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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 9,801 | $1.16M | 0.07% | 00.0% | Unchanged |
| Curi Capital | 8,323 | $1.17M | 0.16% | +477+6.1% | Added |
| Howland Capital Management LLC | 8,355 | $1.18M | 0.07% | +298+3.7% | Added |
| Vise Technologies, Inc. | 8,397 | $1.18M | 0.37% | −43−0.5% | Reduced |
| Becker Capital Management Inc | 8,406 | $1.18M | 0.06% | −181−2.1% | Reduced |
| Martin & Co Inc | 8,410 | $1.18M | 0.31% | +346+4.3% | Added |
| Chicago Capital, LLC | 8,415 | $1.19M | 0.07% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,465 | $1.19M | 0.39% | −56−0.7% | Reduced |
| Clarkston Capital Partners, LLC | 8,476 | $1.19M | 0.02% | −822−8.8% | Reduced |
| Schechter Investment Advisors, LLC | 8,481 | $1.19M | 0.11% | +1,840+27.7% | Added |
| Hedges Asset Management LLC | 8,500 | $1.20M | 1.07% | −596−6.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 8,500 | $1.20M | 1.89% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 8,505 | $1.20M | 1.30% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 9,032 | $1.20M | 0.52% | +784+9.5% | Added |
| Cedar Brook Financial Partners, LLC | 8,573 | $1.21M | 0.34% | +17+0.2% | Added |
| Means Investment Co., Inc. | 8,579 | $1.21M | 0.24% | +156+1.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,587 | $1.21M | 0.41% | −103−1.2% | Reduced |
| Northeast Investment Management | 8,622 | $1.22M | 0.08% | −1,201−12.2% | Reduced |
| BSW Wealth Partners | 8,641 | $1.22M | 0.26% | +579+7.2% | Added |
| Financial Advisory Service, Inc. | 8,652 | $1.22M | 0.14% | −370−4.1% | Reduced |
| Red Spruce Capital, LLC | 8,688 | $1.22M | 0.78% | +700+8.8% | Added |
| Ancora Advisors, LLC | 8,696 | $1.23M | 0.04% | −4,421−33.7% | Reduced |
| Slocum, Gordon & Co LLP | 8,752 | $1.23M | 0.80% | +8,752 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,795 | $1.24M | 0.33% | −14−0.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,830 | $1.24M | 0.72% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,842 | $1.25M | 0.23% | −300−3.3% | Reduced |
| Parisi Gray Wealth Management | 8,851 | $1.25M | 0.61% | −358−3.9% | Reduced |
| Bahl & Gaynor Inc | 8,874 | $1.25M | 0.01% | +1,890+27.1% | Added |
| Ashford Capital Management Inc | 8,876 | $1.25M | 0.19% | +2,050+30.0% | Added |
| Flagship Harbor Advisors, LLC | 8,904 | $1.25M | 0.13% | +66+0.7% | Added |
| Essex Savings Bank | 8,911 | $1.26M | 0.44% | −1,509−14.5% | Reduced |
| Pavion Blue Capital, LLC | 8,915 | $1.26M | 0.80% | −10.0% | Reduced |
| Good Life Advisors, LLC | 8,934 | $1.26M | 0.17% | +86+1.0% | Added |
| Ritholtz Wealth Management | 8,954 | $1.26M | 0.07% | −3,981−30.8% | Reduced |
| E Fund Management Co., Ltd. | 9,034 | $1.27M | 0.11% | −142−1.5% | Reduced |
| Cookson Peirce & Co Inc | 9,046 | $1.27M | 0.08% | +9,046 | New |
| Beese Fulmer Investment Management, Inc. | 9,058 | $1.28M | 0.15% | −424−4.5% | Reduced |
| Bellecapital International Ltd. | 9,074 | $1.28M | 0.36% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 9,112 | $1.28M | 0.89% | −241−2.6% | Reduced |
| Intrust Bank NA | 9,133 | $1.29M | 0.18% | −217−2.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,169 | $1.29M | 0.50% | +671+7.9% | Added |
| New England Research & Management, Inc. | 9,192 | $1.29M | 0.74% | −193−2.1% | Reduced |
| Altfest L J & Co Inc | 9,188 | $1.29M | 0.21% | +686+8.1% | Added |
| Ridgewood Investments LLC | 9,223 | $1.30M | 0.94% | +20+0.2% | Added |
| WNY Asset Management, LLC | 9,237 | $1.30M | 0.35% | −698−7.0% | Reduced |
| Mendel Capital Management LLC | 9,262 | $1.30M | 1.36% | +54+0.6% | Added |
| PEAK6 Investments LLC | 9,333 | $1.31M | 0.07% | +9,333 | New |
| Baker Tilly Wealth Management, LLC | 9,365 | $1.32M | 0.16% | −562−5.7% | Reduced |
| Accuvest Global Advisors | 9,420 | $1.33M | 0.44% | +9,420 | New |
| Forte Capital LLC | 9,423 | $1.33M | 0.23% | +82+0.9% | Added |
| Duncker Streett & Co Inc | 9,438 | $1.33M | 0.32% | 00.0% | Unchanged |
| Capital City Trust Co | 9,477 | $1.34M | 0.44% | −584−5.8% | Reduced |
| Brave Asset Management Inc | 9,503 | $1.34M | 0.45% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 9,543 | $1.34M | 0.28% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 9,541 | $1.34M | 0.27% | −704−6.9% | Reduced |
| Inlet Private Wealth, LLC | 9,543 | $1.34M | 0.36% | +5+0.1% | Added |
| Altman Advisors, Inc. | 9,273 | $1.35M | 0.83% | +198+2.2% | Added |
| Ledyard National Bank | 9,570 | $1.35M | 0.16% | +1,209+14.5% | Added |
| Catalyst Wealth Management, LLC | 9,596 | $1.35M | 1.28% | +9,596 | New |
| Security National Bank of So Dak | 9,597 | $1.35M | 0.98% | +576+6.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $1.35M | 0.01% | −2,573−21.1% | Reduced |
| Donoghue Forlines LLC | 9,627 | $1.36M | 0.48% | +2,158+28.9% | Added |
| Duff & Phelps Investment Management Co | 9,630 | $1.36M | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 9,635 | $1.36M | 0.20% | −411−4.1% | Reduced |
| Beaumont Financial Advisors, LLC | 9,641 | $1.36M | 0.14% | +9,641 | New |
| Nwam LLC | 9,641 | $1.36M | 0.12% | −1,842−16.0% | Reduced |
| FineMark National Bank & Trust | 9,653 | $1.36M | 0.06% | −800−7.7% | Reduced |
| Congress Wealth Management LLC | 9,663 | $1.36M | 0.04% | −639−6.2% | Reduced |
| Marks Group Wealth Management, Inc | 9,669 | $1.36M | 0.19% | +853+9.7% | Added |
| Coastal Investment Advisors, Inc. | 9,678 | $1.36M | 0.33% | +127+1.3% | Added |
| MidWestOne Financial Group, Inc. | 9,684 | $1.36M | 0.32% | −565−5.5% | Reduced |
| Zullo Investment Group, Inc. | 9,687 | $1.36M | 0.84% | +99+1.0% | Added |
| Dudley Capital Management, LLC | 9,698 | $1.37M | 1.00% | +9,698 | New |
| Wealth Effects LLC | 9,701 | $1.37M | 0.78% | +210+2.2% | Added |
| Atlantic Trust, LLC | 9,720 | $1.37M | 0.46% | −237−2.4% | Reduced |
| Quantinno Capital Management LP | 9,737 | $1.37M | 0.10% | +4,259+77.7% | Added |
| Bayesian Capital Management, LP | 9,757 | $1.37M | 0.20% | +9,757 | New |
| Comerica Securities,inc. | 9,767 | $1.38M | 0.10% | +1,255+14.7% | Added |
| Applied Capital LLC | 9,778 | $1.38M | 1.38% | +9,778 | New |
| Shulman DeMeo Asset Management LLC | 9,786 | $1.38M | 0.46% | −15−0.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,830 | $1.38M | 1.05% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 9,678 | $1.39M | 0.41% | +111+1.2% | Added |
| SkyOak Wealth, LLC | 9,878 | $1.39M | 0.47% | +175+1.8% | Added |
| Madison Asset Management, LLC | 9,892 | $1.39M | 0.02% | −28−0.3% | Reduced |
| First City Capital Management, Inc. | 9,898 | $1.39M | 0.84% | −450−4.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,954 | $1.40M | 0.34% | +1,269+14.6% | Added |
| Trust Asset Management LLC | 9,964 | $1.40M | 0.17% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 9,984 | $1.41M | 0.19% | −131−1.3% | Reduced |
| Essex LLC | 9,996 | $1.41M | 0.43% | +1,518+17.9% | Added |
| Hartford Financial Management Inc. | 9,997 | $1.41M | 0.37% | +20.0% | Added |
| Westport Asset Management Inc | 10,000 | $1.41M | 0.90% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,099 | $1.42M | 0.78% | −429−4.1% | Reduced |
| Focused Wealth Management, Inc | 10,122 | $1.43M | 0.29% | −76−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,168 | $1.43M | 0.14% | +1,019+11.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 10,150 | $1.43M | 1.37% | +10,150 | New |
| Donaldson Capital Management, LLC | 10,181 | $1.43M | 0.07% | +358+3.6% | Added |
| Haverford Trust Co | 10,194 | $1.44M | 0.02% | −2,560−20.1% | Reduced |
| TFC Financial Management | 10,195 | $1.44M | 0.41% | −35−0.3% | Reduced |
| Alterity Financial Group, LLC | 10,200 | $1.44M | 2.33% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 10,206 | $1.44M | 0.02% | −1,360−11.8% | Reduced |