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 | 3,495 | $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 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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 5,650 | $818.1K | 0.30% | +877+18.4% | Added |
| Harvest Volatility Management LLC | 5,811 | $818.7K | 0.17% | −1,219−17.3% | Reduced |
| Roman Butler Fullerton & Co | 5,641 | $819.0K | 0.42% | +735+15.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,823 | $820.5K | 0.39% | −99−1.7% | Reduced |
| SFMG, LLC | 5,847 | $823.7K | 0.09% | −60−1.0% | Reduced |
| Pictet & Cie (Europe) SA | 5,860 | $825.6K | 0.04% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 5,861 | $825.8K | 0.52% | +5,861 | New |
| Obsidian Personal Planning Solutions LLC | 5,869 | $827.0K | 1.33% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,885 | $829.1K | 0.10% | +127+2.2% | Added |
| Financial Partners Group, LLC | 5,890 | $829.8K | 0.49% | +5,890 | New |
| Icon Advisers Inc | 5,900 | $831.3K | 0.21% | +5,900 | New |
| Lombard Odier Asset Management (Switzerland) SA | 5,906 | $832.1K | 0.07% | +3,147+114.1% | Added |
| Aptus Capital Advisors, LLC | 5,915 | $833.4K | 0.03% | +11+0.2% | Added |
| Uncommon Cents Investing LLC | 5,915 | $833.4K | 0.31% | +40+0.7% | Added |
| Coco Enterprises, LLC | 5,933 | $836.0K | 0.70% | +226+4.0% | Added |
| Weil Company, Inc. | 5,935 | $836.2K | 0.38% | +10.0% | Added |
| Venturi Wealth Management, LLC | 5,958 | $839.4K | 0.07% | −81−1.3% | Reduced |
| First County Bank | 5,959 | $839.6K | 0.40% | +5,959 | New |
| Roffman Miller Associates Inc | 5,959 | $839.6K | 0.07% | −24−0.4% | Reduced |
| Manchester Capital Management LLC | 5,969 | $841.0K | 0.12% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 5,974 | $841.6K | 0.57% | −143−2.3% | Reduced |
| IVC Wealth Advisors LLC | 5,976 | $842.0K | 0.62% | +113+1.9% | Added |
| Burt Wealth Advisors | 5,984 | $843.1K | 0.28% | +504+9.2% | Added |
| Northcape Wealth Management, LLC | 5,990 | $844.0K | 0.47% | −10,075−62.7% | Reduced |
| Sentry Investment Management LLC | 6,009 | $847.0K | 0.37% | −48−0.8% | Reduced |
| Arkadios Wealth Advisors | 6,022 | $848.4K | 0.11% | −76−1.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 6,024 | $848.7K | 0.64% | +3,111+106.8% | Added |
| Granite Investment Partners, LLC | 6,028 | $849.3K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 6,801 | $850.8K | 0.45% | −1,674−19.8% | Reduced |
| Investors Research Corp | 6,062 | $854.1K | 0.23% | −75−1.2% | Reduced |
| Beacon Financial Group | 6,052 | $855.0K | 0.12% | +163+2.8% | Added |
| Gyroscope Capital Management Group, LLC | 6,069 | $855.0K | 0.26% | +142+2.4% | Added |
| Summit Asset Management, LLC | 6,094 | $858.6K | 0.25% | −13−0.2% | Reduced |
| Peterson Financial Group, Inc. | 6,111 | $861.0K | 1.14% | −2,937−32.5% | Reduced |
| Vaughan & Co Securities, Inc. | 6,111 | $861.0K | 0.69% | −278−4.4% | Reduced |
| RSM US Wealth Management LLC | 6,101 | $861.5K | 0.04% | +382+6.7% | Added |
| Wealth Alliance | 6,132 | $863.9K | 0.15% | −280−4.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,160 | $867.9K | 0.38% | +6,160 | New |
| TrimTabs Asset Management, LLC | 6,167 | $868.9K | 0.57% | −138−2.2% | Reduced |
| Tectonic Advisors LLC | 6,186 | $871.5K | 0.14% | +483+8.5% | Added |
| RIA Advisory Group LLC | 6,384 | $872.6K | 0.51% | +6,384 | New |
| Harbor Investment Advisory, LLC | 6,196 | $873.0K | 0.14% | −317−4.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,225 | $877.0K | 0.22% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 6,265 | $882.7K | 0.04% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 6,278 | $884.5K | 0.71% | +159+2.6% | Added |
| Peoples Financial Services Corp. | 6,279 | $884.6K | 0.41% | −800−11.3% | Reduced |
| Axxcess Wealth Management, LLC | 6,284 | $885.4K | 0.07% | −215−3.3% | Reduced |
| Parcion Private Wealth LLC | 6,300 | $887.6K | 0.10% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,303 | $888.0K | 0.58% | +78+1.3% | Added |
| Perfromance Wealth Partners, LLC | 6,313 | $889.4K | 0.05% | −102−1.6% | Reduced |
| Equitable Trust Co | 6,320 | $890.4K | 0.07% | −856−11.9% | Reduced |
| Personal Cfo Solutions, LLC | 6,321 | $890.6K | 0.19% | +589+10.3% | Added |
| Certified Advisory Corp | 6,330 | $891.9K | 0.18% | −49−0.8% | Reduced |
| Keudell/Morrison Wealth Management | 6,331 | $892.0K | 0.29% | −7−0.1% | Reduced |
| TBH Global Asset Management, LLC | 6,346 | $894.1K | 0.22% | +2,104+49.6% | Added |
| XTX Topco Ltd | 6,352 | $894.9K | 0.19% | +6,352 | New |
| Wedmont Private Capital | 6,232 | $895.5K | 0.13% | +1,117+21.8% | Added |
| Hancock Whitney Corp | 6,357 | $896.0K | 0.03% | −696−9.9% | Reduced |
| Founders Financial Alliance, LLC | 6,372 | $897.8K | 0.41% | −1,082−14.5% | Reduced |
| Wills Financial Group, Inc. | 6,386 | $899.7K | 0.51% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,388 | $900.0K | 0.16% | +677+11.9% | Added |
| Patten Group, Inc. | 6,415 | $903.8K | 0.28% | +1,334+26.3% | Added |
| Adirondack Trust Co | 6,428 | $905.6K | 0.47% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 6,432 | $906.3K | 0.23% | −199−3.0% | Reduced |
| Ironwood Investment Management LLC | 6,444 | $907.9K | 0.60% | −915−12.4% | Reduced |
| Gsa Capital Partners LLP | 6,448 | $908.0K | 0.11% | +6,448 | New |
| Jeppson Wealth Management, LLC | 6,463 | $910.6K | 0.38% | −69−1.1% | Reduced |
| DFPG Investments, LLC | 6,286 | $913.1K | 0.15% | +4,462+244.6% | Added |
| Quadrant Capital Group LLC | 6,486 | $913.8K | 0.10% | +1,846+39.8% | Added |
| Citizens National Bank Trust Department | 6,490 | $914.0K | 0.26% | 00.0% | Unchanged |
| Appleton Partners Inc | 6,496 | $915.0K | 0.09% | −1,311−16.8% | Reduced |
| Invst, LLC | 6,794 | $915.4K | 0.14% | −9−0.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,500 | $915.8K | 0.67% | +6,500 | New |
| Hotaling Investment Management, LLC | 6,498 | $916.0K | 0.41% | −135−2.0% | Reduced |
| Armstrong Henry H Associates Inc | 6,507 | $916.8K | 0.11% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,316 | $917.5K | 0.02% | +388+6.5% | Added |
| Bluefin Capital Management, LLC | 6,515 | $917.9K | 0.16% | −4,135−38.8% | Reduced |
| Investment Partners, Ltd. | 6,559 | $924.1K | 0.49% | −9,043−58.0% | Reduced |
| Arrow Financial Corp | 6,569 | $925.0K | 0.13% | −274−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,583 | $927.5K | 0.16% | +880+15.4% | Added |
| First Foundation Advisors | 6,587 | $928.0K | 0.04% | −104−1.6% | Reduced |
| S. R. Schill & Associates | 6,590 | $928.5K | 0.46% | +1,281+24.1% | Added |
| Centiva Capital, LP | 6,595 | $929.2K | 0.08% | +1,274+23.9% | Added |
| Mogy Joel R Investment Counsel Inc | 6,622 | $933.0K | 0.09% | −160−2.4% | Reduced |
| Todd Asset Management LLC | 6,633 | $934.5K | 0.02% | +78+1.2% | Added |
| Capital Asset Advisory Services LLC | 6,555 | $935.8K | 0.07% | −631−8.8% | Reduced |
| Innovis Asset Management LLC | 6,648 | $936.6K | 0.42% | +6,648 | New |
| Laurel Wealth Advisors LLC | 6,666 | $939.1K | 0.22% | −63−0.9% | Reduced |
| Family Firm, Inc. | 6,674 | $940.3K | 0.27% | +14+0.2% | Added |
| North Star Asset Management Inc | 6,678 | $940.9K | 0.06% | +170+2.6% | Added |
| Straight Path Wealth Management | 6,686 | $942.0K | 0.90% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 6,709 | $942.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 6,697 | $943.5K | 0.67% | −157−2.3% | Reduced |
| Lakeview Capital Partners, LLC | 6,998 | $946.8K | 0.30% | −693−9.0% | Reduced |
| Mystic Asset Management, Inc. | 6,742 | $949.9K | 0.54% | +310+4.8% | Added |
| Anchor Investment Management, LLC | 6,752 | $951.3K | 0.14% | +470+7.5% | Added |
| Fort Sheridan Advisors LLC | 6,806 | $958.9K | 0.31% | −400−5.6% | Reduced |
| Old North State Trust, LLC | 6,804 | $959.0K | 0.63% | +2,800+69.9% | Added |
| Cobblestone Capital Advisors LLC | 6,807 | $959.0K | 0.07% | −18−0.3% | Reduced |
| First National Bank & Trust Co of Newtown | 6,809 | $959.3K | 0.22% | −1,441−17.5% | Reduced |