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
- 2,468
- +69 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
- 97
- 961 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 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 49,798 | $8.13M | 0.08% | +559+1.1% | Added |
| Transcend Wealth Collective, LLC | 57,384 | $8.05M | 0.78% | −1,261−2.2% | Reduced |
| Snowden Capital Advisors LLC | 57,246 | $8.03M | 0.34% | −4,979−8.0% | Reduced |
| Charter Trust Co | 56,941 | $7.99M | 0.64% | −1,975−3.4% | Reduced |
| Heritage Investors Management Corp | 56,546 | $7.93M | 0.33% | −1,060−1.8% | Reduced |
| Alpha Omega Wealth Management LLC | 56,481 | $7.92M | 1.37% | −190−0.3% | Reduced |
| Kanawha Capital Management LLC | 56,422 | $7.92M | 0.77% | +822+1.5% | Added |
| Louisiana State Employees Retirement System | 56,400 | $7.91M | 0.18% | +200+0.4% | Added |
| Principle Wealth Partners LLC | 55,994 | $7.86M | 0.79% | +360+0.6% | Added |
| Kestra Private Wealth Services, LLC | 55,416 | $7.77M | 0.24% | +11,729+26.8% | Added |
| ARS Wealth Advisors Group, LLC | 55,083 | $7.73M | 1.27% | +197+0.4% | Added |
| American Assets Investment Management, LLC | 55,000 | $7.72M | 0.86% | 00.0% | Unchanged |
| NewSquare Capital LLC | 55,706 | $7.71M | 0.82% | +1,448+2.7% | Added |
| Crossmark Global Holdings, Inc. | 53,756 | $7.64M | 0.17% | +869+1.6% | Added |
| WealthTrust Axiom LLC | 54,378 | $7.63M | 2.74% | −280−0.5% | Reduced |
| Keystone Financial Planning, Inc. | 54,187 | $7.60M | 2.66% | −2,192−3.9% | Reduced |
| Alerus Financial NA | 54,172 | $7.60M | 0.67% | −3,225−5.6% | Reduced |
| Greystone Financial Group, LLC | 53,837 | $7.55M | 1.88% | −4,400−7.6% | Reduced |
| Adell Harriman & Carpenter Inc | 53,805 | $7.55M | 0.78% | +4,718+9.6% | Added |
| Te Ahumairangi Investment Management Ltd | 53,615 | $7.52M | 1.22% | −9,570−15.1% | Reduced |
| Lido Advisors, LLC | 53,546 | $7.51M | 0.08% | −35,114−39.6% | Reduced |
| Colony Group LLC | 53,399 | $7.49M | 0.11% | −427−0.8% | Reduced |
| Bessemer Group Inc | 53,334 | $7.48M | 0.02% | +1,596+3.1% | Added |
| Montgomery Investment Management Inc | 52,767 | $7.40M | 2.55% | −1,990−3.6% | Reduced |
| Tredje AP-fonden | 52,704 | $7.39M | 0.11% | +852+1.6% | Added |
| Wedbush Securities Inc | 52,689 | $7.39M | 0.37% | −463−0.9% | Reduced |
| Shelton Capital Management | 52,606 | $7.38M | 0.27% | +3,898+8.0% | Added |
| Illinois Municipal Retirement Fund | 52,347 | $7.34M | 0.14% | +3,572+7.3% | Added |
| Voloridge Investment Management, LLC | 52,112 | $7.31M | 0.04% | +52,112 | New |
| GWM Advisors LLC | 51,969 | $7.29M | 0.08% | +5,630+12.1% | Added |
| Los Angeles Capital Management LLC | 51,886 | $7.28M | 0.03% | +27,404+111.9% | Added |
| Raymond James Trust N.A. | 51,884 | $7.28M | 0.22% | +349+0.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 51,155 | $7.18M | 0.71% | −885−1.7% | Reduced |
| Hartline Investment Corp | 51,089 | $7.17M | 1.29% | +11,672+29.6% | Added |
| RMB Capital Management, LLC | 50,709 | $7.11M | 0.24% | +405+0.8% | Added |
| Quantitative Investment Management, LLC | 50,695 | $7.11M | 1.09% | +50,695 | New |
| Guyasuta Investment Advisors Inc | 50,673 | $7.11M | 0.55% | −1,835−3.5% | Reduced |
| Level Four Advisory Services, LLC | 50,321 | $7.06M | 0.46% | +2,005+4.1% | Added |
| L & S Advisors Inc | 50,100 | $7.03M | 1.01% | +11,644+30.3% | Added |
| Savant Capital, LLC | 50,095 | $7.03M | 0.10% | +2,391+5.0% | Added |
| Norinchukin Bank, The | 50,018 | $7.02M | 0.16% | −36,759−42.4% | Reduced |
| Gibraltar Capital Management, Inc. | 49,816 | $6.99M | 3.10% | +497+1.0% | Added |
| Courier Capital LLC | 49,753 | $6.98M | 0.58% | +121+0.2% | Added |
| Linscomb & Williams, Inc. | 49,406 | $6.93M | 0.41% | −3,134−6.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 49,261 | $6.91M | 0.11% | −504−1.0% | Reduced |
| Schnieders Capital Management LLC | 49,258 | $6.91M | 1.55% | +3,480+7.6% | Added |
| Sit Investment Associates Inc | 49,252 | $6.91M | 0.19% | +925+1.9% | Added |
| Lathrop Investment Management Corp | 49,234 | $6.91M | 1.49% | −1,016−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 49,153 | $6.90M | 0.16% | −34,203−41.0% | Reduced |
| CX Institutional | 48,918 | $6.86M | 0.38% | +10,301+26.7% | Added |
| Biondo Investment Advisors, LLC | 48,650 | $6.83M | 1.29% | +48,650 | New |
| Independent Advisor Alliance | 48,463 | $6.80M | 0.31% | +1,764+3.8% | Added |
| Metis Global Partners, LLC | 48,407 | $6.79M | 0.33% | +6,196+14.7% | Added |
| Avantax Advisory Services, Inc. | 48,222 | $6.77M | 0.08% | −464−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 48,023 | $6.74M | 0.28% | −1,986−4.0% | Reduced |
| C2C Wealth Management, LLC | 47,787 | $6.72M | 0.96% | −900−1.8% | Reduced |
| Lynch & Associates | 47,725 | $6.70M | 1.77% | −170−0.4% | Reduced |
| Cohen Capital Management, Inc. | 47,641 | $6.68M | 1.37% | −800−1.7% | Reduced |
| WealthPlan Investment Management, LLC | 47,552 | $6.67M | 1.18% | +23,295+96.0% | Added |
| Farmers Trust Co | 47,429 | $6.65M | 1.54% | −1,786−3.6% | Reduced |
| Fiduciary Trust Co | 47,305 | $6.64M | 0.12% | −1,257−2.6% | Reduced |
| New Mexico Educational Retirement Board | 47,247 | $6.63M | 0.28% | +3,300+7.5% | Added |
| Dorchester Wealth Management Co | 46,837 | $6.57M | 1.33% | −670−1.4% | Reduced |
| Winton Group Ltd | 46,289 | $6.49M | 0.54% | +19,357+71.9% | Added |
| Gladstone Institutional Advisory LLC | 46,285 | $6.49M | 0.42% | +2,360+5.4% | Added |
| Advisors Management Group Inc | 46,276 | $6.49M | 1.96% | −902−1.9% | Reduced |
| Nicholas Company, Inc. | 46,150 | $6.47M | 0.13% | −190−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 45,904 | $6.44M | 0.12% | −2,570−5.3% | Reduced |
| FIL Ltd | 45,893 | $6.44M | 0.01% | +45,893 | New |
| Edmond de Rothschild Holding S.A. | 45,574 | $6.39M | 0.13% | +1,838+4.2% | Added |
| Integrated Advisors Network LLC | 45,533 | $6.39M | 0.39% | +6,688+17.2% | Added |
| Cutler Investment Counsel LLC | 45,377 | $6.37M | 1.00% | +100.0% | Added |
| Ameritas Investment Partners, Inc. | 45,213 | $6.34M | 0.25% | +2,408+5.6% | Added |
| Kovitz Investment Group Partners, LLC | 45,178 | $6.34M | 0.11% | −359−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,086 | $6.33M | 0.03% | +45,086 | New |
| Whittier Trust Co | 45,006 | $6.31M | 0.11% | −363−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 44,950 | $6.31M | 0.11% | +734+1.7% | Added |
| Evercore Wealth Management, LLC | 44,663 | $6.27M | 0.12% | +3,217+7.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,182 | $6.20M | 1.32% | +1,703+4.0% | Added |
| WealthPLAN Partners, LLC | 44,172 | $6.20M | 0.72% | +21,898+98.3% | Added |
| Banque Cantonale Vaudoise | 44,127 | $6.19M | 0.31% | −3,590−7.5% | Reduced |
| Mutual Advisors, LLC | 43,668 | $6.13M | 0.24% | −5,056−10.4% | Reduced |
| Marathon Capital Management | 43,326 | $6.08M | 1.53% | +29+0.1% | Added |
| CTC LLC | 43,265 | $6.07M | 0.27% | +43,265 | New |
| Insight Folios Inc | 43,258 | $6.07M | 2.97% | −5,332−11.0% | Reduced |
| Granite Bay Wealth Management, LLC | 42,530 | $6.05M | 0.06% | +42,530 | New |
| Van Den Berg Management I, Inc | 43,083 | $6.04M | 2.12% | +1,929+4.7% | Added |
| Wells Trecaso Financial Group, LLC | 42,966 | $6.03M | 2.68% | +522+1.2% | Added |
| Columbia Asset Management | 42,753 | $6.00M | 1.34% | +540+1.3% | Added |
| Credit Agricole S A | 42,585 | $5.97M | 0.18% | −15,495−26.7% | Reduced |
| Balyasny Asset Management LLC | 42,270 | $5.93M | 0.02% | +29,453+229.8% | Added |
| JustInvest LLC | 42,239 | $5.93M | 0.18% | +3,346+8.6% | Added |
| XML Financial, LLC | 41,930 | $5.88M | 0.71% | −725−1.7% | Reduced |
| NBT Bank N A | 41,699 | $5.85M | 0.56% | +6,993+20.1% | Added |
| Addenda Capital Inc. | 41,641 | $5.84M | 0.25% | −39−0.1% | Reduced |
| Americana Partners, LLC | 41,760 | $5.84M | 0.63% | +3,623+9.5% | Added |
| American Investment Services, Inc. | 41,579 | $5.83M | 1.25% | −16,829−28.8% | Reduced |
| Virtu Financial LLC | 41,538 | $5.83M | 0.58% | +37,626+961.8% | Added |
| Ibex Wealth Advisors | 41,483 | $5.82M | 1.48% | +41,483 | New |
| Channing Capital Management, LLC | 41,445 | $5.81M | 0.19% | −8,132−16.4% | Reduced |