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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 2,582 | $422.4K | 0.08% | 00.0% | Unchanged |
| Cedrus LLC | 2,581 | $422.2K | 0.26% | −517−16.7% | Reduced |
| Human Investing LLC | 2,579 | $421.8K | 0.09% | −801−23.7% | Reduced |
| Oarsman Capital, Inc. | 2,577 | $421.5K | 0.11% | +321+14.2% | Added |
| Curbstone Financial Management Corp | 2,574 | $421.0K | 0.10% | +2,574 | New |
| Fenimore Asset Management Inc | 2,573 | $420.8K | 0.01% | −1,617−38.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,568 | $420.0K | 0.05% | +70+2.8% | Added |
| Genesee Capital Advisors, LLC | 2,566 | $419.7K | 0.26% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,554 | $417.6K | 0.07% | +5+0.2% | Added |
| Boyd Watterson Asset Management LLC | 2,551 | $417.3K | 0.16% | −5−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 2,550 | $417.1K | 0.23% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,555 | $417.0K | 0.28% | −21−0.8% | Reduced |
| Lakeside Advisors, INC. | 2,545 | $416.2K | 0.29% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 2,544 | $416.1K | 0.18% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,543 | $416.0K | 0.02% | +840+49.3% | Added |
| CKW Financial Group | 2,537 | $415.0K | 0.06% | +15+0.6% | Added |
| Gillespie Robinson & Grimm Inc | 2,537 | $414.9K | 0.04% | −6−0.2% | Reduced |
| Acropolis Investment Management, LLC | 2,534 | $414.5K | 0.03% | +35+1.4% | Added |
| Pacific Global Investment Management CO | 2,528 | $413.5K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,527 | $413.3K | 0.03% | −149−5.6% | Reduced |
| Optimum Investment Advisors | 2,526 | $413.1K | 0.21% | −451−15.1% | Reduced |
| Finer Wealth Management, Inc. | 2,524 | $412.9K | 0.31% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,523 | $412.6K | 0.24% | −624−19.8% | Reduced |
| KFG Wealth Management, LLC | 2,514 | $411.1K | 0.19% | −39−1.5% | Reduced |
| Per Stirling Capital Management, LLC. | 2,511 | $410.7K | 0.08% | +61+2.5% | Added |
| Monograph Wealth Advisors, LLC | 2,511 | $410.6K | 0.07% | +160+6.8% | Added |
| Lodestar Private Asset Management LLC | 2,510 | $410.5K | 0.06% | +4+0.2% | Added |
| Trillium Asset Management, LLC | 2,508 | $410.0K | 0.01% | −18−0.7% | Reduced |
| Birinyi Associates Inc | 2,508 | $410.0K | 0.15% | +3+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,505 | $409.7K | 0.19% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,503 | $409.4K | 0.06% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 2,500 | $408.9K | 0.00% | −700−21.9% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $408.9K | 0.01% | −2−0.1% | Reduced |
| RK Capital Management, LLC | 2,500 | $408.9K | 0.19% | +2,500 | New |
| 626 Financial, LLC | 2,499 | $408.7K | 0.27% | −344−12.1% | Reduced |
| Eagle Strategies LLC | 2,488 | $406.9K | 0.09% | +23+0.9% | Added |
| New Potomac Partners, LLC | 2,485 | $406.5K | 0.24% | +2,485 | New |
| D. Scott Neal, Inc. | 2,481 | $405.8K | 0.36% | −4−0.2% | Reduced |
| Smartleaf Asset Management LLC | 2,516 | $405.3K | 0.11% | +2,516 | New |
| ABN AMRO Bank N.V. | 2,465 | $404.9K | 0.01% | +2,465 | New |
| Builder Investment Group Inc | 2,475 | $404.8K | 0.15% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 2,471 | $404.2K | 0.17% | +2,471 | New |
| US Asset Management LLC | 2,469 | $404.0K | 0.40% | +2,469 | New |
| Kesler, Norman & Wride, LLC | 2,467 | $403.5K | 0.09% | −352−12.5% | Reduced |
| Coastline Trust Co | 2,465 | $403.2K | 0.05% | −98−3.8% | Reduced |
| Austin Private Wealth, LLC | 2,463 | $402.8K | 0.05% | −47−1.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,462 | $402.7K | 0.26% | −148−5.7% | Reduced |
| KG&L Capital Management,LLC | 2,467 | $402.6K | 0.17% | −108−4.2% | Reduced |
| Spears Abacus Advisors LLC | 2,460 | $402.3K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,459 | $402.2K | 0.16% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,458 | $402.0K | 0.14% | +2,458 | New |
| Arnhold LLC | 2,456 | $401.7K | 0.04% | −105−4.1% | Reduced |
| Park Edge Advisors, LLC | 2,454 | $401.4K | 0.14% | −3,418−58.2% | Reduced |
| Benedetti & Gucer, Inc. | 2,451 | $400.9K | 0.21% | +327+15.4% | Added |
| Southern Capital Advisors, LLC | 2,450 | $400.7K | 0.28% | +2+0.1% | Added |
| MPS Loria Financial Planners, LLC | 2,446 | $400.1K | 0.14% | +41+1.7% | Added |
| Armbruster Capital Management, Inc. | 2,444 | $399.7K | 0.09% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 2,441 | $399.2K | 0.47% | +31+1.3% | Added |
| Keystone Financial Group | 2,434 | $398.1K | 0.07% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,434 | $398.1K | 0.23% | +2,434 | New |
| Advance Capital Management, Inc. | 2,431 | $397.5K | 0.03% | +7+0.3% | Added |
| Walkner Condon Financial Advisors LLC | 2,428 | $397.1K | 0.09% | +276+12.8% | Added |
| Woodmont Investment Counsel LLC | 2,422 | $396.1K | 0.04% | +630+35.2% | Added |
| United Asset Strategies, Inc. | 2,416 | $395.2K | 0.04% | +2,416 | New |
| Humankind Investments LLC | 2,416 | $395.1K | 0.12% | −225−8.5% | Reduced |
| Onefund, LLC | 2,416 | $395.1K | 0.51% | +2,416 | New |
| Facet Wealth, Inc. | 2,154 | $395.1K | 0.02% | −24−1.1% | Reduced |
| Brendel Financial Advisors LLC | 2,417 | $395.0K | 0.26% | +2,417 | New |
| West Bancorporation Inc | 2,415 | $395.0K | 0.25% | −36−1.5% | Reduced |
| Holistic Financial Partners | 2,410 | $394.2K | 0.24% | +285+13.4% | Added |
| MeadowBrook Investment Advisors LLC | 2,410 | $394.2K | 0.38% | +2,410 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,407 | $393.7K | 0.05% | +5+0.2% | Added |
| Larson Financial Group LLC | 2,404 | $393.1K | 0.03% | −339−12.4% | Reduced |
| McGuire Investment Group, LLC | 2,403 | $393.0K | 0.07% | −946−28.2% | Reduced |
| FSM Wealth Advisors, LLC | 2,401 | $392.8K | 0.17% | +29+1.2% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $392.5K | 0.03% | −12−0.5% | Reduced |
| Alta Advisers Ltd | 2,400 | $392.5K | 0.21% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $392.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 2,392 | $391.2K | 0.21% | +127+5.6% | Added |
| Future Financial Wealth Managment LLC | 2,385 | $390.0K | 0.39% | +4+0.2% | Added |
| WealthShield Partners, LLC | 2,384 | $390.0K | 0.06% | −132−5.2% | Reduced |
| Journey Strategic Wealth LLC | 2,369 | $387.5K | 0.02% | −90−3.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,366 | $387.0K | 0.08% | −111−4.5% | Reduced |
| Am Investment Strategies LLC | 2,358 | $386.0K | 0.11% | +3+0.1% | Added |
| Gryphon Financial Partners LLC | 2,394 | $385.7K | 0.07% | +147+6.5% | Added |
| Ballast Advisors LLC | 2,354 | $385.0K | 0.14% | −684−22.5% | Reduced |
| Five Oceans Advisors | 2,354 | $385.0K | 0.22% | +44+1.9% | Added |
| Sterling Financial Planning, Inc. | 2,353 | $384.9K | 0.17% | +230+10.8% | Added |
| Quadrant Private Wealth Management, LLC | 2,352 | $384.7K | 0.11% | −300−11.3% | Reduced |
| Novare Capital Management LLC | 2,351 | $384.5K | 0.04% | +14+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 2,351 | $384.5K | 0.10% | +43+1.9% | Added |
| Retirement Income Solutions, Inc | 2,351 | $384.5K | 0.10% | +150+6.8% | Added |
| Independent Investors Inc | 2,350 | $384.3K | 0.09% | −700−23.0% | Reduced |
| Financial Security Advisor, Inc. | 2,346 | $383.7K | 0.15% | +61+2.7% | Added |
| Rowland & Co Investment Counsel | 2,345 | $383.5K | 0.09% | 00.0% | Unchanged |
| NBW Capital LLC | 2,342 | $383.0K | 0.08% | −486−17.2% | Reduced |
| Koss-Olinger Consulting, LLC | 2,321 | $380.0K | 0.04% | −108−4.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,321 | $379.7K | 0.09% | +89+4.0% | Added |
| Burns J W & Co Inc | 2,321 | $379.6K | 0.06% | −125−5.1% | Reduced |
| Aviance Capital Partners, LLC | 2,321 | $379.6K | 0.08% | 00.0% | Unchanged |