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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 1,557 | $254.6K | 0.18% | +101+6.9% | Added |
| Cambridge Advisors Inc. | 1,560 | $255.1K | 0.06% | +41+2.7% | Added |
| Avalon Trust Co | 1,561 | $255.3K | 0.02% | +357+29.7% | Added |
| Embree Financial Group | 1,567 | $256.3K | 0.05% | +1,567 | New |
| Vertex Planning Partners, LLC | 1,570 | $256.8K | 0.08% | +1,570 | New |
| Aurora Private Wealth, Inc. | 1,571 | $257.0K | 0.24% | +1,571 | New |
| Glen Eagle Advisors, LLC | 1,575 | $257.5K | 0.05% | +108+7.4% | Added |
| Ashford Capital Management Inc | 1,576 | $257.8K | 0.03% | 00.0% | Unchanged |
| Rebalance, LLC | 1,579 | $258.2K | 0.02% | +1,579 | New |
| American Institute for Advanced Investment Management, LLP | 1,579 | $258.2K | 0.23% | −100−6.0% | Reduced |
| Spartan Planning & Wealth Management | 1,580 | $258.4K | 0.28% | −362−18.6% | Reduced |
| Annex Advisory Services, LLC | 1,592 | $260.4K | 0.01% | −2,731−63.2% | Reduced |
| Latitude Advisors, LLC | 1,598 | $261.3K | 0.18% | −174−9.8% | Reduced |
| Sittner & Nelson, LLC | 1,598 | $261.4K | 0.14% | −40−2.4% | Reduced |
| Oxford Financial Group Ltd | 1,605 | $262.5K | 0.02% | +100+6.6% | Added |
| ERn Financial, LLC | 1,578 | $263.3K | 0.05% | −246−13.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,611 | $263.4K | 0.05% | −134−7.7% | Reduced |
| Yeomans Consulting Group, Inc. | 1,613 | $263.8K | 0.13% | +1,613 | New |
| FSB Premier Wealth Management, Inc. | 1,613 | $263.8K | 0.13% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,614 | $264.0K | 0.18% | +1,614 | New |
| Willis Investment Counsel | 1,617 | $264.5K | 0.02% | +4+0.2% | Added |
| Blodgett Wealth Advisors, LLC | 1,618 | $264.6K | 0.27% | −150−8.5% | Reduced |
| Tower Wealth Partners, Inc. | 1,620 | $265.0K | 0.19% | +1,620 | New |
| WR Wealth Planners, LLC | 1,621 | $265.1K | 0.10% | −19−1.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,622 | $265.3K | 0.02% | +470+40.8% | Added |
| Resolute Wealth Strategies, LLC | 1,623 | $265.4K | 0.18% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,625 | $265.8K | 0.28% | +1,625 | New |
| Prosperity Wealth Management, Inc. | 1,628 | $266.3K | 0.17% | +100+6.5% | Added |
| Leisure Capital Management | 1,629 | $266.4K | 0.14% | −451−21.7% | Reduced |
| Integrity Financial Corp | 1,631 | $266.8K | 0.19% | −20−1.2% | Reduced |
| Silver Coast Investments LLC | 1,632 | $266.9K | 0.12% | +1,632 | New |
| NWF Advisory Services Inc. | 1,633 | $267.2K | 0.05% | +75+4.8% | Added |
| LWM Advisory Services, LLC | 1,635 | $267.4K | 0.24% | 00.0% | Unchanged |
| Norway Savings Bank | 1,635 | $267.4K | 0.12% | +5+0.3% | Added |
| AJ Advisors, LLC | 1,635 | $267.4K | 0.16% | +15+0.9% | Added |
| KRS Capital Management, LLC | 1,635 | $267.4K | 0.25% | −26−1.6% | Reduced |
| Ascent Wealth Partners, LLC | 1,638 | $267.9K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 1,642 | $268.6K | 0.05% | +32+2.0% | Added |
| Trinity Wealth Management, LLC | 1,644 | $268.8K | 0.16% | 00.0% | Unchanged |
| Main Street Research LLC | 1,644 | $268.9K | 0.02% | +1,644 | New |
| Paragon Financial Partners, Inc. | 1,645 | $269.0K | 0.26% | −67−3.9% | Reduced |
| Lloyd Advisory Services, LLC. | 1,648 | $269.5K | 0.13% | −4,385−72.7% | Reduced |
| Carr Financial Group Corp | 1,648 | $269.5K | 0.10% | −130−7.3% | Reduced |
| Atlas Private Wealth Advisors | 1,652 | $270.3K | 0.05% | −1,271−43.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,658 | $271.2K | 0.05% | +23+1.4% | Added |
| Rock Point Advisors, LLC | 1,659 | $271.3K | 0.08% | −116−6.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,667 | $272.6K | 0.22% | −341−17.0% | Reduced |
| KC Investment Advisors, LLC | 1,667 | $272.6K | 0.16% | −260−13.5% | Reduced |
| Integris Wealth Management, LLC | 1,667 | $272.6K | 0.08% | +1,667 | New |
| Liontrust Investment Partners LLP | 1,670 | $273.1K | 0.00% | −1,139−40.5% | Reduced |
| TAP Consulting, LLC | 1,675 | $273.9K | 0.07% | −80−4.6% | Reduced |
| Motco | 1,675 | $273.9K | 0.02% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,674 | $274.0K | 0.07% | −758−31.2% | Reduced |
| Stableford Capital II LLC | 1,690 | $274.1K | 0.12% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,677 | $274.3K | 0.07% | +24+1.5% | Added |
| High Falls Advisors, Inc | 1,680 | $274.7K | 0.07% | +6+0.4% | Added |
| First Interstate Bank | 1,680 | $274.8K | 0.02% | −120−6.7% | Reduced |
| Fortress Wealth Group, LLC | 1,707 | $275.1K | 0.16% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1,683 | $275.3K | 0.12% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,683 | $275.3K | 0.04% | +1,683 | New |
| Worth Asset Management, LLC | 1,683 | $275.3K | 0.20% | +1,683 | New |
| Union Savings Bank | 1,688 | $276.1K | 0.16% | +183+12.2% | Added |
| Robinson Smith Wealth Advisors LLC | 1,688 | $276.1K | 0.27% | +1,688 | New |
| Total Clarity Wealth Management, Inc. | 1,689 | $276.2K | 0.11% | −1,558−48.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,689 | $276.2K | 0.07% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,690 | $276.4K | 0.18% | −2,359−58.3% | Reduced |
| Tempus Wealth Planning, LLC | 1,694 | $277.1K | 0.12% | −78−4.4% | Reduced |
| Wulff, Hansen & Co. | 1,694 | $277.1K | 0.31% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,694 | $277.1K | 0.07% | +1,300+329.9% | Added |
| Hoey Investments, Inc | 1,695 | $277.2K | 0.08% | −400−19.1% | Reduced |
| Merriman Wealth Management, LLC | 1,695 | $277.3K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,696 | $277.4K | 0.01% | +1+0.1% | Added |
| Campbell Wealth Management | 1,698 | $278.0K | 0.03% | −3,285−65.9% | Reduced |
| Nottingham Advisors, Inc. | 1,702 | $278.4K | 0.04% | −876−34.0% | Reduced |
| Greatmark Investment Partners, Inc. | 1,709 | $279.5K | 0.04% | +50+3.0% | Added |
| Morton Capital Management LLC | 1,710 | $279.7K | 0.08% | +54+3.3% | Added |
| Eagle Wealth Strategies LLC | 1,713 | $280.2K | 0.17% | +1,713 | New |
| Fortune Financial Advisors, LLC | 1,716 | $280.7K | 0.20% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,618 | $281.3K | 0.18% | +3+0.2% | Added |
| Charter Oak Capital Management, LLC | 1,721 | $281.5K | 0.03% | +100+6.2% | Added |
| Triune Financial Partners, LLC | 1,724 | $282.0K | 0.10% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,731 | $283.1K | 0.03% | +1,731 | New |
| Cornerstone Wealth Group, LLC | 1,734 | $283.6K | 0.04% | +61+3.6% | Added |
| CVA Family Office, LLC | 1,735 | $283.8K | 0.06% | +170+10.9% | Added |
| Macroview Investment Management LLC | 1,737 | $284.1K | 0.34% | +2+0.1% | Added |
| Continuum Wealth Advisors, LLC | 1,737 | $284.2K | 0.18% | −30−1.7% | Reduced |
| KFA Private Wealth Group, LLC | 1,741 | $284.8K | 0.10% | +1,741 | New |
| Carolina Wealth Advisors, LLC | 1,742 | $284.9K | 0.15% | +82+4.9% | Added |
| Horizon Wealth Management, LLC | 1,743 | $285.0K | 0.08% | −222−11.3% | Reduced |
| Watershed Asset Management, L.L.C. | 1,746 | $285.6K | 0.33% | +1,746 | New |
| Pioneer Trust Bank N A | 1,748 | $285.9K | 0.09% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,751 | $286.0K | 0.07% | +10+0.6% | Added |
| Tranquility Partners, LLC | 1,749 | $286.0K | 0.12% | −53−2.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,750 | $286.2K | 0.24% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,750 | $286.2K | 0.07% | −82−4.5% | Reduced |
| Oakworth Capital, Inc. | 1,753 | $286.7K | 0.02% | −625−26.3% | Reduced |
| HCR Wealth Advisors | 1,754 | $286.9K | 0.05% | +216+14.0% | Added |
| Authentikos Wealth Advisory, LLC | 1,757 | $287.4K | 0.30% | −19−1.1% | Reduced |
| Clear Harbor Asset Management, LLC | 1,768 | $289.2K | 0.03% | +101+6.1% | Added |
| East Coast Asset Management, LLC. | 1,769 | $289.3K | 0.12% | +4+0.2% | Added |