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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| NorthLanding Financial Partners, LLC | 2,613 | $368.0K | 0.26% | +43+1.7% | Added |
| LaSalle St. Investment Advisors, LLC | 2,613 | $368.0K | 0.17% | +2,613 | New |
| Genesee Capital Advisors, LLC | 2,616 | $368.6K | 0.27% | −34−1.3% | Reduced |
| Novare Capital Management LLC | 2,625 | $369.9K | 0.04% | −1,674−38.9% | Reduced |
| Paragon Private Wealth Management, LLC | 2,636 | $371.4K | 0.34% | +656+33.1% | Added |
| Gillespie Robinson & Grimm Inc | 2,643 | $372.0K | 0.04% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,642 | $372.3K | 0.15% | +10.0% | Added |
| SOA Wealth Advisors, LLC. | 2,647 | $372.9K | 0.10% | −4−0.2% | Reduced |
| Sonoma Private Wealth LLC | 2,651 | $373.5K | 0.83% | +2,651 | New |
| Spirit of America Management Corp | 2,668 | $375.9K | 0.08% | 00.0% | Unchanged |
| Cedrus LLC | 2,671 | $376.3K | 0.30% | +982+58.1% | Added |
| Aveo Capital Partners, LLC | 2,674 | $376.7K | 0.06% | +396+17.4% | Added |
| Trillium Asset Management, LLC | 2,685 | $378.0K | 0.01% | −156−5.5% | Reduced |
| TriaGen Wealth Management LLC | 2,684 | $378.1K | 0.21% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,685 | $378.3K | 0.12% | +2,685 | New |
| Lebenthal Global Advisors, LLC | 2,688 | $378.7K | 0.12% | −2,194−44.9% | Reduced |
| Echo Street Capital Management LLC | 2,694 | $379.6K | 0.00% | +2,694 | New |
| Sand Hill Global Advisors, LLC | 2,698 | $380.1K | 0.02% | −201−6.9% | Reduced |
| Eagle Capital Management LLC | 2,700 | $380.4K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 2,701 | $380.5K | 0.01% | +2,701 | New |
| Engrave Wealth Partners LLC | 2,730 | $383.3K | 0.13% | +653+31.4% | Added |
| IMA Wealth, Inc. | 2,724 | $383.8K | 0.10% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 2,725 | $383.9K | 0.16% | −570−17.3% | Reduced |
| Advance Capital Management, Inc. | 2,726 | $384.0K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,727 | $384.2K | 0.11% | +369+15.6% | Added |
| ARS Investment Partners, LLC | 2,740 | $386.0K | 0.05% | −2,531−48.0% | Reduced |
| Vivaldi Capital Management, LLC | 2,693 | $386.6K | 0.10% | +68+2.6% | Added |
| Geller Advisors LLC | 2,745 | $386.7K | 0.07% | −160−5.5% | Reduced |
| Boston Family Office LLC | 2,746 | $387.0K | 0.03% | −2,737−49.9% | Reduced |
| Kennedy Investment Group | 2,747 | $387.0K | 0.25% | +2,747 | New |
| Brown, Lisle/Cummings, Inc. | 2,750 | $387.4K | 0.21% | −5−0.2% | Reduced |
| Fort Point Capital Partners LLC | 2,750 | $387.4K | 0.07% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,752 | $387.7K | 0.13% | −823−23.0% | Reduced |
| ProVise Management Group, LLC | 2,758 | $388.6K | 0.04% | +363+15.2% | Added |
| Bank of Nova Scotia Trust Co | 2,760 | $388.9K | 0.04% | −250−8.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,774 | $390.8K | 0.06% | −34−1.2% | Reduced |
| Lindbrook Capital, LLC | 2,778 | $391.4K | 0.05% | +1,039+59.7% | Added |
| Intrua Financial, LLC | 2,794 | $392.9K | 0.09% | −555−16.6% | Reduced |
| Domani Wealth, LLC | 2,790 | $393.0K | 0.10% | +313+12.6% | Added |
| Aire Advisors, LLC | 2,816 | $394.0K | 0.12% | −101−3.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,803 | $394.9K | 0.08% | +2,803 | New |
| Pacific Global Investment Management CO | 2,804 | $395.1K | 0.09% | −40−1.4% | Reduced |
| D'Orazio & Associates, Inc. | 2,805 | $395.2K | 0.09% | −312−10.0% | Reduced |
| Blue Barn Wealth, LLC | 2,811 | $396.0K | 0.26% | +491+21.2% | Added |
| EPG Wealth Management LLC | 2,811 | $396.1K | 0.15% | +110+4.1% | Added |
| Country Trust Bank | 2,817 | $396.9K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 2,822 | $397.0K | 0.12% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,735 | $397.2K | 0.43% | +2,735 | New |
| Cape Cod Five Cents Savings Bank | 2,820 | $397.3K | 0.04% | −537−16.0% | Reduced |
| McAdam, LLC | 2,975 | $398.0K | 0.04% | −43−1.4% | Reduced |
| Hamilton Capital, LLC | 2,828 | $398.4K | 0.03% | +837+42.0% | Added |
| Bank of Hawaii | 2,843 | $400.5K | 0.02% | −125−4.2% | Reduced |
| 626 Financial, LLC | 2,843 | $400.6K | 0.28% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,843 | $400.6K | 0.05% | +2,843 | New |
| Charles Schwab Trust Co | 2,846 | $401.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,847 | $401.1K | 0.16% | −38−1.3% | Reduced |
| Krilogy Financial LLC | 2,850 | $401.5K | 0.04% | +105+3.8% | Added |
| Karpas Strategies, LLC | 2,851 | $401.7K | 0.14% | +5+0.2% | Added |
| TCG Advisory Services, LLC | 2,853 | $401.9K | 0.16% | +268+10.4% | Added |
| JB Capital LLC | 2,862 | $403.2K | 0.04% | −21−0.7% | Reduced |
| Abacus Planning Group, Inc. | 2,863 | $403.4K | 0.11% | +479+20.1% | Added |
| Per Stirling Capital Management, LLC. | 2,865 | $403.6K | 0.07% | +2,865 | New |
| Planning Alternatives Ltd | 2,869 | $404.2K | 0.07% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,878 | $405.5K | 0.42% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,884 | $406.3K | 0.31% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,885 | $406.5K | 0.21% | +563+24.2% | Added |
| Mascoma Wealth Management LLC | 2,888 | $406.9K | 0.13% | −16−0.6% | Reduced |
| Van Cleef Asset Management,Inc | 2,907 | $409.6K | 0.07% | 00.0% | Unchanged |
| American National Bank | 2,913 | $410.0K | 0.08% | +1,577+118.0% | Added |
| Column Capital Advisors, LLC | 2,914 | $410.5K | 0.07% | +14+0.5% | Added |
| Woodard & Co Asset Management Group Inc | 2,915 | $410.7K | 0.15% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,916 | $410.9K | 0.29% | −270−8.5% | Reduced |
| Visionary Wealth Advisors | 2,914 | $411.0K | 0.04% | +10+0.3% | Added |
| Fiera Capital Corp | 2,922 | $411.7K | 0.00% | −20,025−87.3% | Reduced |
| First Personal Financial Services | 2,930 | $412.8K | 0.11% | −137−4.5% | Reduced |
| CMC Financial Group | 3,065 | $412.9K | 0.66% | +29+1.0% | Added |
| Harvey Investment Co LLC | 2,932 | $413.0K | 0.05% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,946 | $415.1K | 0.41% | +64+2.2% | Added |
| Navis Wealth Advisors, LLC | 2,951 | $415.8K | 0.59% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,951 | $415.8K | 0.09% | +946+47.2% | Added |
| Northstar Advisory Group, LLC | 2,952 | $416.0K | 0.33% | −153−4.9% | Reduced |
| Centaurus Financial, Inc. | 2,962 | $417.0K | 0.04% | −133−4.3% | Reduced |
| Cooper/Haims Advisors, LLC | 2,961 | $417.0K | 0.30% | +10+0.3% | Added |
| Summit Wealth Partners, LLC | 2,963 | $417.4K | 0.11% | +3+0.1% | Added |
| Howe & Rusling Inc | 2,964 | $417.6K | 0.05% | −2,720−47.9% | Reduced |
| KG&L Capital Management,LLC | 2,965 | $417.7K | 0.24% | −7,236−70.9% | Reduced |
| Peoples Bank | 2,968 | $418.2K | 0.27% | −126−4.1% | Reduced |
| SageView Advisory Group, LLC | 2,970 | $418.5K | 0.03% | +2,970 | New |
| Aviance Capital Partners, LLC | 2,971 | $418.6K | 0.10% | +658+28.4% | Added |
| Sky Investment Group LLC | 2,976 | $419.0K | 0.10% | −73−2.4% | Reduced |
| Auxano Advisors, LLC | 2,976 | $419.3K | 0.19% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,980 | $419.9K | 0.16% | −144−4.6% | Reduced |
| Allred Capital Management, LLC | 2,981 | $420.0K | 0.23% | +8+0.3% | Added |
| Collective Family Office LLC | 2,984 | $420.4K | 0.19% | −1,774−37.3% | Reduced |
| Lumature Wealth Partners, LLC | 2,985 | $420.6K | 0.24% | +418+16.3% | Added |
| Libra Wealth LLC | 2,992 | $421.5K | 0.34% | −170−5.4% | Reduced |
| Carolinas Wealth Consulting LLC | 10,215 | $421.9K | 0.10% | +324+3.3% | Added |
| Chesapeake Wealth Management | 3,004 | $423.2K | 0.19% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,001 | $425.0K | 0.20% | +565+23.2% | Added |
| Lester Murray Antman dba SimplyRich | 3,038 | $428.0K | 0.17% | +4+0.1% | Added |