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 |
|---|---|---|---|---|---|
| Cherry Tree Wealth Management, LLC | 929 | $130.3K | 0.04% | −34−3.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 917 | $128.7K | 0.02% | −30−3.2% | Reduced |
| Avion Wealth | 908 | $127.0K | 0.04% | +13+1.5% | Added |
| Castleview Partners, LLC | 901 | $126.4K | 0.12% | −4−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 896 | $125.7K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 888 | $125.0K | 0.05% | +888 | New |
| Iron Horse Wealth Management, LLC | 870 | $122.1K | 0.06% | +70+8.8% | Added |
| FSC Wealth Advisors, LLC | 862 | $120.9K | 0.13% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 840 | $117.9K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 833 | $116.9K | 0.03% | +38+4.8% | Added |
| Compass Wealth Management LLC | 830 | $116.4K | 0.04% | +352+73.6% | Added |
| Bollard Group LLC | 800 | $112.0K | 0.00% | −10−1.2% | Reduced |
| American State Bank (Iowa) | 770 | $108.0K | 0.08% | 00.0% | Unchanged |
| RVW Wealth, LLC | 763 | $107.0K | 0.01% | +763 | New |
| Westside Investment Management, Inc. | 738 | $103.5K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 730 | $102.0K | 0.00% | +196+36.7% | Added |
| Park Place Capital Corp | 726 | $101.9K | 0.03% | +25+3.6% | Added |
| One River Asset Management, LLC | 711 | $100.4K | 0.05% | −1,492−67.7% | Reduced |
| HighMark Wealth Management LLC | 706 | $99.0K | 0.08% | +8+1.1% | Added |
| Coppell Advisory Solutions LLC | 695 | $97.9K | 0.04% | +115+19.8% | Added |
| Evermay Wealth Management LLC | 687 | $96.4K | 0.02% | −50−6.8% | Reduced |
| Johnson Financial Group, Inc. | 680 | $95.4K | 0.01% | −1,046−60.6% | Reduced |
| Fairfield Financial Advisors, LTD | 676 | $94.9K | 0.04% | −36−5.1% | Reduced |
| Northwest Investment Counselors, LLC | 669 | $93.9K | 0.03% | +39+6.2% | Added |
| WFA of San Diego, LLC | 666 | $93.4K | 0.10% | 00.0% | Unchanged |
| Abound Wealth Management | 665 | $93.4K | 0.04% | +12+1.8% | Added |
| Sanctuary Wealth Management, L.L.C. | 657 | $92.2K | 0.10% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 655 | $92.0K | 0.02% | +655 | New |
| Financial Management Professionals, Inc. | 647 | $91.0K | 0.02% | +9+1.4% | Added |
| West Branch Capital LLC | 647 | $90.8K | 0.05% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 630 | $88.4K | 0.01% | +630 | New |
| Aspire Private Capital, LLC | 629 | $88.3K | 0.03% | −6−0.9% | Reduced |
| Gould Capital, LLC | 620 | $87.3K | 0.07% | −70−10.1% | Reduced |
| First Financial Corp | 622 | $87.3K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 620 | $87.0K | 0.10% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 609 | $85.4K | 0.02% | −1,500−71.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 608 | $85.3K | 0.06% | −27,823−97.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 608 | $85.3K | 0.02% | +300+97.4% | Added |
| Nalls Sherbakoff Group, LLC | 607 | $85.2K | 0.08% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 590 | $82.8K | 0.02% | +27+4.8% | Added |
| JNBA Financial Advisors | 580 | $81.4K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 573 | $80.0K | 0.01% | −111−16.2% | Reduced |
| S.A. Mason LLC | 565 | $79.3K | 0.06% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 560 | $78.6K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 553 | $78.0K | 0.09% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 555 | $77.9K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 525 | $73.7K | 0.06% | +525 | New |
| Centerpoint Advisors, LLC | 518 | $73.0K | 0.03% | −28−5.1% | Reduced |
| Spotlight Asset Group, Inc. | 500 | $70.2K | 0.06% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 499 | $70.1K | 0.05% | +50+11.1% | Added |
| West Oak Capital, LLC | 485 | $68.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 482 | $67.6K | 0.05% | +116+31.7% | Added |
| Beaird Harris Wealth Management, LLC | 468 | $65.7K | 0.01% | −23−4.7% | Reduced |
| Maryland Capital Advisors Inc. | 450 | $63.1K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 452 | $63.0K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 449 | $63.0K | 0.06% | −500−52.7% | Reduced |
| Centennial Bank | 447 | $62.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 436 | $61.2K | 0.02% | +223+104.7% | Added |
| Trust Co | 431 | $60.5K | 0.01% | −280−39.4% | Reduced |
| Granite FO LLC | 428 | $60.0K | 0.04% | −72−14.4% | Reduced |
| Annapolis Financial Services, LLC | 414 | $58.1K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 410 | $57.5K | 0.02% | +100+32.3% | Added |
| Y.D. More Investments Ltd | 400 | $56.1K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $56.0K | 0.03% | −244−37.9% | Reduced |
| Nordwand Advisors, LLC | 394 | $55.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 393 | $55.1K | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 383 | $53.7K | 0.02% | +83+27.7% | Added |
| Resurgent Financial Advisors LLC | 382 | $53.6K | 0.04% | −60−13.6% | Reduced |
| CGC Financial Services, LLC | 378 | $53.0K | 0.04% | −98−20.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 374 | $52.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 368 | $51.6K | 0.01% | +4+1.1% | Added |
| Kepos Capital LP | 367 | $51.0K | 0.01% | +24+7.0% | Added |
| Kapitalo Investimentos Ltda | 355 | $49.8K | 0.01% | +355 | New |
| Blue Bell Private Wealth Management, LLC | 350 | $49.1K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 348 | $48.8K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 341 | $47.8K | 0.02% | +3+0.9% | Added |
| ZRC Wealth Management, LLC | 334 | $46.8K | 0.04% | +2+0.6% | Added |
| Cassady Schiller Wealth Management, LLC | 330 | $46.3K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 349 | $46.2K | 0.00% | +349 | New |
| Versant Capital Management, Inc | 329 | $46.2K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 330 | $46.0K | 0.04% | 00.0% | Unchanged |
| Team Financial Group, LLC | 327 | $45.9K | 0.04% | +327 | New |
| Pacific Center for Financial Services | 312 | $43.8K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 305 | $42.8K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 269 | $38.0K | 0.01% | +3+1.1% | Added |
| Roble, Belko & Company, Inc | 254 | $36.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 250 | $35.1K | 0.02% | −6−2.3% | Reduced |
| GoalVest Advisory LLC | 240 | $33.7K | 0.02% | −360−60.0% | Reduced |
| Sofos Investments, Inc. | 225 | $32.2K | 0.00% | +91+67.9% | Added |
| Stone House Investment Management, LLC | 225 | $31.6K | 0.01% | +204+971.4% | Added |
| Live Oak Investment Partners | – | $31.2K | 0.03% | – | – |
| Canton Hathaway, LLC | 221 | $31.0K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 224 | $31.0K | 0.03% | +224 | New |
| West Paces Advisors Inc. | 220 | $30.9K | 0.01% | −22−9.1% | Reduced |
| Gleason Group, Inc. | 208 | $29.2K | 0.01% | +2+1.0% | Added |
| Kempen Capital Management N.V. | 203 | $28.5K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 202 | $28.3K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 197 | $27.7K | 0.02% | +1+0.5% | Added |
| Insight Financial Services | 197 | $27.6K | 0.05% | −48−19.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 196 | $27.5K | 0.00% | +2+1.0% | Added |