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 | 3,496 | $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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 16,968 | $2.78M | 0.10% | +16,968 | New |
| Verity Asset Management, Inc. | 16,891 | $2.76M | 1.77% | −81−0.5% | Reduced |
| S&CO Inc | 16,888 | $2.76M | 0.21% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 17,071 | $2.76M | 0.55% | −492−2.8% | Reduced |
| TD Private Client Wealth LLC | 16,836 | $2.75M | 0.10% | +412+2.5% | Added |
| Tompkins Financial Corp | 16,826 | $2.75M | 0.33% | +2,926+21.1% | Added |
| AlphaStar Capital Management, LLC | 16,824 | $2.75M | 0.25% | +1,986+13.4% | Added |
| Redwood Investment Management, LLC | 16,763 | $2.74M | 0.25% | +1,405+9.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 16,735 | $2.74M | 0.03% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 16,713 | $2.73M | 0.65% | +704+4.4% | Added |
| Moody Lynn & Lieberson, LLC | 16,670 | $2.73M | 0.21% | +14,898+840.7% | Added |
| Core Alternative Capital | 16,636 | $2.72M | 0.47% | −1,120−6.3% | Reduced |
| Jones Financial Companies LLLP | 16,620 | $2.72M | 0.00% | +1,151+7.4% | Added |
| Capital Analysts, LLC | 16,607 | $2.72M | 0.14% | −785−4.5% | Reduced |
| Spire Wealth Management | 15,798 | $2.71M | 0.09% | −222−1.4% | Reduced |
| SPC Financial, Inc. | 16,546 | $2.71M | 0.28% | +495+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 16,545 | $2.71M | 0.17% | −772−4.5% | Reduced |
| Beech Hill Advisors, Inc. | 16,516 | $2.70M | 1.31% | −50−0.3% | Reduced |
| Round Hill Asset Management | 16,460 | $2.69M | 1.69% | 00.0% | Unchanged |
| Cambridge Trust Co | 16,435 | $2.69M | 0.11% | +2,920+21.6% | Added |
| Field & Main Bank | 16,399 | $2.68M | 1.13% | −275−1.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,332 | $2.67M | 0.24% | +1,677+11.4% | Added |
| Maven Securities LTD | 16,315 | $2.67M | 0.30% | +11,544+242.0% | Added |
| St. Clair Advisors, LLC | 16,301 | $2.67M | 0.92% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16,224 | $2.65M | 0.34% | −852−5.0% | Reduced |
| M Holdings Securities, Inc. | 16,191 | $2.65M | 0.30% | +16,191 | New |
| Clearstead Advisors, LLC | 16,167 | $2.64M | 0.14% | +1,512+10.3% | Added |
| Jefferies Financial Group Inc. | 16,148 | $2.64M | 0.04% | −56,650−77.8% | Reduced |
| Naples Global Advisors, LLC | 16,101 | $2.63M | 0.29% | −205−1.3% | Reduced |
| Old National Bancorp | 16,085 | $2.63M | 0.07% | −8,783−35.3% | Reduced |
| Park National Corp | 16,061 | $2.63M | 0.11% | −988−5.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 16,060 | $2.63M | 0.53% | +134+0.8% | Added |
| Atlas Wealth LLC | 18,702 | $2.62M | 1.43% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 15,985 | $2.61M | 0.13% | −635−3.8% | Reduced |
| Affinity Investment Advisors, LLC | 15,925 | $2.60M | 1.77% | −593−3.6% | Reduced |
| Rockland Trust Co | 15,892 | $2.60M | 0.14% | −410−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 15,867 | $2.60M | 0.66% | +178+1.1% | Added |
| United Capital Management of KS, Inc. | 15,857 | $2.59M | 0.78% | +778+5.2% | Added |
| ORG Partners LLC | 15,799 | $2.59M | 0.43% | +3,614+29.7% | Added |
| North Star Investment Management Corp. | 15,784 | $2.58M | 0.20% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 15,629 | $2.56M | 0.48% | −606−3.7% | Reduced |
| Moneta Group Investment Advisors LLC | 15,617 | $2.55M | 0.05% | +281+1.8% | Added |
| Caldwell Trust Co | 15,608 | $2.55M | 0.32% | −164−1.0% | Reduced |
| Sterneck Capital Management, LLC | 15,604 | $2.55M | 1.62% | −834−5.1% | Reduced |
| Ledge Wealth Management, Inc. | 15,524 | $2.54M | 0.99% | −241−1.5% | Reduced |
| Pacitti Group Inc. | 15,477 | $2.53M | 1.58% | +477+3.2% | Added |
| Simmons Bank | 15,453 | $2.53M | 0.21% | −193−1.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,365 | $2.51M | 0.25% | +1,061+7.4% | Added |
| Axxcess Wealth Management, LLC | 15,357 | $2.51M | 0.07% | +1,517+11.0% | Added |
| Financial Sense Advisors, Inc. | 15,354 | $2.51M | 0.95% | +1,673+12.2% | Added |
| Crestwood Advisors Group LLC | 15,287 | $2.50M | 0.06% | +904+6.3% | Added |
| Widmann Financial Services, Inc. | 15,252 | $2.49M | 2.25% | −17−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 15,253 | $2.49M | 0.19% | +15,253 | New |
| CAPROCK Group, Inc. | 15,208 | $2.49M | 0.16% | +916+6.4% | Added |
| Sigma Planning Corp | 15,177 | $2.48M | 0.19% | −18,209−54.5% | Reduced |
| Cypress Capital, LLC | 15,166 | $2.48M | 0.71% | +19+0.1% | Added |
| Klingenstein Fields & Co LP | 15,140 | $2.48M | 0.11% | +908+6.4% | Added |
| IHT Wealth Management, LLC | 15,131 | $2.47M | 0.11% | +201+1.3% | Added |
| Principal Securities, Inc. | 15,118 | $2.47M | 0.09% | +15,118 | New |
| CWA Asset Management Group, LLC | 15,102 | $2.47M | 0.17% | +873+6.1% | Added |
| Connectus Wealth, LLC | 15,080 | $2.47M | 0.05% | −12,328−45.0% | Reduced |
| Sentry LLC | 15,083 | $2.47M | 0.52% | +10.0% | Added |
| First Hawaiian Bank | 15,079 | $2.47M | 0.08% | −702−4.4% | Reduced |
| Grimes & Company, Inc. | 15,078 | $2.47M | 0.08% | +325+2.2% | Added |
| Arkadios Wealth Advisors | 15,046 | $2.46M | 0.21% | +237+1.6% | Added |
| White Pine Capital LLC | 15,040 | $2.46M | 0.95% | −720−4.6% | Reduced |
| Green Square Capital Advisors LLC | 15,010 | $2.45M | 0.33% | −1,276−7.8% | Reduced |
| Allen Investment Management LLC | 15,000 | $2.45M | 0.03% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 14,934 | $2.44M | 0.88% | −169−1.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 15,094 | $2.43M | 0.33% | −100−0.7% | Reduced |
| Chesley Taft & Associates LLC | 14,821 | $2.42M | 0.14% | +4,206+39.6% | Added |
| Sumitomo Life Insurance Co | 14,787 | $2.42M | 0.08% | −766−4.9% | Reduced |
| Cypress Capital Group | 14,749 | $2.41M | 0.31% | −31−0.2% | Reduced |
| Keel Point, LLC | 14,697 | $2.40M | 0.29% | +334+2.3% | Added |
| Trust Co of Toledo NA | 14,673 | $2.40M | 0.41% | +4,075+38.5% | Added |
| Valeo Financial Advisors, LLC | 14,640 | $2.39M | 0.10% | +290+2.0% | Added |
| Insight Inv LLC | 14,554 | $2.38M | 2.33% | +70+0.5% | Added |
| Atlas Capital Advisors LLC | 14,551 | $2.38M | 0.34% | +8,024+122.9% | Added |
| NorthRock Partners, LLC | 14,547 | $2.38M | 0.10% | +8,805+153.3% | Added |
| Corrado Advisors, LLC | 14,546 | $2.38M | 1.95% | −2,330−13.8% | Reduced |
| Hills Bank & Trust Co | 14,544 | $2.38M | 0.23% | +50+0.3% | Added |
| Signet Investment Advisory Group, Inc. | 14,540 | $2.38M | 1.43% | +20.0% | Added |
| Freestone Capital Holdings, LLC | 14,521 | $2.37M | 0.11% | +35+0.2% | Added |
| Pensionfund Sabic | 14,500 | $2.37M | 0.75% | −1,000−6.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,478 | $2.37M | 0.18% | +663+4.8% | Added |
| Fca Corp | 14,412 | $2.36M | 0.81% | +203+1.4% | Added |
| Proequities, Inc. | 14,402 | $2.36M | 0.17% | +695+5.1% | Added |
| Nations Financial Group Inc, | 14,388 | $2.35M | 0.22% | +5,763+66.8% | Added |
| Alliance Wealth Advisors, LLC | 14,387 | $2.35M | 0.79% | −204−1.4% | Reduced |
| Lynch Asset Management, Inc. | 14,350 | $2.35M | 1.35% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 14,300 | $2.34M | 0.10% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 14,230 | $2.33M | 1.83% | −250−1.7% | Reduced |
| Garner Asset Management Corp | 12,694 | $2.32M | 1.18% | −1,005−7.3% | Reduced |
| Park Circle Co | 14,200 | $2.32M | 2.24% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,374 | $2.32M | 0.57% | +9,080+171.5% | Added |
| Trust Point Inc. | 14,164 | $2.32M | 0.19% | +14,164 | New |
| Penn Mutual Asset Management, LLC | 14,130 | $2.31M | 1.78% | 00.0% | Unchanged |
| Golden State Equity Partners | 14,056 | $2.30M | 0.56% | −450−3.1% | Reduced |
| Citizens & Northern Corp | 14,047 | $2.30M | 0.82% | −402−2.8% | Reduced |
| Vise Technologies, Inc. | 13,945 | $2.28M | 0.49% | −2,147−13.3% | Reduced |