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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 6,821 | $961.0K | 0.17% | 00.0% | Unchanged |
| First National Bank | 6,822 | $961.2K | 0.81% | −938−12.1% | Reduced |
| Atlas Brown,Inc. | 6,851 | $965.2K | 0.47% | −635−8.5% | Reduced |
| TCI Wealth Advisors, Inc. | 6,852 | $965.4K | 0.13% | +880+14.7% | Added |
| Weatherly Asset Management L. P. | 6,879 | $969.1K | 0.13% | −589−7.9% | Reduced |
| Headinvest, LLC | 6,897 | $971.7K | 0.22% | −40−0.6% | Reduced |
| Thrive Wealth Management, LLC | 6,908 | $973.2K | 0.28% | +587+9.3% | Added |
| Northern Financial Advisors Inc | 6,916 | $974.4K | 1.10% | +6,916 | New |
| Redmond Asset Management, LLC | 6,925 | $975.6K | 0.35% | −583−7.8% | Reduced |
| Claro Advisors LLC | 6,925 | $975.7K | 0.32% | +626+9.9% | Added |
| Meritage Portfolio Management | 6,928 | $976.0K | 0.08% | +212+3.2% | Added |
| MONECO Advisors, LLC | 6,932 | $976.7K | 0.35% | +34+0.5% | Added |
| M. Kraus & Co | 6,951 | $979.3K | 0.36% | −94−1.3% | Reduced |
| Archford Capital Strategies, LLC | 6,956 | $980.1K | 0.23% | +669+10.6% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,957 | $980.2K | 0.70% | 00.0% | Unchanged |
| Day & Ennis, LLC | 6,973 | $982.4K | 0.38% | +180+2.6% | Added |
| Onyx Bridge Wealth Group LLC | 6,840 | $983.0K | 0.40% | −77−1.1% | Reduced |
| Lake Street Financial LLC | 7,015 | $988.3K | 0.20% | +78+1.1% | Added |
| Papp L Roy & Associates | 7,018 | $988.8K | 0.14% | −43−0.6% | Reduced |
| Trustco Bank Corp N Y | 7,022 | $989.3K | 1.09% | −20.0% | Reduced |
| Hodges Capital Management Inc. | 7,050 | $993.0K | 0.09% | +327+4.9% | Added |
| Range Financial Group LLC | 7,051 | $993.4K | 0.68% | +272+4.0% | Added |
| Ategra Capital Management, LLC | 7,071 | $996.2K | 0.52% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,081 | $997.6K | 0.15% | −885−11.1% | Reduced |
| Summit Financial Group Inc | 7,116 | $1.00M | 0.40% | −125−1.7% | Reduced |
| NorthRock Partners, LLC | 7,125 | $1.00M | 0.11% | −264−3.6% | Reduced |
| Washington Capital Management Inc | 7,140 | $1.01M | 0.93% | −285−3.8% | Reduced |
| Main Street Financial Solutions, LLC | 7,160 | $1.01M | 0.16% | +587+8.9% | Added |
| Warner Financial, Inc | 7,175 | $1.01M | 0.77% | +4+0.1% | Added |
| Rossmore Private Capital | 7,194 | $1.01M | 0.16% | +100+1.4% | Added |
| Mill Capital Management, LLC | 7,198 | $1.01M | 0.11% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,199 | $1.01M | 0.14% | +4,308+149.0% | Added |
| Boothe Investment Group, Inc. | 7,244 | $1.02M | 0.99% | +533+7.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,254 | $1.02M | 0.64% | −20−0.3% | Reduced |
| Salem Investment Counselors Inc | 7,273 | $1.02M | 0.04% | −44−0.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,275 | $1.02M | 0.37% | −212−2.8% | Reduced |
| David Loasby | 7,062 | $1.03M | 0.14% | +417+6.3% | Added |
| Wealth Management Associates, Inc. | 7,290 | $1.03M | 0.68% | −1,171−13.8% | Reduced |
| Meridian Management Co | 7,300 | $1.03M | 0.38% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 7,360 | $1.04M | 0.45% | −15−0.2% | Reduced |
| Byrne Asset Management LLC | 7,395 | $1.04M | 0.75% | −1,104−13.0% | Reduced |
| Donald L. Hagan, LLC | 7,448 | $1.05M | 0.66% | +105+1.4% | Added |
| Prostatis Group LLC | 7,451 | $1.05M | 0.64% | +7,451 | New |
| Beaton Management Co. Inc. | 7,475 | $1.05M | 0.71% | −60−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 7,488 | $1.05M | 0.23% | +1,795+31.5% | Added |
| Kistler-Tiffany Companies, LLC | 7,490 | $1.06M | 0.22% | −2,283−23.4% | Reduced |
| Harrison & Co Wealth Management, LLC | 7,492 | $1.06M | 1.02% | +55+0.7% | Added |
| Athena Investment Management | 7,493 | $1.06M | 0.77% | −164−2.1% | Reduced |
| PBMares Wealth Management LLC | 7,498 | $1.06M | 0.43% | −340−4.3% | Reduced |
| Grandview Asset Management LLC | 7,534 | $1.06M | 0.66% | −660−8.1% | Reduced |
| Duality Advisers, LP | 7,563 | $1.07M | 0.12% | +7,563 | New |
| LMG Wealth Partners, LLC | 7,364 | $1.07M | 0.35% | +7,364 | New |
| Sound Financial Strategies Group, LLC | 7,621 | $1.07M | 0.78% | +7,621 | New |
| Marietta Investment Partners LLC | 7,626 | $1.07M | 0.30% | −100−1.3% | Reduced |
| Mork Capital Management, LLC | 7,630 | $1.07M | 0.82% | 00.0% | Unchanged |
| Investment House LLC | 7,630 | $1.07M | 0.10% | +75+1.0% | Added |
| Wendell David Associates Inc | 7,632 | $1.07M | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,643 | $1.08M | 0.10% | +1,189+18.4% | Added |
| Financial Advocates Investment Management | 7,668 | $1.08M | 0.08% | −1,189−13.4% | Reduced |
| Retirement Income Solutions, Inc | 7,688 | $1.08M | 0.34% | +6,038+365.9% | Added |
| Koshinski Asset Management, Inc. | 7,691 | $1.08M | 0.10% | −717−8.5% | Reduced |
| HBW Advisory Services LLC | 7,691 | $1.08M | 0.29% | −222−2.8% | Reduced |
| Independent Financial Group, LLC | 7,696 | $1.08M | 0.09% | −540−6.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,738 | $1.09M | 0.03% | +2,283+41.9% | Added |
| Truvestments Capital LLC | 7,759 | $1.09M | 0.62% | −11,304−59.3% | Reduced |
| BCJ Capital Management, LLC | 7,789 | $1.10M | 0.11% | +145+1.9% | Added |
| Park Edge Advisors, LLC | 7,793 | $1.10M | 0.48% | +7,793 | New |
| Beacon Investment Advisory Services, Inc. | 7,801 | $1.10M | 0.06% | +20.0% | Added |
| Marco Investment Management LLC | 7,811 | $1.10M | 0.13% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 7,852 | $1.11M | 1.31% | +1,016+14.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,855 | $1.11M | 0.06% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 7,856 | $1.11M | 0.13% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 7,861 | $1.11M | 0.43% | +3,192+68.4% | Added |
| Jaffetilchin Investment Partners, LLC | 7,866 | $1.11M | 0.14% | +747+10.5% | Added |
| Forum Financial Management, LP | 7,871 | $1.11M | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,874 | $1.11M | 0.15% | +50+0.6% | Added |
| Western Wealth Management, LLC | 7,889 | $1.11M | 0.11% | −4,849−38.1% | Reduced |
| 1620 Investment Advisors, Inc. | 7,897 | $1.11M | 1.36% | +29+0.4% | Added |
| Bailard, Inc. | 7,902 | $1.11M | 0.04% | −232−2.9% | Reduced |
| Laidlaw Wealth Management LLC | 7,932 | $1.12M | 0.24% | −1,009−11.3% | Reduced |
| Investors Asset Management of Georgia Inc | 7,967 | $1.12M | 0.58% | +35+0.4% | Added |
| Nations Financial Group Inc, | 7,976 | $1.12M | 0.13% | +1,176+17.3% | Added |
| Checchi Capital Advisers, LLC | 7,980 | $1.12M | 0.12% | −89−1.1% | Reduced |
| Webster Bank, N. A. | 7,991 | $1.13M | 0.15% | −200−2.4% | Reduced |
| Stokes Family Office, LLC | 7,996 | $1.13M | 0.14% | −184−2.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.13M | 0.47% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 8,017 | $1.13M | 0.43% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 8,064 | $1.14M | 0.30% | +39+0.5% | Added |
| Brown Miller Wealth Management, LLC | 8,072 | $1.14M | 0.72% | −176−2.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,100 | $1.14M | 0.20% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 8,124 | $1.14M | 0.33% | +169+2.1% | Added |
| Burke & Herbert Bank & Trust Co | 8,123 | $1.15M | 0.85% | −190−2.3% | Reduced |
| SRN Advisors, LLC | 8,131 | $1.15M | 1.14% | −8,635−51.5% | Reduced |
| Davis R M Inc | 8,136 | $1.15M | 0.03% | −9−0.1% | Reduced |
| Waddell & Associates, LLC | 8,184 | $1.15M | 0.19% | −130−1.6% | Reduced |
| Trust Co of Toledo NA | 8,194 | $1.15M | 0.22% | +51+0.6% | Added |
| Alpha Cubed Investments, LLC | 8,199 | $1.16M | 0.09% | −430−5.0% | Reduced |
| AdvisorNet Financial, Inc | 8,216 | $1.16M | 0.11% | +633+8.3% | Added |
| SRS Capital Advisors, Inc. | 8,231 | $1.16M | 0.16% | −1,276−13.4% | Reduced |
| Nichols & Pratt Advisers LLP | 8,258 | $1.16M | 0.09% | 00.0% | Unchanged |