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 |
|---|---|---|---|---|---|
| RS Crum Inc. | 2,106 | $281.0K | 0.16% | +2,106 | 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 |
| Rockwood Wealth Management, LLC | 2,092 | $279.6K | 0.12% | +2,092 | New |
| Evernest Financial Advisors, LLC | 1,498 | $279.1K | 0.14% | +1,498 | New |
| Crossvault Capital Management LLC | 2,085 | $279.0K | 0.08% | 00.0% | Unchanged |
| Brightworth | 2,087 | $279.0K | 0.03% | +2,087 | New |
| 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 |
| 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 |
| Opes Wealth Management LLC | 2,068 | $276.0K | 0.09% | +2,068 | New |
| PFS Partners, LLC | 2,058 | $275.0K | 0.20% | +2,058 | New |
| AllSquare Wealth Management LLC | 2,059 | $275.0K | 0.16% | −25−1.2% | Reduced |
| 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 |
| 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 |
| 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 |
| Meridian Financial, LLC | 2,035 | $272.0K | 0.25% | +2,035 | New |
| Legacy Financial Advisors, Inc. | 2,027 | $271.0K | 0.06% | +182+9.9% | Added |
| 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 |
| Center for Financial Planning, Inc. | 2,013 | $269.0K | 0.06% | −533−20.9% | Reduced |
| 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 |
| 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 |
| 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 |
| Mma Asset Management LLC | 1,982 | $265.0K | 0.19% | −457−18.7% | Reduced |
| Johnson Financial Group, Inc. | 1,971 | $264.0K | 0.02% | −95−4.6% | Reduced |
| 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 |
| 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 |
| 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 |
| Motco | 1,936 | $259.0K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,934 | $258.0K | 0.06% | +55+2.9% | Added |
| Windsor Capital Management, LLC | 1,927 | $257.0K | 0.08% | −104−5.1% | Reduced |
| TFG Advisers LLC | 1,922 | $257.0K | 0.11% | +25+1.3% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Southland Equity Partners LLC | 1,883 | $251.7K | 0.10% | +439+30.4% | Added |
| 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 |
| United Community Bank | 1,875 | $250.6K | 0.25% | +1,875 | 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 |
| 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 |
| River Wealth Advisors LLC | 1,855 | $248.0K | 0.04% | +262+16.4% | 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 |
| 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 |
| 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 |
| Morton Capital Management LLC | 1,823 | $243.7K | 0.10% | +1,823 | New |