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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Tufton Capital Management | 28,907 | $4.73M | 0.99% | −542−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,903 | $4.73M | 0.12% | +148+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 28,899 | $4.73M | 0.15% | +346+1.2% | Added |
| Factory Mutual Insurance Co | 28,800 | $4.71M | 0.06% | +28,800 | New |
| Baker Avenue Asset Management, LP | 28,798 | $4.71M | 0.21% | +27,624+2,353.0% | Added |
| FLC Capital Advisors | 28,728 | $4.70M | 1.27% | +504+1.8% | Added |
| Mengis Capital Management, Inc. | 28,667 | $4.69M | 0.88% | −30.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 28,512 | $4.66M | 0.22% | −380−1.3% | Reduced |
| Hantz Financial Services, Inc. | 28,404 | $4.64M | 0.10% | −1,910−6.3% | Reduced |
| Vectors Research Management, LLC | 155,818 | $4.64M | 1.31% | +125,025+406.0% | Added |
| Prio Wealth Limited Partnership | 28,337 | $4.63M | 0.16% | −90.0% | Reduced |
| Hallmark Capital Management Inc | 28,292 | $4.63M | 0.36% | −1,498−5.0% | Reduced |
| NovaPoint Capital, LLC | 28,263 | $4.62M | 1.72% | −1,208−4.1% | Reduced |
| Empire Financial Management Company, LLC | 27,829 | $4.55M | 1.78% | +649+2.4% | Added |
| Empowered Funds, LLC | 27,702 | $4.53M | 0.11% | +12,480+82.0% | Added |
| Wade G W & Inc | 27,611 | $4.52M | 0.15% | +3,692+15.4% | Added |
| Horizon Investments, LLC | 27,862 | $4.52M | 0.13% | +5,773+26.1% | Added |
| Shell Asset Management Co | 27,477 | $4.49M | 0.21% | +3,863+16.4% | Added |
| Hall Laurie J Trustee | 27,378 | $4.48M | 1.72% | +4,055+17.4% | Added |
| Moloney Securities Asset Management, LLC | 27,355 | $4.47M | 0.72% | +1,664+6.5% | Added |
| Iowa State Bank | 27,341 | $4.47M | 1.07% | +385+1.4% | Added |
| Bartlett & Co. LLC | 27,108 | $4.44M | 0.07% | −5,325−16.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 27,108 | $4.44M | 0.07% | −5,325−16.4% | Reduced |
| Mutual Advisors, LLC | 27,132 | $4.44M | 0.15% | −16,536−37.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,105 | $4.43M | 0.25% | +3,970+17.2% | Added |
| Van Strum & Towne Inc. | 27,051 | $4.42M | 1.73% | −311−1.1% | Reduced |
| Hayek Kallen Investment Management | 27,042 | $4.42M | 1.85% | −235−0.9% | Reduced |
| Asset Dedication, LLC | 26,956 | $4.39M | 0.36% | +57+0.2% | Added |
| River & Mercantile Asset Management LLP | 26,820 | $4.39M | 0.83% | +12,861+92.1% | Added |
| Jacobi Capital Management LLC | 26,732 | $4.37M | 0.45% | −29−0.1% | Reduced |
| AXS Investments LLC | 26,686 | $4.36M | 1.05% | −909−3.3% | Reduced |
| Capital Planning Advisors, LLC | 26,587 | $4.35M | 0.82% | −329−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,426 | $4.32M | 0.48% | +8,123+44.4% | Added |
| SS&H Financial Advisors, Inc. | 26,390 | $4.32M | 1.83% | −870−3.2% | Reduced |
| EP Wealth Advisors, LLC | 26,338 | $4.31M | 0.05% | −308−1.2% | Reduced |
| Jupiter Asset Management Ltd | 26,244 | $4.29M | 0.04% | +15,197+137.6% | Added |
| Allworth Financial LP | 26,146 | $4.28M | 0.03% | +1,287+5.2% | Added |
| Ascent Group, LLC | 22,948 | $4.27M | 0.41% | +452+2.0% | Added |
| Wellington Shields & Co., LLC | 26,051 | $4.26M | 1.57% | −196−0.7% | Reduced |
| Kinloch Capital, LLC | 26,019 | $4.26M | 2.71% | −885−3.3% | Reduced |
| Groupama Asset Managment | 25,869 | $4.23M | 0.11% | +25,869 | New |
| Signature Wealth Management Group | 25,718 | $4.21M | 1.94% | +25,718 | New |
| Burney Co | 25,610 | $4.19M | 0.18% | −1,119−4.2% | Reduced |
| Central Trust Co | 25,553 | $4.18M | 0.11% | −341−1.3% | Reduced |
| First Nebraska Trust Co | 25,516 | $4.17M | 0.48% | −115−0.4% | Reduced |
| South State Corp. | 25,444 | $4.16M | 0.35% | +100+0.4% | Added |
| Altrius Capital Management Inc | 25,180 | $4.12M | 1.15% | −211−0.8% | Reduced |
| Claret Asset Management Corp | 25,115 | $4.11M | 0.73% | −142−0.6% | Reduced |
| Wealthspire Advisors, LLC | 25,068 | $4.10M | 0.06% | −1,000−3.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 24,914 | $4.07M | 0.12% | −5,043−16.8% | Reduced |
| Stansberry Asset Management, LLC | 24,862 | $4.07M | 0.68% | +7,744+45.2% | Added |
| Squarepoint Ops LLC | 24,743 | $4.05M | 0.02% | −278,130−91.8% | Reduced |
| Parallel Advisors, LLC | 24,703 | $4.04M | 0.12% | +3,181+14.8% | Added |
| Windward Capital Management Co | 24,551 | $4.01M | 0.35% | +42+0.2% | Added |
| CoreCap Advisors, LLC | 24,511 | $4.01M | 0.26% | +6,351+35.0% | Added |
| Profund Advisors LLC | 24,396 | $3.99M | 0.17% | +4,947+25.4% | Added |
| BLB&B Advisors, LLC | 24,386 | $3.99M | 0.25% | −1,028−4.0% | Reduced |
| Neville Rodie & Shaw Inc | 24,326 | $3.98M | 0.33% | +6,197+34.2% | Added |
| Wright Investors Service Inc | 24,314 | $3.98M | 1.12% | −3,895−13.8% | Reduced |
| We Are One Seven, LLC | 24,292 | $3.97M | 0.23% | −1,132−4.5% | Reduced |
| Apexium Financial, LP | 24,277 | $3.97M | 0.29% | +19,461+404.1% | Added |
| Mount Yale Investment Advisors, LLC | 24,230 | $3.96M | 0.38% | −110−0.5% | Reduced |
| Stonebridge Capital Advisors LLC | 24,185 | $3.96M | 0.40% | −714−2.9% | Reduced |
| Silverlake Wealth Management LLC | 24,127 | $3.95M | 2.18% | −824−3.3% | Reduced |
| Stock Yards Bank & Trust Co | 23,982 | $3.92M | 0.14% | −3,894−14.0% | Reduced |
| Kinneret Advisory, LLC | 23,968 | $3.92M | 0.43% | −153−0.6% | Reduced |
| Hanson & Doremus Investment Management | 23,861 | $3.90M | 0.74% | +1,339+5.9% | Added |
| Hilltop Holdings Inc. | 23,805 | $3.89M | 0.44% | −1,982−7.7% | Reduced |
| Holderness Investments Co | 23,752 | $3.88M | 1.07% | +7,701+48.0% | Added |
| Focus Financial Network Inc | 23,706 | $3.88M | 0.15% | +23,706 | New |
| Capital Investment Advisory Services, LLC | 23,575 | $3.86M | 0.36% | −3,990−14.5% | Reduced |
| Vident Advisory, LLC | 23,541 | $3.85M | 0.10% | +43+0.2% | Added |
| PGGM Investments | 23,531 | $3.85M | 0.06% | +7,210+44.2% | Added |
| Cubic Asset Management, LLC | 23,507 | $3.84M | 0.99% | −938−3.8% | Reduced |
| FJ Investments, LLC | 23,360 | $3.82M | 0.18% | +23,360 | New |
| RWWM, Inc. | 23,346 | $3.82M | 0.44% | −1,372−5.6% | Reduced |
| Agf Management Ltd | 23,317 | $3.81M | 0.02% | +826+3.7% | Added |
| Strategic Advisors LLC | 23,315 | $3.81M | 0.72% | +2,138+10.1% | Added |
| Staley Capital Advisers Inc | 23,247 | $3.80M | 0.19% | +4,290+22.6% | Added |
| Argyle Capital Management Inc. | 23,177 | $3.79M | 1.57% | −4,780−17.1% | Reduced |
| Busey Wealth Management | 23,151 | $3.79M | 0.15% | −964−4.0% | Reduced |
| DFPG Investments, LLC | 23,523 | $3.77M | 0.29% | +357+1.5% | Added |
| Cunning Capital Partners, LP | 22,975 | $3.76M | 2.34% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 22,871 | $3.74M | 0.12% | +1,120+5.1% | Added |
| Pathway Financial Advisers, LLC | 22,777 | $3.73M | 1.42% | −313−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 22,687 | $3.71M | 0.11% | +133+0.6% | Added |
| Allen Capital Group, LLC | 22,505 | $3.68M | 0.61% | −1,441−6.0% | Reduced |
| Money Concepts Capital Corp | 22,503 | $3.68M | 0.34% | −242−1.1% | Reduced |
| Providence Wealth Advisors, LLC | 21,108 | $3.68M | 4.38% | +9,986+89.8% | Added |
| Bontempo Ohly Capital Mgmt LLC | 22,474 | $3.68M | 1.78% | +112+0.5% | Added |
| Washington Trust Advisors, Inc. | 22,399 | $3.66M | 0.35% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 22,298 | $3.65M | 0.04% | +607+2.8% | Added |
| Clean Yield Group | 22,128 | $3.62M | 1.52% | −290−1.3% | Reduced |
| Searle & Co. | 22,103 | $3.61M | 0.99% | −1,338−5.7% | Reduced |
| Viking Fund Management LLC | 22,100 | $3.61M | 0.70% | −17,150−43.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 22,083 | $3.61M | 0.24% | +146+0.7% | Added |
| Baader Bank INC | 22,030 | $3.60M | 0.31% | −1,242−5.3% | Reduced |
| Veriti Management LLC | 21,884 | $3.58M | 0.32% | +3,021+16.0% | Added |
| Providence Capital Advisors, LLC | 21,680 | $3.55M | 0.85% | −620−2.8% | Reduced |
| Wagner Wealth Management, LLC | 21,674 | $3.54M | 1.19% | −701−3.1% | Reduced |