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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 1,772 | $289.8K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,773 | $290.0K | 0.07% | +128+7.8% | Added |
| Mascoma Wealth Management LLC | 1,773 | $290.0K | 0.09% | +1+0.1% | Added |
| Security Financial Services, INC. | 1,774 | $290.1K | 0.07% | −125−6.6% | Reduced |
| Beacon Financial Strategies CORP | 1,778 | $290.8K | 0.23% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 1,779 | $291.0K | 0.09% | +300+20.3% | Added |
| Flynn Zito Capital Management, LLC | 1,780 | $291.1K | 0.20% | +10+0.6% | Added |
| Pacifica Partners Inc. | 1,810 | $292.1K | 0.14% | +195+12.1% | Added |
| Wedge Capital Management L L P | 1,787 | $292.3K | 0.01% | +26+1.5% | Added |
| Sabal Trust CO | 1,788 | $292.4K | 0.02% | −1,117−38.5% | Reduced |
| Central Bank & Trust Co | 1,794 | $293.4K | 0.05% | −17−0.9% | Reduced |
| Triangle Securities Wealth Management | 1,797 | $293.9K | 0.09% | +1+0.1% | Added |
| Commonwealth Financial Services, LLC | 1,799 | $294.2K | 0.07% | −44−2.4% | Reduced |
| Beacon Financial Group | 1,802 | $294.8K | 0.04% | +120+7.1% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,804 | $295.1K | 0.16% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,809 | $295.9K | 0.07% | +11+0.6% | Added |
| Bridgeworth, LLC | 1,818 | $297.3K | 0.03% | +246+15.6% | Added |
| HTG Investment Advisors, Inc. | 1,820 | $297.7K | 0.19% | −780−30.0% | Reduced |
| Miller Investment Management, LP | 1,822 | $298.0K | 0.04% | 00.0% | Unchanged |
| Financial Symmetry Inc | 1,822 | $298.0K | 0.29% | +1,822 | New |
| Gradient Capital Advisors, LLC | 1,824 | $298.3K | 0.11% | +41+2.3% | Added |
| Meridian Financial, LLC | 1,824 | $298.3K | 0.23% | −50−2.7% | Reduced |
| Narus Financial Partners, LLC | 1,826 | $298.7K | 0.14% | +242+15.3% | Added |
| Summit Wealth Partners, LLC | 1,830 | $299.3K | 0.07% | −1,753−48.9% | Reduced |
| Evanson Asset Management, LLC | 1,832 | $299.6K | 0.03% | −157−7.9% | Reduced |
| Clarity Wealth Advisors, LLC | 1,832 | $299.6K | 0.11% | +1,832 | New |
| Keebeck Alpha, LP | 1,833 | $299.8K | 0.24% | +1,833 | New |
| MCF Advisors LLC | 1,836 | $300.3K | 0.02% | +153+9.1% | Added |
| Palisade Capital Management LLC | 1,838 | $300.6K | 0.01% | +100+5.8% | Added |
| Keb Asset Management, LLC | 1,843 | $301.4K | 0.11% | +314+20.5% | Added |
| First Business Financial Services, Inc. | 1,843 | $301.4K | 0.04% | −127−6.4% | Reduced |
| Wealthquest Corp | 1,847 | $302.1K | 0.03% | −1,641−47.0% | Reduced |
| Etfidea, LLC | 1,850 | $302.6K | 0.11% | +55+3.1% | Added |
| First Dallas Securities Inc. | 1,850 | $303.0K | 0.16% | +1,850 | New |
| Community Bank of Raymore | 1,860 | $304.2K | 0.13% | −100−5.1% | Reduced |
| Highland Capital Management, LLC | 1,861 | $304.4K | 0.02% | −2,200−54.2% | Reduced |
| Capital Markets Trading UK LLP | 1,864 | $305.0K | 0.23% | −7,325−79.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,861 | $305.0K | 0.04% | −330−15.1% | Reduced |
| Apriem Advisors | 1,869 | $305.7K | 0.04% | +157+9.2% | Added |
| Vanguard Capital Wealth Advisors | 1,870 | $305.9K | 0.25% | −91−4.6% | Reduced |
| Camden National Bank | 1,874 | $306.5K | 0.06% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,875 | $306.7K | 0.14% | +69+3.8% | Added |
| Citizens Business Bank | 1,876 | $306.8K | 0.07% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,190 | $307.3K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,883 | $308.0K | 0.03% | +126+7.2% | Added |
| Resource Consulting Group Inc | 1,884 | $308.1K | 0.05% | +1,884 | New |
| Silvia McColl Wealth Management, LLC | 1,885 | $308.3K | 0.28% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,889 | $308.9K | 0.01% | +18+1.0% | Added |
| Van Cleef Asset Management,Inc | 1,892 | $309.4K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,895 | $309.9K | 0.04% | +1,895 | New |
| Garden State Investment Advisory Services LLC | 1,898 | $310.5K | 0.13% | −138−6.8% | Reduced |
| Capital Counsel LLC | 1,900 | $310.7K | 0.02% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,905 | $311.6K | 0.31% | +1,905 | New |
| Lyell Wealth Management, LP | 1,906 | $311.7K | 0.04% | +1,906 | New |
| Enterprise Bank & Trust Co | 1,907 | $311.9K | 0.11% | +1,907 | New |
| Syverson Strege & Co | 1,909 | $312.3K | 0.12% | −25−1.3% | Reduced |
| Towercrest Capital Management | 1,914 | $313.0K | 0.06% | +9+0.5% | Added |
| Cambridge Financial Group, LLC | 1,916 | $313.4K | 0.16% | +1,916 | New |
| Arden Trust Co | 1,919 | $313.9K | 0.05% | +250+15.0% | Added |
| Values Added Financial LLC | 1,919 | $313.9K | 0.26% | +27+1.4% | Added |
| Brand Asset Management Group, Inc. | 1,919 | $313.9K | 0.14% | +8+0.4% | Added |
| Seven Mile Advisory | 1,920 | $314.1K | 0.27% | +92+5.0% | Added |
| GW Henssler & Associates Ltd | 1,922 | $314.3K | 0.02% | −335−14.8% | Reduced |
| W Advisors, LLC | 1,923 | $314.5K | 0.23% | +234+13.9% | Added |
| Fagan Associates, Inc. | 1,925 | $314.8K | 0.07% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,926 | $315.0K | 0.10% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,929 | $315.5K | 0.21% | −292−13.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,934 | $316.3K | 0.08% | +6+0.3% | Added |
| Phoenix Wealth Advisors | 1,965 | $317.3K | 0.22% | −75−3.7% | Reduced |
| Hamilton Capital, LLC | 1,944 | $317.9K | 0.03% | −210−9.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,946 | $318.3K | 0.06% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,950 | $318.9K | 0.05% | −1,001−33.9% | Reduced |
| McIlrath & Eck, LLC | 1,953 | $319.4K | 0.06% | −164−7.7% | Reduced |
| Prentiss Smith & Co Inc | 1,960 | $320.6K | 0.24% | +232+13.4% | Added |
| Smith Chas P & Associates Pa Cpas | 1,965 | $321.0K | 0.02% | +53+2.8% | Added |
| Gunn & Co Investment Management, Inc. | 1,965 | $321.0K | 0.02% | +1,965 | New |
| Advus Financial Partners, LLC | 1,966 | $321.5K | 0.11% | +119+6.4% | Added |
| Ellis Investment Partners, LLC | 1,966 | $321.5K | 0.07% | −80−3.9% | Reduced |
| Fort, L.P. | 1,967 | $321.7K | 0.80% | −116−5.6% | Reduced |
| Sequent Asset Management, LLC | 1,968 | $321.9K | 0.19% | +1,968 | New |
| Eldridge Investment Advisors, Inc. | 1,974 | $323.0K | 0.08% | 00.0% | Unchanged |
| Centric Wealth Management | 1,763 | $323.4K | 0.11% | +20+1.1% | Added |
| Proficio Capital Partners LLC | 1,978 | $323.4K | 0.04% | +315+18.9% | Added |
| Private Wealth Strategies, L.L.C. | 1,979 | $323.7K | 0.07% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,010 | $323.9K | 0.03% | +5+0.2% | Added |
| Clarus Group, Inc. | 1,983 | $324.3K | 0.25% | +1,983 | New |
| Wrapmanager Inc | 1,985 | $324.6K | 0.10% | −65−3.2% | Reduced |
| Financial Advisors, LLC | 1,986 | $324.8K | 0.07% | −2,948−59.7% | Reduced |
| One Capital Management, LLC | 1,988 | $325.1K | 0.01% | −80−3.9% | Reduced |
| NFP Retirement, Inc. | 1,988 | $325.2K | 0.06% | +2+0.1% | Added |
| Great Diamond Partners, LLC | 1,991 | $325.6K | 0.08% | +98+5.2% | Added |
| Sterling Investment Counsel, LLC | 1,997 | $326.6K | 0.17% | +225+12.7% | Added |
| Ergawealth Advisors, Inc. | 2,000 | $327.1K | 0.20% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,000 | $327.1K | 0.25% | +2,000 | New |
| Hyperion Partners, LLC | 2,002 | $327.5K | 0.26% | +3+0.2% | Added |
| Kowal Investment Group, LLC | 2,004 | $327.7K | 0.08% | +64+3.3% | Added |
| Lazari Capital Management, Inc. | 2,005 | $327.9K | 0.19% | −114−5.4% | Reduced |
| Calamos Wealth Management LLC | 2,007 | $328.2K | 0.02% | +55+2.8% | Added |
| CAP Partners, LLC | 2,015 | $329.5K | 0.33% | +2,015 | New |
| Truepoint, Inc. | 2,016 | $329.7K | 0.01% | +213+11.8% | Added |