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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 2,565 | $356.0K | 0.05% | +2,565 | New |
| Bingham Osborn & Scarborough LLC | 2,558 | $355.0K | 0.02% | −810−24.0% | Reduced |
| Karpas Strategies, LLC | 2,815 | $355.0K | 0.12% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,554 | $355.0K | 0.13% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,546 | $354.0K | 0.09% | +144+6.0% | Added |
| TCG Advisory Services, LLC | 2,544 | $353.0K | 0.09% | +1,024+67.4% | Added |
| Virtue Capital Management, LLC | 2,544 | $353.0K | 0.06% | +2,544 | New |
| WealthPLAN Partners, LLC | 2,882 | $350.0K | 0.02% | +25+0.9% | Added |
| Provident Wealth Management, LLC | 2,522 | $350.0K | 0.27% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 2,522 | $350.0K | 0.22% | +27+1.1% | Added |
| Prudent Investors Network | 2,518 | $350.0K | 0.18% | +400+18.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,510 | $349.0K | 0.22% | −155−5.8% | Reduced |
| Bank Ozk | 2,507 | $348.0K | 0.16% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,504 | $348.0K | 0.06% | +2,504 | New |
| Global Strategic Investment Solutions, LLC | 2,494 | $347.0K | 0.06% | −500−16.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,490 | $346.0K | 0.00% | −136−5.2% | Reduced |
| TAP Consulting, LLC | 2,478 | $344.0K | 0.09% | −1,017−29.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,465 | $342.0K | 0.01% | −2,189−47.0% | Reduced |
| Paradigm Financial Partners, LLC | 2,409 | $342.0K | 0.08% | +14+0.6% | Added |
| Acropolis Investment Management, LLC | 2,502 | $341.0K | 0.04% | +2+0.1% | Added |
| Successful Portfolios LLC | 2,454 | $341.0K | 0.20% | −10−0.4% | Reduced |
| Cornerstone Management, Inc. | 2,454 | $340.9K | 0.09% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,449 | $340.0K | 0.02% | −68−2.7% | Reduced |
| Geller Advisors LLC | 2,448 | $340.0K | 0.07% | +57+2.4% | Added |
| Mma Asset Management LLC | 2,439 | $339.0K | 0.26% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,436 | $338.0K | 0.07% | +93+4.0% | Added |
| Berman Capital Advisors, LLC | 2,429 | $336.0K | 0.05% | +1,097+82.4% | Added |
| Glen Eagle Advisors, LLC | 2,412 | $335.1K | 0.10% | +130+5.7% | Added |
| West Family Investments, Inc. | 2,410 | $335.0K | 0.09% | +197+8.9% | Added |
| D'Orazio & Associates, Inc. | 2,414 | $335.0K | 0.08% | +305+14.5% | Added |
| Pallas Capital Advisors LLC | 2,630 | $334.0K | 0.04% | +29+1.1% | Added |
| Nottingham Advisors, Inc. | 2,404 | $334.0K | 0.03% | −40−1.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 2,400 | $333.0K | 0.02% | 00.0% | Unchanged |
| New England Investment & Retirement Group, Inc. | 2,394 | $333.0K | 0.08% | +417+21.1% | Added |
| Financial Management Professionals, Inc. | 2,397 | $333.0K | 0.08% | +421+21.3% | Added |
| Hummer Financial Advisory Services Inc | 2,390 | $332.0K | 0.31% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 2,386 | $331.0K | 0.10% | 00.0% | Unchanged |
| Slow Capital, Inc. | 2,368 | $329.0K | 0.06% | +131+5.9% | Added |
| PDS Planning, Inc | 2,371 | $329.0K | 0.08% | +179+8.2% | Added |
| Mezzasalma Advisors, LLC | 2,357 | $327.0K | 0.18% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,347 | $326.0K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,340 | $325.0K | 0.07% | −37−1.6% | Reduced |
| TruWealth Advisors, LLC | 2,331 | $324.0K | 0.04% | −6,271−72.9% | Reduced |
| Apriem Advisors | 2,330 | $324.0K | 0.05% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,331 | $324.0K | 0.10% | +350+17.7% | Added |
| Cottage Street Advisors LLC | 2,329 | $324.0K | 0.22% | +2,329 | New |
| Armbruster Capital Management, Inc. | 2,324 | $323.0K | 0.09% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,325 | $323.0K | 0.04% | +191+9.0% | Added |
| Family Firm, Inc. | 2,273 | $322.0K | 0.08% | −436−16.1% | Reduced |
| Rockbridge Investment Management, LCC | 2,320 | $322.0K | 0.05% | +2+0.1% | Added |
| Pinnacle Bancorp, Inc. | 2,316 | $322.0K | 0.13% | +48+2.1% | Added |
| qPULA Trading Management LP | 2,300 | $320.0K | 0.50% | −2,400−51.1% | Reduced |
| Klingman & Associates, LLC | 2,302 | $320.0K | 0.03% | −17−0.7% | Reduced |
| Beck Mack & Oliver LLC | 2,300 | $320.0K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,304 | $320.0K | 0.13% | +13+0.6% | Added |
| Atlas Capital Advisors LLC | 2,297 | $319.1K | 0.05% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 2,271 | $316.0K | 0.11% | +159+7.5% | Added |
| First Affirmative Financial Network | 2,264 | $315.0K | 0.32% | +2,264 | New |
| Krilogy Financial LLC | 2,261 | $314.0K | 0.03% | −149−6.2% | Reduced |
| VisionPoint Advisory Group, LLC | 2,538 | $314.0K | 0.14% | +392+18.3% | Added |
| Tealwood Asset Management Inc | 2,258 | $314.0K | 0.13% | +2,258 | New |
| Callahan Advisors, LLC | 2,260 | $314.0K | 0.04% | +2,260 | New |
| Venturi Wealth Management, LLC | 2,256 | $313.0K | 0.03% | −128−5.4% | Reduced |
| Aviance Capital Partners, LLC | 2,248 | $312.0K | 0.06% | +7+0.3% | Added |
| Leisure Capital Management | 2,246 | $312.0K | 0.17% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,242 | $312.0K | 0.06% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,241 | $311.3K | 0.07% | +2+0.1% | Added |
| Boltwood Capital Management | 2,235 | $311.0K | 0.13% | −200−8.2% | Reduced |
| Hartline Investment Corp | 2,239 | $311.0K | 0.04% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,237 | $311.0K | 0.04% | +1,009+82.2% | Added |
| Saratoga Research & Investment Management | 2,222 | $309.0K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,221 | $309.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,213 | $308.0K | 0.08% | −49−2.2% | Reduced |
| Koss-Olinger Consulting, LLC | 2,219 | $308.0K | 0.05% | −5−0.2% | Reduced |
| Sterling Financial Planning, Inc. | 2,211 | $307.0K | 0.20% | −239−9.8% | Reduced |
| Domani Wealth, LLC | 2,207 | $307.0K | 0.06% | +10.0% | Added |
| McKinley Carter Wealth Services, Inc. | 2,204 | $306.0K | 0.03% | −300−12.0% | Reduced |
| MA Private Wealth | 2,204 | $306.0K | 0.06% | +19+0.9% | Added |
| Financial Management Network Inc | 2,121 | $306.0K | 0.16% | +48+2.3% | Added |
| Van Hulzen Asset Management, LLC | 2,202 | $306.0K | 0.05% | +299+15.7% | Added |
| Gradient Capital Advisors, LLC | 2,192 | $305.0K | 0.14% | +77+3.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,202 | $305.0K | 0.04% | +199+9.9% | Added |
| Camden Capital, LLC | 2,191 | $304.0K | 0.06% | −88−3.9% | Reduced |
| Princeton Global Asset Management LLC | 2,185 | $304.0K | 0.09% | +10+0.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,176 | $302.0K | 0.14% | −148−6.4% | Reduced |
| Great Diamond Partners, LLC | 2,180 | $302.0K | 0.08% | +10+0.5% | Added |
| First National Bank of South Miami | 2,177 | $302.0K | 0.20% | +111+5.4% | Added |
| Oxford Financial Group Ltd | 2,162 | $300.0K | 0.04% | −1,377−38.9% | Reduced |
| Catalyst Capital Advisors LLC | 2,161 | $300.0K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 2,149 | $299.0K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 2,137 | $297.0K | 0.05% | +10.0% | Added |
| Calamos Wealth Management LLC | 2,132 | $296.0K | 0.02% | −1,148−35.0% | Reduced |
| Blueprint Investment Partners LLC | 2,130 | $296.0K | 0.15% | +312+17.2% | Added |
| CX Institutional | 2,123 | $295.0K | 0.02% | +59+2.9% | Added |
| Triangle Securities Wealth Management | 2,113 | $294.0K | 0.10% | −144−6.4% | Reduced |
| Private Capital Management LLC | 2,118 | $294.0K | 0.12% | +2,118 | New |
| Inscription Capital, LLC | 2,107 | $293.0K | 0.09% | −44,155−95.4% | Reduced |
| Holistic Financial Partners | 2,107 | $293.0K | 0.18% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,103 | $292.0K | 0.13% | +9+0.4% | Added |
| Bouchey Financial Group Ltd | 2,097 | $291.0K | 0.04% | 00.0% | Unchanged |