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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 3,063 | $500.9K | 0.47% | −1,134−27.0% | Reduced |
| Verus Capital Partners, LLC | 3,064 | $501.1K | 0.06% | +360+13.3% | Added |
| Harvest Portfolios Group Inc. | 3,067 | $501.6K | 0.02% | −751−19.7% | Reduced |
| E&G Advisors, LP | 3,070 | $502.1K | 0.18% | −600−16.3% | Reduced |
| Reik & Co., LLC | 3,072 | $502.4K | 0.14% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,073 | $502.6K | 0.26% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,073 | $502.7K | 0.31% | −21−0.7% | Reduced |
| Guardian Investment Management | 3,075 | $502.9K | 0.43% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 3,082 | $504.0K | 0.17% | +39+1.3% | Added |
| Sweet Financial Partners, LLC | 3,099 | $506.9K | 0.12% | −26−0.8% | Reduced |
| Doheny Asset Management | 3,103 | $507.0K | 0.50% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,101 | $507.1K | 0.08% | +3,101 | New |
| MV Capital Management, Inc. | 3,101 | $507.2K | 0.06% | +31+1.0% | Added |
| Aveo Capital Partners, LLC | 3,101 | $507.2K | 0.06% | +109+3.6% | Added |
| First National Bank | 3,102 | $507.3K | 0.40% | −3,085−49.9% | Reduced |
| Kure Advisory, LLC | 3,102 | $507.3K | 0.26% | −7−0.2% | Reduced |
| Platform Technology Partners | 2,725 | $507.4K | 0.20% | −483−15.1% | Reduced |
| Vista Capital Partners, Inc. | 3,105 | $507.8K | 0.07% | +926+42.5% | Added |
| Precedent Wealth Partners, LLC | 3,106 | $507.9K | 0.26% | +3,106 | New |
| Montz Harcus Wealth Management LLC | 3,106 | $508.0K | 0.39% | +180+6.2% | Added |
| Acorn Financial Advisory Services Inc | 3,106 | $508.0K | 0.09% | +12+0.4% | Added |
| Kennedy Investment Group | 3,114 | $509.3K | 0.28% | +106+3.5% | Added |
| Smith, Salley & Associates | 3,115 | $509.4K | 0.03% | −471−13.1% | Reduced |
| United Advisor Group, LLC | 3,094 | $509.4K | 0.61% | +3,094 | New |
| Miracle Mile Advisors, LLC | 3,116 | $509.6K | 0.01% | −2,291−42.4% | Reduced |
| Provence Wealth Management Group | 3,119 | $510.1K | 0.27% | +344+12.4% | Added |
| Saratoga Research & Investment Management | 3,120 | $510.3K | 0.02% | −66−2.1% | Reduced |
| CFM Wealth Partners LLC | 3,124 | $510.9K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,124 | $511.0K | 0.04% | +1,505+93.0% | Added |
| Savvy Advisors, Inc. | 3,125 | $511.1K | 0.50% | +3,125 | New |
| Derbend Asset Management | 3,127 | $511.4K | 0.30% | +124+4.1% | Added |
| Legacy Private Trust Co. | 3,130 | $511.9K | 0.04% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 3,131 | $512.1K | 0.05% | −749−19.3% | Reduced |
| Creative Financial Designs Inc | 3,142 | $513.9K | 0.05% | +614+24.3% | Added |
| Financial Futures Ltd Liability Co. | 3,145 | $514.4K | 0.39% | +1,100+53.8% | Added |
| Valley National Advisers Inc | 3,154 | $515.0K | 0.08% | +514+19.5% | Added |
| Sage Mountain Advisors LLC | 3,156 | $516.2K | 0.06% | +84+2.7% | Added |
| Willis Johnson & Associates, Inc. | 3,157 | $516.4K | 0.05% | +436+16.0% | Added |
| Traphagen Investment Advisors LLC | 3,158 | $516.5K | 0.06% | −108−3.3% | Reduced |
| American National Bank | 3,161 | $517.0K | 0.08% | +434+15.9% | Added |
| Catalyst Financial Partners LLC | 3,161 | $517.0K | 0.15% | +659+26.3% | Added |
| Crescent Grove Advisors, LLC | 3,164 | $517.5K | 0.06% | +8+0.3% | Added |
| Central Valley Advisors, LLC | 3,165 | $517.6K | 0.30% | +3,165 | New |
| Peoples Bank | 3,165 | $517.6K | 0.30% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,173 | $519.0K | 0.06% | +293+10.2% | Added |
| JB Capital LLC | 3,186 | $521.1K | 0.04% | +124+4.0% | Added |
| Cohen Investment Advisors LLC | 3,188 | $521.4K | 0.38% | −283−8.2% | Reduced |
| Eudaimonia Partners, LLC | 3,189 | $521.5K | 0.14% | −10,005−75.8% | Reduced |
| Rational Advisors LLC | 3,193 | $522.2K | 0.05% | +1,446+82.8% | Added |
| SRB Corp | 3,196 | $522.7K | 0.03% | +3,196 | New |
| Investment Advisory Services Inc | 3,201 | $523.5K | 0.21% | −3−0.1% | Reduced |
| Mechanics Financial Corp | 3,225 | $527.4K | 0.30% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 3,227 | $527.8K | 0.29% | +3,227 | New |
| Options Solutions, LLC | 3,235 | $529.1K | 0.56% | +1,135+54.0% | Added |
| Financial Advisors Network, Inc. | 3,255 | $532.4K | 0.11% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 3,253 | $532.6K | 0.14% | −7,689−70.3% | Reduced |
| Strategic Investment Solutions, Inc. | 3,263 | $533.6K | 0.09% | +3,263 | New |
| Family Wealth Group, LLC | 3,279 | $536.3K | 0.67% | +3,279 | New |
| Autumn Glory Partners, LLC | 3,215 | $536.8K | 0.31% | +515+19.1% | Added |
| Fiducient Advisors LLC | 3,288 | $537.8K | 0.10% | +11+0.3% | Added |
| Tennessee Valley Asset Management Partners | 3,290 | $538.1K | 0.14% | −37−1.1% | Reduced |
| Souders Financial Advisors | 3,292 | $538.4K | 0.09% | +3,292 | New |
| Dana Investment Advisors, Inc. | 3,296 | $539.1K | 0.03% | −227−6.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 3,299 | $539.6K | 0.28% | +3,299 | New |
| Michael S. Ryan, Inc. | 3,307 | $540.9K | 0.45% | 00.0% | Unchanged |
| GDS Wealth Management | 3,308 | $541.0K | 0.07% | +3+0.1% | Added |
| Opal Wealth Advisors, LLC | 3,312 | $541.6K | 0.21% | −2,578−43.8% | Reduced |
| Oak Thistle LLC | 3,312 | $541.7K | 0.16% | +3,312 | New |
| Morningstar Investment Management LLC | 3,314 | $542.0K | 0.06% | −8,613−72.2% | Reduced |
| Private Wealth Partners, LLC | 3,318 | $542.7K | 0.05% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,319 | $542.9K | 0.16% | +4+0.1% | Added |
| Garrison Point Advisors, LLC | 3,320 | $543.0K | 0.38% | −75−2.2% | Reduced |
| Truvestments Capital LLC | 3,326 | $544.0K | 0.25% | +493+17.4% | Added |
| Norwood Financial Corp | 3,326 | $544.0K | 0.82% | −524−13.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,329 | $544.5K | 0.07% | +10.0% | Added |
| Imprint Wealth LLC | 3,221 | $544.6K | 0.44% | +720+28.8% | Added |
| Baron Financial Group, LLC | 3,333 | $545.0K | 0.35% | −95−2.8% | Reduced |
| HFG Advisors, Inc. | 3,334 | $545.3K | 0.53% | +1,192+55.6% | Added |
| Hutchinson Capital Management | 3,334 | $545.3K | 0.12% | −86−2.5% | Reduced |
| Gratus Wealth Advisors, LLC | 3,335 | $545.4K | 0.11% | +3,335 | New |
| Full Sail Capital, LLC | 3,336 | $545.6K | 0.04% | +151+4.7% | Added |
| Indiana Trust & Investment Management CO | 3,340 | $546.3K | 0.25% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,341 | $546.4K | 0.00% | −1,693−33.6% | Reduced |
| Icon Wealth Advisors, LLC | 3,343 | $546.8K | 0.06% | +3,343 | New |
| Davidson Trust Co | 3,345 | $547.1K | 0.35% | +30+0.9% | Added |
| Sapient Capital LLC | 3,346 | $547.2K | 0.01% | +3,346 | New |
| Boston Trust Walden Corp | 3,347 | $547.4K | 0.00% | −290−8.0% | Reduced |
| Vicus Capital | 3,349 | $547.8K | 0.06% | +178+5.6% | Added |
| Bouchey Financial Group Ltd | 3,357 | $549.0K | 0.06% | −227−6.3% | Reduced |
| Kendall Capital Management | 3,359 | $549.4K | 0.21% | −294−8.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,360 | $549.5K | 0.17% | −36−1.1% | Reduced |
| Family Firm, Inc. | 3,362 | $549.8K | 0.14% | +7+0.2% | Added |
| McDaniel Terry & Co | 3,365 | $550.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,367 | $550.7K | 0.06% | +552+19.6% | Added |
| Burford Brothers, Inc. | 3,375 | $552.0K | 0.39% | +3,375 | New |
| Klingman & Associates, LLC | 3,378 | $552.5K | 0.04% | +49+1.5% | Added |
| Olistico Wealth, LLC | 3,388 | $554.1K | 0.43% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,398 | $555.7K | 0.19% | +156+4.8% | Added |
| RMR Wealth Builders | 3,399 | $555.9K | 0.08% | +24+0.7% | Added |
| Earnest Partners LLC | 3,399 | $555.9K | 0.00% | −23−0.7% | Reduced |