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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 41,447 | $6.78M | 2.06% | +138+0.3% | Added |
| Davy Global Fund Management Ltd | 41,346 | $6.76M | 0.80% | +41,346 | New |
| Ossiam | 41,113 | $6.72M | 0.11% | −176,473−81.1% | Reduced |
| Ameritas Investment Partners, Inc. | 40,847 | $6.68M | 0.24% | −4,366−9.7% | Reduced |
| Northwest & Ethical Investments L.P. | 40,733 | $6.66M | 0.20% | −28,732−41.4% | Reduced |
| Meritage Portfolio Management | 40,636 | $6.65M | 0.44% | −246−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 40,595 | $6.64M | 0.23% | +346+0.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 40,491 | $6.62M | 1.82% | +23,531+138.7% | Added |
| Cardinal Capital Management | 40,437 | $6.61M | 1.25% | −166−0.4% | Reduced |
| Winslow Asset Management Inc | 40,165 | $6.57M | 1.34% | +1,771+4.6% | Added |
| Fidelity D & D Bancorp Inc | 40,093 | $6.56M | 5.10% | +441+1.1% | Added |
| Winton Group Ltd | 39,807 | $6.51M | 0.47% | −6,482−14.0% | Reduced |
| Integrated Wealth Concepts LLC | 39,632 | $6.48M | 0.11% | −5,318−11.8% | Reduced |
| Strategic Wealth Designers | 39,524 | $6.46M | 0.97% | +5,693+16.8% | Added |
| Coldstream Capital Management Inc | 39,511 | $6.46M | 0.18% | +505+1.3% | Added |
| Laird Norton Trust Company, LLC | 39,500 | $6.46M | 0.76% | +39,500 | New |
| Envestnet Portfolio Solutions, Inc. | 39,482 | $6.46M | 0.03% | −5,604−12.4% | Reduced |
| Bayesian Capital Management, LP | 39,388 | $6.44M | 0.68% | +39,388 | New |
| Portland Global Advisors LLC | 39,370 | $6.44M | 0.96% | +508+1.3% | Added |
| Granite Bay Wealth Management, LLC | 42,210 | $6.38M | 0.06% | −320−0.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 38,955 | $6.37M | 1.21% | −14,660−27.3% | Reduced |
| Sawtooth Solutions, LLC | 38,885 | $6.36M | 0.17% | +2,775+7.7% | Added |
| Riggs Asset Managment Co. Inc. | 38,848 | $6.35M | 2.02% | −190.0% | Reduced |
| LaFleur & Godfrey LLC | 38,845 | $6.35M | 0.95% | +17,400+81.1% | Added |
| Rathbone Brothers plc | 38,758 | $6.34M | 0.04% | −1,704−4.2% | Reduced |
| Toth Financial Advisory Corp | 38,691 | $6.33M | 0.86% | −1,147−2.9% | Reduced |
| Goelzer Investment Management, Inc. | 38,588 | $6.31M | 0.41% | +119+0.3% | Added |
| Shelter Mutual Insurance Co | 38,491 | $6.30M | 1.74% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 38,323 | $6.27M | 0.06% | −38,962−50.4% | Reduced |
| Berger Financial Group, Inc | 38,289 | $6.26M | 0.65% | +346+0.9% | Added |
| Great Lakes Advisors, LLC | 38,177 | $6.24M | 0.06% | +18,762+96.6% | Added |
| Mayflower Financial Advisors, LLC | 37,939 | $6.20M | 0.86% | −962−2.5% | Reduced |
| Madison Asset Management, LLC | 37,850 | $6.19M | 0.08% | +8,500+29.0% | Added |
| Financial & Tax Architects, LLC | 37,780 | $6.18M | 1.83% | −2,743−6.8% | Reduced |
| Brown Brothers Harriman & Co | 37,715 | $6.17M | 0.05% | −2,196−5.5% | Reduced |
| HGK Asset Management Inc | 37,413 | $6.12M | 1.42% | −3,126−7.7% | Reduced |
| Metropolitan Life Insurance Co | 37,168 | $6.08M | 0.29% | −524−1.4% | Reduced |
| Tectonic Advisors LLC | 37,137 | $6.07M | 0.51% | +1,566+4.4% | Added |
| Romano Brothers and Company | 37,071 | $6.06M | 0.90% | −431−1.1% | Reduced |
| Principal Street Partners, LLC | 36,964 | $6.05M | 1.46% | −785−2.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 36,770 | $6.01M | 2.04% | −430−1.2% | Reduced |
| RSM US Wealth Management LLC | 36,692 | $6.00M | 0.16% | +17,331+89.5% | Added |
| BKD Wealth Advisors, LLC | 36,490 | $5.97M | 0.17% | −1,823−4.8% | Reduced |
| American Trust Investment Advisors, LLC | 36,401 | $5.95M | 3.09% | +305+0.8% | Added |
| Group One Trading, L.P. | 36,192 | $5.92M | 0.19% | −28,818−44.3% | Reduced |
| Benson Investment Management Company, Inc. | 36,135 | $5.91M | 3.02% | +148+0.4% | Added |
| First Citizens Bank & Trust Co | 35,964 | $5.88M | 0.11% | −1,953−5.2% | Reduced |
| Rodgers Brothers Inc. | 35,837 | $5.86M | 0.93% | −5,045−12.3% | Reduced |
| Birmingham Capital Management Co Inc | 35,707 | $5.84M | 2.31% | −665−1.8% | Reduced |
| Laurion Capital Management LP | 35,127 | $5.75M | 0.21% | +35,127 | New |
| Dodge & Cox | 34,970 | $5.72M | 0.00% | −215−0.6% | Reduced |
| Lincoln National Corp | 34,831 | $5.70M | 0.10% | +270+0.8% | Added |
| Mendel Money Management | 34,784 | $5.69M | 2.73% | −319−0.9% | Reduced |
| KWMG, LLC | 34,690 | $5.67M | 0.66% | −884−2.5% | Reduced |
| Barry Investment Advisors, LLC | 34,587 | $5.66M | 1.91% | −716−2.0% | Reduced |
| Foster & Motley Inc | 34,235 | $5.60M | 0.42% | −478−1.4% | Reduced |
| Royal Fund Management, LLC | 33,973 | $5.56M | 0.70% | +658+2.0% | Added |
| Channing Capital Management, LLC | 33,915 | $5.55M | 0.16% | −7,530−18.2% | Reduced |
| Chartwell Investment Partners, LLC | 33,900 | $5.54M | 0.19% | −31−0.1% | Reduced |
| Cohen Klingenstein LLC | 33,715 | $5.51M | 0.23% | 00.0% | Unchanged |
| SFE Investment Counsel | 33,518 | $5.48M | 1.43% | −895−2.6% | Reduced |
| Ieq Capital, LLC | 33,418 | $5.47M | 0.09% | +4,085+13.9% | Added |
| Panagora Asset Management Inc | 33,309 | $5.45M | 0.03% | −1,926−5.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,293 | $5.45M | 1.48% | +1,002+3.1% | Added |
| Assetmark, Inc | 33,152 | $5.42M | 0.02% | +6,658+25.1% | Added |
| Farmers & Merchants Investments Inc | 33,085 | $5.41M | 0.20% | −1,731−5.0% | Reduced |
| Mizuho Markets Americas LLC | 32,825 | $5.37M | 0.16% | +9,573+41.2% | Added |
| Trust Co of Vermont | 32,817 | $5.37M | 0.36% | −3,596−9.9% | Reduced |
| Cannell Peter B & Co Inc | 32,666 | $5.34M | 0.17% | −2,127−6.1% | Reduced |
| Johnson Investment Counsel Inc | 32,607 | $5.33M | 0.06% | +450+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 32,531 | $5.32M | 0.37% | −516−1.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 32,475 | $5.31M | 0.65% | +8,113+33.3% | Added |
| Fulton Bank, N.A. | 32,471 | $5.31M | 0.24% | −3,771−10.4% | Reduced |
| Gabelli Funds LLC | 32,285 | $5.28M | 0.04% | −1,015−3.0% | Reduced |
| Stratos Wealth Advisors, LLC | 32,144 | $5.26M | 0.30% | −841−2.5% | Reduced |
| Canandaigua National Bank & Trust Co | 32,098 | $5.25M | 0.81% | −1,357−4.1% | Reduced |
| Sowell Financial Services LLC | 31,911 | $5.22M | 0.28% | −3,218−9.2% | Reduced |
| King Luther Capital Management Corp | 31,842 | $5.21M | 0.03% | −728−2.2% | Reduced |
| 1st Source Bank | 31,819 | $5.20M | 0.31% | −2,238−6.6% | Reduced |
| Foundations Investment Advisors, LLC | 27,666 | $5.17M | 0.14% | −685−2.4% | Reduced |
| Empirical Finance, LLC | 31,579 | $5.16M | 0.36% | −50−0.2% | Reduced |
| Ar Asset Management Inc | 31,452 | $5.14M | 1.35% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 32,191 | $5.12M | 0.63% | −3,014−8.6% | Reduced |
| MAI Capital Management | 31,236 | $5.11M | 0.07% | +1,138+3.8% | Added |
| Garland Capital Management Inc | 31,168 | $5.10M | 3.58% | −2,848−8.4% | Reduced |
| Shilanski & Associates, Inc. | 31,030 | $5.07M | 1.94% | −943−2.9% | Reduced |
| New England Asset Management Inc | 30,775 | $5.03M | 0.81% | −3,950−11.4% | Reduced |
| Bard Financial Services, Inc. | 30,710 | $5.02M | 0.56% | +125+0.4% | Added |
| Avantax Planning Partners, Inc. | 30,556 | $5.00M | 0.19% | −1,766−5.5% | Reduced |
| Hourglass Capital, LLC | 30,485 | $4.99M | 1.61% | −2,200−6.7% | Reduced |
| TrimTabs Asset Management, LLC | 30,238 | $4.95M | 1.44% | +13,980+86.0% | Added |
| Concurrent Investment Advisors, LLC | 30,122 | $4.93M | 0.23% | +30,122 | New |
| MEMBERS Trust Co | 30,082 | $4.93M | 0.14% | −901−2.9% | Reduced |
| Resources Management Corp | 30,078 | $4.92M | 0.73% | +122+0.4% | Added |
| Essex Financial Services, Inc. | 29,952 | $4.90M | 0.51% | +791+2.7% | Added |
| Bleakley Financial Group, LLC | 29,742 | $4.86M | 0.15% | +2,886+10.7% | Added |
| Bonness Enterprises Inc | 29,564 | $4.84M | 2.02% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 29,267 | $4.79M | 0.83% | −2,860−8.9% | Reduced |
| Equitable Holdings, Inc. | 29,081 | $4.76M | 0.06% | +3,365+13.1% | Added |
| American Investment Services, Inc. | 29,027 | $4.75M | 0.90% | −12,552−30.2% | Reduced |