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 |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 10,883 | $1.53M | 1.23% | −537−4.7% | Reduced |
| Founders Financial Securities LLC | 10,792 | $1.52M | 0.24% | +495+4.8% | Added |
| O'Rourke & Company, Inc | 10,778 | $1.52M | 1.21% | +831+8.4% | Added |
| Clark Financial Services Group Inc | 10,756 | $1.51M | 1.74% | +34+0.3% | Added |
| Rehmann Capital Advisory Group | 10,752 | $1.51M | 0.16% | −2,066−16.1% | Reduced |
| Mission Wealth Management, LP | 10,744 | $1.51M | 0.07% | +581+5.7% | Added |
| Schulhoff & Co Inc | 10,724 | $1.51M | 0.70% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 10,722 | $1.51M | 0.76% | −155−1.4% | Reduced |
| Global Retirement Partners, LLC | 10,709 | $1.51M | 0.10% | +2,801+35.4% | Added |
| Detalus Advisors, LLC | 10,701 | $1.51M | 0.74% | −399−3.6% | Reduced |
| Quest Investment Management LLC | 10,684 | $1.51M | 0.18% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10,667 | $1.50M | 0.16% | +640+6.4% | Added |
| Modera Wealth Management, LLC | 10,662 | $1.50M | 0.06% | −548−4.9% | Reduced |
| Inscription Capital, LLC | 10,650 | $1.50M | 0.51% | +150+1.4% | Added |
| Cooper Financial Group | 10,625 | $1.50M | 0.46% | −212−2.0% | Reduced |
| Centennial Wealth Advisory LLC | 10,616 | $1.50M | 0.84% | +266+2.6% | Added |
| Symmetry Partners, LLC | 10,593 | $1.49M | 0.09% | −4,730−30.9% | Reduced |
| Impax Asset Management Group plc | 10,567 | $1.49M | 0.01% | −415−3.8% | Reduced |
| Ironwood Financial, llc | 10,551 | $1.49M | 0.46% | +14+0.1% | Added |
| Warren Averett Asset Management, LLC | 10,511 | $1.48M | 0.08% | −59−0.6% | Reduced |
| Cladis Investment Advisory, LLC | 10,455 | $1.47M | 1.47% | −3,525−25.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 10,437 | $1.47M | 0.49% | +89+0.9% | Added |
| OmniStar Financial Group, Inc. | 10,400 | $1.47M | 1.66% | +131+1.3% | Added |
| Physicians Financial Services, Inc. | 10,381 | $1.46M | 0.66% | +20+0.2% | Added |
| Lantz Financial LLC | 10,342 | $1.46M | 0.66% | +28+0.3% | Added |
| Beech Hill Advisors, Inc. | 10,331 | $1.46M | 0.81% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,319 | $1.45M | 0.51% | −252−2.4% | Reduced |
| Citizens & Northern Corp | 10,287 | $1.45M | 0.60% | +307+3.1% | Added |
| Long Run Wealth Advisors, LLC | 10,285 | $1.45M | 0.52% | +318+3.2% | Added |
| Sandy Spring Bank | 10,265 | $1.45M | 0.09% | −1,023−9.1% | Reduced |
| Blue Chip Partners, Inc. | 10,260 | $1.45M | 0.18% | −28−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,164 | $1.44M | 0.11% | −622−5.8% | Reduced |
| Westhampton Capital, LLC | 10,251 | $1.44M | 0.98% | −20.0% | Reduced |
| TD Private Client Wealth LLC | 10,232 | $1.44M | 0.07% | −151−1.5% | Reduced |
| Hunter Associates Investment Management LLC | 10,253 | $1.44M | 0.35% | −646−5.9% | Reduced |
| Jupiter Asset Management Ltd | 10,206 | $1.44M | 0.02% | −1,360−11.8% | Reduced |
| Alterity Financial Group, LLC | 10,200 | $1.44M | 2.33% | 00.0% | Unchanged |
| TFC Financial Management | 10,195 | $1.44M | 0.41% | −35−0.3% | Reduced |
| Haverford Trust Co | 10,194 | $1.44M | 0.02% | −2,560−20.1% | Reduced |
| Donaldson Capital Management, LLC | 10,181 | $1.43M | 0.07% | +358+3.6% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 10,150 | $1.43M | 1.37% | +10,150 | New |
| Dorsey & Whitney Trust CO LLC | 10,168 | $1.43M | 0.14% | +1,019+11.1% | Added |
| Focused Wealth Management, Inc | 10,122 | $1.43M | 0.29% | −76−0.7% | Reduced |
| Cito Capital Group, LLC | 10,099 | $1.42M | 0.78% | −429−4.1% | Reduced |
| Westport Asset Management Inc | 10,000 | $1.41M | 0.90% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 9,997 | $1.41M | 0.37% | +20.0% | Added |
| Essex LLC | 9,996 | $1.41M | 0.43% | +1,518+17.9% | Added |
| RKL Wealth Management LLC | 9,984 | $1.41M | 0.19% | −131−1.3% | Reduced |
| Trust Asset Management LLC | 9,964 | $1.40M | 0.17% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 9,954 | $1.40M | 0.34% | +1,269+14.6% | Added |
| First City Capital Management, Inc. | 9,898 | $1.39M | 0.84% | −450−4.3% | Reduced |
| Madison Asset Management, LLC | 9,892 | $1.39M | 0.02% | −28−0.3% | Reduced |
| SkyOak Wealth, LLC | 9,878 | $1.39M | 0.47% | +175+1.8% | Added |
| Paradigm Financial Partners, LLC | 9,678 | $1.39M | 0.41% | +111+1.2% | Added |
| Ridgecrest Wealth Partners, LLC | 9,830 | $1.38M | 1.05% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 9,786 | $1.38M | 0.46% | −15−0.2% | Reduced |
| Applied Capital LLC | 9,778 | $1.38M | 1.38% | +9,778 | New |
| Comerica Securities,inc. | 9,767 | $1.38M | 0.10% | +1,255+14.7% | Added |
| Bayesian Capital Management, LP | 9,757 | $1.37M | 0.20% | +9,757 | New |
| Quantinno Capital Management LP | 9,737 | $1.37M | 0.10% | +4,259+77.7% | Added |
| Atlantic Trust, LLC | 9,720 | $1.37M | 0.46% | −237−2.4% | Reduced |
| Wealth Effects LLC | 9,701 | $1.37M | 0.78% | +210+2.2% | Added |
| Dudley Capital Management, LLC | 9,698 | $1.37M | 1.00% | +9,698 | New |
| Zullo Investment Group, Inc. | 9,687 | $1.36M | 0.84% | +99+1.0% | Added |
| MidWestOne Financial Group, Inc. | 9,684 | $1.36M | 0.32% | −565−5.5% | Reduced |
| Coastal Investment Advisors, Inc. | 9,678 | $1.36M | 0.33% | +127+1.3% | Added |
| Marks Group Wealth Management, Inc | 9,669 | $1.36M | 0.19% | +853+9.7% | Added |
| Congress Wealth Management LLC | 9,663 | $1.36M | 0.04% | −639−6.2% | Reduced |
| FineMark National Bank & Trust | 9,653 | $1.36M | 0.06% | −800−7.7% | Reduced |
| Nwam LLC | 9,641 | $1.36M | 0.12% | −1,842−16.0% | Reduced |
| Beaumont Financial Advisors, LLC | 9,641 | $1.36M | 0.14% | +9,641 | New |
| Private Trust Co NA | 9,635 | $1.36M | 0.20% | −411−4.1% | Reduced |
| Duff & Phelps Investment Management Co | 9,630 | $1.36M | 0.02% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 9,627 | $1.36M | 0.48% | +2,158+28.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,613 | $1.35M | 0.01% | −2,573−21.1% | Reduced |
| Security National Bank of So Dak | 9,597 | $1.35M | 0.98% | +576+6.4% | Added |
| Catalyst Wealth Management, LLC | 9,596 | $1.35M | 1.28% | +9,596 | New |
| Ledyard National Bank | 9,570 | $1.35M | 0.16% | +1,209+14.5% | Added |
| Altman Advisors, Inc. | 9,273 | $1.35M | 0.83% | +198+2.2% | Added |
| Inlet Private Wealth, LLC | 9,543 | $1.34M | 0.36% | +5+0.1% | Added |
| Northwest Bancshares, Inc. | 9,541 | $1.34M | 0.27% | −704−6.9% | Reduced |
| WoodTrust Financial Corp | 9,543 | $1.34M | 0.28% | 00.0% | Unchanged |
| Brave Asset Management Inc | 9,503 | $1.34M | 0.45% | 00.0% | Unchanged |
| Capital City Trust Co | 9,477 | $1.34M | 0.44% | −584−5.8% | Reduced |
| Duncker Streett & Co Inc | 9,438 | $1.33M | 0.32% | 00.0% | Unchanged |
| Forte Capital LLC | 9,423 | $1.33M | 0.23% | +82+0.9% | Added |
| Accuvest Global Advisors | 9,420 | $1.33M | 0.44% | +9,420 | New |
| Baker Tilly Wealth Management, LLC | 9,365 | $1.32M | 0.16% | −562−5.7% | Reduced |
| PEAK6 Investments LLC | 9,333 | $1.31M | 0.07% | +9,333 | New |
| Mendel Capital Management LLC | 9,262 | $1.30M | 1.36% | +54+0.6% | Added |
| WNY Asset Management, LLC | 9,237 | $1.30M | 0.35% | −698−7.0% | Reduced |
| Ridgewood Investments LLC | 9,223 | $1.30M | 0.94% | +20+0.2% | Added |
| New England Research & Management, Inc. | 9,192 | $1.29M | 0.74% | −193−2.1% | Reduced |
| Altfest L J & Co Inc | 9,188 | $1.29M | 0.21% | +686+8.1% | Added |
| Redhawk Wealth Advisors, Inc. | 9,169 | $1.29M | 0.50% | +671+7.9% | Added |
| Intrust Bank NA | 9,133 | $1.29M | 0.18% | −217−2.3% | Reduced |
| Sandbox Financial Partners, LLC | 9,112 | $1.28M | 0.89% | −241−2.6% | Reduced |
| Bellecapital International Ltd. | 9,074 | $1.28M | 0.36% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 9,058 | $1.28M | 0.15% | −424−4.5% | Reduced |
| Cookson Peirce & Co Inc | 9,046 | $1.27M | 0.08% | +9,046 | New |