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
- 2,685
- +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
- 976 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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 4,000 | $654.2K | 0.00% | −553,400−99.3% | Reduced |
| Signature Wealth Management Partners, LLC | 4,006 | $655.2K | 0.57% | 00.0% | Unchanged |
| King Wealth | 4,012 | $656.0K | 0.13% | −23−0.6% | Reduced |
| Telemus Capital, LLC | 4,013 | $656.3K | 0.05% | −180−4.3% | Reduced |
| Northeast Financial Consultants Inc | 4,014 | $656.5K | 0.04% | +149+3.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,021 | $657.6K | 0.17% | +306+8.2% | Added |
| Investment Partners, Ltd. | 4,027 | $658.6K | 0.32% | −413−9.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,054 | $663.1K | 0.27% | +4,054 | New |
| Washington Trust Bank | 4,057 | $663.5K | 0.06% | −35−0.9% | Reduced |
| Tyche Wealth Partners LLC | 4,057 | $663.5K | 0.16% | +4,057 | New |
| Colonial Trust Co | 4,060 | $664.0K | 0.14% | +336+9.0% | Added |
| StrategIQ Financial Group, LLC | 4,077 | $666.8K | 0.08% | +66+1.6% | Added |
| Carmichael Hill & Associates, Inc. | 4,079 | $667.1K | 0.29% | +24+0.6% | Added |
| Osborne Partners Capital Management, LLC | 4,084 | $667.9K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,104 | $671.2K | 0.13% | +13+0.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,110 | $672.2K | 0.40% | −210−4.9% | Reduced |
| Stephens Consulting, LLC | 4,114 | $672.9K | 0.23% | −465−10.2% | Reduced |
| Abbrea Capital, LLC | 4,122 | $674.0K | 0.10% | +450+12.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,125 | $674.6K | 0.09% | +13+0.3% | Added |
| Arvest Trust Co N A | 4,125 | $674.6K | 0.04% | +4,125 | New |
| Institute for Wealth Management, LLC. | 4,136 | $676.4K | 0.11% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 4,148 | $678.4K | 0.53% | −86−2.0% | Reduced |
| City Holding Co | 4,150 | $678.7K | 0.11% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,153 | $679.2K | 0.51% | +1,520+57.7% | Added |
| CJM Wealth Advisers, Ltd. | 4,154 | $679.3K | 0.30% | +8+0.2% | Added |
| Edgestream Partners, L.P. | 4,156 | $679.7K | 0.05% | −11,526−73.5% | Reduced |
| Invictus Private Wealth, LLC | 4,169 | $681.8K | 0.07% | −29−0.7% | Reduced |
| MTM Investment Management, LLC | 4,177 | $683.1K | 0.31% | +322+8.4% | Added |
| GeoWealth Management, LLC | 4,191 | $685.0K | 0.06% | +2,178+108.2% | Added |
| Everhart Financial Group, Inc. | 4,197 | $686.4K | 0.24% | +310+8.0% | Added |
| Wealth Dimensions Group, Ltd. | 4,224 | $690.9K | 0.22% | −194−4.4% | Reduced |
| Investment House LLC | 4,225 | $691.0K | 0.05% | +150+3.7% | Added |
| Cranbrook Wealth Management, LLC | 4,259 | $696.6K | 0.19% | −832−16.3% | Reduced |
| Accredited Investors Inc. | 4,307 | $704.4K | 0.05% | +931+27.6% | Added |
| Bank of New Hampshire | 4,318 | $706.2K | 0.20% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,321 | $706.7K | 0.07% | −218−4.8% | Reduced |
| Lake Street Advisors Group, LLC | 4,322 | $706.8K | 0.04% | +4,322 | New |
| Amplius Wealth Advisors, LLC | 4,342 | $710.2K | 0.09% | +46+1.1% | Added |
| City State Bank | 4,374 | $715.0K | 0.36% | −104−2.3% | Reduced |
| Heritage Wealth Advisors | 4,382 | $716.7K | 0.04% | +210+5.0% | Added |
| Penbrook Management LLC | 4,390 | $718.0K | 0.48% | +140+3.3% | Added |
| Stablepoint Partners, LLC | 4,391 | $718.1K | 0.18% | +4,391 | New |
| Matrix Private Capital Group LLC | 4,393 | $718.5K | 0.54% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 4,400 | $719.6K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,408 | $720.8K | 0.44% | +7+0.2% | Added |
| Stewart & Patten Co LLC | 4,411 | $721.4K | 0.11% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,420 | $722.9K | 0.20% | +35+0.8% | Added |
| IFG Advisory, LLC | 4,452 | $728.3K | 0.05% | −17,281−79.5% | Reduced |
| Sage Advisors, LLC | 4,457 | $728.9K | 0.72% | +4,457 | New |
| Tradition Wealth Management, LLC | 4,455 | $729.0K | 0.08% | +18+0.4% | Added |
| Walter & Keenan Financial Consulting Co | 4,460 | $729.4K | 0.26% | −35−0.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,461 | $729.6K | 0.10% | +70+1.6% | Added |
| Certified Advisory Corp | 4,464 | $730.1K | 0.11% | −169−3.6% | Reduced |
| Legacy Capital Group California, Inc. | 4,479 | $732.5K | 0.28% | −20−0.4% | Reduced |
| Lauterbach Financial Advisors, LLC | 4,483 | $733.2K | 0.51% | +208+4.9% | Added |
| Argent Advisors, Inc. | 4,492 | $734.7K | 0.32% | +36+0.8% | Added |
| Capital Management Associates | 4,500 | $736.0K | 0.94% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,508 | $737.3K | 0.13% | −32−0.7% | Reduced |
| Ti-Trust, Inc | 4,522 | $739.6K | 0.65% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,523 | $739.7K | 0.19% | −812−15.2% | Reduced |
| Norris Financial Group, LLC | 4,525 | $740.1K | 0.45% | −768−14.5% | Reduced |
| Port Capital LLC | 4,547 | $744.0K | 0.04% | −62−1.3% | Reduced |
| NCM Capital Management, LLC | 4,551 | $744.3K | 0.45% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 4,631 | $746.7K | 0.66% | +384+9.0% | Added |
| Powell Investment Advisors, LLC | 4,579 | $748.9K | 0.41% | +3+0.1% | Added |
| Manchester Financial Inc | 4,583 | $749.5K | 0.21% | −28−0.6% | Reduced |
| Intergy Private Wealth, LLC | 4,586 | $750.0K | 0.32% | −20.0% | Reduced |
| Legacy Advisors, LLC | 4,588 | $750.4K | 0.10% | −622−11.9% | Reduced |
| GTS Securities LLC | 4,596 | $751.7K | 0.02% | +2,193+91.3% | Added |
| Boston Research & Management Inc | 4,603 | $752.0K | 0.20% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,699 | $752.2K | 0.49% | +26+0.6% | Added |
| Perennial Investment Advisors, LLC | 4,606 | $753.3K | 0.13% | +86+1.9% | Added |
| Clear Creek Financial Management, LLC | 4,621 | $753.8K | 0.12% | −818−15.0% | Reduced |
| DF Dent & Co Inc | 4,614 | $754.6K | 0.01% | +220+5.0% | Added |
| Prosperity Consulting Group, LLC | 4,615 | $754.7K | 0.25% | +819+21.6% | Added |
| Headinvest, LLC | 4,619 | $755.4K | 0.16% | −1,200−20.6% | Reduced |
| Liberty Wealth Management LLC | 4,631 | $757.0K | 0.16% | −56−1.2% | Reduced |
| Proathlete Wealth Management LLC | 4,647 | $760.1K | 0.45% | +4,647 | New |
| Copperwynd Financial, LLC | 4,648 | $760.1K | 0.30% | +6+0.1% | Added |
| CRA Financial Services, LLC | 4,651 | $760.7K | 0.19% | +641+16.0% | Added |
| Cultivar Capital, Inc. | 4,653 | $761.0K | 0.67% | +4,653 | New |
| Weatherly Asset Management L. P. | 4,672 | $764.1K | 0.08% | −195−4.0% | Reduced |
| Intrua Financial, LLC | 4,679 | $765.2K | 0.12% | +759+19.4% | Added |
| AdvisorNet Financial, Inc | 4,688 | $766.8K | 0.07% | +155+3.4% | Added |
| Blossom Wealth Management | 4,691 | $767.2K | 2.07% | −38−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,693 | $767.5K | 0.08% | −61−1.3% | Reduced |
| Iron Financial, LLC | 4,707 | $769.9K | 0.44% | −212−4.3% | Reduced |
| Hoxton Planning & Management, LLC | 4,729 | $773.0K | 0.41% | +147+3.2% | Added |
| HBW Advisory Services LLC | 4,731 | $774.0K | 0.15% | −1,087−18.7% | Reduced |
| Pitcairn Co | 4,736 | $774.6K | 0.06% | −521−9.9% | Reduced |
| Claro Advisors LLC | 4,742 | $775.6K | 0.17% | −862−15.4% | Reduced |
| Prepared Retirement Institute LLC | 4,744 | $775.8K | 0.58% | +4,744 | New |
| Beach Investment Counsel Inc | 4,752 | $777.0K | 0.10% | −302−6.0% | Reduced |
| Fiera Capital Corp | 4,770 | $780.1K | 0.00% | +4,770 | New |
| Summit Financial, LLC | 4,832 | $790.3K | 0.05% | −361−7.0% | Reduced |
| Putnam Investments LLC | 4,835 | $790.8K | 0.00% | −32−0.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,847 | $792.7K | 0.21% | −195−3.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,854 | $793.8K | 0.19% | +100+2.1% | Added |
| TrueWealth Advisors, LLC | 4,861 | $795.0K | 0.31% | +115+2.4% | Added |
| Procyon Private Wealth Partners, LLC | 4,871 | $796.6K | 0.07% | +1,185+32.1% | Added |