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 |
|---|---|---|---|---|---|
| TFG Advisers LLC | 1,922 | $257.0K | 0.11% | +25+1.3% | Added |
| Wrapmanager Inc | 1,934 | $258.0K | 0.06% | +55+2.9% | Added |
| Motco | 1,936 | $259.0K | 0.02% | 00.0% | Unchanged |
| MA Private Wealth | 1,943 | $260.0K | 0.05% | −261−11.8% | Reduced |
| Keystone Financial Group | 1,943 | $260.0K | 0.04% | −194−9.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,945 | $260.0K | 0.07% | −73−3.6% | Reduced |
| Triton Wealth Management, PLLC | 1,893 | $260.0K | 0.13% | 00.0% | Unchanged |
| Stevard, LLC | 1,943 | $260.0K | 0.18% | +500+34.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,953 | $261.0K | 0.01% | −75−3.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,951 | $261.0K | 0.07% | −5−0.3% | Reduced |
| Barber Financial Group, Inc. | 1,950 | $261.0K | 0.03% | +14+0.7% | Added |
| Board of Trustees of The Leland Stanford Junior University | 2,002 | $261.0K | 0.02% | +2,002 | New |
| Community Bank of Raymore | 1,960 | $262.0K | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,957 | $262.0K | 0.02% | +1,957 | New |
| Johnson Financial Group, Inc. | 1,971 | $264.0K | 0.02% | −95−4.6% | Reduced |
| Mma Asset Management LLC | 1,982 | $265.0K | 0.19% | −457−18.7% | Reduced |
| Phoenix Wealth Advisors | 1,990 | $266.0K | 0.20% | +290+17.1% | Added |
| Evanson Asset Management, LLC | 1,990 | $266.0K | 0.02% | +386+24.1% | Added |
| Triangle Securities Wealth Management | 1,998 | $267.0K | 0.08% | −115−5.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,000 | $267.0K | 0.04% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 2,007 | $268.0K | 0.09% | −33−1.6% | Reduced |
| WC Walker & Associates, Inc. | 1,994 | $268.0K | 0.13% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,006 | $268.0K | 0.12% | +302+17.7% | Added |
| WoodTrust Financial Corp | 2,006 | $268.0K | 0.06% | +2,006 | New |
| Center for Financial Planning, Inc. | 2,013 | $269.0K | 0.06% | −533−20.9% | Reduced |
| Aj Wealth Strategies, LLC | 2,020 | $270.0K | 0.01% | +10.0% | Added |
| Main Street Research LLC | 2,023 | $270.0K | 0.02% | +374+22.7% | Added |
| Auxano Advisors, LLC | 2,017 | $270.0K | 0.12% | +545+37.0% | Added |
| Legacy Financial Advisors, Inc. | 2,027 | $271.0K | 0.06% | +182+9.9% | Added |
| Meridian Financial, LLC | 2,035 | $272.0K | 0.25% | +2,035 | New |
| Stonnington Group, LLC | 2,050 | $272.0K | 0.06% | −1,100−34.9% | Reduced |
| Fragasso Group Inc. | 2,037 | $272.0K | 0.03% | −761−27.2% | Reduced |
| Capital Analysts, LLC | 2,037 | $272.0K | 0.02% | −754−27.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,036 | $272.0K | 0.23% | +2,036 | New |
| Systematic Alpha Investments, LLC | 2,040 | $273.0K | 0.01% | −22,000−91.5% | Reduced |
| Nadler Financial Group, Inc. | 2,041 | $273.0K | 0.04% | +177+9.5% | Added |
| Sepio Capital, LP | 2,048 | $274.0K | 0.02% | +30+1.5% | Added |
| Ascent Group, LLC | 2,117 | $274.0K | 0.03% | +2,117 | New |
| AllSquare Wealth Management LLC | 2,059 | $275.0K | 0.16% | −25−1.2% | Reduced |
| PFS Partners, LLC | 2,058 | $275.0K | 0.20% | +2,058 | New |
| Opes Wealth Management LLC | 2,068 | $276.0K | 0.09% | +2,068 | New |
| Engrave Wealth Partners LLC | 2,076 | $277.0K | 0.08% | −310−13.0% | Reduced |
| Marietta Wealth Management, LLC | 2,076 | $277.0K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,070 | $277.0K | 0.02% | +237+12.9% | Added |
| Princeton Global Asset Management LLC | 2,080 | $278.0K | 0.08% | −105−4.8% | Reduced |
| Teamwork Financial Advisors, LLC | 2,078 | $278.0K | 0.05% | +2,078 | New |
| Crossvault Capital Management LLC | 2,085 | $279.0K | 0.08% | 00.0% | Unchanged |
| Brightworth | 2,087 | $279.0K | 0.03% | +2,087 | New |
| Evernest Financial Advisors, LLC | 1,498 | $279.1K | 0.14% | +1,498 | New |
| Rockwood Wealth Management, LLC | 2,092 | $279.6K | 0.12% | +2,092 | New |
| Tradewinds Capital Management, LLC | 2,096 | $280.0K | 0.04% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 2,098 | $280.0K | 0.02% | +2,098 | New |
| RMB Capital Management, LLC | 2,106 | $281.0K | 0.01% | −1,121−34.7% | Reduced |
| RS Crum Inc. | 2,106 | $281.0K | 0.16% | +2,106 | New |
| FDx Advisors, Inc. | 2,108 | $282.0K | 0.01% | −2,762−56.7% | Reduced |
| Callahan Advisors, LLC | 2,110 | $282.0K | 0.03% | −150−6.6% | Reduced |
| Financial Management Network Inc | 2,043 | $282.0K | 0.13% | −78−3.7% | Reduced |
| Holistic Financial Partners | 2,107 | $282.0K | 0.16% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,114 | $282.5K | 0.07% | −298−12.4% | Reduced |
| Prudent Investors Network | 2,118 | $283.0K | 0.13% | −400−15.9% | Reduced |
| Northstar Advisory Group, LLC | 2,115 | $283.0K | 0.17% | +2,115 | New |
| Norway Savings Bank | 2,125 | $284.0K | 0.12% | −500−19.0% | Reduced |
| Calamos Wealth Management LLC | 2,132 | $285.0K | 0.02% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 2,139 | $286.0K | 0.17% | +2,139 | New |
| West Family Investments, Inc. | 2,150 | $287.0K | 0.08% | −260−10.8% | Reduced |
| Progressive Investment Management Corp | 2,149 | $287.0K | 0.08% | 00.0% | Unchanged |
| Lee Financial Co | 2,146 | $287.0K | 0.05% | +686+47.0% | Added |
| Summit Wealth Partners, LLC | 2,149 | $287.2K | 0.06% | −92−4.1% | Reduced |
| Acropolis Investment Management, LLC | 2,158 | $288.0K | 0.03% | −344−13.7% | Reduced |
| Cozad Asset Management Inc | 2,153 | $288.0K | 0.04% | +115+5.6% | Added |
| Oxford Financial Group Ltd | 2,162 | $289.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,161 | $289.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,163 | $289.0K | 0.10% | +45+2.1% | Added |
| Saratoga Research & Investment Management | 2,172 | $290.0K | 0.01% | −50−2.3% | Reduced |
| Disciplined Investments, LLC | 2,173 | $290.0K | 0.13% | +300+16.0% | Added |
| Pallas Capital Advisors LLC | 2,246 | $291.0K | 0.04% | −384−14.6% | Reduced |
| Echo45 Advisors LLC | 2,176 | $291.0K | 0.23% | +2,176 | New |
| Hartline Investment Corp | 2,188 | $292.0K | 0.04% | −51−2.3% | Reduced |
| Wintrust Investments LLC | 2,182 | $292.0K | 0.03% | +2,182 | New |
| Summitry LLC | 2,183 | $292.0K | 0.02% | +2,183 | New |
| Lokken Investment Group LLC | 2,182 | $292.0K | 0.21% | +2,182 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,189 | $293.0K | 0.12% | +13+0.6% | Added |
| Mattern Wealth Management LLC | 2,193 | $293.0K | 0.09% | +100+4.8% | Added |
| MPS Loria Financial Planners, LLC | 2,199 | $294.0K | 0.12% | +96+4.6% | Added |
| McKinley Carter Wealth Services, Inc. | 2,204 | $295.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,216 | $296.0K | 0.10% | −100−4.3% | Reduced |
| Orrstown Financial Services Inc | 2,223 | $297.0K | 0.45% | −1,054−32.2% | Reduced |
| Peak Asset Management, LLC | 2,221 | $297.0K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 2,220 | $297.0K | 0.02% | +97+4.6% | Added |
| Wealthstream Advisors, Inc. | 2,223 | $297.0K | 0.25% | +2,223 | New |
| One Capital Management, LLC | 2,232 | $298.0K | 0.02% | −746−25.1% | Reduced |
| Abacus Wealth Partners, LLC | 2,235 | $298.8K | 0.11% | −329−12.8% | Reduced |
| Boltwood Capital Management | 2,235 | $299.0K | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,247 | $300.0K | 0.07% | −392−14.9% | Reduced |
| Leisure Capital Management | 2,246 | $300.0K | 0.14% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,242 | $300.0K | 0.17% | +2,242 | New |
| Birinyi Associates Inc | 2,250 | $301.0K | 0.09% | −750−25.0% | Reduced |
| Tealwood Asset Management Inc | 2,260 | $302.0K | 0.12% | +2+0.1% | Added |
| Charter Oak Capital Management, LLC | 2,263 | $302.0K | 0.04% | +26+1.2% | Added |
| Hexagon Capital Partners LLC | 2,258 | $302.0K | 0.08% | +502+28.6% | Added |