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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,644 | $172.1B |
| Q1 2026 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 943 | $154.2K | 0.04% | 00.0% | Unchanged |
| Retirement Group, LLC | 957 | $156.4K | 0.06% | −283−22.8% | Reduced |
| Marquette Asset Management, LLC | 958 | $156.7K | 0.03% | −108−10.1% | Reduced |
| Kozak & Associates, Inc. | 946 | $157.9K | 0.05% | −305−24.4% | Reduced |
| Avion Wealth | 964 | $158.0K | 0.04% | +56+6.2% | Added |
| Covestor Ltd | 969 | $159.0K | 0.11% | −43−4.2% | Reduced |
| Lowe Wealth Advisors, LLC | 980 | $160.3K | 0.08% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 980 | $160.3K | 0.06% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,000 | $163.6K | 0.20% | −17−1.7% | Reduced |
| Plato Investment Management Ltd | 1,021 | $167.0K | 0.20% | +1,021 | New |
| First Financial Corp | 1,022 | $167.1K | 0.09% | +400+64.3% | Added |
| Rise Advisors, LLC | 1,027 | $167.9K | 0.12% | −40−3.7% | Reduced |
| Arlington Trust Co LLC | 1,043 | $170.6K | 0.05% | +870+502.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,043 | $170.6K | 0.03% | +126+13.7% | Added |
| Jamison Private Wealth Management, Inc. | 1,043 | $170.6K | 0.03% | +8+0.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,053 | $172.2K | 0.05% | +1,053 | New |
| Global Wealth Strategies & Associates | 1,060 | $173.4K | 0.07% | +10+1.0% | Added |
| Pflug Koory, LLC | 1,074 | $175.7K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,086 | $177.6K | 0.03% | +190+21.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,090 | $178.3K | 0.08% | +1,090 | New |
| Rocky Mountain Advisers, LLC | 1,100 | $179.9K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,107 | $181.1K | 0.02% | −585−34.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,115 | $182.0K | 0.08% | +150+15.5% | Added |
| Bruce G. Allen Investments, LLC | 1,114 | $182.2K | 0.17% | +1,114 | New |
| Cetera Trust Company, N.A | 1,132 | $185.1K | 0.12% | +1,132 | New |
| Founders Capital Management | 1,150 | $188.1K | 0.14% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,016 | $188.4K | 0.07% | +5+0.5% | Added |
| Q3 Asset Management | 1,158 | $189.0K | 0.05% | +1,158 | New |
| FSA Wealth Management LLC | 1,183 | $193.0K | 0.09% | +1,183 | New |
| Elgethun Capital Management | 1,182 | $193.3K | 0.05% | +12+1.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,193 | $195.1K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,193 | $195.2K | 0.02% | +45+3.9% | Added |
| Rakuten Securities, Inc. | 1,197 | $195.8K | 0.15% | +1,197 | New |
| Front Row Advisors LLC | 1,200 | $196.3K | 0.09% | −100−7.7% | Reduced |
| Canton Hathaway, LLC | 1,221 | $200.0K | 0.06% | +1,000+452.5% | Added |
| Johnson Bixby & Associates, LLC | 1,223 | $200.0K | 0.04% | +1,223 | New |
| Luts & Greenleigh Group, Inc | 1,227 | $200.7K | 0.25% | +1,227 | New |
| Linden Thomas Advisory Services, LLC | 1,229 | $201.0K | 0.04% | +1,229 | New |
| Northwest Capital Management Inc | 1,230 | $201.1K | 0.07% | +59+5.0% | Added |
| Wealthstream Advisors, Inc. | 1,231 | $201.3K | 0.08% | −728−37.2% | Reduced |
| RFP Financial Group LLC | 1,233 | $201.7K | 0.08% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,235 | $202.0K | 0.07% | −827−40.1% | Reduced |
| Howard Capital Management Inc. | 1,235 | $202.0K | 0.02% | +1,235 | New |
| GLOBALT Investments LLC | 1,235 | $202.0K | 0.01% | +1,235 | New |
| Coston, McIsaac & Partners | 1,239 | $202.0K | 0.07% | +7+0.6% | Added |
| Signet Financial Management, LLC | 1,236 | $202.2K | 0.03% | +1,236 | New |
| Holland Advisory Services, Inc. | 1,238 | $202.5K | 0.23% | −976−44.1% | Reduced |
| Horizon Bancorp Inc | 1,240 | $203.0K | 0.10% | +12+1.0% | Added |
| Prostatis Group LLC | 1,242 | $203.1K | 0.08% | −5,494−81.6% | Reduced |
| Two Sigma Securities, LLC | 1,242 | $203.1K | 0.01% | −2,137−63.2% | Reduced |
| Aspire Capital Advisors LLC | 1,246 | $203.8K | 0.08% | +1,246 | New |
| NavPoint Financial, Inc. | 1,247 | $203.9K | 0.19% | +1,247 | New |
| Meadow Creek Wealth Advisors LLC | 1,248 | $204.1K | 0.20% | +1,248 | New |
| Northwest Wealth Management, LLC | 1,258 | $205.8K | 0.06% | +1,258 | New |
| Tucker Asset Management LLC | 1,259 | $205.9K | 0.05% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,259 | $205.9K | 0.06% | +1,259 | New |
| Single Point Partners, LLC | 1,257 | $206.0K | 0.05% | +1,257 | New |
| Lockerman Financial Group, Inc. | 1,261 | $206.2K | 0.48% | +1,261 | New |
| MainStreet Investment Advisors LLC | 1,268 | $207.4K | 0.02% | −486−27.7% | Reduced |
| Semus Wealth Partners LLC | 1,268 | $207.4K | 0.17% | +1,268 | New |
| Fifth Third Wealth Advisors LLC | 1,270 | $207.7K | 0.07% | +1,270 | New |
| Chickasaw Capital Management LLC | 1,271 | $208.0K | 0.01% | +1,271 | New |
| American Planning Services, Inc. | 1,273 | $208.1K | 0.16% | +1,273 | New |
| LifeSteps Financial, Inc. | 1,275 | $208.5K | 0.18% | +1,275 | New |
| Taylor Financial Group, Inc. | 1,275 | $208.5K | 0.17% | +1,275 | New |
| Aprio Wealth Management, LLC | 1,277 | $208.9K | 0.05% | +1,277 | New |
| Kingdom Financial Group LLC. | 1,278 | $209.0K | 0.18% | +1,278 | New |
| Financial Advisory Group | 1,278 | $209.0K | 0.04% | +1,278 | New |
| waypoint wealth counsel | 1,278 | $209.0K | 0.18% | −165−11.4% | Reduced |
| Diversified, LLC | 1,281 | $209.6K | 0.05% | +1,281 | New |
| Private Ocean, LLC | 1,285 | $210.2K | 0.02% | +3+0.2% | Added |
| Boyar Asset Management Inc. | 1,288 | $210.6K | 0.16% | −504−28.1% | Reduced |
| Willow Creek Wealth Management Inc. | 1,292 | $211.3K | 0.03% | +1,292 | New |
| First International Bank & Trust | 1,293 | $211.5K | 0.08% | −1,084−45.6% | Reduced |
| Dash Acquisitions Inc. | 1,315 | $212.0K | 0.08% | +1,315 | New |
| New Republic Capital, LLC | 1,298 | $212.3K | 0.15% | +1,298 | New |
| Thrive Capital Management, LLC | 1,298 | $212.3K | 0.11% | +1,298 | New |
| Blankinship & Foster, LLC | 1,299 | $212.5K | 0.06% | +1,299 | New |
| Castleview Partners, LLC | 1,302 | $212.9K | 0.15% | +401+44.5% | Added |
| Mairs & Power Inc | 1,302 | $212.9K | 0.00% | +1,302 | New |
| MA Private Wealth | 1,303 | $213.1K | 0.05% | +1,303 | New |
| Mill Creek Capital Advisors, LLC | 1,304 | $213.3K | 0.01% | −220−14.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,307 | $213.8K | 0.09% | +1,307 | New |
| Florida Financial Advisors, LLC | 1,505 | $213.9K | 0.20% | +1,505 | New |
| New World Advisors LLC | 1,310 | $214.3K | 0.07% | +1,310 | New |
| Woodstock Corp | 1,312 | $214.6K | 0.02% | −325−19.9% | Reduced |
| Lincoln Capital LLC | 1,312 | $214.6K | 0.05% | +1,312 | New |
| Chemung Canal Trust Co | 1,314 | $214.9K | 0.04% | +1,314 | New |
| Maia Wealth LLC | 1,314 | $214.9K | 0.09% | +1,314 | New |
| Richardson Financial Services Inc. | 1,315 | $215.1K | 0.19% | +1,315 | New |
| RB Capital Management, LLC | 1,320 | $215.9K | 0.06% | +1,320 | New |
| Cypress Wealth Services, LLC | 1,322 | $216.3K | 0.05% | −144−9.8% | Reduced |
| SJS Investment Consulting Inc. | 1,324 | $216.5K | 0.05% | +1,130+582.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,326 | $216.9K | 0.03% | +1,326 | New |
| Greater Midwest Financial Group, LLC | 1,327 | $217.0K | 0.15% | +1,327 | New |
| Concentric Wealth Management, LLC | 1,328 | $217.1K | 0.06% | +1,328 | New |
| Boyd Wealth Management, LLC | 1,333 | $218.0K | 0.14% | +1,333 | New |
| Spectrum Wealth Counsel, LLC | 1,342 | $219.5K | 0.03% | +1,342 | New |
| Bank Ozk | 1,345 | $220.0K | 0.11% | +1,345 | New |
| United Bank | 1,346 | $220.1K | 0.12% | −529−28.2% | Reduced |