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 |
|---|---|---|---|---|---|
| New World Advisors LLC | 1,310 | $214.3K | 0.07% | +1,310 | New |
| Florida Financial Advisors, LLC | 1,505 | $213.9K | 0.20% | +1,505 | New |
| Zimmermann Investment Management & Planning LLC | 1,307 | $213.8K | 0.09% | +1,307 | New |
| Mill Creek Capital Advisors, LLC | 1,304 | $213.3K | 0.01% | −220−14.4% | Reduced |
| MA Private Wealth | 1,303 | $213.1K | 0.05% | +1,303 | New |
| Mairs & Power Inc | 1,302 | $212.9K | 0.00% | +1,302 | New |
| Castleview Partners, LLC | 1,302 | $212.9K | 0.15% | +401+44.5% | Added |
| Blankinship & Foster, LLC | 1,299 | $212.5K | 0.06% | +1,299 | New |
| Thrive Capital Management, LLC | 1,298 | $212.3K | 0.11% | +1,298 | New |
| New Republic Capital, LLC | 1,298 | $212.3K | 0.15% | +1,298 | New |
| Dash Acquisitions Inc. | 1,315 | $212.0K | 0.08% | +1,315 | New |
| First International Bank & Trust | 1,293 | $211.5K | 0.08% | −1,084−45.6% | Reduced |
| Willow Creek Wealth Management Inc. | 1,292 | $211.3K | 0.03% | +1,292 | New |
| Boyar Asset Management Inc. | 1,288 | $210.6K | 0.16% | −504−28.1% | Reduced |
| Private Ocean, LLC | 1,285 | $210.2K | 0.02% | +3+0.2% | Added |
| Diversified, LLC | 1,281 | $209.6K | 0.05% | +1,281 | New |
| waypoint wealth counsel | 1,278 | $209.0K | 0.18% | −165−11.4% | Reduced |
| Financial Advisory Group | 1,278 | $209.0K | 0.04% | +1,278 | New |
| Kingdom Financial Group LLC. | 1,278 | $209.0K | 0.18% | +1,278 | New |
| Aprio Wealth Management, LLC | 1,277 | $208.9K | 0.05% | +1,277 | New |
| Taylor Financial Group, Inc. | 1,275 | $208.5K | 0.17% | +1,275 | New |
| LifeSteps Financial, Inc. | 1,275 | $208.5K | 0.18% | +1,275 | New |
| American Planning Services, Inc. | 1,273 | $208.1K | 0.16% | +1,273 | New |
| Chickasaw Capital Management LLC | 1,271 | $208.0K | 0.01% | +1,271 | New |
| Fifth Third Wealth Advisors LLC | 1,270 | $207.7K | 0.07% | +1,270 | New |
| Semus Wealth Partners LLC | 1,268 | $207.4K | 0.17% | +1,268 | New |
| MainStreet Investment Advisors LLC | 1,268 | $207.4K | 0.02% | −486−27.7% | Reduced |
| Lockerman Financial Group, Inc. | 1,261 | $206.2K | 0.48% | +1,261 | New |
| Single Point Partners, LLC | 1,257 | $206.0K | 0.05% | +1,257 | New |
| Tucker Asset Management LLC | 1,259 | $205.9K | 0.05% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,259 | $205.9K | 0.06% | +1,259 | New |
| Northwest Wealth Management, LLC | 1,258 | $205.8K | 0.06% | +1,258 | New |
| Meadow Creek Wealth Advisors LLC | 1,248 | $204.1K | 0.20% | +1,248 | New |
| NavPoint Financial, Inc. | 1,247 | $203.9K | 0.19% | +1,247 | New |
| Aspire Capital Advisors LLC | 1,246 | $203.8K | 0.08% | +1,246 | New |
| Two Sigma Securities, LLC | 1,242 | $203.1K | 0.01% | −2,137−63.2% | Reduced |
| Prostatis Group LLC | 1,242 | $203.1K | 0.08% | −5,494−81.6% | Reduced |
| Horizon Bancorp Inc | 1,240 | $203.0K | 0.10% | +12+1.0% | Added |
| Holland Advisory Services, Inc. | 1,238 | $202.5K | 0.23% | −976−44.1% | Reduced |
| Signet Financial Management, LLC | 1,236 | $202.2K | 0.03% | +1,236 | New |
| Coston, McIsaac & Partners | 1,239 | $202.0K | 0.07% | +7+0.6% | Added |
| Balboa Wealth Partners | 1,235 | $202.0K | 0.07% | −827−40.1% | Reduced |
| Howard Capital Management Inc. | 1,235 | $202.0K | 0.02% | +1,235 | New |
| GLOBALT Investments LLC | 1,235 | $202.0K | 0.01% | +1,235 | New |
| RFP Financial Group LLC | 1,233 | $201.7K | 0.08% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,231 | $201.3K | 0.08% | −728−37.2% | Reduced |
| Northwest Capital Management Inc | 1,230 | $201.1K | 0.07% | +59+5.0% | Added |
| Linden Thomas Advisory Services, LLC | 1,229 | $201.0K | 0.04% | +1,229 | New |
| Luts & Greenleigh Group, Inc | 1,227 | $200.7K | 0.25% | +1,227 | New |
| Johnson Bixby & Associates, LLC | 1,223 | $200.0K | 0.04% | +1,223 | New |
| Canton Hathaway, LLC | 1,221 | $200.0K | 0.06% | +1,000+452.5% | Added |
| Front Row Advisors LLC | 1,200 | $196.3K | 0.09% | −100−7.7% | Reduced |
| Rakuten Securities, Inc. | 1,197 | $195.8K | 0.15% | +1,197 | New |
| Hollencrest Capital Management | 1,193 | $195.2K | 0.02% | +45+3.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,193 | $195.1K | 0.09% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,182 | $193.3K | 0.05% | +12+1.0% | Added |
| FSA Wealth Management LLC | 1,183 | $193.0K | 0.09% | +1,183 | New |
| Q3 Asset Management | 1,158 | $189.0K | 0.05% | +1,158 | New |
| Semmax Financial Advisors Inc. | 1,016 | $188.4K | 0.07% | +5+0.5% | Added |
| Founders Capital Management | 1,150 | $188.1K | 0.14% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,132 | $185.1K | 0.12% | +1,132 | New |
| Bruce G. Allen Investments, LLC | 1,114 | $182.2K | 0.17% | +1,114 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,115 | $182.0K | 0.08% | +150+15.5% | Added |
| Colonial Trust Advisors | 1,107 | $181.1K | 0.02% | −585−34.6% | Reduced |
| Rocky Mountain Advisers, LLC | 1,100 | $179.9K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,090 | $178.3K | 0.08% | +1,090 | New |
| HHM Wealth Advisors, LLC | 1,086 | $177.6K | 0.03% | +190+21.2% | Added |
| Pflug Koory, LLC | 1,074 | $175.7K | 0.09% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,060 | $173.4K | 0.07% | +10+1.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,053 | $172.2K | 0.05% | +1,053 | New |
| Jamison Private Wealth Management, Inc. | 1,043 | $170.6K | 0.03% | +8+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,043 | $170.6K | 0.03% | +126+13.7% | Added |
| Arlington Trust Co LLC | 1,043 | $170.6K | 0.05% | +870+502.9% | Added |
| Rise Advisors, LLC | 1,027 | $167.9K | 0.12% | −40−3.7% | Reduced |
| First Financial Corp | 1,022 | $167.1K | 0.09% | +400+64.3% | Added |
| Plato Investment Management Ltd | 1,021 | $167.0K | 0.20% | +1,021 | New |
| LGT Financial Advisors LLC | 1,000 | $163.6K | 0.20% | −17−1.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 980 | $160.3K | 0.06% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 980 | $160.3K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 969 | $159.0K | 0.11% | −43−4.2% | Reduced |
| Avion Wealth | 964 | $158.0K | 0.04% | +56+6.2% | Added |
| Kozak & Associates, Inc. | 946 | $157.9K | 0.05% | −305−24.4% | Reduced |
| Marquette Asset Management, LLC | 958 | $156.7K | 0.03% | −108−10.1% | Reduced |
| Retirement Group, LLC | 957 | $156.4K | 0.06% | −283−22.8% | Reduced |
| Laffer Tengler Investments | 943 | $154.2K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 935 | $153.0K | 0.10% | −129−12.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 930 | $152.1K | 0.08% | −670−41.9% | Reduced |
| BFSG, LLC | 880 | $143.9K | 0.02% | +880 | New |
| Clear Point Advisors Inc. | 876 | $143.3K | 0.13% | +876 | New |
| Scarborough Advisors, LLC | 874 | $143.0K | 0.03% | +874 | New |
| Kiely Wealth Advisory Group, Inc. | 753 | $141.8K | 0.08% | +753 | New |
| Pacific Capital Wealth Advisors, Inc | 866 | $141.6K | 0.04% | +866 | New |
| FSC Wealth Advisors, LLC | 862 | $141.0K | 0.10% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 853 | $139.5K | 0.04% | −76−8.2% | Reduced |
| Blume Capital Management, Inc. | 840 | $137.4K | 0.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 835 | $136.6K | 0.07% | +835 | New |
| Compass Wealth Management LLC | 830 | $135.7K | 0.04% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 800 | $131.0K | 0.03% | −174−17.9% | Reduced |
| Bollard Group LLC | 800 | $131.0K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 793 | $129.7K | 0.12% | +793 | New |