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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 1,662 | $222.0K | 0.04% | −298−15.2% | Reduced |
| Carolina Wealth Advisors, LLC | 1,660 | $222.0K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,668 | $223.0K | 0.01% | 00.0% | Unchanged |
| Sun Life Financial INC | 1,669 | $223.0K | 0.01% | +1,669 | New |
| Financial Consulate, Inc | 1,676 | $224.0K | 0.08% | +5+0.3% | Added |
| Wedge Capital Management L L P | 1,675 | $224.0K | 0.00% | +68+4.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,729 | $224.0K | 0.08% | +206+13.5% | Added |
| Annex Advisory Services, LLC | 1,681 | $225.0K | 0.02% | −23,672−93.4% | Reduced |
| Signet Financial Management, LLC | 1,685 | $225.0K | 0.03% | −819−32.7% | Reduced |
| Tempus Wealth Planning, LLC | 1,684 | $225.0K | 0.12% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,642 | $225.0K | 0.23% | +1,642 | New |
| Strategic Blueprint, LLC | 1,690 | $226.0K | 0.03% | +1,690 | New |
| Compass Financial Advisors LLC | 1,690 | $226.0K | 0.25% | +1,690 | New |
| Corundum Group, Inc. | 1,701 | $227.0K | 0.15% | −1,909−52.9% | Reduced |
| Staley Capital Advisers Inc | 1,701 | $227.0K | 0.01% | +1+0.1% | Added |
| Apexium Financial, LP | 1,696 | $227.0K | 0.12% | +1,696 | New |
| TKG Advisors, LLC | 1,700 | $227.0K | 0.18% | +1,700 | New |
| Etfidea, LLC | 1,700 | $227.2K | 0.09% | +1,700 | New |
| V Wealth Advisors LLC | 1,715 | $229.0K | 0.03% | +129+8.1% | Added |
| Cottonwood Capital Advisors, LLC | 1,712 | $229.0K | 0.18% | +1,712 | New |
| Hemington Wealth Management | 1,825 | $230.0K | 0.11% | −729−28.5% | Reduced |
| Dana Investment Advisors, Inc. | 1,721 | $230.0K | 0.01% | +37+2.2% | Added |
| Apella Capital, LLC | 1,718 | $230.0K | 0.03% | +254+17.3% | Added |
| XR Securities LLC | 1,719 | $230.0K | 0.03% | +1,719 | New |
| Triune Financial Partners, LLC | 1,724 | $230.4K | 0.12% | +1,724 | New |
| Hanlon Investment Management, Inc. | 1,730 | $231.0K | 0.04% | −902−34.3% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 1,731 | $231.0K | 0.07% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,776 | $232.0K | 0.10% | +96+5.7% | Added |
| Farmers Trust Co | 1,738 | $232.0K | 0.05% | +80+4.8% | Added |
| Fortress Wealth Group, LLC | 1,681 | $232.0K | 0.17% | +8+0.5% | Added |
| Thompson Davis & Co., Inc. | 1,737 | $232.0K | 0.19% | +1,737 | New |
| Paragon Financial Partners, Inc. | 1,732 | $232.0K | 0.19% | +1,732 | New |
| First Farmers & Merchants Bank / Trust | 1,735 | $232.0K | 0.23% | +1,735 | New |
| Aveo Capital Partners, LLC | 1,752 | $234.0K | 0.04% | −928−34.6% | Reduced |
| Vishria Bird Financial Group, LLC | 1,769 | $236.0K | 0.11% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,765 | $236.0K | 0.05% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,723 | $236.0K | 0.08% | +42+2.5% | Added |
| Kalos Management, Inc. | 1,885 | $236.0K | 0.06% | +72+4.0% | Added |
| Shoker Investment Counsel, Inc. | 1,773 | $237.0K | 0.11% | −797−31.0% | Reduced |
| Mendel Money Management | 1,770 | $237.0K | 0.14% | +1,770 | New |
| Security Financial Services, INC. | 1,770 | $237.0K | 0.08% | +1,770 | New |
| Mission Financial Group, LLC | 804 | $238.2K | 0.22% | +804 | New |
| Quilter Plc | 1,756 | $239.0K | 0.01% | −3,584−67.1% | Reduced |
| Boyar Asset Management Inc. | 1,792 | $239.0K | 0.14% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,803 | $240.0K | 0.24% | +1,803 | New |
| HFG Advisors, Inc. | 1,794 | $240.0K | 0.27% | +1,794 | New |
| Blue Barn Wealth, LLC | 1,805 | $241.0K | 0.16% | −22−1.2% | Reduced |
| Keating Investment Counselors Inc | 1,800 | $241.0K | 0.11% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,799 | $241.0K | 0.03% | +1,799 | New |
| Kowal Investment Group, LLC | 1,810 | $242.0K | 0.07% | +1,175+185.0% | Added |
| First Bank & Trust | 1,821 | $243.0K | 0.10% | −6,505−78.1% | Reduced |
| Centerpoint Advisors, LLC | 1,817 | $243.0K | 0.11% | +1,600+737.3% | Added |
| DMG Group, LLC | 1,834 | $243.0K | 0.21% | +1,834 | New |
| Morton Capital Management LLC | 1,823 | $243.7K | 0.10% | +1,823 | New |
| One + One Wealth Management, LLC | 1,827 | $244.0K | 0.17% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,822 | $244.0K | 0.03% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,827 | $244.0K | 0.02% | +287+18.6% | Added |
| Old Second National Bank of Aurora | 2,060 | $245.0K | 0.07% | −885−30.1% | Reduced |
| Tortoise Investment Management, LLC | 1,836 | $245.0K | 0.05% | −600−24.6% | Reduced |
| Gradient Capital Advisors, LLC | 1,832 | $245.0K | 0.10% | −360−16.4% | Reduced |
| Rench Wealth Management, Inc. | 1,834 | $245.0K | 0.11% | +24+1.3% | Added |
| Howard Capital Management Group, LLC | 1,851 | $247.0K | 0.02% | −55−2.9% | Reduced |
| Powell Investment Advisors, LLC | 1,846 | $247.0K | 0.14% | +1+0.1% | Added |
| Pioneer Trust Bank N A | 1,848 | $247.0K | 0.06% | +1,848 | New |
| River Wealth Advisors LLC | 1,855 | $248.0K | 0.04% | +262+16.4% | Added |
| Patron Partners Advisors, LLC | 1,861 | $249.0K | 0.16% | +350+23.2% | Added |
| Relaxing Retirement Coach | 1,861 | $249.0K | 0.14% | +1,861 | New |
| LifeGuide Financial Advisors, LLC | 1,861 | $249.0K | 0.19% | +1,861 | New |
| Eagle Bay Advisors LLC | 1,876 | $250.0K | 0.16% | −10−0.5% | Reduced |
| Key Financial Inc | 1,872 | $250.0K | 0.13% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 1,873 | $250.0K | 0.08% | +1,873 | New |
| United Community Bank | 1,875 | $250.6K | 0.25% | +1,875 | New |
| Global Trust Asset Management, LLC | 1,882 | $251.0K | 0.10% | +70+3.9% | Added |
| WSFS Capital Management, LLC | 1,882 | $251.0K | 0.10% | +1,882 | New |
| Affinity Capital Advisors, LLC | 1,878 | $251.0K | 0.08% | +1,878 | New |
| American Trust | 1,871 | $251.0K | 0.02% | +1,871 | New |
| G2 Capital Management, LLC | 1,881 | $251.0K | 0.09% | +1,881 | New |
| Southland Equity Partners LLC | 1,883 | $251.7K | 0.10% | +439+30.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,886 | $252.0K | 0.14% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,817 | $252.0K | 0.13% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,887 | $252.0K | 0.01% | +100+5.6% | Added |
| Horizon Wealth Management, LLC | 1,888 | $252.0K | 0.07% | +1,888 | New |
| Rosenberg Matthew Hamilton | 1,890 | $253.0K | 0.09% | −106−5.3% | Reduced |
| Verus Financial Partners, Inc. | 1,895 | $253.0K | 0.03% | −29−1.5% | Reduced |
| Rock Point Advisors, LLC | 1,890 | $253.0K | 0.07% | −10−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 1,891 | $253.0K | 0.10% | +296+18.6% | Added |
| Spectrum Management Group, LLC | 1,900 | $254.0K | 0.04% | −104−5.2% | Reduced |
| Michael B. Yongue | 1,898 | $254.0K | 0.17% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,898 | $254.0K | 0.13% | +54+2.9% | Added |
| Planning Center, Inc. | 1,847 | $254.0K | 0.20% | +1,847 | New |
| Koss-Olinger Consulting, LLC | 1,911 | $255.0K | 0.04% | −308−13.9% | Reduced |
| Family Management Corp | 1,905 | $255.0K | 0.07% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,904 | $255.0K | 0.05% | +176+10.2% | Added |
| Central Bank & Trust Co | 1,906 | $255.0K | 0.04% | +700+58.0% | Added |
| Foundations Investment Advisors, LLC | 1,911 | $255.0K | 0.01% | +1,911 | New |
| Aspen Investment Management Inc | 1,916 | $256.0K | 0.13% | −35−1.8% | Reduced |
| Pathway Financial Advisors LLC | 1,920 | $256.0K | 0.09% | +1,920 | New |
| Blodgett Wealth Advisors, LLC | 1,918 | $256.0K | 0.20% | +1,918 | New |
| Axxcess Wealth Management, LLC | 1,914 | $256.0K | 0.02% | +1,914 | New |
| Windsor Capital Management, LLC | 1,927 | $257.0K | 0.08% | −104−5.1% | Reduced |