Skip to main content

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.

Institutional holdersQ3 2021: 2,169 institutions
Q1 2021: 2,156 institutionsQ2 2021: 2,224 institutionsQ3 2021: 2,169 institutionsQ4 2021: 2,354 institutionsQ1 2022: 2,342 institutionsQ2 2022: 2,379 institutionsQ3 2022: 2,288 institutionsQ4 2022: 2,438 institutionsQ1 2023: 2,399 institutionsQ2 2023: 2,429 institutionsQ3 2023: 2,468 institutionsQ4 2023: 2,686 institutionsQ1 2024: 2,809 institutionsQ2 2024: 2,764 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,147 institutionsQ1 2025: 3,268 institutionsQ2 2025: 3,411 institutionsQ3 2025: 3,424 institutionsQ4 2025: 3,707 institutionsQ1 2026: 3,496 institutionsQ2 2026: 3,644 institutions
Value heldQ3 2021: $70.6B
Q1 2021: $66.9BQ2 2021: $74.2BQ3 2021: $70.6BQ4 2021: $67.0BQ1 2022: $65.1BQ2 2022: $71.9BQ3 2022: $61.5BQ4 2022: $74.3BQ1 2023: $67.7BQ2 2023: $69.7BQ3 2023: $74.5BQ4 2023: $88.4BQ1 2024: $104.2BQ2 2024: $95.1BQ3 2024: $124.7BQ4 2024: $126.2BQ1 2025: $145.7BQ2 2025: $172.7BQ3 2025: $163.1BQ4 2025: $177.2BQ1 2026: $143.7BQ2 2026: $172.1B
Institutions holding IBM and their total value by quarter
QuarterHoldersValue
Q2 20263,644$172.1B
Q1 20263,496$143.7B
Q4 20253,707$177.2B
Q3 20253,424$163.1B
Q2 20253,411$172.7B
Q1 20253,268$145.7B
Q4 20243,147$126.2B
Q3 20242,941$124.7B
Q2 20242,764$95.1B
Q1 20242,809$104.2B
Q4 20232,686$88.4B
Q3 20232,468$74.5B
Q2 20232,429$69.7B
Q1 20232,399$67.7B
Q4 20222,438$74.3B
Q3 20222,288$61.5B
Q2 20222,379$71.9B
Q1 20222,342$65.1B
Q4 20212,354$67.0B
Q3 20212,169$70.6B
Q2 20212,224$74.2B
Q1 20212,156$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.

Institutions holding IBM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Donoghue Forlines LLC18,681$2.60M0.50%+91+0.5%Added
Jefferies Group LLC18,662$2.59M0.06%+18,662New
Dynamic Advisor Solutions LLC18,436$2.56M0.19%+5,364+41.0%Added
Haverford Trust Co18,412$2.56M0.03%−129,990−87.6%Reduced
Vaughan David Investments LLC18,311$2.54M0.08%−525−2.8%Reduced
Round Hill Asset Management18,241$2.53M1.27%−280−1.5%Reduced
Pinnacle Financial Partners Inc18,001$2.50M0.09%+765+4.4%Added
Stock Yards Bank & Trust Co17,917$2.49M0.16%+1,441+8.7%Added
Great Lakes Advisors, LLC17,692$2.46M0.04%−124,249−87.5%Reduced
Stamos Capital Partners, L.P.17,580$2.44M1.37%00.0%Unchanged
Associated Banc-Corp17,577$2.44M0.10%+2,008+12.9%Added
AlphaCrest Capital Management LLC17,565$2.44M0.13%−4,333−19.8%Reduced
McMillion Capital Management Inc17,544$2.44M1.43%+22+0.1%Added
Security National Trust Co16,599$2.43M0.56%00.0%Unchanged
Alaska Permanent Fund Corp17,500$2.43M0.05%00.0%Unchanged
Squarepoint Ops LLC17,484$2.43M0.02%+4,540+35.1%Added
Altium Wealth Management LLC17,458$2.42M0.17%+1,208+7.4%Added
Herold Advisors, Inc.17,452$2.42M0.94%+17,452New
Jones Financial Companies LLLP17,434$2.42M0.00%−233−1.3%Reduced
Clearstead Advisors, LLC17,323$2.41M0.18%+1,063+6.5%Added
Iowa State Bank17,138$2.38M0.67%+185+1.1%Added
Symmetry Partners, LLC16,576$2.37M0.16%00.0%Unchanged
Investment Management of Virginia LLC17,068$2.37M0.46%+647+3.9%Added
Mutual Advisors, LLC16,927$2.35M0.14%+1,487+9.6%Added
TrimTabs Asset Management, LLC17,070$2.35M1.14%00.0%Unchanged
Kinloch Capital, LLC16,866$2.34M1.65%+1,912+12.8%Added
Freestone Capital Holdings, LLC16,819$2.34M0.12%+1,327+8.6%Added
Novare Capital Management LLC16,809$2.33M0.26%−71,718−81.0%Reduced
Oxbow Advisors, LLC16,807$2.33M0.24%−100−0.6%Reduced
Convergence Investment Partners, LLC16,780$2.33M1.25%−8,197−32.8%Reduced
Allen Capital Group, LLC16,696$2.32M0.47%+1,840+12.4%Added
Meridian Wealth Management, LLC16,692$2.32M0.29%+1,002+6.4%Added
Claret Asset Management Corp16,673$2.32M0.40%−865−4.9%Reduced
Cacti Asset Management LLC16,600$2.31M0.20%00.0%Unchanged
Jackson Hole Capital Partners, LLC16,599$2.31M0.75%+592+3.7%Added
Folger Nolan Fleming Douglas Capital Management, Inc16,561$2.30M0.28%−1,226−6.9%Reduced
Lowe Brockenbrough & Co Inc16,538$2.30M0.18%−607−3.5%Reduced
Hanson & Doremus Investment Management16,540$2.30M0.53%+319+2.0%Added
Citizens Financial Group Inc16,528$2.30M0.08%+2,463+17.5%Added
Hamilton Point Investment Advisors, LLC16,455$2.29M0.61%+182+1.1%Added
Prospera Financial Services Inc16,411$2.28M0.11%−407−2.4%Reduced
Sterneck Capital Management, LLC16,415$2.28M1.45%+184+1.1%Added
Brown Miller Wealth Management, LLC16,405$2.28M1.43%+442+2.8%Added
King Luther Capital Management Corp16,363$2.27M0.01%−4,701−22.3%Reduced
Gamble Jones Investment Counsel16,342$2.27M0.15%00.0%Unchanged
Grimes & Company, Inc.16,306$2.27M0.10%−449−2.7%Reduced
V2 Financial group LLC16,290$2.26M1.95%−706−4.2%Reduced
Quantitative Investment Management, LLC16,211$2.25M0.20%+16,211New
Truvestments Capital LLC16,130$2.24M1.24%+680+4.4%Added
Personal Capital Advisors Corp16,096$2.24M0.01%+470+3.0%Added
Lee Danner & Bass Inc16,065$2.23M0.21%−1,182−6.9%Reduced
North Star Investment Management Corp.16,014$2.23M0.18%+70.0%Added
San Luis Wealth Advisors LLC16,018$2.23M1.24%+16,018New
Edmp, Inc.15,970$2.22M2.35%+493+3.2%Added
Culbertson A N & Co Inc15,966$2.22M0.45%+1,128+7.6%Added
Mid Atlantic Financial Management Inc15,910$2.21M0.15%−1,007−6.0%Reduced
Eudaimonia Partners, LLC15,837$2.20M0.40%+895+6.0%Added
Wagner Wealth Management, LLC17,522$2.19M1.75%+810+4.8%Added
Cadence Bank NA15,773$2.19M0.65%−25−0.2%Reduced
Gladstone Institutional Advisory LLC15,646$2.17M0.21%+2,118+15.7%Added
Integrated Wealth Concepts LLC15,627$2.17M0.07%+7,234+86.2%Added
R.m.sincerbeaux Capital Management LLC15,557$2.16M1.42%−100−0.6%Reduced
Sheaff Brock Investment Advisors, LLC15,553$2.16M0.21%+1,220+8.5%Added
Penserra Capital Management LLC15,503$2.15M0.04%+2,136+16.0%Added
Miracle Mile Advisors, LLC15,394$2.14M0.10%+4,880+46.4%Added
Zions Bancorporation, N.A.15,279$2.12M0.22%−3,155−17.1%Reduced
Security National Bank of Sioux City Iowa15,221$2.12M1.63%+4,172+37.8%Added
Signet Investment Advisory Group, Inc.15,215$2.11M1.33%+855+6.0%Added
Transcend Wealth Collective, LLC16,613$2.11M0.19%+4,477+36.9%Added
Bremer Bank National Association15,177$2.11M0.42%−413−2.6%Reduced
Front Row Advisors LLC15,156$2.11M0.89%+90+0.6%Added
Pettee Investors, Inc.15,151$2.10M0.98%+40+0.3%Added
Bramshill Investments, LLC15,148$2.10M0.18%+15,148New
J. W. Coons Advisors, LLC15,125$2.10M0.72%−200−1.3%Reduced
Patton Albertson Miller Group, LLC15,132$2.10M0.40%+3,029+25.0%Added
Savant Capital, LLC15,113$2.10M0.08%+1,503+11.0%Added
Abner Herrman & Brock LLC15,000$2.08M0.29%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp15,000$2.08M0.30%+15,000New
Verity Asset Management, Inc.14,989$2.08M1.35%+226+1.5%Added
Robinson Value Management, Ltd.14,871$2.07M1.84%+62+0.4%Added
FineMark National Bank & Trust14,855$2.06M0.09%+1,414+10.5%Added
Old Point Trust & Financial Services N A14,813$2.06M0.92%+25+0.2%Added
NEXT Financial Group, Inc14,793$2.06M0.16%+91+0.6%Added
JustInvest LLC14,761$2.05M0.18%−2,313−13.5%Reduced
Change Path, LLC14,754$2.05M0.12%+641+4.5%Added
Emfo, LLC14,676$2.04M1.80%00.0%Unchanged
Spinnaker Trust14,657$2.04M0.14%+1,089+8.0%Added
DuPont Capital Management Corp14,621$2.03M0.06%−18,341−55.6%Reduced
S&CO Inc14,579$2.02M0.16%00.0%Unchanged
Excalibur Management Corp14,505$2.02M0.88%−70−0.5%Reduced
Hudock, Inc.14,500$2.01M0.61%−29−0.2%Reduced
Banque Pictet & Cie SA14,494$2.01M0.02%00.0%Unchanged
Orca Investment Management, LLC14,481$2.01M1.76%+38+0.3%Added
Nicholas Hoffman & Company, LLC.14,473$2.01M0.35%+3,088+27.1%Added
Focus Financial Network, Inc.14,449$2.01M0.27%+416+3.0%Added
ZWJ Investment Counsel Inc14,449$2.01M0.11%−1,673−10.4%Reduced
Soltis Investment Advisors LLC14,447$2.01M0.31%+572+4.1%Added
Asset Dedication, LLC14,458$2.00M0.26%+1,865+14.8%Added
CWA Asset Management Group, LLC14,374$2.00M0.16%+40+0.3%Added
Valeo Financial Advisors, LLC14,357$2.00M0.12%+5,599+63.9%Added