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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 9,330 | $1.53M | 0.04% | +3,667+64.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 9,240 | $1.51M | 1.97% | +1,960+26.9% | Added |
| Patten Group, Inc. | 9,219 | $1.51M | 0.41% | +3,093+50.5% | Added |
| BCJ Capital Management, LLC | 9,204 | $1.51M | 0.13% | −1,241−11.9% | Reduced |
| Sunbelt Securities, Inc. | 9,190 | $1.50M | 0.19% | −99−1.1% | Reduced |
| Slocum, Gordon & Co LLP | 9,115 | $1.49M | 1.31% | +377+4.3% | Added |
| Portfolio Design Labs, LLC | 9,095 | $1.49M | 0.56% | +9,095 | New |
| Checchi Capital Advisers, LLC | 9,066 | $1.48M | 0.12% | +51+0.6% | Added |
| Diligent Investors, LLC | 9,065 | $1.48M | 0.41% | +22+0.2% | Added |
| L2 Asset Management, LLC | 9,039 | $1.48M | 0.61% | +8,307+1,134.8% | Added |
| Graypoint LLC | 9,038 | $1.48M | 0.12% | +1,453+19.2% | Added |
| BKM Wealth Management, LLC | 9,025 | $1.48M | 0.63% | +9,025 | New |
| Mitchell McLeod Pugh & Williams Inc | 9,022 | $1.48M | 0.39% | −112−1.2% | Reduced |
| Pavion Blue Capital, LLC | 9,017 | $1.47M | 0.81% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 9,001 | $1.47M | 0.13% | +88+1.0% | Added |
| Hohimer Wealth Management, LLC | 8,976 | $1.47M | 0.37% | +972+12.1% | Added |
| Cozad Asset Management Inc | 8,946 | $1.46M | 0.17% | +330+3.8% | Added |
| Montecito Bank & Trust | 8,927 | $1.46M | 0.31% | −145−1.6% | Reduced |
| Duncker Streett & Co Inc | 8,892 | $1.45M | 0.31% | −40−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,870 | $1.45M | 0.01% | −5,702−39.1% | Reduced |
| Marks Group Wealth Management, Inc | 8,857 | $1.45M | 0.17% | −960−9.8% | Reduced |
| Zuckerman Investment Group, LLC | 8,838 | $1.45M | 0.19% | 00.0% | Unchanged |
| Wynn Capital, LLC | 8,813 | $1.44M | 1.18% | +8,813 | New |
| Wealthstar Advisors, LLC | 8,780 | $1.44M | 0.53% | +8,780 | New |
| Coastwise Capital Group, LLC | 8,778 | $1.44M | 1.46% | −605−6.4% | Reduced |
| Investment Partners Asset Management, Inc. | 8,758 | $1.43M | 1.43% | +8,758 | New |
| Thoroughbred Financial Services, LLC | 8,758 | $1.43M | 0.12% | −64−0.7% | Reduced |
| Sandbox Financial Partners, LLC | 8,739 | $1.43M | 0.67% | +30.0% | Added |
| KCM Investment Advisors LLC | 8,678 | $1.42M | 0.06% | −111−1.3% | Reduced |
| Altfest L J & Co Inc | 8,637 | $1.41M | 0.20% | −51−0.6% | Reduced |
| Parisi Gray Wealth Management | 8,630 | $1.41M | 0.57% | −48−0.6% | Reduced |
| Essex Savings Bank | 8,592 | $1.41M | 0.41% | −97−1.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,575 | $1.40M | 0.40% | −86−1.0% | Reduced |
| Wendell David Associates Inc | 8,565 | $1.40M | 0.15% | −400−4.5% | Reduced |
| Capital City Trust Co | 8,566 | $1.40M | 0.42% | +108+1.3% | Added |
| Byrne Asset Management LLC | 8,553 | $1.40M | 1.07% | +1,053+14.0% | Added |
| Chicago Trust Co NA | 8,546 | $1.40M | 0.31% | +100+1.2% | Added |
| Investors Asset Management of Georgia Inc | 8,561 | $1.40M | 0.71% | +110+1.3% | Added |
| Verition Fund Management LLC | 8,509 | $1.39M | 0.01% | −4,383−34.0% | Reduced |
| Meridian Management Co | 7,467 | $1.39M | 0.40% | +79+1.1% | Added |
| Lake Street Financial LLC | 8,505 | $1.39M | 0.22% | +217+2.6% | Added |
| Steinberg Asset Management LLC | 8,505 | $1.39M | 1.23% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 8,500 | $1.39M | 0.37% | −300−3.4% | Reduced |
| Red Spruce Capital, LLC | 8,489 | $1.39M | 0.71% | +33+0.4% | Added |
| Weiss Asset Management LP | 8,443 | $1.38M | 0.10% | +8,443 | New |
| TFG Advisers LLC | 8,437 | $1.38M | 0.58% | +899+11.9% | Added |
| Joule Financial, LLC | 8,426 | $1.38M | 0.64% | −799−8.7% | Reduced |
| Forte Capital LLC | 8,416 | $1.38M | 0.19% | −600−6.7% | Reduced |
| Baldwin Investment Management, LLC | 8,405 | $1.37M | 0.21% | −100−1.2% | Reduced |
| Lakeview Capital Partners, LLC | 8,402 | $1.37M | 0.24% | +230+2.8% | Added |
| Carl P. Sherr & Co., LLC | 8,398 | $1.37M | 0.83% | +1,768+26.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,391 | $1.37M | 0.63% | −4,463−34.7% | Reduced |
| Meeder Asset Management Inc | 8,346 | $1.36M | 0.11% | +8,346 | New |
| Ridgewood Investments LLC | 8,341 | $1.36M | 0.81% | −1,581−15.9% | Reduced |
| Avidian Wealth Solutions, LLC | 8,337 | $1.36M | 0.09% | +30+0.4% | Added |
| Wedmont Private Capital | 8,453 | $1.36M | 0.11% | +1,576+22.9% | Added |
| Weik Capital Management | 8,315 | $1.36M | 0.63% | −55−0.7% | Reduced |
| Midland Wealth Advisors LLC | 8,314 | $1.36M | 0.09% | +8,314 | New |
| Becker Capital Management Inc | 8,311 | $1.36M | 0.05% | −33−0.4% | Reduced |
| Relative Value Partners Group, LLC | 8,301 | $1.36M | 0.08% | +82+1.0% | Added |
| Bahl & Gaynor Inc | 8,284 | $1.35M | 0.01% | −573−6.5% | Reduced |
| Oder Investment Management, LLC | 8,242 | $1.35M | 1.33% | +3,269+65.7% | Added |
| Howland Capital Management LLC | 8,235 | $1.35M | 0.07% | −252−3.0% | Reduced |
| CWS Financial Advisors, LLC | 8,228 | $1.35M | 0.50% | +494+6.4% | Added |
| Forum Financial Management, LP | 8,227 | $1.35M | 0.03% | −387−4.5% | Reduced |
| Atlantic Union Bankshares Corp | 8,208 | $1.34M | 0.12% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,194 | $1.34M | 0.17% | −45−0.5% | Reduced |
| Waldron Private Wealth LLC | 8,190 | $1.34M | 0.06% | −442−5.1% | Reduced |
| Kessler Investment Group, LLC | 8,164 | $1.34M | 0.82% | +413+5.3% | Added |
| Pingora Partners LLC | 8,160 | $1.33M | 1.18% | +8,160 | New |
| Nichols & Pratt Advisers LLP | 8,158 | $1.33M | 0.09% | −200−2.4% | Reduced |
| Clarkston Capital Partners, LLC | 8,151 | $1.33M | 0.02% | +125+1.6% | Added |
| Insigneo Advisory Services, LLC | 8,151 | $1.33M | 0.19% | +3,929+93.1% | Added |
| Brave Asset Management Inc | 8,147 | $1.33M | 0.38% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 8,204 | $1.33M | 0.30% | −735−8.2% | Reduced |
| Buckingham Strategic Partners | 8,131 | $1.33M | 0.06% | −2,911−26.4% | Reduced |
| New England Research & Management, Inc. | 8,119 | $1.33M | 0.70% | −2,655−24.6% | Reduced |
| Western Wealth Management, LLC | 8,106 | $1.33M | 0.10% | −818−9.2% | Reduced |
| Castlekeep Investment Advisors LLC | 8,056 | $1.32M | 0.94% | +8,056 | New |
| Access Financial Services, Inc. | 8,045 | $1.32M | 0.68% | −1,811−18.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 8,042 | $1.32M | 0.05% | +1,369+20.5% | Added |
| Advisor Resource Council | 8,042 | $1.32M | 0.15% | +8,042 | New |
| Shufro Rose & Co LLC | 9,370 | $1.31M | 0.13% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8,031 | $1.31M | 0.03% | −24−0.3% | Reduced |
| Gitterman Wealth Management, LLC | 8,030 | $1.31M | 0.59% | −138−1.7% | Reduced |
| Means Investment Co., Inc. | 8,030 | $1.31M | 0.19% | −147−1.8% | Reduced |
| Sierra Summit Advisors LLC | 8,018 | $1.31M | 0.38% | +8,018 | New |
| Chicago Partners Investment Group LLC | 7,528 | $1.31M | 0.06% | +58+0.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.31M | 0.45% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,996 | $1.31M | 0.25% | +275+3.6% | Added |
| Waterfront Wealth Inc. | 7,980 | $1.31M | 0.38% | −3,047−27.6% | Reduced |
| Chicago Capital, LLC | 7,979 | $1.30M | 0.05% | −323−3.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,947 | $1.30M | 0.21% | −791−9.1% | Reduced |
| Northwest Bank & Trust Co | 7,942 | $1.30M | 1.17% | +7,942 | New |
| Perfromance Wealth Partners, LLC | 7,934 | $1.30M | 0.06% | +1,531+23.9% | Added |
| Country Club Bank | 7,913 | $1.30M | 0.10% | −204−2.5% | Reduced |
| Abn Amro Investment Solutions | 7,920 | $1.30M | 0.02% | +595+8.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,914 | $1.29M | 0.31% | −87−1.1% | Reduced |
| Moody National Bank Trust Division | 7,894 | $1.29M | 0.10% | −11,445−59.2% | Reduced |
| Change Path, LLC | 7,885 | $1.29M | 0.08% | −357−4.3% | Reduced |