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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| SFMG, LLC | 4,885 | $798.9K | 0.07% | −166−3.3% | Reduced |
| Register Financial Advisors LLC | 4,891 | $799.9K | 0.54% | −325−6.2% | Reduced |
| Addison Advisors LLC | 4,910 | $803.0K | 0.31% | +569+13.1% | Added |
| Belvedere Trading LLC | 4,913 | $803.5K | 0.07% | −6,506−57.0% | Reduced |
| Ignite Planners, LLC | 4,986 | $805.2K | 0.24% | −262−5.0% | Reduced |
| Fairview Capital Investment Management, LLC | 4,928 | $806.0K | 0.05% | 00.0% | Unchanged |
| Berkshire Bank | 4,931 | $806.5K | 0.21% | +786+19.0% | Added |
| S. R. Schill & Associates | 4,931 | $806.5K | 0.36% | +209+4.4% | Added |
| Silver Oak Securities, Inc | 4,933 | $806.8K | 0.11% | +735+17.5% | Added |
| Benjamin Edwards Inc | 4,934 | $807.0K | 0.18% | +774+18.6% | Added |
| Capstone Financial Advisors, Inc. | 4,941 | $808.2K | 0.06% | +133+2.8% | Added |
| Heritage Financial Services, LLC | 4,942 | $808.3K | 0.14% | −56−1.1% | Reduced |
| Armstrong Henry H Associates Inc | 4,945 | $808.8K | 0.09% | −662−11.8% | Reduced |
| Charles Schwab Trust Co | 4,950 | $809.6K | 0.08% | +1,102+28.6% | Added |
| Strategic Financial Services, Inc, | 4,992 | $816.4K | 0.06% | −211−4.1% | Reduced |
| Prentice Wealth Management LLC | 4,993 | $816.6K | 0.32% | +100+2.0% | Added |
| Financial Advocates Investment Management | 4,994 | $816.9K | 0.05% | −66−1.3% | Reduced |
| Mather Group, LLC. | 5,008 | $819.0K | 0.01% | +262+5.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,018 | $820.8K | 0.36% | +10+0.2% | Added |
| Trust Co of the South | 5,036 | $823.6K | 0.22% | +5,036 | New |
| Coombe, Bender & Co LLC | 5,036 | $823.8K | 0.52% | +242+5.0% | Added |
| Washington Capital Management Inc | 5,040 | $824.3K | 0.71% | −1,770−26.0% | Reduced |
| Norden Group LLC | 5,056 | $826.9K | 0.14% | −977−16.2% | Reduced |
| IMZ Advisory Inc | 4,413 | $828.1K | 0.45% | +4,413 | New |
| Benin Management CORP | 5,067 | $828.8K | 0.28% | −526−9.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,072 | $829.5K | 0.03% | −76−1.5% | Reduced |
| Oxbow Advisors, LLC | 5,092 | $832.8K | 0.13% | −135−2.6% | Reduced |
| Skopos Labs, Inc. | 5,097 | $833.6K | 0.40% | +5,097 | New |
| R.m.sincerbeaux Capital Management LLC | 5,107 | $835.3K | 0.59% | −1,850−26.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,110 | $835.7K | 0.16% | −622−10.9% | Reduced |
| Highlander Capital Management, LLC | 5,110 | $835.7K | 0.30% | +650+14.6% | Added |
| JGP Wealth Management, LLC | 5,111 | $835.8K | 0.12% | +109+2.2% | Added |
| Evergreen Wealth Solutions, LLC | 5,122 | $837.7K | 0.72% | +226+4.6% | Added |
| Lantern Wealth Advisors, LLC | 5,125 | $838.2K | 0.66% | +5,125 | New |
| Atwood & Palmer Inc | 5,135 | $839.8K | 0.07% | +235+4.8% | Added |
| Baystate Wealth Management LLC | 5,143 | $841.3K | 0.06% | −149−2.8% | Reduced |
| United Community Bank | 5,144 | $841.3K | 0.36% | +42+0.8% | Added |
| Bath Savings Trust Co | 5,145 | $841.4K | 0.09% | −85−1.6% | Reduced |
| Bailard, Inc. | 5,147 | $841.9K | 0.02% | −225−4.2% | Reduced |
| 9258 Wealth Management, LLC | 5,151 | $842.4K | 0.15% | −95−1.8% | Reduced |
| Premier Path Wealth Partners, LLC | 5,157 | $843.5K | 0.19% | +5,157 | New |
| Global Financial Private Client, LLC | 5,170 | $845.6K | 0.40% | +3,617+232.9% | Added |
| Tobam | 5,188 | $848.0K | 0.07% | −1,085−17.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,189 | $848.7K | 0.13% | −44−0.8% | Reduced |
| Delta Investment Management, LLC | 5,190 | $848.8K | 0.21% | +168+3.3% | Added |
| MBA Advisors LLC | 5,198 | $850.1K | 0.47% | −205−3.8% | Reduced |
| Mirabella Financial Services LLP | 5,200 | $850.5K | 0.12% | +5,200 | New |
| GM Advisory Group, Inc. | 5,205 | $851.2K | 0.06% | +1,004+23.9% | Added |
| PFG Advisors | 5,207 | $851.6K | 0.07% | −653−11.1% | Reduced |
| FinTrust Capital Advisors, LLC | 5,211 | $852.3K | 0.17% | −2,178−29.5% | Reduced |
| Palumbo Wealth Management LLC | 5,219 | $853.6K | 0.44% | +37+0.7% | Added |
| Summit Trail Advisors, LLC | 5,222 | $854.1K | 0.03% | −596−10.2% | Reduced |
| Oak Asset Management, LLC | 5,246 | $858.0K | 0.34% | −114−2.1% | Reduced |
| Accurate Wealth Management, LLC | 5,294 | $858.5K | 0.27% | +305+6.1% | Added |
| Harbour Investments, Inc. | 5,255 | $859.5K | 0.04% | −896−14.6% | Reduced |
| Vaughan & Co Securities, Inc. | 5,279 | $863.4K | 0.58% | −824−13.5% | Reduced |
| Keudell/Morrison Wealth Management | 5,281 | $863.6K | 0.28% | −99−1.8% | Reduced |
| Sentry Investment Management LLC | 5,297 | $866.0K | 0.37% | +7+0.1% | Added |
| Operose Advisors LLC | 5,309 | $868.3K | 0.35% | −1,400−20.9% | Reduced |
| Mirador Capital Partners LP | 5,329 | $871.5K | 0.18% | +235+4.6% | Added |
| Retirement Planning Co of New England, Inc. | 5,331 | $872.0K | 0.39% | +508+10.5% | Added |
| Armstrong, Fleming & Moore, Inc | 5,355 | $875.9K | 0.66% | −150−2.7% | Reduced |
| WNY Asset Management, LLC | 5,366 | $877.6K | 0.15% | +374+7.5% | Added |
| Carlson Capital Management | 5,370 | $878.2K | 0.05% | +1,228+29.6% | Added |
| LexAurum Advisors, LLC | 5,384 | $880.6K | 0.23% | −70−1.3% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,685 | $881.4K | 0.36% | +20+0.4% | Added |
| S.E.E.D. Planning Group LLC | 5,393 | $882.0K | 0.36% | +355+7.0% | Added |
| Continuum Advisory, LLC | 5,395 | $882.4K | 0.13% | −493−8.4% | Reduced |
| Kades & Cheifetz LLC | 5,398 | $882.8K | 0.63% | −330−5.8% | Reduced |
| LBMC Investment Advisors, LLC | 5,408 | $884.5K | 0.08% | +14+0.3% | Added |
| ISAM Funds (UK) Ltd | 5,411 | $885.0K | 0.63% | −8,645−61.5% | Reduced |
| SOL Capital Management CO | 5,421 | $887.0K | 0.12% | −400−6.9% | Reduced |
| Roth Financial Partners LLC | 5,434 | $888.7K | 0.46% | +1,683+44.9% | Added |
| Acorn Wealth Advisors, LLC | 5,441 | $889.8K | 0.53% | −279−4.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,117 | $890.0K | 0.37% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 5,442 | $890.0K | 0.20% | −3−0.1% | Reduced |
| Monte Financial Group, LLC | 5,450 | $891.3K | 0.42% | −636−10.5% | Reduced |
| Mill Capital Management, LLC | 5,465 | $893.8K | 0.08% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,621 | $895.3K | 0.27% | +286+5.4% | Added |
| Insight Advisors, LLC | 5,484 | $896.8K | 0.19% | +35+0.6% | Added |
| Paragon Private Wealth Management, LLC | 5,485 | $897.1K | 0.62% | +881+19.1% | Added |
| Trexquant Investment LP | 5,486 | $897.2K | 0.02% | +5,486 | New |
| Mount Vernon Associates Inc | 5,505 | $900.0K | 0.88% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,907 | $901.5K | 0.24% | −45−0.9% | Reduced |
| SlateStone Wealth, LLC | 5,515 | $902.0K | 0.12% | +183+3.4% | Added |
| Grandview Asset Management LLC | 5,524 | $903.0K | 0.47% | +11+0.2% | Added |
| Boltwood Capital Management | 5,535 | $905.2K | 0.30% | +185+3.5% | Added |
| Joseph P. Lucia & Associates, LLC | 5,538 | $905.8K | 0.56% | −353−6.0% | Reduced |
| My Legacy Advisors, LLC | 5,615 | $910.5K | 0.33% | +236+4.4% | Added |
| Schechter Investment Advisors, LLC | 5,573 | $911.5K | 0.08% | +150+2.8% | Added |
| First Western Trust Bank | 5,586 | $913.6K | 0.05% | +438+8.5% | Added |
| Coastal Bridge Advisors, LLC | 5,595 | $915.0K | 0.23% | +21+0.4% | Added |
| Impact Partnership Wealth, LLC | 5,598 | $915.5K | 0.33% | +339+6.4% | Added |
| Canada Pension Plan Investment Board | 5,610 | $917.5K | 0.00% | −1,400−20.0% | Reduced |
| Navellier & Associates Inc | 5,614 | $918.2K | 0.14% | +631+12.7% | Added |
| Glassman Wealth Services | 5,624 | $919.9K | 0.13% | +30+0.5% | Added |
| Arrow Financial Corp | 5,626 | $920.1K | 0.10% | −358−6.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,637 | $921.9K | 0.10% | −44−0.8% | Reduced |
| Cullen Capital Management LLC | 5,648 | $923.7K | 0.01% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 5,649 | $923.9K | 0.14% | +471+9.1% | Added |