Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 2,354 institutions
Q1 2021: 2,156 institutionsQ2 2021: 2,224 institutionsQ3 2021: 2,169 institutionsQ4 2021: 2,354 institutionsQ1 2022: 2,342 institutionsQ2 2022: 2,379 institutionsQ3 2022: 2,288 institutionsQ4 2022: 2,438 institutionsQ1 2023: 2,399 institutionsQ2 2023: 2,429 institutionsQ3 2023: 2,467 institutionsQ4 2023: 2,685 institutionsQ1 2024: 2,808 institutionsQ2 2024: 2,763 institutionsQ3 2024: 2,940 institutionsQ4 2024: 3,146 institutionsQ1 2025: 3,267 institutionsQ2 2025: 3,412 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,708 institutionsQ1 2026: 3,495 institutionsQ2 2026: 3,644 institutions
Value heldQ4 2021: $67.0B
Q1 2021: $66.9BQ2 2021: $74.2BQ3 2021: $70.6BQ4 2021: $67.0BQ1 2022: $65.1BQ2 2022: $71.9BQ3 2022: $61.5BQ4 2022: $74.3BQ1 2023: $67.7BQ2 2023: $69.7BQ3 2023: $74.5BQ4 2023: $88.4BQ1 2024: $104.2BQ2 2024: $95.1BQ3 2024: $124.7BQ4 2024: $126.2BQ1 2025: $145.7BQ2 2025: $172.7BQ3 2025: $163.1BQ4 2025: $177.2BQ1 2026: $143.7BQ2 2026: $172.1B
Institutions holding IBM and their total value by quarter
QuarterHoldersValue
Q2 20263,644$172.1B
Q1 20263,495$143.7B
Q4 20253,708$177.2B
Q3 20253,425$163.1B
Q2 20253,412$172.7B
Q1 20253,267$145.7B
Q4 20243,146$126.2B
Q3 20242,940$124.7B
Q2 20242,763$95.1B
Q1 20242,808$104.2B
Q4 20232,685$88.4B
Q3 20232,467$74.5B
Q2 20232,429$69.7B
Q1 20232,399$67.7B
Q4 20222,438$74.3B
Q3 20222,288$61.5B
Q2 20222,379$71.9B
Q1 20222,342$65.1B
Q4 20212,354$67.0B
Q3 20212,169$70.6B
Q2 20212,224$74.2B
Q1 20212,156$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.

Institutions holding IBM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Bank & Trust1,821$243.0K0.10%−6,505−78.1%Reduced
Centerpoint Advisors, LLC1,817$243.0K0.11%+1,600+737.3%Added
DMG Group, LLC1,834$243.0K0.21%+1,834New
Kowal Investment Group, LLC1,810$242.0K0.07%+1,175+185.0%Added
Blue Barn Wealth, LLC1,805$241.0K0.16%−22−1.2%Reduced
Keating Investment Counselors Inc1,800$241.0K0.11%00.0%Unchanged
Cardiff Park Advisors, LLC1,799$241.0K0.03%+1,799New
GoalFusion Wealth Management, LLC1,803$240.0K0.24%+1,803New
HFG Advisors, Inc.1,794$240.0K0.27%+1,794New
Quilter Plc1,756$239.0K0.01%−3,584−67.1%Reduced
Boyar Asset Management Inc.1,792$239.0K0.14%00.0%Unchanged
Mission Financial Group, LLC804$238.2K0.22%+804New
Shoker Investment Counsel, Inc.1,773$237.0K0.11%−797−31.0%Reduced
Mendel Money Management1,770$237.0K0.14%+1,770New
Security Financial Services, INC.1,770$237.0K0.08%+1,770New
Vishria Bird Financial Group, LLC1,769$236.0K0.11%00.0%Unchanged
East Coast Asset Management, LLC.1,765$236.0K0.05%00.0%Unchanged
Doliver Advisors, LP1,723$236.0K0.08%+42+2.5%Added
Kalos Management, Inc.1,885$236.0K0.06%+72+4.0%Added
Aveo Capital Partners, LLC1,752$234.0K0.04%−928−34.6%Reduced
DFPG Investments, LLC1,776$232.0K0.10%+96+5.7%Added
Farmers Trust Co1,738$232.0K0.05%+80+4.8%Added
Fortress Wealth Group, LLC1,681$232.0K0.17%+8+0.5%Added
Thompson Davis & Co., Inc.1,737$232.0K0.19%+1,737New
Paragon Financial Partners, Inc.1,732$232.0K0.19%+1,732New
First Farmers & Merchants Bank / Trust1,735$232.0K0.23%+1,735New
Hanlon Investment Management, Inc.1,730$231.0K0.04%−902−34.3%Reduced
Lehman & Derafelo Financial Resources LLC1,731$231.0K0.07%00.0%Unchanged
Triune Financial Partners, LLC1,724$230.4K0.12%+1,724New
Hemington Wealth Management1,825$230.0K0.11%−729−28.5%Reduced
Dana Investment Advisors, Inc.1,721$230.0K0.01%+37+2.2%Added
Apella Capital, LLC1,718$230.0K0.03%+254+17.3%Added
XR Securities LLC1,719$230.0K0.03%+1,719New
V Wealth Advisors LLC1,715$229.0K0.03%+129+8.1%Added
Cottonwood Capital Advisors, LLC1,712$229.0K0.18%+1,712New
Etfidea, LLC1,700$227.2K0.09%+1,700New
Corundum Group, Inc.1,701$227.0K0.15%−1,909−52.9%Reduced
Staley Capital Advisers Inc1,701$227.0K0.01%+1+0.1%Added
Apexium Financial, LP1,696$227.0K0.12%+1,696New
TKG Advisors, LLC1,700$227.0K0.18%+1,700New
Strategic Blueprint, LLC1,690$226.0K0.03%+1,690New
Compass Financial Advisors LLC1,690$226.0K0.25%+1,690New
Annex Advisory Services, LLC1,681$225.0K0.02%−23,672−93.4%Reduced
Signet Financial Management, LLC1,685$225.0K0.03%−819−32.7%Reduced
Tempus Wealth Planning, LLC1,684$225.0K0.12%00.0%Unchanged
Cook Wealth Management Group LLC1,642$225.0K0.23%+1,642New
Financial Consulate, Inc1,676$224.0K0.08%+5+0.3%Added
Wedge Capital Management L L P1,675$224.0K0.00%+68+4.2%Added
Relyea Zuckerberg Hanson LLC1,729$224.0K0.08%+206+13.5%Added
Aptus Capital Advisors, LLC1,668$223.0K0.01%00.0%Unchanged
Sun Life Financial INC1,669$223.0K0.01%+1,669New
Avestar Capital, LLC1,662$222.0K0.04%−298−15.2%Reduced
Carolina Wealth Advisors, LLC1,660$222.0K0.13%00.0%Unchanged
Great Diamond Partners, LLC1,651$220.0K0.06%−529−24.3%Reduced
Trinity Wealth Management, LLC1,644$220.0K0.15%00.0%Unchanged
Axiom Financial Strategies, LLC1,642$220.0K0.10%+10+0.6%Added
Oarsman Capital, Inc.1,647$220.0K0.09%+23+1.4%Added
Noesis Capital Mangement Corp1,642$219.0K0.04%−294−15.2%Reduced
Latitude Advisors, LLC1,636$219.0K0.06%+1,636New
Bill Few Associates, Inc.1,641$219.0K0.11%+1,641New
Stableford Capital II LLC1,690$218.0K0.09%00.0%Unchanged
Stiles Financial Services Inc1,683$218.0K0.11%+1,683New
Foster Group, Inc.1,622$217.0K0.02%−38−2.3%Reduced
Edmonds Duncan Registered Investment Advisors, LLC1,649$217.0K0.06%00.0%Unchanged
Liberty Capital Management, Inc.1,622$217.0K0.06%00.0%Unchanged
Investment Advisory Group, LLC1,623$217.0K0.14%+1,623New
Guerra Pan Advisors, LLC1,613$216.0K0.21%+1,613New
O'Brien Wealth Partners LLC1,570$215.0K0.07%+1+0.1%Added
Legacy Bridge, LLC1,610$215.0K0.11%00.0%Unchanged
Schubert & Co1,609$215.0K0.22%+1,609New
Prentiss Smith & Co Inc1,600$214.0K0.10%−1,307−45.0%Reduced
Sanford Advisory Services, LLC1,601$214.0K0.05%−200−11.1%Reduced
Private Capital Advisors, Inc.1,600$214.0K0.03%00.0%Unchanged
Southern Capital Advisors, LLC1,598$214.0K0.13%+1,598New
JT Stratford LLC1,597$213.0K0.06%−422−20.9%Reduced
Stephenson National Bank & Trust1,593$213.0K0.12%00.0%Unchanged
Asset Management Group, Inc.1,594$213.0K0.04%+21+1.3%Added
Sofos Investments, Inc.670$213.0K0.02%+668+33,400.0%Added
ERn Financial, LLC1,591$213.0K0.05%+1,591New
Flynn Zito Capital Management, LLC1,589$213.0K0.18%+1,589New
Townsend Asset Management Corp1,586$212.0K0.10%−310−16.4%Reduced
Cerro Pacific Wealth Advisors LLC1,587$212.0K0.13%−165−9.4%Reduced
Mirador Capital Partners LP1,588$212.0K0.04%00.0%Unchanged
McCollum Christoferson Group LLC1,589$212.0K0.05%+110+7.4%Added
Resource Consulting Group Inc1,588$212.0K0.07%+1,588New
Terry L. Blaker1,578$211.0K0.02%−1,032−39.5%Reduced
Penn Mutual Asset Management, LLC1,575$211.0K0.23%00.0%Unchanged
Integrity Financial Corp1,582$211.0K0.16%+1,582New
Silver Lake Advisory, LLC1,571$210.0K0.10%−357−18.5%Reduced
Mosaic Family Wealth, LLC1,568$210.0K0.05%−241−13.3%Reduced
WFA of San Diego, LLC1,570$210.0K0.12%+410+35.3%Added
Beck Capital Management, LLC1,571$210.0K0.06%+1,571New
S.C. Financial Services, Inc.1,560$210.0K0.24%+1,560New
Two Sigma Securities, LLC1,565$209.0K0.04%−4,854−75.6%Reduced
Financial Advisors, LLC1,562$209.0K0.06%00.0%Unchanged
Carmel Capital Partners, LLC1,555$208.0K0.16%+1,555New
HCR Wealth Advisors1,549$207.0K0.03%+11+0.7%Added
Halbert Hargrove Global Advisors, LLC1,552$207.0K0.01%+98+6.7%Added
Keystone Wealth Services, LLC1,549$207.0K0.08%+1,549New
Alan B. Lancz & Associates, Inc.1,546$207.0K0.18%+1,546New