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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 7,446 | $1.04M | 0.05% | −220−2.9% | Reduced |
| Day & Ennis, LLC | 7,422 | $1.04M | 0.39% | −449−5.7% | Reduced |
| FinTrust Capital Advisors, LLC | 7,389 | $1.04M | 0.23% | +5,290+252.0% | Added |
| Meridian Management Co | 7,388 | $1.04M | 0.34% | +63+0.9% | Added |
| V-Square Quantitative Management LLC | 7,383 | $1.04M | 0.46% | +1,883+34.2% | Added |
| Advisory Alpha, LLC | 7,356 | $1.03M | 0.05% | +3,361+84.1% | Added |
| Abn Amro Investment Solutions | 7,325 | $1.03M | 0.02% | +180+2.5% | Added |
| Whitener Capital Management, Inc. | 7,303 | $1.02M | 0.41% | +120+1.7% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 7,280 | $1.02M | 1.32% | −3,496−32.4% | Reduced |
| Private Advisory Group LLC | 7,279 | $1.02M | 0.20% | −219−2.9% | Reduced |
| Chicago Partners Investment Group LLC | 7,470 | $1.02M | 0.05% | −443−5.6% | Reduced |
| Range Financial Group LLC | 7,258 | $1.02M | 0.67% | −166−2.2% | Reduced |
| Clarius Group, LLC | 7,255 | $1.02M | 0.10% | −1,917−20.9% | Reduced |
| Papp L Roy & Associates | 7,249 | $1.02M | 0.14% | −35−0.5% | Reduced |
| Thrive Wealth Management, LLC | 7,247 | $1.02M | 0.27% | +60+0.8% | Added |
| Adviser Investments LLC | 7,246 | $1.02M | 0.02% | +2,180+43.0% | Added |
| 1620 Investment Advisors, Inc. | 7,236 | $1.02M | 1.18% | −351−4.6% | Reduced |
| Gratus Capital LLC | 7,230 | $1.01M | 0.07% | +1,061+17.2% | Added |
| Capricorn Fund Managers Ltd | 7,204 | $1.01M | 0.35% | +3,704+105.8% | Added |
| Warner Financial, Inc | 7,190 | $1.01M | 0.67% | +5+0.1% | Added |
| Capital Asset Advisory Services LLC | 7,032 | $1.01M | 0.07% | +890+14.5% | Added |
| Anchor Investment Management, LLC | 7,165 | $1.01M | 0.13% | +188+2.7% | Added |
| Laurel Wealth Advisors LLC | 7,161 | $1.00M | 0.21% | −93−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 7,150 | $1.00M | 0.13% | +204+2.9% | Added |
| Northeast Investment Management | 7,127 | $999.9K | 0.06% | −104−1.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,126 | $999.8K | 0.64% | +30+0.4% | Added |
| Financial Advisory Service, Inc. | 7,125 | $999.6K | 0.11% | −1,509−17.5% | Reduced |
| Webster Bank, N. A. | 7,069 | $991.8K | 0.13% | +165+2.4% | Added |
| Kovack Advisors, Inc. | 7,057 | $990.2K | 0.14% | +198+2.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,053 | $989.5K | 0.17% | +4,072+136.6% | Added |
| Pettyjohn, Wood & White, Inc | 7,035 | $987.1K | 0.23% | +250+3.7% | Added |
| Appleton Partners Inc | 7,032 | $987.0K | 0.09% | −911−11.5% | Reduced |
| Plancorp, LLC | 7,029 | $986.2K | 0.05% | +1,106+18.7% | Added |
| Rossmore Private Capital | 7,015 | $984.2K | 0.15% | −178−2.5% | Reduced |
| Canada Pension Plan Investment Board | 7,010 | $983.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,007 | $983.2K | 0.10% | +2,089+42.5% | Added |
| Portman Square Capital LLP | 7,007 | $983.1K | 0.14% | +7,007 | New |
| Twin Focus Capital Partners, LLC | 7,000 | $982.1K | 0.22% | −643−8.4% | Reduced |
| Wedmont Private Capital | 6,877 | $978.0K | 0.10% | +1,300+23.3% | Added |
| Etesian Wealth Advisors, Inc. | 6,967 | $977.5K | 0.66% | −11−0.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 6,957 | $976.1K | 0.74% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 6,520 | $971.6K | 0.36% | −6,395−49.5% | Reduced |
| Ironwood Investment Management LLC | 6,924 | $971.4K | 0.59% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 6,923 | $971.3K | 0.35% | −23−0.3% | Reduced |
| Mystic Asset Management, Inc. | 6,902 | $968.3K | 0.54% | +50+0.7% | Added |
| Fort Sheridan Advisors LLC | 6,886 | $966.1K | 0.22% | 00.0% | Unchanged |
| Straight Path Wealth Management | 6,886 | $966.1K | 0.65% | +200+3.0% | Added |
| Parcion Private Wealth LLC | 6,874 | $964.4K | 0.10% | +574+9.1% | Added |
| Trustco Bank Corp N Y | 6,869 | $963.7K | 1.10% | −20−0.3% | Reduced |
| Monetary Management Group Inc | 6,832 | $958.5K | 0.32% | −6,470−48.6% | Reduced |
| Provenance Wealth Advisors, LLC | 6,815 | $956.1K | 0.15% | +6,815 | New |
| Washington Capital Management Inc | 6,810 | $955.4K | 0.88% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6,808 | $955.2K | 0.04% | −490−6.7% | Reduced |
| Equitable Trust Co | 6,792 | $952.9K | 0.08% | +72+1.1% | Added |
| Core Wealth Partners LLC | 6,778 | $950.8K | 0.86% | +1,107+19.5% | Added |
| Albion Financial Group | 6,774 | $950.5K | 0.09% | −25,824−79.2% | Reduced |
| Jeppson Wealth Management, LLC | 6,727 | $943.8K | 0.43% | +37+0.6% | Added |
| Operose Advisors LLC | 6,709 | $941.3K | 0.37% | +1,905+39.7% | Added |
| First County Bank | 6,707 | $941.0K | 0.49% | +881+15.1% | Added |
| First National Bank & Trust Co of Newtown | 6,684 | $937.8K | 0.21% | −90−1.3% | Reduced |
| Financial Partners Group, LLC | 6,676 | $936.7K | 0.45% | −119−1.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,673 | $936.2K | 0.04% | +4,526+210.8% | Added |
| Prostatis Group LLC | 6,736 | $934.1K | 0.46% | −811,726−99.2% | Reduced |
| Woodline Partners LP | 6,645 | $932.3K | 0.01% | −54,956−89.2% | Reduced |
| Graham Capital Management, L.P. | 6,638 | $931.3K | 0.03% | −113,580−94.5% | Reduced |
| Carl P. Sherr & Co., LLC | 6,630 | $930.2K | 0.63% | +152+2.3% | Added |
| Aspen Investment Management Inc | 6,605 | $926.0K | 0.56% | +3,205+94.3% | Added |
| Citizens National Bank Trust Department | 6,555 | $919.7K | 0.25% | −6−0.1% | Reduced |
| Naviter Wealth, LLC | 6,553 | $919.4K | 0.22% | +274+4.4% | Added |
| Hexagon Capital Partners LLC | 6,547 | $918.5K | 0.24% | +805+14.0% | Added |
| Steel Peak Wealth Management LLC | 6,535 | $916.9K | 0.06% | −35,596−84.5% | Reduced |
| Strategic Blueprint, LLC | 6,529 | $916.0K | 0.08% | −255−3.8% | Reduced |
| Atlas Capital Advisors LLC | 6,527 | $915.7K | 0.15% | −64−1.0% | Reduced |
| Invst, LLC | 6,509 | $913.2K | 0.13% | +61+0.9% | Added |
| Cascade Investment Group, Inc. | 6,497 | $911.6K | 0.86% | −85−1.3% | Reduced |
| ProVise Management Group, LLC | 6,484 | $909.7K | 0.08% | −4,613−41.6% | Reduced |
| Northern Financial Advisors Inc | 6,419 | $900.7K | 0.82% | +423+7.1% | Added |
| TBH Global Asset Management, LLC | 6,417 | $900.3K | 0.17% | −127−1.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,405 | $898.6K | 0.52% | −750−10.5% | Reduced |
| Perfromance Wealth Partners, LLC | 6,403 | $898.3K | 0.04% | −32−0.5% | Reduced |
| Sound Financial Strategies Group, LLC | 6,393 | $896.9K | 0.74% | −447−6.5% | Reduced |
| M. Kraus & Co | 6,387 | $896.1K | 0.32% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,376 | $894.6K | 0.27% | −5,787−47.6% | Reduced |
| Peoples Financial Services Corp. | 6,332 | $888.4K | 0.42% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 6,330 | $888.1K | 0.50% | +6,330 | New |
| Wealth Management Associates, Inc. | 6,327 | $887.7K | 0.52% | −385−5.7% | Reduced |
| Stokes Family Office, LLC | 6,322 | $887.0K | 0.10% | −431−6.4% | Reduced |
| Investors Research Corp | 6,315 | $886.0K | 0.23% | +353+5.9% | Added |
| Koshinski Asset Management, Inc. | 6,307 | $884.9K | 0.10% | +170+2.8% | Added |
| Cable Hill Partners, LLC | 6,293 | $882.9K | 0.12% | +864+15.9% | Added |
| IVC Wealth Advisors LLC | 6,289 | $882.3K | 0.59% | +80+1.3% | Added |
| Bramshill Investments, LLC | 6,284 | $881.6K | 0.10% | −14,877−70.3% | Reduced |
| Tobam | 6,273 | $880.0K | 0.07% | −560−8.2% | Reduced |
| Cobblestone Capital Advisors LLC | 6,269 | $879.5K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 6,269 | $879.5K | 0.18% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 6,266 | $879.1K | 0.75% | +3,399+118.6% | Added |
| Manchester Capital Management LLC | 6,265 | $879.0K | 0.13% | +296+5.0% | Added |
| Hodges Capital Management Inc. | 6,250 | $877.0K | 0.10% | +6,250 | Added |
| StoneX Group Inc. | 6,219 | $872.5K | 0.09% | −705−10.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,191 | $868.7K | 0.11% | +3,636+142.3% | Added |