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 |
|---|---|---|---|---|---|
| RS Crum Inc. | 2,080 | $291.8K | 0.10% | +17+0.8% | Added |
| Angeles Wealth Management, LLC | 2,078 | $291.5K | 0.04% | +65+3.2% | Added |
| Marietta Wealth Management, LLC | 2,076 | $291.3K | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 2,075 | $291.1K | 0.03% | +2,075 | New |
| Nadler Financial Group, Inc. | 2,074 | $291.0K | 0.04% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,068 | $290.1K | 0.01% | −210−9.2% | Reduced |
| Balboa Wealth Partners | 2,062 | $289.3K | 0.11% | −105−4.8% | Reduced |
| Chelsea Counsel Co | 2,055 | $288.3K | 0.15% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,054 | $288.2K | 0.01% | +126+6.5% | Added |
| Red Door Wealth Management, LLC | 2,051 | $287.8K | 0.07% | −30−1.4% | Reduced |
| Wrapmanager Inc | 2,050 | $287.6K | 0.09% | +167+8.9% | Added |
| Ellis Investment Partners, LLC | 2,046 | $287.0K | 0.07% | −113−5.2% | Reduced |
| Financial Futures Ltd Liability Co. | 2,045 | $286.9K | 0.23% | +2,045 | New |
| McGowan Group Asset Management, Inc. | 2,044 | $286.8K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,041 | $286.4K | 0.29% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,040 | $286.2K | 0.42% | +2,040 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,750 | $286.2K | 0.24% | −250−12.5% | Reduced |
| Phoenix Wealth Advisors | 2,040 | $286.2K | 0.17% | −105−4.9% | Reduced |
| Systematic Alpha Investments, LLC | 2,040 | $286.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 2,036 | $286.0K | 0.03% | +666+48.6% | Added |
| Garden State Investment Advisory Services LLC | 2,036 | $285.6K | 0.13% | +54+2.7% | Added |
| Foster Victor Wealth Advisors, LLC | 2,005 | $284.8K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,023 | $283.8K | 0.02% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 2,019 | $283.3K | 0.21% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,018 | $283.1K | 0.04% | +497+32.7% | Added |
| Optas, LLC | 2,012 | $282.3K | 0.09% | +2,012 | New |
| GeoWealth Management, LLC | 2,013 | $282.0K | 0.03% | −3,563−63.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,008 | $281.7K | 0.26% | +327+19.5% | Added |
| Nilsine Partners, LLC | 2,000 | $280.6K | 0.04% | −100−4.8% | Reduced |
| Ergawealth Advisors, Inc. | 2,000 | $280.6K | 0.19% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,999 | $280.5K | 0.24% | +3+0.2% | Added |
| Rench Wealth Management, Inc. | 1,996 | $280.1K | 0.13% | +22+1.1% | Added |
| Driehaus Capital Management LLC | 1,994 | $279.8K | 0.00% | +1,994 | New |
| BBR Partners, LLC | 1,994 | $279.8K | 0.03% | +1,994 | New |
| Evanson Asset Management, LLC | 1,989 | $279.0K | 0.03% | +187+10.4% | Added |
| West Michigan Advisors, LLC | 1,987 | $278.8K | 0.15% | −26−1.3% | Reduced |
| NFP Retirement, Inc. | 1,986 | $278.6K | 0.05% | +2+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,983 | $278.2K | 0.02% | +203+11.4% | Added |
| Private Wealth Strategies, L.L.C. | 1,979 | $277.7K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,975 | $277.1K | 0.15% | −200−9.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,974 | $277.0K | 0.09% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,972 | $276.7K | 0.03% | +54+2.8% | Added |
| First Business Financial Services, Inc. | 1,970 | $276.4K | 0.04% | −48−2.4% | Reduced |
| Ambassador Advisors, LLC | 1,864 | $276.0K | 0.07% | −58−3.0% | Reduced |
| Horizon Wealth Management, LLC | 1,965 | $275.8K | 0.11% | +100+5.4% | Added |
| Vanguard Capital Wealth Advisors | 1,961 | $275.1K | 0.25% | +11+0.6% | Added |
| Community Bank of Raymore | 1,960 | $275.0K | 0.13% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,959 | $274.9K | 0.14% | +30+1.6% | Added |
| Calamos Wealth Management LLC | 1,952 | $273.9K | 0.02% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,950 | $273.6K | 0.18% | −40−2.0% | Reduced |
| Almanack Investment Partners, LLC. | 1,946 | $273.0K | 0.05% | −68−3.4% | Reduced |
| Spartan Planning & Wealth Management | 1,942 | $272.5K | 0.32% | +1,942 | New |
| Blueshift Asset Management, LLC | 1,940 | $272.2K | 0.16% | −4,470−69.7% | Reduced |
| Kowal Investment Group, LLC | 1,940 | $272.1K | 0.07% | +148+8.3% | Added |
| Birchcreek Wealth Management, LLC | 1,934 | $271.3K | 0.18% | −144−6.9% | Reduced |
| Syverson Strege & Co | 1,934 | $271.3K | 0.12% | +15+0.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,928 | $270.5K | 0.08% | +6+0.3% | Added |
| KC Investment Advisors, LLC | 1,927 | $270.4K | 0.18% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,926 | $270.2K | 0.09% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,925 | $270.1K | 0.07% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 1,911 | $268.1K | 0.14% | −333−14.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,912 | $268.0K | 0.02% | −167−8.0% | Reduced |
| Towercrest Capital Management | 1,905 | $267.2K | 0.05% | −12−0.6% | Reduced |
| Capital Counsel LLC | 1,900 | $266.6K | 0.01% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,899 | $266.4K | 0.08% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,895 | $265.9K | 0.19% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,893 | $265.6K | 0.07% | −231−10.9% | Reduced |
| Van Cleef Asset Management,Inc | 1,892 | $265.4K | 0.04% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,892 | $265.4K | 0.24% | +289+18.0% | Added |
| Silvia McColl Wealth Management, LLC | 1,885 | $264.5K | 0.26% | 00.0% | Unchanged |
| Citizens Business Bank | 1,876 | $263.2K | 0.06% | −105−5.3% | Reduced |
| United Bank | 1,875 | $263.1K | 0.16% | −100−5.1% | Reduced |
| Carr Financial Group Corp | 1,778 | $263.0K | 0.10% | −138−7.2% | Reduced |
| Meridian Financial, LLC | 1,874 | $262.9K | 0.24% | −50−2.6% | Reduced |
| Camden National Bank | 1,874 | $262.9K | 0.05% | −35−1.8% | Reduced |
| Renaissance Group LLC | 1,871 | $262.5K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,869 | $262.2K | 0.11% | +1+0.1% | Added |
| Partners Capital Investment Group, LLP | 1,853 | $260.0K | 0.01% | +1,853 | New |
| Rice Partnership, LLC | 1,848 | $259.2K | 0.07% | −277−13.0% | Reduced |
| Commonwealth Financial Services, LLC | 1,843 | $258.6K | 0.08% | +1,843 | New |
| Planning Center, Inc. | 1,832 | $257.0K | 0.07% | −31−1.7% | Reduced |
| Seven Mile Advisory | 1,828 | $256.5K | 0.27% | −14−0.8% | Reduced |
| CM Wealth Advisors LLC | 1,683 | $255.9K | 0.10% | +1,683 | New |
| ERn Financial, LLC | 1,824 | $255.9K | 0.06% | −2−0.1% | Reduced |
| Miller Investment Management, LP | 1,822 | $255.6K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,811 | $254.1K | 0.04% | −25−1.4% | Reduced |
| Columbia Trust Co 01012016 | 1,806 | $253.4K | 0.15% | +27+1.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,804 | $253.1K | 0.15% | −82−4.3% | Reduced |
| Truepoint, Inc. | 1,803 | $253.0K | 0.01% | +1,803 | New |
| Tranquility Partners, LLC | 1,802 | $252.8K | 0.11% | +82+4.8% | Added |
| First Interstate Bank | 1,800 | $252.5K | 0.02% | +40+2.3% | Added |
| CSS LLC | 1,800 | $252.5K | 0.02% | +1,200+200.0% | Added |
| M&R Capital Management Inc | 1,798 | $252.3K | 0.07% | −50−2.7% | Reduced |
| Triangle Securities Wealth Management | 1,796 | $251.9K | 0.09% | +2+0.1% | Added |
| Etfidea, LLC | 1,795 | $251.8K | 0.11% | +25+1.4% | Added |
| Woodmont Investment Counsel LLC | 1,792 | $251.4K | 0.03% | −50−2.7% | Reduced |
| Boyar Asset Management Inc. | 1,792 | $251.4K | 0.20% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,785 | $250.4K | 0.10% | −755−29.7% | Reduced |
| Gradient Capital Advisors, LLC | 1,783 | $250.2K | 0.10% | +5+0.3% | Added |
| Truadvice, LLC | 1,676 | $249.8K | 0.10% | −437−20.7% | Reduced |