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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 11,759 | $1.92M | 0.02% | −72,742−86.1% | Reduced |
| Valicenti Advisory Services Inc | 11,799 | $1.93M | 0.59% | −562−4.5% | Reduced |
| Zhang Financial LLC | 11,817 | $1.93M | 0.17% | −186−1.5% | Reduced |
| Gifford Fong Associates | 11,900 | $1.95M | 0.41% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,908 | $1.95M | 0.12% | +2,220+22.9% | Added |
| Cassaday & Co Wealth Management LLC | 11,920 | $1.95M | 0.07% | +148+1.3% | Added |
| Sage Investment Advisers LLC | 11,952 | $1.95M | 2.37% | +44+0.4% | Added |
| Trust Investment Advisors | 11,963 | $1.96M | 1.53% | +1,240+11.6% | Added |
| O'Rourke & Company, Inc | 11,987 | $1.96M | 1.26% | +132+1.1% | Added |
| St Germain D J Co Inc | 12,029 | $1.97M | 0.10% | +746+6.6% | Added |
| Allegheny Financial Group LTD | 12,046 | $1.97M | 0.63% | −85−0.7% | Reduced |
| Private Trust Co NA | 12,052 | $1.97M | 0.23% | +237+2.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,068 | $1.97M | 0.23% | −151−1.2% | Reduced |
| Peloton Wealth Strategists | 12,090 | $1.98M | 0.86% | −900−6.9% | Reduced |
| TCM Advisors, LLC | – | $1.98M | 1.61% | – | – |
| KKM Financial LLC | 12,134 | $1.98M | 1.25% | +12,134 | New |
| Nicholas Hoffman & Company, LLC. | 12,157 | $1.99M | 0.12% | −835−6.4% | Reduced |
| Ronald Blue Trust, Inc. | 14,187 | $1.99M | 0.03% | +1,859+15.1% | Added |
| Ameritas Advisory Services, LLC | 11,275 | $1.99M | 0.11% | +349+3.2% | Added |
| Impax Asset Management Group plc | 12,176 | $1.99M | 0.01% | +1,800+17.3% | Added |
| Wealth Effects LLC | 12,192 | $1.99M | 0.75% | +3,065+33.6% | Added |
| Aaron Wealth Advisors | 12,208 | $2.00M | 0.33% | −295,619−96.0% | Reduced |
| CMT Capital Markets Trading GmbH | 12,236 | $2.00M | 1.40% | +12,236 | New |
| JFS Wealth Advisors, LLC | 12,268 | $2.01M | 0.17% | −552−4.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 12,279 | $2.01M | 0.39% | −2,502−16.9% | Reduced |
| Brown Miller Wealth Management, LLC | 12,281 | $2.01M | 1.00% | −363−2.9% | Reduced |
| Birchbrook, Inc. | 12,325 | $2.02M | 1.33% | +12,325 | New |
| St. Louis Financial Planners Asset Management, LLC | 12,339 | $2.02M | 1.88% | +12,339 | New |
| Leavell Investment Management, Inc. | 12,462 | $2.04M | 0.13% | −100−0.8% | Reduced |
| Nwam LLC | 12,480 | $2.04M | 0.16% | +1,117+9.8% | Added |
| Aull & Monroe Investment Management Corp | 12,480 | $2.04M | 1.01% | −125−1.0% | Reduced |
| DT Investment Partners, LLC | 10,891 | $2.05M | 0.22% | −774−6.6% | Reduced |
| Disciplined Equity Management, Inc. | 12,514 | $2.05M | 1.40% | 00.0% | Unchanged |
| Slagle Financial, LLC | 24,950 | $2.05M | 1.17% | +12,177+95.3% | Added |
| Culbertson A N & Co Inc | 12,521 | $2.05M | 0.38% | 00.0% | Unchanged |
| Intrust Bank NA | 12,525 | $2.05M | 0.24% | +148+1.2% | Added |
| Silvant Capital Management LLC | 12,534 | $2.05M | 0.11% | −35−0.3% | Reduced |
| Carson Advisory Inc. | 12,576 | $2.06M | 1.60% | −620−4.7% | Reduced |
| Cary Street Partners Asset Management LLC | 12,604 | $2.06M | 0.35% | −685−5.2% | Reduced |
| Washington Trust Co | 12,701 | $2.08M | 0.08% | +43+0.3% | Added |
| Forza Wealth Management, LLC | 12,715 | $2.08M | 1.15% | −195−1.5% | Reduced |
| Hodges Capital Management Inc. | 12,767 | $2.09M | 0.11% | +6,517+104.3% | Added |
| Private Capital Management, LLC | 12,791 | $2.09M | 0.24% | +206+1.6% | Added |
| Balentine LLC | 12,796 | $2.09M | 0.07% | −2,436−16.0% | Reduced |
| Little House Capital LLC | 12,822 | $2.10M | 0.76% | −267−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 12,861 | $2.10M | 0.08% | +5,075+65.2% | Added |
| Hudock, Inc. | 12,863 | $2.10M | 0.45% | −150−1.2% | Reduced |
| Ontario Teachers Pension Plan Board | 12,882 | $2.11M | 0.02% | +1,147+9.8% | Added |
| Essex LLC | 12,883 | $2.11M | 0.52% | +1,281+11.0% | Added |
| Cooper Financial Group | 12,906 | $2.11M | 0.38% | +787+6.5% | Added |
| Legacy Wealth Asset Management, LLC | 12,974 | $2.12M | 0.70% | −294−2.2% | Reduced |
| Ballentine Partners, LLC | 12,986 | $2.12M | 0.04% | +160+1.2% | Added |
| Deseret Mutual Benefit Administrators | 13,011 | $2.13M | 1.23% | −6,523−33.4% | Reduced |
| Security National Bank of Sioux City Iowa | 13,058 | $2.14M | 1.61% | −188−1.4% | Reduced |
| TFC Financial Management | 13,074 | $2.14M | 0.43% | +410+3.2% | Added |
| Robertson Stephens Wealth Management, LLC | 13,152 | $2.15M | 0.13% | +651+5.2% | Added |
| Foresight Capital Management Advisors, Inc. | 13,160 | $2.15M | 2.20% | +13,160 | New |
| Lee Danner & Bass Inc | 13,195 | $2.16M | 0.18% | +101+0.8% | Added |
| Round Rock Advisors, LLC | 13,201 | $2.16M | 0.54% | +141+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 13,219 | $2.16M | 0.25% | +6,166+87.4% | Added |
| Excalibur Management Corp | 13,352 | $2.18M | 1.03% | −74−0.6% | Reduced |
| Merit Financial Group, LLC | 13,363 | $2.19M | 0.07% | −327−2.4% | Reduced |
| Diversified Trust Co | 13,428 | $2.20M | 0.07% | −1,216−8.3% | Reduced |
| Chilton Capital Management LLC | 13,437 | $2.20M | 0.11% | +339+2.6% | Added |
| Ofi Invest Asset Management | 13,468 | $2.20M | 0.07% | +13,119+3,759.0% | Added |
| Quantinno Capital Management LP | 13,493 | $2.21M | 0.08% | +3,729+38.2% | Added |
| Brooks, Moore & Associates, Inc. | 13,512 | $2.21M | 1.52% | −4,012−22.9% | Reduced |
| Exencial Wealth Advisors, LLC | 13,519 | $2.21M | 0.09% | −590−4.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,532 | $2.21M | 0.05% | +13,532 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,536 | $2.21M | 0.24% | −887−6.1% | Reduced |
| Vaughan David Investments LLC | 13,549 | $2.22M | 0.06% | +75+0.6% | Added |
| Great Valley Advisor Group, Inc. | 13,555 | $2.22M | 0.08% | −140−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,083 | $2.22M | 0.02% | −93−0.8% | Reduced |
| GSB Wealth Management, LLC | 13,587 | $2.22M | 0.68% | +98+0.7% | Added |
| Joel Isaacson & Co., LLC | 13,599 | $2.22M | 0.14% | +222+1.7% | Added |
| Tredje AP-fonden | 13,604 | $2.22M | 0.03% | −39,100−74.2% | Reduced |
| Optimist Retirement Group LLC | 13,634 | $2.23M | 1.45% | +13,634 | New |
| Confluence Wealth Services, Inc. | 13,779 | $2.25M | 0.25% | −42−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 13,794 | $2.26M | 0.09% | +907+7.0% | Added |
| SkyOak Wealth, LLC | 13,798 | $2.26M | 0.59% | −500−3.5% | Reduced |
| Leonteq Securities AG | 13,814 | $2.26M | 0.29% | −4,882−26.1% | Reduced |
| Parthenon LLC | 13,842 | $2.26M | 0.31% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 13,861 | $2.27M | 1.64% | +13,861 | New |
| SageView Advisory Group, LLC | 12,114 | $2.28M | 0.10% | +1,871+18.3% | Added |
| Green Alpha Advisors, LLC | 13,920 | $2.28M | 1.64% | −3,588−20.5% | Reduced |
| Vise Technologies, Inc. | 13,945 | $2.28M | 0.49% | −2,147−13.3% | Reduced |
| Citizens & Northern Corp | 14,047 | $2.30M | 0.82% | −402−2.8% | Reduced |
| Golden State Equity Partners | 14,056 | $2.30M | 0.56% | −450−3.1% | Reduced |
| Penn Mutual Asset Management, LLC | 14,130 | $2.31M | 1.78% | 00.0% | Unchanged |
| Trust Point Inc. | 14,164 | $2.32M | 0.19% | +14,164 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,374 | $2.32M | 0.57% | +9,080+171.5% | Added |
| Park Circle Co | 14,200 | $2.32M | 2.24% | 00.0% | Unchanged |
| Garner Asset Management Corp | 12,694 | $2.32M | 1.18% | −1,005−7.3% | Reduced |
| Cladis Investment Advisory, LLC | 14,230 | $2.33M | 1.83% | −250−1.7% | Reduced |
| Cornerstone Advisors, LLC | 14,300 | $2.34M | 0.10% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 14,350 | $2.35M | 1.35% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 14,387 | $2.35M | 0.79% | −204−1.4% | Reduced |
| Nations Financial Group Inc, | 14,388 | $2.35M | 0.22% | +5,763+66.8% | Added |
| Proequities, Inc. | 14,402 | $2.36M | 0.17% | +695+5.1% | Added |
| Fca Corp | 14,412 | $2.36M | 0.81% | +203+1.4% | Added |