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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 1,346 | $220.1K | 0.02% | +1,346 | New |
| Sollinda Capital Management LLC | 1,346 | $220.1K | 0.06% | +1,346 | New |
| Schiavi & Co LLC | 1,351 | $221.0K | 0.09% | +1,351 | New |
| Kathmere Capital Management, LLC | 1,355 | $221.6K | 0.03% | −824−37.8% | Reduced |
| Skyline Advisors, Inc. | 1,355 | $221.7K | 0.11% | +1,355 | New |
| Asset Management Group, Inc. | 1,357 | $221.9K | 0.04% | +1,357 | New |
| Quantum Financial Advisors, LLC | 1,358 | $222.2K | 0.05% | −408−23.1% | Reduced |
| Lincoln Capital Corp | 1,365 | $223.2K | 0.11% | +1,365 | New |
| Beck Capital Management, LLC | 1,366 | $223.4K | 0.08% | +1,366 | New |
| Blue Barn Wealth, LLC | 1,367 | $223.6K | 0.13% | −583−29.9% | Reduced |
| Benedict Financial Advisors Inc | 1,369 | $223.9K | 0.06% | +1,369 | New |
| Frisch Financial Group, Inc. | 1,369 | $224.0K | 0.08% | −188−12.1% | Reduced |
| Loomis Sayles & Co L P | 1,367 | $224.0K | 0.00% | −92−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,370 | $224.1K | 0.02% | +23+1.7% | Added |
| Cim, LLC | 1,217 | $224.3K | 0.03% | +1,217 | New |
| Kooman & Associates | 1,372 | $224.4K | 0.10% | +1,372 | New |
| ABLE Financial Group, LLC | 1,374 | $224.7K | 0.10% | −2,972−68.4% | Reduced |
| Dechtman Wealth Management, LLC | 1,376 | $225.0K | 0.06% | +1,376 | New |
| Planning Capital Management Corp | 1,376 | $225.1K | 0.18% | +1,376 | New |
| Sterling Manor Financial, LLC | 1,381 | $225.9K | 0.19% | +1,381 | New |
| Phillips Wealth Planners LLC | 1,354 | $225.9K | 0.27% | +1,354 | New |
| S&T Bank | 1,382 | $226.0K | 0.04% | +1,382 | New |
| Coppell Advisory Solutions LLC | 1,384 | $226.4K | 0.05% | +689+99.1% | Added |
| TNF LLC | 1,211 | $226.6K | 0.09% | +1,211 | New |
| Liberty Capital Management, Inc. | 1,387 | $226.8K | 0.06% | +1,387 | New |
| Trueblood Wealth Management, LLC | 1,390 | $227.3K | 0.14% | +1,390 | New |
| Vantage Financial Partners, LLC | 1,392 | $227.7K | 0.07% | +1,392 | New |
| Rockbridge Investment Management, LCC | 1,393 | $227.8K | 0.03% | +1,393 | New |
| Foundation Resource Management Inc | 1,399 | $228.8K | 0.04% | −50−3.5% | Reduced |
| Channel Wealth LLC | 1,399 | $228.8K | 0.11% | +1,399 | New |
| Colton Groome Financial Advisors, LLC | 1,400 | $229.0K | 0.10% | +1,400 | New |
| First PREMIER Bank | 1,397 | $229.0K | 0.06% | −10−0.7% | Reduced |
| International Private Wealth Advisors LLC | 1,402 | $229.3K | 0.23% | +1,402 | New |
| GoalFusion Wealth Management, LLC | 1,403 | $229.5K | 0.16% | +1,403 | New |
| Alliance Wealth Management Group | 1,405 | $229.8K | 0.07% | +1,405 | New |
| Sivia Capital Partners, LLC | 1,409 | $230.5K | 0.18% | +1,409 | New |
| AlphaCore Capital LLC | 1,413 | $231.1K | 0.03% | −49−3.4% | Reduced |
| Consolidated Planning Corp | 1,417 | $231.8K | 0.04% | +1,417 | New |
| IMS Capital Management | 1,418 | $231.9K | 0.11% | −60−4.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,420 | $232.3K | 0.07% | −90−6.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,437 | $235.0K | 0.16% | +1,437 | New |
| Ellevest, Inc. | 1,441 | $235.7K | 0.02% | +1,441 | New |
| Stephenson National Bank & Trust | 1,443 | $236.0K | 0.12% | 00.0% | Unchanged |
| Stevard, LLC | 1,443 | $236.0K | 0.23% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,447 | $236.7K | 0.09% | −21−1.4% | Reduced |
| Legacy Bridge, LLC | 1,448 | $236.8K | 0.15% | −447−23.6% | Reduced |
| Diamant Asset Management, Inc. | 1,450 | $237.1K | 0.18% | −300−17.1% | Reduced |
| Strategic Advocates LLC | 1,450 | $237.2K | 0.10% | −171−10.5% | Reduced |
| Kapitalo Investimentos Ltda | 1,452 | $237.5K | 0.05% | +1,097+309.0% | Added |
| Rice Partnership, LLC | 1,453 | $237.6K | 0.06% | −395−21.4% | Reduced |
| Intrepid Capital Management Inc | 1,453 | $237.6K | 0.16% | +79+5.7% | Added |
| Vista Investment Partners LLC | 1,453 | $237.6K | 0.09% | +1,453 | New |
| Matrix Asset Advisors Inc | 1,455 | $238.0K | 0.03% | +1,455 | New |
| Well Done, LLC | 1,456 | $238.1K | 0.05% | +19+1.3% | Added |
| M. Kulyk & Associates, LLC | 1,460 | $238.8K | 0.06% | +1,460 | New |
| Beacon Capital Management, LLC | 1,703 | $238.9K | 0.07% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,462 | $239.2K | 0.02% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,464 | $239.5K | 0.07% | +37+2.6% | Added |
| Destination Wealth Management | 1,465 | $239.6K | 0.01% | −1,959−57.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,468 | $240.0K | 0.12% | +14+1.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,469 | $240.3K | 0.16% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,470 | $240.4K | 0.12% | +1,470 | New |
| Primoris Wealth Advisors, LLC | 1,472 | $240.7K | 0.23% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,474 | $241.1K | 0.05% | +14+1.0% | Added |
| Campion Asset Management LLC | 1,475 | $241.2K | 0.20% | +1,475 | New |
| Horan Securities, Inc. | 1,477 | $241.6K | 0.12% | +3+0.2% | Added |
| Seed Wealth Management, Inc. | 1,504 | $242.9K | 0.25% | 00.0% | Unchanged |
| Trademark Financial Management, LLC | 1,487 | $243.2K | 0.18% | +1,487 | New |
| Townsend Asset Management Corp | 1,487 | $243.3K | 0.11% | −41−2.7% | Reduced |
| Guerra Pan Advisors, LLC | 1,488 | $243.4K | 0.23% | −25−1.7% | Reduced |
| Advisory Resource Group | 1,488 | $243.4K | 0.06% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,490 | $243.7K | 0.04% | +1,490 | New |
| Vestor Capital, LLC | 1,490 | $244.0K | 0.02% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 1,492 | $244.0K | 0.01% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,496 | $244.7K | 0.14% | +1,496 | New |
| Landaas & Co | 1,497 | $245.0K | 0.09% | −22−1.4% | Reduced |
| Westshore Wealth, LLC | 1,500 | $245.3K | 0.11% | −200−11.8% | Reduced |
| New South Capital Management Inc | 1,500 | $245.3K | 0.01% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 1,500 | $245.3K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,500 | $245.3K | 0.13% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,500 | $245.3K | 0.13% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,500 | $245.3K | 0.24% | +1,500 | New |
| Foster Group, Inc. | 1,751 | $245.7K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,504 | $246.0K | 0.01% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 1,505 | $246.1K | 0.41% | −758−33.5% | Reduced |
| Pineridge Advisors LLC | 1,508 | $246.6K | 0.08% | +1,508 | New |
| Versor Investments LP | 1,511 | $247.1K | 0.05% | +1,511 | New |
| PFS Partners, LLC | 1,513 | $247.4K | 0.17% | −21−1.4% | Reduced |
| Fort Pitt Capital Group, LLC | 1,514 | $247.5K | 0.01% | −260−14.7% | Reduced |
| Gray Wealth Management Inc. | 1,517 | $248.0K | 0.12% | −51−3.3% | Reduced |
| Abbot Financial Management, Inc. | 1,520 | $248.6K | 0.15% | −125−7.6% | Reduced |
| Secure Asset Management, LLC | 1,523 | $249.0K | 0.07% | −5−0.3% | Reduced |
| Twin Lakes Capital Management, LLC | 1,531 | $250.4K | 0.17% | +5+0.3% | Added |
| VeraBank, N.A. | 1,533 | $250.7K | 0.08% | +1,533 | New |
| Wescott Financial Advisory Group, LLC | 1,535 | $251.1K | 0.04% | +3+0.2% | Added |
| Abacus Wealth Partners, LLC | 1,540 | $251.9K | 0.04% | +17+1.1% | Added |
| Pacific Sage Partners, LLC | 1,541 | $252.0K | 0.07% | +41+2.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,546 | $252.8K | 0.07% | +1,546 | New |
| Guardian Wealth Advisors, LLC | 1,550 | $253.5K | 0.04% | −215−12.2% | Reduced |
| Lanham O'Dell & Company, Inc. | 1,552 | $253.8K | 0.18% | +126+8.8% | Added |