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 |
|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | 3,403 | $556.6K | 0.18% | −120−3.4% | Reduced |
| Inceptionr LLC | 3,415 | $558.5K | 0.40% | −779−18.6% | Reduced |
| Quotient Wealth Partners, LLC | 3,420 | $559.3K | 0.02% | +3,420 | New |
| Centaurus Financial, Inc. | 3,422 | $560.0K | 0.04% | −2−0.1% | Reduced |
| Gradient Investments LLC | 3,426 | $560.3K | 0.01% | −299−8.0% | Reduced |
| Norris Perne & French LLP | 3,436 | $562.0K | 0.04% | +85+2.5% | Added |
| LMG Wealth Partners, LLC | 3,439 | $562.4K | 0.16% | −145−4.0% | Reduced |
| Stokes Family Office, LLC | 3,451 | $564.5K | 0.08% | −2,871−45.4% | Reduced |
| Bank of Hawaii | 3,460 | $565.9K | 0.03% | +129+3.9% | Added |
| LCNB Corp | 3,460 | $565.9K | 0.22% | −50−1.4% | Reduced |
| First National Corp | 3,474 | $568.1K | 0.14% | −26−0.7% | Reduced |
| Modern Wealth Management, LLC | 3,493 | $571.3K | 0.07% | +3,493 | New |
| Bedel Financial Consulting, Inc. | 3,494 | $571.4K | 0.10% | −5−0.1% | Reduced |
| FourThought Financial Partners, LLC | 3,497 | $571.9K | 0.07% | −166−4.5% | Reduced |
| State Farm Mutual Automobile Insurance Co | 3,500 | $572.4K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $572.4K | 0.10% | 00.0% | Unchanged |
| First Personal Financial Services | 3,504 | $573.1K | 0.14% | −40−1.1% | Reduced |
| Wealth Quarterback LLC | 3,504 | $573.1K | 0.35% | −312−8.2% | Reduced |
| Wallace Advisory Group, LLC | 4,088 | $573.5K | 0.45% | +95+2.4% | Added |
| Wealthsource Partners, LLC | 3,507 | $573.6K | 0.04% | −435−11.0% | Reduced |
| Boit C F David | 3,584 | $573.8K | 0.32% | +88+2.5% | Added |
| SMART Wealth LLC | 3,510 | $574.1K | 0.31% | +82+2.4% | Added |
| Somerville Kurt F | 3,512 | $574.4K | 0.11% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 3,512 | $574.4K | 0.07% | −171−4.6% | Reduced |
| WBH Advisory Inc | 3,515 | $574.9K | 0.06% | −116−3.2% | Reduced |
| Avestar Capital, LLC | 3,545 | $579.8K | 0.07% | +939+36.0% | Added |
| Selway Asset Management | 3,550 | $580.6K | 0.24% | 00.0% | Unchanged |
| Gs Investments, Inc. | 3,550 | $580.6K | 0.30% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,565 | $583.0K | 0.07% | −922−20.5% | Reduced |
| Cutler Group LP | 3,565 | $583.0K | 0.08% | −11,027−75.6% | Reduced |
| Oldfather Financial Services, LLC | 3,567 | $583.4K | 0.26% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,571 | $584.0K | 0.28% | −19−0.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,573 | $584.0K | 0.28% | +66+1.9% | Added |
| Sovereign Financial Group, Inc. | 3,578 | $585.1K | 0.18% | −371−9.4% | Reduced |
| First Financial Bankshares Inc | 3,588 | $586.8K | 0.01% | +3,588 | New |
| Lindbrook Capital, LLC | 3,589 | $587.0K | 0.06% | +338+10.4% | Added |
| MBL Wealth, LLC | 3,592 | $587.5K | 0.07% | +1,574+78.0% | Added |
| Missouri Trust & Investment Co | 3,595 | $588.0K | 0.24% | +23+0.6% | Added |
| Capital Market Strategies LLC | 3,596 | $588.1K | 0.51% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $593.4K | 0.22% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,630 | $593.6K | 0.08% | +56+1.6% | Added |
| Horizon Kinetics Asset Management LLC | 3,630 | $593.7K | 0.01% | −50−1.4% | Reduced |
| Conning Inc. | 3,636 | $594.7K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,647 | $596.5K | 0.09% | +5+0.1% | Added |
| Capasso Planning Partners LLC | 3,648 | $596.6K | 0.28% | +8+0.2% | Added |
| Lafayette Investments, Inc. | 3,659 | $598.4K | 0.15% | −331−8.3% | Reduced |
| CoreFirst Bank & Trust | 3,666 | $599.6K | 0.40% | −724−16.5% | Reduced |
| Smart Portfolios, LLC | 3,225 | $600.4K | 0.70% | +3,225 | New |
| Mountain Pacific Investment Advisers Inc | 3,672 | $600.6K | 0.04% | −50−1.3% | Reduced |
| Zions Bancorporation, N.A. | 3,672 | $600.6K | 0.04% | −14−0.4% | Reduced |
| Rinkey Investments | 3,675 | $601.0K | 0.24% | +3,675 | New |
| Greenfield Savings Bank | 3,681 | $602.0K | 0.35% | 00.0% | Unchanged |
| McAdam, LLC | 3,690 | $603.5K | 0.04% | −152−4.0% | Reduced |
| Weil Company, Inc. | 3,702 | $605.4K | 0.27% | +10.0% | Added |
| PDS Planning, Inc | 3,704 | $605.8K | 0.07% | −229−5.8% | Reduced |
| Harbour Trust & Investment Management Co | 3,704 | $605.8K | 0.09% | +3,704 | New |
| Everett Harris & Co | 3,707 | $606.3K | 0.01% | −290−7.3% | Reduced |
| Planned Solutions, Inc. | 3,738 | $611.4K | 0.29% | +51+1.4% | Added |
| Valmark Advisers, Inc. | 3,740 | $611.7K | 0.01% | −96−2.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,744 | $612.3K | 0.66% | −1,057−22.0% | Reduced |
| OneAscent Financial Services LLC | 3,756 | $614.0K | 0.08% | +1,433+61.7% | Added |
| Sax Wealth Advisors, LLC | 3,759 | $614.8K | 0.10% | −758−16.8% | Reduced |
| Pure Financial Advisors, Inc. | 3,766 | $615.9K | 0.02% | +2,280+153.4% | Added |
| Sawyer & Company, Inc | 3,764 | $616.0K | 0.27% | −1,555−29.2% | Reduced |
| First United Bank Trust | 3,770 | $616.6K | 0.25% | +812+27.5% | Added |
| Waddell & Associates, LLC | 3,879 | $618.9K | 0.08% | −2,120−35.3% | Reduced |
| Quadcap Wealth Management, LLC | 3,786 | $619.2K | 0.16% | +3,786 | New |
| Firestone Capital Management | 3,786 | $619.2K | 0.19% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 3,787 | $619.4K | 0.22% | +25+0.7% | Added |
| Hengehold Capital Management LLC | 3,789 | $619.8K | 0.07% | −94−2.4% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,792 | $620.2K | 0.57% | +10+0.3% | Added |
| First Command Advisory Services, Inc. | 3,792 | $620.2K | 0.01% | +325+9.4% | Added |
| Reliant Investment Management, LLC | 3,800 | $621.5K | 0.32% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 3,800 | $621.5K | 0.29% | +276+7.8% | Added |
| TCG Advisory Services, LLC | 3,833 | $626.8K | 0.04% | −126−3.2% | Reduced |
| Roof Eidam & Maycock | 3,845 | $628.9K | 0.19% | −2,152−35.9% | Reduced |
| Verus Financial Partners, Inc. | 3,357 | $629.2K | 0.08% | +3,357 | New |
| Bond & Devick Financial Network, Inc. | 3,855 | $630.5K | 0.36% | −100−2.5% | Reduced |
| Capital Advisors, Ltd. LLC | 3,859 | $631.0K | 0.09% | −12−0.3% | Reduced |
| Bramshill Investments, LLC | 3,860 | $631.3K | 0.06% | −2,424−38.6% | Reduced |
| Congress Park Capital LLC | 3,863 | $631.8K | 0.31% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,884 | $635.2K | 0.15% | −386−9.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,888 | $635.9K | 0.04% | +168+4.5% | Added |
| SignalPoint Asset Management, LLC | 3,893 | $636.0K | 0.19% | −103−2.6% | Reduced |
| Gilbert & Cook, Inc. | 3,892 | $636.5K | 0.09% | +101+2.7% | Added |
| True Vision MN LLC | 3,899 | $637.7K | 0.51% | +3,899 | New |
| New Hampshire Trust | 3,901 | $638.0K | 0.15% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,909 | $639.3K | 0.12% | +428+12.3% | Added |
| Sound Financial Strategies Group, LLC | 3,910 | $639.5K | 0.54% | −2,483−38.8% | Reduced |
| LifeGuide Financial Advisors, LLC | 3,912 | $639.8K | 0.34% | +20+0.5% | Added |
| Archer Investment Corp | 3,927 | $642.3K | 0.21% | +5+0.1% | Added |
| Soltis Investment Advisors LLC | 3,934 | $643.4K | 0.07% | −28,797−88.0% | Reduced |
| Pallas Capital Advisors LLC | 3,940 | $644.4K | 0.03% | +432+12.3% | Added |
| Desjardins Global Asset Management Inc. | 3,940 | $644.4K | 0.07% | +54+1.4% | Added |
| Eagle Bay Advisors LLC | 3,970 | $649.2K | 0.41% | −437−9.9% | Reduced |
| Clark Capital Management Group, Inc. | 3,972 | $649.6K | 0.01% | −1,298−24.6% | Reduced |
| Mezzasalma Advisors, LLC | 3,972 | $649.6K | 0.35% | −24−0.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,977 | $650.4K | 0.22% | −11,995−75.1% | Reduced |
| apricus wealth, LLC | 3,980 | $650.9K | 0.50% | +3,980 | New |
| Wimmer Associates 1, LLC | 3,980 | $650.9K | 0.37% | +167+4.4% | Added |