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 |
|---|---|---|---|---|---|
| Reliant Investment Management, LLC | 3,800 | $533.1K | 0.31% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,798 | $532.8K | 0.07% | +207+5.8% | Added |
| Prosperity Consulting Group, LLC | 3,796 | $532.6K | 0.24% | +3,796 | New |
| Gilbert & Cook, Inc. | 3,791 | $531.9K | 0.08% | +271+7.7% | Added |
| Firestone Capital Management | 3,786 | $531.2K | 0.18% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 3,782 | $530.6K | 0.56% | −6−0.2% | Reduced |
| Landmark Financial Advisors, LLC | 3,762 | $527.8K | 0.21% | +100+2.7% | Added |
| WMS Partners, LLC | 3,761 | $527.7K | 0.04% | −74−1.9% | Reduced |
| Roth Financial Partners LLC | 3,751 | $526.3K | 0.33% | −101−2.6% | Reduced |
| Accuvest Global Advisors | 3,750 | $526.0K | 0.29% | −461−10.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,729 | $523.2K | 0.26% | +51+1.4% | Added |
| Gradient Investments LLC | 3,725 | $522.6K | 0.01% | −61−1.6% | Reduced |
| Colonial Trust Co | 3,724 | $522.5K | 0.13% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,722 | $522.2K | 0.04% | +140+3.9% | Added |
| Quintet Private Bank (Europe) S.A. | 3,720 | $521.9K | 0.03% | −6,486−63.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,715 | $521.2K | 0.15% | −30−0.8% | Reduced |
| Weil Company, Inc. | 3,701 | $519.2K | 0.26% | −10.0% | Reduced |
| Dopkins Wealth Management, LLC | 3,700 | $519.1K | 0.39% | +3,700 | New |
| Planned Solutions, Inc. | 3,687 | $517.3K | 0.31% | −148−3.9% | Reduced |
| Zions Bancorporation, N.A. | 3,686 | $517.1K | 0.05% | −39−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,686 | $517.1K | 0.05% | +208+6.0% | Added |
| Telos Capital Management, Inc. | 3,683 | $516.7K | 0.07% | −22−0.6% | Reduced |
| Greenfield Savings Bank | 3,681 | $516.4K | 0.32% | −42−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,680 | $516.3K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,672 | $515.0K | 0.08% | +111+3.1% | Added |
| E&G Advisors, LP | 3,670 | $514.9K | 0.19% | −80−2.1% | Reduced |
| FourThought Financial Partners, LLC | 3,663 | $513.9K | 0.07% | +191+5.5% | Added |
| Kendall Capital Management | 3,653 | $513.0K | 0.23% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,642 | $511.0K | 0.08% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 3,640 | $510.7K | 0.27% | +9+0.2% | Added |
| Boston Trust Walden Corp | 3,637 | $510.3K | 0.00% | −100−2.7% | Reduced |
| Conning Inc. | 3,636 | $510.1K | 0.02% | +100+2.8% | Added |
| WBH Advisory Inc | 3,631 | $509.4K | 0.06% | +10.0% | Added |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $509.0K | 0.20% | +84+2.4% | Added |
| Capital Market Strategies LLC | 3,596 | $504.8K | 0.50% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,590 | $504.0K | 0.26% | −58−1.6% | Reduced |
| Smith, Salley & Associates | 3,586 | $503.1K | 0.04% | +806+29.0% | Added |
| Bouchey Financial Group Ltd | 3,584 | $502.9K | 0.06% | +1,178+49.0% | Added |
| LMG Wealth Partners, LLC | 3,584 | $502.8K | 0.15% | +90+2.6% | Added |
| Summit Wealth Partners, LLC | 3,583 | $502.7K | 0.13% | −904−20.1% | Reduced |
| Quent Capital, LLC | 3,574 | $501.4K | 0.08% | +68+1.9% | Added |
| Missouri Trust & Investment Co | 3,572 | $501.2K | 0.23% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 3,567 | $500.4K | 0.25% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,508 | $500.3K | 0.03% | −231−6.2% | Reduced |
| Alpha Cubed Investments, LLC | 3,556 | $498.9K | 0.03% | +58+1.7% | Added |
| Selway Asset Management | 3,550 | $498.1K | 0.23% | 00.0% | Unchanged |
| Gs Investments, Inc. | 3,550 | $498.1K | 0.28% | 00.0% | Unchanged |
| First Personal Financial Services | 3,544 | $497.2K | 0.13% | +681+23.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,507 | $497.0K | 0.27% | +3,507 | New |
| Boston Family Office LLC | 3,532 | $495.0K | 0.04% | +194+5.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 3,524 | $494.4K | 0.25% | +24+0.7% | Added |
| Trinity Legacy Partners, LLC | 3,523 | $494.3K | 0.17% | −200−5.4% | Reduced |
| Dana Investment Advisors, Inc. | 3,523 | $494.3K | 0.03% | −90−2.5% | Reduced |
| Somerville Kurt F | 3,512 | $492.7K | 0.10% | −500−12.5% | Reduced |
| LCNB Corp | 3,510 | $492.5K | 0.22% | −20−0.6% | Reduced |
| Boit C F David | 3,496 | $492.2K | 0.34% | 00.0% | Unchanged |
| First National Corp | 3,500 | $491.1K | 0.13% | −430−10.9% | Reduced |
| State Farm Mutual Automobile Insurance Co | 3,500 | $491.1K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $491.1K | 0.09% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,499 | $490.8K | 0.10% | +16+0.5% | Added |
| Bedel Financial Consulting Inc | 3,499 | $490.8K | 0.10% | +3,499 | New |
| Cidel Asset Management Inc | 3,498 | $490.8K | 0.02% | −130−3.6% | Reduced |
| Wealthquest Corp | 3,488 | $489.4K | 0.06% | −134−3.7% | Reduced |
| TrinityPoint Wealth, LLC | 3,481 | $488.3K | 0.10% | −37−1.1% | Reduced |
| Cohen Investment Advisors LLC | 3,471 | $487.0K | 0.39% | −218−5.9% | Reduced |
| First Command Advisory Services, Inc. | 3,467 | $486.4K | 0.01% | +3,465+173,250.0% | Added |
| Terra Nova Asset Management LLC | 3,610 | $483.1K | 0.44% | 00.0% | Unchanged |
| SMART Wealth LLC | 3,428 | $480.9K | 0.36% | +11+0.3% | Added |
| Baron Financial Group, LLC | 3,428 | $480.9K | 0.31% | +6+0.2% | Added |
| Nemes Rush Group LLC | 3,425 | $480.5K | 0.09% | −1,705−33.2% | Reduced |
| New Capital Management LP | 3,425 | $480.5K | 0.17% | +3,425 | New |
| Destination Wealth Management | 3,424 | $480.3K | 0.02% | −1,836−34.9% | Reduced |
| Earnest Partners LLC | 3,422 | $480.1K | 0.00% | −60−1.7% | Reduced |
| Centaurus Financial, Inc. | 3,424 | $480.0K | 0.04% | +208+6.5% | Added |
| Hutchinson Capital Management | 3,420 | $479.8K | 0.11% | −105−3.0% | Reduced |
| Michael S. Ryan, Inc. | 3,307 | $478.3K | 0.46% | +243+7.9% | Added |
| Virtue Capital Management, LLC | 3,562 | $478.2K | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,400 | $477.0K | 0.15% | −350−9.3% | Reduced |
| Integrated Investment Consultants, LLC | 3,396 | $476.5K | 0.17% | −264−7.2% | Reduced |
| Garrison Point Advisors, LLC | 3,395 | $476.3K | 0.37% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,388 | $475.3K | 0.43% | 00.0% | Unchanged |
| Human Investing LLC | 3,380 | $474.3K | 0.11% | −397−10.5% | Reduced |
| Two Sigma Securities, LLC | 3,379 | $474.1K | 0.02% | +1,201+55.1% | Added |
| Accredited Investors Inc. | 3,376 | $473.7K | 0.04% | +282+9.1% | Added |
| RMR Wealth Builders | 3,375 | $473.5K | 0.08% | +90+2.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,328 | $472.7K | 0.06% | +2+0.1% | Added |
| Jump Financial, LLC | 3,367 | $472.4K | 0.02% | +1,658+97.0% | Added |
| McDaniel Terry & Co | 3,365 | $472.0K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 3,355 | $470.7K | 0.13% | +67+2.0% | Added |
| Norris Perne & French LLP | 3,351 | $470.1K | 0.04% | −34−1.0% | Reduced |
| McGuire Investment Group, LLC | 3,349 | $469.9K | 0.09% | −386−10.3% | Reduced |
| Strategic Financial Concepts, LLC | 3,344 | $469.1K | 0.16% | +1,456+77.1% | Added |
| Indiana Trust & Investment Management CO | 3,340 | $468.6K | 0.24% | −100−2.9% | Reduced |
| Bank of Hawaii | 3,331 | $467.3K | 0.03% | +709+27.0% | Added |
| Klingman & Associates, LLC | 3,329 | $467.1K | 0.04% | −30−0.9% | Reduced |
| Tennessee Valley Asset Management Partners | 3,327 | $466.8K | 0.15% | +10.0% | Added |
| Private Wealth Partners, LLC | 3,318 | $465.5K | 0.04% | +50+1.5% | Added |
| Encompass Wealth Advisors, LLC | 3,315 | $465.1K | 0.15% | +186+5.9% | Added |
| Davidson Trust Co | 3,315 | $465.1K | 0.34% | −644−16.3% | Reduced |
| GDS Wealth Management | 3,305 | $463.7K | 0.07% | 00.0% | Unchanged |