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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 5,783 | $1.06M | 0.29% | +5,783 | New |
| Salem Investment Counselors Inc | 6,492 | $1.06M | 0.04% | −316−4.6% | Reduced |
| Lion Street Advisors, LLC | 6,486 | $1.06M | 0.43% | −5,170−44.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,474 | $1.06M | 0.65% | −652−9.1% | Reduced |
| Massmutual Trust Co FSB | 6,471 | $1.06M | 0.04% | +412+6.8% | Added |
| Marcum Wealth, LLC | 6,459 | $1.06M | 0.11% | +1,041+19.2% | Added |
| Broadwater Capital Management LLC | 6,455 | $1.06M | 0.83% | +6,455 | New |
| Cascade Investment Group, Inc. | 6,448 | $1.05M | 0.85% | −49−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 6,434 | $1.05M | 0.06% | +1,338+26.3% | Added |
| Appleton Partners Inc | 6,432 | $1.05M | 0.08% | −600−8.5% | Reduced |
| 1620 Investment Advisors, Inc. | 6,425 | $1.05M | 1.16% | −811−11.2% | Reduced |
| Strategic Blueprint, LLC | 6,420 | $1.05M | 0.09% | −109−1.7% | Reduced |
| Anchor Investment Management, LLC | 6,411 | $1.05M | 0.12% | −754−10.5% | Reduced |
| Boston Financial Mangement LLC | 6,405 | $1.05M | 0.04% | +623+10.8% | Added |
| First County Bank | 6,392 | $1.05M | 0.51% | −315−4.7% | Reduced |
| Wealth Management Associates, Inc. | 6,392 | $1.05M | 0.55% | +65+1.0% | Added |
| M. Kraus & Co | 6,387 | $1.04M | 0.34% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,387 | $1.04M | 0.03% | −2,349−26.9% | Reduced |
| Twin Capital Management Inc | 6,345 | $1.04M | 0.14% | −18,612−74.6% | Reduced |
| Bellecapital International Ltd. | 6,342 | $1.04M | 0.24% | −4,923−43.7% | Reduced |
| Financial Partners Group, LLC | 6,342 | $1.04M | 0.47% | −334−5.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,335 | $1.04M | 0.89% | +260+4.3% | Added |
| Winthrop Capital Management, LLC | 6,329 | $1.04M | 0.34% | +6,329 | New |
| Aspiriant, LLC | 6,327 | $1.03M | 0.05% | +518+8.9% | Added |
| Strait & Sound Wealth Management LLC | 6,207 | $1.03M | 0.64% | −59−0.9% | Reduced |
| Trustco Bank Corp N Y | 6,294 | $1.03M | 1.11% | −575−8.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 6,376 | $1.03M | 0.35% | −144−2.2% | Reduced |
| Blue Edge Capital, LLC | 6,269 | $1.03M | 0.19% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 6,262 | $1.02M | 0.78% | +393+6.7% | Added |
| Coastal Investment Advisors, Inc. | 6,253 | $1.02M | 0.23% | −1,676−21.1% | Reduced |
| Cobblestone Capital Advisors LLC | 6,231 | $1.02M | 0.07% | −38−0.6% | Reduced |
| ROI Financial Advisors, LLC | 6,225 | $1.02M | 0.84% | +6,225 | New |
| Beverly Hills Private Wealth, LLC | 6,212 | $1.02M | 0.27% | −164−2.6% | Reduced |
| Peoples Financial Services Corp. | 6,206 | $1.01M | 0.44% | −126−2.0% | Reduced |
| Biltmore Family Office, LLC | 6,183 | $1.01M | 0.21% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 6,175 | $1.01M | 0.17% | −13−0.2% | Reduced |
| TBH Global Asset Management, LLC | 6,162 | $1.01M | 0.21% | −255−4.0% | Reduced |
| Fairfield, Bush & Co. | 6,156 | $1.01M | 0.59% | +462+8.1% | Added |
| Legacy Financial Advisors, Inc. | 6,151 | $1.01M | 0.19% | +181+3.0% | Added |
| Beacon Financial Advisory LLC | 6,106 | $998.6K | 0.48% | +10+0.2% | Added |
| Patten & Patten Inc | 6,104 | $998.2K | 0.08% | +127+2.1% | Added |
| Roffman Miller Associates Inc | 6,096 | $996.9K | 0.07% | −14−0.2% | Reduced |
| Quadrant Capital Group LLC | 6,093 | $996.5K | 0.09% | +717+13.3% | Added |
| Roman Butler Fullerton & Co | 5,311 | $995.3K | 0.39% | +90+1.7% | Added |
| Heritage Trust Co | 6,080 | $994.4K | 0.14% | +224+3.8% | Added |
| Coco Enterprises, LLC | 6,057 | $990.5K | 0.72% | +22+0.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,054 | $990.2K | 0.11% | −137−2.2% | Reduced |
| Inscription Capital, LLC | 6,038 | $987.5K | 0.27% | −39−0.6% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $985.9K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,019 | $984.4K | 0.24% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 6,013 | $983.4K | 0.08% | −471−7.3% | Reduced |
| Investors Research Corp | 6,004 | $982.0K | 0.24% | −311−4.9% | Reduced |
| Burt Wealth Advisors | 5,999 | $981.1K | 0.28% | +4+0.1% | Added |
| Mork Capital Management, LLC | 5,990 | $979.7K | 0.60% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5,989 | $979.5K | 0.09% | −107−1.8% | Reduced |
| Heartwood Wealth Advisors LLC | 5,987 | $979.2K | 0.13% | +207+3.6% | Added |
| Personal Cfo Solutions, LLC | 5,948 | $972.9K | 0.17% | +1,441+32.0% | Added |
| Allied Investment Advisors, LLC | 5,939 | $971.3K | 0.26% | −2,122−26.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,913 | $967.0K | 0.11% | +20.0% | Added |
| First National Bank & Trust Co of Newtown | 5,909 | $966.4K | 0.21% | −775−11.6% | Reduced |
| IVC Wealth Advisors LLC | 5,895 | $964.1K | 0.60% | −394−6.3% | Reduced |
| North Star Asset Management Inc | 5,887 | $962.8K | 0.05% | −120−2.0% | Reduced |
| Inspire Trust Co, N.A. | 5,884 | $962.3K | 0.99% | +5,884 | New |
| Nilsine Partners, LLC | 5,872 | $960.4K | 0.15% | +3,872+193.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,847 | $956.2K | 0.39% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,842 | $955.5K | 0.72% | +5,842 | New |
| Engineers Gate Manager LP | 5,841 | $955.3K | 0.03% | +5,841 | New |
| Pekin Hardy Strauss, Inc. | 5,811 | $950.4K | 0.14% | +150+2.6% | Added |
| Hoylecohen, LLC | 5,797 | $948.1K | 0.08% | +104+1.8% | Added |
| Smallwood Wealth Investment Management, LLC | 5,781 | $945.5K | 0.78% | 00.0% | Unchanged |
| Cowa, LLC | 5,777 | $944.9K | 0.59% | +10.0% | Added |
| Hancock Whitney Corp | 5,777 | $944.8K | 0.04% | −88−1.5% | Reduced |
| Cross Staff Investments Inc | 5,767 | $943.2K | 0.84% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,760 | $942.0K | 0.20% | +569+11.0% | Added |
| Meridian Wealth Advisors, LLC | 5,752 | $940.8K | 0.21% | −226−3.8% | Reduced |
| Simon Quick Advisors, LLC | 5,747 | $939.9K | 0.08% | +58+1.0% | Added |
| Wealth Alliance | 5,746 | $939.7K | 0.13% | −5−0.1% | Reduced |
| Summit Financial Group Inc | 5,736 | $938.1K | 0.36% | −15−0.3% | Reduced |
| WoodTrust Financial Corp | 5,736 | $938.0K | 0.16% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 5,727 | $936.7K | 0.33% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,727 | $936.6K | 0.08% | −3,525−38.1% | Reduced |
| Wealth Architects, LLC | 5,692 | $930.9K | 0.13% | +1,866+48.8% | Added |
| VisionPoint Advisory Group, LLC | 5,690 | $930.6K | 0.34% | +867+18.0% | Added |
| TRUE Private Wealth Advisors | 5,682 | $929.3K | 0.12% | −50−0.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,674 | $928.0K | 0.35% | +5,674 | New |
| Winthrop Advisory Group LLC | 5,649 | $923.9K | 0.14% | +471+9.1% | Added |
| Cullen Capital Management LLC | 5,648 | $923.7K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,637 | $921.9K | 0.10% | −44−0.8% | Reduced |
| Arrow Financial Corp | 5,626 | $920.1K | 0.10% | −358−6.0% | Reduced |
| Glassman Wealth Services | 5,624 | $919.9K | 0.13% | +30+0.5% | Added |
| Navellier & Associates Inc | 5,614 | $918.2K | 0.14% | +631+12.7% | Added |
| Canada Pension Plan Investment Board | 5,610 | $917.5K | 0.00% | −1,400−20.0% | Reduced |
| Impact Partnership Wealth, LLC | 5,598 | $915.5K | 0.33% | +339+6.4% | Added |
| Coastal Bridge Advisors, LLC | 5,595 | $915.0K | 0.23% | +21+0.4% | Added |
| First Western Trust Bank | 5,586 | $913.6K | 0.05% | +438+8.5% | Added |
| Schechter Investment Advisors, LLC | 5,573 | $911.5K | 0.08% | +150+2.8% | Added |
| My Legacy Advisors, LLC | 5,615 | $910.5K | 0.33% | +236+4.4% | Added |
| Joseph P. Lucia & Associates, LLC | 5,538 | $905.8K | 0.56% | −353−6.0% | Reduced |
| Boltwood Capital Management | 5,535 | $905.2K | 0.30% | +185+3.5% | Added |
| Grandview Asset Management LLC | 5,524 | $903.0K | 0.47% | +11+0.2% | Added |