Skip to main content
Livermore
Livermore
ZHEN

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
2,686
+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
977 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.

Institutional holdersQ4 2023: 2,686 institutions
Q1 2021: 2,156 institutionsQ2 2021: 2,224 institutionsQ3 2021: 2,169 institutionsQ4 2021: 2,354 institutionsQ1 2022: 2,342 institutionsQ2 2022: 2,379 institutionsQ3 2022: 2,288 institutionsQ4 2022: 2,438 institutionsQ1 2023: 2,399 institutionsQ2 2023: 2,429 institutionsQ3 2023: 2,468 institutionsQ4 2023: 2,686 institutionsQ1 2024: 2,809 institutionsQ2 2024: 2,764 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,147 institutionsQ1 2025: 3,268 institutionsQ2 2025: 3,411 institutionsQ3 2025: 3,424 institutionsQ4 2025: 3,707 institutionsQ1 2026: 3,496 institutionsQ2 2026: 3,644 institutions
Value heldQ4 2023: $88.4B
Q1 2021: $66.9BQ2 2021: $74.2BQ3 2021: $70.6BQ4 2021: $67.0BQ1 2022: $65.1BQ2 2022: $71.9BQ3 2022: $61.5BQ4 2022: $74.3BQ1 2023: $67.7BQ2 2023: $69.7BQ3 2023: $74.5BQ4 2023: $88.4BQ1 2024: $104.2BQ2 2024: $95.1BQ3 2024: $124.7BQ4 2024: $126.2BQ1 2025: $145.7BQ2 2025: $172.7BQ3 2025: $163.1BQ4 2025: $177.2BQ1 2026: $143.7BQ2 2026: $172.1B
Institutions holding IBM and their total value by quarter
QuarterHoldersValue
Q2 20263,644$172.1B
Q1 20263,496$143.7B
Q4 20253,707$177.2B
Q3 20253,424$163.1B
Q2 20253,411$172.7B
Q1 20253,268$145.7B
Q4 20243,147$126.2B
Q3 20242,941$124.7B
Q2 20242,764$95.1B
Q1 20242,809$104.2B
Q4 20232,686$88.4B
Q3 20232,468$74.5B
Q2 20232,429$69.7B
Q1 20232,399$67.7B
Q4 20222,438$74.3B
Q3 20222,288$61.5B
Q2 20222,379$71.9B
Q1 20222,342$65.1B
Q4 20212,354$67.0B
Q3 20212,169$70.6B
Q2 20212,224$74.2B
Q1 20212,156$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.

Institutions holding IBM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Center for Financial Services312$51.0K0.02%00.0%Unchanged
ZRC Wealth Management, LLC334$51.2K0.03%00.0%Unchanged
Cassady Schiller Wealth Management, LLC330$54.0K0.03%00.0%Unchanged
Team Financial Group, LLC331$54.1K0.04%+4+1.2%Added
McClarren Financial Advisors, Inc.334$55.0K0.04%+4+1.2%Added
Tidemark, LLC340$55.6K0.03%+340New
RE Dickinson Investment Advisors, LLC341$56.0K0.04%−33−8.8%Reduced
Kelly Financial Services LLC343$56.1K0.02%+2+0.6%Added
Paladin Advisory Group, LLC348$56.9K0.05%00.0%Unchanged
Bell Investment Advisors, Inc355$58.1K0.01%−13−3.5%Reduced
Hobbs Group Advisors, LLC368$60.2K0.03%+368New
Western Pacific Wealth Management, LP375$61.3K0.04%+375New
CGC Financial Services, LLC378$61.8K0.03%00.0%Unchanged
TSFG, LLC378$62.0K0.02%+109+40.5%Added
Global Wealth Management Investment Advisory, Inc.383$62.6K0.02%00.0%Unchanged
Credential Qtrade Securities Inc.387$63.3K0.00%+387New
New England Capital Financial Advisors LLC393$64.2K0.04%00.0%Unchanged
Y.D. More Investments Ltd400$65.4K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC407$66.6K0.03%+157+62.8%Added
Frank, Rimerman Advisors LLC413$67.5K0.01%+413New
Annapolis Financial Services, LLC414$67.7K0.02%00.0%Unchanged
Burkett Financial Services, LLC419$68.5K0.04%+419New
Able Wealth Management LLC419$68.5K0.06%+419New
Granite FO LLC428$70.0K0.05%00.0%Unchanged
Cornerstone Planning Group LLC428$70.0K0.02%−8−1.8%Reduced
Spotlight Asset Group, Inc.500$70.2K0.06%00.0%Unchanged
Trust Co431$70.5K0.01%00.0%Unchanged
Robbins Farley LLC437$71.5K0.04%−45−9.3%Reduced
Transcendent Capital Group LLC439$71.9K0.05%+439New
General Partner, Inc.449$73.4K0.06%00.0%Unchanged
Maryland Capital Advisors Inc.450$73.6K0.05%00.0%Unchanged
Aspect Partners, LLC453$74.1K0.05%+453New
Beaird Harris Wealth Management, LLC456$74.6K0.01%−12−2.6%Reduced
Mizuho Securities Co. Ltd.470$76.9K0.28%−4,240−90.0%Reduced
Johnson Financial Group, Inc.473$77.4K0.00%−207−30.4%Reduced
Fortitude Family Office, LLC476$77.8K0.06%+476New
JNBA Financial Advisors480$78.5K0.01%−100−17.2%Reduced
Pin Oak Investment Advisors Inc484$79.0K0.08%−69−12.5%Reduced
West Oak Capital, LLC485$80.0K0.04%00.0%Unchanged
Blue Bell Private Wealth Management, LLC495$81.0K0.02%+145+41.4%Added
Mango Five Family, Inc.500$81.8K0.03%+500New
Centennial Bank504$82.4K0.05%+57+12.8%Added
Financial Avengers, Inc.504$82.5K0.05%+5+1.0%Added
Centerpoint Advisors, LLC518$85.0K0.03%00.0%Unchanged
Peoples Bank525$85.9K0.07%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC553$90.4K0.02%−37−6.3%Reduced
Proffitt & Goodson Inc555$90.8K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc560$91.6K0.04%00.0%Unchanged
JJJ Advisors Inc.561$91.8K0.02%+151+36.8%Added
Altshuler Shaham Ltd571$93.4K0.01%−1,767−75.6%Reduced
Ogorek Anthony Joseph579$94.0K0.03%−19,790−97.2%Reduced
PrairieView Partners, LLC573$94.0K0.01%00.0%Unchanged
REAP Financial Group, LLC582$95.2K0.03%+582New
Nalls Sherbakoff Group, LLC607$99.3K0.09%00.0%Unchanged
Kelly Lawrence W & Associates Inc608$99.4K0.02%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.609$99.8K0.06%+1+0.2%Added
Aspire Private Capital, LLC612$100.2K0.03%−17−2.7%Reduced
Princeton Global Asset Management LLC613$100.3K0.03%+4+0.7%Added
Arlington Partners LLC616$100.7K0.03%+443+256.1%Added
Gould Capital, LLC620$101.4K0.07%00.0%Unchanged
First Community Trust NA620$101.4K0.11%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd630$103.0K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.633$104.0K0.06%+633New
Financial Management Professionals, Inc.647$106.0K0.02%00.0%Unchanged
Voisard Asset Management Group, Inc.650$106.3K0.06%+650New
Abound Wealth Management652$106.7K0.04%−13−2.0%Reduced
Sanctuary Wealth Management, L.L.C.657$107.5K0.10%00.0%Unchanged
S.A. Mason LLC661$108.1K0.07%+96+17.0%Added
Evermay Wealth Management LLC663$108.4K0.02%−24−3.5%Reduced
Iron Horse Wealth Management, LLC670$109.6K0.05%−200−23.0%Reduced
Private Wealth Management Group, LLC673$110.1K0.05%+673New
West Branch Capital LLC677$110.7K0.05%+30+4.6%Added
Fairfield Financial Advisors, LTD680$111.2K0.04%+4+0.6%Added
Frazier Financial Advisors, LLC699$114.3K0.10%+699New
Prestige Wealth Management Group LLC703$115.0K0.03%−130−15.6%Reduced
Main Street Group, LTD712$116.4K0.04%+712New
HighMark Wealth Management LLC713$116.7K0.09%+7+1.0%Added
O'Dell Group, LLC719$117.6K0.03%+719New
AJOVista, LLC726$118.7K0.15%+726New
Westside Investment Management, Inc.738$120.7K0.03%00.0%Unchanged
Life Planning Partners, Inc745$121.8K0.12%+745New
MidAtlantic Capital Management, Inc.764$125.0K0.12%+764New
GW&K Investment Management, LLC767$125.0K0.00%+37+5.1%Added
American State Bank (Iowa)770$125.9K0.08%00.0%Unchanged
Tyler-Stone Wealth Management774$126.6K0.06%+322+71.2%Added
Abich Financial Wealth Management LLC793$129.7K0.12%+793New
Front Street Capital Management, Inc.800$131.0K0.03%−174−17.9%Reduced
Bollard Group LLC800$131.0K0.00%00.0%Unchanged
Compass Wealth Management LLC830$135.7K0.04%00.0%Unchanged
Evergreen Private Wealth LLC835$136.6K0.07%+835New
Blume Capital Management, Inc.840$137.4K0.04%00.0%Unchanged
Cherry Tree Wealth Management, LLC853$139.5K0.04%−76−8.2%Reduced
FSC Wealth Advisors, LLC862$141.0K0.10%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc866$141.6K0.04%+866New
Kiely Wealth Advisory Group, Inc.753$141.8K0.08%+753New
Scarborough Advisors, LLC874$143.0K0.03%+874New
Clear Point Advisors Inc.876$143.3K0.13%+876New
BFSG, LLC880$143.9K0.02%+880New
Tanglewood Legacy Advisors, LLC930$152.1K0.08%−670−41.9%Reduced
Financial Freedom, LLC935$153.0K0.10%−129−12.1%Reduced