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 |
|---|---|---|---|---|---|
| Terra Nova Asset Management LLC | 3,610 | $483.1K | 0.44% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,467 | $486.4K | 0.01% | +3,465+173,250.0% | Added |
| Cohen Investment Advisors LLC | 3,471 | $487.0K | 0.39% | −218−5.9% | Reduced |
| TrinityPoint Wealth, LLC | 3,481 | $488.3K | 0.10% | −37−1.1% | Reduced |
| Wealthquest Corp | 3,488 | $489.4K | 0.06% | −134−3.7% | Reduced |
| Cidel Asset Management Inc | 3,498 | $490.8K | 0.02% | −130−3.6% | Reduced |
| Bedel Financial Consulting, Inc. | 3,499 | $490.8K | 0.10% | +16+0.5% | Added |
| Bedel Financial Consulting Inc | 3,499 | $490.8K | 0.10% | +3,499 | New |
| State Farm Mutual Automobile Insurance Co | 3,500 | $491.1K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $491.1K | 0.09% | 00.0% | Unchanged |
| First National Corp | 3,500 | $491.1K | 0.13% | −430−10.9% | Reduced |
| Boit C F David | 3,496 | $492.2K | 0.34% | 00.0% | Unchanged |
| LCNB Corp | 3,510 | $492.5K | 0.22% | −20−0.6% | Reduced |
| Somerville Kurt F | 3,512 | $492.7K | 0.10% | −500−12.5% | Reduced |
| Trinity Legacy Partners, LLC | 3,523 | $494.3K | 0.17% | −200−5.4% | Reduced |
| Dana Investment Advisors, Inc. | 3,523 | $494.3K | 0.03% | −90−2.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 3,524 | $494.4K | 0.25% | +24+0.7% | Added |
| Boston Family Office LLC | 3,532 | $495.0K | 0.04% | +194+5.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,507 | $497.0K | 0.27% | +3,507 | New |
| First Personal Financial Services | 3,544 | $497.2K | 0.13% | +681+23.8% | Added |
| Selway Asset Management | 3,550 | $498.1K | 0.23% | 00.0% | Unchanged |
| Gs Investments, Inc. | 3,550 | $498.1K | 0.28% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,556 | $498.9K | 0.03% | +58+1.7% | Added |
| Pallas Capital Advisors LLC | 3,508 | $500.3K | 0.03% | −231−6.2% | Reduced |
| Oldfather Financial Services, LLC | 3,567 | $500.4K | 0.25% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,572 | $501.2K | 0.23% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,574 | $501.4K | 0.08% | +68+1.9% | Added |
| Summit Wealth Partners, LLC | 3,583 | $502.7K | 0.13% | −904−20.1% | Reduced |
| LMG Wealth Partners, LLC | 3,584 | $502.8K | 0.15% | +90+2.6% | Added |
| Bouchey Financial Group Ltd | 3,584 | $502.9K | 0.06% | +1,178+49.0% | Added |
| Smith, Salley & Associates | 3,586 | $503.1K | 0.04% | +806+29.0% | Added |
| Eads & Heald Wealth Management | 3,590 | $504.0K | 0.26% | −58−1.6% | Reduced |
| Capital Market Strategies LLC | 3,596 | $504.8K | 0.50% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $509.0K | 0.20% | +84+2.4% | Added |
| WBH Advisory Inc | 3,631 | $509.4K | 0.06% | +10.0% | Added |
| Conning Inc. | 3,636 | $510.1K | 0.02% | +100+2.8% | Added |
| Boston Trust Walden Corp | 3,637 | $510.3K | 0.00% | −100−2.7% | Reduced |
| Capasso Planning Partners LLC | 3,640 | $510.7K | 0.27% | +9+0.2% | Added |
| Fort Point Capital Partners LLC | 3,642 | $511.0K | 0.08% | 00.0% | Unchanged |
| Kendall Capital Management | 3,653 | $513.0K | 0.23% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,663 | $513.9K | 0.07% | +191+5.5% | Added |
| E&G Advisors, LP | 3,670 | $514.9K | 0.19% | −80−2.1% | Reduced |
| Abbrea Capital, LLC | 3,672 | $515.0K | 0.08% | +111+3.1% | Added |
| Horizon Kinetics Asset Management LLC | 3,680 | $516.3K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,681 | $516.4K | 0.32% | −42−1.1% | Reduced |
| Telos Capital Management, Inc. | 3,683 | $516.7K | 0.07% | −22−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,686 | $517.1K | 0.05% | +208+6.0% | Added |
| Zions Bancorporation, N.A. | 3,686 | $517.1K | 0.05% | −39−1.0% | Reduced |
| Planned Solutions, Inc. | 3,687 | $517.3K | 0.31% | −148−3.9% | Reduced |
| Dopkins Wealth Management, LLC | 3,700 | $519.1K | 0.39% | +3,700 | New |
| Weil Company, Inc. | 3,701 | $519.2K | 0.26% | −10.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,715 | $521.2K | 0.15% | −30−0.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,720 | $521.9K | 0.03% | −6,486−63.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,722 | $522.2K | 0.04% | +140+3.9% | Added |
| Colonial Trust Co | 3,724 | $522.5K | 0.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,725 | $522.6K | 0.01% | −61−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,729 | $523.2K | 0.26% | +51+1.4% | Added |
| Accuvest Global Advisors | 3,750 | $526.0K | 0.29% | −461−10.9% | Reduced |
| Roth Financial Partners LLC | 3,751 | $526.3K | 0.33% | −101−2.6% | Reduced |
| WMS Partners, LLC | 3,761 | $527.7K | 0.04% | −74−1.9% | Reduced |
| Landmark Financial Advisors, LLC | 3,762 | $527.8K | 0.21% | +100+2.7% | Added |
| LifePlan Investment Advisors, Inc. | 3,782 | $530.6K | 0.56% | −6−0.2% | Reduced |
| Firestone Capital Management | 3,786 | $531.2K | 0.18% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,791 | $531.9K | 0.08% | +271+7.7% | Added |
| Prosperity Consulting Group, LLC | 3,796 | $532.6K | 0.24% | +3,796 | New |
| Smith, Moore & Co. | 3,798 | $532.8K | 0.07% | +207+5.8% | Added |
| Reliant Investment Management, LLC | 3,800 | $533.1K | 0.31% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,993 | $534.3K | 0.38% | +32+0.8% | Added |
| Wimmer Associates 1, LLC | 3,813 | $534.9K | 0.33% | +240+6.7% | Added |
| Wealth Quarterback LLC | 3,816 | $535.4K | 0.46% | −16−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 3,818 | $535.7K | 0.03% | −109−2.8% | Reduced |
| Wealth Architects, LLC | 3,826 | $536.8K | 0.09% | +168+4.6% | Added |
| Valmark Advisers, Inc. | 3,836 | $538.2K | 0.01% | +152+4.1% | Added |
| McAdam, LLC | 3,842 | $539.0K | 0.04% | +524+15.8% | Added |
| Charles Schwab Trust Co | 3,848 | $539.9K | 0.06% | −37−1.0% | Reduced |
| Norwood Financial Corp | 3,850 | $540.1K | 0.87% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,855 | $540.9K | 0.27% | +7+0.2% | Added |
| Congress Park Capital LLC | 3,863 | $542.0K | 0.31% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,865 | $542.2K | 0.03% | +4+0.1% | Added |
| Capital Advisors, Ltd. LLC | 3,871 | $543.0K | 0.08% | −124−3.1% | Reduced |
| Baker Boyer National Bank | 3,875 | $543.7K | 0.22% | +350+9.9% | Added |
| Hemenway Trust Co LLC | 3,880 | $544.4K | 0.06% | −16−0.4% | Reduced |
| Hengehold Capital Management LLC | 3,883 | $544.8K | 0.07% | −441−10.2% | Reduced |
| Desjardins Global Asset Management Inc. | 3,886 | $545.2K | 0.06% | +82+2.2% | Added |
| Everhart Financial Group, Inc. | 3,887 | $545.4K | 0.23% | +390+11.2% | Added |
| LifeGuide Financial Advisors, LLC | 3,892 | $546.1K | 0.32% | −76−1.9% | Reduced |
| New Hampshire Trust | 3,901 | $547.3K | 0.15% | +20+0.5% | Added |
| Intrua Financial, LLC | 3,920 | $549.9K | 0.10% | −24−0.6% | Reduced |
| Archer Investment Corp | 3,922 | $550.3K | 0.19% | +79+2.1% | Added |
| PDS Planning, Inc | 3,933 | $551.8K | 0.07% | −212−5.1% | Reduced |
| Wealthsource Partners, LLC | 3,942 | $553.1K | 0.04% | +271+7.4% | Added |
| Sovereign Financial Group, Inc. | 3,949 | $554.1K | 0.20% | −233−5.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,955 | $554.9K | 0.36% | −200−4.8% | Reduced |
| TCG Advisory Services, LLC | 3,959 | $555.5K | 0.09% | +944+31.3% | Added |
| Tradewinds, LLC. | 3,970 | $557.0K | 0.33% | −18−0.5% | Reduced |
| Lafayette Investments, Inc. | 3,990 | $559.8K | 0.15% | −65−1.6% | Reduced |
| Mezzasalma Advisors, LLC | 3,996 | $560.6K | 0.35% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,996 | $560.7K | 0.18% | 00.0% | Unchanged |
| Everett Harris & Co | 3,997 | $560.8K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,998 | $560.9K | 0.05% | −48−1.2% | Reduced |