Added |
| Vicus Capital | 3,171 | $444.8K | 0.05% | +800+33.7% | Added |
| Farther Finance Advisors, LLC | 3,171 | $444.9K | 0.07% | +667+26.6% | Added |
| Orion Capital Management LLC | 3,179 | $446.0K | 0.29% | −900−22.1% | Reduced |
| Full Sail Capital, LLC | 3,185 | $446.9K | 0.04% | −160−4.8% | Reduced |
| Saratoga Research & Investment Management | 3,186 | $447.0K | 0.02% | −45−1.4% | Reduced |
| Jarislowsky, Fraser Ltd | 3,200 | $449.0K | 0.00% | −1,050−24.7% | Reduced |
| Investment Advisory Services Inc | 3,204 | $449.5K | 0.19% | −37−1.1% | Reduced |
| Formidable Asset Management, LLC | 3,208 | $450.0K | 0.10% | −68−2.1% | Reduced |
| Platform Technology Partners | 3,208 | $450.1K | 0.21% | +122+4.0% | Added |
| WMG Financial Advisors, LLC | 3,222 | $452.0K | 0.38% | −138−4.1% | Reduced |
| Mechanics Financial Corp | 3,225 | $452.5K | 0.25% | 00.0% | Unchanged |
| J2 Capital Management Inc | 3,235 | $453.9K | 0.57% | −85−2.6% | Reduced |
| Auxano Advisors, LLC | 3,242 | $454.9K | 0.19% | +274+9.2% | Added |
| Blueprint Investment Partners LLC | 3,243 | $455.0K | 0.15% | +129+4.1% | Added |
| Total Clarity Wealth Management, Inc. | 3,247 | $455.6K | 0.22% | +39+1.2% | Added |
| Lindbrook Capital, LLC | 3,251 | $456.1K | 0.05% | +736+29.3% | Added |
| Financial Advisors Network, Inc. | 3,255 | $456.7K | 0.10% | +3,255 | New |
| Traphagen Investment Advisors LLC | 3,266 | $458.2K | 0.06% | +10.0% | Added |
| Bill Few Associates, Inc. | 3,276 | $459.6K | 0.24% | +750+29.7% | Added |
| Fiducient Advisors LLC | 3,277 | $459.9K | 0.03% | +3,277 | New |
| Greenwood Gearhart Inc | 3,286 | $461.0K | 0.05% | 00.0% | Unchanged |
| GDS Wealth Management | 3,305 | $463.7K | 0.07% | 00.0% | Unchanged |
| Davidson Trust Co | 3,315 | $465.1K | 0.34% | −644−16.3% | Reduced |
| Encompass Wealth Advisors, LLC | 3,315 | $465.1K | 0.15% | +186+5.9% | Added |
| Private Wealth Partners, LLC | 3,318 | $465.5K | 0.04% | +50+1.5% | Added |
| Tennessee Valley Asset Management Partners | 3,327 | $466.8K | 0.15% | +10.0% | Added |
| Klingman & Associates, LLC | 3,329 | $467.1K | 0.04% | −30−0.9% | Reduced |
| Bank of Hawaii | 3,331 | $467.3K | 0.03% | +709+27.0% | Added |
| Indiana Trust & Investment Management CO | 3,340 | $468.6K | 0.24% | −100−2.9% | Reduced |
| Strategic Financial Concepts, LLC | 3,344 | $469.1K | 0.16% | +1,456+77.1% | Added |
| McGuire Investment Group, LLC | 3,349 | $469.9K | 0.09% | −386−10.3% | Reduced |
| Norris Perne & French LLP | 3,351 | $470.1K | 0.04% | −34−1.0% | Reduced |
| Family Firm, Inc. | 3,355 | $470.7K | 0.13% | +67+2.0% | Added |
| McDaniel Terry & Co | 3,365 | $472.0K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,367 | $472.4K | 0.02% | +1,658+97.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,328 | $472.7K | 0.06% | +2+0.1% | Added |
| RMR Wealth Builders | 3,375 | $473.5K | 0.08% | +90+2.7% | Added |
| Accredited Investors Inc. | 3,376 | $473.7K | 0.04% | +282+9.1% | Added |
| Two Sigma Securities, LLC | 3,379 | $474.1K | 0.02% | +1,201+55.1% | Added |
| Human Investing LLC | 3,380 | $474.3K | 0.11% | −397−10.5% | Reduced |
| Olistico Wealth, LLC | 3,388 | $475.3K | 0.43% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,395 | $476.3K | 0.37% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 3,396 | $476.5K | 0.17% | −264−7.2% | Reduced |
| Old Second National Bank of Aurora | 3,400 | $477.0K | 0.15% | −350−9.3% | Reduced |
| Virtue Capital Management, LLC | 3,562 | $478.2K | 0.08% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 3,307 | $478.3K | 0.46% | +243+7.9% | Added |
| Hutchinson Capital Management | 3,420 | $479.8K | 0.11% | −105−3.0% | Reduced |
| Centaurus Financial, Inc. | 3,424 | $480.0K | 0.04% | +208+6.5% | Added |
| Earnest Partners LLC | 3,422 | $480.1K | 0.00% | −60−1.7% | Reduced |
| Destination Wealth Management | 3,424 | $480.3K | 0.02% | −1,836−34.9% | Reduced |
| Nemes Rush Group LLC | 3,425 | $480.5K | 0.09% | −1,705−33.2% | Reduced |
| New Capital Management LP | 3,425 | $480.5K | 0.17% | +3,425 | New |
| Baron Financial Group, LLC | 3,428 | $480.9K | 0.31% | +6+0.2% | Added |
| SMART Wealth LLC | 3,428 | $480.9K | 0.36% | +11+0.3% | Added |