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 |
|---|---|---|---|---|---|
| Francis Financial, Inc. | 2,642 | $432.1K | 0.19% | +201+8.2% | Added |
| Accuvest Global Advisors | 2,648 | $433.1K | 0.46% | −1,102−29.4% | Reduced |
| Spirit of America Management Corp | 2,668 | $436.4K | 0.10% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,672 | $437.1K | 0.24% | +4+0.1% | Added |
| Grey Street Capital, LLC | 2,675 | $437.5K | 0.21% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,676 | $437.7K | 0.14% | +152+6.0% | Added |
| TriaGen Wealth Management LLC | 2,680 | $438.3K | 0.21% | −4−0.1% | Reduced |
| Lewis Asset Management, LLC | 2,691 | $440.1K | 0.40% | +2,691 | New |
| SOA Wealth Advisors, LLC. | 2,694 | $440.6K | 0.10% | +11+0.4% | Added |
| Fulton Breakefield Broenniman LLC | 2,697 | $441.1K | 0.04% | +212+8.5% | Added |
| Ullmann Financial Group, Inc. | 2,698 | $441.3K | 0.07% | +19+0.7% | Added |
| Eagle Capital Management LLC | 2,700 | $441.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,701 | $441.7K | 0.16% | +75+2.9% | Added |
| Astoria Portfolio Advisors LLC. | 2,425 | $444.8K | 0.18% | +2,425 | New |
| LM Advisors LLC | 2,720 | $444.9K | 0.09% | +2,720 | New |
| Provident Wealth Management, LLC | 2,722 | $445.2K | 0.20% | +200+7.9% | Added |
| Alpha Cubed Investments, LLC | 2,730 | $446.5K | 0.02% | −826−23.2% | Reduced |
| MBM Wealth Consultants, LLC | 2,389 | $446.9K | 0.17% | −261−9.8% | Reduced |
| Angeles Wealth Management, LLC | 2,735 | $447.3K | 0.05% | +657+31.6% | Added |
| West Family Investments, Inc. | 2,736 | $447.5K | 0.15% | +194+7.6% | Added |
| Burke & Herbert Bank & Trust Co | 2,749 | $449.6K | 0.32% | −15−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,754 | $450.4K | 0.05% | −1,366−33.2% | Reduced |
| Private Capital Management LLC | 2,756 | $450.7K | 0.11% | −230−7.7% | Reduced |
| Wambolt & Associates, LLC | 2,760 | $451.4K | 0.15% | −70−2.5% | Reduced |
| Howard Capital Management Group, LLC | 2,761 | $451.6K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,761 | $451.6K | 0.06% | −150−5.2% | Reduced |
| Independence Bank of Kentucky | 2,763 | $451.9K | 0.16% | −1,516−35.4% | Reduced |
| Virtue Capital Management, LLC | 2,838 | $452.2K | 0.09% | −724−20.3% | Reduced |
| Northstar Advisory Group, LLC | 2,781 | $454.8K | 0.27% | +10.0% | Added |
| Fruth Investment Management | 2,797 | $457.0K | 0.13% | −25−0.9% | Reduced |
| Hemington Wealth Management | 2,797 | $457.0K | 0.18% | +635+29.4% | Added |
| Breakwater Capital Group | 2,659 | $459.6K | 0.13% | +65+2.5% | Added |
| Weaver Consulting Group | 2,811 | $459.7K | 0.19% | −100−3.4% | Reduced |
| Country Trust Bank | 2,811 | $459.7K | 0.01% | +328+13.2% | Added |
| Thomasville National Bank | 2,812 | $459.9K | 0.04% | +737+35.5% | Added |
| Apella Capital, LLC | 2,869 | $461.5K | 0.03% | −138−4.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,825 | $462.0K | 0.04% | +10.0% | Added |
| Johnson & White Wealth Management, LLC | 2,823 | $462.0K | 0.38% | +2,823 | New |
| D'Orazio & Associates, Inc. | 2,831 | $463.1K | 0.08% | −222−7.3% | Reduced |
| One Charles Private Wealth Services, LLC | 2,839 | $464.3K | 0.25% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,844 | $465.2K | 0.16% | −12−0.4% | Reduced |
| Ategra Capital Management, LLC | 2,853 | $466.6K | 0.21% | −2,028−41.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,857 | $467.3K | 0.10% | +405+16.5% | Added |
| BlueCrest Capital Management Ltd | 2,864 | $468.4K | 0.08% | −1,564−35.3% | Reduced |
| Smith, Moore & Co. | 2,864 | $468.4K | 0.06% | −934−24.6% | Reduced |
| Planning Alternatives Ltd | 2,869 | $469.3K | 0.08% | −90−3.0% | Reduced |
| Karpas Strategies, LLC | 2,871 | $469.5K | 0.16% | +5+0.2% | Added |
| Morris Financial Concepts, Inc. | 2,872 | $469.7K | 0.27% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,879 | $470.9K | 0.28% | −1,839−39.0% | Reduced |
| Orion Capital Management LLC | 2,879 | $470.9K | 0.28% | −300−9.4% | Reduced |
| Sachetta, LLC | 2,886 | $472.0K | 0.22% | +2,886 | New |
| Greenwood Gearhart Inc | 2,888 | $472.3K | 0.05% | −398−12.1% | Reduced |
| Tritonpoint Wealth, LLC | 2,890 | $472.7K | 0.05% | +2,890 | New |
| Warwick Investment Management, Inc. | 2,891 | $472.8K | 0.14% | +245+9.3% | Added |
| Cooper/Haims Advisors, LLC | 2,895 | $473.5K | 0.27% | −120−4.0% | Reduced |
| HTLF Bank | 2,897 | $473.8K | 0.06% | +2,897 | New |
| Sepio Capital, LP | 2,902 | $474.7K | 0.04% | +879+43.5% | Added |
| Bank of Stockton | 2,771 | $475.2K | 0.16% | +461+20.0% | Added |
| Seven Eight Capital, LP | 2,908 | $475.6K | 0.06% | +2,908 | New |
| Aberdeen Wealth Management LLC | 2,909 | $475.8K | 0.35% | 00.0% | Unchanged |
| DMG Group, LLC | 2,914 | $476.6K | 0.45% | −131−4.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,915 | $476.7K | 0.14% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,916 | $476.8K | 0.10% | −292−9.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,918 | $477.0K | 0.16% | +212+7.8% | Added |
| Professional Advisory Services Inc | 2,933 | $480.0K | 0.07% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,932 | $480.0K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,946 | $481.9K | 0.38% | +318+12.1% | Added |
| MB, Levis & Associates, LLC | 2,947 | $481.9K | 0.28% | +15+0.5% | Added |
| Navis Wealth Advisors, LLC | 2,951 | $482.6K | 0.63% | −40−1.3% | Reduced |
| Howard Financial Services, Ltd. | 2,958 | $483.7K | 0.09% | +815+38.0% | Added |
| Meitav Dash Investments Ltd | 2,959 | $484.5K | 0.01% | −112−3.6% | Reduced |
| Allstate Corp | 2,966 | $485.1K | 0.03% | +31+1.1% | Added |
| Journey Advisory Group, LLC | 2,971 | $485.9K | 0.07% | +830+38.8% | Added |
| Opinicus Capital, Inc. | 2,979 | $487.2K | 0.50% | +2,979 | New |
| BBR Partners, LLC | 2,989 | $488.8K | 0.05% | +995+49.9% | Added |
| Buckhead Capital Management LLC | 2,992 | $489.3K | 0.18% | 00.0% | Unchanged |
| Libra Wealth LLC | 2,992 | $489.3K | 0.24% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 2,994 | $489.7K | 0.22% | +2,994 | New |
| Callahan Advisors, LLC | 2,995 | $489.8K | 0.06% | −10−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 3,003 | $491.1K | 0.09% | +3,003 | New |
| Sandy Cove Advisors, LLC | 3,009 | $492.2K | 0.25% | +353+13.3% | Added |
| Abacus Planning Group, Inc. | 3,013 | $492.8K | 0.10% | +140+4.9% | Added |
| BIP Wealth, LLC | 3,019 | $493.8K | 0.04% | +160+5.6% | Added |
| Engrave Wealth Partners LLC | 3,022 | $494.2K | 0.14% | +39+1.3% | Added |
| Nemes Rush Group LLC | 3,024 | $494.6K | 0.08% | −401−11.7% | Reduced |
| Kolinsky Wealth Management, LLC | 3,027 | $495.0K | 0.44% | +77+2.6% | Added |
| Allred Capital Management, LLC | 3,031 | $495.8K | 0.22% | +11+0.4% | Added |
| Blueprint Investment Partners LLC | 3,032 | $496.0K | 0.14% | −211−6.5% | Reduced |
| Cornerstone Advisory, LLC | 3,034 | $496.2K | 0.08% | +44+1.5% | Added |
| Harbor Advisory Corp | 3,036 | $496.5K | 0.18% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,040 | $497.0K | 0.04% | −492−13.9% | Reduced |
| WMS Partners, LLC | 3,042 | $497.5K | 0.04% | −719−19.1% | Reduced |
| Blue Chip Partners, Inc. | 3,044 | $497.8K | 0.05% | +66+2.2% | Added |
| RBA Wealth Management, LLC | 3,051 | $499.0K | 0.22% | −28,952−90.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,054 | $499.4K | 0.24% | −675−18.1% | Reduced |
| Bill Few Associates, Inc. | 3,054 | $499.5K | 0.23% | −222−6.8% | Reduced |
| Clark Estates Inc | 3,055 | $499.6K | 0.08% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 3,058 | $500.1K | 1.08% | −7−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 3,060 | $500.5K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,061 | $500.6K | 0.22% | 00.0% | Unchanged |