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 |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 2,427 | $340.5K | 0.29% | +262+12.1% | Added |
| Advance Capital Management, Inc. | 2,424 | $340.0K | 0.03% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 2,412 | $338.4K | 0.03% | −3,840−61.4% | Reduced |
| Sinecera Capital, LLC | 2,410 | $338.1K | 0.46% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,405 | $337.4K | 0.13% | 00.0% | Unchanged |
| GTS Securities LLC | 2,403 | $337.1K | 0.01% | +2,403 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,402 | $337.0K | 0.04% | −186−7.2% | Reduced |
| EHP Funds Inc. | 2,400 | $336.7K | 0.16% | −2,800−53.8% | Reduced |
| Alta Advisers Ltd | 2,400 | $336.7K | 0.20% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $336.7K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,381 | $334.1K | 0.37% | +3+0.1% | Added |
| Oakworth Capital, Inc. | 2,378 | $333.6K | 0.03% | −2−0.1% | Reduced |
| First International Bank & Trust | 2,377 | $333.5K | 0.12% | −1,455−38.0% | Reduced |
| FSM Wealth Advisors, LLC | 2,372 | $332.8K | 0.17% | −71−2.9% | Reduced |
| Bank of Stockton | 2,310 | $332.1K | 0.12% | −10−0.4% | Reduced |
| Am Investment Strategies LLC | 2,355 | $330.0K | 0.11% | +748+46.5% | Added |
| Monograph Wealth Advisors, LLC | 2,351 | $329.9K | 0.07% | +7+0.3% | Added |
| Rowland & Co Investment Counsel | 2,345 | $329.0K | 0.08% | −50−2.1% | Reduced |
| Altshuler Shaham Ltd | 2,338 | $328.0K | 0.01% | −933−28.5% | Reduced |
| Novare Capital Management LLC | 2,337 | $327.9K | 0.04% | +15+0.6% | Added |
| Investment Advisory Group, LLC | 2,335 | $327.6K | 0.17% | +30+1.3% | Added |
| Advisory Research Inc | 2,331 | $327.0K | 0.05% | +2,331 | New |
| OneAscent Financial Services LLC | 2,323 | $326.0K | 0.08% | +2,323 | New |
| Rock Creek Group, LP | 2,322 | $325.8K | 0.04% | −1,082−31.8% | Reduced |
| Aviance Capital Partners, LLC | 2,321 | $325.6K | 0.07% | −512−18.1% | Reduced |
| Prudent Investors Network | 2,311 | $324.2K | 0.15% | +193+9.1% | Added |
| Five Oceans Advisors | 2,310 | $324.1K | 0.21% | +65+2.9% | Added |
| Court Place Advisors, LLC | 2,309 | $324.0K | 0.12% | −1,156−33.4% | Reduced |
| Platte River Wealth Advisors, LLC | 2,309 | $324.0K | 0.12% | −116−4.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,308 | $323.8K | 0.10% | −64−2.7% | Reduced |
| First Heartland Consultants, Inc. | 2,301 | $323.0K | 0.04% | −129−5.3% | Reduced |
| Summitry LLC | 2,298 | $322.4K | 0.02% | −143−5.9% | Reduced |
| Voya Financial Advisors, Inc. | 2,273 | $321.8K | 0.04% | +247+12.2% | Added |
| Financial Security Advisor, Inc. | 2,285 | $320.7K | 0.15% | +2,285 | New |
| Southeast Asset Advisors Inc. | 2,283 | $320.3K | 0.05% | +377+19.8% | Added |
| Buffington Mohr McNeal | 2,275 | $319.2K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 2,265 | $317.8K | 0.19% | −45−1.9% | Reduced |
| Sonoma Private Wealth LLC | 2,263 | $317.5K | 0.58% | +8+0.4% | Added |
| Peak Asset Management, LLC | 2,259 | $317.0K | 0.08% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,257 | $316.7K | 0.02% | +715+46.4% | Added |
| Oarsman Capital, Inc. | 2,256 | $316.5K | 0.13% | +38+1.7% | Added |
| Atticus Wealth Management, LLC | 2,251 | $315.8K | 0.12% | +16+0.7% | Added |
| Gryphon Financial Partners LLC | 2,247 | $315.3K | 0.08% | −7−0.3% | Reduced |
| Paulson Wealth Management Inc. | 2,247 | $315.3K | 0.11% | −7−0.3% | Reduced |
| Facet Wealth, Inc. | 2,178 | $315.0K | 0.02% | +2,178 | New |
| Fragasso Group Inc. | 2,242 | $314.5K | 0.03% | +24+1.1% | Added |
| Affinity Capital Advisors, LLC | 2,238 | $314.0K | 0.09% | −7−0.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,232 | $313.1K | 0.08% | +187+9.1% | Added |
| Ethos Financial Group, LLC | 2,228 | $312.5K | 0.08% | +325+17.1% | Added |
| Vantage Consulting Group Inc | 2,221 | $311.6K | 0.21% | −191−7.9% | Reduced |
| Syntax Advisors, LLC | 2,221 | $311.6K | 0.27% | −191−7.9% | Reduced |
| Cape Investment Advisory, Inc. | 2,220 | $311.4K | 0.18% | +146+7.0% | Added |
| Carolinas Wealth Consulting LLC | 9,372 | $311.1K | 0.08% | −882−8.6% | Reduced |
| Lokken Investment Group LLC | 2,217 | $311.1K | 0.20% | +2+0.1% | Added |
| Holland Advisory Services, Inc. | 2,214 | $310.7K | 0.39% | +2,214 | New |
| L.M. Kohn & Company | 2,203 | $309.1K | 0.11% | +5+0.2% | Added |
| Retirement Income Solutions, Inc | 2,201 | $308.8K | 0.09% | −5,909−72.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,191 | $308.0K | 0.04% | +30+1.4% | Added |
| Fox Run Management, L.L.C. | 2,195 | $308.0K | 0.09% | +2,195 | New |
| Salomon & Ludwin, LLC | 2,190 | $307.3K | 0.03% | +80+3.8% | Added |
| Financial Management Network Inc | 2,175 | $306.9K | 0.10% | +8+0.4% | Added |
| Guardian Wealth Advisors, LLC | 2,182 | $306.1K | 0.23% | +143+7.0% | Added |
| Vista Capital Partners, Inc. | 2,179 | $305.7K | 0.05% | −179−7.6% | Reduced |
| Kathmere Capital Management, LLC | 2,179 | $305.7K | 0.05% | +2,179 | New |
| Trust Co of Virginia | 2,176 | $305.3K | 0.03% | +2,176 | New |
| Cohen & Steers, Inc. | 2,169 | $304.0K | 0.00% | +71+3.4% | Added |
| Childress Capital Advisors, LLC | 2,166 | $303.9K | 0.10% | +2,166 | New |
| Broderick Brian C | 2,162 | $303.3K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,161 | $303.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,162 | $303.0K | 0.14% | −18−0.8% | Reduced |
| Inspire Advisors, LLC | 2,159 | $302.9K | 0.05% | +2,159 | New |
| Hamilton Capital, LLC | 2,154 | $302.2K | 0.02% | +91+4.4% | Added |
| Walkner Condon Financial Advisors LLC | 2,152 | $301.9K | 0.08% | −258−10.7% | Reduced |
| Progressive Investment Management Corp | 2,149 | $301.5K | 0.10% | 00.0% | Unchanged |
| Family Management Corp | 2,149 | $301.5K | 0.07% | 00.0% | Unchanged |
| Knott David M Jr | 2,142 | $301.0K | 0.12% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,143 | $300.6K | 0.07% | +108+5.3% | Added |
| HFG Advisors, Inc. | 2,142 | $300.5K | 0.33% | −3−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 2,142 | $300.5K | 0.10% | +97+4.7% | Added |
| Journey Advisory Group, LLC | 2,141 | $300.4K | 0.04% | +200+10.3% | Added |
| Southland Equity Partners LLC | 2,135 | $299.6K | 0.10% | +57+2.7% | Added |
| Insight 2811, Inc. | 2,135 | $299.5K | 0.17% | −5−0.2% | Reduced |
| Davis Investment Partners, LLC | 2,114 | $299.1K | 0.16% | +2,114 | New |
| Triad Financial Advisors, Inc. | 2,129 | $298.7K | 0.11% | +179+9.2% | Added |
| Holistic Financial Partners | 2,125 | $298.1K | 0.20% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 2,125 | $298.0K | 0.15% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,124 | $298.0K | 0.16% | +126+6.3% | Added |
| Sterling Financial Planning, Inc. | 2,123 | $297.9K | 0.15% | −57−2.6% | Reduced |
| Lazari Capital Management, Inc. | 2,119 | $297.3K | 0.18% | −900−29.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,119 | $297.3K | 0.11% | −330−13.5% | Reduced |
| McIlrath & Eck, LLC | 2,117 | $297.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,112 | $296.3K | 0.06% | +673+46.8% | Added |
| AllSquare Wealth Management LLC | 2,109 | $295.9K | 0.19% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,100 | $294.6K | 0.34% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,095 | $293.9K | 0.10% | −312−13.0% | Reduced |
| Mattern Wealth Management LLC | 2,093 | $293.6K | 0.09% | −200−8.7% | Reduced |
| Key Financial Inc | 2,092 | $293.5K | 0.10% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,092 | $293.5K | 0.02% | +7+0.3% | Added |
| Fort, L.P. | 2,083 | $292.2K | 0.81% | −43−2.0% | Reduced |
| Leisure Capital Management | 2,080 | $291.8K | 0.17% | −16−0.8% | Reduced |