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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.

Q4 2023 vs. Q3 2023

How the institutions holding International Business Machines Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of IBM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,468372,686+255
Shares531.3M855.8K541.3M+10.9M (+2.1%)
Value$74.5B$120.1M$88.4B+$14.0B (+18.9%)

37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (343)

Institutions that held International Business Machines Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 343 by value.

Institutions new to IBM in Q4 2023
InstitutionSharesValue% of portfolio
Unisphere Establishment1,185,000$193.8M2.00%
Capital Wealth Planning, LLC1,057,088$172.9M1.98%
Slate Path Capital LP670,970$109.7M2.44%
Junto Capital Management LP379,214$62.0M1.43%
Healthcare of Ontario Pension Plan Trust Fund200,000$32.7M0.12%
Cantor Fitzgerald Investment Adviser L.P.192,840$31.5M2.44%
APG Asset Management US Inc.161,787$26.5M0.16%
Sanibel Captiva Trust Company, Inc.146,811$24.0M0.88%
Pathstone Holdings, LLC113,147$18.6M0.10%
Bluefin Capital Management, LLC110,250$18.1M1.60%
Susquehanna Portfolio Strategies, LLC90,241$14.8M0.26%
Degroof Petercam Asset Management74,100$12.1M0.16%
Varma Mutual Pension Insurance Co68,500$11.2M0.13%
Colony Group, LLC60,727$9.93M0.13%
HighPoint Advisor Group LLC45,735$8.63M0.62%
Cynosure Management, LLC50,154$8.20M1.47%
Barometer Capital Management Inc.43,470$7.05M2.00%
Davy Global Fund Management Ltd41,346$6.76M0.80%
Laird Norton Trust Company, LLC39,500$6.46M0.76%
Bayesian Capital Management, LP39,388$6.44M0.68%
Laurion Capital Management LP35,127$5.75M0.21%
Concurrent Investment Advisors, LLC30,122$4.93M0.23%
Factory Mutual Insurance Co28,800$4.71M0.06%
Groupama Asset Managment25,869$4.23M0.11%
Signature Wealth Management Group25,718$4.21M1.94%
Focus Financial Network Inc23,706$3.88M0.15%
FJ Investments, LLC23,360$3.82M0.18%
Leo Wealth, LLC20,985$3.48M0.36%
Uniplan Investment Counsel, Inc.20,101$3.29M0.24%
Strategic Planning Group, LLC20,011$3.27M1.09%
Rothschild Investment LLC18,636$3.05M0.26%
1832 Asset Management L.P.18,448$3.02M0.01%
Sage Capital Management, LLC17,750$2.90M1.74%
Napa Wealth Management17,071$2.79M1.52%
Mesirow Financial Investment Management, Inc.16,968$2.78M0.10%
M Holdings Securities, Inc.16,191$2.65M0.30%
Arete Wealth Advisors, LLC15,253$2.49M0.19%
Principal Securities, Inc.15,118$2.47M0.09%
Trust Point Inc.14,164$2.32M0.19%
Lakeridge Wealth Management LLC13,861$2.27M1.64%
Optimist Retirement Group LLC13,634$2.23M1.45%
Maverick Capital LtdSuperinvestorMaverick Capital13,532$2.21M0.05%
Foresight Capital Management Advisors, Inc.13,160$2.15M2.20%
St. Louis Financial Planners Asset Management, LLC12,339$2.02M1.88%
Birchbrook, Inc.12,325$2.02M1.33%
CMT Capital Markets Trading GmbH12,236$2.00M1.40%
KKM Financial LLC12,134$1.98M1.25%
Del-Sette Capital Management, LLC11,470$1.88M1.65%
Silverberg Bernstein Capital Management LLC10,470$1.71M1.63%
Smith Anglin Financial, LLC10,377$1.70M0.19%
First Trust Investment Solutions L.P.10,323$1.69M0.35%
OV Management LLC10,000$1.64M1.35%
Point72 Europe (London) LLP9,743$1.59M0.20%
FCG Investment Co9,401$1.54M1.51%
Portfolio Design Labs, LLC9,095$1.49M0.56%
BKM Wealth Management, LLC9,025$1.48M0.63%
Wynn Capital, LLC8,813$1.44M1.18%
Wealthstar Advisors, LLC8,780$1.44M0.53%
Investment Partners Asset Management, Inc.8,758$1.43M1.43%
Weiss Asset Management LP8,443$1.38M0.10%
Meeder Asset Management Inc8,346$1.36M0.11%
Midland Wealth Advisors LLC8,314$1.36M0.09%
Pingora Partners LLC8,160$1.33M1.18%
Castlekeep Investment Advisors LLC8,056$1.32M0.94%
Advisor Resource Council8,042$1.32M0.15%
Sierra Summit Advisors LLC8,018$1.31M0.38%
Northwest Bank & Trust Co7,942$1.30M1.17%
Veracity Capital LLC7,562$1.24M0.50%
Atlantic Edge Private Wealth Management, LLC7,104$1.16M0.47%
Saxon Interests, Inc.7,000$1.14M0.57%
Sunburst Financial Group, LLC6,957$1.14M0.35%
JBR Co Financial Management Inc6,824$1.12M1.05%
GAMMA Investing LLC5,783$1.06M0.29%
Broadwater Capital Management LLC6,455$1.06M0.83%
Winthrop Capital Management, LLC6,329$1.04M0.34%
ROI Financial Advisors, LLC6,225$1.02M0.84%
Inspire Trust Co, N.A.5,884$962.3K0.99%
InTrack Investment Management Inc5,842$955.5K0.72%
Engineers Gate Manager LP5,841$955.3K0.03%
Proquility Private Wealth Partners, LLC5,674$928.0K0.35%
Trexquant Investment LP5,486$897.2K0.02%
Mirabella Financial Services LLP5,200$850.5K0.12%
Premier Path Wealth Partners, LLC5,157$843.5K0.19%
Lantern Wealth Advisors, LLC5,125$838.2K0.66%
Skopos Labs, Inc.5,097$833.6K0.40%
IMZ Advisory Inc4,413$828.1K0.45%
Trust Co of the South5,036$823.6K0.22%
Fiera Capital Corp4,770$780.1K0.00%
Prepared Retirement Institute LLC4,744$775.8K0.58%
Cultivar Capital, Inc.4,653$761.0K0.67%
Proathlete Wealth Management LLC4,647$760.1K0.45%
Sage Advisors, LLC4,457$728.9K0.72%
Stablepoint Partners, LLC4,391$718.1K0.18%
Lake Street Advisors Group, LLC4,322$706.8K0.04%
Arvest Trust Co N A4,125$674.6K0.04%
Tyche Wealth Partners LLC4,057$663.5K0.16%
Gilliland Jeter Wealth Management LLC4,054$663.1K0.27%
apricus wealth, LLC3,980$650.9K0.50%
True Vision MN LLC3,899$637.7K0.51%
Verus Financial Partners, Inc.3,357$629.2K0.08%

Sold out (88)

Institutions that held International Business Machines Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of IBM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Contrarius Investment Management Ltd451,362$63.3M
Cantor Fitzgerald, L. P.200,171$28.1M
Randolph Co Inc152,780$21.4M
Adams Asset Advisors, LLC80,593$11.3M
Capital Fund Management S.A.68,325$9.59M
Voloridge Investment Management, LLC52,112$7.31M
L & S Advisors Inc50,100$7.03M
CTC LLC43,265$6.07M
Balyasny Asset Management LLC42,270$5.93M
Virtu Financial LLC41,538$5.83M
Segall Bryant & Hamill, LLC35,561$4.99M
RIA Advisory Group LLC35,153$4.93M
Silicon Valley Capital Partners32,245$4.52M
Advent Capital Management30,000$4.21M
Tudor Investment Corp Et Al26,526$3.72M
Lighthouse Investment Partners, LLC21,661$3.04M
Y-Intercept (Hong Kong) Ltd17,171$2.41M
Strengthening Families & Communities, LLC16,791$2.35M
Capula Management Ltd15,947$2.24M
Dynamic Technology Lab Private Ltd15,130$2.12M
Wolverine Asset Management LLC14,711$2.06M
Fund Management at Engine No. 1 LLC13,030$1.83M
Natixis12,874$1.81M
Headlands Technologies LLC8,925$1.25M
CastleKnight Management LP8,600$1.21M
Alphadyne Asset Management LP7,466$1.05M
Capricorn Fund Managers Ltd7,204$1.01M
Portman Square Capital LLP7,007$983.1K
Woodline Partners LP6,645$932.3K
Graham Capital Management, L.P.6,638$931.3K
Cable Hill Partners, LLC6,293$882.9K
Quantbot Technologies LP6,018$844.3K
Empirical Asset Management, LLC5,728$803.7K
Schonfeld Strategic Advisors LLC5,711$801.3K
Toews Corp5,500$771.6K
Cinctive Capital Management LP5,348$750.3K
Wills Financial Group, Inc.4,840$679.1K
Boothbay Fund Management, LLC4,299$603.1K
Dopkins Wealth Management, LLC3,700$519.1K
New Capital Management LP3,425$480.5K
Strategic Financial Concepts, LLC3,344$469.1K
Schoolcraft Capital LLC3,156$442.8K
Bremer Bank National Association2,938$412.2K
IMA Wealth, Inc.2,724$382.2K
Bank of Nova Scotia Trust Co2,640$370.4K
Cutler Capital Management, LLC2,560$359.2K
Advisory Research Inc2,331$327.0K
Rock Creek Group, LP2,322$325.8K
Fox Run Management, L.L.C.2,195$308.0K
Trust Co of Virginia2,176$305.3K
McKinley Carter Wealth Services, Inc.2,092$293.5K
Evoke Wealth, LLC2,054$288.2K
Calton & Associates, Inc.2,040$286.2K
Driehaus Capital Management LLC1,994$279.8K
Gerber Kawasaki Wealth & Investment Management1,983$278.2K
Blueshift Asset Management, LLC1,940$272.2K
CSS LLC1,800$252.5K
Eisler Capital (US) LLC1,775$249.0K
Darwin Advisors, LLC1,717$240.9K
Ground Swell Capital, LLC1,701$238.7K
One + One Wealth Management, LLC1,672$234.6K
All Season Financial Advisors, Inc.1,632$228.9K
Requisite Capital Management, LLC1,629$228.5K
TKG Advisors, LLC1,590$223.1K
Cobblestone Asset Management LLC1,575$221.0K
Echo Street Capital Management LLC1,554$218.0K
Flaharty Asset Management, LLC1,440$202.0K
TCWP LLC1,438$201.8K
MUFG Securities EMEA plc1,371$192.4K
Itau Unibanco Holding S.A.1,284$180.1K
Neo Ivy Capital Management888$125.0K
RVW Wealth, LLC763$107.0K
One River Asset Management, LLC711$100.4K
Northwest Investment Counselors, LLC669$93.9K
Briaud Financial Planning, Inc224$31.0K
Delos Wealth Advisors, LLC128$18.8K
Legacy Financial Group LLC119$16.7K
Carmel Capital Partners, LLC109$15.3K
Milestone Investment Advisors LLC100$14.0K
Hibernia Wealth Partners, LLC80$11.2K
Highline Wealth Partners LLC60$8.42K
Atlantic Private Wealth, LLC50$7.01K
Buck Wealth Strategies, LLC44$6.24K
West Financial Advisors, LLC38$5.33K
Core Wealth Advisors, Inc.36$5.05K
DecisionPoint Financial, LLC17$2.39K
Richard W. Paul & Associates, LLC8$1.12K
Quilter Plc539–

Not filed for Q4 2023 yet (37)

Institutions that held International Business Machines Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.354,612$49.8M
Payden & Rygel Investment Group97,270$13.6M
Pathstone Family Office, LLC86,789$12.2M
Mastrapasqua Asset Management Inc60,152$8.44M
Colony Group LLC53,399$7.49M
Ropes Wealth Advisors LLC38,809$5.44M
Advisor Partners II, LLC28,075$3.94M
Rothschild Investment Corp23,337$3.27M
Bryn Mawr Trust Co21,114$2.96M
Comerica Securities,inc.10,368$1.45M
Gyroscope Capital Management Group, LLC9,673$1.36M
Private Asset Management Inc8,532$1.20M
Innovis Asset Management LLC7,768$1.09M
Focus Financial Network, Inc.4,821$676.4K
Icon Wealth Partners, LLC4,243$595.4K
Old North State Trust, LLC4,004$562.0K
Tradewinds, LLC.3,970$557.0K
Bedel Financial Consulting Inc3,499$490.8K
J2 Capital Management Inc3,235$453.9K
Mark Stevens3,014$422.9K
Column Capital Advisors, LLC2,961$415.4K
Windsor Group LTD2,680$376.0K
Prudent Investors Network2,311$324.2K
Syntax Advisors, LLC2,221$311.6K
Triad Financial Advisors, Inc.2,129$298.7K
Foster Dykema Cabot & Co Inc2,036$286.0K
Capital Financial Planning, LLC1,785$250.4K
Truadvice, LLC1,676$249.8K
Tiedemann Advisors, LLC1,749$245.4K
Polaris Wealth Advisory Group, LLC1,708$239.6K
Cyrus J. Lawrence, LLC1,698$238.0K
Sutton Wealth Advisors Inc.1,523$213.7K
Karani Asset Management LLC1,500$210.4K
Johnson Midwest Financial, LLC1,346$188.8K
Kenfarb & Co.1,100$154.3K
WFA of San Diego, LLC666$93.4K
KB Financial Partners, LLC11$2.00K