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 | 3,495 | $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, 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 |
|---|---|---|---|---|---|
| Disciplined Equity Management, Inc. | 13,044 | $1.74M | 1.68% | +13,044 | New |
| Highlander Capital Management, LLC | 13,055 | $1.75M | 0.81% | +1,255+10.6% | Added |
| Avidian Wealth Solutions, LLC | 13,069 | $1.75M | 0.11% | +2,810+27.4% | Added |
| Wade G W & Inc | 13,098 | $1.75M | 0.08% | +219+1.7% | Added |
| Ancora Advisors, LLC | 13,185 | $1.76M | 0.04% | +1,792+15.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 13,245 | $1.77M | 0.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 13,264 | $1.77M | 0.07% | −1,000−7.0% | Reduced |
| Leelyn Smith, LLC | 13,264 | $1.77M | 0.47% | +172+1.3% | Added |
| Widmann Financial Services, Inc. | 13,282 | $1.77M | 1.46% | +13,282 | New |
| Montecito Bank & Trust | 13,294 | $1.78M | 0.31% | +446+3.5% | Added |
| Green Alpha Advisors, LLC | 13,297 | $1.78M | 1.20% | +887+7.1% | Added |
| Dynamic Advisor Solutions LLC | 13,340 | $1.78M | 0.13% | −5,096−27.6% | Reduced |
| Lynch Asset Management, Inc. | 13,350 | $1.78M | 1.24% | +13,350 | New |
| Redwood Investment Management, LLC | 13,428 | $1.79M | 0.24% | +2,971+28.4% | Added |
| White Pine Capital LLC | 13,475 | $1.80M | 0.53% | +147+1.1% | Added |
| United Capital Management of KS, Inc. | 13,474 | $1.80M | 0.67% | +1,138+9.2% | Added |
| Aull & Monroe Investment Management Corp | 13,506 | $1.80M | 0.80% | −212−1.5% | Reduced |
| Haverford Trust Co | 13,519 | $1.81M | 0.02% | −4,893−26.6% | Reduced |
| Exeter Financial, LLC | 13,463 | $1.82M | 1.00% | −27−0.2% | Reduced |
| Equitable Holdings, Inc. | 13,608 | $1.82M | 0.03% | +854+6.7% | Added |
| Valeo Financial Advisors, LLC | 13,617 | $1.82M | 0.10% | −740−5.2% | Reduced |
| Vicus Capital | 13,272 | $1.82M | 0.19% | +13,272 | New |
| Dividend Assets Capital, LLC | 13,640 | $1.82M | 0.34% | −24,100−63.9% | Reduced |
| Holderness Investments Co | 13,649 | $1.82M | 0.54% | −529−3.7% | Reduced |
| Philadelphia Trust Co | 13,803 | $1.84M | 0.13% | −531−3.7% | Reduced |
| CoreCap Advisors, LLC | 13,810 | $1.85M | 0.12% | +13,810 | New |
| Hudock, Inc. | 13,911 | $1.86M | 0.52% | −589−4.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 13,920 | $1.86M | 0.91% | +2,508+22.0% | Added |
| Kovack Advisors, Inc. | 13,928 | $1.86M | 0.18% | +1,870+15.5% | Added |
| Sargent Bickham Lagudis LLC | 13,938 | $1.86M | 0.14% | +227+1.7% | Added |
| Horizon Investments, LLC | 14,113 | $1.86M | 0.06% | −9,210−39.5% | Reduced |
| Great Lakes Advisors, LLC | 13,947 | $1.86M | 0.03% | −3,745−21.2% | Reduced |
| Tompkins Financial Corp | 13,964 | $1.87M | 0.33% | −165−1.2% | Reduced |
| Venture Visionary Partners LLC | 13,982 | $1.87M | 0.12% | +320+2.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14,157 | $1.89M | 0.02% | +1,728+13.9% | Added |
| Pathstone Family Office, LLC | 14,175 | $1.90M | 0.05% | −6,343−30.9% | Reduced |
| Federated Hermes, Inc. | 14,228 | $1.90M | 0.00% | −1,382,303−99.0% | Reduced |
| Quent Capital, LLC | 14,262 | $1.91M | 0.40% | +14,262 | New |
| Ziegler Capital Management, LLC | 14,294 | $1.91M | 0.07% | +99+0.7% | Added |
| Sowell Financial Services LLC | 14,417 | $1.93M | 0.11% | +958+7.1% | Added |
| Arete Wealth Advisors, LLC | 14,186 | $1.93M | 0.16% | +5,486+63.1% | Added |
| Personal Capital Advisors Corp | 14,443 | $1.93M | 0.01% | −1,653−10.3% | Reduced |
| Carroll Financial Associates, Inc. | 14,706 | $1.94M | 0.10% | +1,868+14.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 14,541 | $1.94M | 0.09% | +14,541 | New |
| Patton Albertson Miller Group, LLC | 14,613 | $1.95M | 0.32% | −519−3.4% | Reduced |
| ZWJ Investment Counsel Inc | 14,666 | $1.96M | 0.10% | +217+1.5% | Added |
| Diversified Trust Co | 14,669 | $1.96M | 0.06% | −4,790−24.6% | Reduced |
| Banque Pictet & Cie SA | 14,668 | $1.96M | 0.01% | +174+1.2% | Added |
| Abundance Wealth Counselors | 14,674 | $1.96M | 0.50% | +14,674 | New |
| Emfo, LLC | 14,676 | $1.96M | 1.73% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,638 | $1.97M | 0.07% | +110+0.7% | Added |
| Hamilton Point Investment Advisors, LLC | 14,732 | $1.97M | 0.47% | −1,723−10.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 14,780 | $1.98M | 1.12% | −435−2.9% | Reduced |
| Robinson Value Management, Ltd. | 14,820 | $1.98M | 1.63% | −51−0.3% | Reduced |
| Belpointe Asset Management LLC | 14,851 | $1.99M | 0.12% | +4,785+47.5% | Added |
| Nicholas Hoffman & Company, LLC. | 14,872 | $1.99M | 0.06% | +399+2.8% | Added |
| Shell Asset Management Co | 14,876 | $1.99M | 0.04% | +1,866+14.3% | Added |
| IBM Retirement Fund | 14,884 | $1.99M | 0.25% | −10,378−41.1% | Reduced |
| Abner Herrman & Brock LLC | 14,908 | $1.99M | 0.26% | −92−0.6% | Reduced |
| Gamble Jones Investment Counsel | 14,942 | $2.00M | 0.12% | −1,400−8.6% | Reduced |
| Excalibur Management Corp | 14,945 | $2.00M | 0.81% | +440+3.0% | Added |
| Regal Investment Advisors LLC | 14,961 | $2.00M | 0.18% | +623+4.3% | Added |
| Biltmore Family Office, LLC | 14,971 | $2.00M | 0.38% | +11,633+348.5% | Added |
| Park Circle Co | 15,000 | $2.00M | 1.63% | −39,197−72.3% | Reduced |
| Allen Investment Management LLC | 15,000 | $2.00M | 0.03% | +15,000 | New |
| Capital Investment Counsel, Inc | 15,009 | $2.01M | 0.38% | +3,117+26.2% | Added |
| CWA Asset Management Group, LLC | 15,084 | $2.02M | 0.15% | +710+4.9% | Added |
| Security National Bank of Sioux City Iowa | 15,161 | $2.03M | 1.39% | −60−0.4% | Reduced |
| Old Point Trust & Financial Services N A | 15,213 | $2.03M | 0.82% | +400+2.7% | Added |
| J. W. Coons Advisors, LLC | 15,325 | $2.05M | 0.62% | +200+1.3% | Added |
| Empirical Finance, LLC | 15,339 | $2.05M | 0.24% | +4,104+36.5% | Added |
| GSB Wealth Management, LLC | 15,380 | $2.06M | 0.59% | +1,796+13.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 15,477 | $2.07M | 0.01% | +3,980+34.6% | Added |
| Gladius Capital Management LP | 15,493 | $2.07M | 0.70% | +15,493 | New |
| Carson Advisory Inc. | 15,492 | $2.07M | 2.10% | +15,492 | New |
| North Star Investment Management Corp. | 15,533 | $2.08M | 0.15% | −481−3.0% | Reduced |
| Sequoia Financial Advisors, LLC | 15,643 | $2.09M | 0.06% | +9,887+171.8% | Added |
| Grimes & Company, Inc. | 15,673 | $2.10M | 0.10% | −633−3.9% | Reduced |
| Lee Danner & Bass Inc | 15,671 | $2.10M | 0.18% | −394−2.5% | Reduced |
| Savant Capital, LLC | 15,747 | $2.10M | 0.07% | +634+4.2% | Added |
| Truvestments Capital LLC | 15,778 | $2.11M | 1.06% | −352−2.2% | Reduced |
| Bramshill Investments, LLC | 15,781 | $2.11M | 0.21% | +633+4.2% | Added |
| NEXT Financial Group, Inc | 15,773 | $2.11M | 0.14% | +980+6.6% | Added |
| S&CO Inc | 15,879 | $2.12M | 0.15% | +1,300+8.9% | Added |
| Verdence Capital Advisors LLC | 15,892 | $2.12M | 0.25% | −2,906−15.5% | Reduced |
| Edmp, Inc. | 15,942 | $2.13M | 2.12% | −28−0.2% | Reduced |
| NorthRock Partners, LLC | 15,949 | $2.13M | 0.16% | −10,802−40.4% | Reduced |
| Transcend Wealth Collective, LLC | 16,017 | $2.14M | 0.19% | −596−3.6% | Reduced |
| Altium Wealth Management LLC | 16,085 | $2.15M | 0.14% | −1,373−7.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 16,154 | $2.16M | 0.68% | −445−2.7% | Reduced |
| Pettee Investors, Inc. | 16,151 | $2.16M | 0.90% | +1,000+6.6% | Added |
| Griffin Asset Management, Inc. | 16,204 | $2.17M | 0.27% | −42,526−72.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 16,209 | $2.17M | 0.16% | −329−2.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,212 | $2.17M | 0.75% | +16,212 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 16,437 | $2.20M | 0.24% | −124−0.7% | Reduced |
| Spinnaker Trust | 16,440 | $2.20M | 0.14% | +1,783+12.2% | Added |
| Cadence Bank NA | 16,489 | $2.20M | 0.60% | +716+4.5% | Added |
| Verity Asset Management, Inc. | 16,492 | $2.20M | 1.30% | +1,503+10.0% | Added |
| Symmetry Partners, LLC | 16,576 | $2.22M | 0.14% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 16,600 | $2.22M | 0.18% | 00.0% | Unchanged |