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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 41,309 | $5.80M | 2.15% | −11,046−21.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 41,190 | $5.78M | 3.92% | +476+1.2% | Added |
| Meritage Portfolio Management | 40,882 | $5.74M | 0.42% | −711−1.7% | Reduced |
| Rodgers Brothers Inc. | 40,882 | $5.74M | 0.98% | +6,633+19.4% | Added |
| Cardinal Capital Management | 40,603 | $5.70M | 1.16% | +805+2.0% | Added |
| HGK Asset Management Inc | 40,539 | $5.69M | 1.86% | −4,240−9.5% | Reduced |
| Millennium Management LLC | 40,535 | $5.69M | 0.01% | −341,665−89.4% | Reduced |
| Financial & Tax Architects, LLC | 40,523 | $5.69M | 1.77% | +688+1.7% | Added |
| Rathbone Brothers plc | 40,462 | $5.68M | 0.04% | +20,378+101.5% | Added |
| Carnegie Capital Asset Management, LLC | 40,249 | $5.65M | 0.22% | −503−1.2% | Reduced |
| Apollon Wealth Management, LLC | 40,209 | $5.64M | 0.28% | +109+0.3% | Added |
| Brown Brothers Harriman & Co | 39,911 | $5.60M | 0.05% | +2,156+5.7% | Added |
| Toth Financial Advisory Corp | 39,838 | $5.59M | 0.85% | −1,549−3.7% | Reduced |
| Fidelity D & D Bancorp Inc | 39,652 | $5.56M | 5.72% | +39,652 | New |
| Viking Fund Management LLC | 39,250 | $5.51M | 1.11% | +50+0.1% | Added |
| Tower Research Capital LLC (TRC) | 39,167 | $5.50M | 0.17% | −9,030−18.7% | Reduced |
| Coldstream Capital Management Inc | 39,006 | $5.47M | 0.18% | +1,100+2.9% | Added |
| Mayflower Financial Advisors, LLC | 38,901 | $5.46M | 0.82% | +64+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 38,867 | $5.45M | 1.94% | +1,921+5.2% | Added |
| Portland Global Advisors LLC | 38,862 | $5.45M | 0.91% | +1,081+2.9% | Added |
| Ropes Wealth Advisors LLC | 38,809 | $5.44M | 1.06% | −3,652−8.6% | Reduced |
| Shelter Mutual Insurance Co | 38,491 | $5.40M | 1.51% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 38,469 | $5.40M | 0.38% | −1,267−3.2% | Reduced |
| Winslow Asset Management Inc | 38,394 | $5.39M | 1.25% | −494−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 38,313 | $5.38M | 0.16% | −10,953−22.2% | Reduced |
| Berger Financial Group, Inc | 37,943 | $5.32M | 0.61% | +1,489+4.1% | Added |
| First Citizens Bank & Trust Co | 37,917 | $5.32M | 0.10% | −6,390−14.4% | Reduced |
| Principal Street Partners, LLC | 37,749 | $5.30M | 1.05% | −2,138−5.4% | Reduced |
| Metropolitan Life Insurance Co | 37,692 | $5.29M | 0.27% | −1,879−4.7% | Reduced |
| Romano Brothers and Company | 37,502 | $5.26M | 0.82% | −436−1.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 37,200 | $5.22M | 1.91% | −499−1.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 37,168 | $5.21M | 0.54% | +23,510+172.1% | Added |
| Trust Co of Vermont | 36,413 | $5.11M | 0.34% | +2,562+7.6% | Added |
| Birmingham Capital Management Co Inc | 36,372 | $5.10M | 2.11% | +3,776+11.6% | Added |
| Fulton Bank, N.A. | 36,242 | $5.08M | 0.25% | +815+2.3% | Added |
| Gotham Asset Management, LLC | 36,237 | $5.08M | 0.11% | −29,315−44.7% | Reduced |
| Game Creek Capital, LP | 36,175 | $5.08M | 3.38% | +19,812+121.1% | Added |
| Sawtooth Solutions, LLC | 36,110 | $5.07M | 0.16% | −2,476−6.4% | Reduced |
| American Trust Investment Advisors, LLC | 36,096 | $5.06M | 2.79% | +1,870+5.5% | Added |
| Benson Investment Management Company, Inc. | 35,987 | $5.05M | 2.83% | +329+0.9% | Added |
| KWMG, LLC | 35,574 | $4.99M | 0.63% | +468+1.3% | Added |
| Tectonic Advisors LLC | 35,571 | $4.99M | 0.47% | +3,949+12.5% | Added |
| Segall Bryant & Hamill, LLC | 35,561 | $4.99M | 0.06% | −1,117−3.0% | Reduced |
| Barry Investment Advisors, LLC | 35,303 | $4.95M | 1.78% | +1,097+3.2% | Added |
| Panagora Asset Management Inc | 35,235 | $4.94M | 0.03% | +3,520+11.1% | Added |
| SeaCrest Wealth Management, LLC | 35,205 | $4.94M | 0.64% | −20.0% | Reduced |
| Dodge & Cox | 35,185 | $4.94M | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 35,153 | $4.93M | 2.21% | +28,619+438.0% | Added |
| Sowell Financial Services LLC | 35,129 | $4.93M | 0.31% | +752+2.2% | Added |
| Mendel Money Management | 35,103 | $4.92M | 2.64% | +1,171+3.5% | Added |
| Farmers & Merchants Investments Inc | 34,816 | $4.88M | 0.19% | +960+2.8% | Added |
| Cannell Peter B & Co Inc | 34,793 | $4.88M | 0.17% | 00.0% | Unchanged |
| New England Asset Management Inc | 34,725 | $4.87M | 0.80% | −650−1.8% | Reduced |
| Foster & Motley Inc | 34,713 | $4.87M | 0.40% | +1,139+3.4% | Added |
| Lincoln National Corp | 34,561 | $4.85M | 0.10% | −970−2.7% | Reduced |
| SFE Investment Counsel | 34,413 | $4.83M | 1.40% | +2,544+8.0% | Added |
| Clearbridge Investments, LLC | 34,406 | $4.83M | 0.00% | +1,891+5.8% | Added |
| Prime Capital Investment Advisors, LLC | 34,356 | $4.82M | 0.10% | +5,553+19.3% | Added |
| 1st Source Bank | 34,057 | $4.78M | 0.33% | −517−1.5% | Reduced |
| Garland Capital Management Inc | 34,016 | $4.77M | 3.37% | +273+0.8% | Added |
| Chartwell Investment Partners, LLC | 33,931 | $4.76M | 0.18% | −201−0.6% | Reduced |
| Strategic Wealth Designers | 33,831 | $4.75M | 0.86% | +3,653+12.1% | Added |
| Cohen Klingenstein LLC | 33,715 | $4.73M | 0.21% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 33,583 | $4.71M | 0.21% | +1,167+3.6% | Added |
| Pinebridge Investments, L.P. | 33,503 | $4.70M | 0.05% | −28,420−45.9% | Reduced |
| Canandaigua National Bank & Trust Co | 33,455 | $4.69M | 0.76% | +1,458+4.6% | Added |
| Sigma Planning Corp | 33,386 | $4.68M | 0.18% | +1,032+3.2% | Added |
| Royal Fund Management, LLC | 33,315 | $4.67M | 0.67% | −3,307−9.0% | Reduced |
| Gabelli Funds LLC | 33,300 | $4.67M | 0.04% | +100.0% | Added |
| Teza Capital Management LLC | 33,082 | $4.64M | 0.75% | +33,082 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 33,047 | $4.64M | 0.36% | +451+1.4% | Added |
| Stratos Wealth Advisors, LLC | 32,985 | $4.63M | 0.31% | +4,515+15.9% | Added |
| Soltis Investment Advisors LLC | 32,731 | $4.59M | 0.59% | −17,466−34.8% | Reduced |
| Hourglass Capital, LLC | 32,685 | $4.59M | 1.62% | −11,963−26.8% | Reduced |
| King Luther Capital Management Corp | 32,570 | $4.57M | 0.02% | +466+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 32,433 | $4.55M | 0.08% | −1,441−4.3% | Reduced |
| Bartlett & Co. LLC | 32,433 | $4.55M | 0.08% | −1,441−4.3% | Reduced |
| Avantax Planning Partners, Inc. | 32,322 | $4.53M | 0.19% | −11,413−26.1% | Reduced |
| Silicon Valley Capital Partners | 32,245 | $4.52M | 0.85% | +8,117+33.6% | Added |
| Jennison Associates LLC | 32,233 | $4.52M | 0.00% | −6,592−17.0% | Reduced |
| Johnson Investment Counsel Inc | 32,157 | $4.51M | 0.06% | −1,063−3.2% | Reduced |
| Greylin Investment Mangement Inc | 32,127 | $4.51M | 0.81% | −10,121−24.0% | Reduced |
| RBA Wealth Management, LLC | 32,003 | $4.49M | 2.16% | +629+2.0% | Added |
| Shilanski & Associates, Inc. | 31,973 | $4.49M | 1.83% | +772+2.5% | Added |
| Empirical Finance, LLC | 31,629 | $4.44M | 0.33% | +3,509+12.5% | Added |
| Ar Asset Management Inc | 31,452 | $4.41M | 1.24% | 00.0% | Unchanged |
| MEMBERS Trust Co | 30,983 | $4.39M | 0.13% | +1,123+3.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 30,774 | $4.32M | 0.17% | −4,109−11.8% | Reduced |
| Bard Financial Services, Inc. | 30,585 | $4.29M | 0.53% | −305−1.0% | Reduced |
| Hantz Financial Services, Inc. | 30,314 | $4.25M | 0.11% | +367+1.2% | Added |
| MAI Capital Management | 30,098 | $4.22M | 0.06% | +1,387+4.8% | Added |
| Investment Management Corp of Ontario | 30,087 | $4.22M | 0.17% | +1,075+3.7% | Added |
| Advent Capital Management | 30,000 | $4.21M | 0.10% | 00.0% | Unchanged |
| Resources Management Corp | 29,956 | $4.20M | 0.68% | −130−0.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 29,957 | $4.20M | 0.15% | −1,375−4.4% | Reduced |
| Hallmark Capital Management Inc | 29,790 | $4.18M | 0.35% | −1,587−5.1% | Reduced |
| Bonness Enterprises Inc | 29,564 | $4.15M | 1.90% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 29,471 | $4.13M | 1.64% | +1,428+5.1% | Added |
| Tufton Capital Management | 29,449 | $4.13M | 0.92% | −210−0.7% | Reduced |
| Madison Asset Management, LLC | 29,350 | $4.12M | 0.06% | +20,404+228.1% | Added |