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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 2,809 | $394.1K | 0.01% | −31,339−91.8% | Reduced |
| Northstar Advisory Group, LLC | 2,780 | $390.1K | 0.28% | +23+0.8% | Added |
| Provence Wealth Management Group | 2,775 | $389.3K | 0.24% | +524+23.3% | Added |
| Burke & Herbert Bank & Trust Co | 2,764 | $387.8K | 0.31% | −4,435−61.6% | Reduced |
| Howard Capital Management Group, LLC | 2,761 | $387.4K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,743 | $384.8K | 0.04% | −722−20.8% | Reduced |
| Northern Oak Wealth Management Inc | 2,741 | $384.6K | 0.05% | −1,487−35.2% | Reduced |
| American National Bank | 2,727 | $382.6K | 0.07% | −141−4.9% | Reduced |
| IMA Wealth, Inc. | 2,724 | $382.2K | 0.10% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 2,721 | $381.8K | 0.04% | +2,721 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,706 | $379.8K | 0.14% | +2,706 | New |
| Verus Capital Partners, LLC | 2,704 | $379.3K | 0.05% | +132+5.1% | Added |
| Eagle Capital Management LLC | 2,700 | $378.8K | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,700 | $378.8K | 0.23% | +2,700 | New |
| Breakwater Capital Group | 2,594 | $377.2K | 0.13% | −597−18.7% | Reduced |
| KPP Advisory Services LLC | 2,687 | $377.0K | 0.12% | +2,687 | New |
| TriaGen Wealth Management LLC | 2,684 | $376.6K | 0.19% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,683 | $376.4K | 0.09% | +246+10.1% | Added |
| Windsor Group LTD | 2,680 | $376.0K | 0.07% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,679 | $375.9K | 0.07% | +338+14.4% | Added |
| Visionary Wealth Advisors | 2,676 | $375.5K | 0.03% | −48−1.8% | Reduced |
| Grey Street Capital, LLC | 2,675 | $375.3K | 0.22% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,668 | $374.4K | 0.22% | +154+6.1% | Added |
| Spirit of America Management Corp | 2,668 | $374.3K | 0.08% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,656 | $372.7K | 0.22% | −57−2.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,652 | $372.1K | 0.13% | −400−13.1% | Reduced |
| Warwick Investment Management, Inc. | 2,646 | $371.2K | 0.14% | +10.0% | Added |
| Humankind Investments LLC | 2,641 | $370.5K | 0.15% | −304−10.3% | Reduced |
| Bank of Nova Scotia Trust Co | 2,640 | $370.4K | 0.04% | −100−3.6% | Reduced |
| Magnolia Capital Management Ltd | 2,637 | $370.0K | 0.36% | −1,420−35.0% | Reduced |
| Valley National Advisers Inc | 2,640 | $370.0K | 0.06% | +375+16.6% | Added |
| Virtus Investment Advisers, Inc. | 2,633 | $369.4K | 0.25% | −307−10.4% | Reduced |
| First Affirmative Financial Network | 2,628 | $368.7K | 0.36% | +191+7.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,626 | $368.4K | 0.17% | −124−4.5% | Reduced |
| ARS Investment Partners, LLC | 2,621 | $367.7K | 0.05% | +100+4.0% | Added |
| MBM Wealth Consultants, LLC | 2,650 | $366.9K | 0.16% | +49+1.9% | Added |
| L2 Asset Management, LLC | 732 | $366.5K | 0.18% | −1,615−68.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,610 | $366.2K | 0.26% | −248−8.7% | Reduced |
| Avestar Capital, LLC | 2,606 | $365.6K | 0.06% | +578+28.5% | Added |
| Chatham Capital Group, Inc. | 2,605 | $365.5K | 0.08% | +50+2.0% | Added |
| Wilson & Boucher Capital Management, LLC | 2,600 | $364.8K | 0.35% | −300−10.3% | Reduced |
| HTG Investment Advisors, Inc. | 2,600 | $364.8K | 0.29% | +2,600 | New |
| BlueSky Wealth Advisors, LLC | 2,597 | $364.3K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,596 | $364.2K | 0.05% | +10.0% | Added |
| MSH Capital Advisors LLC | 2,588 | $363.1K | 0.14% | −26,863−91.2% | Reduced |
| Center for Financial Planning, Inc. | 2,582 | $362.3K | 0.08% | +258+11.1% | Added |
| Wayfinding Financial, LLC | 2,576 | $362.0K | 0.27% | +51+2.0% | Added |
| KG&L Capital Management,LLC | 2,575 | $361.7K | 0.17% | −158−5.8% | Reduced |
| Nottingham Advisors, Inc. | 2,578 | $361.7K | 0.06% | −20−0.8% | Reduced |
| Sand Hill Global Advisors, LLC | 2,578 | $361.7K | 0.02% | −8−0.3% | Reduced |
| Genesee Capital Advisors, LLC | 2,566 | $360.0K | 0.26% | 00.0% | Unchanged |
| Coastline Trust Co | 2,563 | $359.6K | 0.05% | +560+28.0% | Added |
| Arnhold LLC | 2,561 | $359.3K | 0.04% | +150+6.2% | Added |
| Cutler Capital Management, LLC | 2,560 | $359.2K | 0.16% | −1,551−37.7% | Reduced |
| Boyd Watterson Asset Management LLC | 2,556 | $358.6K | 0.16% | −4−0.2% | Reduced |
| KFG Wealth Management, LLC | 2,553 | $358.2K | 0.19% | −182−6.7% | Reduced |
| Bigelow Investment Advisors, LLC | 2,550 | $357.8K | 0.21% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,549 | $357.6K | 0.06% | +5+0.2% | Added |
| Lakeside Advisors, INC. | 2,545 | $357.1K | 0.27% | −30−1.2% | Reduced |
| Pegasus Asset Management, Inc. | 2,544 | $356.9K | 0.17% | +30+1.2% | Added |
| Gillespie Robinson & Grimm Inc | 2,543 | $356.8K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,542 | $356.6K | 0.12% | +594+30.5% | Added |
| Grandfield & Dodd, LLC | 2,532 | $355.2K | 0.03% | −100−3.8% | Reduced |
| Creative Financial Designs Inc | 2,528 | $354.7K | 0.04% | +729+40.5% | Added |
| Pacific Global Investment Management CO | 2,528 | $354.7K | 0.08% | −100−3.8% | Reduced |
| Windsor Capital Management, LLC | 2,524 | $354.2K | 0.12% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,524 | $354.1K | 0.28% | +501+24.8% | Added |
| Trillium Asset Management, LLC | 2,526 | $354.0K | 0.01% | −120−4.5% | Reduced |
| CKW Financial Group | 2,522 | $354.0K | 0.05% | +16+0.6% | Added |
| Provident Wealth Management, LLC | 2,522 | $353.8K | 0.17% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,516 | $353.0K | 0.05% | −34−1.3% | Reduced |
| Austin Private Wealth, LLC | 2,510 | $352.1K | 0.05% | +184+7.9% | Added |
| Lodestar Private Asset Management LLC | 2,506 | $351.6K | 0.06% | −121−4.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,505 | $351.5K | 0.18% | −225−8.2% | Reduced |
| LVZ Advisors, Inc. | 2,503 | $351.2K | 0.06% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,502 | $351.0K | 0.01% | +2+0.1% | Added |
| Catalyst Financial Partners LLC | 2,502 | $351.0K | 0.11% | +226+9.9% | Added |
| Birinyi Associates Inc | 2,505 | $351.0K | 0.14% | +2+0.1% | Added |
| Imprint Wealth LLC | 2,501 | $350.9K | 0.30% | −1,641−39.6% | Reduced |
| Acropolis Investment Management, LLC | 2,499 | $350.6K | 0.03% | −101−3.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,498 | $350.5K | 0.05% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,485 | $348.6K | 0.30% | −3−0.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,485 | $348.6K | 0.03% | +47+1.9% | Added |
| Country Trust Bank | 2,483 | $348.4K | 0.01% | +101+4.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,477 | $347.5K | 0.08% | +142+6.1% | Added |
| Builder Investment Group Inc | 2,475 | $347.2K | 0.14% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,465 | $345.9K | 0.09% | +2,465 | New |
| Spears Abacus Advisors LLC | 2,460 | $345.1K | 0.03% | −100−3.9% | Reduced |
| Chesapeake Wealth Management | 2,459 | $345.0K | 0.14% | −375−13.2% | Reduced |
| Journey Strategic Wealth LLC | 2,459 | $345.0K | 0.02% | +69+2.9% | Added |
| ICA Group Wealth Management, LLC | 2,452 | $344.0K | 0.10% | +533+27.8% | Added |
| West Bancorporation Inc | 2,451 | $343.9K | 0.24% | −1,473−37.5% | Reduced |
| Per Stirling Capital Management, LLC. | 2,450 | $343.8K | 0.07% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 2,448 | $343.5K | 0.29% | −757−23.6% | Reduced |
| Burns J W & Co Inc | 2,446 | $343.2K | 0.06% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 2,444 | $342.9K | 0.09% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,441 | $342.5K | 0.18% | +2,441 | New |
| Keystone Financial Group | 2,434 | $341.4K | 0.06% | +51+2.1% | Added |
| Aire Advisors, LLC | 2,432 | $341.1K | 0.09% | +10.0% | Added |
| Koss-Olinger Consulting, LLC | 2,429 | $341.0K | 0.05% | 00.0% | Unchanged |