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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 16,608 | $2.22M | 0.41% | −65−0.4% | Reduced |
| Panagora Asset Management Inc | 16,687 | $2.23M | 0.01% | −5,450−24.6% | Reduced |
| Change Path, LLC | 16,717 | $2.23M | 0.11% | +1,963+13.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 16,743 | $2.24M | 0.16% | −3,339−16.6% | Reduced |
| Jefferies Group LLC | 16,802 | $2.25M | 0.04% | −1,860−10.0% | Reduced |
| Gladstone Institutional Advisory LLC | 16,832 | $2.25M | 0.17% | +1,186+7.6% | Added |
| Sterneck Capital Management, LLC | 16,910 | $2.26M | 1.34% | +495+3.0% | Added |
| Oxbow Advisors, LLC | 16,953 | $2.27M | 0.22% | +146+0.9% | Added |
| Prospera Financial Services Inc | 17,016 | $2.28M | 0.10% | +605+3.7% | Added |
| Vaughan David Investments LLC | 17,061 | $2.28M | 0.07% | −1,250−6.8% | Reduced |
| TrimTabs Asset Management, LLC | 17,070 | $2.28M | 1.12% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 17,161 | $2.29M | 0.44% | −1,618−8.6% | Reduced |
| Focus Financial Network, Inc. | 17,172 | $2.30M | 0.34% | +2,723+18.8% | Added |
| Associated Banc-Corp | 17,197 | $2.30M | 0.08% | −380−2.2% | Reduced |
| Clearstead Advisors, LLC | 17,221 | $2.30M | 0.16% | −102−0.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,234 | $2.30M | 0.54% | −4,498−20.7% | Reduced |
| Hanson & Doremus Investment Management | 17,238 | $2.30M | 0.49% | +698+4.2% | Added |
| Congress Wealth Management LLC | 17,275 | $2.31M | 0.05% | +17,275 | New |
| Strategic Wealth Designers | 17,281 | $2.31M | 0.60% | +4,543+35.7% | Added |
| Covington Capital Management | 17,301 | $2.31M | 0.08% | −10,365−37.5% | Reduced |
| Investment Management of Virginia LLC | 17,370 | $2.32M | 0.37% | +302+1.8% | Added |
| Davy Global Fund Management Ltd | 17,400 | $2.33M | 0.36% | +4,838+38.5% | Added |
| JustInvest LLC | 17,421 | $2.33M | 0.14% | +2,660+18.0% | Added |
| Herold Advisors, Inc. | 17,463 | $2.33M | 0.91% | +11+0.1% | Added |
| Alaska Permanent Fund Corp | 17,500 | $2.34M | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 17,540 | $2.34M | 0.10% | +721+4.3% | Added |
| Caldwell Trust Co | 17,689 | $2.36M | 0.27% | −3,398−16.1% | Reduced |
| EagleClaw Capital Managment, LLC | 17,695 | $2.37M | 0.52% | −1,500−7.8% | Reduced |
| Murphy Capital Management Inc | 17,761 | $2.37M | 0.25% | −1,520−7.9% | Reduced |
| Perkins Coie Trust Co | 17,850 | $2.39M | 0.70% | −4,085−18.6% | Reduced |
| Wellington Shields Capital Management, LLC | 17,862 | $2.39M | 0.31% | +5,149+40.5% | Added |
| Cypress Capital Group | 17,888 | $2.39M | 0.30% | −873−4.7% | Reduced |
| Rockland Trust Co | 17,898 | $2.39M | 0.15% | −1,439−7.4% | Reduced |
| Plimoth Trust Co LLC | 17,907 | $2.39M | 0.61% | −1,030−5.4% | Reduced |
| Iowa State Bank | 17,931 | $2.40M | 0.56% | +793+4.6% | Added |
| Cary Street Partners Asset Management LLC | 17,940 | $2.40M | 0.51% | −2,410−11.8% | Reduced |
| 180 Wealth Advisors, LLC | 18,622 | $2.41M | 0.54% | +93+0.5% | Added |
| Meridian Wealth Management, LLC | 18,034 | $2.41M | 0.26% | +1,342+8.0% | Added |
| Cambridge Trust Co | 18,031 | $2.41M | 0.08% | +4,159+30.0% | Added |
| Kingsview Wealth Management, LLC | 18,051 | $2.41M | 0.10% | −1,608−8.2% | Reduced |
| Round Hill Asset Management | 18,066 | $2.42M | 1.21% | −175−1.0% | Reduced |
| Allen Capital Group, LLC | 18,134 | $2.42M | 0.34% | +1,438+8.6% | Added |
| Premier Asset Management LLC | 18,267 | $2.44M | 0.42% | −9,975−35.3% | Reduced |
| Econ Financial Services Corp | 18,292 | $2.44M | 1.85% | +18,292 | New |
| McMillion Capital Management Inc | 18,422 | $2.46M | 1.33% | +878+5.0% | Added |
| Wealthspire Advisors, LLC | 18,495 | $2.47M | 0.05% | −2,845−13.3% | Reduced |
| Centiva Capital, LP | 18,615 | $2.49M | 0.16% | −140,801−88.3% | Reduced |
| Independent Financial Group, LLC | 18,676 | $2.50M | 0.21% | +9,878+112.3% | Added |
| Farmers National Bank | 18,761 | $2.51M | 0.83% | −4,681−20.0% | Reduced |
| Pinnacle Financial Partners Inc | 18,813 | $2.52M | 0.08% | +812+4.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,834 | $2.52M | 2.40% | +18,834 | New |
| Pendal Group Limited | 18,851 | $2.52M | 0.02% | −2,619−12.2% | Reduced |
| Viking Fund Management LLC | 19,000 | $2.54M | 0.67% | 00.0% | Unchanged |
| Parthenon LLC | 19,107 | $2.55M | 0.36% | 00.0% | Unchanged |
| NTV Asset Management LLC | 19,122 | $2.56M | 0.42% | −1,323−6.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 19,234 | $2.57M | 0.20% | −1,593−7.6% | Reduced |
| Mutual Advisors, LLC | 19,240 | $2.57M | 0.14% | +2,313+13.7% | Added |
| AMG National Trust Bank | 19,347 | $2.58M | 0.08% | +276+1.4% | Added |
| Asset Dedication, LLC | 19,377 | $2.59M | 0.31% | +4,919+34.0% | Added |
| Modera Wealth Management, LLC | 19,371 | $2.59M | 0.10% | +7,589+64.4% | Added |
| Smithfield Trust Co | 19,394 | $2.59M | 0.16% | −573−2.9% | Reduced |
| HAP Trading, LLC | 19,426 | $2.60M | 0.18% | +19,426 | New |
| Montag A & Associates Inc | 19,503 | $2.61M | 0.13% | −3,066−13.6% | Reduced |
| Foster & Motley Inc | 19,515 | $2.61M | 0.20% | −2,149−9.9% | Reduced |
| Donoghue Forlines LLC | 19,518 | $2.61M | 0.44% | +837+4.5% | Added |
| Wagner Wealth Management, LLC | 19,541 | $2.61M | 2.00% | +2,019+11.5% | Added |
| Clean Yield Group | 19,621 | $2.62M | 0.87% | +15,043+328.6% | Added |
| Connectus Wealth, LLC | 19,705 | $2.63M | 0.10% | +19,705 | New |
| Jones Financial Companies LLLP | 19,917 | $2.66M | 0.00% | +2,483+14.2% | Added |
| Windward Capital Management Co | 19,950 | $2.67M | 0.22% | +260+1.3% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.67M | 0.34% | 00.0% | Unchanged |
| Americana Partners, LLC | 20,061 | $2.68M | 0.49% | +8,388+71.9% | Added |
| Fisher Asset Management, LLC | 20,062 | $2.68M | 0.00% | −7,572−27.4% | Reduced |
| Sumitomo Life Insurance Co | 20,175 | $2.70M | 0.06% | −44−0.2% | Reduced |
| Profund Advisors LLC | 20,186 | $2.70M | 0.09% | +820+4.2% | Added |
| Virginia Retirement Systems Et Al | 20,200 | $2.70M | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 20,209 | $2.70M | 1.13% | −113−0.6% | Reduced |
| Cigna Investments Inc | 20,362 | $2.72M | 0.21% | −7,117−25.9% | Reduced |
| Exencial Wealth Advisors, LLC | 20,414 | $2.73M | 0.13% | −12,144−37.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 20,435 | $2.73M | 0.71% | +134+0.7% | Added |
| Convergence Investment Partners, LLC | 20,517 | $2.74M | 1.40% | +3,737+22.3% | Added |
| PEAK6 Investments LLC | 20,545 | $2.75M | 0.08% | −1,124−5.2% | Reduced |
| Hilltop Holdings Inc. | 20,666 | $2.76M | 0.29% | +1,402+7.3% | Added |
| Charter Research & Investment Group, Inc. | 20,886 | $2.79M | 2.20% | +540+2.7% | Added |
| Park National Corp | 20,916 | $2.79M | 0.11% | −608−2.8% | Reduced |
| First Midwest Bank Trust Division | 20,928 | $2.80M | 0.36% | −3,446−14.1% | Reduced |
| Unison Advisors LLC | 21,111 | $2.82M | 0.68% | +298+1.4% | Added |
| Paragon Capital Management LLC | 21,162 | $2.83M | 1.42% | −548−2.5% | Reduced |
| AIMZ Investment Advisors, LLC | 21,163 | $2.83M | 1.10% | −45−0.2% | Reduced |
| Crestwood Advisors Group LLC | 21,169 | $2.83M | 0.07% | +123+0.6% | Added |
| Ingalls & Snyder LLC | 21,182 | $2.83M | 0.13% | −540−2.5% | Reduced |
| Advisor Partners LLC | 21,368 | $2.86M | 0.17% | −580−2.6% | Reduced |
| Soltis Investment Advisors LLC | 21,453 | $2.87M | 0.41% | +7,006+48.5% | Added |
| SeaBridge Investment Advisors LLC | 21,461 | $2.87M | 0.92% | +105+0.5% | Added |
| Citadel Investment Advisory, Inc. | 21,470 | $2.87M | 1.68% | −50−0.2% | Reduced |
| Brown Miller Wealth Management, LLC | 21,475 | $2.87M | 1.64% | +5,070+30.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 21,550 | $2.88M | 0.56% | −220−1.0% | Reduced |
| Palladium Partners LLC | 21,759 | $2.91M | 0.12% | −754−3.3% | Reduced |
| Central Trust Co | 21,760 | $2.91M | 0.08% | +840+4.0% | Added |
| Washington Trust Advisors, Inc. | 21,819 | $2.92M | 0.20% | +21,819 | New |