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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 29,333 | $4.12M | 0.08% | +2,450+9.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 29,242 | $4.10M | 1.41% | −5,019−14.6% | Reduced |
| Essex Financial Services, Inc. | 29,161 | $4.09M | 0.47% | +978+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 28,892 | $4.05M | 0.22% | +13,354+85.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,755 | $4.03M | 0.11% | +113+0.4% | Added |
| Mengis Capital Management, Inc. | 28,670 | $4.02M | 0.84% | −20.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 28,553 | $4.01M | 0.14% | −920−3.1% | Reduced |
| Penserra Capital Management LLC | 28,557 | $4.00M | 0.08% | +987+3.6% | Added |
| Foundations Investment Advisors, LLC | 28,351 | $3.98M | 0.12% | +582+2.1% | Added |
| Prio Wealth Limited Partnership | 28,346 | $3.98M | 0.15% | −1,105−3.8% | Reduced |
| FLC Capital Advisors | 28,224 | $3.96M | 1.20% | +145+0.5% | Added |
| Wright Investors Service Inc | 28,209 | $3.96M | 1.15% | +508+1.8% | Added |
| Advisor Partners II, LLC | 28,075 | $3.94M | 0.16% | +950+3.5% | Added |
| Argyle Capital Management Inc. | 27,957 | $3.92M | 1.44% | +80+0.3% | Added |
| Stock Yards Bank & Trust Co | 27,876 | $3.91M | 0.15% | −346−1.2% | Reduced |
| Vectors Research Management, LLC | 30,793 | $3.91M | 1.27% | +258+0.8% | Added |
| AXS Investments LLC | 27,595 | $3.87M | 1.00% | −1,502−5.2% | Reduced |
| Capital Investment Advisory Services, LLC | 27,565 | $3.87M | 0.38% | +456+1.7% | Added |
| Connectus Wealth, LLC | 27,408 | $3.85M | 0.09% | −793−2.8% | Reduced |
| Van Strum & Towne Inc. | 27,362 | $3.84M | 1.62% | −402−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 32,291 | $3.84M | 1.36% | −134−0.4% | Reduced |
| Hayek Kallen Investment Management | 27,277 | $3.83M | 1.71% | +16+0.1% | Added |
| SS&H Financial Advisors, Inc. | 27,260 | $3.83M | 1.79% | +27,260 | New |
| Empire Financial Management Company, LLC | 27,180 | $3.81M | 1.66% | +3,616+15.3% | Added |
| Asset Dedication, LLC | 26,899 | $3.79M | 0.32% | +596+2.3% | Added |
| Iowa State Bank | 26,956 | $3.78M | 0.98% | +615+2.3% | Added |
| Capital Planning Advisors, LLC | 26,916 | $3.78M | 0.79% | +192+0.7% | Added |
| Kinloch Capital, LLC | 26,904 | $3.77M | 2.36% | −205−0.8% | Reduced |
| Bleakley Financial Group, LLC | 26,856 | $3.77M | 0.13% | −2,351−8.0% | Reduced |
| Jacobi Capital Management LLC | 26,761 | $3.75M | 0.42% | +109+0.4% | Added |
| Burney Co | 26,729 | $3.75M | 0.18% | +2,953+12.4% | Added |
| EP Wealth Advisors, LLC | 26,646 | $3.74M | 0.06% | −71,379−72.8% | Reduced |
| Oak Grove Capital LLC | 26,610 | $3.73M | 1.44% | +2,550+10.6% | Added |
| Tudor Investment Corp Et Al | 26,526 | $3.72M | 0.05% | +26,526 | New |
| Assetmark, Inc | 26,494 | $3.72M | 0.01% | +1,011+4.0% | Added |
| Wellington Shields & Co., LLC | 26,247 | $3.68M | 0.92% | +273+1.1% | Added |
| Wealthspire Advisors, LLC | 26,068 | $3.66M | 0.06% | +3,534+15.7% | Added |
| Central Trust Co | 25,894 | $3.63M | 0.10% | −391−1.5% | Reduced |
| Hilltop Holdings Inc. | 25,787 | $3.62M | 0.45% | +1,975+8.3% | Added |
| Equitable Holdings, Inc. | 25,716 | $3.61M | 0.05% | −606−2.3% | Reduced |
| Moloney Securities Asset Management, LLC | 25,691 | $3.60M | 0.65% | −2,297−8.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 25,681 | $3.60M | 1.20% | −16,311−38.8% | Reduced |
| First Nebraska Trust Co | 25,631 | $3.60M | 0.45% | +40+0.2% | Added |
| We Are One Seven, LLC | 25,424 | $3.57M | 0.28% | +1,647+6.9% | Added |
| BLB&B Advisors, LLC | 25,414 | $3.57M | 0.25% | −2,010−7.3% | Reduced |
| Altrius Capital Management Inc | 25,391 | $3.56M | 1.06% | +128+0.5% | Added |
| South State Corp. | 25,344 | $3.56M | 0.34% | −1,462−5.5% | Reduced |
| Claret Asset Management Corp | 25,257 | $3.54M | 0.70% | −379−1.5% | Reduced |
| Twin Capital Management Inc | 24,957 | $3.50M | 0.50% | −2,009−7.5% | Reduced |
| Silverlake Wealth Management LLC | 24,951 | $3.50M | 1.97% | −130−0.5% | Reduced |
| Stonebridge Capital Advisors LLC | 24,899 | $3.49M | 0.38% | +507+2.1% | Added |
| Old National Bancorp | 24,868 | $3.49M | 0.10% | −2,602−9.5% | Reduced |
| Allworth Financial LP | 24,859 | $3.49M | 0.03% | +1,442+6.2% | Added |
| RWWM, Inc. | 24,718 | $3.47M | 0.46% | −100.0% | Reduced |
| Windward Capital Management Co | 24,509 | $3.44M | 0.34% | −64−0.3% | Reduced |
| Cubic Asset Management, LLC | 24,445 | $3.43M | 0.94% | −502−2.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 24,362 | $3.42M | 0.45% | +929+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 24,340 | $3.41M | 0.37% | −96−0.4% | Reduced |
| Kavar Capital Partners Group, LLC | 24,323 | $3.41M | 0.74% | −780−3.1% | Reduced |
| DFPG Investments, LLC | 23,166 | $3.40M | 0.32% | +5,292+29.6% | Added |
| Kinneret Advisory, LLC | 24,121 | $3.38M | 0.42% | −14−0.1% | Reduced |
| Busey Wealth Management | 24,115 | $3.38M | 0.14% | −180−0.7% | Reduced |
| Allen Capital Group, LLC | 23,946 | $3.37M | 0.62% | −991−4.0% | Reduced |
| Wade G W & Inc | 23,919 | $3.36M | 0.12% | +2,704+12.7% | Added |
| Shell Asset Management Co | 23,614 | $3.31M | 0.14% | −304−1.3% | Reduced |
| Ascent Group, LLC | 22,496 | $3.30M | 0.36% | +5,910+35.6% | Added |
| Vident Advisory, LLC | 23,498 | $3.30M | 0.10% | +23,498 | New |
| Searle & Co. | 23,441 | $3.29M | 1.12% | 00.0% | Unchanged |
| Rothschild Investment Corp | 23,337 | $3.27M | 0.28% | +251+1.1% | Added |
| Hall Laurie J Trustee | 23,323 | $3.27M | 1.39% | +2,390+11.4% | Added |
| Mizuho Markets Americas LLC | 23,252 | $3.26M | 0.12% | +23,252 | New |
| Hennion & Walsh Asset Management, Inc. | 23,135 | $3.25M | 0.21% | +1,294+5.9% | Added |
| Baader Bank INC | 23,272 | $3.25M | 0.29% | +194+0.8% | Added |
| Stamos Capital Partners, L.P. | 23,090 | $3.24M | 0.72% | −1,050−4.3% | Reduced |
| Pathway Financial Advisers, LLC | 23,090 | $3.24M | 1.34% | +23,090 | New |
| Cunning Capital Partners, LP | 22,975 | $3.22M | 2.12% | +22,975 | Added |
| Venture Visionary Partners LLC | 22,957 | $3.22M | 0.19% | +371+1.6% | Added |
| Clean Yield Group | 22,418 | $3.21M | 1.42% | −692−3.0% | Reduced |
| Money Concepts Capital Corp | 22,745 | $3.19M | 0.33% | +661+3.0% | Added |
| Gamco Investors, Inc. Et Al | 22,582 | $3.17M | 0.04% | −55−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 22,554 | $3.16M | 0.11% | +564+2.6% | Added |
| Hanson & Doremus Investment Management | 22,522 | $3.16M | 0.65% | +936+4.3% | Added |
| Agf Management Ltd | 22,491 | $3.16M | 0.02% | −6,477−22.4% | Reduced |
| Convergence Investment Partners, LLC | 22,457 | $3.15M | 1.86% | −725−3.1% | Reduced |
| Washington Trust Advisors, Inc. | 22,399 | $3.14M | 0.32% | −60−0.3% | Reduced |
| Wagner Wealth Management, LLC | 22,375 | $3.14M | 1.15% | +311+1.4% | Added |
| Eagle Rock Investment Company, LLC | 22,372 | $3.14M | 0.71% | −761−3.3% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 22,362 | $3.14M | 1.72% | −1,319−5.6% | Reduced |
| Providence Capital Advisors, LLC | 22,300 | $3.13M | 0.82% | +373+1.7% | Added |
| Farmers National Bank | 22,156 | $3.11M | 1.08% | +574+2.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,937 | $3.08M | 0.16% | −53−0.2% | Reduced |
| Herold Advisors, Inc. | 21,880 | $3.07M | 0.93% | +688+3.2% | Added |
| Ziegler Capital Management, LLC | 21,863 | $3.07M | 0.12% | +172+0.8% | Added |
| Horizon Investments, LLC | 22,089 | $3.06M | 0.09% | +509+2.4% | Added |
| Old Port Advisors | 21,807 | $3.06M | 1.11% | +21,807 | New |
| Prospera Financial Services Inc | 21,751 | $3.05M | 0.12% | +260+1.2% | Added |
| IFG Advisory, LLC | 21,733 | $3.05M | 0.26% | −212−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,691 | $3.04M | 0.04% | +128+0.6% | Added |
| Lighthouse Investment Partners, LLC | 21,661 | $3.04M | 0.18% | −546−2.5% | Reduced |
| Socha Financial Group, LLC | 21,537 | $3.02M | 1.61% | +70.0% | Added |