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 2022
Institutional positions in International Business Machines Corp as of Dec 31, 2022. 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
- 2,438
- +194 vs. Q3 2022
- Shares held
- 527.8M
- +12.5M (+2.4%) vs. Q3 2022
- Total value
- $74.3B
- +$13.1B (+21.3%) vs. Q3 2022
- New holders
- 285
- 933 more added
- Sold out
- 91
- 907 more reduced
44 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | 3,496 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 2022
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Twelve Points Wealth Management LLC | 4,863 | $685.2K | 0.47% | +23+0.5% | Added |
| YorkBridge Wealth Partners, LLC | 4,868 | $685.9K | 0.17% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 4,909 | $687.4K | 0.07% | +4,909 | New |
| Fairfield, Bush & Co. | 4,884 | $688.1K | 0.45% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,884 | $688.2K | 0.12% | +72+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,893 | $689.3K | 0.10% | +42+0.9% | Added |
| Heartwood Wealth Advisors LLC | 4,895 | $689.7K | 0.11% | −175−3.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,133 | $689.8K | 0.30% | +9+0.2% | Added |
| Atwood & Palmer Inc | 4,900 | $690.4K | 0.06% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 4,903 | $691.0K | 0.09% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,924 | $693.8K | 0.16% | −188−3.7% | Reduced |
| Fairview Capital Investment Management, LLC | 4,936 | $695.4K | 0.05% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,941 | $696.0K | 0.06% | −371−7.0% | Reduced |
| Connecticut Wealth Management, LLC | 4,953 | $697.8K | 0.06% | −969−16.4% | Reduced |
| Port Capital LLC | 4,955 | $698.0K | 0.05% | +182+3.8% | Added |
| Grove Bank & Trust | 4,962 | $699.0K | 0.15% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 4,965 | $699.6K | 0.15% | +355+7.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,972 | $700.5K | 0.34% | +11+0.2% | Added |
| Mitchell Sinkler & Starr | 4,973 | $700.6K | 0.23% | +2,317+87.2% | Added |
| Delta Financial Group, Inc. | 4,923 | $701.0K | 0.31% | +4,923 | New |
| Delta Asset Management LLC | 4,989 | $702.9K | 0.08% | −155−3.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,990 | $703.0K | 0.49% | −4−0.1% | Reduced |
| Heritage Financial Services, LLC | 4,992 | $703.3K | 0.18% | −22−0.4% | Reduced |
| Delta Investment Management, LLC | 5,012 | $706.2K | 0.23% | +17+0.3% | Added |
| Heritage Trust Co | 5,020 | $707.3K | 0.12% | +108+2.2% | Added |
| Boltwood Capital Management | 5,037 | $709.7K | 0.29% | +215+4.5% | Added |
| Coombe, Bender & Co LLC | 5,037 | $710.0K | 0.65% | −600−10.6% | Reduced |
| Private Portfolio Partners LLC | 5,060 | $712.8K | 0.19% | −249−4.7% | Reduced |
| Graypoint LLC | 5,066 | $713.8K | 0.09% | −1,127−18.2% | Reduced |
| Winthrop Advisory Group LLC | 5,066 | $713.8K | 0.14% | +251+5.2% | Added |
| Sugarloaf Wealth Management, LLC | 5,083 | $716.1K | 0.18% | −753−12.9% | Reduced |
| LS Investment Advisors, LLC | 5,083 | $716.1K | 0.14% | +500+10.9% | Added |
| Cranbrook Wealth Management, LLC | 5,089 | $717.1K | 0.20% | −150−2.9% | Reduced |
| Powell Investment Advisors, LLC | 5,099 | $718.4K | 0.42% | +54+1.1% | Added |
| Jarislowsky, Fraser Ltd | 5,100 | $718.5K | 0.00% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 5,100 | $718.6K | 0.38% | +5,100 | New |
| Engineers Gate Manager LP | 5,103 | $719.0K | 0.04% | +5,103 | New |
| DF Dent & Co Inc | 5,109 | $719.8K | 0.01% | +207+4.2% | Added |
| Capstone Financial Advisors, Inc. | 5,145 | $724.9K | 0.06% | −85−1.6% | Reduced |
| Summit X, LLC | 5,150 | $726.6K | 0.21% | +1,577+44.1% | Added |
| Zeke Capital Advisors, LLC | 5,160 | $727.0K | 0.05% | −10−0.2% | Reduced |
| Prentice Wealth Management LLC | 5,165 | $727.8K | 0.37% | −26−0.5% | Reduced |
| Massmutual Trust Co FSB | 5,169 | $728.0K | 0.03% | +2,712+110.4% | Added |
| Derbend Asset Management | 5,178 | $729.5K | 0.58% | −752−12.7% | Reduced |
| Stewart & Patten Co LLC | 5,211 | $734.2K | 0.13% | −401−7.1% | Reduced |
| First Western Trust Bank | 5,218 | $735.2K | 0.04% | +360+7.4% | Added |
| Cornerstone Advisory, LLC | 5,243 | $738.7K | 0.15% | +3+0.1% | Added |
| Human Investing LLC | 5,259 | $741.0K | 0.19% | −1,535−22.6% | Reduced |
| Beacon Financial Advisory LLC | 5,296 | $746.1K | 0.53% | +109+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,233 | $751.3K | 0.37% | −330−5.9% | Reduced |
| Oak Asset Management, LLC | 5,349 | $753.7K | 0.34% | −59−1.1% | Reduced |
| MJP Associates Inc | 5,357 | $754.7K | 0.22% | +218+4.2% | Added |
| S.E.E.D. Planning Group LLC | 5,365 | $755.8K | 0.33% | −550−9.3% | Reduced |
| Focus Financial Network, Inc. | 5,371 | $756.7K | 0.06% | −170−3.1% | Reduced |
| Cowa, LLC | 5,321 | $758.2K | 0.47% | −69−1.3% | Reduced |
| Highland Capital Management, LLC | 5,385 | $759.0K | 0.05% | +1,750+48.1% | Added |
| True Wealth Design, LLC | 5,397 | $760.4K | 0.35% | +5,397 | New |
| Bath Savings Trust Co | 5,404 | $761.0K | 0.10% | −71−1.3% | Reduced |
| Acorn Wealth Advisors, LLC | 5,400 | $761.0K | 0.58% | −20.0% | Reduced |
| Coastal Bridge Advisors, LLC | 5,427 | $764.5K | 0.22% | +72+1.3% | Added |
| Roanoke Asset Management Corp | 5,445 | $767.0K | 0.35% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 5,489 | $773.0K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,494 | $774.0K | 0.17% | −96−1.7% | Reduced |
| Hoey Investments, Inc | 5,498 | $774.6K | 0.34% | −385−6.5% | Reduced |
| Toews Corp | 5,500 | $774.9K | 0.38% | −3,800−40.9% | Reduced |
| SG Americas Securities, LLC | 5,504 | $775.0K | 0.01% | −33,342−85.8% | Reduced |
| Aspiriant, LLC | 5,507 | $775.9K | 0.04% | −1,236−18.3% | Reduced |
| Hexagon Capital Partners LLC | 5,509 | $776.1K | 0.23% | −664−10.8% | Reduced |
| Marcum Wealth, LLC | 5,535 | $779.8K | 0.10% | −353−6.0% | Reduced |
| Conning Inc. | 5,544 | $781.1K | 0.03% | −32−0.6% | Reduced |
| CoreFirst Bank & Trust | 5,561 | $783.5K | 0.59% | −710−11.3% | Reduced |
| Kades & Cheifetz LLC | 5,562 | $783.6K | 0.65% | +5,562 | New |
| Hoylecohen, LLC | 5,581 | $786.3K | 0.08% | +20.0% | Added |
| Strategic Financial Services, Inc, | 5,590 | $787.5K | 0.06% | +384+7.4% | Added |
| Benin Management CORP | 5,594 | $788.2K | 0.32% | −495−8.1% | Reduced |
| Archer Investment Corp | 5,632 | $793.6K | 0.31% | −262−4.4% | Reduced |
| Trustcore Financial Services, LLC | 5,639 | $794.5K | 0.07% | +19+0.3% | Added |
| Relative Value Partners Group, LLC | 5,641 | $794.7K | 0.06% | −442−7.3% | Reduced |
| Cross Staff Investments Inc | 5,648 | $795.7K | 0.83% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,651 | $796.2K | 0.01% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 5,655 | $797.0K | 1.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,659 | $797.2K | 0.18% | +31+0.6% | Added |
| Plancorp, LLC | 5,670 | $798.8K | 0.05% | +209+3.8% | Added |
| Sawyer & Company, Inc | 5,671 | $799.0K | 0.39% | +47+0.8% | Added |
| DoubleLine ETF Adviser LP | 5,679 | $800.1K | 0.41% | +5,679 | New |
| Gratus Capital LLC | 5,683 | $800.6K | 0.07% | −194−3.3% | Reduced |
| Independence Bank of Kentucky | 5,694 | $802.0K | 0.36% | −403−6.6% | Reduced |
| Renaissance Investment Group LLC | 5,695 | $802.4K | 0.24% | −250−4.2% | Reduced |
| Cascade Investment Group, Inc. | 5,724 | $806.5K | 0.84% | +5,724 | New |
| L2 Asset Management, LLC | 5,729 | $807.1K | 0.52% | +259+4.7% | Added |
| Capital Advisors Inc | 5,729 | $807.1K | 0.02% | +280+5.1% | Added |
| Baystate Wealth Management LLC | 5,745 | $809.0K | 0.07% | +67+1.2% | Added |
| TRUE Private Wealth Advisors | 5,749 | $810.0K | 0.12% | +11+0.2% | Added |
| Intercontinental Wealth Advisors, LLC | 5,777 | $813.9K | 0.24% | +163+2.9% | Added |
| Brandywine Oak Private Wealth LLC | 5,779 | $814.2K | 0.10% | −1,333−18.7% | Reduced |
| Firestone Capital Management | 5,786 | $815.2K | 0.30% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,787 | $815.3K | 0.72% | +5,787 | New |
| CX Institutional | 5,795 | $816.4K | 0.05% | +2,254+63.7% | Added |
| Pekin Hardy Strauss, Inc. | 5,801 | $817.3K | 0.13% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,802 | $817.5K | 0.37% | −5,129−46.9% | Reduced |