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 |
|---|---|---|---|---|---|
| True Vision MN LLC | 3,899 | $637.7K | 0.51% | +3,899 | New |
| Gilbert & Cook, Inc. | 3,892 | $636.5K | 0.09% | +101+2.7% | Added |
| SignalPoint Asset Management, LLC | 3,893 | $636.0K | 0.19% | −103−2.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,888 | $635.9K | 0.04% | +168+4.5% | Added |
| Lebenthal Global Advisors, LLC | 3,884 | $635.2K | 0.15% | −386−9.0% | Reduced |
| Congress Park Capital LLC | 3,863 | $631.8K | 0.31% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 3,860 | $631.3K | 0.06% | −2,424−38.6% | Reduced |
| Capital Advisors, Ltd. LLC | 3,859 | $631.0K | 0.09% | −12−0.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,855 | $630.5K | 0.36% | −100−2.5% | Reduced |
| Verus Financial Partners, Inc. | 3,357 | $629.2K | 0.08% | +3,357 | New |
| Roof Eidam & Maycock | 3,845 | $628.9K | 0.19% | −2,152−35.9% | Reduced |
| TCG Advisory Services, LLC | 3,833 | $626.8K | 0.04% | −126−3.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 3,800 | $621.5K | 0.29% | +276+7.8% | Added |
| Reliant Investment Management, LLC | 3,800 | $621.5K | 0.32% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 3,792 | $620.2K | 0.57% | +10+0.3% | Added |
| First Command Advisory Services, Inc. | 3,792 | $620.2K | 0.01% | +325+9.4% | Added |
| Hengehold Capital Management LLC | 3,789 | $619.8K | 0.07% | −94−2.4% | Reduced |
| Landmark Financial Advisors, LLC | 3,787 | $619.4K | 0.22% | +25+0.7% | Added |
| Firestone Capital Management | 3,786 | $619.2K | 0.19% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,786 | $619.2K | 0.16% | +3,786 | New |
| Waddell & Associates, LLC | 3,879 | $618.9K | 0.08% | −2,120−35.3% | Reduced |
| First United Bank Trust | 3,770 | $616.6K | 0.25% | +812+27.5% | Added |
| Sawyer & Company, Inc | 3,764 | $616.0K | 0.27% | −1,555−29.2% | Reduced |
| Pure Financial Advisors, Inc. | 3,766 | $615.9K | 0.02% | +2,280+153.4% | Added |
| Sax Wealth Advisors, LLC | 3,759 | $614.8K | 0.10% | −758−16.8% | Reduced |
| OneAscent Financial Services LLC | 3,756 | $614.0K | 0.08% | +1,433+61.7% | Added |
| Tilt Investment Management Holdings, PBC | 3,744 | $612.3K | 0.66% | −1,057−22.0% | Reduced |
| Valmark Advisers, Inc. | 3,740 | $611.7K | 0.01% | −96−2.5% | Reduced |
| Planned Solutions, Inc. | 3,738 | $611.4K | 0.29% | +51+1.4% | Added |
| Everett Harris & Co | 3,707 | $606.3K | 0.01% | −290−7.3% | Reduced |
| PDS Planning, Inc | 3,704 | $605.8K | 0.07% | −229−5.8% | Reduced |
| Harbour Trust & Investment Management Co | 3,704 | $605.8K | 0.09% | +3,704 | New |
| Weil Company, Inc. | 3,702 | $605.4K | 0.27% | +10.0% | Added |
| McAdam, LLC | 3,690 | $603.5K | 0.04% | −152−4.0% | Reduced |
| Greenfield Savings Bank | 3,681 | $602.0K | 0.35% | 00.0% | Unchanged |
| Rinkey Investments | 3,675 | $601.0K | 0.24% | +3,675 | New |
| Mountain Pacific Investment Advisers Inc | 3,672 | $600.6K | 0.04% | −50−1.3% | Reduced |
| Zions Bancorporation, N.A. | 3,672 | $600.6K | 0.04% | −14−0.4% | Reduced |
| Smart Portfolios, LLC | 3,225 | $600.4K | 0.70% | +3,225 | New |
| CoreFirst Bank & Trust | 3,666 | $599.6K | 0.40% | −724−16.5% | Reduced |
| Lafayette Investments, Inc. | 3,659 | $598.4K | 0.15% | −331−8.3% | Reduced |
| Capasso Planning Partners LLC | 3,648 | $596.6K | 0.28% | +8+0.2% | Added |
| Fort Point Capital Partners LLC | 3,647 | $596.5K | 0.09% | +5+0.1% | Added |
| Conning Inc. | 3,636 | $594.7K | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 3,630 | $593.7K | 0.01% | −50−1.4% | Reduced |
| Quent Capital, LLC | 3,630 | $593.6K | 0.08% | +56+1.6% | Added |
| Cornerstone Advisors Asset Management, LLC | 3,628 | $593.4K | 0.22% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,596 | $588.1K | 0.51% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,595 | $588.0K | 0.24% | +23+0.6% | Added |
| MBL Wealth, LLC | 3,592 | $587.5K | 0.07% | +1,574+78.0% | Added |
| Lindbrook Capital, LLC | 3,589 | $587.0K | 0.06% | +338+10.4% | Added |
| First Financial Bankshares Inc | 3,588 | $586.8K | 0.01% | +3,588 | New |
| Sovereign Financial Group, Inc. | 3,578 | $585.1K | 0.18% | −371−9.4% | Reduced |
| Eads & Heald Wealth Management | 3,571 | $584.0K | 0.28% | −19−0.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,573 | $584.0K | 0.28% | +66+1.9% | Added |
| Oldfather Financial Services, LLC | 3,567 | $583.4K | 0.26% | 00.0% | Unchanged |
| Cutler Group LP | 3,565 | $583.0K | 0.08% | −11,027−75.6% | Reduced |
| SNS Financial Group, LLC | 3,565 | $583.0K | 0.07% | −922−20.5% | Reduced |
| Selway Asset Management | 3,550 | $580.6K | 0.24% | 00.0% | Unchanged |
| Gs Investments, Inc. | 3,550 | $580.6K | 0.30% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,545 | $579.8K | 0.07% | +939+36.0% | Added |
| WBH Advisory Inc | 3,515 | $574.9K | 0.06% | −116−3.2% | Reduced |
| Telos Capital Management, Inc. | 3,512 | $574.4K | 0.07% | −171−4.6% | Reduced |
| Somerville Kurt F | 3,512 | $574.4K | 0.11% | 00.0% | Unchanged |
| SMART Wealth LLC | 3,510 | $574.1K | 0.31% | +82+2.4% | Added |
| Boit C F David | 3,584 | $573.8K | 0.32% | +88+2.5% | Added |
| Wealthsource Partners, LLC | 3,507 | $573.6K | 0.04% | −435−11.0% | Reduced |
| Wallace Advisory Group, LLC | 4,088 | $573.5K | 0.45% | +95+2.4% | Added |
| Wealth Quarterback LLC | 3,504 | $573.1K | 0.35% | −312−8.2% | Reduced |
| First Personal Financial Services | 3,504 | $573.1K | 0.14% | −40−1.1% | Reduced |
| State Farm Mutual Automobile Insurance Co | 3,500 | $572.4K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $572.4K | 0.10% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,497 | $571.9K | 0.07% | −166−4.5% | Reduced |
| Bedel Financial Consulting, Inc. | 3,494 | $571.4K | 0.10% | −5−0.1% | Reduced |
| Modern Wealth Management, LLC | 3,493 | $571.3K | 0.07% | +3,493 | New |
| First National Corp | 3,474 | $568.1K | 0.14% | −26−0.7% | Reduced |
| LCNB Corp | 3,460 | $565.9K | 0.22% | −50−1.4% | Reduced |
| Bank of Hawaii | 3,460 | $565.9K | 0.03% | +129+3.9% | Added |
| Stokes Family Office, LLC | 3,451 | $564.5K | 0.08% | −2,871−45.4% | Reduced |
| LMG Wealth Partners, LLC | 3,439 | $562.4K | 0.16% | −145−4.0% | Reduced |
| Norris Perne & French LLP | 3,436 | $562.0K | 0.04% | +85+2.5% | Added |
| Gradient Investments LLC | 3,426 | $560.3K | 0.01% | −299−8.0% | Reduced |
| Centaurus Financial, Inc. | 3,422 | $560.0K | 0.04% | −2−0.1% | Reduced |
| Quotient Wealth Partners, LLC | 3,420 | $559.3K | 0.02% | +3,420 | New |
| Inceptionr LLC | 3,415 | $558.5K | 0.40% | −779−18.6% | Reduced |
| Trinity Legacy Partners, LLC | 3,403 | $556.6K | 0.18% | −120−3.4% | Reduced |
| Earnest Partners LLC | 3,399 | $555.9K | 0.00% | −23−0.7% | Reduced |
| RMR Wealth Builders | 3,399 | $555.9K | 0.08% | +24+0.7% | Added |
| Auxano Advisors, LLC | 3,398 | $555.7K | 0.19% | +156+4.8% | Added |
| Olistico Wealth, LLC | 3,388 | $554.1K | 0.43% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,378 | $552.5K | 0.04% | +49+1.5% | Added |
| Burford Brothers, Inc. | 3,375 | $552.0K | 0.39% | +3,375 | New |
| Howe & Rusling Inc | 3,367 | $550.7K | 0.06% | +552+19.6% | Added |
| McDaniel Terry & Co | 3,365 | $550.0K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 3,362 | $549.8K | 0.14% | +7+0.2% | Added |
| Integrated Investment Consultants, LLC | 3,360 | $549.5K | 0.17% | −36−1.1% | Reduced |
| Kendall Capital Management | 3,359 | $549.4K | 0.21% | −294−8.0% | Reduced |
| Bouchey Financial Group Ltd | 3,357 | $549.0K | 0.06% | −227−6.3% | Reduced |
| Vicus Capital | 3,349 | $547.8K | 0.06% | +178+5.6% | Added |
| Boston Trust Walden Corp | 3,347 | $547.4K | 0.00% | −290−8.0% | Reduced |