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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 1,737 | $284.1K | 0.34% | +2+0.1% | Added |
| CVA Family Office, LLC | 1,735 | $283.8K | 0.06% | +170+10.9% | Added |
| Cornerstone Wealth Group, LLC | 1,734 | $283.6K | 0.04% | +61+3.6% | Added |
| True Link Financial Advisors, LLC | 1,731 | $283.1K | 0.03% | +1,731 | New |
| Triune Financial Partners, LLC | 1,724 | $282.0K | 0.10% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,721 | $281.5K | 0.03% | +100+6.2% | Added |
| Cook Wealth Management Group LLC | 1,618 | $281.3K | 0.18% | +3+0.2% | Added |
| Fortune Financial Advisors, LLC | 1,716 | $280.7K | 0.20% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,713 | $280.2K | 0.17% | +1,713 | New |
| Morton Capital Management LLC | 1,710 | $279.7K | 0.08% | +54+3.3% | Added |
| Greatmark Investment Partners, Inc. | 1,709 | $279.5K | 0.04% | +50+3.0% | Added |
| Nottingham Advisors, Inc. | 1,702 | $278.4K | 0.04% | −876−34.0% | Reduced |
| Campbell Wealth Management | 1,698 | $278.0K | 0.03% | −3,285−65.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,696 | $277.4K | 0.01% | +1+0.1% | Added |
| Merriman Wealth Management, LLC | 1,695 | $277.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,695 | $277.2K | 0.08% | −400−19.1% | Reduced |
| Tempus Wealth Planning, LLC | 1,694 | $277.1K | 0.12% | −78−4.4% | Reduced |
| Wulff, Hansen & Co. | 1,694 | $277.1K | 0.31% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,694 | $277.1K | 0.07% | +1,300+329.9% | Added |
| Morris Retirement Advisors, LLC | 1,690 | $276.4K | 0.18% | −2,359−58.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,689 | $276.2K | 0.07% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,689 | $276.2K | 0.11% | −1,558−48.0% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,688 | $276.1K | 0.27% | +1,688 | New |
| Union Savings Bank | 1,688 | $276.1K | 0.16% | +183+12.2% | Added |
| Worth Asset Management, LLC | 1,683 | $275.3K | 0.20% | +1,683 | New |
| CM Wealth Advisors LLC | 1,683 | $275.3K | 0.12% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,683 | $275.3K | 0.04% | +1,683 | New |
| Fortress Wealth Group, LLC | 1,707 | $275.1K | 0.16% | 00.0% | Unchanged |
| First Interstate Bank | 1,680 | $274.8K | 0.02% | −120−6.7% | Reduced |
| High Falls Advisors, Inc | 1,680 | $274.7K | 0.07% | +6+0.4% | Added |
| O'Brien Wealth Partners LLC | 1,677 | $274.3K | 0.07% | +24+1.5% | Added |
| Stableford Capital II LLC | 1,690 | $274.1K | 0.12% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,674 | $274.0K | 0.07% | −758−31.2% | Reduced |
| Motco | 1,675 | $273.9K | 0.02% | 00.0% | Unchanged |
| TAP Consulting, LLC | 1,675 | $273.9K | 0.07% | −80−4.6% | Reduced |
| Liontrust Investment Partners LLP | 1,670 | $273.1K | 0.00% | −1,139−40.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,667 | $272.6K | 0.22% | −341−17.0% | Reduced |
| KC Investment Advisors, LLC | 1,667 | $272.6K | 0.16% | −260−13.5% | Reduced |
| Integris Wealth Management, LLC | 1,667 | $272.6K | 0.08% | +1,667 | New |
| Rock Point Advisors, LLC | 1,659 | $271.3K | 0.08% | −116−6.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,658 | $271.2K | 0.05% | +23+1.4% | Added |
| Atlas Private Wealth Advisors | 1,652 | $270.3K | 0.05% | −1,271−43.5% | Reduced |
| Carr Financial Group Corp | 1,648 | $269.5K | 0.10% | −130−7.3% | Reduced |
| Lloyd Advisory Services, LLC. | 1,648 | $269.5K | 0.13% | −4,385−72.7% | Reduced |
| Paragon Financial Partners, Inc. | 1,645 | $269.0K | 0.26% | −67−3.9% | Reduced |
| Main Street Research LLC | 1,644 | $268.9K | 0.02% | +1,644 | New |
| Trinity Wealth Management, LLC | 1,644 | $268.8K | 0.16% | 00.0% | Unchanged |
| Lee Financial Co | 1,642 | $268.6K | 0.05% | +32+2.0% | Added |
| Ascent Wealth Partners, LLC | 1,638 | $267.9K | 0.04% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,635 | $267.4K | 0.25% | −26−1.6% | Reduced |
| AJ Advisors, LLC | 1,635 | $267.4K | 0.16% | +15+0.9% | Added |
| LWM Advisory Services, LLC | 1,635 | $267.4K | 0.24% | 00.0% | Unchanged |
| Norway Savings Bank | 1,635 | $267.4K | 0.12% | +5+0.3% | Added |
| NWF Advisory Services Inc. | 1,633 | $267.2K | 0.05% | +75+4.8% | Added |
| Silver Coast Investments LLC | 1,632 | $266.9K | 0.12% | +1,632 | New |
| Integrity Financial Corp | 1,631 | $266.8K | 0.19% | −20−1.2% | Reduced |
| Leisure Capital Management | 1,629 | $266.4K | 0.14% | −451−21.7% | Reduced |
| Prosperity Wealth Management, Inc. | 1,628 | $266.3K | 0.17% | +100+6.5% | Added |
| Financial Network Wealth Advisors LLC | 1,625 | $265.8K | 0.28% | +1,625 | New |
| Resolute Wealth Strategies, LLC | 1,623 | $265.4K | 0.18% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,622 | $265.3K | 0.02% | +470+40.8% | Added |
| WR Wealth Planners, LLC | 1,621 | $265.1K | 0.10% | −19−1.2% | Reduced |
| Tower Wealth Partners, Inc. | 1,620 | $265.0K | 0.19% | +1,620 | New |
| Blodgett Wealth Advisors, LLC | 1,618 | $264.6K | 0.27% | −150−8.5% | Reduced |
| Willis Investment Counsel | 1,617 | $264.5K | 0.02% | +4+0.2% | Added |
| Prosperity Financial Group, Inc. | 1,614 | $264.0K | 0.18% | +1,614 | New |
| FSB Premier Wealth Management, Inc. | 1,613 | $263.8K | 0.13% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 1,613 | $263.8K | 0.13% | +1,613 | New |
| Mosaic Family Wealth Partners, LLC | 1,611 | $263.4K | 0.05% | −134−7.7% | Reduced |
| ERn Financial, LLC | 1,578 | $263.3K | 0.05% | −246−13.5% | Reduced |
| Oxford Financial Group Ltd | 1,605 | $262.5K | 0.02% | +100+6.6% | Added |
| Sittner & Nelson, LLC | 1,598 | $261.4K | 0.14% | −40−2.4% | Reduced |
| Latitude Advisors, LLC | 1,598 | $261.3K | 0.18% | −174−9.8% | Reduced |
| Annex Advisory Services, LLC | 1,592 | $260.4K | 0.01% | −2,731−63.2% | Reduced |
| Spartan Planning & Wealth Management | 1,580 | $258.4K | 0.28% | −362−18.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,579 | $258.2K | 0.23% | −100−6.0% | Reduced |
| Rebalance, LLC | 1,579 | $258.2K | 0.02% | +1,579 | New |
| Ashford Capital Management Inc | 1,576 | $257.8K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,575 | $257.5K | 0.05% | +108+7.4% | Added |
| Aurora Private Wealth, Inc. | 1,571 | $257.0K | 0.24% | +1,571 | New |
| Vertex Planning Partners, LLC | 1,570 | $256.8K | 0.08% | +1,570 | New |
| Embree Financial Group | 1,567 | $256.3K | 0.05% | +1,567 | New |
| Avalon Trust Co | 1,561 | $255.3K | 0.02% | +357+29.7% | Added |
| Cambridge Advisors Inc. | 1,560 | $255.1K | 0.06% | +41+2.7% | Added |
| WESPAC Advisors, LLC | 1,557 | $254.6K | 0.18% | +101+6.9% | Added |
| Lanham O'Dell & Company, Inc. | 1,552 | $253.8K | 0.18% | +126+8.8% | Added |
| Guardian Wealth Advisors, LLC | 1,550 | $253.5K | 0.04% | −215−12.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,546 | $252.8K | 0.07% | +1,546 | New |
| Pacific Sage Partners, LLC | 1,541 | $252.0K | 0.07% | +41+2.7% | Added |
| Abacus Wealth Partners, LLC | 1,540 | $251.9K | 0.04% | +17+1.1% | Added |
| Wescott Financial Advisory Group, LLC | 1,535 | $251.1K | 0.04% | +3+0.2% | Added |
| VeraBank, N.A. | 1,533 | $250.7K | 0.08% | +1,533 | New |
| Twin Lakes Capital Management, LLC | 1,531 | $250.4K | 0.17% | +5+0.3% | Added |
| Secure Asset Management, LLC | 1,523 | $249.0K | 0.07% | −5−0.3% | Reduced |
| Abbot Financial Management, Inc. | 1,520 | $248.6K | 0.15% | −125−7.6% | Reduced |
| Gray Wealth Management Inc. | 1,517 | $248.0K | 0.12% | −51−3.3% | Reduced |
| Fort Pitt Capital Group, LLC | 1,514 | $247.5K | 0.01% | −260−14.7% | Reduced |
| PFS Partners, LLC | 1,513 | $247.4K | 0.17% | −21−1.4% | Reduced |
| Versor Investments LP | 1,511 | $247.1K | 0.05% | +1,511 | New |
| Pineridge Advisors LLC | 1,508 | $246.6K | 0.08% | +1,508 | New |