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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 3,403 | $455.0K | 0.07% | −35−1.0% | Reduced |
| Optimum Investment Advisors | 3,379 | $452.0K | 0.18% | −3−0.1% | Reduced |
| McDaniel Terry & Co | 3,365 | $450.0K | 0.05% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 3,348 | $447.5K | 0.25% | −590−15.0% | Reduced |
| Centric Wealth Management | 3,342 | $447.0K | 0.15% | −213−6.0% | Reduced |
| Benjamin Edwards Inc | 3,344 | $447.0K | 0.14% | −16−0.5% | Reduced |
| DT Investment Partners, LLC | 3,338 | $446.0K | 0.06% | +544+19.5% | Added |
| StrategIQ Financial Group, LLC | 3,335 | $446.0K | 0.04% | +551+19.8% | Added |
| Journey Strategic Wealth LLC | 3,334 | $446.0K | 0.05% | +3,334 | New |
| Allred Capital Management, LLC | 3,325 | $444.0K | 0.21% | −451−11.9% | Reduced |
| Private Portfolio Partners LLC | 3,320 | $443.8K | 0.11% | −299−8.3% | Reduced |
| Traphagen Investment Advisors LLC | 3,320 | $443.7K | 0.07% | −36−1.1% | Reduced |
| Concord Wealth Partners | 3,309 | $442.0K | 0.11% | +2,246+211.3% | Added |
| Country Trust Bank | 3,284 | $439.0K | 0.01% | −717−17.9% | Reduced |
| Arbor Investment Advisors, LLC | 3,285 | $439.0K | 0.08% | −24−0.7% | Reduced |
| Teza Capital Management LLC | 3,288 | $439.0K | 0.12% | +3,288 | New |
| Resolute Financial, LLC | 3,272 | $437.0K | 0.33% | +3,272 | New |
| MainStreet Investment Advisors LLC | 3,259 | $436.0K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 3,253 | $435.0K | 0.16% | −25−0.8% | Reduced |
| Cordasco Financial Network | 3,254 | $435.0K | 0.27% | +1,196+58.1% | Added |
| Thrive Wealth Management, LLC | 3,248 | $434.0K | 0.15% | +3,248 | New |
| TBH Global Asset Management, LLC | 3,233 | $432.0K | 0.09% | −238−6.9% | Reduced |
| TriaGen Wealth Management LLC | 3,228 | $431.0K | 0.21% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,225 | $431.0K | 0.20% | +3,225 | New |
| MV Capital Management, Inc. | 3,217 | $430.0K | 0.06% | +555+20.8% | Added |
| Capital Counsel LLC | 3,198 | $427.0K | 0.02% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,193 | $427.0K | 0.08% | +1,105+52.9% | Added |
| Tudor Investment Corp Et Al | 3,197 | $427.0K | 0.01% | +3,197 | New |
| Earnest Partners LLC | 3,184 | $426.0K | 0.00% | −201−5.9% | Reduced |
| Ellevest, Inc. | 3,190 | $426.0K | 0.04% | +471+17.3% | Added |
| CMG Global Holdings, LLC | 3,177 | $425.0K | 0.27% | −512−13.9% | Reduced |
| Professional Advisory Services Inc | 3,183 | $425.0K | 0.06% | −405−11.3% | Reduced |
| Woodstock Corp | 3,169 | $424.0K | 0.04% | −1,750−35.6% | Reduced |
| Harvest Volatility Management LLC | 3,173 | $424.0K | 0.02% | +3,173 | New |
| Platform Technology Partners | 3,163 | $423.0K | 0.19% | −35−1.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,156 | $422.0K | 0.03% | −87−2.7% | Reduced |
| Klingman & Associates, LLC | 3,158 | $422.0K | 0.04% | +856+37.2% | Added |
| Doheny Asset Management | 3,153 | $421.0K | 0.30% | −150−4.5% | Reduced |
| Cohen Investment Advisors LLC | 3,151 | $421.0K | 0.30% | +50+1.6% | Added |
| Boston Common Asset Management, LLC | 3,150 | $421.0K | 0.02% | +173+5.8% | Added |
| United Bank | 3,141 | $420.0K | 0.05% | −10−0.3% | Reduced |
| SMH Capital Advisors Inc | 3,142 | $420.0K | 0.83% | +66+2.1% | Added |
| Harvey Investment Co LLC | 3,132 | $419.0K | 0.05% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,133 | $419.0K | 0.26% | +3,133 | New |
| Camden National Bank | 3,126 | $418.0K | 0.07% | +46+1.5% | Added |
| Garrison Point Advisors, LLC | 3,120 | $417.0K | 0.28% | −100−3.1% | Reduced |
| Ballast Advisors LLC | 3,117 | $417.0K | 0.16% | +124+4.1% | Added |
| Morris Financial Concepts, Inc. | 3,116 | $416.0K | 0.35% | +3,116 | New |
| Abacus Planning Group, Inc. | 3,102 | $415.0K | 0.11% | +10.0% | Added |
| Missouri Trust & Investment Co | 3,108 | $415.0K | 0.24% | +3,108 | New |
| West Bancorporation Inc | 3,100 | $414.0K | 0.33% | +3,100 | New |
| Encompass Wealth Advisors, LLC | 3,091 | $413.0K | 0.10% | +991+47.2% | Added |
| Chesapeake Wealth Management | 3,072 | $411.0K | 0.14% | −760−19.8% | Reduced |
| Accurate Wealth Management, LLC | 3,007 | $411.0K | 0.34% | −89−2.9% | Reduced |
| Reik & Co., LLC | 3,072 | $411.0K | 0.10% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 3,073 | $411.0K | 0.08% | +200+7.0% | Added |
| Hengehold Capital Management LLC | 3,066 | $410.0K | 0.05% | +741+31.9% | Added |
| One Charles Private Wealth Services, LLC | 3,061 | $409.0K | 0.24% | +360+13.3% | Added |
| Tennessee Valley Asset Management Partners | 3,058 | $409.0K | 0.14% | +3,058 | New |
| Pacific Global Investment Management CO | 3,044 | $407.0K | 0.08% | +3,044 | New |
| First Heartland Consultants, Inc. | 3,044 | $406.0K | 0.05% | +3+0.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 3,030 | $405.0K | 0.10% | +455+17.7% | Added |
| 55I, LLC | 3,033 | $405.0K | 0.01% | +1,481+95.4% | Added |
| GM Advisory Group, Inc. | 3,031 | $405.0K | 0.04% | +1,575+108.2% | Added |
| King Wealth | 3,020 | $404.0K | 0.07% | −370−10.9% | Reduced |
| Wedmont Private Capital | 2,993 | $403.0K | 0.12% | +2,993 | New |
| UMA Financial Services, Inc. | 2,981 | $402.0K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,931 | $402.0K | 0.08% | +689+30.7% | Added |
| Aire Advisors, LLC | 3,006 | $402.0K | 0.17% | +3,006 | New |
| McLean Asset Management Corp | 3,003 | $401.0K | 0.16% | −3,252−52.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,001 | $401.0K | 0.13% | −1,200−28.6% | Reduced |
| Libra Wealth LLC | 3,001 | $401.0K | 0.26% | +3,001 | New |
| Agf Investments Inc. | 2,992 | $400.0K | 0.00% | −4,468−59.9% | Reduced |
| Navis Wealth Advisors, LLC | 2,991 | $400.0K | 0.34% | 00.0% | Unchanged |
| First United Bank Trust | 2,994 | $400.0K | 0.15% | +45+1.5% | Added |
| LCNB Corp | 2,991 | $400.0K | 0.18% | +380+14.6% | Added |
| DSC Advisors, L.P. | 2,982 | $399.0K | 0.46% | −198−6.2% | Reduced |
| Campbell Wealth Management | 2,988 | $399.0K | 0.05% | −68−2.2% | Reduced |
| McAdam, LLC | 2,975 | $398.0K | 0.04% | −265−8.2% | Reduced |
| Peddock Capital Advisors, LLC | 2,981 | $398.0K | 0.13% | −12−0.4% | Reduced |
| Laird Norton Trust Company, LLC | 2,984 | $398.0K | 0.04% | 00.0% | Unchanged |
| Fruth Investment Management | 2,972 | $397.0K | 0.11% | −25−0.8% | Reduced |
| Hotaling Investment Management, LLC | 2,967 | $397.0K | 0.14% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,961 | $396.0K | 0.03% | +2,961 | New |
| Quadrant Private Wealth Management, LLC | 2,951 | $394.0K | 0.15% | −767−20.6% | Reduced |
| CMC Financial Group | 2,941 | $393.0K | 0.21% | +33+1.1% | Added |
| Oakworth Capital, Inc. | 2,942 | $393.0K | 0.03% | +109+3.8% | Added |
| Blossom Wealth Management | 2,932 | $392.0K | 1.93% | +150+5.4% | Added |
| Heartwood Wealth Advisors LLC | 2,933 | $392.0K | 0.06% | +297+11.3% | Added |
| Wilson & Boucher Capital Management, LLC | 2,926 | $391.0K | 0.35% | +2,926 | New |
| Sabal Trust CO | 2,921 | $390.0K | 0.02% | −1,112−27.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,919 | $390.0K | 0.08% | −679−18.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,915 | $390.0K | 0.18% | −100−3.3% | Reduced |
| Coastal Capital Group, Inc. | 2,918 | $390.0K | 0.09% | +118+4.2% | Added |
| Sutton Wealth Advisors Inc. | 2,914 | $389.5K | 0.13% | +2+0.1% | Added |
| Centaurus Financial, Inc. | 2,911 | $389.0K | 0.03% | −10−0.3% | Reduced |
| Birchcreek Wealth Management, LLC | 2,910 | $389.0K | 0.34% | +1,236+73.8% | Added |
| Chicago Partners Investment Group LLC | 2,972 | $387.0K | 0.03% | −257−8.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,892 | $386.0K | 0.21% | −75−2.5% | Reduced |
| Cooper/Haims Advisors, LLC | 2,890 | $386.0K | 0.24% | 00.0% | Unchanged |