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 | 3,708 | $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, 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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 5,178 | $719.4K | 0.04% | +179+3.6% | Added |
| Beacon Financial Advisory LLC | 5,168 | $718.0K | 0.37% | +38+0.7% | Added |
| Heritage Trust Co | 5,167 | $718.0K | 0.10% | +221+4.5% | Added |
| FourThought Financial, LLC | 5,156 | $716.0K | 0.10% | +511+11.0% | Added |
| Choate Investment Advisors | 5,151 | $715.0K | 0.05% | +104+2.1% | Added |
| Capital Advisors Inc | 5,145 | $715.0K | 0.02% | +284+5.8% | Added |
| Bond & Devick Financial Network, Inc. | 5,130 | $713.0K | 0.59% | −10−0.2% | Reduced |
| Clarius Group, LLC | 5,127 | $712.0K | 0.06% | −262−4.9% | Reduced |
| Valmark Advisers, Inc. | 5,105 | $709.0K | 0.01% | −389−7.1% | Reduced |
| Port Capital LLC | 5,098 | $708.0K | 0.04% | −131−2.5% | Reduced |
| Connecticut Wealth Management, LLC | 5,096 | $708.0K | 0.06% | +298+6.2% | Added |
| Manchester Capital Management LLC | 5,069 | $704.0K | 0.10% | +300+6.3% | Added |
| Sax Wealth Advisors, LLC | 5,030 | $699.0K | 0.17% | +21+0.4% | Added |
| Fenimore Asset Management Inc | 5,033 | $699.0K | 0.02% | +48+1.0% | Added |
| SPC Financial, Inc. | 5,025 | $698.0K | 0.09% | +116+2.4% | Added |
| GFS Advisors, LLC | 5,000 | $695.0K | 0.15% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,991 | $693.0K | 0.22% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 4,985 | $693.0K | 0.43% | +19+0.4% | Added |
| Roman Butler Fullerton & Co | 4,868 | $693.0K | 0.32% | +44+0.9% | Added |
| American National Registered Investment Advisor, Inc. | 4,984 | $692.0K | 0.25% | −20.0% | Reduced |
| ETF Managers Group, LLC | 4,960 | $690.0K | 0.01% | +452+10.0% | Added |
| Tradition Wealth Management, LLC | 4,935 | $686.0K | 0.10% | +362+7.9% | Added |
| CenterStar Asset Management, LLC | – | $686.0K | 0.54% | – | New |
| Coldstream Capital Management Inc | 5,624 | $684.0K | 0.03% | +1,964+53.7% | Added |
| Woodstock Corp | 4,919 | $683.0K | 0.08% | 00.0% | Unchanged |
| Bank of Hawaii | 4,907 | $682.0K | 0.04% | −2,371−32.6% | Reduced |
| Almanack Investment Partners, LLC. | 4,910 | $682.0K | 0.06% | −303−5.8% | Reduced |
| Beach Investment Counsel Inc | 4,903 | $681.0K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,886 | $680.0K | 0.05% | +200+4.3% | Added |
| Cable Hill Partners, LLC | 4,896 | $680.0K | 0.16% | +356+7.8% | Added |
| Aspiriant, LLC | 4,878 | $679.0K | 0.04% | −670−12.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,886 | $678.8K | 0.10% | +225+4.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,879 | $678.0K | 0.29% | +141+3.0% | Added |
| FDx Advisors, Inc. | 4,870 | $677.0K | 0.02% | −989−16.9% | Reduced |
| Roanoke Asset Management Corp | 4,870 | $677.0K | 0.24% | +350+7.7% | Added |
| Meridian Wealth Advisors, LLC | 4,857 | $675.0K | 0.19% | +73+1.5% | Added |
| Little House Capital LLC | 4,849 | $674.0K | 0.40% | −3,123−39.2% | Reduced |
| Berkshire Asset Management LLC | 4,852 | $674.0K | 0.05% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 4,831 | $671.0K | 0.08% | −13,040−73.0% | Reduced |
| Twin Capital Management Inc | 4,829 | $671.0K | 0.07% | −2,990−38.2% | Reduced |
| Engine No. 1 LLC | 4,829 | $671.0K | 0.17% | +1,973+69.1% | Added |
| We Are One Seven, LLC | 5,346 | $669.0K | 0.08% | −1,988−27.1% | Reduced |
| Intersect Capital LLC | 4,803 | $667.0K | 0.11% | −1,011−17.4% | Reduced |
| Zuckerman Investment Group, LLC | 4,785 | $665.0K | 0.11% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,789 | $665.0K | 0.08% | +251+5.5% | Added |
| Stoneridge Investment Partners LLC | 4,771 | $663.0K | 0.33% | −2,416−33.6% | Reduced |
| AGF Investments LLC | 4,772 | $663.0K | 0.07% | +4,508+1,707.6% | Added |
| Wealth Architects, LLC | 4,748 | $660.0K | 0.13% | −96−2.0% | Reduced |
| City Holding Co | 4,749 | $660.0K | 0.11% | +107+2.3% | Added |
| Everett Harris & Co | 4,733 | $658.0K | 0.01% | −800−14.5% | Reduced |
| Sunflower Bank, N.A. | 4,704 | $654.0K | 0.09% | −3,842−45.0% | Reduced |
| Chelsea Counsel Co | 4,695 | $653.0K | 0.30% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,703 | $653.0K | 0.08% | +242+5.4% | Added |
| Calton & Associates, Inc. | 4,694 | $652.0K | 0.14% | −1,344−22.3% | Reduced |
| Abbrea Capital, LLC | 4,691 | $652.0K | 0.10% | −770−14.1% | Reduced |
| E&G Advisors, LP | 4,670 | $649.0K | 0.18% | +4,670 | Added |
| Wimmer Associates 1, LLC | 4,669 | $649.0K | 0.38% | −4−0.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,647 | $646.0K | 0.29% | +526+12.8% | Added |
| Sugarloaf Wealth Management, LLC | 4,640 | $645.0K | 0.17% | −233−4.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 4,634 | $644.0K | 0.03% | −25−0.5% | Reduced |
| Burt Wealth Advisors | 4,624 | $642.0K | 0.20% | +8+0.2% | Added |
| Cape Cod Five Cents Savings Bank | 4,609 | $640.0K | 0.07% | +88+1.9% | Added |
| Larson Financial Group LLC | 4,599 | $639.0K | 0.13% | +3,633+376.1% | Added |
| Trustcore Financial Services, LLC | 4,587 | $637.0K | 0.06% | −242−5.0% | Reduced |
| Wealthsource Partners, LLC | 4,575 | $636.0K | 0.06% | −349−7.1% | Reduced |
| Clean Yield Group | 4,578 | $636.0K | 0.23% | +394+9.4% | Added |
| First National Bank Sioux Falls | 4,565 | $635.0K | 1.06% | +1,886+70.4% | Added |
| Wealthquest Corp | 4,566 | $634.0K | 0.11% | +271+6.3% | Added |
| Integrated Investment Consultants, LLC | 4,559 | $633.0K | 0.19% | +838+22.5% | Added |
| Bath Savings Trust Co | 4,548 | $632.0K | 0.07% | +407+9.8% | Added |
| DF Dent & Co Inc | 4,533 | $630.0K | 0.01% | −135−2.9% | Reduced |
| Telos Capital Management, Inc. | 4,521 | $628.0K | 0.09% | −81−1.8% | Reduced |
| Lebenthal Global Advisors, LLC | 4,518 | $627.0K | 0.39% | −3,991−46.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,515 | $627.0K | 0.15% | −506−10.1% | Reduced |
| Becker Capital Management Inc | 4,508 | $626.0K | 0.03% | +140+3.2% | Added |
| Boston Research & Management Inc | 4,496 | $624.0K | 0.19% | −285−6.0% | Reduced |
| Investment Partners, Ltd. | 4,494 | $624.0K | 0.28% | −24−0.5% | Reduced |
| Union Heritage Capital, LLC | 4,470 | $621.0K | 0.29% | −1,800−28.7% | Reduced |
| Burleson & Company, LLC | 4,472 | $621.0K | 0.09% | −137−3.0% | Reduced |
| Jupiter Asset Management Ltd | 4,473 | $621.0K | 0.01% | +4,473 | New |
| Cowa, LLC | 4,456 | $619.0K | 0.35% | +53+1.2% | Added |
| Independent Investors Inc | 4,450 | $618.0K | 0.15% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 4,449 | $618.0K | 0.91% | +431+10.7% | Added |
| TD Ameritrade Investment Management, LLC | 5,072 | $617.0K | 0.01% | +4,697+1,252.5% | Added |
| Roof Eidam & Maycock | 4,437 | $616.0K | 0.23% | −385−8.0% | Reduced |
| SNS Financial Group, LLC | 4,432 | $616.0K | 0.08% | −45−1.0% | Reduced |
| GYL Financial Synergies, LLC | 4,433 | $616.0K | 0.31% | +284+6.8% | Added |
| Lakeview Capital Partners, LLC | 4,427 | $615.0K | 0.28% | +307+7.5% | Added |
| Argus Investors' Counsel, Inc. | 4,420 | $614.0K | 0.40% | −11,980−73.0% | Reduced |
| TrinityPoint Wealth, LLC | 4,419 | $614.0K | 0.12% | +986+28.7% | Added |
| Palisade Capital Management LLC | 4,415 | $613.0K | 0.01% | +100+2.3% | Added |
| Bowen Hanes & Co Inc | 4,410 | $613.0K | 0.02% | +110+2.6% | Added |
| Austin Private Wealth, LLC | 4,413 | $613.0K | 0.13% | +373+9.2% | Added |
| Jeppson Wealth Management, LLC | 4,410 | $612.0K | 0.32% | +70+1.6% | Added |
| Fosun International Ltd | 4,400 | $612.0K | 0.03% | +400+10.0% | Added |
| Harbor Advisory Corp | 4,404 | $612.0K | 0.27% | +1,860+73.1% | Added |
| Intercontinental Wealth Advisors, LLC | 4,388 | $610.0K | 0.14% | −304−6.5% | Reduced |
| Private Capital Group, LLC | 4,359 | $606.0K | 0.14% | +530+13.8% | Added |
| SFMG, LLC | 4,359 | $606.0K | 0.07% | +567+15.0% | Added |
| Copperwynd Financial, LLC | 4,341 | $603.0K | 0.25% | +189+4.6% | Added |