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 |
|---|---|---|---|---|---|
| Gitterman Wealth Management, LLC | 8,030 | $1.31M | 0.59% | −138−1.7% | Reduced |
| Ancora Advisors, LLC | 8,031 | $1.31M | 0.03% | −24−0.3% | Reduced |
| Shufro Rose & Co LLC | 9,370 | $1.31M | 0.13% | 00.0% | Unchanged |
| Advisor Resource Council | 8,042 | $1.32M | 0.15% | +8,042 | New |
| Oversea-Chinese Banking CORP Ltd | 8,042 | $1.32M | 0.05% | +1,369+20.5% | Added |
| Access Financial Services, Inc. | 8,045 | $1.32M | 0.68% | −1,811−18.4% | Reduced |
| Castlekeep Investment Advisors LLC | 8,056 | $1.32M | 0.94% | +8,056 | New |
| Western Wealth Management, LLC | 8,106 | $1.33M | 0.10% | −818−9.2% | Reduced |
| New England Research & Management, Inc. | 8,119 | $1.33M | 0.70% | −2,655−24.6% | Reduced |
| Buckingham Strategic Partners | 8,131 | $1.33M | 0.06% | −2,911−26.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,204 | $1.33M | 0.30% | −735−8.2% | Reduced |
| Brave Asset Management Inc | 8,147 | $1.33M | 0.38% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8,151 | $1.33M | 0.19% | +3,929+93.1% | Added |
| Clarkston Capital Partners, LLC | 8,151 | $1.33M | 0.02% | +125+1.6% | Added |
| Nichols & Pratt Advisers LLP | 8,158 | $1.33M | 0.09% | −200−2.4% | Reduced |
| Pingora Partners LLC | 8,160 | $1.33M | 1.18% | +8,160 | New |
| Kessler Investment Group, LLC | 8,164 | $1.34M | 0.82% | +413+5.3% | Added |
| Waldron Private Wealth LLC | 8,190 | $1.34M | 0.06% | −442−5.1% | Reduced |
| Advisor OS, LLC | 8,194 | $1.34M | 0.17% | −45−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 8,208 | $1.34M | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,227 | $1.35M | 0.03% | −387−4.5% | Reduced |
| CWS Financial Advisors, LLC | 8,228 | $1.35M | 0.50% | +494+6.4% | Added |
| Howland Capital Management LLC | 8,235 | $1.35M | 0.07% | −252−3.0% | Reduced |
| Oder Investment Management, LLC | 8,242 | $1.35M | 1.33% | +3,269+65.7% | Added |
| Bahl & Gaynor Inc | 8,284 | $1.35M | 0.01% | −573−6.5% | Reduced |
| Relative Value Partners Group, LLC | 8,301 | $1.36M | 0.08% | +82+1.0% | Added |
| Becker Capital Management Inc | 8,311 | $1.36M | 0.05% | −33−0.4% | Reduced |
| Midland Wealth Advisors LLC | 8,314 | $1.36M | 0.09% | +8,314 | New |
| Weik Capital Management | 8,315 | $1.36M | 0.63% | −55−0.7% | Reduced |
| Wedmont Private Capital | 8,453 | $1.36M | 0.11% | +1,576+22.9% | Added |
| Avidian Wealth Solutions, LLC | 8,337 | $1.36M | 0.09% | +30+0.4% | Added |
| Ridgewood Investments LLC | 8,341 | $1.36M | 0.81% | −1,581−15.9% | Reduced |
| Meeder Asset Management Inc | 8,346 | $1.36M | 0.11% | +8,346 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,391 | $1.37M | 0.63% | −4,463−34.7% | Reduced |
| Carl P. Sherr & Co., LLC | 8,398 | $1.37M | 0.83% | +1,768+26.7% | Added |
| Lakeview Capital Partners, LLC | 8,402 | $1.37M | 0.24% | +230+2.8% | Added |
| Baldwin Investment Management, LLC | 8,405 | $1.37M | 0.21% | −100−1.2% | Reduced |
| Forte Capital LLC | 8,416 | $1.38M | 0.19% | −600−6.7% | Reduced |
| Joule Financial, LLC | 8,426 | $1.38M | 0.64% | −799−8.7% | Reduced |
| TFG Advisers LLC | 8,437 | $1.38M | 0.58% | +899+11.9% | Added |
| Weiss Asset Management LP | 8,443 | $1.38M | 0.10% | +8,443 | New |
| Red Spruce Capital, LLC | 8,489 | $1.39M | 0.71% | +33+0.4% | Added |
| Paradigm Asset Management Co LLC | 8,500 | $1.39M | 0.37% | −300−3.4% | Reduced |
| Steinberg Asset Management LLC | 8,505 | $1.39M | 1.23% | 00.0% | Unchanged |
| Lake Street Financial LLC | 8,505 | $1.39M | 0.22% | +217+2.6% | Added |
| Meridian Management Co | 7,467 | $1.39M | 0.40% | +79+1.1% | Added |
| Verition Fund Management LLC | 8,509 | $1.39M | 0.01% | −4,383−34.0% | Reduced |
| Investors Asset Management of Georgia Inc | 8,561 | $1.40M | 0.71% | +110+1.3% | Added |
| Chicago Trust Co NA | 8,546 | $1.40M | 0.31% | +100+1.2% | Added |
| Byrne Asset Management LLC | 8,553 | $1.40M | 1.07% | +1,053+14.0% | Added |
| Capital City Trust Co | 8,566 | $1.40M | 0.42% | +108+1.3% | Added |
| Wendell David Associates Inc | 8,565 | $1.40M | 0.15% | −400−4.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,575 | $1.40M | 0.40% | −86−1.0% | Reduced |
| Essex Savings Bank | 8,592 | $1.41M | 0.41% | −97−1.1% | Reduced |
| Parisi Gray Wealth Management | 8,630 | $1.41M | 0.57% | −48−0.6% | Reduced |
| Altfest L J & Co Inc | 8,637 | $1.41M | 0.20% | −51−0.6% | Reduced |
| KCM Investment Advisors LLC | 8,678 | $1.42M | 0.06% | −111−1.3% | Reduced |
| Sandbox Financial Partners, LLC | 8,739 | $1.43M | 0.67% | +30.0% | Added |
| Thoroughbred Financial Services, LLC | 8,758 | $1.43M | 0.12% | −64−0.7% | Reduced |
| Investment Partners Asset Management, Inc. | 8,758 | $1.43M | 1.43% | +8,758 | New |
| Coastwise Capital Group, LLC | 8,778 | $1.44M | 1.46% | −605−6.4% | Reduced |
| Wealthstar Advisors, LLC | 8,780 | $1.44M | 0.53% | +8,780 | New |
| Wynn Capital, LLC | 8,813 | $1.44M | 1.18% | +8,813 | New |
| Zuckerman Investment Group, LLC | 8,838 | $1.45M | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,857 | $1.45M | 0.17% | −960−9.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,870 | $1.45M | 0.01% | −5,702−39.1% | Reduced |
| Duncker Streett & Co Inc | 8,892 | $1.45M | 0.31% | −40−0.4% | Reduced |
| Montecito Bank & Trust | 8,927 | $1.46M | 0.31% | −145−1.6% | Reduced |
| Cozad Asset Management Inc | 8,946 | $1.46M | 0.17% | +330+3.8% | Added |
| Hohimer Wealth Management, LLC | 8,976 | $1.47M | 0.37% | +972+12.1% | Added |
| Beaumont Financial Advisors, LLC | 9,001 | $1.47M | 0.13% | +88+1.0% | Added |
| Pavion Blue Capital, LLC | 9,017 | $1.47M | 0.81% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 9,022 | $1.48M | 0.39% | −112−1.2% | Reduced |
| BKM Wealth Management, LLC | 9,025 | $1.48M | 0.63% | +9,025 | New |
| Graypoint LLC | 9,038 | $1.48M | 0.12% | +1,453+19.2% | Added |
| L2 Asset Management, LLC | 9,039 | $1.48M | 0.61% | +8,307+1,134.8% | Added |
| Diligent Investors, LLC | 9,065 | $1.48M | 0.41% | +22+0.2% | Added |
| Checchi Capital Advisers, LLC | 9,066 | $1.48M | 0.12% | +51+0.6% | Added |
| Portfolio Design Labs, LLC | 9,095 | $1.49M | 0.56% | +9,095 | New |
| Slocum, Gordon & Co LLP | 9,115 | $1.49M | 1.31% | +377+4.3% | Added |
| Sunbelt Securities, Inc. | 9,190 | $1.50M | 0.19% | −99−1.1% | Reduced |
| BCJ Capital Management, LLC | 9,204 | $1.51M | 0.13% | −1,241−11.9% | Reduced |
| Patten Group, Inc. | 9,219 | $1.51M | 0.41% | +3,093+50.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 9,240 | $1.51M | 1.97% | +1,960+26.9% | Added |
| NewEdge Wealth, LLC | 9,330 | $1.53M | 0.04% | +3,667+64.8% | Added |
| AlphaMark Advisors, LLC | 9,335 | $1.53M | 0.58% | −555−5.6% | Reduced |
| Paradigm Financial Partners, LLC | 9,353 | $1.53M | 0.37% | −917−8.9% | Reduced |
| Peddock Capital Advisors, LLC | 9,379 | $1.53M | 0.47% | +255+2.8% | Added |
| FCG Investment Co | 9,401 | $1.54M | 1.51% | +9,401 | New |
| Dumont & Blake Investment Advisors LLC | 9,445 | $1.54M | 0.48% | −499−5.0% | Reduced |
| Security National Bank of So Dak | 9,475 | $1.55M | 1.02% | +30.0% | Added |
| Boothe Investment Group, Inc. | 9,547 | $1.56M | 0.70% | +256+2.8% | Added |
| Nicolet Bankshares Inc | 9,552 | $1.56M | 0.42% | +275+3.0% | Added |
| Inlet Private Wealth, LLC | 9,577 | $1.57M | 0.48% | +500+5.5% | Added |
| Flagship Harbor Advisors, LLC | 9,606 | $1.57M | 0.11% | +1,654+20.8% | Added |
| Adirondack Trust Co | 8,494 | $1.57M | 0.68% | +852+11.1% | Added |
| David Loasby | 9,878 | $1.57M | 0.17% | −36−0.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,626 | $1.57M | 1.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,651 | $1.58M | 0.13% | −223−2.3% | Reduced |
| Twelve Points Wealth Management LLC | 9,656 | $1.58M | 0.75% | +398+4.3% | Added |