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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 5,515 | $902.0K | 0.12% | +183+3.4% | Added |
| EPG Wealth Management LLC | 4,907 | $901.5K | 0.24% | −45−0.9% | Reduced |
| Mount Vernon Associates Inc | 5,505 | $900.0K | 0.88% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,486 | $897.2K | 0.02% | +5,486 | New |
| Paragon Private Wealth Management, LLC | 5,485 | $897.1K | 0.62% | +881+19.1% | Added |
| Insight Advisors, LLC | 5,484 | $896.8K | 0.19% | +35+0.6% | Added |
| Castle Rock Wealth Management, LLC | 5,621 | $895.3K | 0.27% | +286+5.4% | Added |
| Mill Capital Management, LLC | 5,465 | $893.8K | 0.08% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 5,450 | $891.3K | 0.42% | −636−10.5% | Reduced |
| Private Portfolio Partners LLC | 5,442 | $890.0K | 0.20% | −3−0.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,117 | $890.0K | 0.37% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,441 | $889.8K | 0.53% | −279−4.9% | Reduced |
| Roth Financial Partners LLC | 5,434 | $888.7K | 0.46% | +1,683+44.9% | Added |
| SOL Capital Management CO | 5,421 | $887.0K | 0.12% | −400−6.9% | Reduced |
| ISAM Funds (UK) Ltd | 5,411 | $885.0K | 0.63% | −8,645−61.5% | Reduced |
| LBMC Investment Advisors, LLC | 5,408 | $884.5K | 0.08% | +14+0.3% | Added |
| Kades & Cheifetz LLC | 5,398 | $882.8K | 0.63% | −330−5.8% | Reduced |
| Continuum Advisory, LLC | 5,395 | $882.4K | 0.13% | −493−8.4% | Reduced |
| S.E.E.D. Planning Group LLC | 5,393 | $882.0K | 0.36% | +355+7.0% | Added |
| Grant/GrossMendelsohn, LLC | 4,685 | $881.4K | 0.36% | +20+0.4% | Added |
| LexAurum Advisors, LLC | 5,384 | $880.6K | 0.23% | −70−1.3% | Reduced |
| Carlson Capital Management | 5,370 | $878.2K | 0.05% | +1,228+29.6% | Added |
| WNY Asset Management, LLC | 5,366 | $877.6K | 0.15% | +374+7.5% | Added |
| Armstrong, Fleming & Moore, Inc | 5,355 | $875.9K | 0.66% | −150−2.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,331 | $872.0K | 0.39% | +508+10.5% | Added |
| Mirador Capital Partners LP | 5,329 | $871.5K | 0.18% | +235+4.6% | Added |
| Operose Advisors LLC | 5,309 | $868.3K | 0.35% | −1,400−20.9% | Reduced |
| Sentry Investment Management LLC | 5,297 | $866.0K | 0.37% | +7+0.1% | Added |
| Keudell/Morrison Wealth Management | 5,281 | $863.6K | 0.28% | −99−1.8% | Reduced |
| Vaughan & Co Securities, Inc. | 5,279 | $863.4K | 0.58% | −824−13.5% | Reduced |
| Harbour Investments, Inc. | 5,255 | $859.5K | 0.04% | −896−14.6% | Reduced |
| Accurate Wealth Management, LLC | 5,294 | $858.5K | 0.27% | +305+6.1% | Added |
| Oak Asset Management, LLC | 5,246 | $858.0K | 0.34% | −114−2.1% | Reduced |
| Summit Trail Advisors, LLC | 5,222 | $854.1K | 0.03% | −596−10.2% | Reduced |
| Palumbo Wealth Management LLC | 5,219 | $853.6K | 0.44% | +37+0.7% | Added |
| FinTrust Capital Advisors, LLC | 5,211 | $852.3K | 0.17% | −2,178−29.5% | Reduced |
| PFG Advisors | 5,207 | $851.6K | 0.07% | −653−11.1% | Reduced |
| GM Advisory Group, Inc. | 5,205 | $851.2K | 0.06% | +1,004+23.9% | Added |
| Mirabella Financial Services LLP | 5,200 | $850.5K | 0.12% | +5,200 | New |
| MBA Advisors LLC | 5,198 | $850.1K | 0.47% | −205−3.8% | Reduced |
| Delta Investment Management, LLC | 5,190 | $848.8K | 0.21% | +168+3.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,189 | $848.7K | 0.13% | −44−0.8% | Reduced |
| Tobam | 5,188 | $848.0K | 0.07% | −1,085−17.3% | Reduced |
| Global Financial Private Client, LLC | 5,170 | $845.6K | 0.40% | +3,617+232.9% | Added |
| Premier Path Wealth Partners, LLC | 5,157 | $843.5K | 0.19% | +5,157 | New |
| 9258 Wealth Management, LLC | 5,151 | $842.4K | 0.15% | −95−1.8% | Reduced |
| Bailard, Inc. | 5,147 | $841.9K | 0.02% | −225−4.2% | Reduced |
| Bath Savings Trust Co | 5,145 | $841.4K | 0.09% | −85−1.6% | Reduced |
| United Community Bank | 5,144 | $841.3K | 0.36% | +42+0.8% | Added |
| Baystate Wealth Management LLC | 5,143 | $841.3K | 0.06% | −149−2.8% | Reduced |
| Atwood & Palmer Inc | 5,135 | $839.8K | 0.07% | +235+4.8% | Added |
| Lantern Wealth Advisors, LLC | 5,125 | $838.2K | 0.66% | +5,125 | New |
| Evergreen Wealth Solutions, LLC | 5,122 | $837.7K | 0.72% | +226+4.6% | Added |
| JGP Wealth Management, LLC | 5,111 | $835.8K | 0.12% | +109+2.2% | Added |
| Highlander Capital Management, LLC | 5,110 | $835.7K | 0.30% | +650+14.6% | Added |
| Redhawk Wealth Advisors, Inc. | 5,110 | $835.7K | 0.16% | −622−10.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 5,107 | $835.3K | 0.59% | −1,850−26.6% | Reduced |
| Skopos Labs, Inc. | 5,097 | $833.6K | 0.40% | +5,097 | New |
| Oxbow Advisors, LLC | 5,092 | $832.8K | 0.13% | −135−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,072 | $829.5K | 0.03% | −76−1.5% | Reduced |
| Benin Management CORP | 5,067 | $828.8K | 0.28% | −526−9.4% | Reduced |
| IMZ Advisory Inc | 4,413 | $828.1K | 0.45% | +4,413 | New |
| Norden Group LLC | 5,056 | $826.9K | 0.14% | −977−16.2% | Reduced |
| Washington Capital Management Inc | 5,040 | $824.3K | 0.71% | −1,770−26.0% | Reduced |
| Coombe, Bender & Co LLC | 5,036 | $823.8K | 0.52% | +242+5.0% | Added |
| Trust Co of the South | 5,036 | $823.6K | 0.22% | +5,036 | New |
| Jackson, Grant Investment Advisers, Inc. | 5,018 | $820.8K | 0.36% | +10+0.2% | Added |
| Mather Group, LLC. | 5,008 | $819.0K | 0.01% | +262+5.5% | Added |
| Financial Advocates Investment Management | 4,994 | $816.9K | 0.05% | −66−1.3% | Reduced |
| Prentice Wealth Management LLC | 4,993 | $816.6K | 0.32% | +100+2.0% | Added |
| Strategic Financial Services, Inc, | 4,992 | $816.4K | 0.06% | −211−4.1% | Reduced |
| Charles Schwab Trust Co | 4,950 | $809.6K | 0.08% | +1,102+28.6% | Added |
| Armstrong Henry H Associates Inc | 4,945 | $808.8K | 0.09% | −662−11.8% | Reduced |
| Heritage Financial Services, LLC | 4,942 | $808.3K | 0.14% | −56−1.1% | Reduced |
| Capstone Financial Advisors, Inc. | 4,941 | $808.2K | 0.06% | +133+2.8% | Added |
| Benjamin Edwards Inc | 4,934 | $807.0K | 0.18% | +774+18.6% | Added |
| Silver Oak Securities, Inc | 4,933 | $806.8K | 0.11% | +735+17.5% | Added |
| S. R. Schill & Associates | 4,931 | $806.5K | 0.36% | +209+4.4% | Added |
| Berkshire Bank | 4,931 | $806.5K | 0.21% | +786+19.0% | Added |
| Fairview Capital Investment Management, LLC | 4,928 | $806.0K | 0.05% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,986 | $805.2K | 0.24% | −262−5.0% | Reduced |
| Belvedere Trading LLC | 4,913 | $803.5K | 0.07% | −6,506−57.0% | Reduced |
| Addison Advisors LLC | 4,910 | $803.0K | 0.31% | +569+13.1% | Added |
| Register Financial Advisors LLC | 4,891 | $799.9K | 0.54% | −325−6.2% | Reduced |
| SFMG, LLC | 4,885 | $798.9K | 0.07% | −166−3.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,871 | $796.6K | 0.07% | +1,185+32.1% | Added |
| TrueWealth Advisors, LLC | 4,861 | $795.0K | 0.31% | +115+2.4% | Added |
| Sugarloaf Wealth Management, LLC | 4,854 | $793.8K | 0.19% | +100+2.1% | Added |
| Wealth Alliance Advisory Group, LLC | 4,847 | $792.7K | 0.21% | −195−3.9% | Reduced |
| Putnam Investments LLC | 4,835 | $790.8K | 0.00% | −32−0.7% | Reduced |
| Summit Financial, LLC | 4,832 | $790.3K | 0.05% | −361−7.0% | Reduced |
| Fiera Capital Corp | 4,770 | $780.1K | 0.00% | +4,770 | New |
| Beach Investment Counsel Inc | 4,752 | $777.0K | 0.10% | −302−6.0% | Reduced |
| Prepared Retirement Institute LLC | 4,744 | $775.8K | 0.58% | +4,744 | New |
| Claro Advisors LLC | 4,742 | $775.6K | 0.17% | −862−15.4% | Reduced |
| Pitcairn Co | 4,736 | $774.6K | 0.06% | −521−9.9% | Reduced |
| HBW Advisory Services LLC | 4,731 | $774.0K | 0.15% | −1,087−18.7% | Reduced |
| Hoxton Planning & Management, LLC | 4,729 | $773.0K | 0.41% | +147+3.2% | Added |
| Iron Financial, LLC | 4,707 | $769.9K | 0.44% | −212−4.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,693 | $767.5K | 0.08% | −61−1.3% | Reduced |