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 |
|---|---|---|---|---|---|
| Parsec Financial Management, Inc. | 4,977 | $602.0K | 0.03% | −1,979−28.5% | Reduced |
| WMS Partners, LLC | 4,330 | $602.0K | 0.09% | −95−2.1% | Reduced |
| Matrix Private Capital Group LLC | 4,334 | $602.0K | 0.32% | +33+0.8% | Added |
| Emerald Advisors, LLC | 4,325 | $601.0K | 0.17% | −1,788−29.2% | Reduced |
| Bank of New Hampshire | 4,097 | $601.0K | 0.16% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 4,324 | $601.0K | 0.09% | +2,000+86.1% | Added |
| Armor Investment Advisors, LLC | 4,313 | $599.0K | 0.38% | +6+0.1% | Added |
| Mather Group, LLC. | 4,310 | $599.0K | 0.01% | +27+0.6% | Added |
| Hutchinson Capital Management | 4,297 | $597.0K | 0.14% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 4,295 | $597.0K | 0.35% | +300+7.5% | Added |
| Fukoku Mutual Life Insurance Co | 4,300 | $597.0K | 0.05% | +710+19.8% | Added |
| Kendall Capital Management | 4,285 | $595.0K | 0.32% | −990−18.8% | Reduced |
| Liberty Wealth Management LLC | 4,123 | $595.0K | 0.21% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,767 | $594.0K | 0.24% | +100+2.1% | Added |
| Acorn Wealth Advisors, LLC | 4,267 | $593.0K | 0.41% | +878+25.9% | Added |
| Signature Wealth Management Partners, LLC | 4,244 | $590.0K | 0.53% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,237 | $589.0K | 0.19% | +34+0.8% | Added |
| Trillium Asset Management, LLC | 4,219 | $586.0K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 4,213 | $585.0K | 0.23% | −7,836−65.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 4,204 | $584.0K | 0.12% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 4,201 | $584.0K | 0.20% | +51+1.2% | Added |
| Krane Funds Advisors LLC | 4,205 | $584.0K | 0.01% | +86+2.1% | Added |
| Palumbo Wealth Management LLC | 4,200 | $583.0K | 0.38% | +47+1.1% | Added |
| PFG Advisors | 4,183 | $581.0K | 0.07% | −7−0.2% | Reduced |
| Atlantic Trust, LLC | 4,179 | $581.0K | 0.37% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,173 | $580.0K | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 4,159 | $578.0K | 0.06% | −343−7.6% | Reduced |
| BT Wealth Management LLC | 4,163 | $578.0K | 0.18% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,158 | $578.0K | 0.08% | +275+7.1% | Added |
| McGuire Investment Group, LLC | 4,134 | $574.0K | 0.11% | +171+4.3% | Added |
| ACG Wealth | 4,124 | $573.0K | 0.08% | +365+9.7% | Added |
| Tiemann Investment Advisors, LLC | 4,101 | $570.0K | 0.27% | −39−0.9% | Reduced |
| CSS LLC | 4,101 | $570.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,097 | $569.2K | 0.05% | +1,487+57.0% | Added |
| First Command Bank | 4,079 | $567.0K | 0.10% | −60−1.4% | Reduced |
| First Command Financial Services, Inc. | 4,079 | $567.0K | 0.10% | −60−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 4,073 | $566.0K | 0.19% | +3+0.1% | Added |
| LBMC Investment Advisors, LLC | 7,450 | $566.0K | 0.05% | +3,399+83.9% | Added |
| Van Cleef Asset Management,Inc | 4,067 | $565.0K | 0.09% | −996−19.7% | Reduced |
| Indiana Trust & Investment Management CO | 4,069 | $565.0K | 0.28% | −637−13.5% | Reduced |
| Terra Nova Asset Management LLC | 4,066 | $565.0K | 0.45% | +1,127+38.3% | Added |
| Accredited Investors Inc. | 4,054 | $563.0K | 0.06% | −384−8.7% | Reduced |
| Cambridge Advisors Inc. | 4,045 | $562.0K | 0.14% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 4,044 | $562.0K | 0.33% | +155+4.0% | Added |
| WealthShield Partners, LLC | 4,035 | $561.0K | 0.15% | −220−5.2% | Reduced |
| Balentine LLC | 4,034 | $561.0K | 0.02% | +2,274+129.2% | Added |
| Sabal Trust CO | 4,033 | $560.0K | 0.04% | +250+6.6% | Added |
| Ardsley Advisory Partners LP | 4,000 | $558.0K | 0.12% | +4,000 | New |
| Country Trust Bank | 4,001 | $556.0K | 0.02% | −1,151−22.3% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $556.0K | 0.18% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,668 | $555.0K | 0.13% | +340+7.9% | Added |
| Global Retirement Partners, LLC | 3,986 | $554.0K | 0.05% | +1,911+92.1% | Added |
| Addison Advisors LLC | 3,983 | $553.0K | 0.44% | +6+0.2% | Added |
| RNC Capital Management LLC | 3,983 | $553.0K | 0.03% | +361+10.0% | Added |
| Zacks Investment Management | 3,969 | $551.0K | 0.01% | −50−1.2% | Reduced |
| Israel Discount Bank of New York | 3,959 | $550.0K | 0.37% | +3,959 | New |
| Endurance Wealth Management, Inc. | 3,948 | $549.0K | 0.06% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 3,938 | $547.1K | 0.33% | +5+0.1% | Added |
| Highland Private Wealth Management | 3,926 | $546.0K | 0.08% | +746+23.5% | Added |
| SignalPoint Asset Management, LLC | 3,926 | $545.0K | 0.17% | +4+0.1% | Added |
| Resource Management, LLC | 3,924 | $545.0K | 0.06% | +280+7.7% | Added |
| CFM Wealth Partners LLC | 3,919 | $544.0K | 0.14% | 00.0% | Unchanged |
| Boit C F David | 3,784 | $542.0K | 0.37% | +200+5.6% | Added |
| Sanders Morris Harris LLC | 3,900 | $541.0K | 0.10% | 00.0% | Unchanged |
| First National Corp | 3,897 | $541.0K | 0.12% | −141−3.5% | Reduced |
| Magnolia Capital Management Ltd | 3,897 | $541.0K | 0.47% | +1,450+59.3% | Added |
| Cidel Asset Management Inc | 3,888 | $540.0K | 0.02% | 00.0% | Unchanged |
| CSM Advisors, LLC | 3,880 | $539.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,880 | $539.0K | 0.10% | 00.0% | Unchanged |
| MJP Associates Inc | 3,882 | $539.0K | 0.18% | +28+0.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,873 | $538.0K | 0.09% | −196−4.8% | Reduced |
| Headinvest, LLC | 3,875 | $538.0K | 0.10% | −182−4.5% | Reduced |
| Capstone Triton Financial Group, LLC | 4,192 | $535.0K | 0.32% | −7,955−65.5% | Reduced |
| Roth Financial Partners LLC | 3,852 | $535.0K | 0.42% | 00.0% | Unchanged |
| South State Corp. | 3,837 | $533.0K | 0.04% | −768−16.7% | Reduced |
| Chesapeake Wealth Management | 3,832 | $533.0K | 0.19% | −214−5.3% | Reduced |
| Claraphi Advisory Network, LLC | 3,840 | $533.0K | 0.19% | −23−0.6% | Reduced |
| Full Sail Capital, LLC | 3,829 | $532.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,821 | $531.0K | 0.08% | +458+13.6% | Added |
| Qci Asset Management Inc | 3,823 | $531.0K | 0.03% | +1,352+54.7% | Added |
| Grant/GrossMendelsohn, LLC | 4,145 | $529.0K | 0.42% | −484−10.5% | Reduced |
| Paulson Wealth Management Inc. | 3,797 | $528.0K | 0.25% | +246+6.9% | Added |
| Interchange Capital Partners, LLC | 3,788 | $526.0K | 0.88% | +3+0.1% | Added |
| Allred Capital Management, LLC | 3,776 | $525.0K | 0.27% | −279−6.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,782 | $525.0K | 0.03% | +200+5.6% | Added |
| Hoylecohen, LLC | 3,767 | $523.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,764 | $523.0K | 0.05% | +110+3.0% | Added |
| Institute for Wealth Management, LLC. | 3,756 | $522.0K | 0.09% | −71−1.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,756 | $522.0K | 0.33% | +2,603+225.8% | Added |
| Clark Capital Management Group, Inc. | 3,749 | $521.0K | 0.01% | −142−3.6% | Reduced |
| Eads & Heald Wealth Management | 3,753 | $521.0K | 0.25% | +208+5.9% | Added |
| Trinity Legacy Partners, LLC | 3,728 | $518.0K | 0.19% | −377−9.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,718 | $517.0K | 0.21% | −300−7.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,722 | $517.0K | 0.33% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,715 | $516.0K | 0.03% | −3,666−49.7% | Reduced |
| Somerville Kurt F | 3,715 | $516.0K | 0.08% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,714 | $516.0K | 0.11% | −78−2.1% | Reduced |
| New Capital Management LP | 3,625 | $516.0K | 0.28% | +3,625 | New |
| Harbor Financial Services, LLC | 3,710 | $515.0K | 0.22% | +152+4.3% | Added |
| CMG Global Holdings, LLC | 3,689 | $512.0K | 0.38% | −1,256−25.4% | Reduced |