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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 7,273 | $1.02M | 0.04% | −44−0.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,254 | $1.02M | 0.64% | −20−0.3% | Reduced |
| Boothe Investment Group, Inc. | 7,244 | $1.02M | 0.99% | +533+7.9% | Added |
| Cozad Asset Management Inc | 7,199 | $1.01M | 0.14% | +4,308+149.0% | Added |
| Mill Capital Management, LLC | 7,198 | $1.01M | 0.11% | 00.0% | Unchanged |
| Rossmore Private Capital | 7,194 | $1.01M | 0.16% | +100+1.4% | Added |
| Warner Financial, Inc | 7,175 | $1.01M | 0.77% | +4+0.1% | Added |
| Main Street Financial Solutions, LLC | 7,160 | $1.01M | 0.16% | +587+8.9% | Added |
| Washington Capital Management Inc | 7,140 | $1.01M | 0.93% | −285−3.8% | Reduced |
| NorthRock Partners, LLC | 7,125 | $1.00M | 0.11% | −264−3.6% | Reduced |
| Summit Financial Group Inc | 7,116 | $1.00M | 0.40% | −125−1.7% | Reduced |
| Kovack Advisors, Inc. | 7,081 | $997.6K | 0.15% | −885−11.1% | Reduced |
| Ategra Capital Management, LLC | 7,071 | $996.2K | 0.52% | 00.0% | Unchanged |
| Range Financial Group LLC | 7,051 | $993.4K | 0.68% | +272+4.0% | Added |
| Hodges Capital Management Inc. | 7,050 | $993.0K | 0.09% | +327+4.9% | Added |
| Trustco Bank Corp N Y | 7,022 | $989.3K | 1.09% | −20.0% | Reduced |
| Papp L Roy & Associates | 7,018 | $988.8K | 0.14% | −43−0.6% | Reduced |
| Lake Street Financial LLC | 7,015 | $988.3K | 0.20% | +78+1.1% | Added |
| Onyx Bridge Wealth Group LLC | 6,840 | $983.0K | 0.40% | −77−1.1% | Reduced |
| Day & Ennis, LLC | 6,973 | $982.4K | 0.38% | +180+2.6% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,957 | $980.2K | 0.70% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 6,956 | $980.1K | 0.23% | +669+10.6% | Added |
| M. Kraus & Co | 6,951 | $979.3K | 0.36% | −94−1.3% | Reduced |
| MONECO Advisors, LLC | 6,932 | $976.7K | 0.35% | +34+0.5% | Added |
| Meritage Portfolio Management | 6,928 | $976.0K | 0.08% | +212+3.2% | Added |
| Claro Advisors LLC | 6,925 | $975.7K | 0.32% | +626+9.9% | Added |
| Redmond Asset Management, LLC | 6,925 | $975.6K | 0.35% | −583−7.8% | Reduced |
| Northern Financial Advisors Inc | 6,916 | $974.4K | 1.10% | +6,916 | New |
| Thrive Wealth Management, LLC | 6,908 | $973.2K | 0.28% | +587+9.3% | Added |
| Headinvest, LLC | 6,897 | $971.7K | 0.22% | −40−0.6% | Reduced |
| Weatherly Asset Management L. P. | 6,879 | $969.1K | 0.13% | −589−7.9% | Reduced |
| TCI Wealth Advisors, Inc. | 6,852 | $965.4K | 0.13% | +880+14.7% | Added |
| Atlas Brown,Inc. | 6,851 | $965.2K | 0.47% | −635−8.5% | Reduced |
| First National Bank | 6,822 | $961.2K | 0.81% | −938−12.1% | Reduced |
| SOL Capital Management CO | 6,821 | $961.0K | 0.17% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 6,809 | $959.3K | 0.22% | −1,441−17.5% | Reduced |
| Cobblestone Capital Advisors LLC | 6,807 | $959.0K | 0.07% | −18−0.3% | Reduced |
| Old North State Trust, LLC | 6,804 | $959.0K | 0.63% | +2,800+69.9% | Added |
| Fort Sheridan Advisors LLC | 6,806 | $958.9K | 0.31% | −400−5.6% | Reduced |
| Anchor Investment Management, LLC | 6,752 | $951.3K | 0.14% | +470+7.5% | Added |
| Mystic Asset Management, Inc. | 6,742 | $949.9K | 0.54% | +310+4.8% | Added |
| Lakeview Capital Partners, LLC | 6,998 | $946.8K | 0.30% | −693−9.0% | Reduced |
| Pinnacle Family Advisors, LLC | 6,697 | $943.5K | 0.67% | −157−2.3% | Reduced |
| Meitav Dash Investments Ltd | 6,709 | $942.5K | 0.02% | 00.0% | Unchanged |
| Straight Path Wealth Management | 6,686 | $942.0K | 0.90% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,678 | $940.9K | 0.06% | +170+2.6% | Added |
| Family Firm, Inc. | 6,674 | $940.3K | 0.27% | +14+0.2% | Added |
| Laurel Wealth Advisors LLC | 6,666 | $939.1K | 0.22% | −63−0.9% | Reduced |
| Innovis Asset Management LLC | 6,648 | $936.6K | 0.42% | +6,648 | New |
| Capital Asset Advisory Services LLC | 6,555 | $935.8K | 0.07% | −631−8.8% | Reduced |
| Todd Asset Management LLC | 6,633 | $934.5K | 0.02% | +78+1.2% | Added |
| Mogy Joel R Investment Counsel Inc | 6,622 | $933.0K | 0.09% | −160−2.4% | Reduced |
| Centiva Capital, LP | 6,595 | $929.2K | 0.08% | +1,274+23.9% | Added |
| S. R. Schill & Associates | 6,590 | $928.5K | 0.46% | +1,281+24.1% | Added |
| First Foundation Advisors | 6,587 | $928.0K | 0.04% | −104−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,583 | $927.5K | 0.16% | +880+15.4% | Added |
| Arrow Financial Corp | 6,569 | $925.0K | 0.13% | −274−4.0% | Reduced |
| Investment Partners, Ltd. | 6,559 | $924.1K | 0.49% | −9,043−58.0% | Reduced |
| Bluefin Capital Management, LLC | 6,515 | $917.9K | 0.16% | −4,135−38.8% | Reduced |
| Adviser Investments LLC | 6,316 | $917.5K | 0.02% | +388+6.5% | Added |
| Armstrong Henry H Associates Inc | 6,507 | $916.8K | 0.11% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 6,498 | $916.0K | 0.41% | −135−2.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,500 | $915.8K | 0.67% | +6,500 | New |
| Invst, LLC | 6,794 | $915.4K | 0.14% | −9−0.1% | Reduced |
| Appleton Partners Inc | 6,496 | $915.0K | 0.09% | −1,311−16.8% | Reduced |
| Citizens National Bank Trust Department | 6,490 | $914.0K | 0.26% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,486 | $913.8K | 0.10% | +1,846+39.8% | Added |
| DFPG Investments, LLC | 6,286 | $913.1K | 0.15% | +4,462+244.6% | Added |
| Jeppson Wealth Management, LLC | 6,463 | $910.6K | 0.38% | −69−1.1% | Reduced |
| Gsa Capital Partners LLP | 6,448 | $908.0K | 0.11% | +6,448 | New |
| Ironwood Investment Management LLC | 6,444 | $907.9K | 0.60% | −915−12.4% | Reduced |
| Meridian Wealth Advisors, LLC | 6,432 | $906.3K | 0.23% | −199−3.0% | Reduced |
| Adirondack Trust Co | 6,428 | $905.6K | 0.47% | 00.0% | Unchanged |
| Patten Group, Inc. | 6,415 | $903.8K | 0.28% | +1,334+26.3% | Added |
| Cable Hill Partners, LLC | 6,388 | $900.0K | 0.16% | +677+11.9% | Added |
| Wills Financial Group, Inc. | 6,386 | $899.7K | 0.51% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,372 | $897.8K | 0.41% | −1,082−14.5% | Reduced |
| Hancock Whitney Corp | 6,357 | $896.0K | 0.03% | −696−9.9% | Reduced |
| Wedmont Private Capital | 6,232 | $895.5K | 0.13% | +1,117+21.8% | Added |
| XTX Topco Ltd | 6,352 | $894.9K | 0.19% | +6,352 | New |
| TBH Global Asset Management, LLC | 6,346 | $894.1K | 0.22% | +2,104+49.6% | Added |
| Keudell/Morrison Wealth Management | 6,331 | $892.0K | 0.29% | −7−0.1% | Reduced |
| Certified Advisory Corp | 6,330 | $891.9K | 0.18% | −49−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 6,321 | $890.6K | 0.19% | +589+10.3% | Added |
| Equitable Trust Co | 6,320 | $890.4K | 0.07% | −856−11.9% | Reduced |
| Perfromance Wealth Partners, LLC | 6,313 | $889.4K | 0.05% | −102−1.6% | Reduced |
| MBA Advisors LLC | 6,303 | $888.0K | 0.58% | +78+1.3% | Added |
| Parcion Private Wealth LLC | 6,300 | $887.6K | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,284 | $885.4K | 0.07% | −215−3.3% | Reduced |
| Peoples Financial Services Corp. | 6,279 | $884.6K | 0.41% | −800−11.3% | Reduced |
| Capstone Triton Financial Group, LLC | 6,278 | $884.5K | 0.71% | +159+2.6% | Added |
| Boston Financial Mangement LLC | 6,265 | $882.7K | 0.04% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 6,225 | $877.0K | 0.22% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,196 | $873.0K | 0.14% | −317−4.9% | Reduced |
| RIA Advisory Group LLC | 6,384 | $872.6K | 0.51% | +6,384 | New |
| Tectonic Advisors LLC | 6,186 | $871.5K | 0.14% | +483+8.5% | Added |
| TrimTabs Asset Management, LLC | 6,167 | $868.9K | 0.57% | −138−2.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,160 | $867.9K | 0.38% | +6,160 | New |
| Wealth Alliance | 6,132 | $863.9K | 0.15% | −280−4.4% | Reduced |
| RSM US Wealth Management LLC | 6,101 | $861.5K | 0.04% | +382+6.7% | Added |