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 |
|---|---|---|---|---|---|
| Proquility Private Wealth Partners, LLC | 5,674 | $928.0K | 0.35% | +5,674 | New |
| TRUE Private Wealth Advisors | 5,682 | $929.3K | 0.12% | −50−0.9% | Reduced |
| VisionPoint Advisory Group, LLC | 5,690 | $930.6K | 0.34% | +867+18.0% | Added |
| Wealth Architects, LLC | 5,692 | $930.9K | 0.13% | +1,866+48.8% | Added |
| Eqis Capital Management, Inc. | 5,727 | $936.6K | 0.08% | −3,525−38.1% | Reduced |
| Bridge Creek Capital Management LLC | 5,727 | $936.7K | 0.33% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,736 | $938.0K | 0.16% | 00.0% | Unchanged |
| Summit Financial Group Inc | 5,736 | $938.1K | 0.36% | −15−0.3% | Reduced |
| Wealth Alliance | 5,746 | $939.7K | 0.13% | −5−0.1% | Reduced |
| Simon Quick Advisors, LLC | 5,747 | $939.9K | 0.08% | +58+1.0% | Added |
| Meridian Wealth Advisors, LLC | 5,752 | $940.8K | 0.21% | −226−3.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,760 | $942.0K | 0.20% | +569+11.0% | Added |
| Cross Staff Investments Inc | 5,767 | $943.2K | 0.84% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,777 | $944.8K | 0.04% | −88−1.5% | Reduced |
| Cowa, LLC | 5,777 | $944.9K | 0.59% | +10.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5,781 | $945.5K | 0.78% | 00.0% | Unchanged |
| Hoylecohen, LLC | 5,797 | $948.1K | 0.08% | +104+1.8% | Added |
| Pekin Hardy Strauss, Inc. | 5,811 | $950.4K | 0.14% | +150+2.6% | Added |
| Engineers Gate Manager LP | 5,841 | $955.3K | 0.03% | +5,841 | New |
| InTrack Investment Management Inc | 5,842 | $955.5K | 0.72% | +5,842 | New |
| McElhenny Sheffield Capital Management, LLC | 5,847 | $956.2K | 0.39% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,872 | $960.4K | 0.15% | +3,872+193.6% | Added |
| Inspire Trust Co, N.A. | 5,884 | $962.3K | 0.99% | +5,884 | New |
| North Star Asset Management Inc | 5,887 | $962.8K | 0.05% | −120−2.0% | Reduced |
| IVC Wealth Advisors LLC | 5,895 | $964.1K | 0.60% | −394−6.3% | Reduced |
| First National Bank & Trust Co of Newtown | 5,909 | $966.4K | 0.21% | −775−11.6% | Reduced |
| Harbor Investment Advisory, LLC | 5,913 | $967.0K | 0.11% | +20.0% | Added |
| Allied Investment Advisors, LLC | 5,939 | $971.3K | 0.26% | −2,122−26.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,948 | $972.9K | 0.17% | +1,441+32.0% | Added |
| Heartwood Wealth Advisors LLC | 5,987 | $979.2K | 0.13% | +207+3.6% | Added |
| Delta Asset Management LLC | 5,989 | $979.5K | 0.09% | −107−1.8% | Reduced |
| Mork Capital Management, LLC | 5,990 | $979.7K | 0.60% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,999 | $981.1K | 0.28% | +4+0.1% | Added |
| Investors Research Corp | 6,004 | $982.0K | 0.24% | −311−4.9% | Reduced |
| ProVise Management Group, LLC | 6,013 | $983.4K | 0.08% | −471−7.3% | Reduced |
| Summit Asset Management, LLC | 6,019 | $984.4K | 0.24% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 6,028 | $985.9K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,038 | $987.5K | 0.27% | −39−0.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,054 | $990.2K | 0.11% | −137−2.2% | Reduced |
| Coco Enterprises, LLC | 6,057 | $990.5K | 0.72% | +22+0.4% | Added |
| Heritage Trust Co | 6,080 | $994.4K | 0.14% | +224+3.8% | Added |
| Roman Butler Fullerton & Co | 5,311 | $995.3K | 0.39% | +90+1.7% | Added |
| Quadrant Capital Group LLC | 6,093 | $996.5K | 0.09% | +717+13.3% | Added |
| Roffman Miller Associates Inc | 6,096 | $996.9K | 0.07% | −14−0.2% | Reduced |
| Patten & Patten Inc | 6,104 | $998.2K | 0.08% | +127+2.1% | Added |
| Beacon Financial Advisory LLC | 6,106 | $998.6K | 0.48% | +10+0.2% | Added |
| Legacy Financial Advisors, Inc. | 6,151 | $1.01M | 0.19% | +181+3.0% | Added |
| Fairfield, Bush & Co. | 6,156 | $1.01M | 0.59% | +462+8.1% | Added |
| TBH Global Asset Management, LLC | 6,162 | $1.01M | 0.21% | −255−4.0% | Reduced |
| Teamwork Financial Advisors, LLC | 6,175 | $1.01M | 0.17% | −13−0.2% | Reduced |
| Biltmore Family Office, LLC | 6,183 | $1.01M | 0.21% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,206 | $1.01M | 0.44% | −126−2.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,212 | $1.02M | 0.27% | −164−2.6% | Reduced |
| ROI Financial Advisors, LLC | 6,225 | $1.02M | 0.84% | +6,225 | New |
| Cobblestone Capital Advisors LLC | 6,231 | $1.02M | 0.07% | −38−0.6% | Reduced |
| Coastal Investment Advisors, Inc. | 6,253 | $1.02M | 0.23% | −1,676−21.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 6,262 | $1.02M | 0.78% | +393+6.7% | Added |
| Blue Edge Capital, LLC | 6,269 | $1.03M | 0.19% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 6,376 | $1.03M | 0.35% | −144−2.2% | Reduced |
| Trustco Bank Corp N Y | 6,294 | $1.03M | 1.11% | −575−8.4% | Reduced |
| Strait & Sound Wealth Management LLC | 6,207 | $1.03M | 0.64% | −59−0.9% | Reduced |
| Aspiriant, LLC | 6,327 | $1.03M | 0.05% | +518+8.9% | Added |
| Winthrop Capital Management, LLC | 6,329 | $1.04M | 0.34% | +6,329 | New |
| Pinnacle West Asset Management, Inc. | 6,335 | $1.04M | 0.89% | +260+4.3% | Added |
| Financial Partners Group, LLC | 6,342 | $1.04M | 0.47% | −334−5.0% | Reduced |
| Bellecapital International Ltd. | 6,342 | $1.04M | 0.24% | −4,923−43.7% | Reduced |
| Twin Capital Management Inc | 6,345 | $1.04M | 0.14% | −18,612−74.6% | Reduced |
| Aptus Capital Advisors, LLC | 6,387 | $1.04M | 0.03% | −2,349−26.9% | Reduced |
| M. Kraus & Co | 6,387 | $1.04M | 0.34% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 6,392 | $1.05M | 0.55% | +65+1.0% | Added |
| First County Bank | 6,392 | $1.05M | 0.51% | −315−4.7% | Reduced |
| Boston Financial Mangement LLC | 6,405 | $1.05M | 0.04% | +623+10.8% | Added |
| Anchor Investment Management, LLC | 6,411 | $1.05M | 0.12% | −754−10.5% | Reduced |
| Strategic Blueprint, LLC | 6,420 | $1.05M | 0.09% | −109−1.7% | Reduced |
| 1620 Investment Advisors, Inc. | 6,425 | $1.05M | 1.16% | −811−11.2% | Reduced |
| Appleton Partners Inc | 6,432 | $1.05M | 0.08% | −600−8.5% | Reduced |
| Connecticut Wealth Management, LLC | 6,434 | $1.05M | 0.06% | +1,338+26.3% | Added |
| Cascade Investment Group, Inc. | 6,448 | $1.05M | 0.85% | −49−0.8% | Reduced |
| Broadwater Capital Management LLC | 6,455 | $1.06M | 0.83% | +6,455 | New |
| Marcum Wealth, LLC | 6,459 | $1.06M | 0.11% | +1,041+19.2% | Added |
| Massmutual Trust Co FSB | 6,471 | $1.06M | 0.04% | +412+6.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,474 | $1.06M | 0.65% | −652−9.1% | Reduced |
| Lion Street Advisors, LLC | 6,486 | $1.06M | 0.43% | −5,170−44.4% | Reduced |
| Salem Investment Counselors Inc | 6,492 | $1.06M | 0.04% | −316−4.6% | Reduced |
| GAMMA Investing LLC | 5,783 | $1.06M | 0.29% | +5,783 | New |
| Selective Wealth Management, Inc. | 6,620 | $1.06M | 0.54% | −1,370−17.1% | Reduced |
| Koshinski Asset Management, Inc. | 6,536 | $1.07M | 0.16% | +229+3.6% | Added |
| MJP Associates Inc | 6,539 | $1.07M | 0.29% | +2,370+56.8% | Added |
| Laidlaw Wealth Management LLC | 6,543 | $1.07M | 0.39% | +437+7.2% | Added |
| High Net Worth Advisory Group LLC | 6,551 | $1.07M | 0.40% | +410+6.7% | Added |
| Citizens National Bank Trust Department | 6,555 | $1.07M | 0.27% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,560 | $1.07M | 0.56% | −364−5.3% | Reduced |
| Manchester Capital Management LLC | 6,566 | $1.07M | 0.14% | +301+4.8% | Added |
| KLCM Advisors, Inc. | 6,566 | $1.07M | 0.17% | −95,868−93.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,567 | $1.07M | 0.58% | +237+3.7% | Added |
| Kovack Advisors, Inc. | 6,568 | $1.07M | 0.13% | −489−6.9% | Reduced |
| World Equity Group, Inc. | 6,572 | $1.07M | 0.22% | +652+11.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 6,580 | $1.08M | 0.33% | +175+2.7% | Added |
| Oak Associates, Ltd | 6,589 | $1.08M | 0.08% | −1,296−16.4% | Reduced |
| Dividend Assets Capital, LLC | 6,599 | $1.08M | 0.21% | −5,000−43.1% | Reduced |