Skip to main content

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.

Institutional holdersQ3 2023: 2,468 institutions
Q1 2021: 2,156 institutionsQ2 2021: 2,224 institutionsQ3 2021: 2,169 institutionsQ4 2021: 2,354 institutionsQ1 2022: 2,342 institutionsQ2 2022: 2,379 institutionsQ3 2022: 2,288 institutionsQ4 2022: 2,438 institutionsQ1 2023: 2,399 institutionsQ2 2023: 2,429 institutionsQ3 2023: 2,468 institutionsQ4 2023: 2,686 institutionsQ1 2024: 2,809 institutionsQ2 2024: 2,764 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,147 institutionsQ1 2025: 3,268 institutionsQ2 2025: 3,412 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,708 institutionsQ1 2026: 3,496 institutionsQ2 2026: 3,644 institutions
Value heldQ3 2023: $74.5B
Q1 2021: $66.9BQ2 2021: $74.2BQ3 2021: $70.6BQ4 2021: $67.0BQ1 2022: $65.1BQ2 2022: $71.9BQ3 2022: $61.5BQ4 2022: $74.3BQ1 2023: $67.7BQ2 2023: $69.7BQ3 2023: $74.5BQ4 2023: $88.4BQ1 2024: $104.2BQ2 2024: $95.1BQ3 2024: $124.7BQ4 2024: $126.2BQ1 2025: $145.7BQ2 2025: $172.7BQ3 2025: $163.1BQ4 2025: $177.2BQ1 2026: $143.7BQ2 2026: $172.1B
Institutions holding IBM and their total value by quarter
QuarterHoldersValue
Q2 20263,644$172.1B
Q1 20263,496$143.7B
Q4 20253,708$177.2B
Q3 20253,425$163.1B
Q2 20253,412$172.7B
Q1 20253,268$145.7B
Q4 20243,147$126.2B
Q3 20242,941$124.7B
Q2 20242,764$95.1B
Q1 20242,809$104.2B
Q4 20232,686$88.4B
Q3 20232,468$74.5B
Q2 20232,429$69.7B
Q1 20232,399$67.7B
Q4 20222,438$74.3B
Q3 20222,288$61.5B
Q2 20222,379$71.9B
Q1 20222,342$65.1B
Q4 20212,354$67.0B
Q3 20212,169$70.6B
Q2 20212,224$74.2B
Q1 20212,156$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.

Institutions holding IBM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Edmp, Inc.16,854$2.36M2.42%−229−1.3%Reduced
Sky Investment Group LLC16,789$2.36M0.53%+175+1.1%Added
Strengthening Families & Communities, LLC16,791$2.35M1.02%+1,175+7.5%Added
Vaughan Nelson Investment Management, L.P.16,735$2.35M0.03%+16,735New
Field & Main Bank16,674$2.34M1.10%+11,969+254.4%Added
InterOcean Capital Group, LLC16,674$2.34M0.07%+1,850+12.5%Added
ZWJ Investment Counsel Inc16,620$2.33M0.13%−556−3.2%Reduced
Maple Capital Management, Inc.16,603$2.33M0.27%−85,713−83.8%Reduced
Beech Hill Advisors, Inc.16,566$2.32M1.17%+6,285+61.1%Added
Affinity Investment Advisors, LLC16,518$2.32M1.50%−1,531−8.5%Reduced
Round Hill Asset Management16,460$2.31M1.52%−686−4.0%Reduced
Sterneck Capital Management, LLC16,438$2.31M1.54%−1,538−8.6%Reduced
TD Private Client Wealth LLC16,424$2.30M0.10%−793−4.6%Reduced
Abundance Wealth Counselors16,367$2.30M0.66%+16,367New
PGGM Investments16,321$2.29M0.04%+16,321New
Naples Global Advisors, LLC16,306$2.29M0.28%+208+1.3%Added
Rockland Trust Co16,302$2.29M0.14%−52−0.3%Reduced
St. Clair Advisors, LLC16,301$2.29M0.90%00.0%Unchanged
Green Square Capital Advisors LLC16,286$2.28M0.31%+69+0.4%Added
Portside Wealth Group, LLC16,235$2.28M0.43%−20−0.1%Reduced
TrimTabs Asset Management, LLC16,258$2.28M1.21%−131−0.8%Reduced
Vise Technologies, Inc.16,092$2.26M0.56%+1,577+10.9%Added
SPC Financial, Inc.16,051$2.25M0.25%+81+0.5%Added
Holderness Investments Co16,051$2.25M0.88%+150+0.9%Added
Bridges Investment Management Inc16,048$2.25M0.08%−250−1.5%Reduced
Spire Wealth Management16,020$2.25M0.09%−756−4.5%Reduced
SevenBridge Financial Group, LLC16,009$2.25M0.58%+1,420+9.7%Added
Oak Harbor Wealth Partners, LLC15,972$2.24M0.80%−246−1.5%Reduced
Capula Management Ltd15,947$2.24M0.15%+15,947New
Hamilton Point Investment Advisors, LLC15,926$2.23M0.55%−1,123−6.6%Reduced
Resources Investment Advisors, LLC.15,861$2.23M0.05%+1,115+7.6%Added
North Star Investment Management Corp.15,784$2.21M0.19%−68−0.4%Reduced
First Hawaiian Bank15,781$2.21M0.08%−191−1.2%Reduced
Caldwell Trust Co15,772$2.21M0.30%−282−1.8%Reduced
Ledge Wealth Management, Inc.15,765$2.21M0.99%+1,648+11.7%Added
White Pine Capital LLC15,760$2.21M0.89%+740+4.9%Added
Atomi Financial Group, Inc.15,698$2.20M0.74%−206−1.3%Reduced
Ipswich Investment Management Co., Inc.15,689$2.20M0.60%−50−0.3%Reduced
Edgestream Partners, L.P.15,682$2.20M0.18%+15,682New
Simmons Bank15,646$2.20M0.19%+948+6.4%Added
Sumitomo Life Insurance Co15,553$2.18M0.06%−209−1.3%Reduced
Geneos Wealth Management Inc.15,552$2.18M0.11%−880−5.4%Reduced
Pensionfund Sabic15,500$2.17M0.76%00.0%Unchanged
Jones Financial Companies LLLP15,469$2.17M0.00%−590−3.7%Reduced
Redwood Investment Management, LLC15,358$2.15M0.19%+493+3.3%Added
Moneta Group Investment Advisors LLC15,336$2.15M0.05%−273−1.7%Reduced
Widmann Financial Services, Inc.15,269$2.14M2.13%−91−0.6%Reduced
Balentine LLC15,232$2.14M0.07%−2,014−11.7%Reduced
Empowered Funds, LLC15,222$2.14M0.06%−27−0.2%Reduced
Hudson Valley Investment Advisors Inc15,194$2.13M0.30%+25+0.2%Added
Cypress Capital, LLC15,147$2.13M0.62%+63+0.4%Added
Dynamic Technology Lab Private Ltd15,130$2.12M0.21%+15,130New
Northcape Wealth Management, LLC15,103$2.12M0.81%+295+2.0%Added
Sentry LLC15,082$2.12M0.45%00.0%Unchanged
United Capital Management of KS, Inc.15,079$2.12M0.72%+253+1.7%Added
Pacitti Group Inc.15,000$2.10M1.47%+86+0.6%Added
Allen Investment Management LLC15,000$2.10M0.03%00.0%Unchanged
IHT Wealth Management, LLC14,930$2.09M0.11%+472+3.3%Added
AlphaStar Capital Management, LLC14,838$2.08M0.26%+646+4.6%Added
Arkadios Wealth Advisors14,809$2.08M0.20%+7,928+115.2%Added
B.O.S.S. Retirement Advisors, LLC14,781$2.07M0.45%−1,760−10.6%Reduced
Cypress Capital Group14,780$2.07M0.30%−305−2.0%Reduced
Grimes & Company, Inc.14,753$2.07M0.08%+87+0.6%Added
Wolverine Asset Management LLC14,711$2.06M0.04%−57−0.4%Reduced
Global Retirement Partners, LLC14,597$2.06M0.10%+307+2.1%Added
Clearstead Advisors, LLC14,655$2.06M0.13%−502−3.3%Reduced
Sheaff Brock Investment Advisors, LLC14,655$2.06M0.21%00.0%Unchanged
Diversified Trust Co14,644$2.05M0.08%+1,234+9.2%Added
Alliance Wealth Advisors, LLC14,591$2.05M0.76%+478+3.4%Added
Cutler Group LP14,592$2.05M0.33%+7,087+94.4%Added
Bank Julius Baer & Co. Ltd, Zurich14,572$2.04M0.01%−3,209−18.0%Reduced
Patton Albertson Miller Group, LLC14,549$2.04M0.40%+338+2.4%Added
Signet Investment Advisory Group, Inc.14,538$2.04M1.36%+115+0.8%Added
Golden State Equity Partners14,506$2.04M0.57%+443+3.2%Added
Hills Bank & Trust Co14,494$2.03M0.24%−1,084−7.0%Reduced
Freestone Capital Holdings, LLC14,486$2.03M0.11%−157−1.1%Reduced
Cladis Investment Advisory, LLC14,480$2.03M1.78%00.0%Unchanged
Citizens & Northern Corp14,449$2.03M0.81%−427−2.9%Reduced
Folger Nolan Fleming Douglas Capital Management, Inc14,423$2.02M0.24%−30−0.2%Reduced
Crestwood Advisors Group LLC14,383$2.02M0.05%+4,230+41.7%Added
Keel Point, LLC14,363$2.02M0.28%+371+2.7%Added
Valeo Financial Advisors, LLC14,350$2.01M0.09%+1,684+13.3%Added
Lynch Asset Management, Inc.14,350$2.01M1.32%−2,200−13.3%Reduced
NEOS Investment Management LLC14,305$2.01M0.26%+14,305New
Jaffetilchin Investment Partners, LLC14,304$2.01M0.22%+715+5.3%Added
Cornerstone Advisors, LLC14,300$2.01M0.09%−1,100−7.1%Reduced
SkyOak Wealth, LLC14,298$2.01M0.59%+100+0.7%Added
CAPROCK Group, Inc.14,292$2.01M0.15%+162+1.1%Added
Insight Inv LLC14,484$2.00M2.21%−200−1.4%Reduced
Klingenstein Fields & Co LP14,232$2.00M0.10%+2,402+20.3%Added
CWA Asset Management Group, LLC14,229$2.00M0.15%+829+6.2%Added
Fca Corp14,209$1.99M0.74%+540+4.0%Added
Park Circle Co14,200$1.99M1.88%00.0%Unchanged
Penn Mutual Asset Management, LLC14,130$1.98M1.86%00.0%Unchanged
Exencial Wealth Advisors, LLC14,109$1.98M0.10%−2,950−17.3%Reduced
ISAM Funds (UK) Ltd14,056$1.97M1.25%+8,183+139.3%Added
River & Mercantile Asset Management LLP13,959$1.96M0.46%−1,680−10.7%Reduced
Tompkins Financial Corp13,900$1.95M0.31%−534−3.7%Reduced
Parthenon LLC13,842$1.94M0.29%00.0%Unchanged
Axxcess Wealth Management, LLC13,840$1.94M0.07%+4,165+43.0%Added