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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 5,335 | $748.5K | 0.25% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,332 | $748.0K | 0.11% | +1,577+42.0% | Added |
| Roanoke Asset Management Corp | 5,325 | $747.0K | 0.31% | −120−2.2% | Reduced |
| Sawyer & Company, Inc | 5,319 | $746.0K | 0.35% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,313 | $745.4K | 0.23% | +1,545+41.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,294 | $742.8K | 0.35% | −20−0.4% | Reduced |
| Ignite Planners, LLC | 5,248 | $742.7K | 0.23% | +151+3.0% | Added |
| Norris Financial Group, LLC | 5,293 | $742.6K | 0.52% | +870+19.7% | Added |
| Baystate Wealth Management LLC | 5,292 | $742.6K | 0.06% | −718−11.9% | Reduced |
| My Legacy Advisors, LLC | 5,379 | $742.4K | 0.30% | +41+0.8% | Added |
| Sentry Investment Management LLC | 5,290 | $742.0K | 0.36% | −1,051−16.6% | Reduced |
| Clark Capital Management Group, Inc. | 5,270 | $739.4K | 0.01% | −6−0.1% | Reduced |
| ING Groep NV | 5,264 | $738.5K | 0.01% | −338,818−98.5% | Reduced |
| Impact Partnership Wealth, LLC | 5,259 | $737.8K | 0.23% | +29+0.6% | Added |
| Pitcairn Co | 5,257 | $737.6K | 0.06% | +247+4.9% | Added |
| 9258 Wealth Management, LLC | 5,246 | $736.1K | 0.14% | +20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,233 | $734.2K | 0.12% | −3−0.1% | Reduced |
| Bath Savings Trust Co | 5,230 | $733.7K | 0.09% | +15+0.3% | Added |
| Oxbow Advisors, LLC | 5,227 | $733.3K | 0.12% | −9,641−64.8% | Reduced |
| Register Financial Advisors LLC | 5,216 | $731.8K | 0.54% | −193−3.6% | Reduced |
| Legacy Advisors, LLC | 5,210 | $731.0K | 0.12% | +5,210 | New |
| Strategic Financial Services, Inc, | 5,203 | $730.0K | 0.06% | −44−0.8% | Reduced |
| Summit Financial, LLC | 5,193 | $728.6K | 0.05% | +90+1.8% | Added |
| Moss Adams Wealth Advisors LLC | 5,191 | $728.3K | 0.25% | +35+0.7% | Added |
| Palumbo Wealth Management LLC | 5,182 | $727.1K | 0.40% | +46+0.9% | Added |
| Winthrop Advisory Group LLC | 5,178 | $726.4K | 0.12% | +58+1.1% | Added |
| Roman Butler Fullerton & Co | 5,221 | $722.9K | 0.34% | −41−0.8% | Reduced |
| First Western Trust Bank | 5,148 | $722.3K | 0.04% | −3−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,148 | $722.3K | 0.03% | −2,539−33.0% | Reduced |
| United Community Bank | 5,102 | $715.8K | 0.35% | +2,987+141.2% | Added |
| Connecticut Wealth Management, LLC | 5,096 | $715.0K | 0.05% | −72−1.4% | Reduced |
| Mirador Capital Partners LP | 5,094 | $714.8K | 0.16% | +75+1.5% | Added |
| Cranbrook Wealth Management, LLC | 5,091 | $714.3K | 0.21% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,060 | $709.9K | 0.05% | −66−1.3% | Reduced |
| Beach Investment Counsel Inc | 5,054 | $709.0K | 0.09% | +151+3.1% | Added |
| SFMG, LLC | 5,051 | $708.7K | 0.07% | −545−9.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,042 | $707.4K | 0.21% | −760−13.1% | Reduced |
| S.E.E.D. Planning Group LLC | 5,038 | $706.8K | 0.27% | −446−8.1% | Reduced |
| Financial Engines Advisors L.L.C. | 5,034 | $706.2K | 0.00% | +792+18.7% | Added |
| Delta Investment Management, LLC | 5,022 | $704.6K | 0.20% | +254+5.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,008 | $702.6K | 0.34% | +12+0.2% | Added |
| JGP Wealth Management, LLC | 5,002 | $701.8K | 0.12% | −898−15.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,117 | $701.4K | 0.33% | +100+2.0% | Added |
| Heritage Financial Services, LLC | 4,998 | $701.2K | 0.14% | −130−2.5% | Reduced |
| WNY Asset Management, LLC | 4,992 | $700.4K | 0.14% | −3,840−43.5% | Reduced |
| Accurate Wealth Management, LLC | 4,989 | $700.1K | 0.22% | −380−7.1% | Reduced |
| Navellier & Associates Inc | 4,983 | $699.1K | 0.12% | +1,178+31.0% | Added |
| Campbell Wealth Management | 4,983 | $699.0K | 0.09% | +1,258+33.8% | Added |
| Oder Investment Management, LLC | 4,973 | $697.7K | 0.76% | +170+3.5% | Added |
| Grove Bank & Trust | 4,962 | $696.2K | 0.14% | −63−1.3% | Reduced |
| EPG Wealth Management LLC | 4,952 | $694.8K | 0.21% | −477−8.8% | Reduced |
| Financial Advisors, LLC | 4,934 | $692.2K | 0.17% | +2,648+115.8% | Added |
| Fairview Capital Investment Management, LLC | 4,928 | $691.4K | 0.04% | 00.0% | Unchanged |
| Iron Financial, LLC | 4,919 | $690.1K | 0.40% | +3,182+183.2% | Added |
| Atwood & Palmer Inc | 4,900 | $687.5K | 0.06% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,896 | $686.9K | 0.69% | +303+6.6% | Added |
| Prentice Wealth Management LLC | 4,893 | $686.5K | 0.31% | −34−0.7% | Reduced |
| Ategra Capital Management, LLC | 4,881 | $684.8K | 0.37% | −932−16.0% | Reduced |
| Weatherly Asset Management L. P. | 4,867 | $682.8K | 0.08% | −885−15.4% | Reduced |
| Putnam Investments LLC | 4,867 | $682.8K | 0.00% | +1,564+47.4% | Added |
| Wills Financial Group, Inc. | 4,840 | $679.1K | 0.37% | −1,690−25.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,823 | $676.7K | 0.38% | +373+8.4% | Added |
| VisionPoint Advisory Group, LLC | 4,823 | $676.7K | 0.29% | +436+9.9% | Added |
| Focus Financial Network, Inc. | 4,821 | $676.4K | 0.04% | −689−12.5% | Reduced |
| Apexium Financial, LP | 4,816 | $675.7K | 0.07% | +48+1.0% | Added |
| Capstone Financial Advisors, Inc. | 4,808 | $674.5K | 0.05% | +44+0.9% | Added |
| Tilt Investment Management Holdings, PBC | 4,801 | $673.6K | 0.48% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 4,794 | $672.7K | 0.51% | −50−1.0% | Reduced |
| First Foundation Advisors | 4,777 | $670.2K | 0.03% | −2,826−37.2% | Reduced |
| Maven Securities LTD | 4,771 | $669.4K | 0.07% | −5,095−51.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,754 | $667.0K | 0.17% | +37+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 4,754 | $667.0K | 0.08% | +168+3.7% | Added |
| TrueWealth Advisors, LLC | 4,746 | $665.9K | 0.28% | +47+1.0% | Added |
| Mather Group, LLC. | 4,746 | $665.9K | 0.01% | −31−0.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,673 | $664.1K | 0.48% | +50+1.1% | Added |
| Blossom Wealth Management | 4,729 | $663.5K | 2.12% | +25+0.5% | Added |
| S. R. Schill & Associates | 4,722 | $662.5K | 0.32% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,718 | $662.0K | 0.43% | +4,718 | New |
| Mizuho Securities Co. Ltd. | 4,710 | $660.8K | 3.09% | +4,710 | New |
| Clear Street Markets LLC | 4,700 | $659.0K | 0.46% | +3,124+198.2% | Added |
| Liberty Wealth Management LLC | 4,687 | $658.0K | 0.16% | +107+2.3% | Added |
| Grant/GrossMendelsohn, LLC | 4,665 | $654.4K | 0.28% | +22+0.5% | Added |
| Copperwynd Financial, LLC | 4,642 | $651.3K | 0.31% | −106−2.2% | Reduced |
| Certified Advisory Corp | 4,633 | $650.0K | 0.12% | −26−0.6% | Reduced |
| Port Capital LLC | 4,609 | $647.0K | 0.04% | −37−0.8% | Reduced |
| Manchester Financial Inc | 4,611 | $646.9K | 0.19% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,604 | $645.9K | 0.53% | +569+14.1% | Added |
| Boston Research & Management Inc | 4,603 | $645.0K | 0.19% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 4,588 | $643.7K | 0.32% | −20.0% | Reduced |
| Hoxton Planning & Management, LLC | 4,582 | $643.0K | 0.42% | +30+0.7% | Added |
| Stephens Consulting, LLC | 4,579 | $642.4K | 0.26% | +3,933+608.8% | Added |
| Powell Investment Advisors, LLC | 4,576 | $642.0K | 0.39% | −491−9.7% | Reduced |
| LS Investment Advisors, LLC | 4,575 | $641.9K | 0.12% | −8−0.2% | Reduced |
| NCM Capital Management, LLC | 4,551 | $638.5K | 0.45% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,540 | $636.9K | 0.15% | +1,543+51.5% | Added |
| Geller Advisors LLC | 4,539 | $636.8K | 0.07% | +216+5.0% | Added |
| AdvisorNet Financial, Inc | 4,533 | $636.0K | 0.06% | −2,344−34.1% | Reduced |
| Ti-Trust, Inc | 4,522 | $634.4K | 0.60% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,520 | $634.3K | 0.12% | +221+5.1% | Added |
| Sax Wealth Advisors, LLC | 4,517 | $633.7K | 0.12% | −191−4.1% | Reduced |