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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 2,354 | $385.0K | 0.22% | +44+1.9% | Added |
| Gryphon Financial Partners LLC | 2,394 | $385.7K | 0.07% | +147+6.5% | Added |
| Am Investment Strategies LLC | 2,358 | $386.0K | 0.11% | +3+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,366 | $387.0K | 0.08% | −111−4.5% | Reduced |
| Journey Strategic Wealth LLC | 2,369 | $387.5K | 0.02% | −90−3.7% | Reduced |
| WealthShield Partners, LLC | 2,384 | $390.0K | 0.06% | −132−5.2% | Reduced |
| Future Financial Wealth Managment LLC | 2,385 | $390.0K | 0.39% | +4+0.2% | Added |
| CNB Bank | 2,392 | $391.2K | 0.21% | +127+5.6% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $392.5K | 0.03% | −12−0.5% | Reduced |
| Alta Advisers Ltd | 2,400 | $392.5K | 0.21% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $392.5K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,401 | $392.8K | 0.17% | +29+1.2% | Added |
| McGuire Investment Group, LLC | 2,403 | $393.0K | 0.07% | −946−28.2% | Reduced |
| Larson Financial Group LLC | 2,404 | $393.1K | 0.03% | −339−12.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,407 | $393.7K | 0.05% | +5+0.2% | Added |
| Holistic Financial Partners | 2,410 | $394.2K | 0.24% | +285+13.4% | Added |
| MeadowBrook Investment Advisors LLC | 2,410 | $394.2K | 0.38% | +2,410 | New |
| West Bancorporation Inc | 2,415 | $395.0K | 0.25% | −36−1.5% | Reduced |
| Brendel Financial Advisors LLC | 2,417 | $395.0K | 0.26% | +2,417 | New |
| Facet Wealth, Inc. | 2,154 | $395.1K | 0.02% | −24−1.1% | Reduced |
| Humankind Investments LLC | 2,416 | $395.1K | 0.12% | −225−8.5% | Reduced |
| Onefund, LLC | 2,416 | $395.1K | 0.51% | +2,416 | New |
| United Asset Strategies, Inc. | 2,416 | $395.2K | 0.04% | +2,416 | New |
| Woodmont Investment Counsel LLC | 2,422 | $396.1K | 0.04% | +630+35.2% | Added |
| Walkner Condon Financial Advisors LLC | 2,428 | $397.1K | 0.09% | +276+12.8% | Added |
| Advance Capital Management, Inc. | 2,431 | $397.5K | 0.03% | +7+0.3% | Added |
| Global X Japan Co., Ltd. | 2,434 | $398.1K | 0.23% | +2,434 | New |
| Keystone Financial Group | 2,434 | $398.1K | 0.07% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 2,441 | $399.2K | 0.47% | +31+1.3% | Added |
| Armbruster Capital Management, Inc. | 2,444 | $399.7K | 0.09% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,446 | $400.1K | 0.14% | +41+1.7% | Added |
| Southern Capital Advisors, LLC | 2,450 | $400.7K | 0.28% | +2+0.1% | Added |
| Benedetti & Gucer, Inc. | 2,451 | $400.9K | 0.21% | +327+15.4% | Added |
| Park Edge Advisors, LLC | 2,454 | $401.4K | 0.14% | −3,418−58.2% | Reduced |
| Arnhold LLC | 2,456 | $401.7K | 0.04% | −105−4.1% | Reduced |
| Signal Advisors Wealth, LLC | 2,458 | $402.0K | 0.14% | +2,458 | New |
| Chesapeake Wealth Management | 2,459 | $402.2K | 0.16% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,460 | $402.3K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,467 | $402.6K | 0.17% | −108−4.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,462 | $402.7K | 0.26% | −148−5.7% | Reduced |
| Austin Private Wealth, LLC | 2,463 | $402.8K | 0.05% | −47−1.9% | Reduced |
| Coastline Trust Co | 2,465 | $403.2K | 0.05% | −98−3.8% | Reduced |
| Kesler, Norman & Wride, LLC | 2,467 | $403.5K | 0.09% | −352−12.5% | Reduced |
| US Asset Management LLC | 2,469 | $404.0K | 0.40% | +2,469 | New |
| Harmony Asset Management LLC | 2,471 | $404.2K | 0.17% | +2,471 | New |
| Builder Investment Group Inc | 2,475 | $404.8K | 0.15% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,465 | $404.9K | 0.01% | +2,465 | New |
| Smartleaf Asset Management LLC | 2,516 | $405.3K | 0.11% | +2,516 | New |
| D. Scott Neal, Inc. | 2,481 | $405.8K | 0.36% | −4−0.2% | Reduced |
| New Potomac Partners, LLC | 2,485 | $406.5K | 0.24% | +2,485 | New |
| Eagle Strategies LLC | 2,488 | $406.9K | 0.09% | +23+0.9% | Added |
| 626 Financial, LLC | 2,499 | $408.7K | 0.27% | −344−12.1% | Reduced |
| Jarislowsky, Fraser Ltd | 2,500 | $408.9K | 0.00% | −700−21.9% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $408.9K | 0.01% | −2−0.1% | Reduced |
| RK Capital Management, LLC | 2,500 | $408.9K | 0.19% | +2,500 | New |
| LVZ Advisors, Inc. | 2,503 | $409.4K | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,505 | $409.7K | 0.19% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,508 | $410.0K | 0.01% | −18−0.7% | Reduced |
| Birinyi Associates Inc | 2,508 | $410.0K | 0.15% | +3+0.1% | Added |
| Lodestar Private Asset Management LLC | 2,510 | $410.5K | 0.06% | +4+0.2% | Added |
| Monograph Wealth Advisors, LLC | 2,511 | $410.6K | 0.07% | +160+6.8% | Added |
| Per Stirling Capital Management, LLC. | 2,511 | $410.7K | 0.08% | +61+2.5% | Added |
| KFG Wealth Management, LLC | 2,514 | $411.1K | 0.19% | −39−1.5% | Reduced |
| Smith Shellnut Wilson LLC | 2,523 | $412.6K | 0.24% | −624−19.8% | Reduced |
| Finer Wealth Management, Inc. | 2,524 | $412.9K | 0.31% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,526 | $413.1K | 0.21% | −451−15.1% | Reduced |
| Visionary Wealth Advisors | 2,527 | $413.3K | 0.03% | −149−5.6% | Reduced |
| Pacific Global Investment Management CO | 2,528 | $413.5K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,534 | $414.5K | 0.03% | +35+1.4% | Added |
| Gillespie Robinson & Grimm Inc | 2,537 | $414.9K | 0.04% | −6−0.2% | Reduced |
| CKW Financial Group | 2,537 | $415.0K | 0.06% | +15+0.6% | Added |
| Close Asset Management Ltd | 2,543 | $416.0K | 0.02% | +840+49.3% | Added |
| Pegasus Asset Management, Inc. | 2,544 | $416.1K | 0.18% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 2,545 | $416.2K | 0.29% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,555 | $417.0K | 0.28% | −21−0.8% | Reduced |
| Bigelow Investment Advisors, LLC | 2,550 | $417.1K | 0.23% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,551 | $417.3K | 0.16% | −5−0.2% | Reduced |
| Institutional & Family Asset Management, LLC | 2,554 | $417.6K | 0.07% | +5+0.2% | Added |
| Genesee Capital Advisors, LLC | 2,566 | $419.7K | 0.26% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,568 | $420.0K | 0.05% | +70+2.8% | Added |
| Fenimore Asset Management Inc | 2,573 | $420.8K | 0.01% | −1,617−38.6% | Reduced |
| Curbstone Financial Management Corp | 2,574 | $421.0K | 0.10% | +2,574 | New |
| Oarsman Capital, Inc. | 2,577 | $421.5K | 0.11% | +321+14.2% | Added |
| Human Investing LLC | 2,579 | $421.8K | 0.09% | −801−23.7% | Reduced |
| Cedrus LLC | 2,581 | $422.2K | 0.26% | −517−16.7% | Reduced |
| Center for Financial Planning, Inc. | 2,582 | $422.4K | 0.08% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,597 | $424.8K | 0.06% | +10.0% | Added |
| Old Second National Bank of Aurora | 2,600 | $425.2K | 0.12% | −800−23.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,600 | $425.3K | 0.36% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 2,605 | $426.0K | 0.09% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,608 | $426.5K | 0.16% | +621+31.3% | Added |
| WMG Financial Advisors, LLC | 2,618 | $428.2K | 0.28% | −604−18.7% | Reduced |
| ARS Investment Partners, LLC | 2,621 | $428.7K | 0.05% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,621 | $428.7K | 0.02% | +43+1.7% | Added |
| BlueSky Wealth Advisors, LLC | 2,622 | $428.8K | 0.08% | +25+1.0% | Added |
| Revisor Wealth Management LLC | 2,623 | $429.0K | 0.49% | +196+8.1% | Added |
| Magnolia Capital Management Ltd | 2,637 | $431.0K | 0.39% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 2,637 | $431.3K | 0.01% | +784+42.3% | Added |
| Waterway Wealth Management, LLC | 2,638 | $431.4K | 0.18% | +2,638 | New |
| Aigen Investment Management, LP | 2,639 | $431.6K | 0.08% | +2,639 | New |