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 |
|---|---|---|---|---|---|
| Rogco, LP | 195 | $27.4K | 0.01% | +195 | New |
| SJS Investment Consulting Inc. | 194 | $27.2K | 0.01% | +69+55.2% | Added |
| Raffa Wealth Management, LLC | 180 | $25.3K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 173 | $24.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 173 | $24.3K | 0.01% | +173 | New |
| Brown Shipley& Co Ltd | 162 | $22.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $22.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 157 | $22.0K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 155 | $21.7K | 0.00% | +155 | New |
| Gables Capital Management Inc. | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 139 | $20.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 139 | $19.5K | 0.01% | +139 | New |
| Delos Wealth Advisors, LLC | 128 | $18.8K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 130 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 120 | $16.9K | 0.01% | +1+0.8% | Added |
| Legacy Financial Group LLC | 119 | $16.7K | 0.00% | +119 | New |
| Halpern Financial, Inc. | 116 | $16.3K | 0.01% | +18+18.4% | Added |
| Cedar Mountain Advisors, LLC | 110 | $15.5K | 0.00% | +1+0.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 109 | $15.3K | 0.01% | −1−0.9% | Reduced |
| Carmel Capital Partners, LLC | 109 | $15.3K | 0.01% | +109 | New |
| Mendota Financial Group, LLC | 105 | $14.7K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 105 | $14.7K | 0.01% | +35+50.0% | Added |
| Avondale Wealth Management | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $14.0K | 0.01% | +100 | New |
| Milestone Investment Advisors LLC | 100 | $14.0K | 0.00% | +100 | New |
| Evolution Advisers, Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 97 | $13.6K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 95 | $13.3K | 0.00% | −5−5.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 91 | $12.8K | 0.01% | −59−39.3% | Reduced |
| Quarry LP | 87 | $12.2K | 0.01% | +40+85.1% | Added |
| Hibernia Wealth Partners, LLC | 80 | $11.2K | 0.01% | +80 | New |
| Family CFO Inc | 79 | $11.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 76 | $10.6K | 0.00% | −27−26.2% | Reduced |
| Bromfield Sneider Wealth Advisors | 72 | $10.1K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 68 | $9.92K | 0.48% | +25+58.1% | Added |
| Highline Wealth Partners LLC | 60 | $8.42K | 0.01% | +60 | New |
| Level Financial Advisors, Inc. | 59 | $8.31K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 59 | $8.28K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $7.01K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $7.01K | 0.01% | +50 | New |
| Ramirez Asset Management, Inc. | 50 | $7.01K | 0.00% | +50 | New |
| Richelieu Gestion PLC | 50 | $7.00K | 0.01% | −19,809−99.7% | Reduced |
| FWL Investment Management, LLC | 45 | $6.31K | 0.00% | +45 | New |
| Buck Wealth Strategies, LLC | 44 | $6.24K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 42 | $5.89K | 0.00% | −201−82.7% | Reduced |
| Robinswood Financial LLC | 41 | $5.75K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 38 | $5.33K | 0.00% | +38 | New |
| Core Wealth Advisors, Inc. | 36 | $5.05K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 31 | $4.35K | 0.00% | +31 | New |
| Cordant, Inc. | 30 | $4.21K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 17 | $2.39K | 0.00% | +17 | New |
| True Wealth Design, LLC | 15 | $2.10K | 0.00% | −5,674−99.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | −1,475−99.3% | Reduced |
| KB Financial Partners, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Tfo-TDC, LLC | 7 | $937 | 0.00% | +4+133.3% | Added |
| WestEnd Advisors, LLC | 5 | $702 | 0.00% | +5 | New |
| Bourgeon Capital Management LLC | 2 | $281 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 539 | – | – | −350−39.4% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −68,455−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −61,150−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −58,558−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −58,500−100.0% | Sold out |
| Centre Asset Management, LLC | 0 | $0 | 0.00% | −58,400−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −41,671−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −39,689−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −38,182−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −37,558−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −26,091−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −26,492−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,987−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −22,629−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −21,523−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −17,320−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,629−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −15,365−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −13,853−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,096−100.0% | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −9,348−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −8,789−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,679−100.0% | Sold out |
| Martin & Co Inc | 0 | $0 | 0.00% | −7,860−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −7,857−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −7,414−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −6,149−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |