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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| FSB Premier Wealth Management, Inc. | 1,651 | $232.6K | 0.13% | +1,651 | New |
| Alpha Family Trust | 1,655 | $233.2K | 0.21% | +1,655 | New |
| Morton Capital Management LLC | 1,656 | $233.3K | 0.09% | +1,656 | New |
| Creative Financial Designs Inc | 1,656 | $233.3K | 0.03% | +6+0.4% | Added |
| Johnson Financial Group, Inc. | 1,658 | $233.6K | 0.02% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,659 | $233.7K | 0.08% | +1,659 | New |
| O'Brien Wealth Partners LLC | 1,659 | $233.8K | 0.09% | −2−0.1% | Reduced |
| Carolina Wealth Advisors, LLC | 1,660 | $234.0K | 0.15% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,670 | $235.3K | 0.06% | +1,670 | New |
| Verus Financial Partners, Inc. | 1,751 | $236.0K | 0.03% | −391−18.3% | Reduced |
| LWM Advisory Services, LLC | 1,678 | $236.5K | 0.26% | −772−31.5% | Reduced |
| Horan Securities, Inc. | 1,681 | $236.8K | 0.13% | +63+3.9% | Added |
| Renaissance Group LLC | 1,683 | $237.1K | 0.01% | −40−2.3% | Reduced |
| CM Wealth Advisors LLC | 1,683 | $237.1K | 0.12% | +1,683 | New |
| Cottonwood Capital Advisors, LLC | 1,689 | $238.0K | 0.21% | −12−0.7% | Reduced |
| Wulff, Hansen & Co. | 1,694 | $238.7K | 0.29% | −10−0.6% | Reduced |
| Castleview Partners, LLC | 1,701 | $239.7K | 0.23% | +7+0.4% | Added |
| Financial Consulate, Inc | 1,703 | $239.9K | 0.08% | +1+0.1% | Added |
| Ahrens Investment Partners LLC | 1,708 | $240.6K | 0.11% | +1,708 | New |
| Key Financial Inc | 2,026 | $240.7K | 0.11% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,708 | $241.0K | 0.05% | −59−3.3% | Reduced |
| Horizon Bancorp Inc | 1,714 | $241.0K | 0.14% | +1,714 | New |
| Advisor OS, LLC | 1,713 | $241.3K | 0.06% | +1,713 | New |
| Fortress Wealth Group, LLC | 1,715 | $241.6K | 0.17% | +8+0.5% | Added |
| Wedge Capital Management L L P | 1,716 | $242.0K | 0.00% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,690 | $242.6K | 0.13% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,724 | $242.9K | 0.11% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,725 | $243.0K | 0.03% | +1,725 | New |
| W Advisors, LLC | 1,727 | $243.3K | 0.20% | −353−17.0% | Reduced |
| Guardian Wealth Advisors, LLC | 1,727 | $243.3K | 0.05% | +5+0.3% | Added |
| Paragon Financial Partners, Inc. | 1,732 | $244.1K | 0.27% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,734 | $244.3K | 0.20% | +10+0.6% | Added |
| Kowal Investment Group, LLC | 1,734 | $244.4K | 0.07% | −606−25.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,736 | $244.6K | 0.07% | +1,736 | New |
| Sittner & Nelson, LLC | 1,738 | $244.9K | 0.15% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,739 | $245.0K | 0.14% | +23+1.3% | Added |
| Townsend Asset Management Corp | 1,747 | $246.2K | 0.12% | +1,747 | New |
| Pensionmark Financial Group, LLC | 1,752 | $246.8K | 0.06% | −313−15.2% | Reduced |
| Mirador Capital Partners LP | 1,753 | $247.0K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,756 | $247.4K | 0.12% | +1,756 | New |
| Cornerstone Wealth Group, LLC | 1,759 | $247.8K | 0.05% | +1,759 | New |
| Continuum Wealth Advisors, LLC | 1,764 | $248.6K | 0.25% | +1,764 | New |
| East Coast Asset Management, LLC. | 1,765 | $248.7K | 0.13% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,767 | $249.0K | 0.11% | +4+0.2% | Added |
| Security Financial Services, INC. | 1,770 | $249.4K | 0.08% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,772 | $249.7K | 0.13% | +1,772 | New |
| Balboa Wealth Partners | 1,775 | $250.1K | 0.11% | −1,202−40.4% | Reduced |
| Colonial Trust Advisors | 1,779 | $250.6K | 0.03% | −37−2.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,782 | $251.0K | 0.12% | −5−0.3% | Reduced |
| Moreno Evelyn V | 1,784 | $251.3K | 0.06% | +1,784 | New |
| Boyar Asset Management Inc. | 1,792 | $252.4K | 0.21% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,796 | $253.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,798 | $253.3K | 0.03% | −1,331−42.5% | Reduced |
| Tempus Wealth Planning, LLC | 1,800 | $253.6K | 0.15% | +32+1.8% | Added |
| Baker Boyer National Bank | 1,803 | $254.0K | 0.11% | −533−22.8% | Reduced |
| West Michigan Advisors, LLC | 1,804 | $254.2K | 0.19% | +100+5.9% | Added |
| Chapin Davis, Inc. | 1,811 | $255.2K | 0.15% | +1,811 | New |
| Palisade Capital Management LLC | 1,815 | $255.7K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,816 | $255.8K | 0.16% | +55+3.1% | Added |
| KC Investment Advisors, LLC | 1,820 | $256.0K | 0.24% | −357−16.4% | Reduced |
| Rock Point Advisors, LLC | 1,815 | $256.0K | 0.09% | −34−1.8% | Reduced |
| Nottingham Advisors, Inc. | 1,818 | $256.1K | 0.03% | −516−22.1% | Reduced |
| Miller Investment Management, LP | 1,822 | $256.7K | 0.04% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,824 | $257.0K | 0.03% | +1,824 | New |
| Beacon Financial Strategies CORP | 1,827 | $257.4K | 0.23% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 1,827 | $257.4K | 0.18% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,832 | $258.0K | 0.00% | −2,680−59.4% | Reduced |
| Koss-Olinger Consulting, LLC | 1,829 | $258.0K | 0.04% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,837 | $258.8K | 0.08% | −20−1.1% | Reduced |
| Beck Capital Management, LLC | 1,838 | $259.0K | 0.11% | −30−1.6% | Reduced |
| Ellenbecker Investment Group | 1,844 | $259.0K | 0.08% | −134−6.8% | Reduced |
| Meridian Financial, LLC | 1,841 | $259.4K | 0.27% | −105−5.4% | Reduced |
| Acorn Financial Advisory Services Inc | 1,843 | $259.6K | 0.06% | +7+0.4% | Added |
| Middleton & Co Inc | 1,848 | $260.4K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,849 | $260.5K | 0.05% | +1,849 | New |
| Iron Financial, LLC | 1,849 | $260.5K | 0.15% | +78+4.4% | Added |
| Old Mission Investment Co LLC | 1,851 | $260.7K | 0.11% | +1,851 | New |
| Howard Capital Management Group, LLC | 1,851 | $261.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,854 | $261.2K | 0.20% | +1,854 | New |
| BlueSky Wealth Advisors, LLC | 1,855 | $261.4K | 0.06% | −72−3.7% | Reduced |
| Great Diamond Partners, LLC | 1,858 | $261.8K | 0.08% | −150−7.5% | Reduced |
| Fortis Capital Advisors, LLC | 1,859 | $261.9K | 0.16% | +1,859 | New |
| Camden National Bank | 1,859 | $262.0K | 0.05% | +31+1.7% | Added |
| Relaxing Retirement Coach | 1,861 | $262.2K | 0.10% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,866 | $262.9K | 0.12% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,871 | $263.6K | 0.09% | −467−20.0% | Reduced |
| Ambassador Advisors, LLC | 1,873 | $263.9K | 0.06% | +1,873 | New |
| Syverson Strege & Co | 1,873 | $263.9K | 0.12% | +11+0.6% | Added |
| Wrapmanager Inc | 1,877 | $264.0K | 0.08% | −2−0.1% | Reduced |
| ASB Consultores, LLC | 1,874 | $264.0K | 0.11% | +1,874 | New |
| Sterling Investment Counsel, LLC | 1,882 | $265.2K | 0.16% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,885 | $265.6K | 0.26% | +1,885 | New |
| ERn Financial, LLC | 1,886 | $265.7K | 0.06% | +76+4.2% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,886 | $265.7K | 0.16% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,887 | $266.2K | 0.03% | +1,887 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,893 | $266.7K | 0.02% | −207−9.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,895 | $267.0K | 0.04% | +1,306+221.7% | Added |
| Lanham O'Dell & Company, Inc. | 1,897 | $267.3K | 0.58% | +1,897 | New |
| Ethos Financial Group, LLC | 1,902 | $267.9K | 0.09% | +1,902 | New |
| Northwest Quadrant Wealth Management, LLC | 1,907 | $268.7K | 0.08% | +6+0.3% | Added |