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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 3,027 | $495.0K | 0.44% | +77+2.6% | Added |
| Nemes Rush Group LLC | 3,024 | $494.6K | 0.08% | −401−11.7% | Reduced |
| Engrave Wealth Partners LLC | 3,022 | $494.2K | 0.14% | +39+1.3% | Added |
| BIP Wealth, LLC | 3,019 | $493.8K | 0.04% | +160+5.6% | Added |
| Abacus Planning Group, Inc. | 3,013 | $492.8K | 0.10% | +140+4.9% | Added |
| Sandy Cove Advisors, LLC | 3,009 | $492.2K | 0.25% | +353+13.3% | Added |
| Cullen Investment Group, Ltd. | 3,003 | $491.1K | 0.09% | +3,003 | New |
| Callahan Advisors, LLC | 2,995 | $489.8K | 0.06% | −10−0.3% | Reduced |
| DLK Investment Management, LLC | 2,994 | $489.7K | 0.22% | +2,994 | New |
| Buckhead Capital Management LLC | 2,992 | $489.3K | 0.18% | 00.0% | Unchanged |
| Libra Wealth LLC | 2,992 | $489.3K | 0.24% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,989 | $488.8K | 0.05% | +995+49.9% | Added |
| Opinicus Capital, Inc. | 2,979 | $487.2K | 0.50% | +2,979 | New |
| Journey Advisory Group, LLC | 2,971 | $485.9K | 0.07% | +830+38.8% | Added |
| Allstate Corp | 2,966 | $485.1K | 0.03% | +31+1.1% | Added |
| Meitav Dash Investments Ltd | 2,959 | $484.5K | 0.01% | −112−3.6% | Reduced |
| Howard Financial Services, Ltd. | 2,958 | $483.7K | 0.09% | +815+38.0% | Added |
| Navis Wealth Advisors, LLC | 2,951 | $482.6K | 0.63% | −40−1.3% | Reduced |
| MB, Levis & Associates, LLC | 2,947 | $481.9K | 0.28% | +15+0.5% | Added |
| First Affirmative Financial Network | 2,946 | $481.9K | 0.38% | +318+12.1% | Added |
| Professional Advisory Services Inc | 2,933 | $480.0K | 0.07% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,932 | $480.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,918 | $477.0K | 0.16% | +212+7.8% | Added |
| Formidable Asset Management, LLC | 2,916 | $476.8K | 0.10% | −292−9.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,915 | $476.7K | 0.14% | 00.0% | Unchanged |
| DMG Group, LLC | 2,914 | $476.6K | 0.45% | −131−4.3% | Reduced |
| Aberdeen Wealth Management LLC | 2,909 | $475.8K | 0.35% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,908 | $475.6K | 0.06% | +2,908 | New |
| Bank of Stockton | 2,771 | $475.2K | 0.16% | +461+20.0% | Added |
| Sepio Capital, LP | 2,902 | $474.7K | 0.04% | +879+43.5% | Added |
| HTLF Bank | 2,897 | $473.8K | 0.06% | +2,897 | New |
| Cooper/Haims Advisors, LLC | 2,895 | $473.5K | 0.27% | −120−4.0% | Reduced |
| Warwick Investment Management, Inc. | 2,891 | $472.8K | 0.14% | +245+9.3% | Added |
| Tritonpoint Wealth, LLC | 2,890 | $472.7K | 0.05% | +2,890 | New |
| Greenwood Gearhart Inc | 2,888 | $472.3K | 0.05% | −398−12.1% | Reduced |
| Sachetta, LLC | 2,886 | $472.0K | 0.22% | +2,886 | New |
| Colonial River Wealth Management, LLC | 2,879 | $470.9K | 0.28% | −1,839−39.0% | Reduced |
| Orion Capital Management LLC | 2,879 | $470.9K | 0.28% | −300−9.4% | Reduced |
| Morris Financial Concepts, Inc. | 2,872 | $469.7K | 0.27% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,871 | $469.5K | 0.16% | +5+0.2% | Added |
| Planning Alternatives Ltd | 2,869 | $469.3K | 0.08% | −90−3.0% | Reduced |
| Smith, Moore & Co. | 2,864 | $468.4K | 0.06% | −934−24.6% | Reduced |
| BlueCrest Capital Management Ltd | 2,864 | $468.4K | 0.08% | −1,564−35.3% | Reduced |
| ICA Group Wealth Management, LLC | 2,857 | $467.3K | 0.10% | +405+16.5% | Added |
| Ategra Capital Management, LLC | 2,853 | $466.6K | 0.21% | −2,028−41.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,844 | $465.2K | 0.16% | −12−0.4% | Reduced |
| One Charles Private Wealth Services, LLC | 2,839 | $464.3K | 0.25% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,831 | $463.1K | 0.08% | −222−7.3% | Reduced |
| Johnson & White Wealth Management, LLC | 2,823 | $462.0K | 0.38% | +2,823 | New |
| Armstrong Advisory Group, Inc | 2,825 | $462.0K | 0.04% | +10.0% | Added |
| Apella Capital, LLC | 2,869 | $461.5K | 0.03% | −138−4.6% | Reduced |
| Thomasville National Bank | 2,812 | $459.9K | 0.04% | +737+35.5% | Added |
| Weaver Consulting Group | 2,811 | $459.7K | 0.19% | −100−3.4% | Reduced |
| Country Trust Bank | 2,811 | $459.7K | 0.01% | +328+13.2% | Added |
| Breakwater Capital Group | 2,659 | $459.6K | 0.13% | +65+2.5% | Added |
| Fruth Investment Management | 2,797 | $457.0K | 0.13% | −25−0.9% | Reduced |
| Hemington Wealth Management | 2,797 | $457.0K | 0.18% | +635+29.4% | Added |
| Northstar Advisory Group, LLC | 2,781 | $454.8K | 0.27% | +10.0% | Added |
| Virtue Capital Management, LLC | 2,838 | $452.2K | 0.09% | −724−20.3% | Reduced |
| Independence Bank of Kentucky | 2,763 | $451.9K | 0.16% | −1,516−35.4% | Reduced |
| Magnus Financial Group LLC | 2,761 | $451.6K | 0.06% | −150−5.2% | Reduced |
| Howard Capital Management Group, LLC | 2,761 | $451.6K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,760 | $451.4K | 0.15% | −70−2.5% | Reduced |
| Private Capital Management LLC | 2,756 | $450.7K | 0.11% | −230−7.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,754 | $450.4K | 0.05% | −1,366−33.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,749 | $449.6K | 0.32% | −15−0.5% | Reduced |
| West Family Investments, Inc. | 2,736 | $447.5K | 0.15% | +194+7.6% | Added |
| Angeles Wealth Management, LLC | 2,735 | $447.3K | 0.05% | +657+31.6% | Added |
| MBM Wealth Consultants, LLC | 2,389 | $446.9K | 0.17% | −261−9.8% | Reduced |
| Alpha Cubed Investments, LLC | 2,730 | $446.5K | 0.02% | −826−23.2% | Reduced |
| Provident Wealth Management, LLC | 2,722 | $445.2K | 0.20% | +200+7.9% | Added |
| LM Advisors LLC | 2,720 | $444.9K | 0.09% | +2,720 | New |
| Astoria Portfolio Advisors LLC. | 2,425 | $444.8K | 0.18% | +2,425 | New |
| Brown, Lisle/Cummings, Inc. | 2,701 | $441.7K | 0.16% | +75+2.9% | Added |
| Eagle Capital Management LLC | 2,700 | $441.6K | 0.00% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,698 | $441.3K | 0.07% | +19+0.7% | Added |
| Fulton Breakefield Broenniman LLC | 2,697 | $441.1K | 0.04% | +212+8.5% | Added |
| SOA Wealth Advisors, LLC. | 2,694 | $440.6K | 0.10% | +11+0.4% | Added |
| Lewis Asset Management, LLC | 2,691 | $440.1K | 0.40% | +2,691 | New |
| TriaGen Wealth Management LLC | 2,680 | $438.3K | 0.21% | −4−0.1% | Reduced |
| Windsor Capital Management, LLC | 2,676 | $437.7K | 0.14% | +152+6.0% | Added |
| Grey Street Capital, LLC | 2,675 | $437.5K | 0.21% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,672 | $437.1K | 0.24% | +4+0.1% | Added |
| Spirit of America Management Corp | 2,668 | $436.4K | 0.10% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,648 | $433.1K | 0.46% | −1,102−29.4% | Reduced |
| Francis Financial, Inc. | 2,642 | $432.1K | 0.19% | +201+8.2% | Added |
| Aigen Investment Management, LP | 2,639 | $431.6K | 0.08% | +2,639 | New |
| Waterway Wealth Management, LLC | 2,638 | $431.4K | 0.18% | +2,638 | New |
| Partners Capital Investment Group, LLP | 2,637 | $431.3K | 0.01% | +784+42.3% | Added |
| Magnolia Capital Management Ltd | 2,637 | $431.0K | 0.39% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,623 | $429.0K | 0.49% | +196+8.1% | Added |
| BlueSky Wealth Advisors, LLC | 2,622 | $428.8K | 0.08% | +25+1.0% | Added |
| ARS Investment Partners, LLC | 2,621 | $428.7K | 0.05% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,621 | $428.7K | 0.02% | +43+1.7% | Added |
| WMG Financial Advisors, LLC | 2,618 | $428.2K | 0.28% | −604−18.7% | Reduced |
| West Michigan Advisors, LLC | 2,608 | $426.5K | 0.16% | +621+31.3% | Added |
| Chatham Capital Group, Inc. | 2,605 | $426.0K | 0.09% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,600 | $425.3K | 0.36% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,600 | $425.2K | 0.12% | −800−23.5% | Reduced |
| Tortoise Investment Management, LLC | 2,597 | $424.8K | 0.06% | +10.0% | Added |