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 |
|---|---|---|---|---|---|
| GDS Wealth Management | 3,489 | $491.6K | 0.09% | −117−3.2% | Reduced |
| Clark Estates Inc | 3,491 | $491.8K | 0.10% | 00.0% | Unchanged |
| Boit C F David | 3,496 | $492.6K | 0.35% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $493.1K | 0.10% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 3,500 | $493.1K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 3,500 | $493.1K | 0.01% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 3,503 | $493.5K | 0.41% | +205+6.2% | Added |
| Legacy Private Trust Co. | 3,505 | $493.8K | 0.04% | −218−5.9% | Reduced |
| Earnest Partners LLC | 3,505 | $493.8K | 0.00% | +489+16.2% | Added |
| Concord Wealth Partners | 3,511 | $494.7K | 0.15% | +661+23.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,577 | $497.0K | 0.29% | −63−1.7% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 3,528 | $497.1K | 0.27% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 3,528 | $497.1K | 0.42% | −439−11.1% | Reduced |
| KFG Wealth Management, LLC | 3,543 | $499.2K | 0.51% | +3,543 | New |
| LifeGuide Financial Advisors, LLC | 3,545 | $499.5K | 0.43% | +21+0.6% | Added |
| Gs Investments, Inc. | 3,550 | $500.2K | 0.31% | 00.0% | Unchanged |
| Selway Asset Management | 3,550 | $500.2K | 0.26% | +2,650+294.4% | Added |
| Quent Capital, LLC | 3,572 | $503.4K | 0.09% | +673+23.2% | Added |
| Keeley-Teton Advisors, LLC | 3,592 | $506.1K | 0.06% | −60−1.6% | Reduced |
| Capital Market Strategies LLC | 3,596 | $506.6K | 0.54% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,607 | $508.2K | 0.13% | −324−8.2% | Reduced |
| First International Bank & Trust | 3,610 | $509.0K | 0.17% | −487−11.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,618 | $509.7K | 0.09% | −13−0.4% | Reduced |
| Fort Pitt Capital Group, LLC | 3,618 | $509.8K | 0.02% | −150−4.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,621 | $510.0K | 0.26% | −15−0.4% | Reduced |
| Core Wealth Partners LLC | 5,303 | $510.7K | 0.63% | +5,303 | New |
| Harvest Portfolios Group Inc. | 3,625 | $510.7K | 0.03% | +3,625 | New |
| MV Capital Management, Inc. | 3,627 | $511.0K | 0.08% | +104+3.0% | Added |
| Geneva Partners, LLC | 3,650 | $514.2K | 0.49% | −160−4.2% | Reduced |
| Smith Shellnut Wilson LLC | 3,658 | $515.4K | 0.32% | −72−1.9% | Reduced |
| Wealth Quarterback LLC | 3,659 | $515.5K | 0.43% | +183+5.3% | Added |
| Wealth Dimensions Group, Ltd. | 3,659 | $515.6K | 0.21% | −194−5.0% | Reduced |
| Capasso Planning Partners LLC | 3,674 | $517.6K | 0.33% | +14+0.4% | Added |
| Summit Trail Advisors, LLC | 3,675 | $517.8K | 0.02% | +773+26.6% | Added |
| Cullen Capital Management LLC | 3,678 | $518.2K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,679 | $518.4K | 0.17% | +5+0.1% | Added |
| Capital Advisors, Ltd. LLC | 3,853 | $520.0K | 0.09% | +340+9.7% | Added |
| Morningstar Investment Management LLC | 3,700 | $521.0K | 0.09% | +3,700 | New |
| Fortitude Advisory Group L.L.C. | 3,710 | $522.7K | 0.45% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,710 | $522.7K | 0.06% | +101+2.8% | Added |
| TrinityPoint Wealth, LLC | 3,717 | $523.6K | 0.12% | −15−0.4% | Reduced |
| Cidel Asset Management Inc | 3,718 | $523.8K | 0.02% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,723 | $524.5K | 0.21% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,731 | $525.6K | 0.18% | +831+28.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,734 | $526.1K | 0.15% | +1,481+65.7% | Added |
| St Germain D J Co Inc | 12,497 | $526.8K | 0.18% | +4,070+48.3% | Added |
| Simon Quick Advisors, LLC | 3,739 | $526.8K | 0.06% | +501+15.5% | Added |
| Israel Discount Bank of New York | 3,741 | $527.0K | 0.45% | −151−3.9% | Reduced |
| Wealth Architects, LLC | 3,746 | $527.8K | 0.10% | −22−0.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,750 | $528.3K | 0.20% | +886+30.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,752 | $528.6K | 0.29% | +2+0.1% | Added |
| Wimmer Associates 1, LLC | 3,763 | $530.1K | 0.35% | −70−1.8% | Reduced |
| Court Place Advisors, LLC | 3,765 | $530.5K | 0.19% | −34−0.9% | Reduced |
| Tennessee Valley Asset Management Partners | 3,765 | $530.5K | 0.18% | +36+1.0% | Added |
| SMH Capital Advisors Inc | 3,769 | $531.0K | 0.77% | +84+2.3% | Added |
| Empowered Funds, LLC | 3,775 | $531.9K | 0.03% | +3,775 | New |
| MB, Levis & Associates, LLC | 3,776 | $532.0K | 0.42% | +3,776 | New |
| Mountain Pacific Investment Advisers Inc | 3,782 | $532.8K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,797 | $535.0K | 0.02% | +1,642+76.2% | Added |
| Reliant Investment Management, LLC | 3,800 | $535.4K | 0.32% | −400−9.5% | Reduced |
| waypoint wealth counsel | 3,801 | $535.5K | 0.43% | +3,801 | New |
| Point72 Middle East FZE | 3,810 | $536.8K | 0.04% | +3,810 | New |
| Advisory Alpha, LLC | 3,837 | $540.6K | 0.04% | +167+4.6% | Added |
| Premier Asset Management LLC | 3,841 | $541.2K | 0.68% | −475−11.0% | Reduced |
| E&G Advisors, LP | 3,850 | $542.4K | 0.20% | −20−0.5% | Reduced |
| Northeast Financial Consultants Inc | 3,851 | $542.6K | 0.04% | +4+0.1% | Added |
| City Holding Co | 3,853 | $542.8K | 0.10% | −750−16.3% | Reduced |
| Roth Financial Partners LLC | 3,852 | $543.0K | 0.39% | 00.0% | Unchanged |
| New Hampshire Trust | 3,861 | $544.0K | 0.14% | +3,861 | New |
| Professional Advisory Services Inc | 3,863 | $544.0K | 0.09% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,861 | $544.0K | 0.28% | +81+2.1% | Added |
| Greenfield Savings Bank | 3,865 | $544.5K | 0.36% | +8+0.2% | Added |
| Norris Perne & French LLP | 3,872 | $545.5K | 0.05% | −49−1.2% | Reduced |
| WMS Partners, LLC | 3,901 | $549.6K | 0.05% | +227+6.2% | Added |
| Wallace Advisory Group, LLC | 3,909 | $550.7K | 0.43% | +3,909 | New |
| Sovereign Financial Group, Inc. | 3,910 | $550.8K | 0.22% | +892+29.6% | Added |
| GM Advisory Group, Inc. | 3,914 | $551.4K | 0.06% | +133+3.5% | Added |
| Norwood Financial Corp | 3,916 | $551.7K | 0.87% | −30−0.8% | Reduced |
| StrategIQ Financial Group, LLC | 3,922 | $552.6K | 0.06% | +517+15.2% | Added |
| Old Second National Bank of Aurora | 3,950 | $556.5K | 0.16% | −25−0.6% | Reduced |
| Terra Nova Asset Management LLC | 3,958 | $557.6K | 0.58% | −104−2.6% | Reduced |
| West Bancorporation Inc | 3,963 | $558.3K | 0.41% | −56−1.4% | Reduced |
| Eads & Heald Wealth Management | 3,966 | $559.0K | 0.28% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 3,968 | $559.1K | 0.22% | +485+13.9% | Added |
| CJM Wealth Advisers, Ltd. | 3,968 | $559.1K | 0.34% | +11+0.3% | Added |
| Berkshire Bank | 3,969 | $559.2K | 0.17% | −1,915−32.5% | Reduced |
| Blossom Wealth Management | 3,972 | $559.6K | 2.70% | +397+11.1% | Added |
| Mezzasalma Advisors, LLC | 3,982 | $561.0K | 0.49% | −25−0.6% | Reduced |
| BerganKDV Wealth Management, LLC | 3,984 | $561.2K | 0.06% | −334−7.7% | Reduced |
| First National Corp | 3,984 | $561.3K | 0.14% | +10.0% | Added |
| Arvest Trust Co N A | 3,989 | $562.0K | 0.04% | −12−0.3% | Reduced |
| EHP Funds Inc. | 4,000 | $564.0K | 0.12% | −1,200−23.1% | Reduced |
| Davidson Trust Co | 4,024 | $566.9K | 0.50% | −957−19.2% | Reduced |
| Endurance Wealth Management, Inc. | 4,029 | $568.0K | 0.09% | −123−3.0% | Reduced |
| High Net Worth Advisory Group LLC | 4,032 | $568.1K | 0.22% | −33−0.8% | Reduced |
| Carlson Capital Management | 4,037 | $568.8K | 0.04% | −118−2.8% | Reduced |
| Texas Yale Capital Corp. | 4,049 | $570.5K | 0.03% | +13+0.3% | Added |
| Lafayette Investments, Inc. | 4,055 | $571.3K | 0.16% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 4,057 | $572.0K | 0.56% | +15+0.4% | Added |
| Enterprise Financial Services Corp | 4,079 | $574.8K | 0.40% | +43+1.1% | Added |