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 |
|---|---|---|---|---|---|
| Blossom Wealth Management | 4,691 | $767.2K | 2.07% | −38−0.8% | Reduced |
| AdvisorNet Financial, Inc | 4,688 | $766.8K | 0.07% | +155+3.4% | Added |
| Intrua Financial, LLC | 4,679 | $765.2K | 0.12% | +759+19.4% | Added |
| Weatherly Asset Management L. P. | 4,672 | $764.1K | 0.08% | −195−4.0% | Reduced |
| Cultivar Capital, Inc. | 4,653 | $761.0K | 0.67% | +4,653 | New |
| CRA Financial Services, LLC | 4,651 | $760.7K | 0.19% | +641+16.0% | Added |
| Copperwynd Financial, LLC | 4,648 | $760.1K | 0.30% | +6+0.1% | Added |
| Proathlete Wealth Management LLC | 4,647 | $760.1K | 0.45% | +4,647 | New |
| Liberty Wealth Management LLC | 4,631 | $757.0K | 0.16% | −56−1.2% | Reduced |
| Headinvest, LLC | 4,619 | $755.4K | 0.16% | −1,200−20.6% | Reduced |
| Prosperity Consulting Group, LLC | 4,615 | $754.7K | 0.25% | +819+21.6% | Added |
| DF Dent & Co Inc | 4,614 | $754.6K | 0.01% | +220+5.0% | Added |
| Clear Creek Financial Management, LLC | 4,621 | $753.8K | 0.12% | −818−15.0% | Reduced |
| Perennial Investment Advisors, LLC | 4,606 | $753.3K | 0.13% | +86+1.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,699 | $752.2K | 0.49% | +26+0.6% | Added |
| Boston Research & Management Inc | 4,603 | $752.0K | 0.20% | 00.0% | Unchanged |
| GTS Securities LLC | 4,596 | $751.7K | 0.02% | +2,193+91.3% | Added |
| Legacy Advisors, LLC | 4,588 | $750.4K | 0.10% | −622−11.9% | Reduced |
| Intergy Private Wealth, LLC | 4,586 | $750.0K | 0.32% | −20.0% | Reduced |
| Manchester Financial Inc | 4,583 | $749.5K | 0.21% | −28−0.6% | Reduced |
| Powell Investment Advisors, LLC | 4,579 | $748.9K | 0.41% | +3+0.1% | Added |
| BluePath Capital Management, LLC | 4,631 | $746.7K | 0.66% | +384+9.0% | Added |
| NCM Capital Management, LLC | 4,551 | $744.3K | 0.45% | 00.0% | Unchanged |
| Port Capital LLC | 4,547 | $744.0K | 0.04% | −62−1.3% | Reduced |
| Norris Financial Group, LLC | 4,525 | $740.1K | 0.45% | −768−14.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,523 | $739.7K | 0.19% | −812−15.2% | Reduced |
| Ti-Trust, Inc | 4,522 | $739.6K | 0.65% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,508 | $737.3K | 0.13% | −32−0.7% | Reduced |
| Capital Management Associates | 4,500 | $736.0K | 0.94% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,492 | $734.7K | 0.32% | +36+0.8% | Added |
| Lauterbach Financial Advisors, LLC | 4,483 | $733.2K | 0.51% | +208+4.9% | Added |
| Legacy Capital Group California, Inc. | 4,479 | $732.5K | 0.28% | −20−0.4% | Reduced |
| Certified Advisory Corp | 4,464 | $730.1K | 0.11% | −169−3.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,461 | $729.6K | 0.10% | +70+1.6% | Added |
| Walter & Keenan Financial Consulting Co | 4,460 | $729.4K | 0.26% | −35−0.8% | Reduced |
| Tradition Wealth Management, LLC | 4,455 | $729.0K | 0.08% | +18+0.4% | Added |
| Sage Advisors, LLC | 4,457 | $728.9K | 0.72% | +4,457 | New |
| IFG Advisory, LLC | 4,452 | $728.3K | 0.05% | −17,281−79.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,420 | $722.9K | 0.20% | +35+0.8% | Added |
| Stewart & Patten Co LLC | 4,411 | $721.4K | 0.11% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,408 | $720.8K | 0.44% | +7+0.2% | Added |
| Paradigm Capital Management Inc | 4,400 | $719.6K | 0.04% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 4,393 | $718.5K | 0.54% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 4,391 | $718.1K | 0.18% | +4,391 | New |
| Penbrook Management LLC | 4,390 | $718.0K | 0.48% | +140+3.3% | Added |
| Heritage Wealth Advisors | 4,382 | $716.7K | 0.04% | +210+5.0% | Added |
| City State Bank | 4,374 | $715.0K | 0.36% | −104−2.3% | Reduced |
| Amplius Wealth Advisors, LLC | 4,342 | $710.2K | 0.09% | +46+1.1% | Added |
| Lake Street Advisors Group, LLC | 4,322 | $706.8K | 0.04% | +4,322 | New |
| Geller Advisors LLC | 4,321 | $706.7K | 0.07% | −218−4.8% | Reduced |
| Bank of New Hampshire | 4,318 | $706.2K | 0.20% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,307 | $704.4K | 0.05% | +931+27.6% | Added |
| Cranbrook Wealth Management, LLC | 4,259 | $696.6K | 0.19% | −832−16.3% | Reduced |
| Investment House LLC | 4,225 | $691.0K | 0.05% | +150+3.7% | Added |
| Wealth Dimensions Group, Ltd. | 4,224 | $690.9K | 0.22% | −194−4.4% | Reduced |
| Everhart Financial Group, Inc. | 4,197 | $686.4K | 0.24% | +310+8.0% | Added |
| GeoWealth Management, LLC | 4,191 | $685.0K | 0.06% | +2,178+108.2% | Added |
| MTM Investment Management, LLC | 4,177 | $683.1K | 0.31% | +322+8.4% | Added |
| Invictus Private Wealth, LLC | 4,169 | $681.8K | 0.07% | −29−0.7% | Reduced |
| Edgestream Partners, L.P. | 4,156 | $679.7K | 0.05% | −11,526−73.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,154 | $679.3K | 0.30% | +8+0.2% | Added |
| Virtus Investment Advisers, Inc. | 4,153 | $679.2K | 0.51% | +1,520+57.7% | Added |
| City Holding Co | 4,150 | $678.7K | 0.11% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 4,148 | $678.4K | 0.53% | −86−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 4,136 | $676.4K | 0.11% | 00.0% | Unchanged |
| Arvest Trust Co N A | 4,125 | $674.6K | 0.04% | +4,125 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,125 | $674.6K | 0.09% | +13+0.3% | Added |
| Abbrea Capital, LLC | 4,122 | $674.0K | 0.10% | +450+12.3% | Added |
| Stephens Consulting, LLC | 4,114 | $672.9K | 0.23% | −465−10.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,110 | $672.2K | 0.40% | −210−4.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,104 | $671.2K | 0.13% | +13+0.3% | Added |
| Osborne Partners Capital Management, LLC | 4,084 | $667.9K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,079 | $667.1K | 0.29% | +24+0.6% | Added |
| StrategIQ Financial Group, LLC | 4,077 | $666.8K | 0.08% | +66+1.6% | Added |
| Colonial Trust Co | 4,060 | $664.0K | 0.14% | +336+9.0% | Added |
| Tyche Wealth Partners LLC | 4,057 | $663.5K | 0.16% | +4,057 | New |
| Washington Trust Bank | 4,057 | $663.5K | 0.06% | −35−0.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,054 | $663.1K | 0.27% | +4,054 | New |
| Investment Partners, Ltd. | 4,027 | $658.6K | 0.32% | −413−9.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,021 | $657.6K | 0.17% | +306+8.2% | Added |
| Northeast Financial Consultants Inc | 4,014 | $656.5K | 0.04% | +149+3.9% | Added |
| Telemus Capital, LLC | 4,013 | $656.3K | 0.05% | −180−4.3% | Reduced |
| King Wealth | 4,012 | $656.0K | 0.13% | −23−0.6% | Reduced |
| Signature Wealth Management Partners, LLC | 4,006 | $655.2K | 0.57% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,000 | $654.2K | 0.00% | −553,400−99.3% | Reduced |
| YHB Investment Advisors, Inc. | 3,994 | $653.3K | 0.06% | −4−0.1% | Reduced |
| Wimmer Associates 1, LLC | 3,980 | $650.9K | 0.37% | +167+4.4% | Added |
| apricus wealth, LLC | 3,980 | $650.9K | 0.50% | +3,980 | New |
| Oak Harbor Wealth Partners, LLC | 3,977 | $650.4K | 0.22% | −11,995−75.1% | Reduced |
| Clark Capital Management Group, Inc. | 3,972 | $649.6K | 0.01% | −1,298−24.6% | Reduced |
| Mezzasalma Advisors, LLC | 3,972 | $649.6K | 0.35% | −24−0.6% | Reduced |
| Eagle Bay Advisors LLC | 3,970 | $649.2K | 0.41% | −437−9.9% | Reduced |
| Desjardins Global Asset Management Inc. | 3,940 | $644.4K | 0.07% | +54+1.4% | Added |
| Pallas Capital Advisors LLC | 3,940 | $644.4K | 0.03% | +432+12.3% | Added |
| Soltis Investment Advisors LLC | 3,934 | $643.4K | 0.07% | −28,797−88.0% | Reduced |
| Archer Investment Corp | 3,927 | $642.3K | 0.21% | +5+0.1% | Added |
| LifeGuide Financial Advisors, LLC | 3,912 | $639.8K | 0.34% | +20+0.5% | Added |
| Sound Financial Strategies Group, LLC | 3,910 | $639.5K | 0.54% | −2,483−38.8% | Reduced |
| TrinityPoint Wealth, LLC | 3,909 | $639.3K | 0.12% | +428+12.3% | Added |
| New Hampshire Trust | 3,901 | $638.0K | 0.15% | 00.0% | Unchanged |