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
- 2,467
- +68 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
- 98
- 960 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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 9,015 | $1.26M | 0.12% | +977+12.2% | Added |
| Wendell David Associates Inc | 8,965 | $1.26M | 0.15% | +1,333+17.5% | Added |
| Cedar Brook Financial Partners, LLC | 8,939 | $1.25M | 0.33% | −308−3.3% | Reduced |
| Duncker Streett & Co Inc | 8,932 | $1.25M | 0.29% | 00.0% | Unchanged |
| Headlands Technologies LLC | 8,925 | $1.25M | 0.62% | +8,925 | New |
| Western Wealth Management, LLC | 8,924 | $1.25M | 0.11% | +995+12.5% | Added |
| Beaumont Financial Advisors, LLC | 8,913 | $1.25M | 0.12% | +65+0.7% | Added |
| Bahl & Gaynor Inc | 8,857 | $1.24M | 0.01% | +43+0.5% | Added |
| Zuckerman Investment Group, LLC | 8,838 | $1.24M | 0.18% | −32−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 8,822 | $1.24M | 0.12% | +4,399+99.5% | Added |
| Paradigm Asset Management Co LLC | 8,800 | $1.23M | 0.35% | −600−6.4% | Reduced |
| KCM Investment Advisors LLC | 8,789 | $1.23M | 0.05% | −564−6.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,782 | $1.23M | 0.30% | +2,174+32.9% | Added |
| Baker Tilly Wealth Management, LLC | 8,738 | $1.23M | 0.20% | −369−4.1% | Reduced |
| Slocum, Gordon & Co LLP | 8,738 | $1.23M | 1.07% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 8,736 | $1.23M | 0.65% | +7+0.1% | Added |
| Aptus Capital Advisors, LLC | 8,736 | $1.23M | 0.04% | +2,359+37.0% | Added |
| Essex Savings Bank | 8,689 | $1.22M | 0.41% | −352−3.9% | Reduced |
| Altfest L J & Co Inc | 8,688 | $1.22M | 0.19% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 8,678 | $1.22M | 0.55% | −182−2.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,661 | $1.22M | 0.41% | −600−6.5% | Reduced |
| Waldron Private Wealth LLC | 8,632 | $1.21M | 0.06% | +14+0.2% | Added |
| Nations Financial Group Inc, | 8,625 | $1.21M | 0.12% | +90+1.1% | Added |
| Cozad Asset Management Inc | 8,616 | $1.21M | 0.16% | +180+2.1% | Added |
| Forum Financial Management, LP | 8,614 | $1.21M | 0.03% | −590−6.4% | Reduced |
| CastleKnight Management LP | 8,600 | $1.21M | 0.21% | −1,900−18.1% | Reduced |
| Long Run Wealth Advisors, LLC | 8,588 | $1.20M | 0.39% | −223−2.5% | Reduced |
| Redmond Asset Management, LLC | 8,564 | $1.20M | 0.43% | +712+9.1% | Added |
| Private Asset Management Inc | 8,532 | $1.20M | 0.28% | −1,345−13.6% | Reduced |
| Steinberg Asset Management LLC | 8,505 | $1.19M | 1.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,505 | $1.19M | 0.20% | 00.0% | Unchanged |
| Howland Capital Management LLC | 8,487 | $1.19M | 0.07% | −25−0.3% | Reduced |
| Investors Asset Management of Georgia Inc | 8,451 | $1.19M | 0.66% | +730+9.5% | Added |
| Capital City Trust Co | 8,458 | $1.19M | 0.39% | −1,341−13.7% | Reduced |
| Red Spruce Capital, LLC | 8,456 | $1.19M | 0.67% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,446 | $1.18M | 0.30% | −375−4.3% | Reduced |
| Weik Capital Management | 8,370 | $1.17M | 0.58% | 00.0% | Unchanged |
| Lake Street Financial LLC | 8,288 | $1.17M | 0.21% | +1,804+27.8% | Added |
| Nichols & Pratt Advisers LLP | 8,358 | $1.17M | 0.09% | −525−5.9% | Reduced |
| Fortis Group Advisors, LLC | 8,649 | $1.17M | 0.36% | +3,980+85.2% | Added |
| Becker Capital Management Inc | 8,344 | $1.17M | 0.05% | −465−5.3% | Reduced |
| Avidian Wealth Solutions, LLC | 8,307 | $1.17M | 0.08% | −1,961−19.1% | Reduced |
| Chicago Capital, LLC | 8,302 | $1.16M | 0.05% | −100−1.2% | Reduced |
| E Fund Management Co., Ltd. | 8,268 | $1.16M | 0.09% | −438−5.0% | Reduced |
| Change Path, LLC | 8,242 | $1.16M | 0.08% | −4,884−37.2% | Reduced |
| Advisor OS, LLC | 8,239 | $1.16M | 0.17% | +860+11.7% | Added |
| Relative Value Partners Group, LLC | 8,219 | $1.15M | 0.08% | +1,586+23.9% | Added |
| Atlantic Union Bankshares Corp | 8,208 | $1.15M | 0.12% | −249−2.9% | Reduced |
| Country Club Bank | 8,117 | $1.15M | 0.09% | −2,043−20.1% | Reduced |
| Means Investment Co., Inc. | 8,177 | $1.15M | 0.19% | −69−0.8% | Reduced |
| Lakeview Capital Partners, LLC | 8,172 | $1.15M | 0.22% | −444−5.2% | Reduced |
| Gitterman Wealth Management, LLC | 8,168 | $1.15M | 0.54% | −133−1.6% | Reduced |
| Brave Asset Management Inc | 8,147 | $1.14M | 0.35% | −228−2.7% | Reduced |
| CIC Wealth, LLC | 8,142 | $1.14M | 0.41% | +5,715+235.5% | Added |
| Marco Investment Management LLC | 8,069 | $1.13M | 0.13% | −125−1.5% | Reduced |
| Allied Investment Advisors, LLC | 8,061 | $1.13M | 0.34% | −47,853−85.6% | Reduced |
| Ancora Advisors, LLC | 8,055 | $1.13M | 0.03% | −11−0.1% | Reduced |
| Northwest Bancshares, Inc. | 8,048 | $1.13M | 0.22% | −438−5.2% | Reduced |
| Selective Wealth Management, Inc. | 7,990 | $1.13M | 0.62% | −6−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 8,026 | $1.13M | 0.02% | +350+4.6% | Added |
| Hohimer Wealth Management, LLC | 8,004 | $1.12M | 0.32% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 8,001 | $1.12M | 0.30% | +159+2.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.12M | 0.42% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,952 | $1.12M | 0.09% | −684−7.9% | Reduced |
| Oak Associates, Ltd | 7,885 | $1.11M | 0.09% | −376−4.6% | Reduced |
| Gateway Investment Advisers LLC | 7,883 | $1.11M | 0.01% | −177−2.2% | Reduced |
| Donald L. Hagan, LLC | 7,844 | $1.10M | 0.66% | −260−3.2% | Reduced |
| Main Street Financial Solutions, LLC | 7,803 | $1.09M | 0.16% | +8+0.1% | Added |
| Commerzbank Aktiengesellschaft | 7,786 | $1.09M | 0.05% | −4,848−38.4% | Reduced |
| Innovis Asset Management LLC | 7,768 | $1.09M | 0.42% | −64−0.8% | Reduced |
| Exchange Bank | 7,761 | $1.09M | 1.04% | −28−0.4% | Reduced |
| Davis R M Inc | 7,757 | $1.09M | 0.03% | +251+3.3% | Added |
| Kessler Investment Group, LLC | 7,751 | $1.09M | 0.91% | +396+5.4% | Added |
| CWS Financial Advisors, LLC | 7,734 | $1.09M | 0.44% | +4+0.1% | Added |
| Venturi Wealth Management, LLC | 7,724 | $1.08M | 0.09% | +56+0.7% | Added |
| Home Federal Bank of Tennessee | 7,722 | $1.08M | 0.40% | −35−0.5% | Reduced |
| MONECO Advisors, LLC | 7,721 | $1.08M | 0.29% | +1,194+18.3% | Added |
| Penobscot Investment Management Company, Inc. | 7,719 | $1.08M | 0.15% | +619+8.7% | Added |
| Athena Investment Management | 7,700 | $1.08M | 0.77% | +173+2.3% | Added |
| Capstone Triton Financial Group, LLC | 7,699 | $1.08M | 0.79% | +123+1.6% | Added |
| BSW Wealth Partners | 7,694 | $1.08M | 0.24% | −1,681−17.9% | Reduced |
| Adirondack Trust Co | 7,642 | $1.07M | 0.54% | +1,182+18.3% | Added |
| G&S Capital LLC | 7,641 | $1.07M | 0.55% | −141−1.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,630 | $1.07M | 0.05% | +26+0.3% | Added |
| New Millennium Group LLC | 7,629 | $1.07M | 0.98% | +7,529+7,529.0% | Added |
| Marietta Investment Partners LLC | 7,626 | $1.07M | 0.30% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,619 | $1.07M | 0.14% | −48−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 7,604 | $1.07M | 0.13% | −800−9.5% | Reduced |
| Graypoint LLC | 7,585 | $1.06M | 0.10% | +3,142+70.7% | Added |
| Coastal Investment Advisors, Inc. | 7,929 | $1.06M | 0.24% | −540−6.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,546 | $1.06M | 0.25% | −274−3.5% | Reduced |
| TFG Advisers LLC | 7,538 | $1.06M | 0.50% | +786+11.6% | Added |
| Atlas Brown,Inc. | 7,522 | $1.06M | 0.48% | +562+8.1% | Added |
| Curi Capital | 7,509 | $1.05M | 0.16% | −4−0.1% | Reduced |
| Alterity Financial Group, LLC | 7,500 | $1.05M | 1.67% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7,500 | $1.05M | 0.87% | +75+1.0% | Added |
| Cornercap Investment Counsel Inc | 7,497 | $1.05M | 0.19% | +307+4.3% | Added |
| Beaton Management Co. Inc. | 7,471 | $1.05M | 0.68% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 7,468 | $1.05M | 0.36% | +7,468 | New |
| Alphadyne Asset Management LP | 7,466 | $1.05M | 0.51% | +7,466 | New |