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 |
|---|---|---|---|---|---|
| Rench Wealth Management, Inc. | 2,016 | $329.8K | 0.14% | +20+1.0% | Added |
| BOS Asset Management, LLC | 2,019 | $330.2K | 0.23% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,077 | $330.6K | 0.10% | −98−4.5% | Reduced |
| Shotwell Rutter Baer Inc | 1,997 | $331.0K | 0.32% | +1,997 | New |
| Grandfield & Dodd, LLC | 2,032 | $332.3K | 0.02% | −500−19.7% | Reduced |
| PSI Advisors, LLC | 2,033 | $332.4K | 0.12% | +164+8.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $333.0K | 0.04% | +2,036 | New |
| Resonant Capital Advisors, LLC | 2,037 | $333.2K | 0.03% | +65+3.3% | Added |
| Systematic Alpha Investments, LLC | 2,040 | $333.6K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,041 | $333.8K | 0.31% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,044 | $334.3K | 0.05% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,055 | $336.1K | 0.18% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 2,056 | $336.3K | 0.31% | +2,056 | New |
| Patrick M Sweeney & Associates, Inc | 2,058 | $336.6K | 0.31% | +2,058 | New |
| Teza Capital Management LLC | 2,067 | $338.1K | 0.06% | −31,015−93.8% | Reduced |
| Ambassador Advisors, LLC | 1,849 | $339.2K | 0.08% | −15−0.8% | Reduced |
| Nadler Financial Group, Inc. | 2,074 | $339.2K | 0.05% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 2,076 | $339.5K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 2,087 | $341.3K | 0.09% | −5−0.2% | Reduced |
| First Foundation Advisors | 2,087 | $341.4K | 0.02% | −2,690−56.3% | Reduced |
| RS Crum Inc. | 2,089 | $341.7K | 0.11% | +9+0.4% | Added |
| KPP Advisory Services LLC | 2,091 | $342.0K | 0.30% | −596−22.2% | Reduced |
| Wintrust Investments LLC | 2,093 | $342.0K | 0.03% | +2,093 | New |
| Concord Wealth Partners | 2,092 | $342.1K | 0.07% | −20−0.9% | Reduced |
| Mattern Wealth Management LLC | 2,093 | $342.3K | 0.09% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,131 | $342.6K | 0.17% | +17+0.8% | Added |
| Birchcreek Wealth Management, LLC | 2,097 | $342.9K | 0.21% | +163+8.4% | Added |
| EHP Funds Inc. | 2,100 | $343.5K | 0.17% | −300−12.5% | Reduced |
| AllSquare Wealth Management LLC | 2,109 | $345.0K | 0.21% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 2,112 | $345.4K | 0.05% | −2,108−50.0% | Reduced |
| Rosenberg Matthew Hamilton | 2,115 | $346.0K | 0.11% | −27−1.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,117 | $346.2K | 0.01% | +2,117 | New |
| Pinnacle Bancorp, Inc. | 2,119 | $346.6K | 0.11% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,123 | $347.2K | 0.12% | +350+19.7% | Added |
| Tealwood Asset Management Inc | 2,125 | $348.0K | 0.17% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,134 | $349.0K | 0.01% | +511+31.5% | Added |
| Insight 2811, Inc. | 2,135 | $349.2K | 0.19% | 00.0% | Unchanged |
| Knott David M Jr | 2,142 | $350.0K | 0.13% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,147 | $351.2K | 0.03% | −95−4.2% | Reduced |
| Jump Financial, LLC | 2,149 | $351.5K | 0.01% | −1,218−36.2% | Reduced |
| Progressive Investment Management Corp | 2,149 | $351.5K | 0.10% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 2,150 | $351.6K | 0.12% | −159−6.9% | Reduced |
| MSH Capital Advisors LLC | 2,152 | $352.0K | 0.13% | −436−16.8% | Reduced |
| Baker Boyer National Bank | 2,153 | $352.1K | 0.13% | −1,722−44.4% | Reduced |
| Inspire Advisors, LLC | 2,159 | $353.1K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 2,159 | $353.1K | 0.07% | +10+0.5% | Added |
| Catalyst Capital Advisors LLC | 2,161 | $353.4K | 0.01% | 00.0% | Unchanged |
| Broderick Brian C | 2,162 | $353.6K | 0.09% | 00.0% | Unchanged |
| FIL Ltd | 2,163 | $353.8K | 0.00% | −43,730−95.3% | Reduced |
| Guardian Wealth Advisors, LLC | 2,163 | $353.8K | 0.25% | −19−0.9% | Reduced |
| Alpha Family Trust | 2,165 | $354.1K | 0.24% | +2,165 | New |
| Northern Oak Wealth Management Inc | 2,166 | $354.3K | 0.04% | −575−21.0% | Reduced |
| Stonebrook Private Inc. | 2,167 | $354.4K | 0.12% | +2,167 | New |
| Cohen & Steers, Inc. | 2,169 | $355.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 2,169 | $355.0K | 0.02% | +493+29.4% | Added |
| Peak Asset Management, LLC | 2,171 | $355.1K | 0.08% | −88−3.9% | Reduced |
| Schmidt P J Investment Management Inc | 1,895 | $355.2K | 0.07% | −2,560−57.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,172 | $355.2K | 0.03% | +956+78.6% | Added |
| Optas, LLC | 2,177 | $356.1K | 0.11% | +165+8.2% | Added |
| Southland Equity Partners LLC | 2,181 | $356.7K | 0.11% | +46+2.2% | Added |
| Pasadena Private Wealth, LLC | 2,182 | $356.9K | 0.09% | +2,182 | New |
| Childress Capital Advisors, LLC | 2,186 | $357.6K | 0.11% | +20+0.9% | Added |
| Carolinas Wealth Consulting LLC | 9,422 | $358.9K | 0.08% | +50+0.5% | Added |
| AlTi Global, Inc. | 2,195 | $359.0K | 0.01% | +2,195 | New |
| Buffington Mohr McNeal | 2,200 | $359.8K | 0.07% | −75−3.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,204 | $360.4K | 0.18% | −16−0.7% | Reduced |
| Lokken Investment Group LLC | 2,218 | $362.8K | 0.21% | +10.0% | Added |
| Ethos Financial Group, LLC | 2,219 | $363.0K | 0.08% | −9−0.4% | Reduced |
| Red Door Wealth Management, LLC | 2,223 | $363.6K | 0.08% | +172+8.4% | Added |
| Tiemann Investment Advisors, LLC | 2,240 | $366.4K | 0.18% | +265+13.4% | Added |
| LaSalle St. Investment Advisors, LLC | 2,243 | $366.9K | 0.25% | −809−26.5% | Reduced |
| Fidelis Capital Partners, LLC | 2,245 | $367.1K | 0.08% | +539+31.6% | Added |
| Affinity Capital Advisors, LLC | 2,245 | $367.2K | 0.09% | +7+0.3% | Added |
| Paulson Wealth Management Inc. | 2,247 | $367.5K | 0.12% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 2,247 | $367.5K | 0.17% | −88−3.8% | Reduced |
| Voya Financial Advisors, Inc. | 2,249 | $368.3K | 0.04% | −24−1.1% | Reduced |
| L.M. Kohn & Company | 2,255 | $368.8K | 0.12% | +52+2.4% | Added |
| First Heartland Consultants, Inc. | 2,254 | $369.0K | 0.04% | −47−2.0% | Reduced |
| Northwest Financial Advisors | 2,259 | $369.4K | 0.31% | +2,259 | New |
| Rakuten Investment Management, Inc. | 2,256 | $369.4K | 0.00% | +2,256 | New |
| Michael B. Yongue | 2,264 | $370.3K | 0.33% | +600+36.1% | Added |
| Atticus Wealth Management, LLC | 2,280 | $372.8K | 0.13% | +29+1.3% | Added |
| Southeast Asset Advisors Inc. | 2,283 | $373.4K | 0.05% | 00.0% | Unchanged |
| Summitry LLC | 2,298 | $375.8K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 2,308 | $377.5K | 0.38% | +800+53.1% | Added |
| Court Place Advisors, LLC | 2,309 | $377.6K | 0.12% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,321 | $379.6K | 0.08% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,321 | $379.6K | 0.06% | −125−5.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,321 | $379.7K | 0.09% | +89+4.0% | Added |
| Koss-Olinger Consulting, LLC | 2,321 | $380.0K | 0.04% | −108−4.4% | Reduced |
| NBW Capital LLC | 2,342 | $383.0K | 0.08% | −486−17.2% | Reduced |
| Rowland & Co Investment Counsel | 2,345 | $383.5K | 0.09% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,346 | $383.7K | 0.15% | +61+2.7% | Added |
| Independent Investors Inc | 2,350 | $384.3K | 0.09% | −700−23.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,351 | $384.5K | 0.10% | +43+1.9% | Added |
| Retirement Income Solutions, Inc | 2,351 | $384.5K | 0.10% | +150+6.8% | Added |
| Novare Capital Management LLC | 2,351 | $384.5K | 0.04% | +14+0.6% | Added |
| Quadrant Private Wealth Management, LLC | 2,352 | $384.7K | 0.11% | −300−11.3% | Reduced |
| Sterling Financial Planning, Inc. | 2,353 | $384.9K | 0.17% | +230+10.8% | Added |
| Ballast Advisors LLC | 2,354 | $385.0K | 0.14% | −684−22.5% | Reduced |