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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.

13F holders, Q4 2023

Institutional positions in International Business Machines Corp as of Dec 31, 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
2,686
+255 vs. Q3 2023
Shares held
541.3M
+10.9M (+2.1%) vs. Q3 2023
Total value
$88.4B
+$14.0B (+18.9%) vs. Q3 2023
New holders
343
977 more added
Sold out
88
1,056 more reduced

37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 2,686 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: 3,411 institutionsQ3 2025: 3,424 institutionsQ4 2025: 3,707 institutionsQ1 2026: 3,496 institutionsQ2 2026: 3,644 institutions
Value heldQ4 2023: $88.4B
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 20253,707$177.2B
Q3 20253,424$163.1B
Q2 20253,411$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, Q4 2023

Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q3 2023.

Institutions holding IBM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Investment Research & Advisory Group, Inc.1$180.00%+1New
Dogwood Wealth Management LLC0$270.00%0New
Oliver Lagore Vanvalin Investment Group1$1590.00%−108−99.1%Reduced
Sofos Investments, Inc.1$2420.00%−224−99.6%Reduced
WestEnd Advisors, LLC5$8180.00%00.0%Unchanged
ClariVest Asset Management LLC8$1.31K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$1.47K0.00%00.0%Unchanged
Eukles Asset Management10$1.64K0.00%00.0%Unchanged
Clear Investment Research, LLC10$1.64K0.00%00.0%Unchanged
Tfo-TDC, LLC12$1.96K0.00%+5+71.4%Added
Hazlett, Burt & Watson, Inc.11$2.00K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC13$2.13K0.00%+13New
PFG Private Wealth Management, LLC19$3.11K0.00%−23−54.8%Reduced
Custom Portfolio Group LLC20$3.27K0.00%+20New
FNY Investment Advisers, LLC30$4.00K0.00%−370−92.5%Reduced
Valued Wealth Advisors LLC36$5.05K0.00%+36New
Horizons Wealth Management35$5.72K0.00%+35New
Centiva Capital, LP38$6.21K0.00%+7+22.6%Added
Sumitomo Mitsui Financial Group, Inc.40$6.55K0.00%+40New
Ibex Wealth Advisors41$6.70K1.46%−41,442−99.9%Reduced
Robinswood Financial LLC41$6.71K0.00%00.0%Unchanged
PayPay Securities Corp42$6.94K0.34%−26−38.2%Reduced
Fairman Group, LLC46$7.55K0.01%+46New
Richelieu Gestion PLC50$8.00K0.01%00.0%Unchanged
Ramirez Asset Management, Inc.50$8.18K0.00%00.0%Unchanged
Bray Capital Advisors50$8.18K0.00%00.0%Unchanged
Bourgeon Capital Management LLC52$8.51K0.00%+50+2,500.0%Added
Trifecta Capital Advisors, LLC59$9.65K0.00%00.0%Unchanged
Level Financial Advisors, Inc.59$9.69K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.75$10.6K0.00%−121−61.7%Reduced
Guardian Wealth Management, Inc.69$11.2K0.01%+69New
True Wealth Design, LLC69$11.3K0.00%+54+360.0%Added
Bromfield Sneider Wealth Advisors72$11.8K0.01%00.0%Unchanged
Arcadia Investment Management Corp76$12.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$12.8K0.01%00.0%Unchanged
Winch Advisory Services, LLC79$12.9K0.00%+1+1.3%Added
Family CFO Inc80$13.0K0.01%+1+1.3%Added
Luken Investment Analytics, LLC91$14.9K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC94$15.4K0.00%−20,570−99.5%Reduced
Timber Creek Capital Management LLC95$15.5K0.01%00.0%Unchanged
FWL Investment Management, LLC95$15.5K0.01%+50+111.1%Added
Halpern Financial, Inc.98$15.7K0.00%−18−15.5%Reduced
Tradewinds Capital Management, LLC97$15.9K0.01%00.0%Unchanged
Evolution Advisers, Inc.100$16.0K0.01%00.0%Unchanged
GoalVest Advisory LLC100$16.4K0.01%−140−58.3%Reduced
Avondale Wealth Management100$16.4K0.01%00.0%Unchanged
DB Wealth Management Group, LLC100$16.4K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.100$16.4K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$16.4K0.01%00.0%Unchanged
WealthCollab, LLC100$16.4K0.01%+100New
Bellevue Asset Management, LLC100$16.5K0.01%−20−16.7%Reduced
New Millennium Group LLC103$16.8K0.01%−7,526−98.6%Reduced
Tacita Capital Inc105$17.2K0.01%00.0%Unchanged
Mendota Financial Group, LLC105$17.2K0.01%00.0%Unchanged
American Capital Advisory, LLC116$19.0K0.01%+116New
Cedar Mountain Advisors, LLC120$19.7K0.01%+10+9.1%Added
DiNuzzo Private Wealth, Inc.122$20.0K0.00%+122New
Park Place Capital Corp128$20.9K0.01%−598−82.4%Reduced
Creative Capital Management Investments LLC130$21.3K0.01%00.0%Unchanged
Quarry LP133$21.8K0.01%+46+52.9%Added
Signature Resources Capital Management, LLC138$22.6K0.02%+138New
DHJJ Financial Advisors, Ltd.139$22.7K0.01%00.0%Unchanged
Horrell Capital Management, Inc.139$23.0K0.01%00.0%Unchanged
Versant Capital Management, Inc141$23.1K0.01%−188−57.1%Reduced
Gables Capital Management Inc.150$24.5K0.02%00.0%Unchanged
Heck Capital Advisors, LLC155$25.4K0.00%00.0%Unchanged
Brown Shipley& Co Ltd162$26.5K0.01%00.0%Unchanged
Financial Perspectives, Inc162$26.5K0.01%+2+1.3%Added
Wolff Wiese Magana LLC162$26.5K0.03%+5+3.2%Added
Mowery & Schoenfeld Wealth Management, LLC163$26.7K0.05%+163New
Resurgent Financial Advisors LLC164$26.8K0.02%−218−57.1%Reduced
Naples Money Management LLC170$27.8K0.03%+170New
Kempen Capital Management N.V.179$29.3K0.00%−24−11.8%Reduced
Creekmur Asset Management LLC179$29.3K0.01%+179New
Raffa Wealth Management, LLC180$29.4K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC184$30.2K0.00%+184New
Davis Capital Management186$30.4K0.03%+186New
Louisbourg Investments Inc.188$30.7K0.01%+188New
Ables, Iannone, Moore & Associates, Inc.191$31.2K0.02%+191New
Rogco, LP195$31.9K0.01%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd197$32.0K0.00%−900−82.0%Reduced
Insight Financial Services197$32.2K0.04%00.0%Unchanged
Red Tortoise LLC199$32.6K0.02%+2+1.0%Added
Lam Group, Inc.202$33.0K0.03%00.0%Unchanged
Gleason Group, Inc.210$34.4K0.01%+2+1.0%Added
Dunhill Financial, LLC211$34.5K0.03%+211New
Live Oak Investment Partners–$36.7K0.03%––
Stone House Investment Management, LLC247$40.5K0.01%+22+9.8%Added
West Paces Advisors Inc.252$41.2K0.01%+32+14.5%Added
Cordant, Inc.256$41.9K0.03%+226+753.3%Added
Roble, Belko & Company, Inc254$42.0K0.01%00.0%Unchanged
Caitlin John, LLC271$44.2K0.04%+271New
POM Investment Strategies, LLC271$44.3K0.04%+271New
Newton One Investments LLC277$45.3K0.02%+277New
Livelsberger Financial Advisory283$46.2K0.04%+283New
Harvest Fund Management Co., Ltd287$47.0K0.01%−368−56.2%Reduced
Clarity Asset Management, Inc.295$48.3K0.04%+295New
Keener Financial Planning LLC300$49.0K0.04%+300New
Bradley & Co. Private Wealth Management, LLC305$49.9K0.05%00.0%Unchanged
Kepos Capital LP313$51.0K0.02%−54−14.7%Reduced