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 |
|---|---|---|---|---|---|
| Aurora Private Wealth, Inc. | 1,544 | $206.0K | 0.09% | −1,358−46.8% | Reduced |
| Riverview Capital Advisers, LLC | 1,536 | $205.3K | 0.09% | +1,536 | New |
| Apriem Advisors | 1,535 | $205.0K | 0.03% | −795−34.1% | Reduced |
| Tranquility Partners, LLC | 1,537 | $205.0K | 0.09% | −135−8.1% | Reduced |
| W Advisors, LLC | 1,533 | $205.0K | 0.15% | +1,533 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,521 | $204.0K | 0.01% | −7,007−82.2% | Reduced |
| Capital Financial Planning, LLC | 1,526 | $204.0K | 0.07% | −1,118−42.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,527 | $204.0K | 0.02% | −675−30.7% | Reduced |
| Security National Bank | 1,530 | $204.0K | 0.05% | −537−26.0% | Reduced |
| High Falls Advisors, Inc | 1,525 | $204.0K | 0.05% | −225−12.9% | Reduced |
| Hollencrest Capital Management | 1,526 | $204.0K | 0.02% | −145−8.7% | Reduced |
| Financial Planning & Information Services, Inc. | 1,530 | $204.0K | 0.05% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 1,524 | $204.0K | 0.04% | 00.0% | Unchanged |
| Lincoln Capital Corp | 1,516 | $203.0K | 0.10% | −500−24.8% | Reduced |
| WealthBridge Capital Management, LLC | 1,516 | $203.0K | 0.08% | −244−13.9% | Reduced |
| Vista Capital Partners, Inc. | 1,519 | $203.0K | 0.03% | −168−10.0% | Reduced |
| Old North State Trust, LLC | 1,518 | $203.0K | 0.15% | +195+14.7% | Added |
| DC Investments Management, LLC | 1,516 | $203.0K | 0.29% | +1,516 | New |
| LWM Advisory Services, LLC | 1,522 | $203.0K | 0.25% | +1,522 | New |
| Global Financial Private Client, LLC | 1,513 | $202.3K | 0.10% | −4−0.3% | Reduced |
| Quest Capital Management Inc | 1,512 | $202.0K | 0.03% | −319−17.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 1,515 | $202.0K | 0.02% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 1,509 | $202.0K | 0.05% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 1,509 | $202.0K | 0.14% | +1,509 | New |
| Arbor Wealth Management, LLC | 1,514 | $202.0K | 0.04% | +1,514 | New |
| VeraBank, N.A. | 1,515 | $202.0K | 0.10% | +1,515 | New |
| Oldfather Financial Services, LLC | 1,567 | $202.0K | 0.11% | +1,567 | New |
| Keb Asset Management, LLC | 1,514 | $202.0K | 0.13% | +1,514 | New |
| Powers Advisory Group, LLC | 1,512 | $202.0K | 0.14% | +1,512 | New |
| Breiter Capital Management Inc | 1,501 | $201.0K | 0.10% | −10,687−87.7% | Reduced |
| Lountzis Asset Management, LLC | 1,500 | $200.5K | 0.11% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,500 | $200.0K | 0.01% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,500 | $200.0K | 0.17% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 1,500 | $200.0K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,494 | $200.0K | 0.11% | +12+0.8% | Added |
| Proficio Capital Partners LLC | 1,495 | $200.0K | 0.03% | +1,495 | New |
| Lindbrook Capital, LLC | 1,481 | $198.0K | 0.03% | −486−24.7% | Reduced |
| Rock Creek Group, LP | 1,458 | $195.0K | 0.03% | −132−8.3% | Reduced |
| Platinum Investment Management Ltd | 1,426 | $191.0K | 0.01% | +141+11.0% | Added |
| CKW Financial Group | 1,432 | $190.0K | 0.03% | +5+0.4% | Added |
| Carolinas Wealth Consulting LLC | 1,394 | $186.0K | 0.04% | +50+3.7% | Added |
| First PREMIER Bank | 1,385 | $185.0K | 0.05% | +35+2.6% | Added |
| McIlrath & Eck, LLC | 1,359 | $182.0K | 0.05% | −179−11.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,356 | $181.0K | 0.08% | +1,356 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,459 | $181.0K | 0.12% | +1,459 | New |
| Warner Financial, Inc | 1,354 | $181.0K | 0.15% | +1,354 | New |
| TAP Consulting, LLC | 1,349 | $180.0K | 0.04% | −1,129−45.6% | Reduced |
| Johnson Midwest Financial, LLC | 1,346 | $180.0K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,332 | $178.0K | 0.12% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,323 | $177.0K | 0.02% | −72−5.2% | Reduced |
| Front Row Advisors LLC | 1,300 | $174.0K | 0.06% | −13,856−91.4% | Reduced |
| Creative Financial Designs Inc | 1,301 | $174.0K | 0.03% | −64−4.7% | Reduced |
| Scissortail Wealth Management, LLC | 1,300 | $174.0K | 0.07% | +1,300 | New |
| Elmwood Wealth Management, Inc. | 1,243 | $166.0K | 0.08% | +1,243 | New |
| Rocky Mountain Advisers, LLC | 1,232 | $165.0K | 0.19% | −47−3.7% | Reduced |
| Larson Financial Group LLC | 1,209 | $162.0K | 0.03% | −3,390−73.7% | Reduced |
| Founders Capital Management | 1,202 | $161.0K | 0.10% | −425−26.1% | Reduced |
| Truehand, Inc | 1,202 | $161.0K | 0.09% | 00.0% | Unchanged |
| American National Bank | 1,188 | $159.0K | 0.03% | +548+85.6% | Added |
| Professional Financial Advisors, LLC | 1,172 | $157.0K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,163 | $155.0K | 0.04% | −211−15.4% | Reduced |
| Wealthstreet Investment Advisors, LLC | 1,160 | $155.0K | 3.82% | +200+20.8% | Added |
| Ellis Investment Partners, LLC | 1,158 | $154.0K | 0.04% | +887+327.3% | Added |
| Cascade Investment Advisors, Inc. | 1,150 | $153.7K | 0.09% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,142 | $153.0K | 0.12% | +1,142 | New |
| Horan Securities, Inc. | 1,134 | $152.0K | 0.09% | +1,134 | New |
| CVA Family Office, LLC | 1,129 | $151.0K | 0.04% | +877+348.0% | Added |
| 1832 Asset Management L.P. | 1,067 | $150.0K | 0.00% | −6,515−85.9% | Reduced |
| Kenfarb & Co. | 1,100 | $147.0K | 0.11% | +1,100 | New |
| Pflug Koory, LLC | 1,074 | $144.0K | 0.07% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,046 | $140.0K | 0.02% | −21−2.0% | Reduced |
| Tyler-Stone Wealth Management | 1,039 | $139.0K | 0.07% | +1,039 | New |
| Syverson Strege & Co | 1,023 | $137.0K | 0.10% | −134−11.6% | Reduced |
| Surevest, LLC | 1,027 | $137.0K | 0.03% | +1,027 | New |
| HC Financial Advisors Inc | 1,001 | $134.0K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $134.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,002 | $134.0K | 0.19% | +1,002 | New |
| FAI Wealth Management | 1,000 | $133.0K | 0.11% | +1,000 | New |
| Ritter Daniher Financial Advisory, LLC | 980 | $131.0K | 0.09% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 977 | $131.0K | 0.05% | +13+1.3% | Added |
| Kozak & Associates, Inc. | 1,042 | $130.0K | 0.08% | +10+1.0% | Added |
| Cassady Schiller Wealth Management, LLC | 965 | $129.0K | 0.08% | +965 | New |
| Laffer Tengler Investments | 953 | $127.4K | 0.04% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 943 | $126.0K | 0.03% | −1,187−55.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 942 | $126.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 936 | $125.0K | 0.07% | −35−3.6% | Reduced |
| PSI Advisors, LLC | 902 | $121.0K | 0.05% | +4+0.4% | Added |
| Kelly Lawrence W & Associates Inc | 900 | $120.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 883 | $118.0K | 0.01% | −7−0.8% | Reduced |
| Iron Horse Wealth Management, LLC | 881 | $118.0K | 0.07% | +281+46.8% | Added |
| Freedman Financial Associates, Inc. | 878 | $117.0K | 0.08% | −228−20.6% | Reduced |
| Krane Funds Advisors LLC | 868 | $116.0K | 0.00% | −3,337−79.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 856 | $115.0K | 0.00% | +38+4.6% | Added |
| Rise Advisors, LLC | 850 | $113.6K | 0.11% | +850 | New |
| KRS Capital Management, LLC | 849 | $113.0K | 0.10% | +849 | New |
| Harbour Investments, Inc. | 837 | $112.0K | 0.01% | −6,226−88.1% | Reduced |
| Aspire Private Capital, LLC | 841 | $112.0K | 0.03% | −53−5.9% | Reduced |
| Blume Capital Management, Inc. | 840 | $112.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 838 | $112.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 834 | $111.0K | 0.01% | +123+17.3% | Added |