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 |
|---|---|---|---|---|---|
| Terra Nova Asset Management LLC | 4,062 | $543.0K | 0.41% | −4−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 4,062 | $543.0K | 0.06% | +476+13.3% | Added |
| Tiemann Investment Advisors, LLC | 4,053 | $542.0K | 0.23% | −48−1.2% | Reduced |
| Independent Investors Inc | 4,050 | $541.0K | 0.12% | −400−9.0% | Reduced |
| Eads & Heald Wealth Management | 4,034 | $539.0K | 0.23% | +281+7.5% | Added |
| Private Capital Group, LLC | 4,016 | $537.0K | 0.11% | −343−7.9% | Reduced |
| Bowen Hanes & Co Inc | 4,010 | $536.0K | 0.02% | −400−9.1% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $535.0K | 0.15% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,003 | $535.0K | 0.06% | +55+1.4% | Added |
| Smallwood Wealth Investment Management, LLC | 4,001 | $535.0K | 0.50% | +4,001 | New |
| Integrated Investment Consultants, LLC | 3,997 | $534.0K | 0.14% | −562−12.3% | Reduced |
| Wimmer Associates 1, LLC | 3,973 | $531.0K | 0.28% | −696−14.9% | Reduced |
| Bank of New Hampshire | 3,957 | $528.0K | 0.13% | −140−3.4% | Reduced |
| MJP Associates Inc | 3,882 | $528.0K | 0.16% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,948 | $528.0K | 0.08% | +75+1.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,951 | $528.0K | 0.25% | +195+5.2% | Added |
| Cary Street Partner Investment Advisory LLC | 3,948 | $528.0K | 0.15% | +298+8.2% | Added |
| Norwood Financial Corp | 3,916 | $524.0K | 0.73% | +3,916 | New |
| Hutchinson Capital Management | 3,913 | $523.0K | 0.12% | −384−8.9% | Reduced |
| CFS Investment Advisory Services, LLC | 3,916 | $523.0K | 0.07% | +1,351+52.7% | Added |
| Israel Discount Bank of New York | 3,909 | $522.0K | 0.32% | −50−1.3% | Reduced |
| SignalPoint Asset Management, LLC | 3,913 | $522.0K | 0.16% | −13−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,897 | $521.0K | 0.05% | −712−15.4% | Reduced |
| Brendel Financial Advisors LLC | 3,898 | $521.0K | 0.27% | +3,898 | New |
| Cidel Asset Management Inc | 3,888 | $520.0K | 0.02% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,883 | $519.0K | 0.37% | +3,883 | New |
| Accredited Investors Inc. | 3,879 | $518.0K | 0.05% | −175−4.3% | Reduced |
| Graham Capital Management, L.P. | 3,877 | $518.0K | 0.03% | +3,877 | New |
| Indiana Trust & Investment Management CO | 3,858 | $516.0K | 0.24% | −211−5.2% | Reduced |
| Roth Financial Partners LLC | 3,852 | $515.0K | 0.37% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,847 | $514.0K | 0.16% | −226−5.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,816 | $514.0K | 0.31% | +1,225+47.3% | Added |
| Tectonic Advisors LLC | 3,837 | $513.0K | 0.09% | +857+28.8% | Added |
| Wealthquest Corp | 3,837 | $512.0K | 0.08% | −729−16.0% | Reduced |
| WMS Partners, LLC | 3,827 | $512.0K | 0.11% | −503−11.6% | Reduced |
| Summit Financial, LLC | 3,826 | $511.3K | 0.04% | −271−6.6% | Reduced |
| Saxon Interests, Inc. | 3,828 | $509.0K | 0.29% | +3,828 | New |
| Putnam Investments LLC | 3,783 | $506.0K | 0.00% | −32,656−89.6% | Reduced |
| Boit C F David | 3,784 | $506.0K | 0.32% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,782 | $506.0K | 0.03% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,785 | $506.0K | 0.15% | −299−7.3% | Reduced |
| Lafayette Investments, Inc. | 3,780 | $505.0K | 0.13% | −24,173−86.5% | Reduced |
| Paulson Wealth Management Inc. | 3,778 | $505.0K | 0.23% | −19−0.5% | Reduced |
| First National Bank Sioux Falls | 3,764 | $503.0K | 0.54% | −801−17.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,748 | $501.0K | 0.08% | −3,515−48.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,752 | $501.0K | 0.25% | +30+0.8% | Added |
| Cornerstone Advisors Asset Management, LLC | 3,728 | $498.3K | 0.38% | +3,728 | New |
| Trinity Legacy Partners, LLC | 3,728 | $498.0K | 0.17% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 3,724 | $498.0K | 0.05% | +100+2.8% | Added |
| Northern Oak Wealth Management Inc | 3,711 | $496.0K | 0.06% | −1,775−32.4% | Reduced |
| First Command Financial Services, Inc. | 3,707 | $495.0K | 0.07% | −372−9.1% | Reduced |
| Van Cleef Asset Management,Inc | 3,707 | $495.0K | 0.07% | −360−8.9% | Reduced |
| Smith Shellnut Wilson LLC | 3,681 | $492.0K | 0.24% | −363−9.0% | Reduced |
| Texas Yale Capital Corp. | 3,674 | $491.0K | 0.02% | +945+34.6% | Added |
| Kendall Capital Management | 3,660 | $489.0K | 0.23% | −625−14.6% | Reduced |
| Keeley-Teton Advisors, LLC | 3,652 | $488.0K | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 3,643 | $487.0K | 0.01% | −326−8.2% | Reduced |
| CFM Wealth Partners LLC | 3,583 | $487.0K | 0.11% | −336−8.6% | Reduced |
| Destination Wealth Management | 3,641 | $487.0K | 0.02% | +677+22.8% | Added |
| WMG Financial Advisors, LLC | 3,646 | $487.0K | 0.38% | +3,646 | New |
| Balentine LLC | 3,635 | $486.0K | 0.02% | −399−9.9% | Reduced |
| Spears Abacus Advisors LLC | 3,636 | $486.0K | 0.03% | +353+10.8% | Added |
| Capasso Planning Partners LLC | 3,631 | $485.0K | 0.35% | +3,631 | New |
| Capital Market Strategies LLC | 3,621 | $484.0K | 0.40% | +3,621 | New |
| Schechter Investment Advisors, LLC | 3,623 | $484.0K | 0.04% | +3,623 | New |
| Institute for Wealth Management, LLC. | 3,615 | $483.0K | 0.08% | −141−3.8% | Reduced |
| Somerville Kurt F | 3,615 | $483.0K | 0.07% | −100−2.7% | Reduced |
| CRA Financial Services, LLC | 3,610 | $482.0K | 0.14% | +392+12.2% | Added |
| Advisory Alpha, LLC | 3,606 | $482.0K | 0.03% | +614+20.5% | Added |
| Weil Company, Inc. | 3,588 | $480.0K | 0.22% | −19,022−84.1% | Reduced |
| S. R. Schill & Associates | 3,573 | $478.0K | 0.19% | +550+18.2% | Added |
| Fortitude Advisory Group L.L.C. | 3,563 | $476.0K | 0.24% | +3,563 | New |
| Smith, Moore & Co. | 3,551 | $475.0K | 0.07% | −270−7.1% | Reduced |
| McGuire Investment Group, LLC | 3,544 | $474.0K | 0.08% | −590−14.3% | Reduced |
| Gs Investments, Inc. | 3,550 | $474.0K | 0.23% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,534 | $474.0K | 0.15% | +406+13.0% | Added |
| BOK Financial Private Wealth, Inc. | 3,539 | $473.0K | 0.03% | −42−1.2% | Reduced |
| Bouchey Financial Group Ltd | 3,513 | $470.0K | 0.06% | +1,416+67.5% | Added |
| Amplius Wealth Advisors, LLC | 3,509 | $469.0K | 0.06% | +3,509 | New |
| Graves-Light Private Wealth Management, Inc. | 3,505 | $468.0K | 0.07% | +2+0.1% | Added |
| State Farm Mutual Automobile Insurance Co | 3,500 | $468.0K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $468.0K | 0.10% | 00.0% | Unchanged |
| Keel Point, LLC | 3,505 | $468.0K | 0.07% | +83+2.4% | Added |
| Carmichael Hill & Associates, Inc. | 3,500 | $468.0K | 0.24% | +205+6.2% | Added |
| Credit Capital Investments LLC | 3,500 | $468.0K | 0.45% | +3,500 | New |
| Cambridge Advisors Inc. | 3,495 | $467.0K | 0.11% | −550−13.6% | Reduced |
| Highland Capital Management, LLC | 3,491 | $467.0K | 0.03% | +1,770+102.8% | Added |
| Sunbelt Securities, Inc. | 3,393 | $465.0K | 0.08% | +217+6.8% | Added |
| SBK Financial, Inc. | 3,475 | $464.0K | 0.37% | +3,475 | New |
| GeoWealth Management, LLC | 3,464 | $462.0K | 0.04% | +36+1.1% | Added |
| Crewe Advisors LLC | 3,455 | $462.0K | 0.09% | +1,450+72.3% | Added |
| Trust Co | 3,450 | $461.0K | 0.11% | +1,719+99.3% | Added |
| MTM Investment Management, LLC | 3,442 | $460.0K | 0.22% | +3+0.1% | Added |
| New Capital Management LP | 3,425 | $458.0K | 0.24% | −200−5.5% | Reduced |
| West Michigan Advisors, LLC | 3,418 | $457.0K | 0.34% | +3,418 | New |
| TrinityPoint Wealth, LLC | 3,413 | $456.0K | 0.08% | −1,006−22.8% | Reduced |
| Thoroughbred Financial Services, LLC | 3,415 | $456.0K | 0.10% | −248−6.8% | Reduced |
| Taylor Hoffman Wealth Management | 3,413 | $456.0K | 0.17% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 3,401 | $455.0K | 0.25% | −246−6.7% | Reduced |
| Curbstone Financial Management Corp | 3,404 | $455.0K | 0.08% | −34−1.0% | Reduced |