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
- 2,685
- +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
- 976 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 |
|---|---|---|---|---|---|
| Green Alpha Advisors, LLC | 13,920 | $2.28M | 1.64% | −3,588−20.5% | Reduced |
| SageView Advisory Group, LLC | 12,114 | $2.28M | 0.10% | +1,871+18.3% | Added |
| Lakeridge Wealth Management LLC | 13,861 | $2.27M | 1.64% | +13,861 | New |
| Parthenon LLC | 13,842 | $2.26M | 0.31% | 00.0% | Unchanged |
| Leonteq Securities AG | 13,814 | $2.26M | 0.29% | −4,882−26.1% | Reduced |
| SkyOak Wealth, LLC | 13,798 | $2.26M | 0.59% | −500−3.5% | Reduced |
| Wealthcare Advisory Partners LLC | 13,794 | $2.26M | 0.09% | +907+7.0% | Added |
| Confluence Wealth Services, Inc. | 13,779 | $2.25M | 0.25% | −42−0.3% | Reduced |
| Optimist Retirement Group LLC | 13,634 | $2.23M | 1.45% | +13,634 | New |
| Tredje AP-fonden | 13,604 | $2.22M | 0.03% | −39,100−74.2% | Reduced |
| Joel Isaacson & Co., LLC | 13,599 | $2.22M | 0.14% | +222+1.7% | Added |
| GSB Wealth Management, LLC | 13,587 | $2.22M | 0.68% | +98+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,083 | $2.22M | 0.02% | −93−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 13,555 | $2.22M | 0.08% | −140−1.0% | Reduced |
| Vaughan David Investments LLC | 13,549 | $2.22M | 0.06% | +75+0.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,536 | $2.21M | 0.24% | −887−6.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,532 | $2.21M | 0.05% | +13,532 | New |
| Exencial Wealth Advisors, LLC | 13,519 | $2.21M | 0.09% | −590−4.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,512 | $2.21M | 1.52% | −4,012−22.9% | Reduced |
| Quantinno Capital Management LP | 13,493 | $2.21M | 0.08% | +3,729+38.2% | Added |
| Ofi Invest Asset Management | 13,468 | $2.20M | 0.07% | +13,119+3,759.0% | Added |
| Chilton Capital Management LLC | 13,437 | $2.20M | 0.11% | +339+2.6% | Added |
| Diversified Trust Co | 13,428 | $2.20M | 0.07% | −1,216−8.3% | Reduced |
| Merit Financial Group, LLC | 13,363 | $2.19M | 0.07% | −327−2.4% | Reduced |
| Excalibur Management Corp | 13,352 | $2.18M | 1.03% | −74−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,219 | $2.16M | 0.25% | +6,166+87.4% | Added |
| Round Rock Advisors, LLC | 13,201 | $2.16M | 0.54% | +141+1.1% | Added |
| Lee Danner & Bass Inc | 13,195 | $2.16M | 0.18% | +101+0.8% | Added |
| Foresight Capital Management Advisors, Inc. | 13,160 | $2.15M | 2.20% | +13,160 | New |
| Robertson Stephens Wealth Management, LLC | 13,152 | $2.15M | 0.13% | +651+5.2% | Added |
| TFC Financial Management | 13,074 | $2.14M | 0.43% | +410+3.2% | Added |
| Security National Bank of Sioux City Iowa | 13,058 | $2.14M | 1.61% | −188−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 13,011 | $2.13M | 1.23% | −6,523−33.4% | Reduced |
| Ballentine Partners, LLC | 12,986 | $2.12M | 0.04% | +160+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 12,974 | $2.12M | 0.70% | −294−2.2% | Reduced |
| Cooper Financial Group | 12,906 | $2.11M | 0.38% | +787+6.5% | Added |
| Essex LLC | 12,883 | $2.11M | 0.52% | +1,281+11.0% | Added |
| Ontario Teachers Pension Plan Board | 12,882 | $2.11M | 0.02% | +1,147+9.8% | Added |
| Hudock, Inc. | 12,863 | $2.10M | 0.45% | −150−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 12,861 | $2.10M | 0.08% | +5,075+65.2% | Added |
| Little House Capital LLC | 12,822 | $2.10M | 0.76% | −267−2.0% | Reduced |
| Balentine LLC | 12,796 | $2.09M | 0.07% | −2,436−16.0% | Reduced |
| Private Capital Management, LLC | 12,791 | $2.09M | 0.24% | +206+1.6% | Added |
| Hodges Capital Management Inc. | 12,767 | $2.09M | 0.11% | +6,517+104.3% | Added |
| Forza Wealth Management, LLC | 12,715 | $2.08M | 1.15% | −195−1.5% | Reduced |
| Washington Trust Co | 12,701 | $2.08M | 0.08% | +43+0.3% | Added |
| Cary Street Partners Asset Management LLC | 12,604 | $2.06M | 0.35% | −685−5.2% | Reduced |
| Carson Advisory Inc. | 12,576 | $2.06M | 1.60% | −620−4.7% | Reduced |
| Silvant Capital Management LLC | 12,534 | $2.05M | 0.11% | −35−0.3% | Reduced |
| Intrust Bank NA | 12,525 | $2.05M | 0.24% | +148+1.2% | Added |
| Culbertson A N & Co Inc | 12,521 | $2.05M | 0.38% | 00.0% | Unchanged |
| Slagle Financial, LLC | 24,950 | $2.05M | 1.17% | +12,177+95.3% | Added |
| Disciplined Equity Management, Inc. | 12,514 | $2.05M | 1.40% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10,891 | $2.05M | 0.22% | −774−6.6% | Reduced |
| Aull & Monroe Investment Management Corp | 12,480 | $2.04M | 1.01% | −125−1.0% | Reduced |
| Nwam LLC | 12,480 | $2.04M | 0.16% | +1,117+9.8% | Added |
| Leavell Investment Management, Inc. | 12,462 | $2.04M | 0.13% | −100−0.8% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 12,339 | $2.02M | 1.88% | +12,339 | New |
| Birchbrook, Inc. | 12,325 | $2.02M | 1.33% | +12,325 | New |
| Brown Miller Wealth Management, LLC | 12,281 | $2.01M | 1.00% | −363−2.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 12,279 | $2.01M | 0.39% | −2,502−16.9% | Reduced |
| JFS Wealth Advisors, LLC | 12,268 | $2.01M | 0.17% | −552−4.3% | Reduced |
| CMT Capital Markets Trading GmbH | 12,236 | $2.00M | 1.40% | +12,236 | New |
| Aaron Wealth Advisors | 12,208 | $2.00M | 0.33% | −295,619−96.0% | Reduced |
| Wealth Effects LLC | 12,192 | $1.99M | 0.75% | +3,065+33.6% | Added |
| Impax Asset Management Group plc | 12,176 | $1.99M | 0.01% | +1,800+17.3% | Added |
| Ameritas Advisory Services, LLC | 11,275 | $1.99M | 0.11% | +349+3.2% | Added |
| Ronald Blue Trust, Inc. | 14,187 | $1.99M | 0.03% | +1,859+15.1% | Added |
| Nicholas Hoffman & Company, LLC. | 12,157 | $1.99M | 0.12% | −835−6.4% | Reduced |
| KKM Financial LLC | 12,134 | $1.98M | 1.25% | +12,134 | New |
| TCM Advisors, LLC | – | $1.98M | 1.61% | – | – |
| Peloton Wealth Strategists | 12,090 | $1.98M | 0.86% | −900−6.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,068 | $1.97M | 0.23% | −151−1.2% | Reduced |
| Private Trust Co NA | 12,052 | $1.97M | 0.23% | +237+2.0% | Added |
| Allegheny Financial Group LTD | 12,046 | $1.97M | 0.63% | −85−0.7% | Reduced |
| St Germain D J Co Inc | 12,029 | $1.97M | 0.10% | +746+6.6% | Added |
| O'Rourke & Company, Inc | 11,987 | $1.96M | 1.26% | +132+1.1% | Added |
| Trust Investment Advisors | 11,963 | $1.96M | 1.53% | +1,240+11.6% | Added |
| Sage Investment Advisers LLC | 11,952 | $1.95M | 2.37% | +44+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 11,920 | $1.95M | 0.07% | +148+1.3% | Added |
| Csenge Advisory Group | 11,908 | $1.95M | 0.12% | +2,220+22.9% | Added |
| Gifford Fong Associates | 11,900 | $1.95M | 0.41% | 00.0% | Unchanged |
| Zhang Financial LLC | 11,817 | $1.93M | 0.17% | −186−1.5% | Reduced |
| Valicenti Advisory Services Inc | 11,799 | $1.93M | 0.59% | −562−4.5% | Reduced |
| Nomura Holdings Inc | 11,759 | $1.92M | 0.02% | −72,742−86.1% | Reduced |
| NBC Securities, Inc. | 11,759 | $1.92M | 0.19% | −624−5.0% | Reduced |
| Fortis Group Advisors, LLC | 12,673 | $1.92M | 0.48% | +4,024+46.5% | Added |
| Pinnacle Holdings, LLC | 11,752 | $1.92M | 0.79% | +459+4.1% | Added |
| Capital Investment Counsel, Inc | 11,739 | $1.92M | 0.34% | −1,525−11.5% | Reduced |
| Aries Wealth Management | 11,637 | $1.90M | 0.68% | −25−0.2% | Reduced |
| Evergreen Capital Management LLC | 11,635 | $1.90M | 0.08% | −243−2.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 11,617 | $1.90M | 0.42% | −118−1.0% | Reduced |
| Ceera Investments, LLC | 11,573 | $1.89M | 0.89% | −40−0.3% | Reduced |
| V-Square Quantitative Management LLC | 11,565 | $1.89M | 0.45% | +4,182+56.6% | Added |
| Longfellow Investment Management Co LLC | 11,556 | $1.89M | 0.47% | −1,411−10.9% | Reduced |
| Lantz Financial LLC | 11,517 | $1.88M | 0.68% | +279+2.5% | Added |
| Founders Financial Securities LLC | 11,501 | $1.88M | 0.21% | +189+1.7% | Added |
| Tower Bridge Advisors | 11,487 | $1.88M | 0.16% | +88+0.8% | Added |
| Del-Sette Capital Management, LLC | 11,470 | $1.88M | 1.65% | +11,470 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,422 | $1.87M | 0.37% | +2,640+30.1% | Added |