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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 1,983 | $324.3K | 0.25% | +1,983 | New |
| Foster Victor Wealth Advisors, LLC | 2,010 | $323.9K | 0.03% | +5+0.2% | Added |
| Private Wealth Strategies, L.L.C. | 1,979 | $323.7K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,978 | $323.4K | 0.04% | +315+18.9% | Added |
| Centric Wealth Management | 1,763 | $323.4K | 0.11% | +20+1.1% | Added |
| Eldridge Investment Advisors, Inc. | 1,974 | $323.0K | 0.08% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 1,968 | $321.9K | 0.19% | +1,968 | New |
| Fort, L.P. | 1,967 | $321.7K | 0.80% | −116−5.6% | Reduced |
| Ellis Investment Partners, LLC | 1,966 | $321.5K | 0.07% | −80−3.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,965 | $321.0K | 0.02% | +53+2.8% | Added |
| Gunn & Co Investment Management, Inc. | 1,965 | $321.0K | 0.02% | +1,965 | New |
| Prentiss Smith & Co Inc | 1,960 | $320.6K | 0.24% | +232+13.4% | Added |
| McIlrath & Eck, LLC | 1,953 | $319.4K | 0.06% | −164−7.7% | Reduced |
| Arbor Investment Advisors, LLC | 1,950 | $318.9K | 0.05% | −1,001−33.9% | Reduced |
| Almanack Investment Partners, LLC. | 1,946 | $318.3K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,944 | $317.9K | 0.03% | −210−9.7% | Reduced |
| Phoenix Wealth Advisors | 1,965 | $317.3K | 0.22% | −75−3.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,934 | $316.3K | 0.08% | +6+0.3% | Added |
| Vantage Consulting Group Inc | 1,929 | $315.5K | 0.21% | −292−13.1% | Reduced |
| Whalerock Point Partners, LLC | 1,926 | $315.0K | 0.10% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,925 | $314.8K | 0.07% | 00.0% | Unchanged |
| W Advisors, LLC | 1,923 | $314.5K | 0.23% | +234+13.9% | Added |
| GW Henssler & Associates Ltd | 1,922 | $314.3K | 0.02% | −335−14.8% | Reduced |
| Seven Mile Advisory | 1,920 | $314.1K | 0.27% | +92+5.0% | Added |
| Brand Asset Management Group, Inc. | 1,919 | $313.9K | 0.14% | +8+0.4% | Added |
| Values Added Financial LLC | 1,919 | $313.9K | 0.26% | +27+1.4% | Added |
| Arden Trust Co | 1,919 | $313.9K | 0.05% | +250+15.0% | Added |
| Cambridge Financial Group, LLC | 1,916 | $313.4K | 0.16% | +1,916 | New |
| Towercrest Capital Management | 1,914 | $313.0K | 0.06% | +9+0.5% | Added |
| Syverson Strege & Co | 1,909 | $312.3K | 0.12% | −25−1.3% | Reduced |
| Enterprise Bank & Trust Co | 1,907 | $311.9K | 0.11% | +1,907 | New |
| Lyell Wealth Management, LP | 1,906 | $311.7K | 0.04% | +1,906 | New |
| Mosley Wealth Management | 1,905 | $311.6K | 0.31% | +1,905 | New |
| Capital Counsel LLC | 1,900 | $310.7K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,898 | $310.5K | 0.13% | −138−6.8% | Reduced |
| Pensionmark Financial Group, LLC | 1,895 | $309.9K | 0.04% | +1,895 | New |
| Van Cleef Asset Management,Inc | 1,892 | $309.4K | 0.04% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,889 | $308.9K | 0.01% | +18+1.0% | Added |
| Silvia McColl Wealth Management, LLC | 1,885 | $308.3K | 0.28% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,884 | $308.1K | 0.05% | +1,884 | New |
| Camden Capital, LLC | 1,883 | $308.0K | 0.03% | +126+7.2% | Added |
| Salomon & Ludwin, LLC | 2,190 | $307.3K | 0.03% | 00.0% | Unchanged |
| Citizens Business Bank | 1,876 | $306.8K | 0.07% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,875 | $306.7K | 0.14% | +69+3.8% | Added |
| Camden National Bank | 1,874 | $306.5K | 0.06% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 1,870 | $305.9K | 0.25% | −91−4.6% | Reduced |
| Apriem Advisors | 1,869 | $305.7K | 0.04% | +157+9.2% | Added |
| Capital Markets Trading UK LLP | 1,864 | $305.0K | 0.23% | −7,325−79.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,861 | $305.0K | 0.04% | −330−15.1% | Reduced |
| Highland Capital Management, LLC | 1,861 | $304.4K | 0.02% | −2,200−54.2% | Reduced |
| Community Bank of Raymore | 1,860 | $304.2K | 0.13% | −100−5.1% | Reduced |
| First Dallas Securities Inc. | 1,850 | $303.0K | 0.16% | +1,850 | New |
| Etfidea, LLC | 1,850 | $302.6K | 0.11% | +55+3.1% | Added |
| Wealthquest Corp | 1,847 | $302.1K | 0.03% | −1,641−47.0% | Reduced |
| First Business Financial Services, Inc. | 1,843 | $301.4K | 0.04% | −127−6.4% | Reduced |
| Keb Asset Management, LLC | 1,843 | $301.4K | 0.11% | +314+20.5% | Added |
| Palisade Capital Management LLC | 1,838 | $300.6K | 0.01% | +100+5.8% | Added |
| MCF Advisors LLC | 1,836 | $300.3K | 0.02% | +153+9.1% | Added |
| Keebeck Alpha, LP | 1,833 | $299.8K | 0.24% | +1,833 | New |
| Clarity Wealth Advisors, LLC | 1,832 | $299.6K | 0.11% | +1,832 | New |
| Evanson Asset Management, LLC | 1,832 | $299.6K | 0.03% | −157−7.9% | Reduced |
| Summit Wealth Partners, LLC | 1,830 | $299.3K | 0.07% | −1,753−48.9% | Reduced |
| Narus Financial Partners, LLC | 1,826 | $298.7K | 0.14% | +242+15.3% | Added |
| Meridian Financial, LLC | 1,824 | $298.3K | 0.23% | −50−2.7% | Reduced |
| Gradient Capital Advisors, LLC | 1,824 | $298.3K | 0.11% | +41+2.3% | Added |
| Financial Symmetry Inc | 1,822 | $298.0K | 0.29% | +1,822 | New |
| Miller Investment Management, LP | 1,822 | $298.0K | 0.04% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,820 | $297.7K | 0.19% | −780−30.0% | Reduced |
| Bridgeworth, LLC | 1,818 | $297.3K | 0.03% | +246+15.6% | Added |
| M&R Capital Management Inc | 1,809 | $295.9K | 0.07% | +11+0.6% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,804 | $295.1K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Group | 1,802 | $294.8K | 0.04% | +120+7.1% | Added |
| Commonwealth Financial Services, LLC | 1,799 | $294.2K | 0.07% | −44−2.4% | Reduced |
| Triangle Securities Wealth Management | 1,797 | $293.9K | 0.09% | +1+0.1% | Added |
| Central Bank & Trust Co | 1,794 | $293.4K | 0.05% | −17−0.9% | Reduced |
| Sabal Trust CO | 1,788 | $292.4K | 0.02% | −1,117−38.5% | Reduced |
| Wedge Capital Management L L P | 1,787 | $292.3K | 0.01% | +26+1.5% | Added |
| Pacifica Partners Inc. | 1,810 | $292.1K | 0.14% | +195+12.1% | Added |
| Flynn Zito Capital Management, LLC | 1,780 | $291.1K | 0.20% | +10+0.6% | Added |
| McCollum Christoferson Group LLC | 1,779 | $291.0K | 0.09% | +300+20.3% | Added |
| Beacon Financial Strategies CORP | 1,778 | $290.8K | 0.23% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,774 | $290.1K | 0.07% | −125−6.6% | Reduced |
| Mascoma Wealth Management LLC | 1,773 | $290.0K | 0.09% | +1+0.1% | Added |
| Security National Bank | 1,773 | $290.0K | 0.07% | +128+7.8% | Added |
| Middleton & Co Inc | 1,772 | $289.8K | 0.04% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,769 | $289.3K | 0.12% | +4+0.2% | Added |
| Clear Harbor Asset Management, LLC | 1,768 | $289.2K | 0.03% | +101+6.1% | Added |
| Authentikos Wealth Advisory, LLC | 1,757 | $287.4K | 0.30% | −19−1.1% | Reduced |
| HCR Wealth Advisors | 1,754 | $286.9K | 0.05% | +216+14.0% | Added |
| Oakworth Capital, Inc. | 1,753 | $286.7K | 0.02% | −625−26.3% | Reduced |
| Planning Center, Inc. | 1,750 | $286.2K | 0.07% | −82−4.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,750 | $286.2K | 0.24% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,749 | $286.0K | 0.12% | −53−2.9% | Reduced |
| Ellenbecker Investment Group | 1,751 | $286.0K | 0.07% | +10+0.6% | Added |
| Pioneer Trust Bank N A | 1,748 | $285.9K | 0.09% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 1,746 | $285.6K | 0.33% | +1,746 | New |
| Horizon Wealth Management, LLC | 1,743 | $285.0K | 0.08% | −222−11.3% | Reduced |
| Carolina Wealth Advisors, LLC | 1,742 | $284.9K | 0.15% | +82+4.9% | Added |
| KFA Private Wealth Group, LLC | 1,741 | $284.8K | 0.10% | +1,741 | New |
| Continuum Wealth Advisors, LLC | 1,737 | $284.2K | 0.18% | −30−1.7% | Reduced |