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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 9,672 | $1.58M | 0.43% | −53−0.5% | Reduced |
| RKL Wealth Management LLC | 9,672 | $1.58M | 0.17% | −225−2.3% | Reduced |
| OmniStar Financial Group, Inc. | 9,678 | $1.58M | 1.99% | −129−1.3% | Reduced |
| Marco Investment Management LLC | 9,689 | $1.58M | 0.16% | +1,620+20.1% | Added |
| Ritholtz Wealth Management | 9,709 | $1.59M | 0.06% | +233+2.5% | Added |
| Cigna Investments Inc | 9,709 | $1.59M | 0.33% | −14−0.1% | Reduced |
| Redmond Asset Management, LLC | 9,715 | $1.59M | 0.51% | +1,151+13.4% | Added |
| Sandy Spring Bank | 9,739 | $1.59M | 0.08% | −1,116−10.3% | Reduced |
| SRN Advisors, LLC | 9,742 | $1.59M | 1.43% | −1,880−16.2% | Reduced |
| Point72 Europe (London) LLP | 9,743 | $1.59M | 0.20% | +9,743 | New |
| MidWestOne Financial Group, Inc. | 9,762 | $1.60M | 0.30% | −39−0.4% | Reduced |
| First National Bank of Omaha | 9,808 | $1.60M | 0.10% | −1,440−12.8% | Reduced |
| Detalus Advisors, LLC | 9,823 | $1.61M | 0.64% | −200−2.0% | Reduced |
| Mendel Capital Management LLC | 9,834 | $1.61M | 1.16% | +40+0.4% | Added |
| Emfo, LLC | 9,857 | $1.61M | 1.50% | +15+0.2% | Added |
| Zullo Investment Group, Inc. | 9,935 | $1.63M | 0.83% | +58+0.6% | Added |
| Dudley Capital Management, LLC | 9,961 | $1.63M | 1.05% | +40.0% | Added |
| Hartford Financial Management Inc. | 9,975 | $1.63M | 0.37% | +89+0.9% | Added |
| Westport Asset Management Inc | 10,000 | $1.64M | 0.88% | 00.0% | Unchanged |
| OV Management LLC | 10,000 | $1.64M | 1.35% | +10,000 | New |
| Empower Advisory Group, LLC | 10,031 | $1.64M | 0.01% | −2,160−17.7% | Reduced |
| FineMark National Bank & Trust | 10,078 | $1.65M | 0.07% | +633+6.7% | Added |
| Duff & Phelps Investment Management Co | 10,090 | $1.65M | 0.02% | +20+0.2% | Added |
| First City Capital Management, Inc. | 10,111 | $1.65M | 0.96% | −95−0.9% | Reduced |
| Osterweis Capital Management Inc | 10,130 | $1.66M | 0.11% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10,142 | $1.66M | 0.22% | +3,327+48.8% | Added |
| Bowen Hanes & Co Inc | 10,155 | $1.66M | 0.05% | +60+0.6% | Added |
| Maple Capital Management, Inc. | 10,174 | $1.66M | 0.17% | −6,429−38.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,174 | $1.66M | 0.17% | −66−0.6% | Reduced |
| Alternative Investment Advisors, LLC. | 10,223 | $1.67M | 1.09% | −9−0.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,229 | $1.67M | 0.98% | −2,109−17.1% | Reduced |
| Farther Finance Advisors, LLC | 10,253 | $1.68M | 0.12% | +7,082+223.3% | Added |
| Good Life Advisors, LLC | 10,255 | $1.68M | 0.17% | −394−3.7% | Reduced |
| Hunter Associates Investment Management LLC | 10,266 | $1.68M | 0.31% | −175−1.7% | Reduced |
| Altman Advisors, Inc. | 10,298 | $1.68M | 0.88% | −6−0.1% | Reduced |
| First Trust Investment Solutions L.P. | 10,323 | $1.69M | 0.35% | +10,323 | New |
| Meeder Advisory Services, Inc. | 10,345 | $1.69M | 0.19% | +873+9.2% | Added |
| Westhampton Capital, LLC | 10,346 | $1.69M | 1.01% | −235−2.2% | Reduced |
| Hamel Associates, Inc. | 10,350 | $1.69M | 0.60% | +105+1.0% | Added |
| Smith Anglin Financial, LLC | 10,377 | $1.70M | 0.19% | +10,377 | New |
| Ironwood Financial, llc | 10,380 | $1.70M | 0.41% | −148−1.4% | Reduced |
| Centennial Wealth Advisory LLC | 10,402 | $1.70M | 0.87% | −375−3.5% | Reduced |
| Physicians Financial Services, Inc. | 10,406 | $1.70M | 0.65% | −50−0.5% | Reduced |
| Archford Capital Strategies, LLC | 10,432 | $1.71M | 0.31% | +152+1.5% | Added |
| Trust Asset Management LLC | 10,452 | $1.71M | 0.17% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 10,470 | $1.71M | 1.63% | +10,470 | New |
| Gordian Capital Singapore Pte Ltd | 10,500 | $1.72M | 1.55% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10,512 | $1.72M | 0.07% | +7,014+200.5% | Added |
| Meridian Investment Counsel Inc. | 10,513 | $1.72M | 0.59% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 10,524 | $1.72M | 0.82% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 10,529 | $1.72M | 0.52% | +294+2.9% | Added |
| Chesapeake Asset Management LLC | 10,540 | $1.72M | 1.54% | −324−3.0% | Reduced |
| Cito Capital Group, LLC | 10,539 | $1.72M | 0.74% | +309+3.0% | Added |
| Haverford Trust Co | 10,611 | $1.74M | 0.02% | +994+10.3% | Added |
| Ledyard National Bank | 10,644 | $1.74M | 0.18% | +1,241+13.2% | Added |
| Bridges Investment Management Inc | 10,652 | $1.74M | 0.06% | −5,396−33.6% | Reduced |
| Woodward Diversified Capital, LLC | 10,670 | $1.75M | 1.10% | −56−0.5% | Reduced |
| Quest Investment Management LLC | 10,684 | $1.75M | 0.22% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10,700 | $1.75M | 0.70% | +6,000+127.7% | Added |
| Raleigh Capital Management Inc. | 10,701 | $1.75M | 0.81% | −6−0.1% | Reduced |
| Compass Ion Advisors, LLC | 10,728 | $1.75M | 0.27% | +624+6.2% | Added |
| Caldwell Sutter Capital, Inc. | 10,738 | $1.76M | 0.89% | −542−4.8% | Reduced |
| Clark Financial Services Group Inc | 10,780 | $1.76M | 2.26% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 10,784 | $1.76M | 0.73% | −334−3.0% | Reduced |
| Geneos Wealth Management Inc. | 10,787 | $1.76M | 0.09% | −4,765−30.6% | Reduced |
| StoneX Group Inc. | 10,867 | $1.78M | 0.18% | +4,648+74.7% | Added |
| Cornerstone Wealth Management, LLC | 10,924 | $1.79M | 0.15% | −860−7.3% | Reduced |
| Donaldson Capital Management, LLC | 10,948 | $1.79M | 0.08% | −179−1.6% | Reduced |
| Mitchell Sinkler & Starr | 10,990 | $1.80M | 0.33% | +5,677+106.9% | Added |
| Harbor Capital Advisors, Inc. | 10,990 | $1.80M | 0.35% | −40.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 11,000 | $1.80M | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 11,010 | $1.80M | 0.14% | −413−3.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 11,033 | $1.80M | 0.46% | −2,247−16.9% | Reduced |
| Ausdal Financial Partners, Inc. | 11,080 | $1.81M | 0.22% | +275+2.5% | Added |
| Hedges Asset Management LLC | 11,100 | $1.82M | 1.42% | −100−0.9% | Reduced |
| Choate Investment Advisors | 11,144 | $1.82M | 0.06% | +1,515+15.7% | Added |
| IFP Advisors, Inc | 10,990 | $1.83M | 0.09% | −1,887−14.7% | Reduced |
| LVM Capital Management Ltd | 11,194 | $1.83M | 0.23% | −515−4.4% | Reduced |
| Griffin Asset Management, Inc. | 11,215 | $1.83M | 0.23% | −323−2.8% | Reduced |
| Focused Wealth Management, Inc | 11,217 | $1.83M | 0.30% | +87+0.8% | Added |
| CIC Wealth, LLC | 11,238 | $1.84M | 0.58% | +3,096+38.0% | Added |
| Qtron Investments LLC | 11,274 | $1.84M | 0.30% | +693+6.5% | Added |
| Symmetry Partners, LLC | 11,286 | $1.85M | 0.10% | −1,645−12.7% | Reduced |
| Transatlantique Private Wealth LLC | 11,485 | $1.85M | 0.86% | −104−0.9% | Reduced |
| South Dakota Investment Council | 11,414 | $1.87M | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,422 | $1.87M | 0.37% | +2,640+30.1% | Added |
| Del-Sette Capital Management, LLC | 11,470 | $1.88M | 1.65% | +11,470 | New |
| Tower Bridge Advisors | 11,487 | $1.88M | 0.16% | +88+0.8% | Added |
| Founders Financial Securities LLC | 11,501 | $1.88M | 0.21% | +189+1.7% | Added |
| Lantz Financial LLC | 11,517 | $1.88M | 0.68% | +279+2.5% | Added |
| Longfellow Investment Management Co LLC | 11,556 | $1.89M | 0.47% | −1,411−10.9% | Reduced |
| V-Square Quantitative Management LLC | 11,565 | $1.89M | 0.45% | +4,182+56.6% | Added |
| Ceera Investments, LLC | 11,573 | $1.89M | 0.89% | −40−0.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 11,617 | $1.90M | 0.42% | −118−1.0% | Reduced |
| Evergreen Capital Management LLC | 11,635 | $1.90M | 0.08% | −243−2.0% | Reduced |
| Aries Wealth Management | 11,637 | $1.90M | 0.68% | −25−0.2% | Reduced |
| Capital Investment Counsel, Inc | 11,739 | $1.92M | 0.34% | −1,525−11.5% | Reduced |
| Pinnacle Holdings, LLC | 11,752 | $1.92M | 0.79% | +459+4.1% | Added |
| Fortis Group Advisors, LLC | 12,673 | $1.92M | 0.48% | +4,024+46.5% | Added |
| NBC Securities, Inc. | 11,759 | $1.92M | 0.19% | −624−5.0% | Reduced |