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 |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 13,300 | $1.87M | 0.57% | −4,832−26.6% | Reduced |
| Peloton Wealth Strategists | 13,250 | $1.87M | 0.90% | −100−0.7% | Reduced |
| Ameliora Wealth Management Ltd. | 13,245 | $1.87M | 1.00% | −3,328−20.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 13,245 | $1.87M | 0.03% | −35,000−72.5% | Reduced |
| Brighton Jones LLC | 13,213 | $1.86M | 0.11% | −50.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 13,212 | $1.86M | 0.45% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,171 | $1.86M | 0.14% | +1,003+8.2% | Added |
| Qtron Investments LLC | 13,130 | $1.85M | 0.39% | +488+3.9% | Added |
| Alliance Wealth Advisors, LLC | 13,061 | $1.84M | 0.83% | +13,061 | New |
| Csenge Advisory Group | 12,992 | $1.83M | 0.14% | −299−2.2% | Reduced |
| CAPROCK Group, Inc. | 12,979 | $1.83M | 0.17% | +1,078+9.1% | Added |
| Stansberry Asset Management, LLC | 12,918 | $1.82M | 0.38% | +692+5.7% | Added |
| Round Rock Advisors, LLC | 12,896 | $1.82M | 0.74% | +870+7.2% | Added |
| JFS Wealth Advisors, LLC | 12,888 | $1.82M | 0.18% | +3,227+33.4% | Added |
| Meeder Advisory Services, Inc. | 12,868 | $1.81M | 0.23% | +12,868 | New |
| Moneta Group Investment Advisors LLC | 13,451 | $1.81M | 0.05% | +2,299+20.6% | Added |
| Valicenti Advisory Services Inc | 12,841 | $1.81M | 0.66% | −27,576−68.2% | Reduced |
| Ameritas Advisory Services, LLC | 12,807 | $1.80M | 0.08% | +3,045+31.2% | Added |
| Millennium Management LLC | 12,737 | $1.79M | 0.00% | −97,872−88.5% | Reduced |
| Aull & Monroe Investment Management Corp | 12,731 | $1.79M | 0.89% | −600−4.5% | Reduced |
| Chicago Trust Co NA | 12,723 | $1.79M | 0.45% | −1,905−13.0% | Reduced |
| Chilton Capital Management LLC | 12,725 | $1.79M | 0.11% | +263+2.1% | Added |
| Legacy Wealth Asset Management, LLC | 12,717 | $1.79M | 0.68% | −190−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,685 | $1.79M | 0.02% | −72−0.6% | Reduced |
| Private Asset Management Inc | 12,643 | $1.78M | 0.30% | −1,609−11.3% | Reduced |
| Virginia Retirement Systems Et Al | 12,600 | $1.78M | 0.02% | +2,500+24.8% | Added |
| Dividend Assets Capital, LLC | 12,593 | $1.77M | 0.38% | −1,170−8.5% | Reduced |
| Citizens Financial Group Inc | 12,581 | $1.77M | 0.07% | −506−3.9% | Reduced |
| Silvant Capital Management LLC | 12,575 | $1.77M | 0.13% | +6,043+92.5% | Added |
| Sawtooth Solutions, LLC | 12,545 | $1.77M | 0.24% | −2,112−14.4% | Reduced |
| Culbertson A N & Co Inc | 12,514 | $1.76M | 0.37% | +480+4.0% | Added |
| Robertson Stephens Wealth Management, LLC | 12,433 | $1.75M | 0.17% | +236+1.9% | Added |
| Pinnacle Holdings, LLC | 12,429 | $1.75M | 0.78% | −1,618−11.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 12,404 | $1.75M | 0.46% | −137−1.1% | Reduced |
| Ballentine Partners, LLC | 12,391 | $1.75M | 0.05% | +1,500+13.8% | Added |
| IHT Wealth Management, LLC | 12,387 | $1.75M | 0.11% | −2,024−14.0% | Reduced |
| Fca Corp | 12,371 | $1.74M | 0.70% | +153+1.3% | Added |
| Klingenstein Fields & Co LP | 12,360 | $1.74M | 0.09% | −464−3.6% | Reduced |
| StoneX Group Inc. | 12,360 | $1.74M | 0.21% | +753+6.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,330 | $1.74M | 0.26% | −357−2.8% | Reduced |
| Disciplined Equity Management, Inc. | 12,304 | $1.73M | 1.53% | 00.0% | Unchanged |
| Financial Architects, Inc | 12,271 | $1.73M | 0.29% | −40.0% | Reduced |
| Leavell Investment Management, Inc. | 12,258 | $1.73M | 0.13% | −416−3.3% | Reduced |
| First National Bank of Omaha | 12,247 | $1.73M | 0.11% | +556+4.8% | Added |
| Redwood Investment Management, LLC | 12,241 | $1.73M | 0.23% | +12,241 | New |
| InterOcean Capital Group, LLC | 12,243 | $1.72M | 0.06% | −1,256−9.3% | Reduced |
| Proequities, Inc. | 12,210 | $1.72M | 0.14% | −225−1.8% | Reduced |
| Transatlantique Private Wealth LLC | 12,273 | $1.71M | 1.03% | +1,408+13.0% | Added |
| Commerzbank Aktiengesellschaft | 12,157 | $1.71M | 0.11% | −3,350−21.6% | Reduced |
| We Are One Seven, LLC | 12,143 | $1.71M | 0.17% | +552+4.8% | Added |
| Fundamentun, LLC | 12,115 | $1.71M | 0.30% | −516−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,598 | $1.70M | 0.02% | +69+0.6% | Added |
| Virtu Financial LLC | 12,057 | $1.70M | 0.22% | −27,810−69.8% | Reduced |
| CWA Asset Management Group, LLC | 12,056 | $1.70M | 0.14% | +68+0.6% | Added |
| Ausdal Financial Partners, Inc. | 12,018 | $1.69M | 0.25% | −514−4.1% | Reduced |
| LVM Capital Management Ltd | 11,942 | $1.68M | 0.24% | +555+4.9% | Added |
| Providence Wealth Advisors, LLC | 11,907 | $1.68M | 1.25% | −94−0.8% | Reduced |
| Zuckerman Investment Group, LLC | 11,910 | $1.68M | 0.27% | +2,925+32.6% | Added |
| Gifford Fong Associates | 11,900 | $1.68M | 0.38% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 11,879 | $1.67M | 0.07% | −429−3.5% | Reduced |
| Cowen Prime Advisors LLC | 11,870 | $1.67M | 0.69% | +6,500+121.0% | Added |
| Key Client Fiduciary Advisors, LLC | 11,851 | $1.67M | 1.14% | +10,161+601.2% | Added |
| Icon Wealth Advisors, LLC | 11,805 | $1.66M | 0.19% | +41+0.3% | Added |
| Allegheny Financial Group LTD | 11,803 | $1.66M | 0.70% | +46+0.4% | Added |
| Aries Wealth Management | 11,787 | $1.66M | 0.72% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 11,754 | $1.66M | 0.83% | −54−0.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,709 | $1.65M | 0.08% | +11,709 | New |
| Evergreen Capital Management LLC | 11,709 | $1.65M | 0.08% | +3,174+37.2% | Added |
| Mark Stevens | 11,668 | $1.64M | 0.22% | +21+0.2% | Added |
| Forza Wealth Management, LLC | 11,628 | $1.64M | 1.09% | +11,628 | New |
| Resources Investment Advisors, LLC. | 11,599 | $1.63M | 0.05% | +585+5.3% | Added |
| First Hawaiian Bank | 11,571 | $1.63M | 0.06% | +29+0.3% | Added |
| Sage Investment Advisers LLC | 11,529 | $1.62M | 2.32% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 11,529 | $1.62M | 0.25% | +11,529 | New |
| Quantbot Technologies LP | 11,496 | $1.62M | 0.12% | +10,683+1,314.0% | Added |
| Buckingham Strategic Partners | 11,495 | $1.62M | 0.13% | −2,749−19.3% | Reduced |
| Hamel Associates, Inc. | 11,450 | $1.61M | 0.56% | −65−0.6% | Reduced |
| Darwin Advisors, LLC | 11,019 | $1.61M | 0.42% | −122−1.1% | Reduced |
| Griffin Asset Management, Inc. | 11,336 | $1.60M | 0.24% | +271+2.4% | Added |
| Cahill Financial Advisors Inc | 11,325 | $1.60M | 0.31% | −1,318−10.4% | Reduced |
| Diversified Trust Co | 11,303 | $1.59M | 0.07% | −631−5.3% | Reduced |
| Personal Capital Advisors Corp | 11,286 | $1.59M | 0.01% | −710−5.9% | Reduced |
| Private Advisory Group LLC | 11,260 | $1.59M | 0.35% | −43−0.4% | Reduced |
| DT Investment Partners, LLC | 11,204 | $1.58M | 0.21% | −56−0.5% | Reduced |
| United Asset Strategies, Inc. | 11,189 | $1.58M | 0.22% | −11−0.1% | Reduced |
| Ceera Investments, LLC | 11,184 | $1.58M | 1.00% | −130−1.1% | Reduced |
| M&G Investment Management Ltd | 11,148 | $1.57M | 0.01% | −1,397−11.1% | Reduced |
| Cigna Investments Inc | 11,157 | $1.57M | 0.33% | +21+0.2% | Added |
| Longfellow Investment Management Co LLC | 11,136 | $1.57M | 0.36% | −15,089−57.5% | Reduced |
| Selective Wealth Management, Inc. | 11,084 | $1.57M | 0.83% | −106−0.9% | Reduced |
| Financial Partners Capital Management LLC | 11,089 | $1.56M | 0.35% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 11,041 | $1.56M | 0.11% | −185−1.6% | Reduced |
| Waterfront Wealth Inc. | 11,566 | $1.55M | 0.53% | −249−2.1% | Reduced |
| TCM Advisors, LLC | – | $1.55M | 1.61% | – | – |
| Ronald Blue Trust, Inc. | 13,054 | $1.55M | 0.03% | +700+5.7% | Added |
| Meridian Investment Counsel Inc. | 11,004 | $1.55M | 0.62% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 68,878 | $1.55M | 0.24% | −1,919−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 10,950 | $1.54M | 0.05% | +1,703+18.4% | Added |
| Trust Investment Advisors | 10,931 | $1.54M | 1.45% | +233+2.2% | Added |
| Montecito Bank & Trust | 10,915 | $1.54M | 0.37% | −219−2.0% | Reduced |