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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 6,188 | $868.2K | 0.14% | +198+3.3% | Added |
| First National Bank | 6,187 | $868.0K | 0.76% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,183 | $867.5K | 0.20% | +3,036+96.5% | Added |
| Harbour Investments, Inc. | 6,151 | $863.0K | 0.04% | +5,490+830.6% | Added |
| High Net Worth Advisory Group LLC | 6,141 | $861.6K | 0.35% | +250+4.2% | Added |
| Patten Group, Inc. | 6,126 | $859.5K | 0.26% | −142−2.3% | Reduced |
| Roffman Miller Associates Inc | 6,110 | $857.3K | 0.07% | +770+14.4% | Added |
| Laidlaw Wealth Management LLC | 6,106 | $856.6K | 0.28% | −1,676−21.5% | Reduced |
| Vaughan & Co Securities, Inc. | 6,103 | $856.3K | 0.64% | 00.0% | Unchanged |
| Delta Asset Management LLC | 6,096 | $855.3K | 0.09% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 6,096 | $855.2K | 0.47% | +223+3.8% | Added |
| Monte Financial Group, LLC | 6,086 | $853.8K | 0.43% | −141−2.3% | Reduced |
| Inscription Capital, LLC | 6,077 | $852.6K | 0.28% | −955−13.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,075 | $852.0K | 0.84% | +340+5.9% | Added |
| Massmutual Trust Co FSB | 6,059 | $850.1K | 0.03% | +119+2.0% | Added |
| Founders Financial Alliance, LLC | 6,056 | $849.6K | 0.37% | −147−2.4% | Reduced |
| Berkshire Asset Management LLC | 6,049 | $848.6K | 0.05% | +17+0.3% | Added |
| Coco Enterprises, LLC | 6,035 | $846.8K | 0.68% | −53−0.9% | Reduced |
| Lloyd Advisory Services, LLC. | 6,033 | $846.4K | 0.28% | +6,033 | New |
| Norden Group LLC | 6,033 | $846.4K | 0.28% | +6,033 | New |
| Granite Investment Partners, LLC | 6,028 | $845.7K | 0.04% | −125−2.0% | Reduced |
| Summit Asset Management, LLC | 6,019 | $844.4K | 0.23% | −75−1.2% | Reduced |
| Quantbot Technologies LP | 6,018 | $844.3K | 0.06% | −13,763−69.6% | Reduced |
| North Star Asset Management Inc | 6,007 | $842.8K | 0.05% | −692−10.3% | Reduced |
| Waddell & Associates, LLC | 5,999 | $841.7K | 0.12% | +400+7.1% | Added |
| Roof Eidam & Maycock | 5,997 | $841.4K | 0.28% | +1,560+35.2% | Added |
| Burt Wealth Advisors | 5,995 | $841.1K | 0.26% | +20.0% | Added |
| Mork Capital Management, LLC | 5,990 | $840.4K | 0.66% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,984 | $839.6K | 0.10% | −45−0.7% | Reduced |
| Uncommon Cents Investing LLC | 5,980 | $839.0K | 0.31% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,978 | $838.7K | 0.21% | +28+0.5% | Added |
| Patten & Patten Inc | 5,977 | $838.5K | 0.07% | +1,005+20.2% | Added |
| Legacy Financial Advisors, Inc. | 5,970 | $837.6K | 0.17% | +199+3.4% | Added |
| World Equity Group, Inc. | 5,920 | $830.4K | 0.17% | +2,981+101.4% | Added |
| Harbor Investment Advisory, LLC | 5,911 | $829.4K | 0.11% | −597−9.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 5,891 | $826.5K | 0.58% | −7−0.1% | Reduced |
| Opal Wealth Advisors, LLC | 5,890 | $826.4K | 0.48% | −800−12.0% | Reduced |
| Continuum Advisory, LLC | 5,888 | $826.1K | 0.13% | +654+12.5% | Added |
| Park Edge Advisors, LLC | 5,872 | $823.9K | 0.30% | +58+1.0% | Added |
| Obsidian Personal Planning Solutions LLC | 5,869 | $823.4K | 0.70% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,865 | $822.9K | 0.03% | −501−7.9% | Reduced |
| PFG Advisors | 5,860 | $822.2K | 0.07% | −11−0.2% | Reduced |
| Heritage Trust Co | 5,856 | $821.6K | 0.13% | −50−0.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,847 | $820.3K | 0.42% | −20.0% | Reduced |
| Headinvest, LLC | 5,819 | $819.3K | 0.18% | −188−3.1% | Reduced |
| SOL Capital Management CO | 5,821 | $817.0K | 0.13% | −500−7.9% | Reduced |
| Summit Trail Advisors, LLC | 5,818 | $816.3K | 0.03% | +723+14.2% | Added |
| HBW Advisory Services LLC | 5,818 | $816.0K | 0.17% | −4,913−45.8% | Reduced |
| Renaissance Investment Group LLC | 5,813 | $815.6K | 0.23% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,809 | $815.0K | 0.04% | +269+4.9% | Added |
| Boston Financial Mangement LLC | 5,782 | $811.2K | 0.03% | +93+1.6% | Added |
| Smallwood Wealth Investment Management, LLC | 5,781 | $811.1K | 0.74% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,780 | $810.9K | 0.12% | −659−10.2% | Reduced |
| Cowa, LLC | 5,776 | $810.4K | 0.55% | +32+0.6% | Added |
| Cross Staff Investments Inc | 5,767 | $809.1K | 0.79% | −37−0.6% | Reduced |
| Summit Financial Group Inc | 5,751 | $806.9K | 0.34% | 00.0% | Unchanged |
| Wealth Alliance | 5,751 | $806.8K | 0.13% | +22+0.4% | Added |
| NorthRock Partners, LLC | 5,742 | $805.6K | 0.08% | −15−0.3% | Reduced |
| WoodTrust Financial Corp | 5,736 | $805.0K | 0.15% | +265+4.8% | Added |
| Redhawk Wealth Advisors, Inc. | 5,732 | $804.2K | 0.27% | −98−1.7% | Reduced |
| TRUE Private Wealth Advisors | 5,732 | $804.1K | 0.11% | +318+5.9% | Added |
| Empirical Asset Management, LLC | 5,728 | $803.7K | 0.70% | −205−3.5% | Reduced |
| Kades & Cheifetz LLC | 5,728 | $803.6K | 0.64% | +183+3.3% | Added |
| Bridge Creek Capital Management LLC | 5,727 | $803.5K | 0.30% | −35−0.6% | Reduced |
| Acorn Wealth Advisors, LLC | 5,720 | $802.5K | 0.53% | −183−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,711 | $801.3K | 0.01% | +5,711 | New |
| Fairfield, Bush & Co. | 5,694 | $798.8K | 0.52% | −6,200−52.1% | Reduced |
| Hoylecohen, LLC | 5,693 | $798.8K | 0.07% | −827−12.7% | Reduced |
| Simon Quick Advisors, LLC | 5,689 | $798.2K | 0.08% | +125+2.2% | Added |
| Brandywine Oak Private Wealth LLC | 5,681 | $797.0K | 0.09% | −140−2.4% | Reduced |
| NewEdge Wealth, LLC | 5,663 | $794.5K | 0.03% | +193+3.5% | Added |
| Pekin Hardy Strauss, Inc. | 5,661 | $794.2K | 0.13% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,648 | $792.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 5,607 | $786.7K | 0.09% | −900−13.8% | Reduced |
| Claro Advisors LLC | 5,604 | $786.2K | 0.20% | −1,257−18.3% | Reduced |
| Glassman Wealth Services | 5,594 | $784.8K | 0.13% | +92+1.7% | Added |
| Benin Management CORP | 5,593 | $784.7K | 0.29% | +100+1.8% | Added |
| Coastal Bridge Advisors, LLC | 5,574 | $782.0K | 0.21% | +23+0.4% | Added |
| Dakota Wealth Management | 5,536 | $776.7K | 0.03% | +1,492+36.9% | Added |
| Grandview Asset Management LLC | 5,513 | $773.0K | 0.44% | +5,513 | New |
| Armstrong, Fleming & Moore, Inc | 5,505 | $772.4K | 0.75% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 5,505 | $772.0K | 0.85% | +75+1.4% | Added |
| Toews Corp | 5,500 | $771.6K | 0.47% | +5,500 | New |
| Mill Capital Management, LLC | 5,465 | $766.7K | 0.07% | −1,733−24.1% | Reduced |
| LexAurum Advisors, LLC | 5,454 | $765.2K | 0.22% | +5,454 | New |
| Insight Advisors, LLC | 5,449 | $764.5K | 0.18% | −207−3.7% | Reduced |
| Private Portfolio Partners LLC | 5,445 | $764.0K | 0.20% | +225+4.3% | Added |
| Clear Creek Financial Management, LLC | 5,439 | $764.0K | 0.13% | −3−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 5,423 | $760.8K | 0.07% | +801+17.3% | Added |
| Marcum Wealth, LLC | 5,418 | $760.2K | 0.09% | +13+0.2% | Added |
| Miracle Mile Advisors, LLC | 5,407 | $758.6K | 0.02% | −4,443−45.1% | Reduced |
| MBA Advisors LLC | 5,403 | $758.0K | 0.47% | −901−14.3% | Reduced |
| Castle Rock Wealth Management, LLC | 5,335 | $757.7K | 0.25% | +206+4.0% | Added |
| LBMC Investment Advisors, LLC | 5,394 | $757.2K | 0.08% | +16+0.3% | Added |
| Keudell/Morrison Wealth Management | 5,380 | $754.8K | 0.23% | −800−12.9% | Reduced |
| Quadrant Capital Group LLC | 5,376 | $754.2K | 0.08% | +318+6.3% | Added |
| Bailard, Inc. | 5,372 | $753.7K | 0.02% | −741−12.1% | Reduced |
| Oak Asset Management, LLC | 5,360 | $752.0K | 0.32% | +3+0.1% | Added |
| Boltwood Capital Management | 5,350 | $750.6K | 0.28% | +230+4.5% | Added |
| Cinctive Capital Management LP | 5,348 | $750.3K | 0.04% | +5,348 | New |