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 |
|---|---|---|---|---|---|
| Smith Chas P & Associates Pa Cpas | 1,540 | $214.0K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,538 | $214.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,538 | $214.0K | 0.06% | +17+1.1% | Added |
| Middleton & Co Inc | 1,546 | $215.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,557 | $216.0K | 0.02% | 00.0% | Unchanged |
| 55I, LLC | 1,552 | $216.0K | 0.01% | +1,552 | New |
| Kempen Capital Management N.V. | 1,562 | $217.0K | 0.01% | −10,774−87.3% | Reduced |
| Financial Advisors, LLC | 1,562 | $217.0K | 0.07% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,517 | $217.5K | 0.11% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,573 | $219.0K | 0.04% | +17+1.1% | Added |
| Heritage Wealth Management, LLC | 1,578 | $219.0K | 0.08% | +1,345+577.3% | Added |
| V Wealth Advisors LLC | 1,586 | $220.0K | 0.03% | −45−2.8% | Reduced |
| Wade Financial Advisory, Inc | 1,587 | $220.0K | 0.12% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 1,581 | $220.0K | 0.05% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 1,537 | $220.0K | 0.14% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,590 | $221.0K | 0.04% | −883−35.7% | Reduced |
| Mirador Capital Partners LP | 1,588 | $221.0K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,593 | $221.0K | 0.14% | +150+10.4% | Added |
| River Wealth Advisors LLC | 1,593 | $221.0K | 0.04% | +223+16.3% | Added |
| Maryland Capital Management | 1,597 | $222.0K | 0.01% | −1,398−46.7% | Reduced |
| Sovereign Financial Group, Inc. | 1,595 | $222.0K | 0.13% | −113−6.6% | Reduced |
| Private Capital Advisors, Inc. | 1,600 | $222.0K | 0.04% | +1,600 | New |
| Wedge Capital Management L L P | 1,607 | $223.0K | 0.00% | +34+2.2% | Added |
| Trust Co of Virginia | 1,604 | $223.0K | 0.02% | +1,604 | New |
| Legacy Bridge, LLC | 1,610 | $224.0K | 0.13% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,611 | $224.0K | 0.17% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,622 | $225.0K | 0.07% | −1,000−38.1% | Reduced |
| O'Brien Wealth Partners LLC | 1,569 | $225.0K | 0.08% | −691−30.6% | Reduced |
| Oarsman Capital, Inc. | 1,624 | $226.0K | 0.09% | −66−3.9% | Reduced |
| Founders Capital Management | 1,627 | $226.0K | 0.15% | 00.0% | Unchanged |
| Kalos Management, Inc. | 1,813 | $227.0K | 0.06% | +64+3.7% | Added |
| Axiom Financial Strategies, LLC | 1,632 | $227.0K | 0.11% | +8+0.5% | Added |
| Diversified Portfolios, Inc. | 1,632 | $227.0K | 0.06% | +82+5.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,632 | $227.0K | 0.01% | +1,632 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,640 | $228.0K | 0.08% | −262−13.8% | Reduced |
| Trinity Wealth Management, LLC | 1,644 | $228.0K | 0.17% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,640 | $228.0K | 0.09% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 1,575 | $228.0K | 0.36% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,649 | $229.0K | 0.07% | 00.0% | Unchanged |
| Main Street Research LLC | 1,649 | $229.0K | 0.02% | +116+7.6% | Added |
| Atalanta Sosnoff Capital, LLC | 1,651 | $229.0K | 0.01% | +1,651 | New |
| Foster Group, Inc. | 1,660 | $231.0K | 0.02% | −890−34.9% | Reduced |
| Thomasville National Bank | 1,665 | $231.0K | 0.02% | −696−29.5% | Reduced |
| Carolina Wealth Advisors, LLC | 1,660 | $231.0K | 0.15% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 1,662 | $231.0K | 0.18% | +10+0.6% | Added |
| Aptus Capital Advisors, LLC | 1,668 | $232.0K | 0.01% | −215−11.4% | Reduced |
| Financial Consulate, Inc | 1,671 | $232.0K | 0.08% | −24−1.4% | Reduced |
| Hollencrest Capital Management | 1,671 | $232.0K | 0.02% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 1,672 | $232.0K | 0.10% | +3+0.2% | Added |
| Fortress Wealth Group, LLC | 1,673 | $232.0K | 0.20% | +8+0.5% | Added |
| Tranquility Partners, LLC | 1,672 | $232.0K | 0.12% | +1,672 | New |
| First Mercantile Trust Co | 1,680 | $233.0K | 0.03% | −220−11.6% | Reduced |
| Birchcreek Wealth Management, LLC | 1,674 | $233.0K | 0.22% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,604 | $233.0K | 0.02% | −17−1.0% | Reduced |
| Tempus Wealth Planning, LLC | 1,684 | $234.0K | 0.13% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,681 | $234.0K | 0.08% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,687 | $234.0K | 0.03% | +7+0.4% | Added |
| Dana Investment Advisors, Inc. | 1,684 | $234.0K | 0.01% | +157+10.3% | Added |
| Evoke Wealth, LLC | 1,696 | $235.0K | 0.01% | +26+1.6% | Added |
| Staley Capital Advisers Inc | 1,700 | $236.0K | 0.01% | +22+1.3% | Added |
| Phoenix Wealth Advisors | 1,700 | $236.0K | 0.18% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,704 | $237.0K | 0.12% | +183+12.0% | Added |
| Threadgill Financial, LLC | 1,665 | $237.0K | 0.20% | +1,665 | New |
| Titus Wealth Management | 1,716 | $238.0K | 0.13% | +10+0.6% | Added |
| Farmers Trust Co | 1,658 | $238.0K | 0.05% | +80+5.1% | Added |
| Highland Capital Management, LLC | 1,721 | $239.0K | 0.01% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,000 | $240.0K | 0.11% | −5,000−71.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 1,731 | $240.0K | 0.08% | −140−7.5% | Reduced |
| Ambassador Advisors, LLC | 1,728 | $240.0K | 0.05% | 00.0% | Unchanged |
| Trust Co | 1,731 | $240.0K | 0.06% | +128+8.0% | Added |
| DCM Advisors, LLC | 1,735 | $241.0K | 0.09% | −36−2.0% | Reduced |
| DFPG Investments, LLC | 1,680 | $241.0K | 0.09% | +1,680 | New |
| Stableford Capital II LLC | 1,690 | $242.0K | 0.12% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,752 | $243.0K | 0.17% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,750 | $243.0K | 0.07% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,748 | $243.0K | 0.06% | +6+0.3% | Added |
| Gateway Advisory, LLC | 1,756 | $244.0K | 0.05% | −723−29.2% | Reduced |
| Hexagon Capital Partners LLC | 1,756 | $244.0K | 0.07% | +104+6.3% | Added |
| East Coast Asset Management, LLC. | 1,765 | $245.0K | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,760 | $245.0K | 0.09% | −6−0.3% | Reduced |
| Vishria Bird Financial Group, LLC | 1,769 | $246.0K | 0.13% | +1,769 | New |
| Cornerstone Wealth Group, LLC | 1,778 | $247.0K | 0.04% | +115+6.9% | Added |
| Truepoint, Inc. | 1,787 | $248.0K | 0.01% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,786 | $248.0K | 0.08% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 1,792 | $249.0K | 0.16% | 00.0% | Unchanged |
| Broderick Brian C | 1,797 | $249.0K | 0.07% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 1,801 | $250.0K | 0.06% | −400−18.2% | Reduced |
| Keating Investment Counselors Inc | 1,800 | $250.0K | 0.12% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,809 | $251.0K | 0.03% | −72−3.8% | Reduced |
| Rench Wealth Management, Inc. | 1,810 | $251.0K | 0.12% | +21+1.2% | Added |
| Mosaic Family Wealth, LLC | 1,809 | $251.0K | 0.07% | +1,809 | New |
| Global Trust Asset Management, LLC | 1,812 | $252.0K | 0.11% | −1,850−50.5% | Reduced |
| Columbia Trust Co 01012016 | 1,817 | $252.0K | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,814 | $252.0K | 0.02% | +237+15.0% | Added |
| Miller Investment Management, LP | 1,822 | $253.0K | 0.04% | −396−17.9% | Reduced |
| One + One Wealth Management, LLC | 1,827 | $254.0K | 0.18% | −300−14.1% | Reduced |
| Quest Capital Management Inc | 1,831 | $254.0K | 0.05% | −15−0.8% | Reduced |
| RB Capital Management, LLC | 1,825 | $254.0K | 0.10% | +19+1.1% | Added |
| Blue Barn Wealth, LLC | 1,827 | $254.0K | 0.22% | +1,827 | New |
| Acorn Financial Advisory Services Inc | 1,838 | $255.0K | 0.08% | −713−27.9% | Reduced |