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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 6,609 | $1.08M | 0.09% | −646−8.9% | Reduced |
| Renaissance Investment Group LLC | 6,613 | $1.08M | 0.27% | +800+13.8% | Added |
| Wolverine Trading, LLC | 6,614 | $1.08M | 0.01% | −60,271−90.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,626 | $1.09M | 0.65% | −341−4.9% | Reduced |
| Terra Nova Asset Management LLC | 6,643 | $1.09M | 0.95% | +3,033+84.0% | Added |
| Gateway Investment Advisers LLC | 6,672 | $1.09M | 0.01% | −1,211−15.4% | Reduced |
| Jeppson Wealth Management, LLC | 6,707 | $1.10M | 0.45% | −20−0.3% | Reduced |
| Albion Financial Group | 6,715 | $1.10M | 0.09% | −59−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 6,736 | $1.10M | 0.07% | −296−4.2% | Reduced |
| Equitable Trust Co | 6,747 | $1.10M | 0.08% | −45−0.7% | Reduced |
| Belpointe Asset Management LLC | 6,750 | $1.10M | 0.10% | −257−3.7% | Reduced |
| Straight Path Wealth Management | 6,780 | $1.11M | 0.65% | −106−1.5% | Reduced |
| Core Wealth Partners LLC | 6,811 | $1.11M | 0.91% | +33+0.5% | Added |
| LS Investment Advisors, LLC | 6,815 | $1.11M | 0.19% | +2,240+49.0% | Added |
| JBR Co Financial Management Inc | 6,824 | $1.12M | 1.05% | +6,824 | New |
| Monetary Management Group Inc | 6,832 | $1.12M | 0.35% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 6,866 | $1.12M | 0.22% | −20−0.3% | Reduced |
| Marietta Investment Partners LLC | 6,926 | $1.13M | 0.28% | −700−9.2% | Reduced |
| Sutton Place Investors LLC | 6,941 | $1.14M | 0.82% | +5,415+354.8% | Added |
| TCI Wealth Advisors, Inc. | 6,947 | $1.14M | 0.12% | −203−2.8% | Reduced |
| Sunburst Financial Group, LLC | 6,957 | $1.14M | 0.35% | +6,957 | New |
| Capstone Triton Financial Group, LLC | 6,982 | $1.14M | 0.83% | −717−9.3% | Reduced |
| Saxon Interests, Inc. | 7,000 | $1.14M | 0.57% | +7,000 | New |
| Twin Focus Capital Partners, LLC | 7,000 | $1.14M | 0.23% | 00.0% | Unchanged |
| Rossmore Private Capital | 7,015 | $1.15M | 0.16% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 7,097 | $1.16M | 0.25% | +62+0.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,104 | $1.16M | 0.47% | +7,104 | New |
| PBMares Wealth Management LLC | 7,123 | $1.16M | 0.35% | +200+2.9% | Added |
| Papp L Roy & Associates | 7,124 | $1.17M | 0.14% | −125−1.7% | Reduced |
| Webster Bank, N. A. | 7,131 | $1.17M | 0.14% | +62+0.9% | Added |
| Laurel Wealth Advisors LLC | 7,167 | $1.17M | 0.22% | +6+0.1% | Added |
| Northeast Investment Management | 7,193 | $1.18M | 0.06% | +66+0.9% | Added |
| Range Financial Group LLC | 7,195 | $1.18M | 0.71% | −63−0.9% | Reduced |
| Warner Financial, Inc | 7,194 | $1.18M | 0.66% | +4+0.1% | Added |
| Founders Financial Alliance, LLC | 7,197 | $1.18M | 0.46% | +1,141+18.8% | Added |
| Mystic Asset Management, Inc. | 7,197 | $1.18M | 0.56% | +295+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,217 | $1.18M | 0.07% | −1,877−20.6% | Reduced |
| Parcion Private Wealth LLC | 7,209 | $1.18M | 0.11% | +335+4.9% | Added |
| Plancorp, LLC | 7,223 | $1.18M | 0.06% | +194+2.8% | Added |
| Delta Financial Group, Inc. | 7,233 | $1.18M | 0.37% | −235−3.1% | Reduced |
| Hexagon Capital Partners LLC | 7,241 | $1.18M | 0.29% | +694+10.6% | Added |
| Private Advisory Group LLC | 7,276 | $1.19M | 0.21% | −30.0% | Reduced |
| Thrive Wealth Management, LLC | 7,311 | $1.20M | 0.27% | +64+0.9% | Added |
| Invst, LLC | 6,521 | $1.20M | 0.15% | +12+0.2% | Added |
| Northern Financial Advisors Inc | 7,319 | $1.20M | 1.01% | +900+14.0% | Added |
| Cahill Financial Advisors Inc | 7,333 | $1.20M | 0.18% | −2,644−26.5% | Reduced |
| Gratus Capital LLC | 7,347 | $1.20M | 0.07% | +117+1.6% | Added |
| Beaton Management Co. Inc. | 7,364 | $1.20M | 0.72% | −107−1.4% | Reduced |
| Berkshire Asset Management LLC | 7,410 | $1.21M | 0.07% | +1,361+22.5% | Added |
| Day & Ennis, LLC | 7,422 | $1.21M | 0.43% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,426 | $1.21M | 0.50% | −96−1.3% | Reduced |
| Whitener Capital Management, Inc. | 7,430 | $1.22M | 0.44% | +127+1.7% | Added |
| Texas Yale Capital Corp. | 7,446 | $1.22M | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 7,437 | $1.22M | 0.01% | +4,421+146.6% | Added |
| Davis R M Inc | 7,477 | $1.22M | 0.03% | −280−3.6% | Reduced |
| Grove Bank & Trust | 7,493 | $1.23M | 0.23% | +2,531+51.0% | Added |
| Alterity Financial Group, LLC | 7,500 | $1.23M | 1.75% | 00.0% | Unchanged |
| Curi Capital | 7,504 | $1.23M | 0.17% | −5−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 7,520 | $1.23M | 0.14% | −84−1.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,526 | $1.23M | 0.25% | −20−0.3% | Reduced |
| Veracity Capital LLC | 7,562 | $1.24M | 0.50% | +7,562 | New |
| G&S Capital LLC | 7,564 | $1.24M | 0.59% | −77−1.0% | Reduced |
| Advisory Alpha, LLC | 7,569 | $1.24M | 0.06% | +213+2.9% | Added |
| Roanoke Asset Management Corp | 7,575 | $1.24M | 0.46% | +2,250+42.3% | Added |
| Financial Advisory Service, Inc. | 7,582 | $1.24M | 0.12% | +457+6.4% | Added |
| Donoghue Forlines LLC | 7,642 | $1.25M | 0.39% | −1,733−18.5% | Reduced |
| E Fund Management Co., Ltd. | 7,649 | $1.25M | 0.08% | −619−7.5% | Reduced |
| Donald L. Hagan, LLC | 7,656 | $1.25M | 0.69% | −188−2.4% | Reduced |
| Fiduciary Group LLC | 7,669 | $1.25M | 0.15% | +50+0.7% | Added |
| Home Federal Bank of Tennessee | 7,672 | $1.25M | 0.42% | −50−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 7,680 | $1.26M | 0.34% | −15,410−66.7% | Reduced |
| Uncommon Cents Investing LLC | 7,683 | $1.26M | 0.42% | +1,703+28.5% | Added |
| Athena Investment Management | 7,714 | $1.26M | 0.82% | +14+0.2% | Added |
| BSW Wealth Partners | 7,715 | $1.26M | 0.25% | +21+0.3% | Added |
| Venturi Wealth Management, LLC | 7,716 | $1.26M | 0.09% | −8−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,719 | $1.26M | 0.15% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 7,745 | $1.27M | 0.21% | +248+3.3% | Added |
| Beacon Investment Advisory Services, Inc. | 7,788 | $1.27M | 0.06% | +158+2.1% | Added |
| Main Street Financial Solutions, LLC | 7,797 | $1.28M | 0.16% | −6−0.1% | Reduced |
| Aspen Investment Management Inc | 7,816 | $1.28M | 0.71% | +1,211+18.3% | Added |
| Exchange Bank | 7,834 | $1.28M | 1.11% | +73+0.9% | Added |
| Dakota Wealth Management | 7,858 | $1.29M | 0.05% | +2,322+41.9% | Added |
| Northwest Bancshares, Inc. | 7,869 | $1.29M | 0.23% | −179−2.2% | Reduced |
| Naviter Wealth, LLC | 7,874 | $1.29M | 0.26% | +1,321+20.2% | Added |
| Long Run Wealth Advisors, LLC | 7,877 | $1.29M | 0.37% | −711−8.3% | Reduced |
| Change Path, LLC | 7,885 | $1.29M | 0.08% | −357−4.3% | Reduced |
| Moody National Bank Trust Division | 7,894 | $1.29M | 0.10% | −11,445−59.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,914 | $1.29M | 0.31% | −87−1.1% | Reduced |
| Abn Amro Investment Solutions | 7,920 | $1.30M | 0.02% | +595+8.1% | Added |
| Country Club Bank | 7,913 | $1.30M | 0.10% | −204−2.5% | Reduced |
| Perfromance Wealth Partners, LLC | 7,934 | $1.30M | 0.06% | +1,531+23.9% | Added |
| Northwest Bank & Trust Co | 7,942 | $1.30M | 1.17% | +7,942 | New |
| Baker Tilly Wealth Management, LLC | 7,947 | $1.30M | 0.21% | −791−9.1% | Reduced |
| Chicago Capital, LLC | 7,979 | $1.30M | 0.05% | −323−3.9% | Reduced |
| Waterfront Wealth Inc. | 7,980 | $1.31M | 0.38% | −3,047−27.6% | Reduced |
| MONECO Advisors, LLC | 7,996 | $1.31M | 0.25% | +275+3.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.31M | 0.45% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,528 | $1.31M | 0.06% | +58+0.8% | Added |
| Sierra Summit Advisors LLC | 8,018 | $1.31M | 0.38% | +8,018 | New |
| Means Investment Co., Inc. | 8,030 | $1.31M | 0.19% | −147−1.8% | Reduced |