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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 21,522 | $3.02M | 0.10% | +319+1.5% | Added |
| Sompo Asset Management Co., Ltd. | 21,495 | $3.02M | 0.66% | −31,085−59.1% | Reduced |
| LaFleur & Godfrey LLC | 21,445 | $3.01M | 0.48% | +12,193+131.8% | Added |
| PFG Investments, LLC | 21,225 | $2.98M | 0.56% | −420−1.9% | Reduced |
| Perkins Coie Trust Co | 21,220 | $2.98M | 0.84% | +72+0.3% | Added |
| Strategic Advisors LLC | 21,177 | $2.97M | 0.59% | +400+1.9% | Added |
| Bryn Mawr Trust Co | 21,114 | $2.96M | 0.13% | +797+3.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 21,042 | $2.95M | 0.20% | −1,257−5.6% | Reduced |
| RFG Advisory, LLC | 20,993 | $2.95M | 0.13% | −4,696−18.3% | Reduced |
| Park Avenue Securities LLC | 20,958 | $2.94M | 0.05% | −482−2.2% | Reduced |
| Alberta Investment Management Corp | 20,900 | $2.93M | 0.03% | 00.0% | Unchanged |
| Next Level Private LLC | 20,812 | $2.93M | 1.94% | +70+0.3% | Added |
| Stonebridge Capital Management Inc | 20,841 | $2.92M | 1.60% | −6,850−24.7% | Reduced |
| Redwood Wealth Management Group, LLC | 20,743 | $2.91M | 3.40% | +20.0% | Added |
| Capstone Investment Advisors, LLC | 20,664 | $2.90M | 0.08% | +20,664 | New |
| Verdence Capital Advisors LLC | 20,548 | $2.88M | 0.31% | +4,238+26.0% | Added |
| Dynamic Advisor Solutions LLC | 20,546 | $2.88M | 0.14% | +690+3.5% | Added |
| Westmount Partners, LLC | 20,388 | $2.86M | 1.26% | −372−1.8% | Reduced |
| Ogorek Anthony Joseph | 20,369 | $2.86M | 1.13% | +80.0% | Added |
| Gries Financial LLC | 20,355 | $2.86M | 0.77% | −960−4.5% | Reduced |
| KMG Fiduciary Partners, LLC | 20,249 | $2.84M | 0.38% | −565−2.7% | Reduced |
| Charter Research & Investment Group, Inc. | 20,187 | $2.83M | 2.55% | −420−2.0% | Reduced |
| Ingalls & Snyder LLC | 20,168 | $2.83M | 0.14% | +194+1.0% | Added |
| McDonald Partners LLC | 20,134 | $2.82M | 0.92% | +1,002+5.2% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.82M | 1.84% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 20,107 | $2.82M | 0.39% | −99−0.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,867 | $2.81M | 0.69% | +500+2.7% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.81M | 0.43% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 19,982 | $2.80M | 1.33% | −198−1.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 19,875 | $2.79M | 0.60% | −130−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,783 | $2.78M | 0.27% | +329+1.7% | Added |
| Warren Averett Asset Management, LLC | 19,692 | $2.76M | 0.12% | +6,397+48.1% | Added |
| Paragon Capital Management LLC | 19,574 | $2.75M | 1.62% | −194−1.0% | Reduced |
| Greenleaf Trust | 19,551 | $2.74M | 0.03% | +1,381+7.6% | Added |
| GYL Financial Synergies, LLC | 19,544 | $2.74M | 0.27% | +7,768+66.0% | Added |
| Deseret Mutual Benefit Administrators | 19,534 | $2.74M | 1.35% | −1,824−8.5% | Reduced |
| Associated Banc-Corp | 19,496 | $2.74M | 0.11% | +3,024+18.4% | Added |
| Profund Advisors LLC | 19,449 | $2.73M | 0.15% | −1,695−8.0% | Reduced |
| Great Lakes Advisors, LLC | 19,415 | $2.72M | 0.02% | −1,144−5.6% | Reduced |
| AIMZ Investment Advisors, LLC | 19,376 | $2.72M | 1.21% | −326−1.7% | Reduced |
| RSM US Wealth Management LLC | 19,361 | $2.72M | 0.10% | +220+1.1% | Added |
| Moody National Bank Trust Division | 19,339 | $2.71M | 0.18% | +974+5.3% | Added |
| Tokio Marine Asset Management Co Ltd | 19,307 | $2.71M | 0.17% | +1,829+10.5% | Added |
| Siemens Fonds Invest GmbH | 19,267 | $2.70M | 0.27% | −241−1.2% | Reduced |
| J.W. Cole Advisors, Inc. | 19,265 | $2.70M | 0.20% | +1,309+7.3% | Added |
| Signaturefd, LLC | 19,247 | $2.70M | 0.07% | +2,991+18.4% | Added |
| Smithfield Trust Co | 19,245 | $2.70M | 0.17% | −61−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 19,171 | $2.69M | 0.05% | −628−3.2% | Reduced |
| Old Point Trust & Financial Services N A | 19,169 | $2.69M | 1.21% | −225−1.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,095 | $2.68M | 0.07% | −100−0.5% | Reduced |
| Staley Capital Advisers Inc | 18,957 | $2.66M | 0.15% | +260+1.4% | Added |
| Fisher Asset Management, LLC | 18,917 | $2.65M | 0.00% | −3,080−14.0% | Reduced |
| Veriti Management LLC | 18,863 | $2.65M | 0.30% | −104−0.5% | Reduced |
| Perigon Wealth Management, LLC | 18,705 | $2.62M | 0.11% | +873+4.9% | Added |
| Atlas Wealth LLC | 18,702 | $2.62M | 0.49% | −275−1.4% | Reduced |
| Leonteq Securities AG | 18,696 | $2.62M | 0.28% | −5,429−22.5% | Reduced |
| Edge Capital Group, LLC | 18,682 | $2.62M | 0.17% | −4,147−18.2% | Reduced |
| N.E.W. Advisory Services LLC | 18,665 | $2.62M | 0.37% | +297+1.6% | Added |
| NTV Asset Management LLC | 18,659 | $2.62M | 0.47% | −200−1.1% | Reduced |
| Mission Wealth Management, LP | 18,581 | $2.61M | 0.10% | +8,061+76.6% | Added |
| Wellington Shields Capital Management, LLC | 18,544 | $2.60M | 0.34% | +4,500+32.0% | Added |
| Brookstone Capital Management | 18,834 | $2.60M | 0.06% | −100,213−84.2% | Reduced |
| J. W. Coons Advisors, LLC | 18,376 | $2.58M | 0.74% | −1,792−8.9% | Reduced |
| Wetherby Asset Management Inc | 18,304 | $2.57M | 0.15% | +547+3.1% | Added |
| Sound View Wealth Advisors Group, LLC | 18,303 | $2.57M | 0.32% | +812+4.6% | Added |
| SeaBridge Investment Advisors LLC | 18,211 | $2.56M | 0.84% | −108−0.6% | Reduced |
| CoreCap Advisors, LLC | 18,160 | $2.55M | 0.18% | −234−1.3% | Reduced |
| Neville Rodie & Shaw Inc | 18,129 | $2.54M | 0.23% | −585−3.1% | Reduced |
| Montag A & Associates Inc | 18,125 | $2.54M | 0.16% | −2,736−13.1% | Reduced |
| Cacti Asset Management LLC | 18,150 | $2.54M | 0.24% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 17,984 | $2.52M | 0.11% | +1,918+11.9% | Added |
| Citadel Investment Advisory, Inc. | 17,871 | $2.51M | 1.64% | −50−0.3% | Reduced |
| EagleClaw Capital Managment, LLC | 17,847 | $2.50M | 0.57% | −75−0.4% | Reduced |
| Spinnaker Trust | 17,831 | $2.50M | 0.19% | +2,696+17.8% | Added |
| Independent Financial Group, LLC | 17,792 | $2.50M | 0.16% | +6,769+61.4% | Added |
| Jackson Hole Capital Partners, LLC | 17,770 | $2.49M | 0.73% | −3,418−16.1% | Reduced |
| Core Alternative Capital | 17,756 | $2.49M | 0.38% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 17,722 | $2.49M | 0.97% | +495+2.9% | Added |
| Exeter Financial, LLC | 17,686 | $2.48M | 1.31% | +68+0.4% | Added |
| Stolper Co | 17,631 | $2.47M | 1.07% | −17−0.1% | Reduced |
| Modera Wealth Management, LLC | 17,565 | $2.46M | 0.05% | −2,537−12.6% | Reduced |
| 180 Wealth Advisors, LLC | 17,563 | $2.46M | 0.55% | −219−1.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 17,524 | $2.46M | 1.86% | +20+0.1% | Added |
| Green Alpha Advisors, LLC | 17,508 | $2.46M | 1.89% | −265−1.5% | Reduced |
| Regal Investment Advisors LLC | 17,437 | $2.45M | 0.21% | +2,311+15.3% | Added |
| International Assets Investment Management, LLC | 17,076 | $2.44M | 0.34% | −617−3.5% | Reduced |
| Bangor Savings Bank | 17,421 | $2.44M | 0.29% | +78+0.4% | Added |
| Capital Analysts, LLC | 17,392 | $2.44M | 0.14% | −410−2.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,317 | $2.43M | 0.18% | +2,256+15.0% | Added |
| Plimoth Trust Co LLC | 17,308 | $2.43M | 0.76% | +155+0.9% | Added |
| Leelyn Smith, LLC | 17,293 | $2.43M | 0.59% | +95+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,171 | $2.41M | 0.24% | +17,171 | New |
| AMG National Trust Bank | 17,164 | $2.41M | 0.08% | −404−2.3% | Reduced |
| Stansberry Asset Management, LLC | 17,118 | $2.40M | 0.42% | +444+2.7% | Added |
| Park National Corp | 17,049 | $2.39M | 0.11% | +483+2.9% | Added |
| Fayez Sarofim & Co | 17,002 | $2.39M | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 16,972 | $2.38M | 1.76% | +371+2.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,960 | $2.38M | 0.71% | 00.0% | Unchanged |
| S&CO Inc | 16,888 | $2.37M | 0.19% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 16,876 | $2.37M | 1.63% | +1,670+11.0% | Added |