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 | 3,496 | $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, 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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 630 | $88.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 635 | $88.0K | 0.03% | +635 | New |
| American National Bank | 640 | $89.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 665 | $93.0K | 0.06% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 666 | $93.0K | 0.07% | +8+1.2% | Added |
| Moser Wealth Advisors, LLC | 675 | $94.0K | 0.06% | 00.0% | Unchanged |
| West Oak Capital, LLC | 700 | $97.0K | 0.04% | +35+5.3% | Added |
| JNBA Financial Advisors | 711 | $99.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 770 | $107.0K | 0.08% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 777 | $108.0K | 0.02% | −1−0.1% | Reduced |
| Bollard Group LLC | 800 | $111.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 813 | $113.0K | 0.04% | −796−49.5% | Reduced |
| Lloyd Advisory Services, LLC. | 819 | $114.0K | 0.06% | −141−14.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 818 | $114.0K | 0.00% | −88−9.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 829 | $115.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 838 | $116.0K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 840 | $117.0K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 852 | $118.0K | 0.02% | +8+0.9% | Added |
| Kozak & Associates, Inc. | 1,032 | $123.0K | 0.07% | +1,032 | New |
| Aspire Private Capital, LLC | 894 | $124.0K | 0.04% | −62−6.5% | Reduced |
| Gemmer Asset Management LLC | 890 | $124.0K | 0.02% | +13+1.5% | Added |
| Kelly Lawrence W & Associates Inc | 900 | $125.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 898 | $125.0K | 0.06% | +898 | New |
| Cutler Group LP | 907 | $126.0K | 0.01% | −21,618−96.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 942 | $131.0K | 0.02% | +42+4.7% | Added |
| Neo Ivy Capital Management | 1,085 | $131.0K | 0.15% | +1,000+1,176.5% | Added |
| Laffer Tengler Investments | 953 | $132.4K | 0.04% | +953 | New |
| Wealthstreet Investment Advisors, LLC | 960 | $133.0K | 3.67% | −2,310−70.6% | Reduced |
| Semmax Financial Advisors Inc. | 964 | $134.0K | 0.05% | −29−2.9% | Reduced |
| Ogorek Anthony Joseph | 965 | $134.0K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 971 | $135.0K | 0.09% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 980 | $136.0K | 0.10% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 1,001 | $139.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $139.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,063 | $148.0K | 0.06% | −1,400−56.8% | Reduced |
| Institutional & Family Asset Management, LLC | 1,067 | $148.0K | 0.02% | −44−4.0% | Reduced |
| Pflug Koory, LLC | 1,074 | $149.0K | 0.08% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,107 | $152.0K | 0.11% | −300−21.3% | Reduced |
| Freedman Financial Associates, Inc. | 1,106 | $154.0K | 0.11% | +128+13.1% | Added |
| Pin Oak Investment Advisors Inc | 1,148 | $159.0K | 0.18% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 1,150 | $159.8K | 0.10% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,157 | $161.0K | 0.13% | +11+1.0% | Added |
| WFA of San Diego, LLC | 1,160 | $161.0K | 0.11% | +1,160 | New |
| Professional Financial Advisors, LLC | 1,172 | $163.0K | 0.09% | 00.0% | Unchanged |
| Truehand, Inc | 1,202 | $167.0K | 0.10% | 00.0% | Unchanged |
| State of Wyoming | 1,207 | $167.0K | 0.11% | +767+174.3% | Added |
| Central Bank & Trust Co | 1,206 | $168.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,279 | $178.0K | 0.22% | −1,097−46.2% | Reduced |
| Platinum Investment Management Ltd | 1,285 | $179.0K | 0.01% | −209−14.0% | Reduced |
| Meridian Wealth Partners, LLC | 1,296 | $180.0K | 0.04% | +1,296 | New |
| Atlas Private Wealth Advisors | 1,300 | $181.0K | 0.09% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,323 | $184.0K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,332 | $185.0K | 0.13% | −51−3.7% | Reduced |
| Johnson Midwest Financial, LLC | 1,346 | $187.0K | 0.15% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,344 | $187.0K | 0.04% | +5+0.4% | Added |
| First PREMIER Bank | 1,350 | $188.0K | 0.05% | +430+46.7% | Added |
| Creative Financial Designs Inc | 1,365 | $190.0K | 0.03% | −20−1.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,374 | $191.0K | 0.05% | −142−9.4% | Reduced |
| Reilly Financial Advisors, LLC | 1,397 | $194.0K | 0.02% | −163−10.4% | Reduced |
| Private Ocean, LLC | 1,395 | $194.0K | 0.02% | +4+0.3% | Added |
| Mercer Capital Advisers, Inc. | 1,416 | $197.0K | 0.11% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,425 | $198.0K | 0.09% | −256−15.2% | Reduced |
| Clearview Wealth Advisors LLC | 1,431 | $199.0K | 0.13% | +15+1.1% | Added |
| Sustainable Insight Capital Management, LLC | 1,443 | $200.0K | 0.13% | −71−4.7% | Reduced |
| Stevard, LLC | 1,443 | $200.0K | 0.16% | 00.0% | Unchanged |
| Total Investment Management Inc | 1,442 | $200.0K | 0.05% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,442 | $200.0K | 0.04% | +1,442 | New |
| Southland Equity Partners LLC | 1,444 | $200.7K | 0.09% | +24+1.7% | Added |
| Lumbard & Kellner, LLC | 1,450 | $201.0K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,447 | $201.0K | 0.04% | +1,447 | New |
| Halbert Hargrove Global Advisors, LLC | 1,454 | $202.0K | 0.01% | −24−1.6% | Reduced |
| GM Advisory Group, Inc. | 1,456 | $202.0K | 0.02% | +25+1.7% | Added |
| Apella Capital, LLC | 1,464 | $203.0K | 0.03% | −199−12.0% | Reduced |
| Connolly Sarah T. | 1,460 | $203.0K | 0.17% | 00.0% | Unchanged |
| Lee Financial Co | 1,460 | $203.0K | 0.04% | +100+7.4% | Added |
| Bourne Lent Asset Management Inc | 1,470 | $204.0K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,475 | $205.0K | 0.06% | −1,317−47.2% | Reduced |
| Concentric Wealth Management, LLC | 1,476 | $205.0K | 0.06% | −431−22.6% | Reduced |
| Renaissance Group LLC | 1,477 | $205.0K | 0.01% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 1,479 | $205.0K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 1,427 | $205.0K | 0.03% | +4+0.3% | Added |
| Auxano Advisors, LLC | 1,472 | $205.0K | 0.09% | +58+4.1% | Added |
| Twin Lakes Capital Management, LLC | 1,482 | $206.0K | 0.12% | +17+1.2% | Added |
| Alethea Capital Management, LLC | 1,500 | $208.0K | 0.18% | −200−11.8% | Reduced |
| Greatmark Investment Partners, Inc. | 1,499 | $208.0K | 0.04% | −80−5.1% | Reduced |
| Cadinha & Co LLC | 1,500 | $208.0K | 0.03% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,500 | $208.0K | 0.01% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 1,500 | $208.0K | 0.03% | 00.0% | Unchanged |
| Clark Financial Advisors | 1,499 | $208.0K | 0.19% | +18+1.2% | Added |
| Indie Asset Partners, LLC | 1,498 | $208.0K | 0.17% | +1,498 | New |
| Lountzis Asset Management, LLC | 1,500 | $208.4K | 0.13% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,506 | $209.0K | 0.12% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 1,505 | $209.0K | 0.12% | +1,505 | New |
| Patron Partners Advisors, LLC | 1,511 | $209.0K | 0.15% | +1,511 | New |
| Rinet Co LLC | 1,510 | $210.0K | 0.04% | +72+5.0% | Added |
| Johnson Bixby & Associates, LLC | 1,509 | $210.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,515 | $210.5K | 0.02% | +245+19.3% | Added |
| Foundation Resource Management Inc | 1,524 | $212.0K | 0.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,523 | $212.0K | 0.08% | +89+6.2% | Added |
| Financial Planning & Information Services, Inc. | 1,530 | $213.0K | 0.06% | 00.0% | Unchanged |