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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 21,894 | $2.93M | 0.32% | −834−3.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,978 | $2.94M | 0.06% | −446−2.0% | Reduced |
| Assetmark, Inc | 22,019 | $2.94M | 0.01% | +1,143+5.5% | Added |
| Signature Wealth Management Group | 22,072 | $2.95M | 1.49% | −971−4.2% | Reduced |
| WBI Investments | 22,103 | $2.95M | 0.47% | −5,835−20.9% | Reduced |
| Bluefin Capital Management, LLC | 22,100 | $2.95M | 0.23% | +20,173+1,046.9% | Added |
| Prudential PLC | 22,099 | $2.95M | 0.04% | +22,099 | New |
| Old Port Advisors | 21,905 | $2.96M | 1.00% | +1,780+8.8% | Added |
| Redpoint Investment Management Pty Ltd | 22,327 | $2.98M | 0.24% | −204−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 22,331 | $2.98M | 0.16% | +4,414+24.6% | Added |
| Selective Wealth Management, Inc. | 22,342 | $2.99M | 1.22% | −3,502−13.6% | Reduced |
| Evercore Wealth Management, LLC | 22,674 | $3.03M | 0.05% | −1,346−5.6% | Reduced |
| Asset Planning Services Inc | 22,816 | $3.05M | 1.64% | −1,197−5.0% | Reduced |
| Siemens Fonds Invest GmbH | 22,801 | $3.05M | 0.20% | +1,557+7.3% | Added |
| NewSquare Capital LLC | 22,874 | $3.06M | 0.32% | +2,469+12.1% | Added |
| Kinloch Capital, LLC | 22,958 | $3.07M | 1.90% | +6,092+36.1% | Added |
| First Citizens Bank & Trust Co | 23,070 | $3.08M | 0.12% | −2,024−8.1% | Reduced |
| Jacobi Capital Management LLC | 23,085 | $3.09M | 0.37% | +1,934+9.1% | Added |
| Rothschild Investment Corp | 23,108 | $3.09M | 0.24% | −228−1.0% | Reduced |
| River & Mercantile Asset Management LLP | 23,142 | $3.09M | 0.24% | +1,850+8.7% | Added |
| KMG Fiduciary Partners, LLC | 23,288 | $3.11M | 0.48% | +4,424+23.5% | Added |
| Douglass Winthrop Advisors, LLC | 23,306 | $3.12M | 0.07% | −136−0.6% | Reduced |
| J. Goldman & Co LP | 23,396 | $3.13M | 0.29% | −259,527−91.7% | Reduced |
| Busey Wealth Management | 23,443 | $3.13M | 0.12% | −1,532−6.1% | Reduced |
| Assenagon Asset Management S.A. | 23,472 | $3.14M | 0.01% | +1,337+6.0% | Added |
| Carret Asset Management, LLC | 23,494 | $3.14M | 0.35% | +755+3.3% | Added |
| Bontempo Ohly Capital Mgmt LLC | 23,545 | $3.15M | 1.62% | +259+1.1% | Added |
| SFE Investment Counsel | 23,595 | $3.15M | 0.81% | +10,315+77.7% | Added |
| Cowen and Company, LLC | 23,596 | $3.15M | 0.30% | +23,596 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 23,703 | $3.17M | 0.29% | +225+1.0% | Added |
| Cerity Partners LLC | 23,766 | $3.18M | 0.05% | +1,396+6.2% | Added |
| Exane Derivatives | 23,802 | $3.18M | 0.77% | +15,425+184.1% | Added |
| Vestcor Inc | 23,813 | $3.18M | 0.11% | +10,644+80.8% | Added |
| Silverlake Wealth Management LLC | 23,830 | $3.19M | 1.71% | +23,830 | New |
| NovaPoint Capital, LLC | 23,938 | $3.20M | 1.15% | +2,299+10.6% | Added |
| Fort Pitt Capital Group, LLC | 23,946 | $3.20M | 0.12% | −1,768−6.9% | Reduced |
| Payden & Rygel | 23,960 | $3.20M | 0.15% | −127,100−84.1% | Reduced |
| Third Security, LLC | 24,000 | $3.21M | 0.93% | +3,200+15.4% | Added |
| Courier Capital LLC | 24,089 | $3.22M | 0.30% | −385−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 24,141 | $3.23M | 0.38% | +3,900+19.3% | Added |
| Financial Advisory Partners, LLC | 24,357 | $3.26M | 1.19% | +24,357 | New |
| Sargent Investment Group, LLC | 24,447 | $3.27M | 0.75% | −11,910−32.8% | Reduced |
| Privium Fund Management (UK) Ltd | 23,500 | $3.27M | 2.58% | 00.0% | Unchanged |
| Searle & Co. | 24,581 | $3.29M | 1.20% | −200−0.8% | Reduced |
| Bryn Mawr Trust Co | 24,653 | $3.30M | 0.12% | −1,636−6.2% | Reduced |
| Penserra Capital Management LLC | 24,726 | $3.30M | 0.07% | +9,223+59.5% | Added |
| Money Concepts Capital Corp | 24,716 | $3.30M | 0.28% | +24,716 | New |
| J.W. Cole Advisors, Inc. | 24,740 | $3.31M | 0.22% | +1,086+4.6% | Added |
| Everence Capital Management Inc | 24,782 | $3.31M | 0.25% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 24,852 | $3.32M | 1.57% | +24,852 | New |
| Schonfeld Strategic Advisors LLC | 25,016 | $3.34M | 0.03% | +25,016 | New |
| BDO Wealth Advisors, LLC | 25,066 | $3.35M | 0.35% | +726+3.0% | Added |
| Palouse Capital Management, Inc. | 25,262 | $3.38M | 1.44% | +2,029+8.7% | Added |
| Ar Asset Management Inc | 25,292 | $3.38M | 0.86% | 00.0% | Unchanged |
| Rathbone Brothers plc | 25,312 | $3.38M | 0.03% | +39+0.2% | Added |
| Verition Fund Management LLC | 25,373 | $3.39M | 0.04% | +25,373 | New |
| IFG Advisory, LLC | 25,448 | $3.40M | 0.33% | +1,596+6.7% | Added |
| Credit Agricole S A | 25,465 | $3.40M | 0.11% | +1,158+4.8% | Added |
| Toth Financial Advisory Corp | 25,494 | $3.41M | 0.46% | −4,652−15.4% | Reduced |
| Private Asset Management Inc | 25,520 | $3.41M | 0.42% | −2,500−8.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 25,542 | $3.41M | 0.10% | +454+1.8% | Added |
| Aaron Wealth Advisors | 25,607 | $3.42M | 0.96% | +1,013+4.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 25,894 | $3.46M | 0.12% | +3,305+14.6% | Added |
| Cullinan Associates Inc | 26,105 | $3.49M | 0.18% | −100,550−79.4% | Reduced |
| Sonora Investment Management Group, LLC | 26,111 | $3.49M | 0.41% | +26,111 | New |
| Boyer & Corporon Wealth Management, LLC | 26,181 | $3.50M | 1.03% | −621−2.3% | Reduced |
| FLC Capital Advisors | 26,344 | $3.52M | 0.98% | +2,780+11.8% | Added |
| Flputnam Investment Management Co | 26,346 | $3.52M | 0.11% | +6,170+30.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,377 | $3.53M | 0.17% | +61+0.2% | Added |
| Essex Financial Services, Inc. | 26,532 | $3.55M | 0.35% | +219+0.8% | Added |
| Zhang Financial LLC | 26,543 | $3.55M | 0.63% | +23,898+903.5% | Added |
| American Portfolios Advisors | 26,606 | $3.56M | 0.12% | +5,009+23.2% | Added |
| Wellington Shields & Co., LLC | 26,678 | $3.57M | 0.71% | +30.0% | Added |
| BKD Wealth Advisors, LLC | 26,726 | $3.57M | 0.15% | +1,655+6.6% | Added |
| KWMG, LLC | 26,751 | $3.58M | 0.48% | +1,442+5.7% | Added |
| HNP Capital LLC | 26,766 | $3.58M | 0.81% | +1,051+4.1% | Added |
| First Nebraska Trust Co | 26,784 | $3.58M | 0.43% | +3,530+15.2% | Added |
| Cubic Asset Management, LLC | 26,789 | $3.58M | 0.81% | 00.0% | Unchanged |
| Castleview Partners, LLC | 478,636 | $3.58M | 0.03% | +478,636 | New |
| Canandaigua National Corp | 27,066 | $3.62M | 0.53% | −2,613−8.8% | Reduced |
| Vectors Research Management, LLC | 27,136 | $3.63M | 0.77% | +1,146+4.4% | Added |
| Hallmark Capital Management Inc | 27,149 | $3.63M | 0.29% | +1,083+4.2% | Added |
| Kinneret Advisory, LLC | 27,159 | $3.63M | 0.38% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 27,213 | $3.64M | 1.55% | +1,504+5.9% | Added |
| Bard Financial Services, Inc. | 27,285 | $3.65M | 0.29% | +250+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,527 | $3.68M | 0.16% | +3,043+12.4% | Added |
| Stratos Wealth Advisors, LLC | 27,641 | $3.69M | 0.27% | −2,587−8.6% | Reduced |
| Van Eck Associates Corp | 27,690 | $3.70M | 0.01% | −3,380−10.9% | Reduced |
| Geneos Wealth Management Inc. | 27,765 | $3.71M | 0.14% | −1,147−4.0% | Reduced |
| Holloway Wealth Management, LLC | – | $3.72M | 1.06% | – | – |
| HBK Sorce Advisory LLC | 27,820 | $3.72M | 0.19% | +548+2.0% | Added |
| Roosevelt Investment Group LLC | 27,909 | $3.73M | 0.21% | +2,021+7.8% | Added |
| Ion Asset Management Ltd. | 28,000 | $3.74M | 0.48% | +28,000 | New |
| Brown Advisory Securities, LLC | 28,032 | $3.74M | 1.59% | −2,776−9.0% | Reduced |
| MAI Capital Management | 28,204 | $3.77M | 0.06% | −3,073−9.8% | Reduced |
| Lincoln National Corp | 28,335 | $3.79M | 0.08% | +3,001+11.8% | Added |
| Whittier Trust Co of Nevada Inc | 28,380 | $3.79M | 0.14% | −2,673−8.6% | Reduced |
| Oak Associates, Ltd | 28,407 | $3.80M | 0.20% | −4,643−14.0% | Reduced |
| Resources Management Corp | 28,647 | $3.83M | 0.50% | −1,465−4.9% | Reduced |
| Van Strum & Towne Inc. | 28,685 | $3.83M | 1.39% | −1,990−6.5% | Reduced |