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 |
|---|---|---|---|---|---|
| Sonoma Private Wealth LLC | 1,505 | $246.1K | 0.41% | −758−33.5% | Reduced |
| Eastern Bank | 1,504 | $246.0K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,751 | $245.7K | 0.02% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,500 | $245.3K | 0.11% | −200−11.8% | Reduced |
| New South Capital Management Inc | 1,500 | $245.3K | 0.01% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 1,500 | $245.3K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,500 | $245.3K | 0.13% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,500 | $245.3K | 0.13% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,500 | $245.3K | 0.24% | +1,500 | New |
| Landaas & Co | 1,497 | $245.0K | 0.09% | −22−1.4% | Reduced |
| Moseley Investment Management Inc | 1,496 | $244.7K | 0.14% | +1,496 | New |
| Punch & Associates Investment Management, Inc. | 1,492 | $244.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,490 | $244.0K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,490 | $243.7K | 0.04% | +1,490 | New |
| Guerra Pan Advisors, LLC | 1,488 | $243.4K | 0.23% | −25−1.7% | Reduced |
| Advisory Resource Group | 1,488 | $243.4K | 0.06% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 1,487 | $243.3K | 0.11% | −41−2.7% | Reduced |
| Trademark Financial Management, LLC | 1,487 | $243.2K | 0.18% | +1,487 | New |
| Seed Wealth Management, Inc. | 1,504 | $242.9K | 0.25% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,477 | $241.6K | 0.12% | +3+0.2% | Added |
| Campion Asset Management LLC | 1,475 | $241.2K | 0.20% | +1,475 | New |
| Revolve Wealth Partners, LLC | 1,474 | $241.1K | 0.05% | +14+1.0% | Added |
| Primoris Wealth Advisors, LLC | 1,472 | $240.7K | 0.23% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,470 | $240.4K | 0.12% | +1,470 | New |
| Eagle Bluffs Wealth Management LLC | 1,469 | $240.3K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,468 | $240.0K | 0.12% | +14+1.0% | Added |
| Destination Wealth Management | 1,465 | $239.6K | 0.01% | −1,959−57.2% | Reduced |
| Fountainhead AM, LLC | 1,464 | $239.5K | 0.07% | +37+2.6% | Added |
| Girard Partners Ltd. | 1,462 | $239.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,703 | $238.9K | 0.07% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,460 | $238.8K | 0.06% | +1,460 | New |
| Well Done, LLC | 1,456 | $238.1K | 0.05% | +19+1.3% | Added |
| Matrix Asset Advisors Inc | 1,455 | $238.0K | 0.03% | +1,455 | New |
| Vista Investment Partners LLC | 1,453 | $237.6K | 0.09% | +1,453 | New |
| Intrepid Capital Management Inc | 1,453 | $237.6K | 0.16% | +79+5.7% | Added |
| Rice Partnership, LLC | 1,453 | $237.6K | 0.06% | −395−21.4% | Reduced |
| Kapitalo Investimentos Ltda | 1,452 | $237.5K | 0.05% | +1,097+309.0% | Added |
| Strategic Advocates LLC | 1,450 | $237.2K | 0.10% | −171−10.5% | Reduced |
| Diamant Asset Management, Inc. | 1,450 | $237.1K | 0.18% | −300−17.1% | Reduced |
| Legacy Bridge, LLC | 1,448 | $236.8K | 0.15% | −447−23.6% | Reduced |
| WealthBridge Capital Management, LLC | 1,447 | $236.7K | 0.09% | −21−1.4% | Reduced |
| Stephenson National Bank & Trust | 1,443 | $236.0K | 0.12% | 00.0% | Unchanged |
| Stevard, LLC | 1,443 | $236.0K | 0.23% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,441 | $235.7K | 0.02% | +1,441 | New |
| Wealth Advisors of Iowa, LLC | 1,437 | $235.0K | 0.16% | +1,437 | New |
| Raab & Moskowitz Asset Management LLC | 1,420 | $232.3K | 0.07% | −90−6.0% | Reduced |
| IMS Capital Management | 1,418 | $231.9K | 0.11% | −60−4.1% | Reduced |
| Consolidated Planning Corp | 1,417 | $231.8K | 0.04% | +1,417 | New |
| AlphaCore Capital LLC | 1,413 | $231.1K | 0.03% | −49−3.4% | Reduced |
| Sivia Capital Partners, LLC | 1,409 | $230.5K | 0.18% | +1,409 | New |
| Alliance Wealth Management Group | 1,405 | $229.8K | 0.07% | +1,405 | New |
| GoalFusion Wealth Management, LLC | 1,403 | $229.5K | 0.16% | +1,403 | New |
| International Private Wealth Advisors LLC | 1,402 | $229.3K | 0.23% | +1,402 | New |
| First PREMIER Bank | 1,397 | $229.0K | 0.06% | −10−0.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,400 | $229.0K | 0.10% | +1,400 | New |
| Foundation Resource Management Inc | 1,399 | $228.8K | 0.04% | −50−3.5% | Reduced |
| Channel Wealth LLC | 1,399 | $228.8K | 0.11% | +1,399 | New |
| Rockbridge Investment Management, LCC | 1,393 | $227.8K | 0.03% | +1,393 | New |
| Vantage Financial Partners, LLC | 1,392 | $227.7K | 0.07% | +1,392 | New |
| Trueblood Wealth Management, LLC | 1,390 | $227.3K | 0.14% | +1,390 | New |
| Liberty Capital Management, Inc. | 1,387 | $226.8K | 0.06% | +1,387 | New |
| TNF LLC | 1,211 | $226.6K | 0.09% | +1,211 | New |
| Coppell Advisory Solutions LLC | 1,384 | $226.4K | 0.05% | +689+99.1% | Added |
| S&T Bank | 1,382 | $226.0K | 0.04% | +1,382 | New |
| Phillips Wealth Planners LLC | 1,354 | $225.9K | 0.27% | +1,354 | New |
| Sterling Manor Financial, LLC | 1,381 | $225.9K | 0.19% | +1,381 | New |
| Planning Capital Management Corp | 1,376 | $225.1K | 0.18% | +1,376 | New |
| Dechtman Wealth Management, LLC | 1,376 | $225.0K | 0.06% | +1,376 | New |
| ABLE Financial Group, LLC | 1,374 | $224.7K | 0.10% | −2,972−68.4% | Reduced |
| Kooman & Associates | 1,372 | $224.4K | 0.10% | +1,372 | New |
| Cim, LLC | 1,217 | $224.3K | 0.03% | +1,217 | New |
| EverSource Wealth Advisors, LLC | 1,370 | $224.1K | 0.02% | +23+1.7% | Added |
| Frisch Financial Group, Inc. | 1,369 | $224.0K | 0.08% | −188−12.1% | Reduced |
| Loomis Sayles & Co L P | 1,367 | $224.0K | 0.00% | −92−6.3% | Reduced |
| Benedict Financial Advisors Inc | 1,369 | $223.9K | 0.06% | +1,369 | New |
| Blue Barn Wealth, LLC | 1,367 | $223.6K | 0.13% | −583−29.9% | Reduced |
| Beck Capital Management, LLC | 1,366 | $223.4K | 0.08% | +1,366 | New |
| Lincoln Capital Corp | 1,365 | $223.2K | 0.11% | +1,365 | New |
| Quantum Financial Advisors, LLC | 1,358 | $222.2K | 0.05% | −408−23.1% | Reduced |
| Asset Management Group, Inc. | 1,357 | $221.9K | 0.04% | +1,357 | New |
| Skyline Advisors, Inc. | 1,355 | $221.7K | 0.11% | +1,355 | New |
| Kathmere Capital Management, LLC | 1,355 | $221.6K | 0.03% | −824−37.8% | Reduced |
| Schiavi & Co LLC | 1,351 | $221.0K | 0.09% | +1,351 | New |
| United Bank | 1,346 | $220.1K | 0.12% | −529−28.2% | Reduced |
| Syon Capital LLC | 1,346 | $220.1K | 0.02% | +1,346 | New |
| Sollinda Capital Management LLC | 1,346 | $220.1K | 0.06% | +1,346 | New |
| Bank Ozk | 1,345 | $220.0K | 0.11% | +1,345 | New |
| Spectrum Wealth Counsel, LLC | 1,342 | $219.5K | 0.03% | +1,342 | New |
| Boyd Wealth Management, LLC | 1,333 | $218.0K | 0.14% | +1,333 | New |
| Concentric Wealth Management, LLC | 1,328 | $217.1K | 0.06% | +1,328 | New |
| Greater Midwest Financial Group, LLC | 1,327 | $217.0K | 0.15% | +1,327 | New |
| Kohmann Bosshard Financial Services, LLC | 1,326 | $216.9K | 0.03% | +1,326 | New |
| SJS Investment Consulting Inc. | 1,324 | $216.5K | 0.05% | +1,130+582.5% | Added |
| Cypress Wealth Services, LLC | 1,322 | $216.3K | 0.05% | −144−9.8% | Reduced |
| RB Capital Management, LLC | 1,320 | $215.9K | 0.06% | +1,320 | New |
| Richardson Financial Services Inc. | 1,315 | $215.1K | 0.19% | +1,315 | New |
| Maia Wealth LLC | 1,314 | $214.9K | 0.09% | +1,314 | New |
| Chemung Canal Trust Co | 1,314 | $214.9K | 0.04% | +1,314 | New |
| Lincoln Capital LLC | 1,312 | $214.6K | 0.05% | +1,312 | New |
| Woodstock Corp | 1,312 | $214.6K | 0.02% | −325−19.9% | Reduced |