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 |
|---|---|---|---|---|---|
| Beacon Financial Strategies CORP | 1,778 | $249.5K | 0.22% | −49−2.7% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,776 | $249.2K | 0.24% | +46+2.7% | Added |
| Rock Point Advisors, LLC | 1,775 | $249.0K | 0.09% | −25−1.4% | Reduced |
| Eisler Capital (US) LLC | 1,775 | $249.0K | 0.09% | +1,775 | New |
| Fort Pitt Capital Group, LLC | 1,774 | $248.8K | 0.01% | −65−3.5% | Reduced |
| Old Mission Investment Co LLC | 1,773 | $248.8K | 0.10% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 1,772 | $248.7K | 0.08% | +1+0.1% | Added |
| Latitude Advisors, LLC | 1,772 | $248.7K | 0.18% | +104+6.2% | Added |
| Moody Lynn & Lieberson, LLC | 1,772 | $248.6K | 0.02% | −24−1.3% | Reduced |
| Middleton & Co Inc | 1,772 | $248.6K | 0.03% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,772 | $248.6K | 0.12% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,772 | $248.6K | 0.14% | +75+4.4% | Added |
| Flynn Zito Capital Management, LLC | 1,770 | $248.3K | 0.17% | +11+0.6% | Added |
| Blodgett Wealth Advisors, LLC | 1,768 | $248.1K | 0.27% | −50−2.8% | Reduced |
| Continuum Wealth Advisors, LLC | 1,767 | $248.0K | 0.17% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,766 | $247.8K | 0.07% | +1,766 | New |
| East Coast Asset Management, LLC. | 1,765 | $247.6K | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,765 | $247.6K | 0.04% | +167+10.5% | Added |
| Wedge Capital Management L L P | 1,761 | $247.1K | 0.00% | −26−1.5% | Reduced |
| Beacon Financial Group | 1,682 | $247.0K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,757 | $246.5K | 0.03% | +176+11.1% | Added |
| TAP Consulting, LLC | 1,755 | $246.2K | 0.06% | +1,755 | New |
| MainStreet Investment Advisors LLC | 1,754 | $246.1K | 0.03% | −535−23.4% | Reduced |
| Foster Group, Inc. | 1,751 | $245.7K | 0.02% | +1,751 | New |
| Diamant Asset Management, Inc. | 1,750 | $245.5K | 0.20% | +1,750 | New |
| Tiedemann Advisors, LLC | 1,749 | $245.4K | 0.01% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 1,748 | $245.2K | 0.08% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,747 | $245.1K | 0.02% | +1,747 | New |
| Mosaic Family Wealth Partners, LLC | 1,745 | $244.8K | 0.05% | +3+0.2% | Added |
| Centric Wealth Management | 1,743 | $244.5K | 0.10% | +1+0.1% | Added |
| Ellenbecker Investment Group | 1,741 | $244.0K | 0.06% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,738 | $243.8K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,735 | $243.5K | 0.33% | +1,201+224.9% | Added |
| Stableford Capital II LLC | 1,690 | $243.0K | 0.11% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 1,728 | $242.4K | 0.18% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,724 | $241.9K | 0.10% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,717 | $240.9K | 0.06% | −60−3.4% | Reduced |
| Fortune Financial Advisors, LLC | 1,716 | $240.8K | 0.18% | 00.0% | Unchanged |
| Apriem Advisors | 1,712 | $240.2K | 0.04% | +100+6.2% | Added |
| Paragon Financial Partners, Inc. | 1,712 | $240.2K | 0.25% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,707 | $239.6K | 0.16% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 1,708 | $239.6K | 0.02% | +1,708 | New |
| Fidelis Capital Partners, LLC | 1,706 | $239.3K | 0.08% | +1,706 | New |
| Close Asset Management Ltd | 1,703 | $239.0K | 0.01% | +250+17.2% | Added |
| Ground Swell Capital, LLC | 1,701 | $238.7K | 0.40% | +1,701 | New |
| Westshore Wealth, LLC | 1,700 | $238.5K | 0.13% | −1,200−41.4% | Reduced |
| Cyrus J. Lawrence, LLC | 1,698 | $238.0K | 0.07% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,695 | $237.8K | 0.01% | −600−26.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,695 | $237.8K | 0.02% | +1,695 | New |
| Wulff, Hansen & Co. | 1,694 | $237.7K | 0.28% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,692 | $237.4K | 0.03% | −254−13.1% | Reduced |
| W Advisors, LLC | 1,689 | $237.0K | 0.19% | −213−11.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,689 | $237.0K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,683 | $236.2K | 0.02% | +526+45.5% | Added |
| American Institute for Advanced Investment Management, LLP | 1,679 | $235.6K | 0.22% | −13−0.8% | Reduced |
| Motco | 1,675 | $235.0K | 0.02% | −2−0.1% | Reduced |
| Summit Global Investments | 1,676 | $235.0K | 0.02% | +1,676 | New |
| High Falls Advisors, Inc | 1,674 | $234.9K | 0.07% | −145−8.0% | Reduced |
| Cornerstone Wealth Group, LLC | 1,673 | $234.7K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 1,672 | $234.6K | 0.15% | −100−5.6% | Reduced |
| Arden Trust Co | 1,669 | $234.2K | 0.04% | +149+9.8% | Added |
| Clear Harbor Asset Management, LLC | 1,667 | $233.9K | 0.02% | +100+6.4% | Added |
| Michael B. Yongue | 1,664 | $233.5K | 0.23% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,663 | $233.4K | 0.03% | +1,663 | New |
| KRS Capital Management, LLC | 1,661 | $233.1K | 0.25% | −2−0.1% | Reduced |
| Security National Bank | 1,645 | $232.9K | 0.07% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,660 | $232.9K | 0.13% | −36−2.1% | Reduced |
| Greatmark Investment Partners, Inc. | 1,659 | $232.8K | 0.04% | −13−0.8% | Reduced |
| Morton Capital Management LLC | 1,656 | $232.3K | 0.08% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,615 | $232.1K | 0.18% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,653 | $231.9K | 0.07% | +15+0.9% | Added |
| Integrity Financial Corp | 1,651 | $231.6K | 0.18% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,645 | $230.8K | 0.16% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 1,644 | $230.6K | 0.14% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,640 | $230.0K | 0.09% | +284+20.9% | Added |
| Sittner & Nelson, LLC | 1,638 | $229.9K | 0.13% | −100−5.8% | Reduced |
| Ascent Wealth Partners, LLC | 1,638 | $229.8K | 0.04% | +1,638 | New |
| Woodstock Corp | 1,637 | $229.7K | 0.03% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,635 | $229.6K | 0.25% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,635 | $229.4K | 0.05% | −587−26.4% | Reduced |
| All Season Financial Advisors, Inc. | 1,632 | $228.9K | 0.23% | +2+0.1% | Added |
| Norway Savings Bank | 1,630 | $228.7K | 0.11% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,615 | $228.6K | 0.12% | +1,596+8,400.0% | Added |
| Requisite Capital Management, LLC | 1,629 | $228.5K | 0.06% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,623 | $228.0K | 0.01% | +16+1.0% | Added |
| Beacon Capital Management, LLC | 1,703 | $227.8K | 0.06% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,623 | $227.7K | 0.17% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,621 | $227.5K | 0.11% | +1,621 | New |
| Charter Oak Capital Management, LLC | 1,621 | $227.4K | 0.03% | −109−6.3% | Reduced |
| AJ Advisors, LLC | 1,620 | $227.3K | 0.17% | +100+6.6% | Added |
| FDx Advisors, Inc. | 1,619 | $227.0K | 0.02% | −2,151−57.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,613 | $226.3K | 0.13% | +15+0.9% | Added |
| Willis Investment Counsel | 1,613 | $226.3K | 0.02% | +4+0.2% | Added |
| Lee Financial Co | 1,610 | $225.9K | 0.04% | +20+1.3% | Added |
| Tanglewood Legacy Advisors, LLC | 1,600 | $224.5K | 0.13% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,590 | $223.1K | 0.15% | +1,590 | New |
| Narus Financial Partners, LLC | 1,584 | $222.3K | 0.11% | +55+3.6% | Added |
| Ashford Capital Management Inc | 1,576 | $221.1K | 0.03% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 1,575 | $221.0K | 0.18% | +1,575 | New |
| Bridgeworth, LLC | 1,572 | $220.5K | 0.02% | +13+0.8% | Added |