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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 12,391 | $1.75M | 0.05% | +1,500+13.8% | Added |
| Matthew Goff Investment Advisor, LLC | 12,404 | $1.75M | 0.46% | −137−1.1% | Reduced |
| Pinnacle Holdings, LLC | 12,429 | $1.75M | 0.78% | −1,618−11.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,433 | $1.75M | 0.17% | +236+1.9% | Added |
| Culbertson A N & Co Inc | 12,514 | $1.76M | 0.37% | +480+4.0% | Added |
| Sawtooth Solutions, LLC | 12,545 | $1.77M | 0.24% | −2,112−14.4% | Reduced |
| Silvant Capital Management LLC | 12,575 | $1.77M | 0.13% | +6,043+92.5% | Added |
| Citizens Financial Group Inc | 12,581 | $1.77M | 0.07% | −506−3.9% | Reduced |
| Dividend Assets Capital, LLC | 12,593 | $1.77M | 0.38% | −1,170−8.5% | Reduced |
| Virginia Retirement Systems Et Al | 12,600 | $1.78M | 0.02% | +2,500+24.8% | Added |
| Private Asset Management Inc | 12,643 | $1.78M | 0.30% | −1,609−11.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,685 | $1.79M | 0.02% | −72−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,717 | $1.79M | 0.68% | −190−1.5% | Reduced |
| Chilton Capital Management LLC | 12,725 | $1.79M | 0.11% | +263+2.1% | Added |
| Chicago Trust Co NA | 12,723 | $1.79M | 0.45% | −1,905−13.0% | Reduced |
| Aull & Monroe Investment Management Corp | 12,731 | $1.79M | 0.89% | −600−4.5% | Reduced |
| Millennium Management LLC | 12,737 | $1.79M | 0.00% | −97,872−88.5% | Reduced |
| Ameritas Advisory Services, LLC | 12,807 | $1.80M | 0.08% | +3,045+31.2% | Added |
| Valicenti Advisory Services Inc | 12,841 | $1.81M | 0.66% | −27,576−68.2% | Reduced |
| Moneta Group Investment Advisors LLC | 13,451 | $1.81M | 0.05% | +2,299+20.6% | Added |
| Meeder Advisory Services, Inc. | 12,868 | $1.81M | 0.23% | +12,868 | New |
| JFS Wealth Advisors, LLC | 12,888 | $1.82M | 0.18% | +3,227+33.4% | Added |
| Round Rock Advisors, LLC | 12,896 | $1.82M | 0.74% | +870+7.2% | Added |
| Stansberry Asset Management, LLC | 12,918 | $1.82M | 0.38% | +692+5.7% | Added |
| CAPROCK Group, Inc. | 12,979 | $1.83M | 0.17% | +1,078+9.1% | Added |
| Csenge Advisory Group | 12,992 | $1.83M | 0.14% | −299−2.2% | Reduced |
| Alliance Wealth Advisors, LLC | 13,061 | $1.84M | 0.83% | +13,061 | New |
| Qtron Investments LLC | 13,130 | $1.85M | 0.39% | +488+3.9% | Added |
| Joel Isaacson & Co., LLC | 13,171 | $1.86M | 0.14% | +1,003+8.2% | Added |
| Summit Financial Wealth Advisors, LLC | 13,212 | $1.86M | 0.45% | 00.0% | Unchanged |
| Brighton Jones LLC | 13,213 | $1.86M | 0.11% | −50.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 13,245 | $1.87M | 0.03% | −35,000−72.5% | Reduced |
| Ameliora Wealth Management Ltd. | 13,245 | $1.87M | 1.00% | −3,328−20.1% | Reduced |
| Peloton Wealth Strategists | 13,250 | $1.87M | 0.90% | −100−0.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 13,300 | $1.87M | 0.57% | −4,832−26.6% | Reduced |
| Strengthening Families & Communities, LLC | 13,304 | $1.87M | 1.12% | +516+4.0% | Added |
| Security National Bank of Sioux City Iowa | 13,325 | $1.88M | 1.43% | +165+1.3% | Added |
| McMillion Capital Management Inc | 13,387 | $1.89M | 1.71% | −217−1.6% | Reduced |
| Confluence Wealth Services, Inc. | 13,403 | $1.89M | 0.49% | +2,354+21.3% | Added |
| Lynch Asset Management, Inc. | 13,550 | $1.91M | 1.64% | −1,800−11.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,572 | $1.91M | 0.19% | +523+4.0% | Added |
| River & Mercantile Asset Management LLP | 13,629 | $1.92M | 0.41% | +523+4.0% | Added |
| SevenBridge Financial Group, LLC | 13,652 | $1.92M | 0.56% | −4,901−26.4% | Reduced |
| Gateway Investment Advisers LLC | 13,688 | $1.93M | 0.02% | +457+3.5% | Added |
| Vestmark Advisory Solutions, Inc. | 13,728 | $1.93M | 0.09% | +377+2.8% | Added |
| Freestone Capital Holdings, LLC | 13,744 | $1.94M | 0.09% | −1,036−7.0% | Reduced |
| Wealthcare Advisory Partners LLC | 13,809 | $1.95M | 0.09% | +3,634+35.7% | Added |
| M Holdings Securities, Inc. | 13,844 | $1.95M | 0.21% | −2,278−14.1% | Reduced |
| Washington Trust Co | 13,901 | $1.96M | 0.09% | +2,000+16.8% | Added |
| Merit Financial Group, LLC | 13,908 | $1.96M | 0.07% | +4,091+41.7% | Added |
| Nicholas Hoffman & Company, LLC. | 13,960 | $1.97M | 0.21% | −989−6.6% | Reduced |
| Keel Point, LLC | 13,990 | $1.97M | 0.31% | +9,939+245.3% | Added |
| Atlas Capital Advisors LLC | 14,037 | $1.98M | 0.33% | −2,302−14.1% | Reduced |
| Vaughan David Investments LLC | 14,069 | $1.98M | 0.06% | +508+3.7% | Added |
| Cary Street Partners Asset Management LLC | 14,097 | $1.99M | 0.40% | −503−3.4% | Reduced |
| Sargent Bickham Lagudis LLC | 14,158 | $1.99M | 0.16% | +140+1.0% | Added |
| Excalibur Management Corp | 14,187 | $2.00M | 1.04% | −303−2.1% | Reduced |
| Park Circle Co | 14,200 | $2.00M | 1.95% | 00.0% | Unchanged |
| Paloma Partners Management Co | 14,202 | $2.00M | 0.44% | +10,502+283.8% | Added |
| Wellington Shields Capital Management, LLC | 14,262 | $2.01M | 0.24% | 00.0% | Unchanged |
| Insight Inv LLC | 14,284 | $2.01M | 2.03% | +215+1.5% | Added |
| Strategic Wealth Partners, Ltd. | 14,290 | $2.01M | 0.37% | +2,062+16.9% | Added |
| Hall Laurie J Trustee | 14,333 | $2.02M | 0.91% | +25+0.2% | Added |
| Corrado Advisors, LLC | 14,338 | $2.02M | 1.41% | +1,599+12.6% | Added |
| Shufro Rose & Co LLC | 14,358 | $2.02M | 0.17% | 00.0% | Unchanged |
| Pacitti Group Inc. | 14,386 | $2.03M | 1.59% | +412+2.9% | Added |
| Cutler Group LP | 14,399 | $2.03M | 0.25% | −44,884−75.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 14,413 | $2.03M | 1.43% | +67+0.5% | Added |
| Hills Bank & Trust Co | 14,416 | $2.03M | 0.30% | −74−0.5% | Reduced |
| Verition Fund Management LLC | 14,443 | $2.03M | 0.04% | −10,077−41.1% | Reduced |
| Parthenon LLC | 14,463 | $2.04M | 0.33% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 14,476 | $2.04M | 0.09% | −716−4.7% | Reduced |
| Cypress Capital, LLC | 14,510 | $2.04M | 0.64% | +475+3.4% | Added |
| Spire Wealth Management | 14,540 | $2.05M | 0.12% | +1,730+13.5% | Added |
| North Star Investment Management Corp. | 14,565 | $2.05M | 0.18% | +12+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,609 | $2.06M | 0.25% | +251+1.7% | Added |
| Great Valley Advisor Group, Inc. | 14,611 | $2.06M | 0.11% | +1,408+10.7% | Added |
| Ledge Wealth Management, Inc. | 14,624 | $2.06M | 0.94% | +2,497+20.6% | Added |
| Hudock, Inc. | 14,624 | $2.06M | 0.70% | +415+2.9% | Added |
| Emfo, LLC | 14,676 | $2.07M | 2.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 14,713 | $2.07M | 0.16% | +1,558+11.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,739 | $2.08M | 0.23% | −70−0.5% | Reduced |
| Carson Advisory Inc. | 14,749 | $2.08M | 1.99% | −789−5.1% | Reduced |
| Cambridge Trust Co | 14,785 | $2.08M | 0.09% | +734+5.2% | Added |
| Clearstead Advisors, LLC | 14,822 | $2.09M | 0.16% | −367−2.4% | Reduced |
| Green Square Capital Advisors LLC | 14,827 | $2.09M | 0.30% | +580+4.1% | Added |
| Cary Street Partner Investment Advisory LLC | 14,869 | $2.09M | 0.15% | +270+1.8% | Added |
| Strategic Advisors LLC | 14,974 | $2.11M | 0.47% | +496+3.4% | Added |
| Allen Investment Management LLC | 15,000 | $2.11M | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 15,019 | $2.12M | 0.91% | +101+0.7% | Added |
| Staley Capital Advisers Inc | 15,067 | $2.12M | 0.13% | −30−0.2% | Reduced |
| GSB Wealth Management, LLC | 15,070 | $2.12M | 0.76% | +1,441+10.6% | Added |
| Eudaimonia Partners, LLC | 15,073 | $2.12M | 0.52% | +53+0.4% | Added |
| Lee Danner & Bass Inc | 15,074 | $2.12M | 0.20% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 15,121 | $2.13M | 0.88% | +285+1.9% | Added |
| Blueprint Investment Partners LLC | 15,144 | $2.13M | 0.46% | +13,075+631.9% | Added |
| Widmann Financial Services, Inc. | 15,150 | $2.13M | 2.23% | +145+1.0% | Added |
| Norris Financial Group, LLC | 15,243 | $2.15M | 1.82% | +1,117+7.9% | Added |
| Brooks, Moore & Associates, Inc. | 15,251 | $2.15M | 1.57% | −35−0.2% | Reduced |
| Perigon Wealth Management, LLC | 15,273 | $2.15M | 0.13% | +4,953+48.0% | Added |