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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 13,821 | $1.94M | 0.38% | +429+3.2% | Added |
| Lowe Brockenbrough & Co Inc | 13,815 | $1.94M | 0.15% | −1,165−7.8% | Reduced |
| Proequities, Inc. | 13,707 | $1.92M | 0.15% | +1,472+12.0% | Added |
| Garner Asset Management Corp | 13,699 | $1.92M | 1.15% | +40.0% | Added |
| Great Valley Advisor Group, Inc. | 13,695 | $1.92M | 0.08% | +760+5.9% | Added |
| Merit Financial Group, LLC | 13,690 | $1.92M | 0.06% | +1,058+8.4% | Added |
| Financial Sense Advisors, Inc. | 13,681 | $1.92M | 0.82% | +9,924+264.1% | Added |
| Cambridge Trust Co | 13,515 | $1.90M | 0.09% | +120+0.9% | Added |
| GSB Wealth Management, LLC | 13,489 | $1.89M | 0.63% | +2,478+22.5% | Added |
| Vaughan David Investments LLC | 13,474 | $1.89M | 0.06% | −148−1.1% | Reduced |
| Excalibur Management Corp | 13,426 | $1.88M | 0.98% | −105−0.8% | Reduced |
| Joel Isaacson & Co., LLC | 13,377 | $1.88M | 0.13% | −42−0.3% | Reduced |
| Cary Street Partners Asset Management LLC | 13,289 | $1.86M | 0.35% | −361−2.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 13,280 | $1.86M | 0.51% | −135−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,268 | $1.86M | 0.68% | −269−2.0% | Reduced |
| Capital Investment Counsel, Inc | 13,264 | $1.86M | 0.37% | −790−5.6% | Reduced |
| Security National Bank of Sioux City Iowa | 13,246 | $1.86M | 1.45% | −480−3.5% | Reduced |
| Carson Advisory Inc. | 13,196 | $1.85M | 1.62% | −400−2.9% | Reduced |
| Eudaimonia Partners, LLC | 13,194 | $1.85M | 0.45% | −80−0.6% | Reduced |
| Chilton Capital Management LLC | 13,098 | $1.84M | 0.10% | −100−0.8% | Reduced |
| Lee Danner & Bass Inc | 13,094 | $1.84M | 0.17% | −1,077−7.6% | Reduced |
| Little House Capital LLC | 13,089 | $1.84M | 0.75% | +778+6.3% | Added |
| Round Rock Advisors, LLC | 13,060 | $1.83M | 0.70% | +82+0.6% | Added |
| Fund Management at Engine No. 1 LLC | 13,030 | $1.83M | 0.29% | +1,208+10.2% | Added |
| Hudock, Inc. | 13,013 | $1.83M | 0.44% | +1,229+10.4% | Added |
| Nicholas Hoffman & Company, LLC. | 12,992 | $1.82M | 0.13% | +30.0% | Added |
| Peloton Wealth Strategists | 12,990 | $1.82M | 0.84% | −185−1.4% | Reduced |
| Longfellow Investment Management Co LLC | 12,967 | $1.82M | 0.48% | −1,639−11.2% | Reduced |
| Symmetry Partners, LLC | 12,931 | $1.81M | 0.10% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 12,910 | $1.81M | 0.93% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,892 | $1.81M | 0.02% | +3,571+38.3% | Added |
| Wealthcare Advisory Partners LLC | 12,887 | $1.81M | 0.08% | −664−4.9% | Reduced |
| IFP Advisors, Inc | 12,877 | $1.81M | 0.08% | +1,429+12.5% | Added |
| Natixis | 12,874 | $1.81M | 0.01% | −252,769−95.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 12,854 | $1.80M | 0.80% | +1,761+15.9% | Added |
| Ballentine Partners, LLC | 12,826 | $1.80M | 0.04% | +194+1.5% | Added |
| JFS Wealth Advisors, LLC | 12,820 | $1.80M | 0.17% | −106−0.8% | Reduced |
| Slagle Financial, LLC | 12,773 | $1.79M | 1.10% | +305+2.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,176 | $1.79M | 0.02% | +463+4.0% | Added |
| Brighton Jones LLC | 12,704 | $1.78M | 0.09% | −723−5.4% | Reduced |
| TFC Financial Management | 12,664 | $1.78M | 0.42% | +2,062+19.4% | Added |
| Washington Trust Co | 12,658 | $1.78M | 0.08% | −1,071−7.8% | Reduced |
| Brown Miller Wealth Management, LLC | 12,644 | $1.77M | 0.99% | +4,015+46.5% | Added |
| Aull & Monroe Investment Management Corp | 12,605 | $1.77M | 0.92% | 00.0% | Unchanged |
| Private Capital Management, LLC | 12,585 | $1.77M | 0.21% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 12,569 | $1.76M | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 12,562 | $1.76M | 0.12% | +902+7.7% | Added |
| Culbertson A N & Co Inc | 12,521 | $1.76M | 0.35% | −92−0.7% | Reduced |
| Disciplined Equity Management, Inc. | 12,514 | $1.76M | 1.47% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,501 | $1.75M | 0.12% | +303+2.5% | Added |
| TCM Advisors, LLC | – | $1.75M | 1.57% | – | – |
| NBC Securities, Inc. | 12,383 | $1.74M | 0.19% | +12,383 | New |
| Intrust Bank NA | 12,377 | $1.74M | 0.22% | +851+7.4% | Added |
| Valicenti Advisory Services Inc | 12,361 | $1.73M | 0.59% | +30+0.2% | Added |
| Key Client Fiduciary Advisors, LLC | 12,338 | $1.73M | 1.06% | +27+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,219 | $1.71M | 0.22% | −42−0.3% | Reduced |
| WBI Investments | 12,194 | $1.71M | 0.34% | −8,195−40.2% | Reduced |
| Empower Advisory Group, LLC | 12,191 | $1.71M | 0.01% | +297+2.5% | Added |
| ORG Partners LLC | 12,185 | $1.71M | 0.51% | −307−2.5% | Reduced |
| Allegheny Financial Group LTD | 12,131 | $1.70M | 0.64% | +505+4.3% | Added |
| Cooper Financial Group | 12,119 | $1.70M | 0.41% | +242+2.0% | Added |
| Zhang Financial LLC | 12,003 | $1.68M | 0.17% | −2,399−16.7% | Reduced |
| Congress Wealth Management LLC | 11,973 | $1.68M | 0.03% | +1,501+14.3% | Added |
| Morningstar Investment Management LLC | 11,927 | $1.67M | 0.23% | −75−0.6% | Reduced |
| Sage Investment Advisers LLC | 11,908 | $1.67M | 2.29% | +231+2.0% | Added |
| Gifford Fong Associates | 11,900 | $1.67M | 0.40% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,878 | $1.67M | 0.07% | +152+1.3% | Added |
| O'Rourke & Company, Inc | 11,855 | $1.66M | 1.21% | +107+0.9% | Added |
| Private Trust Co NA | 11,815 | $1.66M | 0.22% | +627+5.6% | Added |
| Cornerstone Wealth Management, LLC | 11,784 | $1.65M | 0.16% | −221−1.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,772 | $1.65M | 0.07% | +344+3.0% | Added |
| Ronald Blue Trust, Inc. | 12,328 | $1.65M | 0.03% | +484+4.1% | Added |
| Matthew Goff Investment Advisor, LLC | 11,735 | $1.65M | 0.40% | −92−0.8% | Reduced |
| Ontario Teachers Pension Plan Board | 11,735 | $1.65M | 0.02% | +5,035+75.1% | Added |
| LVM Capital Management Ltd | 11,709 | $1.64M | 0.23% | −1,825−13.5% | Reduced |
| DT Investment Partners, LLC | 11,665 | $1.64M | 0.20% | +51+0.4% | Added |
| Lion Street Advisors, LLC | 11,656 | $1.64M | 0.53% | +2,767+31.1% | Added |
| SRN Advisors, LLC | 11,622 | $1.63M | 1.62% | +504+4.5% | Added |
| Ceera Investments, LLC | 11,613 | $1.63M | 0.89% | 00.0% | Unchanged |
| Essex LLC | 11,602 | $1.63M | 0.46% | +1,365+13.3% | Added |
| Dividend Assets Capital, LLC | 11,599 | $1.63M | 0.34% | −79−0.7% | Reduced |
| Aries Wealth Management | 11,662 | $1.62M | 0.64% | +25+0.2% | Added |
| Griffin Asset Management, Inc. | 11,538 | $1.62M | 0.23% | +57+0.5% | Added |
| Transatlantique Private Wealth LLC | 11,589 | $1.61M | 0.86% | −50.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,423 | $1.60M | 0.14% | +1,044+10.1% | Added |
| Belvedere Trading LLC | 11,419 | $1.60M | 0.21% | +11,419 | New |
| South Dakota Investment Council | 11,414 | $1.60M | 0.04% | +914+8.7% | Added |
| Tower Bridge Advisors | 11,399 | $1.60M | 0.15% | −670−5.6% | Reduced |
| Nwam LLC | 11,363 | $1.59M | 0.16% | −4,250−27.2% | Reduced |
| Founders Financial Securities LLC | 11,312 | $1.59M | 0.21% | −33−0.3% | Reduced |
| Pinnacle Holdings, LLC | 11,293 | $1.58M | 0.74% | −1,094−8.8% | Reduced |
| St Germain D J Co Inc | 11,283 | $1.58M | 0.09% | −134−1.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 11,280 | $1.58M | 0.88% | −388−3.3% | Reduced |
| Bellecapital International Ltd. | 11,265 | $1.58M | 0.40% | −41−0.4% | Reduced |
| First National Bank of Omaha | 11,248 | $1.58M | 0.10% | −100−0.9% | Reduced |
| Lantz Financial LLC | 11,238 | $1.58M | 0.63% | +521+4.9% | Added |
| Hedges Asset Management LLC | 11,200 | $1.57M | 1.37% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 11,122 | $1.56M | 1.75% | −39−0.3% | Reduced |
| Focused Wealth Management, Inc | 11,130 | $1.56M | 0.28% | −197−1.7% | Reduced |
| Donaldson Capital Management, LLC | 11,127 | $1.56M | 0.07% | +805+7.8% | Added |