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, Q3 2021
Institutional positions in International Business Machines Corp as of Sep 30, 2021. 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
- 2,169
- −23 vs. Q2 2021
- Shares held
- 508.0M
- +2.48M (+0.5%) vs. Q2 2021
- Total value
- $70.6B
- −$3.51B (−4.7%) vs. Q2 2021
- New holders
- 102
- 973 more added
- Sold out
- 125
- 750 more reduced
32 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: 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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Third Security, LLC | 20,800 | $2.89M | 0.56% | 00.0% | Unchanged |
| Unison Advisors LLC | 20,813 | $2.89M | 0.72% | −5,070−19.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 20,827 | $2.89M | 0.53% | +2,160+11.6% | Added |
| Valicenti Advisory Services Inc | 20,831 | $2.89M | 0.78% | +18,039+646.1% | Added |
| Assetmark, Inc | 20,876 | $2.90M | 0.01% | +1,008+5.1% | Added |
| Central Trust Co | 20,920 | $2.91M | 0.10% | +152+0.7% | Added |
| Capula Management Ltd | 21,938 | $2.91M | 0.22% | +21,938 | New |
| American National Insurance Co | 20,977 | $2.91M | 0.11% | −25−0.1% | Reduced |
| Crestwood Advisors Group LLC | 21,046 | $2.92M | 0.08% | −154−0.7% | Reduced |
| Caldwell Trust Co | 21,087 | $2.93M | 0.37% | −562−2.6% | Reduced |
| Commerzbank Aktiengesellschaft | 21,132 | $2.94M | 0.18% | −8,226−28.0% | Reduced |
| Jacobi Capital Management LLC | 21,151 | $2.94M | 0.37% | +2,263+12.0% | Added |
| AIMZ Investment Advisors, LLC | 21,208 | $2.95M | 1.33% | −491−2.3% | Reduced |
| Farmers National Bank | 23,442 | $2.95M | 1.18% | −3,252−12.2% | Reduced |
| Siemens Fonds Invest GmbH | 21,244 | $2.95M | 0.20% | +1,019+5.0% | Added |
| River & Mercantile Asset Management LLP | 21,292 | $2.96M | 0.23% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 21,340 | $2.96M | 0.06% | +6,456+43.4% | Added |
| SeaBridge Investment Advisors LLC | 21,356 | $2.97M | 0.97% | −3,304−13.4% | Reduced |
| Pendal Group Limited | 21,470 | $2.98M | 0.02% | −23,380−52.1% | Reduced |
| Park National Corp | 21,524 | $2.99M | 0.13% | −561−2.5% | Reduced |
| Citadel Investment Advisory, Inc. | 21,520 | $2.99M | 1.85% | −50.0% | Reduced |
| American Portfolios Advisors | 21,597 | $3.00M | 0.11% | +2,004+10.2% | Added |
| NovaPoint Capital, LLC | 21,639 | $3.01M | 1.21% | +1,095+5.3% | Added |
| Systematic Alpha Investments, LLC | 24,040 | $3.01M | 0.13% | 00.0% | Unchanged |
| Foster & Motley Inc | 21,664 | $3.01M | 0.25% | −721−3.2% | Reduced |
| PEAK6 Investments LLC | 21,669 | $3.01M | 0.06% | +19,507+902.3% | Added |
| Paragon Capital Management LLC | 21,710 | $3.02M | 1.59% | −980−4.3% | Reduced |
| Ingalls & Snyder LLC | 21,722 | $3.02M | 0.14% | −5,258−19.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,732 | $3.02M | 0.77% | +185+0.9% | Added |
| Hall Private Wealth Advisors | 21,763 | $3.02M | 1.93% | −15,953−42.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 21,770 | $3.02M | 0.91% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 21,935 | $3.05M | 0.95% | +408+1.9% | Added |
| Advisor Partners LLC | 21,948 | $3.05M | 0.21% | −172−0.8% | Reduced |
| Horizon Investments, LLC | 23,323 | $3.05M | 0.09% | −16,772−41.8% | Reduced |
| Panagora Asset Management Inc | 22,137 | $3.08M | 0.02% | −752−3.3% | Reduced |
| Assenagon Asset Management S.A. | 22,135 | $3.08M | 0.01% | +9,527+75.6% | Added |
| TD Private Client Wealth LLC | 22,145 | $3.08M | 0.13% | −5,155−18.9% | Reduced |
| Cerity Partners LLC | 22,370 | $3.11M | 0.07% | −345−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 22,424 | $3.12M | 0.06% | +434+2.0% | Added |
| Bruderman Asset Management, LLC | 22,471 | $3.12M | 0.78% | +340+1.5% | Added |
| Palladium Partners LLC | 22,513 | $3.13M | 0.14% | +414+1.9% | Added |
| Redpoint Investment Management Pty Ltd | 22,531 | $3.13M | 0.27% | −511−2.2% | Reduced |
| Montag A & Associates Inc | 22,569 | $3.14M | 0.17% | −6,350−22.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 22,589 | $3.14M | 0.12% | +454+2.1% | Added |
| Weil Company, Inc. | 22,610 | $3.14M | 1.63% | +81+0.4% | Added |
| Stonebridge Capital Advisors LLC | 22,728 | $3.16M | 0.38% | +452+2.0% | Added |
| Carret Asset Management, LLC | 22,739 | $3.16M | 0.38% | −525−2.3% | Reduced |
| Sonora Investment Management, LLC | 22,762 | $3.16M | 0.40% | +39+0.2% | Added |
| Illinois Municipal Retirement Fund | 22,905 | $3.18M | 0.12% | +1,368+6.4% | Added |
| Signature Wealth Management Group | 23,043 | $3.20M | 1.78% | −121−0.5% | Reduced |
| NorthCoast Asset Management LLC | 23,179 | $3.22M | 0.12% | +157+0.7% | Added |
| Palouse Capital Management, Inc. | 23,233 | $3.23M | 1.44% | −592−2.5% | Reduced |
| First Nebraska Trust Co | 23,254 | $3.23M | 0.42% | +3,045+15.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 23,286 | $3.23M | 1.81% | −175−0.7% | Reduced |
| Rothschild Investment Corp | 23,336 | $3.24M | 0.27% | −16,888−42.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 23,442 | $3.26M | 0.08% | +8,151+53.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 23,478 | $3.26M | 0.34% | +222+1.0% | Added |
| Privium Fund Management (UK) Ltd | 23,500 | $3.27M | 3.50% | +23,500 | New |
| FLC Capital Advisors | 23,564 | $3.27M | 0.97% | +443+1.9% | Added |
| J.W. Cole Advisors, Inc. | 23,654 | $3.29M | 0.24% | +1,760+8.0% | Added |
| IFG Advisory, LLC | 23,852 | $3.31M | 0.36% | +1,441+6.4% | Added |
| Asset Planning Services Inc | 24,013 | $3.34M | 1.97% | +30.0% | Added |
| Evercore Wealth Management, LLC | 24,020 | $3.34M | 0.06% | +155+0.6% | Added |
| Augustine Asset Management Inc | 24,169 | $3.36M | 1.79% | −434−1.8% | Reduced |
| Credit Agricole S A | 24,307 | $3.38M | 0.12% | +11,545+90.5% | Added |
| BDO Wealth Advisors, LLC | 24,340 | $3.38M | 0.37% | −561−2.3% | Reduced |
| First Midwest Bank Trust Division | 24,374 | $3.39M | 0.48% | +343+1.4% | Added |
| Courier Capital LLC | 24,474 | $3.40M | 0.32% | −151−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 24,484 | $3.40M | 0.17% | −2,857−10.4% | Reduced |
| Fayez Sarofim & Co | 24,502 | $3.40M | 0.01% | −7,956−24.5% | Reduced |
| Aaron Wealth Advisors | 24,594 | $3.42M | 0.96% | −290−1.2% | Reduced |
| Searle & Co. | 24,781 | $3.44M | 1.41% | 00.0% | Unchanged |
| Everence Capital Management Inc | 24,782 | $3.44M | 0.28% | +2,920+13.4% | Added |
| Financial & Tax Architects, LLC | 24,896 | $3.46M | 1.58% | +4,164+20.1% | Added |
| Busey Wealth Management | 24,975 | $3.47M | 0.14% | +9,157+57.9% | Added |
| BKD Wealth Advisors, LLC | 25,071 | $3.48M | 0.16% | +1,554+6.6% | Added |
| Ferguson Wellman Capital Management, Inc | 25,088 | $3.48M | 0.11% | −2,034−7.5% | Reduced |
| First Citizens Bank & Trust Co | 25,094 | $3.49M | 0.17% | −191−0.8% | Reduced |
| IBM Retirement Fund | 25,262 | $3.51M | 0.27% | +55+0.2% | Added |
| Rathbone Brothers plc | 25,273 | $3.51M | 0.04% | −2,060−7.5% | Reduced |
| Ar Asset Management Inc | 25,292 | $3.51M | 0.98% | 00.0% | Unchanged |
| KWMG, LLC | 25,309 | $3.52M | 0.51% | +1,371+5.7% | Added |
| Lincoln National Corp | 25,334 | $3.52M | 0.08% | +1,193+4.9% | Added |
| Annex Advisory Services, LLC | 25,353 | $3.52M | 0.29% | +1,862+7.9% | Added |
| Hodges Capital Management Inc. | 25,546 | $3.55M | 0.26% | +3,646+16.6% | Added |
| NorthRock Partners, LLC | 26,751 | $3.55M | 0.29% | +1,706+6.8% | Added |
| Covenant Multifamily Offices, LLC | 24,862 | $3.56M | 0.64% | +580+2.4% | Added |
| Fort Pitt Capital Group, LLC | 25,714 | $3.57M | 0.15% | −9,934−27.9% | Reduced |
| Shilanski & Associates, Inc. | 25,709 | $3.57M | 1.66% | +835+3.4% | Added |
| HNP Capital LLC | 25,715 | $3.57M | 0.90% | +720+2.9% | Added |
| Level Four Advisory Services, LLC | 25,751 | $3.58M | 0.37% | −8,280−24.3% | Reduced |
| Selective Wealth Management, Inc. | 25,844 | $3.59M | 1.90% | −16,523−39.0% | Reduced |
| Roosevelt Investment Group LLC | 25,888 | $3.60M | 0.22% | +50.0% | Added |
| Moody National Bank Trust Division | 25,910 | $3.60M | 0.05% | −14−0.1% | Reduced |
| Vectors Research Management, LLC | 25,990 | $3.61M | 0.85% | +995+4.0% | Added |
| Hallmark Capital Management Inc | 26,066 | $3.62M | 0.32% | +249+1.0% | Added |
| Spire Wealth Management | 26,084 | $3.62M | 0.10% | +3,209+14.0% | Added |
| Bryn Mawr Trust Co | 26,289 | $3.65M | 0.14% | −174−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,316 | $3.66M | 0.19% | −733−2.7% | Reduced |
| Essex Financial Services, Inc. | 26,313 | $3.66M | 0.42% | +5,456+26.2% | Added |