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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 4,507 | $632.4K | 0.12% | +17+0.4% | Added |
| Legacy Capital Group California, Inc. | 4,499 | $631.2K | 0.27% | +15+0.3% | Added |
| Capital Management Associates | 4,500 | $631.0K | 0.93% | +4,500 | New |
| Walter & Keenan Financial Consulting Co | 4,495 | $630.6K | 0.25% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,487 | $629.5K | 0.08% | +24+0.5% | Added |
| City State Bank | 4,478 | $628.0K | 0.35% | −25−0.6% | Reduced |
| Argent Advisors, Inc. | 4,456 | $626.1K | 0.29% | +931+26.4% | Added |
| Highlander Capital Management, LLC | 4,460 | $626.0K | 0.25% | +350+8.5% | Added |
| Tradition Wealth Management, LLC | 4,437 | $623.0K | 0.07% | −430−8.8% | Reduced |
| Investment Partners, Ltd. | 4,440 | $623.0K | 0.33% | −438−9.0% | Reduced |
| BlueCrest Capital Management Ltd | 4,428 | $621.2K | 0.10% | +4,428 | New |
| Wealth Dimensions Group, Ltd. | 4,418 | $619.8K | 0.22% | +176+4.1% | Added |
| Stewart & Patten Co LLC | 4,411 | $618.9K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,407 | $618.3K | 0.29% | +1,965+80.5% | Added |
| Fortitude Advisory Group L.L.C. | 4,401 | $617.4K | 0.42% | +442+11.2% | Added |
| Paradigm Capital Management Inc | 4,400 | $617.3K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,394 | $616.5K | 0.01% | +335+8.3% | Added |
| Matrix Private Capital Group LLC | 4,393 | $616.3K | 0.46% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 4,391 | $616.1K | 0.10% | +837+23.6% | Added |
| CoreFirst Bank & Trust | 4,390 | $615.9K | 0.44% | −21−0.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,385 | $615.3K | 0.18% | +7+0.2% | Added |
| Schmidt P J Investment Management Inc | 4,455 | $614.8K | 0.13% | −219−4.7% | Reduced |
| ABLE Financial Group, LLC | 4,346 | $609.7K | 0.30% | −7,786−64.2% | Reduced |
| Addison Advisors LLC | 4,341 | $609.0K | 0.28% | +91+2.1% | Added |
| Annex Advisory Services, LLC | 4,323 | $606.6K | 0.04% | +49+1.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,320 | $606.1K | 0.40% | 00.0% | Unchanged |
| Bank of New Hampshire | 4,318 | $605.8K | 0.18% | −25−0.6% | Reduced |
| Boothbay Fund Management, LLC | 4,299 | $603.1K | 0.02% | −1,734−28.7% | Reduced |
| Amplius Wealth Advisors, LLC | 4,296 | $602.7K | 0.08% | +23+0.5% | Added |
| Independence Bank of Kentucky | 4,279 | $600.3K | 0.25% | −2,400−35.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 4,275 | $599.8K | 0.47% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,270 | $599.1K | 0.18% | −1,081−20.2% | Reduced |
| Penbrook Management LLC | 4,250 | $596.3K | 0.44% | +150+3.7% | Added |
| BluePath Capital Management, LLC | 4,247 | $595.9K | 0.55% | +4,247 | New |
| Icon Wealth Partners, LLC | 4,243 | $595.4K | 0.07% | +8+0.2% | Added |
| Israel Discount Bank of New York | 4,234 | $594.0K | 0.49% | −50−1.2% | Reduced |
| Insigneo Advisory Services, LLC | 4,222 | $592.4K | 0.12% | −2,344−35.7% | Reduced |
| Retirement Investment Advisors, Inc. | 4,220 | $592.1K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,201 | $589.4K | 0.05% | −36−0.8% | Reduced |
| Silver Oak Securities, Inc | 4,198 | $589.0K | 0.13% | +716+20.6% | Added |
| Invictus Private Wealth, LLC | 4,198 | $589.0K | 0.06% | −20.0% | Reduced |
| Piscataqua Savings Bank | 4,197 | $588.8K | 0.51% | +50+1.2% | Added |
| Inceptionr LLC | 4,194 | $588.4K | 0.33% | −997−19.2% | Reduced |
| Telemus Capital, LLC | 4,193 | $588.3K | 0.05% | −21−0.5% | Reduced |
| Fenimore Asset Management Inc | 4,190 | $587.9K | 0.02% | −500−10.7% | Reduced |
| Heritage Wealth Advisors | 4,172 | $585.3K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 4,169 | $585.0K | 0.17% | −568−12.0% | Reduced |
| Benjamin Edwards Inc | 4,160 | $584.0K | 0.14% | −225−5.1% | Reduced |
| City Holding Co | 4,150 | $582.2K | 0.10% | −131−3.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,146 | $581.7K | 0.28% | +8+0.2% | Added |
| Berkshire Bank | 4,145 | $581.5K | 0.17% | +176+4.4% | Added |
| Carlson Capital Management | 4,142 | $581.1K | 0.03% | +98+2.4% | Added |
| Institute for Wealth Management, LLC. | 4,136 | $580.2K | 0.11% | −78−1.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,120 | $578.0K | 0.03% | +987+31.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,112 | $576.9K | 0.09% | +14+0.3% | Added |
| Washington Trust Bank | 4,092 | $574.1K | 0.06% | −55−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,091 | $574.0K | 0.12% | +158+4.0% | Added |
| Osborne Partners Capital Management, LLC | 4,084 | $573.0K | 0.04% | +20+0.5% | Added |
| Investment House LLC | 4,075 | $571.7K | 0.05% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 4,061 | $569.8K | 0.04% | +2,200+118.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,055 | $568.9K | 0.28% | +5+0.1% | Added |
| Morris Retirement Advisors, LLC | 4,049 | $568.0K | 0.41% | +1,302+47.4% | Added |
| King Wealth | 4,035 | $566.0K | 0.12% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 4,011 | $562.7K | 0.07% | −5−0.1% | Reduced |
| CRA Financial Services, LLC | 4,010 | $562.7K | 0.15% | +46+1.2% | Added |
| Signature Wealth Management Partners, LLC | 4,006 | $562.0K | 0.55% | +200+5.3% | Added |
| Old North State Trust, LLC | 4,004 | $562.0K | 0.44% | −18−0.4% | Reduced |
| YHB Investment Advisors, Inc. | 3,998 | $560.9K | 0.05% | −48−1.2% | Reduced |
| Everett Harris & Co | 3,997 | $560.8K | 0.01% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,996 | $560.7K | 0.18% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,996 | $560.6K | 0.35% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 3,990 | $559.8K | 0.15% | −65−1.6% | Reduced |
| Tradewinds, LLC. | 3,970 | $557.0K | 0.33% | −18−0.5% | Reduced |
| TCG Advisory Services, LLC | 3,959 | $555.5K | 0.09% | +944+31.3% | Added |
| Bond & Devick Financial Network, Inc. | 3,955 | $554.9K | 0.36% | −200−4.8% | Reduced |
| Sovereign Financial Group, Inc. | 3,949 | $554.1K | 0.20% | −233−5.6% | Reduced |
| Wealthsource Partners, LLC | 3,942 | $553.1K | 0.04% | +271+7.4% | Added |
| PDS Planning, Inc | 3,933 | $551.8K | 0.07% | −212−5.1% | Reduced |
| Archer Investment Corp | 3,922 | $550.3K | 0.19% | +79+2.1% | Added |
| Intrua Financial, LLC | 3,920 | $549.9K | 0.10% | −24−0.6% | Reduced |
| New Hampshire Trust | 3,901 | $547.3K | 0.15% | +20+0.5% | Added |
| LifeGuide Financial Advisors, LLC | 3,892 | $546.1K | 0.32% | −76−1.9% | Reduced |
| Everhart Financial Group, Inc. | 3,887 | $545.4K | 0.23% | +390+11.2% | Added |
| Desjardins Global Asset Management Inc. | 3,886 | $545.2K | 0.06% | +82+2.2% | Added |
| Hengehold Capital Management LLC | 3,883 | $544.8K | 0.07% | −441−10.2% | Reduced |
| Hemenway Trust Co LLC | 3,880 | $544.4K | 0.06% | −16−0.4% | Reduced |
| Baker Boyer National Bank | 3,875 | $543.7K | 0.22% | +350+9.9% | Added |
| Capital Advisors, Ltd. LLC | 3,871 | $543.0K | 0.08% | −124−3.1% | Reduced |
| Northeast Financial Consultants Inc | 3,865 | $542.2K | 0.03% | +4+0.1% | Added |
| Congress Park Capital LLC | 3,863 | $542.0K | 0.31% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,855 | $540.9K | 0.27% | +7+0.2% | Added |
| Norwood Financial Corp | 3,850 | $540.1K | 0.87% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,848 | $539.9K | 0.06% | −37−1.0% | Reduced |
| McAdam, LLC | 3,842 | $539.0K | 0.04% | +524+15.8% | Added |
| Valmark Advisers, Inc. | 3,836 | $538.2K | 0.01% | +152+4.1% | Added |
| Wealth Architects, LLC | 3,826 | $536.8K | 0.09% | +168+4.6% | Added |
| Harvest Portfolios Group Inc. | 3,818 | $535.7K | 0.03% | −109−2.8% | Reduced |
| Wealth Quarterback LLC | 3,816 | $535.4K | 0.46% | −16−0.4% | Reduced |
| Wimmer Associates 1, LLC | 3,813 | $534.9K | 0.33% | +240+6.7% | Added |
| Wallace Advisory Group, LLC | 3,993 | $534.3K | 0.38% | +32+0.8% | Added |