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, Q4 2021
Institutional positions in International Business Machines Corp as of Dec 31, 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
- 2,354
- +220 vs. Q3 2021
- Shares held
- 502.0M
- −5.27M (−1.0%) vs. Q3 2021
- Total value
- $67.0B
- −$3.42B (−4.9%) vs. Q3 2021
- New holders
- 343
- 868 more added
- Sold out
- 123
- 897 more reduced
35 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Financial Services, LLC | 5,136 | $686.0K | 0.54% | +5,136 | New |
| Advisor Resource Council | 5,145 | $688.0K | 0.05% | +3,305+179.6% | Added |
| Port Capital LLC | 5,158 | $689.0K | 0.04% | +60+1.2% | Added |
| Berkshire Bank | 5,177 | $692.0K | 0.15% | −5−0.1% | Reduced |
| Heritage Wealth Advisors | 5,176 | $692.0K | 0.04% | −20.0% | Reduced |
| Fairfield, Bush & Co. | 5,184 | $693.0K | 0.33% | −4,100−44.2% | Reduced |
| ACG Wealth | 5,181 | $693.0K | 0.10% | +1,057+25.6% | Added |
| Cranbrook Wealth Management, LLC | 5,188 | $693.0K | 0.15% | +2,848+121.7% | Added |
| Legacy Private Trust Co. | 5,204 | $695.0K | 0.05% | −4,986−48.9% | Reduced |
| Adviser Investments LLC | 5,208 | $696.0K | 0.05% | +8+0.2% | Added |
| ETF Managers Group, LLC | 5,206 | $697.0K | 0.01% | +246+5.0% | Added |
| Trustcore Financial Services, LLC | 5,230 | $699.0K | 0.08% | +643+14.0% | Added |
| Cable Hill Partners, LLC | 5,254 | $702.0K | 0.14% | +358+7.3% | Added |
| First Financial Bank - Trust Division | 5,259 | $703.0K | 0.07% | −28−0.5% | Reduced |
| Financial Sense Advisors, Inc. | 5,273 | $705.0K | 0.24% | −35,098−86.9% | Reduced |
| Resource Management, LLC | 5,277 | $705.0K | 0.07% | +1,353+34.5% | Added |
| Keudell/Morrison Wealth Management | 5,281 | $706.0K | 0.28% | −971−15.5% | Reduced |
| Coastal Bridge Advisors, LLC | 5,284 | $706.0K | 0.15% | +25+0.5% | Added |
| Strategic Financial Services, Inc, | 5,287 | $707.0K | 0.05% | −22−0.4% | Reduced |
| Lebenthal Global Advisors, LLC | 5,296 | $707.0K | 0.29% | +778+17.2% | Added |
| IVC Wealth Advisors LLC | 5,303 | $709.0K | 0.46% | −935−15.0% | Reduced |
| Capstone Financial Advisors, Inc. | 5,320 | $711.0K | 0.05% | +5+0.1% | Added |
| Lee Johnson Capital Management, LLC | 5,342 | $714.0K | 0.59% | +5,342 | New |
| WBH Advisory Inc | 5,360 | $716.0K | 0.08% | −12−0.2% | Reduced |
| Jump Financial, LLC | 5,361 | $717.0K | 0.05% | +5,361 | New |
| Cowen Prime Advisors LLC | 5,370 | $718.0K | 0.24% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,386 | $720.0K | 0.13% | −318−5.6% | Reduced |
| Kesler, Norman & Wride, LLC | 5,388 | $720.0K | 0.15% | −62−1.1% | Reduced |
| SFMG, LLC | 5,404 | $722.0K | 0.07% | +1,045+24.0% | Added |
| Triumph Capital Management | 5,404 | $722.0K | 0.31% | +5,404 | New |
| Ameliora Wealth Management Ltd. | 5,971 | $727.0K | 0.67% | +5,971 | New |
| North Star Asset Management Inc | 5,450 | $728.0K | 0.04% | −651−10.7% | Reduced |
| Roanoke Asset Management Corp | 5,445 | $728.0K | 0.24% | +575+11.8% | Added |
| Headinvest, LLC | 5,457 | $729.0K | 0.13% | +1,582+40.8% | Added |
| Bridgewater Advisors Inc. | 5,469 | $731.0K | 0.16% | +7+0.1% | Added |
| Baystate Wealth Management LLC | 5,473 | $732.0K | 0.07% | −177−3.1% | Reduced |
| Barrett Asset Management, LLC | 5,478 | $732.0K | 0.03% | +35+0.6% | Added |
| Oak Asset Management, LLC | 5,498 | $735.0K | 0.28% | −213−3.7% | Reduced |
| Mystic Asset Management, Inc. | 5,504 | $735.0K | 0.35% | +5,504 | New |
| Blue Edge Capital, LLC | 5,500 | $735.1K | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,505 | $736.0K | 0.10% | −2,541−31.6% | Reduced |
| Walleye Capital LLC | 5,507 | $736.0K | 0.02% | +5,507 | New |
| David Loasby | 5,535 | $740.0K | 0.09% | −653−10.6% | Reduced |
| Uncommon Cents Investing LLC | 5,535 | $740.0K | 0.28% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,535 | $740.0K | 0.16% | +202+3.8% | Added |
| Plancorp, LLC | 5,534 | $740.0K | 0.05% | +235+4.4% | Added |
| Prime Capital Investment Advisors, LLC | 5,597 | $748.0K | 0.04% | +272+5.1% | Added |
| NCM Capital Management, LLC | 5,606 | $749.0K | 0.66% | +5,606 | New |
| Prentice Wealth Management LLC | 5,644 | $754.0K | 0.35% | −21−0.4% | Reduced |
| BTR Capital Management Inc | 5,652 | $755.0K | 0.09% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,648 | $755.0K | 0.68% | +5,648 | New |
| Park Avenue Securities LLC | 5,658 | $756.0K | 0.01% | −836−12.9% | Reduced |
| Delta Asset Management LLC | 5,673 | $758.0K | 0.07% | −90−1.6% | Reduced |
| BSW Wealth Partners | 5,687 | $760.0K | 0.19% | +150+2.7% | Added |
| Elm Advisors, LLC | 5,722 | $765.0K | 0.43% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,723 | $765.0K | 0.41% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 5,733 | $766.0K | 0.06% | −411−6.7% | Reduced |
| Capstone Triton Financial Group, LLC | 5,723 | $766.0K | 1.55% | +1,531+36.5% | Added |
| Collective Family Office LLC | 5,746 | $768.0K | 0.30% | −158−2.7% | Reduced |
| MBA Advisors LLC | 5,745 | $768.0K | 0.48% | +177+3.2% | Added |
| BerganKDV Wealth Management, LLC | 5,749 | $768.0K | 0.08% | +337+6.2% | Added |
| Parsec Financial Management, Inc. | 5,753 | $769.0K | 0.03% | +776+15.6% | Added |
| Carnegie Capital Asset Management, LLC | 5,754 | $769.0K | 0.03% | +3,289+133.4% | Added |
| TCI Wealth Advisors, Inc. | 5,770 | $771.0K | 0.11% | −266−4.4% | Reduced |
| Vigilant Capital Management, LLC | 5,772 | $771.0K | 0.05% | +300+5.5% | Added |
| Firestone Capital Management | 5,786 | $773.0K | 0.24% | −1,200−17.2% | Reduced |
| Adirondack Trust Co | 5,784 | $773.0K | 0.37% | −220−3.7% | Reduced |
| Winning Points Advisors, LLC | 5,600 | $773.0K | 0.56% | +5,600 | New |
| Summit Asset Management, LLC | 5,791 | $774.0K | 0.22% | −472−7.5% | Reduced |
| Antonetti Capital Management LLC | 5,790 | $774.0K | 0.61% | −120−2.0% | Reduced |
| Essex LLC | 5,788 | $774.0K | 0.21% | −14−0.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 5,794 | $774.0K | 0.34% | +476+9.0% | Added |
| Atwood & Palmer Inc | 5,795 | $775.0K | 0.06% | −215−3.6% | Reduced |
| Mount Vernon Associates Inc | 5,805 | $776.0K | 0.67% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,820 | $778.0K | 0.07% | +2,480+74.3% | Added |
| Investors Research Corp | 5,837 | $780.0K | 0.24% | +58+1.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,835 | $780.0K | 0.30% | +956+19.6% | Added |
| Patten & Patten Inc | 5,841 | $781.0K | 0.05% | +59+1.0% | Added |
| Cobblestone Capital Advisors LLC | 5,859 | $783.0K | 0.05% | −470−7.4% | Reduced |
| Telemus Capital, LLC | 5,861 | $783.0K | 0.06% | −225−3.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,883 | $786.0K | 0.29% | −16−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 5,878 | $786.0K | 0.11% | +431+7.9% | Added |
| Sax Wealth Advisors, LLC | 5,894 | $788.0K | 0.16% | +864+17.2% | Added |
| RSM US Wealth Management LLC | 5,902 | $789.0K | 0.04% | −2,733−31.7% | Reduced |
| Icon Advisers Inc | 5,900 | $789.0K | 0.13% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 5,924 | $792.0K | 0.03% | −7,139−54.7% | Reduced |
| Coco Enterprises, LLC | 5,922 | $792.0K | 0.62% | +242+4.3% | Added |
| Washington Trust Bank | 5,935 | $794.0K | 0.08% | +106+1.8% | Added |
| Plante Moran Financial Advisors, LLC | 5,965 | $797.0K | 0.13% | +2,431+68.8% | Added |
| Pekin Hardy Strauss, Inc. | 5,971 | $798.0K | 0.11% | −70−1.2% | Reduced |
| Manchester Capital Management LLC | 5,969 | $798.0K | 0.10% | +900+17.8% | Added |
| CSU Producer Resources, Inc. | 6,000 | $802.0K | 2.88% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,026 | $805.0K | 0.29% | +484+8.7% | Added |
| Granite Investment Partners, LLC | 6,028 | $806.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 6,085 | $813.0K | 0.03% | −112−1.8% | Reduced |
| Ridgewood Investments LLC | 6,111 | $817.0K | 0.52% | +571+10.3% | Added |
| Bahl & Gaynor Inc | 6,117 | $818.0K | 0.00% | −2,215−26.6% | Reduced |
| Meridian Financial Partners LLC | 6,228 | $819.0K | 0.55% | +622+11.1% | Added |
| Nations Financial Group Inc, | 6,133 | $820.0K | 0.11% | +776+14.5% | Added |
| Engine No. 1 LLC | 6,136 | $820.0K | 0.17% | +1,307+27.1% | Added |