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 |
|---|---|---|---|---|---|
| Long Run Wealth Advisors, LLC | 7,877 | $1.29M | 0.37% | −711−8.3% | Reduced |
| Naviter Wealth, LLC | 7,874 | $1.29M | 0.26% | +1,321+20.2% | Added |
| Northwest Bancshares, Inc. | 7,869 | $1.29M | 0.23% | −179−2.2% | Reduced |
| Dakota Wealth Management | 7,858 | $1.29M | 0.05% | +2,322+41.9% | Added |
| Exchange Bank | 7,834 | $1.28M | 1.11% | +73+0.9% | Added |
| Aspen Investment Management Inc | 7,816 | $1.28M | 0.71% | +1,211+18.3% | Added |
| Main Street Financial Solutions, LLC | 7,797 | $1.28M | 0.16% | −6−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,788 | $1.27M | 0.06% | +158+2.1% | Added |
| Cornercap Investment Counsel Inc | 7,745 | $1.27M | 0.21% | +248+3.3% | Added |
| Penobscot Investment Management Company, Inc. | 7,719 | $1.26M | 0.15% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,716 | $1.26M | 0.09% | −8−0.1% | Reduced |
| BSW Wealth Partners | 7,715 | $1.26M | 0.25% | +21+0.3% | Added |
| Athena Investment Management | 7,714 | $1.26M | 0.82% | +14+0.2% | Added |
| Uncommon Cents Investing LLC | 7,683 | $1.26M | 0.42% | +1,703+28.5% | Added |
| Stamos Capital Partners, L.P. | 7,680 | $1.26M | 0.34% | −15,410−66.7% | Reduced |
| Home Federal Bank of Tennessee | 7,672 | $1.25M | 0.42% | −50−0.6% | Reduced |
| Fiduciary Group LLC | 7,669 | $1.25M | 0.15% | +50+0.7% | Added |
| Donald L. Hagan, LLC | 7,656 | $1.25M | 0.69% | −188−2.4% | Reduced |
| E Fund Management Co., Ltd. | 7,649 | $1.25M | 0.08% | −619−7.5% | Reduced |
| Donoghue Forlines LLC | 7,642 | $1.25M | 0.39% | −1,733−18.5% | Reduced |
| Financial Advisory Service, Inc. | 7,582 | $1.24M | 0.12% | +457+6.4% | Added |
| Roanoke Asset Management Corp | 7,575 | $1.24M | 0.46% | +2,250+42.3% | Added |
| Advisory Alpha, LLC | 7,569 | $1.24M | 0.06% | +213+2.9% | Added |
| G&S Capital LLC | 7,564 | $1.24M | 0.59% | −77−1.0% | Reduced |
| Veracity Capital LLC | 7,562 | $1.24M | 0.50% | +7,562 | New |
| Onyx Bridge Wealth Group LLC | 7,526 | $1.23M | 0.25% | −20−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,520 | $1.23M | 0.14% | −84−1.1% | Reduced |
| Curi Capital | 7,504 | $1.23M | 0.17% | −5−0.1% | Reduced |
| Alterity Financial Group, LLC | 7,500 | $1.23M | 1.75% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,493 | $1.23M | 0.23% | +2,531+51.0% | Added |
| Davis R M Inc | 7,477 | $1.22M | 0.03% | −280−3.6% | Reduced |
| Morningstar Investment Services LLC | 7,437 | $1.22M | 0.01% | +4,421+146.6% | Added |
| Texas Yale Capital Corp. | 7,446 | $1.22M | 0.06% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 7,430 | $1.22M | 0.44% | +127+1.7% | Added |
| Atlas Brown,Inc. | 7,426 | $1.21M | 0.50% | −96−1.3% | Reduced |
| Day & Ennis, LLC | 7,422 | $1.21M | 0.43% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 7,410 | $1.21M | 0.07% | +1,361+22.5% | Added |
| Beaton Management Co. Inc. | 7,364 | $1.20M | 0.72% | −107−1.4% | Reduced |
| Gratus Capital LLC | 7,347 | $1.20M | 0.07% | +117+1.6% | Added |
| Cahill Financial Advisors Inc | 7,333 | $1.20M | 0.18% | −2,644−26.5% | Reduced |
| Northern Financial Advisors Inc | 7,319 | $1.20M | 1.01% | +900+14.0% | Added |
| Invst, LLC | 6,521 | $1.20M | 0.15% | +12+0.2% | Added |
| Thrive Wealth Management, LLC | 7,311 | $1.20M | 0.27% | +64+0.9% | Added |
| Private Advisory Group LLC | 7,276 | $1.19M | 0.21% | −30.0% | Reduced |
| Hexagon Capital Partners LLC | 7,241 | $1.18M | 0.29% | +694+10.6% | Added |
| Delta Financial Group, Inc. | 7,233 | $1.18M | 0.37% | −235−3.1% | Reduced |
| Plancorp, LLC | 7,223 | $1.18M | 0.06% | +194+2.8% | Added |
| Parcion Private Wealth LLC | 7,209 | $1.18M | 0.11% | +335+4.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,217 | $1.18M | 0.07% | −1,877−20.6% | Reduced |
| Mystic Asset Management, Inc. | 7,197 | $1.18M | 0.56% | +295+4.3% | Added |
| Founders Financial Alliance, LLC | 7,197 | $1.18M | 0.46% | +1,141+18.8% | Added |
| Warner Financial, Inc | 7,194 | $1.18M | 0.66% | +4+0.1% | Added |
| Range Financial Group LLC | 7,195 | $1.18M | 0.71% | −63−0.9% | Reduced |
| Northeast Investment Management | 7,193 | $1.18M | 0.06% | +66+0.9% | Added |
| Laurel Wealth Advisors LLC | 7,167 | $1.17M | 0.22% | +6+0.1% | Added |
| Webster Bank, N. A. | 7,131 | $1.17M | 0.14% | +62+0.9% | Added |
| Papp L Roy & Associates | 7,124 | $1.17M | 0.14% | −125−1.7% | Reduced |
| PBMares Wealth Management LLC | 7,123 | $1.16M | 0.35% | +200+2.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,104 | $1.16M | 0.47% | +7,104 | New |
| Pettyjohn, Wood & White, Inc | 7,097 | $1.16M | 0.25% | +62+0.9% | Added |
| Rossmore Private Capital | 7,015 | $1.15M | 0.16% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 7,000 | $1.14M | 0.23% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 7,000 | $1.14M | 0.57% | +7,000 | New |
| Capstone Triton Financial Group, LLC | 6,982 | $1.14M | 0.83% | −717−9.3% | Reduced |
| Sunburst Financial Group, LLC | 6,957 | $1.14M | 0.35% | +6,957 | New |
| TCI Wealth Advisors, Inc. | 6,947 | $1.14M | 0.12% | −203−2.8% | Reduced |
| Sutton Place Investors LLC | 6,941 | $1.14M | 0.82% | +5,415+354.8% | Added |
| Marietta Investment Partners LLC | 6,926 | $1.13M | 0.28% | −700−9.2% | Reduced |
| Fort Sheridan Advisors LLC | 6,866 | $1.12M | 0.22% | −20−0.3% | Reduced |
| Monetary Management Group Inc | 6,832 | $1.12M | 0.35% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 6,824 | $1.12M | 1.05% | +6,824 | New |
| LS Investment Advisors, LLC | 6,815 | $1.11M | 0.19% | +2,240+49.0% | Added |
| Core Wealth Partners LLC | 6,811 | $1.11M | 0.91% | +33+0.5% | Added |
| Straight Path Wealth Management | 6,780 | $1.11M | 0.65% | −106−1.5% | Reduced |
| Belpointe Asset Management LLC | 6,750 | $1.10M | 0.10% | −257−3.7% | Reduced |
| Equitable Trust Co | 6,747 | $1.10M | 0.08% | −45−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 6,736 | $1.10M | 0.07% | −296−4.2% | Reduced |
| Albion Financial Group | 6,715 | $1.10M | 0.09% | −59−0.9% | Reduced |
| Jeppson Wealth Management, LLC | 6,707 | $1.10M | 0.45% | −20−0.3% | Reduced |
| Gateway Investment Advisers LLC | 6,672 | $1.09M | 0.01% | −1,211−15.4% | Reduced |
| Terra Nova Asset Management LLC | 6,643 | $1.09M | 0.95% | +3,033+84.0% | Added |
| Etesian Wealth Advisors, Inc. | 6,626 | $1.09M | 0.65% | −341−4.9% | Reduced |
| Wolverine Trading, LLC | 6,614 | $1.08M | 0.01% | −60,271−90.1% | Reduced |
| Renaissance Investment Group LLC | 6,613 | $1.08M | 0.27% | +800+13.8% | Added |
| Clarius Group, LLC | 6,609 | $1.08M | 0.09% | −646−8.9% | Reduced |
| Dividend Assets Capital, LLC | 6,599 | $1.08M | 0.21% | −5,000−43.1% | Reduced |
| Oak Associates, Ltd | 6,589 | $1.08M | 0.08% | −1,296−16.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,580 | $1.08M | 0.33% | +175+2.7% | Added |
| World Equity Group, Inc. | 6,572 | $1.07M | 0.22% | +652+11.0% | Added |
| Kovack Advisors, Inc. | 6,568 | $1.07M | 0.13% | −489−6.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,567 | $1.07M | 0.58% | +237+3.7% | Added |
| KLCM Advisors, Inc. | 6,566 | $1.07M | 0.17% | −95,868−93.6% | Reduced |
| Manchester Capital Management LLC | 6,566 | $1.07M | 0.14% | +301+4.8% | Added |
| Ironwood Investment Management LLC | 6,560 | $1.07M | 0.56% | −364−5.3% | Reduced |
| Citizens National Bank Trust Department | 6,555 | $1.07M | 0.27% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 6,551 | $1.07M | 0.40% | +410+6.7% | Added |
| Laidlaw Wealth Management LLC | 6,543 | $1.07M | 0.39% | +437+7.2% | Added |
| MJP Associates Inc | 6,539 | $1.07M | 0.29% | +2,370+56.8% | Added |
| Koshinski Asset Management, Inc. | 6,536 | $1.07M | 0.16% | +229+3.6% | Added |
| Selective Wealth Management, Inc. | 6,620 | $1.06M | 0.54% | −1,370−17.1% | Reduced |