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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 2,309 | $377.6K | 0.12% | 00.0% | Unchanged |
| Riverview Trust Co | 2,308 | $377.5K | 0.38% | +800+53.1% | Added |
| Summitry LLC | 2,298 | $375.8K | 0.02% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,283 | $373.4K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,280 | $372.8K | 0.13% | +29+1.3% | Added |
| Michael B. Yongue | 2,264 | $370.3K | 0.33% | +600+36.1% | Added |
| Rakuten Investment Management, Inc. | 2,256 | $369.4K | 0.00% | +2,256 | New |
| Northwest Financial Advisors | 2,259 | $369.4K | 0.31% | +2,259 | New |
| First Heartland Consultants, Inc. | 2,254 | $369.0K | 0.04% | −47−2.0% | Reduced |
| L.M. Kohn & Company | 2,255 | $368.8K | 0.12% | +52+2.4% | Added |
| Voya Financial Advisors, Inc. | 2,249 | $368.3K | 0.04% | −24−1.1% | Reduced |
| Investment Advisory Group, LLC | 2,247 | $367.5K | 0.17% | −88−3.8% | Reduced |
| Paulson Wealth Management Inc. | 2,247 | $367.5K | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,245 | $367.2K | 0.09% | +7+0.3% | Added |
| Fidelis Capital Partners, LLC | 2,245 | $367.1K | 0.08% | +539+31.6% | Added |
| LaSalle St. Investment Advisors, LLC | 2,243 | $366.9K | 0.25% | −809−26.5% | Reduced |
| Tiemann Investment Advisors, LLC | 2,240 | $366.4K | 0.18% | +265+13.4% | Added |
| Red Door Wealth Management, LLC | 2,223 | $363.6K | 0.08% | +172+8.4% | Added |
| Ethos Financial Group, LLC | 2,219 | $363.0K | 0.08% | −9−0.4% | Reduced |
| Lokken Investment Group LLC | 2,218 | $362.8K | 0.21% | +10.0% | Added |
| Cape Investment Advisory, Inc. | 2,204 | $360.4K | 0.18% | −16−0.7% | Reduced |
| Buffington Mohr McNeal | 2,200 | $359.8K | 0.07% | −75−3.3% | Reduced |
| AlTi Global, Inc. | 2,195 | $359.0K | 0.01% | +2,195 | New |
| Carolinas Wealth Consulting LLC | 9,422 | $358.9K | 0.08% | +50+0.5% | Added |
| Childress Capital Advisors, LLC | 2,186 | $357.6K | 0.11% | +20+0.9% | Added |
| Pasadena Private Wealth, LLC | 2,182 | $356.9K | 0.09% | +2,182 | New |
| Southland Equity Partners LLC | 2,181 | $356.7K | 0.11% | +46+2.2% | Added |
| Optas, LLC | 2,177 | $356.1K | 0.11% | +165+8.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,172 | $355.2K | 0.03% | +956+78.6% | Added |
| Schmidt P J Investment Management Inc | 1,895 | $355.2K | 0.07% | −2,560−57.5% | Reduced |
| Peak Asset Management, LLC | 2,171 | $355.1K | 0.08% | −88−3.9% | Reduced |
| Cohen & Steers, Inc. | 2,169 | $355.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 2,169 | $355.0K | 0.02% | +493+29.4% | Added |
| Stonebrook Private Inc. | 2,167 | $354.4K | 0.12% | +2,167 | New |
| Northern Oak Wealth Management Inc | 2,166 | $354.3K | 0.04% | −575−21.0% | Reduced |
| Alpha Family Trust | 2,165 | $354.1K | 0.24% | +2,165 | New |
| Guardian Wealth Advisors, LLC | 2,163 | $353.8K | 0.25% | −19−0.9% | Reduced |
| FIL Ltd | 2,163 | $353.8K | 0.00% | −43,730−95.3% | Reduced |
| Broderick Brian C | 2,162 | $353.6K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,161 | $353.4K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,159 | $353.1K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 2,159 | $353.1K | 0.07% | +10+0.5% | Added |
| Baker Boyer National Bank | 2,153 | $352.1K | 0.13% | −1,722−44.4% | Reduced |
| MSH Capital Advisors LLC | 2,152 | $352.0K | 0.13% | −436−16.8% | Reduced |
| Platte River Wealth Advisors, LLC | 2,150 | $351.6K | 0.12% | −159−6.9% | Reduced |
| Jump Financial, LLC | 2,149 | $351.5K | 0.01% | −1,218−36.2% | Reduced |
| Progressive Investment Management Corp | 2,149 | $351.5K | 0.10% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,147 | $351.2K | 0.03% | −95−4.2% | Reduced |
| Knott David M Jr | 2,142 | $350.0K | 0.13% | 00.0% | Unchanged |
| Insight 2811, Inc. | 2,135 | $349.2K | 0.19% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,134 | $349.0K | 0.01% | +511+31.5% | Added |
| Tealwood Asset Management Inc | 2,125 | $348.0K | 0.17% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,123 | $347.2K | 0.12% | +350+19.7% | Added |
| Pinnacle Bancorp, Inc. | 2,119 | $346.6K | 0.11% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,117 | $346.2K | 0.01% | +2,117 | New |
| Rosenberg Matthew Hamilton | 2,115 | $346.0K | 0.11% | −27−1.3% | Reduced |
| Retirement Investment Advisors, Inc. | 2,112 | $345.4K | 0.05% | −2,108−50.0% | Reduced |
| AllSquare Wealth Management LLC | 2,109 | $345.0K | 0.21% | 00.0% | Unchanged |
| EHP Funds Inc. | 2,100 | $343.5K | 0.17% | −300−12.5% | Reduced |
| Birchcreek Wealth Management, LLC | 2,097 | $342.9K | 0.21% | +163+8.4% | Added |
| Davis Investment Partners, LLC | 2,131 | $342.6K | 0.17% | +17+0.8% | Added |
| Mattern Wealth Management LLC | 2,093 | $342.3K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,092 | $342.1K | 0.07% | −20−0.9% | Reduced |
| Wintrust Investments LLC | 2,093 | $342.0K | 0.03% | +2,093 | New |
| KPP Advisory Services LLC | 2,091 | $342.0K | 0.30% | −596−22.2% | Reduced |
| RS Crum Inc. | 2,089 | $341.7K | 0.11% | +9+0.4% | Added |
| First Foundation Advisors | 2,087 | $341.4K | 0.02% | −2,690−56.3% | Reduced |
| Key Financial Inc | 2,087 | $341.3K | 0.09% | −5−0.2% | Reduced |
| Marietta Wealth Management, LLC | 2,076 | $339.5K | 0.06% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,074 | $339.2K | 0.05% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,849 | $339.2K | 0.08% | −15−0.8% | Reduced |
| Teza Capital Management LLC | 2,067 | $338.1K | 0.06% | −31,015−93.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,058 | $336.6K | 0.31% | +2,058 | New |
| OMNI 360 Wealth, Inc. | 2,056 | $336.3K | 0.31% | +2,056 | New |
| Chelsea Counsel Co | 2,055 | $336.1K | 0.18% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,044 | $334.3K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,041 | $333.8K | 0.31% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,040 | $333.6K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,037 | $333.2K | 0.03% | +65+3.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $333.0K | 0.04% | +2,036 | New |
| PSI Advisors, LLC | 2,033 | $332.4K | 0.12% | +164+8.8% | Added |
| Grandfield & Dodd, LLC | 2,032 | $332.3K | 0.02% | −500−19.7% | Reduced |
| Shotwell Rutter Baer Inc | 1,997 | $331.0K | 0.32% | +1,997 | New |
| Financial Management Network Inc | 2,077 | $330.6K | 0.10% | −98−4.5% | Reduced |
| BOS Asset Management, LLC | 2,019 | $330.2K | 0.23% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 2,016 | $329.8K | 0.14% | +20+1.0% | Added |
| Truepoint, Inc. | 2,016 | $329.7K | 0.01% | +213+11.8% | Added |
| CAP Partners, LLC | 2,015 | $329.5K | 0.33% | +2,015 | New |
| Calamos Wealth Management LLC | 2,007 | $328.2K | 0.02% | +55+2.8% | Added |
| Lazari Capital Management, Inc. | 2,005 | $327.9K | 0.19% | −114−5.4% | Reduced |
| Kowal Investment Group, LLC | 2,004 | $327.7K | 0.08% | +64+3.3% | Added |
| Hyperion Partners, LLC | 2,002 | $327.5K | 0.26% | +3+0.2% | Added |
| Ergawealth Advisors, Inc. | 2,000 | $327.1K | 0.20% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,000 | $327.1K | 0.25% | +2,000 | New |
| Sterling Investment Counsel, LLC | 1,997 | $326.6K | 0.17% | +225+12.7% | Added |
| Great Diamond Partners, LLC | 1,991 | $325.6K | 0.08% | +98+5.2% | Added |
| NFP Retirement, Inc. | 1,988 | $325.2K | 0.06% | +2+0.1% | Added |
| One Capital Management, LLC | 1,988 | $325.1K | 0.01% | −80−3.9% | Reduced |
| Financial Advisors, LLC | 1,986 | $324.8K | 0.07% | −2,948−59.7% | Reduced |
| Wrapmanager Inc | 1,985 | $324.6K | 0.10% | −65−3.2% | Reduced |