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
- 2,686
- +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
- 977 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 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 53,179 | $9.85M | 0.09% | +3,381+6.8% | Added |
| Grassi Investment Management | 60,130 | $9.83M | 1.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 59,937 | $9.80M | 0.09% | +26,434+78.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 59,199 | $9.68M | 0.12% | −15,043−20.3% | Reduced |
| Bell Bank | 59,083 | $9.66M | 0.93% | −549−0.9% | Reduced |
| Greenwich Wealth Management LLC | 59,035 | $9.65M | 0.95% | −530−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 58,963 | $9.64M | 0.18% | −1,161−1.9% | Reduced |
| Snowden Capital Advisors LLC | 58,334 | $9.54M | 0.36% | +1,088+1.9% | Added |
| NewSquare Capital LLC | 58,683 | $9.48M | 0.90% | +2,977+5.3% | Added |
| Securian Asset Management, Inc | 57,812 | $9.46M | 0.27% | −7,563−11.6% | Reduced |
| Oppenheimer & Co Inc | 57,564 | $9.41M | 0.17% | −8,094−12.3% | Reduced |
| Banque Cantonale Vaudoise | 57,256 | $9.37M | 0.41% | +13,129+29.8% | Added |
| Transcend Wealth Collective, LLC | 57,056 | $9.33M | 0.83% | −328−0.6% | Reduced |
| Principle Wealth Partners LLC | 56,727 | $9.28M | 0.80% | +733+1.3% | Added |
| Banque Pictet & Cie SA | 56,409 | $9.23M | 0.10% | −11,404−16.8% | Reduced |
| Lido Advisors, LLC | 56,213 | $9.19M | 0.09% | +2,667+5.0% | Added |
| Heritage Investors Management Corp | 55,993 | $9.16M | 0.35% | −553−1.0% | Reduced |
| Alpha Omega Wealth Management LLC | 55,780 | $9.12M | 1.51% | −701−1.2% | Reduced |
| Adell Harriman & Carpenter Inc | 55,607 | $9.09M | 0.84% | +1,802+3.3% | Added |
| Gotham Asset Management, LLC | 55,259 | $9.04M | 0.17% | +19,022+52.5% | Added |
| Louisiana State Employees Retirement System | 55,200 | $9.03M | 0.19% | −1,200−2.1% | Reduced |
| WealthTrust Axiom LLC | 55,118 | $9.01M | 3.01% | +740+1.4% | Added |
| American Assets Investment Management, LLC | 55,000 | $9.00M | 0.93% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 54,802 | $8.96M | 0.22% | +5,550+11.3% | Added |
| Bessemer Group Inc | 53,913 | $8.82M | 0.02% | +579+1.1% | Added |
| Kanawha Capital Management LLC | 53,556 | $8.76M | 0.80% | −2,866−5.1% | Reduced |
| Alerus Financial NA | 53,008 | $8.67M | 0.71% | −1,164−2.1% | Reduced |
| Farmers Trust Co | 52,954 | $8.66M | 1.81% | +5,525+11.6% | Added |
| Ostrum Asset Management | 52,832 | $8.64M | 0.75% | −5,327−9.2% | Reduced |
| Wedbush Securities Inc | 52,790 | $8.63M | 0.38% | +101+0.2% | Added |
| HighPoint Advisor Group LLC | 45,735 | $8.63M | 0.62% | +45,735 | New |
| Hartline Investment Corp | 52,489 | $8.58M | 1.39% | +1,400+2.7% | Added |
| Raymond James Trust N.A. | 52,456 | $8.58M | 0.23% | +572+1.1% | Added |
| Illinois Municipal Retirement Fund | 52,347 | $8.56M | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 52,145 | $8.53M | 0.12% | +44,899+619.6% | Added |
| Greystone Financial Group, LLC | 52,027 | $8.51M | 1.97% | −1,810−3.4% | Reduced |
| Metis Global Partners, LLC | 51,264 | $8.38M | 0.33% | +2,857+5.9% | Added |
| Montgomery Investment Management Inc | 51,189 | $8.37M | 2.57% | −1,578−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 50,957 | $8.33M | 0.08% | +2,735+5.7% | Added |
| WealthPlan Investment Management, LLC | 50,858 | $8.32M | 1.33% | +3,306+7.0% | Added |
| Level Four Advisory Services, LLC | 50,389 | $8.24M | 0.46% | +68+0.1% | Added |
| Keystone Financial Planning, Inc. | 50,363 | $8.24M | 2.72% | −3,824−7.1% | Reduced |
| Savant Capital, LLC | 50,312 | $8.23M | 0.11% | +217+0.4% | Added |
| Cynosure Management, LLC | 50,154 | $8.20M | 1.47% | +50,154 | New |
| Biondo Investment Advisors, LLC | 50,135 | $8.20M | 1.39% | +1,485+3.1% | Added |
| Guyasuta Investment Advisors Inc | 50,087 | $8.19M | 0.59% | −586−1.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 49,907 | $8.16M | 0.74% | −1,248−2.4% | Reduced |
| Man Group plc | 49,502 | $8.10M | 0.02% | – | – |
| JustInvest LLC | 49,134 | $8.04M | 0.21% | +6,895+16.3% | Added |
| Game Creek Capital, LP | 49,125 | $8.03M | 4.62% | +12,950+35.8% | Added |
| Lathrop Investment Management Corp | 49,077 | $8.03M | 1.64% | −157−0.3% | Reduced |
| Courier Capital LLC | 49,013 | $8.02M | 0.61% | −740−1.5% | Reduced |
| Independent Advisor Alliance | 48,859 | $7.99M | 0.29% | +396+0.8% | Added |
| Schnieders Capital Management LLC | 48,813 | $7.98M | 1.76% | −445−0.9% | Reduced |
| Lynch & Associates | 48,711 | $7.97M | 1.94% | +986+2.1% | Added |
| Fiduciary Trust Co | 48,522 | $7.94M | 0.13% | +1,217+2.6% | Added |
| RMB Capital Management, LLC | 48,483 | $7.93M | 0.24% | −2,226−4.4% | Reduced |
| SG Americas Securities, LLC | 48,164 | $7.88M | 0.09% | +38,889+419.3% | Added |
| Linscomb & Williams, Inc. | 48,138 | $7.87M | 0.43% | −1,268−2.6% | Reduced |
| CX Institutional | 48,136 | $7.87M | 0.42% | −782−1.6% | Reduced |
| Cutler Investment Counsel LLC | 48,050 | $7.86M | 1.12% | +2,673+5.9% | Added |
| Cohen Capital Management, Inc. | 47,641 | $7.79M | 1.48% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 47,566 | $7.78M | 0.87% | +23,243+95.6% | Added |
| Evercore Wealth Management, LLC | 47,452 | $7.76M | 0.13% | +2,789+6.2% | Added |
| New Mexico Educational Retirement Board | 47,247 | $7.73M | 0.30% | 00.0% | Unchanged |
| Advisors Management Group Inc | 47,215 | $7.72M | 2.10% | +939+2.0% | Added |
| ARS Wealth Advisors Group, LLC | 47,161 | $7.71M | 1.14% | −7,922−14.4% | Reduced |
| Gibraltar Capital Management, Inc. | 46,319 | $7.58M | 3.23% | −3,497−7.0% | Reduced |
| Dorchester Wealth Management Co | 46,262 | $7.57M | 1.40% | −575−1.2% | Reduced |
| Nicholas Company, Inc. | 46,150 | $7.55M | 0.13% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 46,099 | $7.54M | 0.29% | −1,924−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,850 | $7.50M | 0.11% | +11,494+33.5% | Added |
| Clearbridge Investments, LLC | 45,653 | $7.47M | 0.01% | +11,247+32.7% | Added |
| Gladstone Institutional Advisory LLC | 45,520 | $7.44M | 0.42% | −765−1.7% | Reduced |
| Apollon Wealth Management, LLC | 45,464 | $7.44M | 0.26% | +5,255+13.1% | Added |
| Whittier Trust Co | 45,397 | $7.42M | 0.12% | +391+0.9% | Added |
| Integrated Advisors Network LLC | 45,364 | $7.42M | 0.42% | −169−0.4% | Reduced |
| Norinchukin Bank, The | 45,313 | $7.41M | 0.17% | −4,705−9.4% | Reduced |
| Meridian Wealth Management, LLC | 45,320 | $7.41M | 0.47% | −41,892−48.0% | Reduced |
| Chiron Investment Management, LLC | 45,091 | $7.37M | 2.81% | −25,128−35.8% | Reduced |
| WealthPLAN Partners, LLC | 44,998 | $7.36M | 0.76% | +826+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 44,740 | $7.32M | 0.12% | −438−1.0% | Reduced |
| NBT Bank N A | 44,697 | $7.31M | 0.57% | +2,998+7.2% | Added |
| Tocqueville Asset Management L.P. | 44,670 | $7.31M | 0.13% | −1,234−2.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 44,580 | $7.29M | 1.39% | +398+0.9% | Added |
| Insight Folios Inc | 44,576 | $7.29M | 3.16% | +1,318+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 43,711 | $7.15M | 0.66% | +6,543+17.6% | Added |
| Wells Trecaso Financial Group, LLC | 43,368 | $7.09M | 2.86% | +402+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 43,114 | $7.05M | 0.13% | −2,460−5.4% | Reduced |
| Columbia Asset Management | 43,083 | $7.05M | 1.44% | +330+0.8% | Added |
| Barometer Capital Management Inc. | 43,470 | $7.05M | 2.00% | +43,470 | New |
| Marathon Capital Management | 42,964 | $7.03M | 1.77% | −362−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 42,819 | $7.00M | 0.15% | −6,334−12.9% | Reduced |
| Van Den Berg Management I, Inc | 42,525 | $6.96M | 2.31% | −558−1.3% | Reduced |
| Oak Grove Capital LLC | 42,485 | $6.95M | 2.22% | +15,875+59.7% | Added |
| Ironwood Investment Counsel, LLC | 42,224 | $6.91M | 1.29% | −3,262−7.2% | Reduced |
| XML Financial, LLC | 42,023 | $6.87M | 0.72% | +93+0.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 41,602 | $6.80M | 4.16% | +412+1.0% | Added |
| Addenda Capital Inc. | 41,599 | $6.80M | 0.27% | −42−0.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 41,583 | $6.80M | 1.98% | +15,902+61.9% | Added |