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 |
|---|---|---|---|---|---|
| Greenspring Advisors, LLC | 2,456 | $328.0K | 0.08% | +2,456 | New |
| Norris Financial Group, LLC | 2,449 | $327.3K | 0.20% | −809−24.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,446 | $327.0K | 0.02% | −379−13.4% | Reduced |
| Sand Hill Global Advisors, LLC | 2,444 | $327.0K | 0.02% | −5−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 2,448 | $327.0K | 0.04% | +246+11.2% | Added |
| Montis Financial, LLC | 2,437 | $326.0K | 0.24% | +2,437 | New |
| Colonial River Wealth Management, LLC | 2,441 | $326.0K | 0.18% | +2,441 | New |
| Calton & Associates, Inc. | 2,438 | $325.0K | 0.09% | −2,256−48.1% | Reduced |
| Field & Main Bank | 2,435 | $325.0K | 0.19% | −495−16.9% | Reduced |
| Slow Capital, Inc. | 2,426 | $324.0K | 0.06% | +58+2.4% | Added |
| Childress Capital Advisors, LLC | 2,426 | $324.0K | 0.13% | +122+5.3% | Added |
| Aviance Capital Partners, LLC | 2,426 | $324.0K | 0.05% | +178+7.9% | Added |
| Retirement Income Solutions, Inc | 2,411 | $322.0K | 0.09% | +140+6.2% | Added |
| Venturi Wealth Management, LLC | 2,405 | $322.0K | 0.02% | +149+6.6% | Added |
| Sinecera Capital, LLC | 2,410 | $322.0K | 0.31% | +2,410 | New |
| Thompson Siegel & Walmsley LLC | 2,400 | $321.0K | 0.00% | −90−3.6% | Reduced |
| Nottingham Advisors, Inc. | 2,404 | $321.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,402 | $321.0K | 0.07% | +5+0.2% | Added |
| Aristotle Atlantic Partners, LLC | 2,400 | $321.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,399 | $321.0K | 0.11% | +556+30.2% | Added |
| Masso Torrence Wealth Management Inc. | 2,403 | $321.0K | 0.22% | +2,403 | New |
| Sky Investment Group LLC | 2,393 | $320.0K | 0.06% | −750−23.9% | Reduced |
| Future Financial Wealth Managment LLC | 2,354 | $320.0K | 0.26% | −629−21.1% | Reduced |
| Bank Ozk | 2,389 | $320.0K | 0.13% | −118−4.7% | Reduced |
| Xcel Wealth Management, LLC | 2,394 | $320.0K | 0.08% | +392+19.6% | Added |
| Hummer Financial Advisory Services Inc | 2,390 | $319.0K | 0.27% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,383 | $318.0K | 0.07% | −500−17.3% | Reduced |
| Mezzasalma Advisors, LLC | 2,357 | $315.0K | 0.17% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,347 | $314.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 2,347 | $314.0K | 0.03% | +336+16.7% | Added |
| RB Capital Management, LLC | 2,346 | $314.0K | 0.10% | +521+28.5% | Added |
| ProVise Management Group, LLC | 2,349 | $314.0K | 0.03% | +2,349 | New |
| PDS Planning, Inc | 2,345 | $313.0K | 0.06% | −26−1.1% | Reduced |
| TruWealth Advisors, LLC | 2,343 | $313.0K | 0.03% | +12+0.5% | Added |
| Lakeside Advisors, INC. | 2,335 | $312.0K | 0.23% | +2,335 | New |
| Rowland & Co Investment Counsel | 2,329 | $311.4K | 0.07% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 2,324 | $311.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,328 | $311.0K | 0.08% | +115+5.2% | Added |
| Acorn Financial Advisory Services Inc | 2,327 | $311.0K | 0.06% | +489+26.6% | Added |
| M. Kulyk & Associates, LLC | 2,330 | $311.0K | 0.08% | +2,330 | New |
| Rockbridge Investment Management, LCC | 2,323 | $310.0K | 0.05% | +3+0.1% | Added |
| Round Rock Advisors, LLC | 2,319 | $310.0K | 0.14% | +708+43.9% | Added |
| Broderick Brian C | 2,297 | $308.0K | 0.07% | +500+27.8% | Added |
| Atlas Capital Advisors LLC | 2,297 | $307.0K | 0.05% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,300 | $307.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 2,287 | $306.0K | 0.07% | −425−15.7% | Reduced |
| Parkside Financial Bank & Trust | 2,288 | $306.0K | 0.08% | −389−14.5% | Reduced |
| Domani Wealth, LLC | 2,273 | $304.0K | 0.06% | +66+3.0% | Added |
| Sterling Financial Planning, Inc. | 2,269 | $303.0K | 0.19% | +58+2.6% | Added |
| Cornerstone Wealth Group, LLC | 2,268 | $303.0K | 0.05% | +490+27.6% | Added |
| 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 |
| Vivid Financial Management, Inc. | 2,259 | $302.0K | 0.11% | +587+35.1% | Added |
| Vanguard Capital Wealth Advisors | 2,263 | $302.0K | 0.22% | +601+36.2% | Added |
| LifePro Asset Management | 2,257 | $302.0K | 0.09% | +2,257 | New |
| Birinyi Associates Inc | 2,250 | $301.0K | 0.09% | −750−25.0% | Reduced |
| 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 |
| Boltwood Capital Management | 2,235 | $299.0K | 0.11% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,235 | $298.8K | 0.11% | −329−12.8% | Reduced |
| One Capital Management, LLC | 2,232 | $298.0K | 0.02% | −746−25.1% | 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 |
| Pinnacle Bancorp, Inc. | 2,216 | $296.0K | 0.10% | −100−4.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,204 | $295.0K | 0.02% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,199 | $294.0K | 0.12% | +96+4.6% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Summit Wealth Partners, LLC | 2,149 | $287.2K | 0.06% | −92−4.1% | Reduced |
| 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 |
| Triad Financial Advisors, Inc. | 2,139 | $286.0K | 0.17% | +2,139 | New |
| Calamos Wealth Management LLC | 2,132 | $285.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 2,125 | $284.0K | 0.12% | −500−19.0% | 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 |
| Glen Eagle Advisors, LLC | 2,114 | $282.5K | 0.07% | −298−12.4% | Reduced |
| 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 |
| RMB Capital Management, LLC | 2,106 | $281.0K | 0.01% | −1,121−34.7% | Reduced |