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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 9,034 | $1.27M | 0.11% | −142−1.5% | Reduced |
| Ritholtz Wealth Management | 8,954 | $1.26M | 0.07% | −3,981−30.8% | Reduced |
| Good Life Advisors, LLC | 8,934 | $1.26M | 0.17% | +86+1.0% | Added |
| Pavion Blue Capital, LLC | 8,915 | $1.26M | 0.80% | −10.0% | Reduced |
| Essex Savings Bank | 8,911 | $1.26M | 0.44% | −1,509−14.5% | Reduced |
| Flagship Harbor Advisors, LLC | 8,904 | $1.25M | 0.13% | +66+0.7% | Added |
| Ashford Capital Management Inc | 8,876 | $1.25M | 0.19% | +2,050+30.0% | Added |
| Bahl & Gaynor Inc | 8,874 | $1.25M | 0.01% | +1,890+27.1% | Added |
| Parisi Gray Wealth Management | 8,851 | $1.25M | 0.61% | −358−3.9% | Reduced |
| Baldwin Investment Management, LLC | 8,842 | $1.25M | 0.23% | −300−3.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,830 | $1.24M | 0.72% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,795 | $1.24M | 0.33% | −14−0.2% | Reduced |
| Slocum, Gordon & Co LLP | 8,752 | $1.23M | 0.80% | +8,752 | New |
| Ancora Advisors, LLC | 8,696 | $1.23M | 0.04% | −4,421−33.7% | Reduced |
| Red Spruce Capital, LLC | 8,688 | $1.22M | 0.78% | +700+8.8% | Added |
| Financial Advisory Service, Inc. | 8,652 | $1.22M | 0.14% | −370−4.1% | Reduced |
| BSW Wealth Partners | 8,641 | $1.22M | 0.26% | +579+7.2% | Added |
| Northeast Investment Management | 8,622 | $1.22M | 0.08% | −1,201−12.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,587 | $1.21M | 0.41% | −103−1.2% | Reduced |
| Means Investment Co., Inc. | 8,579 | $1.21M | 0.24% | +156+1.9% | Added |
| Cedar Brook Financial Partners, LLC | 8,573 | $1.21M | 0.34% | +17+0.2% | Added |
| CWS Financial Advisors, LLC | 9,032 | $1.20M | 0.52% | +784+9.5% | Added |
| Steinberg Asset Management LLC | 8,505 | $1.20M | 1.30% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 8,500 | $1.20M | 1.89% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 8,500 | $1.20M | 1.07% | −596−6.6% | Reduced |
| Schechter Investment Advisors, LLC | 8,481 | $1.19M | 0.11% | +1,840+27.7% | Added |
| Clarkston Capital Partners, LLC | 8,476 | $1.19M | 0.02% | −822−8.8% | Reduced |
| Diligent Investors, LLC | 8,465 | $1.19M | 0.39% | −56−0.7% | Reduced |
| Chicago Capital, LLC | 8,415 | $1.19M | 0.07% | 00.0% | Unchanged |
| Martin & Co Inc | 8,410 | $1.18M | 0.31% | +346+4.3% | Added |
| Becker Capital Management Inc | 8,406 | $1.18M | 0.06% | −181−2.1% | Reduced |
| Vise Technologies, Inc. | 8,397 | $1.18M | 0.37% | −43−0.5% | Reduced |
| Howland Capital Management LLC | 8,355 | $1.18M | 0.07% | +298+3.7% | Added |
| Curi Capital | 8,323 | $1.17M | 0.16% | +477+6.1% | Added |
| Waldron Private Wealth LLC | 9,801 | $1.16M | 0.07% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 8,258 | $1.16M | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,231 | $1.16M | 0.16% | −1,276−13.4% | Reduced |
| AdvisorNet Financial, Inc | 8,216 | $1.16M | 0.11% | +633+8.3% | Added |
| Alpha Cubed Investments, LLC | 8,199 | $1.16M | 0.09% | −430−5.0% | Reduced |
| Trust Co of Toledo NA | 8,194 | $1.15M | 0.22% | +51+0.6% | Added |
| Waddell & Associates, LLC | 8,184 | $1.15M | 0.19% | −130−1.6% | Reduced |
| Davis R M Inc | 8,136 | $1.15M | 0.03% | −9−0.1% | Reduced |
| SRN Advisors, LLC | 8,131 | $1.15M | 1.14% | −8,635−51.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,123 | $1.15M | 0.85% | −190−2.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 8,124 | $1.14M | 0.33% | +169+2.1% | Added |
| Penobscot Investment Management Company, Inc. | 8,100 | $1.14M | 0.20% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 8,072 | $1.14M | 0.72% | −176−2.1% | Reduced |
| Fagan Associates, Inc. | 8,064 | $1.14M | 0.30% | +39+0.5% | Added |
| Home Federal Bank of Tennessee | 8,017 | $1.13M | 0.43% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.13M | 0.47% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,996 | $1.13M | 0.14% | −184−2.2% | Reduced |
| Webster Bank, N. A. | 7,991 | $1.13M | 0.15% | −200−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,980 | $1.12M | 0.12% | −89−1.1% | Reduced |
| Nations Financial Group Inc, | 7,976 | $1.12M | 0.13% | +1,176+17.3% | Added |
| Investors Asset Management of Georgia Inc | 7,967 | $1.12M | 0.58% | +35+0.4% | Added |
| Laidlaw Wealth Management LLC | 7,932 | $1.12M | 0.24% | −1,009−11.3% | Reduced |
| Bailard, Inc. | 7,902 | $1.11M | 0.04% | −232−2.9% | Reduced |
| 1620 Investment Advisors, Inc. | 7,897 | $1.11M | 1.36% | +29+0.4% | Added |
| Western Wealth Management, LLC | 7,889 | $1.11M | 0.11% | −4,849−38.1% | Reduced |
| Fiduciary Group LLC | 7,874 | $1.11M | 0.15% | +50+0.6% | Added |
| Forum Financial Management, LP | 7,871 | $1.11M | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 7,866 | $1.11M | 0.14% | +747+10.5% | Added |
| Peddock Capital Advisors, LLC | 7,861 | $1.11M | 0.43% | +3,192+68.4% | Added |
| Perpetual Investment Management Ltd | 7,856 | $1.11M | 0.13% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,855 | $1.11M | 0.06% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 7,852 | $1.11M | 1.31% | +1,016+14.9% | Added |
| Marco Investment Management LLC | 7,811 | $1.10M | 0.13% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,801 | $1.10M | 0.06% | +20.0% | Added |
| Park Edge Advisors, LLC | 7,793 | $1.10M | 0.48% | +7,793 | New |
| BCJ Capital Management, LLC | 7,789 | $1.10M | 0.11% | +145+1.9% | Added |
| Truvestments Capital LLC | 7,759 | $1.09M | 0.62% | −11,304−59.3% | Reduced |
| Capstone Investment Advisors, LLC | 7,738 | $1.09M | 0.03% | +2,283+41.9% | Added |
| Independent Financial Group, LLC | 7,696 | $1.08M | 0.09% | −540−6.6% | Reduced |
| HBW Advisory Services LLC | 7,691 | $1.08M | 0.29% | −222−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 7,691 | $1.08M | 0.10% | −717−8.5% | Reduced |
| Retirement Income Solutions, Inc | 7,688 | $1.08M | 0.34% | +6,038+365.9% | Added |
| Financial Advocates Investment Management | 7,668 | $1.08M | 0.08% | −1,189−13.4% | Reduced |
| Clarius Group, LLC | 7,643 | $1.08M | 0.10% | +1,189+18.4% | Added |
| Wendell David Associates Inc | 7,632 | $1.07M | 0.13% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 7,630 | $1.07M | 0.82% | 00.0% | Unchanged |
| Investment House LLC | 7,630 | $1.07M | 0.10% | +75+1.0% | Added |
| Marietta Investment Partners LLC | 7,626 | $1.07M | 0.30% | −100−1.3% | Reduced |
| Sound Financial Strategies Group, LLC | 7,621 | $1.07M | 0.78% | +7,621 | New |
| LMG Wealth Partners, LLC | 7,364 | $1.07M | 0.35% | +7,364 | New |
| Duality Advisers, LP | 7,563 | $1.07M | 0.12% | +7,563 | New |
| Grandview Asset Management LLC | 7,534 | $1.06M | 0.66% | −660−8.1% | Reduced |
| PBMares Wealth Management LLC | 7,498 | $1.06M | 0.43% | −340−4.3% | Reduced |
| Athena Investment Management | 7,493 | $1.06M | 0.77% | −164−2.1% | Reduced |
| Harrison & Co Wealth Management, LLC | 7,492 | $1.06M | 1.02% | +55+0.7% | Added |
| Kistler-Tiffany Companies, LLC | 7,490 | $1.06M | 0.22% | −2,283−23.4% | Reduced |
| Legacy Financial Advisors, Inc. | 7,488 | $1.05M | 0.23% | +1,795+31.5% | Added |
| Beaton Management Co. Inc. | 7,475 | $1.05M | 0.71% | −60−0.8% | Reduced |
| Prostatis Group LLC | 7,451 | $1.05M | 0.64% | +7,451 | New |
| Donald L. Hagan, LLC | 7,448 | $1.05M | 0.66% | +105+1.4% | Added |
| Byrne Asset Management LLC | 7,395 | $1.04M | 0.75% | −1,104−13.0% | Reduced |
| Whitener Capital Management, Inc. | 7,360 | $1.04M | 0.45% | −15−0.2% | Reduced |
| Meridian Management Co | 7,300 | $1.03M | 0.38% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 7,290 | $1.03M | 0.68% | −1,171−13.8% | Reduced |
| David Loasby | 7,062 | $1.03M | 0.14% | +417+6.3% | Added |
| Mission Creek Capital Partners, Inc. | 7,275 | $1.02M | 0.37% | −212−2.8% | Reduced |