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 |
|---|---|---|---|---|---|
| Socha Financial Group, LLC | 21,543 | $3.52M | 1.69% | +60.0% | Added |
| Gamco Investors, Inc. Et Al | 21,531 | $3.52M | 0.04% | −1,051−4.7% | Reduced |
| McDonald Partners LLC | 21,530 | $3.52M | 1.05% | +1,396+6.9% | Added |
| Stonebridge Capital Management Inc | 21,491 | $3.52M | 1.71% | +650+3.1% | Added |
| Herold Advisors, Inc. | 21,489 | $3.51M | 0.97% | −391−1.8% | Reduced |
| Farmers National Bank | 21,440 | $3.51M | 1.12% | −716−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 21,372 | $3.50M | 0.29% | +2,105+10.9% | Added |
| Convergence Investment Partners, LLC | 21,339 | $3.49M | 1.82% | −1,118−5.0% | Reduced |
| Leo Wealth, LLC | 20,985 | $3.48M | 0.36% | +20,985 | New |
| RFG Advisory, LLC | 21,266 | $3.48M | 0.14% | +273+1.3% | Added |
| Next Level Private LLC | 21,211 | $3.47M | 1.97% | +399+1.9% | Added |
| Old Port Advisors | 21,203 | $3.47M | 1.15% | −604−2.8% | Reduced |
| Perkins Coie Trust Co | 21,170 | $3.46M | 0.87% | −50−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 21,148 | $3.46M | 0.29% | +1,365+6.9% | Added |
| Venture Visionary Partners LLC | 21,047 | $3.44M | 0.18% | −1,910−8.3% | Reduced |
| PFG Investments, LLC | 21,044 | $3.44M | 0.64% | −181−0.9% | Reduced |
| Verdence Capital Advisors LLC | 21,042 | $3.44M | 0.33% | +494+2.4% | Added |
| Alberta Investment Management Corp | 20,900 | $3.42M | 0.03% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 20,732 | $3.39M | 0.03% | −76,820−78.7% | Reduced |
| Gries Financial LLC | 20,691 | $3.38M | 0.74% | +336+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 20,601 | $3.37M | 0.19% | +1,294+6.7% | Added |
| Redwood Wealth Management Group, LLC | 20,485 | $3.35M | 3.71% | −258−1.2% | Reduced |
| Ziegler Capital Management, LLC | 20,447 | $3.34M | 0.15% | −1,416−6.5% | Reduced |
| Dynamic Advisor Solutions LLC | 20,891 | $3.32M | 0.12% | +345+1.7% | Added |
| Ingalls & Snyder LLC | 20,325 | $3.32M | 0.15% | +157+0.8% | Added |
| Jackson Hole Capital Partners, LLC | 20,293 | $3.32M | 0.85% | +2,523+14.2% | Added |
| Perigon Wealth Management, LLC | 20,240 | $3.31M | 0.11% | +1,535+8.2% | Added |
| Charter Research & Investment Group, Inc. | 20,137 | $3.29M | 2.73% | −50−0.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 20,101 | $3.29M | 0.24% | +20,101 | New |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.29M | 1.72% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 20,048 | $3.28M | 0.20% | −994−4.7% | Reduced |
| Strategic Planning Group, LLC | 20,011 | $3.27M | 1.09% | +20,011 | New |
| Asahi Life Asset Management Co., Ltd. | 20,008 | $3.27M | 1.80% | −9,234−31.6% | Reduced |
| Carret Asset Management, LLC | 20,008 | $3.27M | 0.42% | −99−0.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $3.27M | 0.45% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,948 | $3.26M | 0.05% | −1,010−4.8% | Reduced |
| Independent Financial Group, LLC | 19,931 | $3.26M | 0.17% | +2,139+12.0% | Added |
| J.W. Cole Advisors, Inc. | 19,856 | $3.25M | 0.19% | +591+3.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 19,855 | $3.25M | 0.64% | −20−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,846 | $3.25M | 0.59% | −1,649−7.7% | Reduced |
| Pettee Investors, Inc. | 19,827 | $3.24M | 1.43% | −155−0.8% | Reduced |
| Eisler Capital (UK) Ltd. | 19,768 | $3.23M | 0.29% | −13,815−41.1% | Reduced |
| Westmount Partners, LLC | 19,686 | $3.22M | 1.31% | −702−3.4% | Reduced |
| KMG Fiduciary Partners, LLC | 19,644 | $3.21M | 0.37% | −605−3.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 19,542 | $3.20M | 0.73% | +675+3.6% | Added |
| Mission Wealth Management, LP | 19,540 | $3.20M | 0.11% | +959+5.2% | Added |
| Eagle Rock Investment Company, LLC | 19,522 | $3.19M | 0.65% | −2,850−12.7% | Reduced |
| Edge Capital Group, LLC | 19,422 | $3.18M | 0.18% | +740+4.0% | Added |
| Fayez Sarofim & Co | 16,977 | $3.16M | 0.01% | −25−0.1% | Reduced |
| AIMZ Investment Advisors, LLC | 19,279 | $3.15M | 1.28% | −97−0.5% | Reduced |
| Smithfield Trust Co | 19,274 | $3.15M | 0.18% | +29+0.2% | Added |
| Patton Albertson Miller Group, LLC | 19,242 | $3.15M | 0.53% | +4,693+32.3% | Added |
| GYL Financial Synergies, LLC | 19,236 | $3.15M | 0.26% | −308−1.6% | Reduced |
| Old Point Trust & Financial Services N A | 19,029 | $3.11M | 1.26% | −140−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,014 | $3.11M | 0.07% | −81−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 19,009 | $3.11M | 0.12% | −683−3.5% | Reduced |
| Paragon Capital Management LLC | 19,001 | $3.11M | 1.76% | −573−2.9% | Reduced |
| Global Retirement Partners, LLC | 18,559 | $3.10M | 0.13% | +3,962+27.1% | Added |
| Atomi Financial Group, Inc. | 18,926 | $3.10M | 0.43% | +3,228+20.6% | Added |
| Wetherby Asset Management Inc | 18,895 | $3.09M | 0.16% | +591+3.2% | Added |
| Associated Banc-Corp | 18,806 | $3.08M | 0.11% | −690−3.5% | Reduced |
| Brighton Jones LLC | 18,767 | $3.07M | 0.13% | +6,063+47.7% | Added |
| Rothschild Investment LLC | 18,636 | $3.05M | 0.26% | +18,636 | New |
| Wellington Shields Capital Management, LLC | 18,594 | $3.04M | 0.38% | +50+0.3% | Added |
| NTV Asset Management LLC | 18,557 | $3.03M | 0.51% | −102−0.5% | Reduced |
| HBK Sorce Advisory LLC | 18,494 | $3.02M | 0.12% | +510+2.8% | Added |
| Regal Investment Advisors LLC | 18,455 | $3.02M | 0.23% | +1,018+5.8% | Added |
| 1832 Asset Management L.P. | 18,448 | $3.02M | 0.01% | +18,448 | New |
| Lifeworks Advisors, LLC | 18,426 | $3.01M | 1.04% | +704+4.0% | Added |
| Signaturefd, LLC | 18,404 | $3.01M | 0.07% | −843−4.4% | Reduced |
| J. W. Coons Advisors, LLC | 18,376 | $3.01M | 0.81% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18,300 | $2.99M | 0.17% | +175+1.0% | Added |
| SeaBridge Investment Advisors LLC | 18,115 | $2.96M | 0.86% | −96−0.5% | Reduced |
| Congress Wealth Management LLC | 18,059 | $2.95M | 0.05% | +6,086+50.8% | Added |
| C2C Wealth Management, LLC | 18,029 | $2.95M | 2.50% | −29,758−62.3% | Reduced |
| WBI Investments | 17,980 | $2.94M | 0.59% | +5,786+47.4% | Added |
| Brookstone Capital Management | 17,898 | $2.93M | 0.06% | −936−5.0% | Reduced |
| Fisher Asset Management, LLC | 17,886 | $2.93M | 0.00% | −1,031−5.5% | Reduced |
| Spinnaker Trust | 17,831 | $2.92M | 0.20% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 17,827 | $2.92M | 0.61% | −20−0.1% | Reduced |
| Exeter Financial, LLC | 18,202 | $2.91M | 1.41% | +516+2.9% | Added |
| Sage Capital Management, LLC | 17,750 | $2.90M | 1.74% | +17,750 | New |
| Citadel Investment Advisory, Inc. | 17,741 | $2.90M | 1.79% | −130−0.7% | Reduced |
| Bangor Savings Bank | 17,648 | $2.89M | 0.31% | +227+1.3% | Added |
| Leelyn Smith, LLC | 17,647 | $2.89M | 0.63% | +354+2.0% | Added |
| Resources Investment Advisors, LLC. | 17,624 | $2.88M | 0.05% | +1,763+11.1% | Added |
| Modera Wealth Management, LLC | 17,563 | $2.87M | 0.05% | −20.0% | Reduced |
| N.E.W. Advisory Services LLC | 17,515 | $2.86M | 0.35% | −1,150−6.2% | Reduced |
| InterOcean Capital Group, LLC | 17,507 | $2.86M | 0.08% | +833+5.0% | Added |
| Greenleaf Trust | 17,353 | $2.84M | 0.03% | −2,198−11.2% | Reduced |
| Abundance Wealth Counselors | 17,307 | $2.83M | 0.74% | +940+5.7% | Added |
| Stolper Co | 17,300 | $2.83M | 1.14% | −331−1.9% | Reduced |
| Plimoth Trust Co LLC | 17,209 | $2.81M | 0.81% | −99−0.6% | Reduced |
| Citizens Financial Group Inc | 17,149 | $2.80M | 0.10% | +6,259+57.5% | Added |
| NEOS Investment Management LLC | 17,145 | $2.80M | 0.27% | +2,840+19.9% | Added |
| Cacti Asset Management LLC | 17,150 | $2.80M | 0.24% | −1,000−5.5% | Reduced |
| AMG National Trust Bank | 17,119 | $2.80M | 0.09% | −45−0.3% | Reduced |
| Napa Wealth Management | 17,071 | $2.79M | 1.52% | +17,071 | New |
| Sky Investment Group LLC | 16,989 | $2.78M | 0.59% | +200+1.2% | Added |
| Edmp, Inc. | 16,985 | $2.78M | 2.53% | +131+0.8% | Added |