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 |
|---|---|---|---|---|---|
| Vaughan & Co Securities, Inc. | 6,111 | $861.0K | 0.69% | −278−4.4% | Reduced |
| Peterson Financial Group, Inc. | 6,111 | $861.0K | 1.14% | −2,937−32.5% | Reduced |
| Summit Asset Management, LLC | 6,094 | $858.6K | 0.25% | −13−0.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 6,069 | $855.0K | 0.26% | +142+2.4% | Added |
| Beacon Financial Group | 6,052 | $855.0K | 0.12% | +163+2.8% | Added |
| Investors Research Corp | 6,062 | $854.1K | 0.23% | −75−1.2% | Reduced |
| Lion Street Advisors, LLC | 6,801 | $850.8K | 0.45% | −1,674−19.8% | Reduced |
| Granite Investment Partners, LLC | 6,028 | $849.3K | 0.04% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 6,024 | $848.7K | 0.64% | +3,111+106.8% | Added |
| Arkadios Wealth Advisors | 6,022 | $848.4K | 0.11% | −76−1.2% | Reduced |
| Sentry Investment Management LLC | 6,009 | $847.0K | 0.37% | −48−0.8% | Reduced |
| Northcape Wealth Management, LLC | 5,990 | $844.0K | 0.47% | −10,075−62.7% | Reduced |
| Burt Wealth Advisors | 5,984 | $843.1K | 0.28% | +504+9.2% | Added |
| IVC Wealth Advisors LLC | 5,976 | $842.0K | 0.62% | +113+1.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 5,974 | $841.6K | 0.57% | −143−2.3% | Reduced |
| Manchester Capital Management LLC | 5,969 | $841.0K | 0.12% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 5,959 | $839.6K | 0.07% | −24−0.4% | Reduced |
| First County Bank | 5,959 | $839.6K | 0.40% | +5,959 | New |
| Venturi Wealth Management, LLC | 5,958 | $839.4K | 0.07% | −81−1.3% | Reduced |
| Weil Company, Inc. | 5,935 | $836.2K | 0.38% | +10.0% | Added |
| Coco Enterprises, LLC | 5,933 | $836.0K | 0.70% | +226+4.0% | Added |
| Aptus Capital Advisors, LLC | 5,915 | $833.4K | 0.03% | +11+0.2% | Added |
| Uncommon Cents Investing LLC | 5,915 | $833.4K | 0.31% | +40+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,906 | $832.1K | 0.07% | +3,147+114.1% | Added |
| Icon Advisers Inc | 5,900 | $831.3K | 0.21% | +5,900 | New |
| Financial Partners Group, LLC | 5,890 | $829.8K | 0.49% | +5,890 | New |
| Strategic Blueprint, LLC | 5,885 | $829.1K | 0.10% | +127+2.2% | Added |
| Obsidian Personal Planning Solutions LLC | 5,869 | $827.0K | 1.33% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 5,861 | $825.8K | 0.52% | +5,861 | New |
| Pictet & Cie (Europe) SA | 5,860 | $825.6K | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 5,847 | $823.7K | 0.09% | −60−1.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,823 | $820.5K | 0.39% | −99−1.7% | Reduced |
| Roman Butler Fullerton & Co | 5,641 | $819.0K | 0.42% | +735+15.0% | Added |
| Harvest Volatility Management LLC | 5,811 | $818.7K | 0.17% | −1,219−17.3% | Reduced |
| Accurate Wealth Management, LLC | 5,650 | $818.1K | 0.30% | +877+18.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,802 | $817.5K | 0.37% | −5,129−46.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,801 | $817.3K | 0.13% | 00.0% | Unchanged |
| CX Institutional | 5,795 | $816.4K | 0.05% | +2,254+63.7% | Added |
| Caldwell Sutter Capital, Inc. | 5,787 | $815.3K | 0.72% | +5,787 | New |
| Firestone Capital Management | 5,786 | $815.2K | 0.30% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,779 | $814.2K | 0.10% | −1,333−18.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,777 | $813.9K | 0.24% | +163+2.9% | Added |
| TRUE Private Wealth Advisors | 5,749 | $810.0K | 0.12% | +11+0.2% | Added |
| Baystate Wealth Management LLC | 5,745 | $809.0K | 0.07% | +67+1.2% | Added |
| Capital Advisors Inc | 5,729 | $807.1K | 0.02% | +280+5.1% | Added |
| L2 Asset Management, LLC | 5,729 | $807.1K | 0.52% | +259+4.7% | Added |
| Cascade Investment Group, Inc. | 5,724 | $806.5K | 0.84% | +5,724 | New |
| Renaissance Investment Group LLC | 5,695 | $802.4K | 0.24% | −250−4.2% | Reduced |
| Independence Bank of Kentucky | 5,694 | $802.0K | 0.36% | −403−6.6% | Reduced |
| Gratus Capital LLC | 5,683 | $800.6K | 0.07% | −194−3.3% | Reduced |
| DoubleLine ETF Adviser LP | 5,679 | $800.1K | 0.41% | +5,679 | New |
| Sawyer & Company, Inc | 5,671 | $799.0K | 0.39% | +47+0.8% | Added |
| Plancorp, LLC | 5,670 | $798.8K | 0.05% | +209+3.8% | Added |
| Clear Creek Financial Management, LLC | 5,659 | $797.2K | 0.18% | +31+0.6% | Added |
| Mount Vernon Associates Inc | 5,655 | $797.0K | 1.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,651 | $796.2K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,648 | $795.7K | 0.83% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 5,641 | $794.7K | 0.06% | −442−7.3% | Reduced |
| Trustcore Financial Services, LLC | 5,639 | $794.5K | 0.07% | +19+0.3% | Added |
| Archer Investment Corp | 5,632 | $793.6K | 0.31% | −262−4.4% | Reduced |
| Benin Management CORP | 5,594 | $788.2K | 0.32% | −495−8.1% | Reduced |
| Strategic Financial Services, Inc, | 5,590 | $787.5K | 0.06% | +384+7.4% | Added |
| Hoylecohen, LLC | 5,581 | $786.3K | 0.08% | +20.0% | Added |
| Kades & Cheifetz LLC | 5,562 | $783.6K | 0.65% | +5,562 | New |
| CoreFirst Bank & Trust | 5,561 | $783.5K | 0.59% | −710−11.3% | Reduced |
| Conning Inc. | 5,544 | $781.1K | 0.03% | −32−0.6% | Reduced |
| Marcum Wealth, LLC | 5,535 | $779.8K | 0.10% | −353−6.0% | Reduced |
| Hexagon Capital Partners LLC | 5,509 | $776.1K | 0.23% | −664−10.8% | Reduced |
| Aspiriant, LLC | 5,507 | $775.9K | 0.04% | −1,236−18.3% | Reduced |
| SG Americas Securities, LLC | 5,504 | $775.0K | 0.01% | −33,342−85.8% | Reduced |
| Toews Corp | 5,500 | $774.9K | 0.38% | −3,800−40.9% | Reduced |
| Hoey Investments, Inc | 5,498 | $774.6K | 0.34% | −385−6.5% | Reduced |
| 9258 Wealth Management, LLC | 5,494 | $774.0K | 0.17% | −96−1.7% | Reduced |
| Vigilant Capital Management, LLC | 5,489 | $773.0K | 0.07% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 5,445 | $767.0K | 0.35% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 5,427 | $764.5K | 0.22% | +72+1.3% | Added |
| Bath Savings Trust Co | 5,404 | $761.0K | 0.10% | −71−1.3% | Reduced |
| Acorn Wealth Advisors, LLC | 5,400 | $761.0K | 0.58% | −20.0% | Reduced |
| True Wealth Design, LLC | 5,397 | $760.4K | 0.35% | +5,397 | New |
| Highland Capital Management, LLC | 5,385 | $759.0K | 0.05% | +1,750+48.1% | Added |
| Cowa, LLC | 5,321 | $758.2K | 0.47% | −69−1.3% | Reduced |
| Focus Financial Network, Inc. | 5,371 | $756.7K | 0.06% | −170−3.1% | Reduced |
| S.E.E.D. Planning Group LLC | 5,365 | $755.8K | 0.33% | −550−9.3% | Reduced |
| MJP Associates Inc | 5,357 | $754.7K | 0.22% | +218+4.2% | Added |
| Oak Asset Management, LLC | 5,349 | $753.7K | 0.34% | −59−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,233 | $751.3K | 0.37% | −330−5.9% | Reduced |
| Beacon Financial Advisory LLC | 5,296 | $746.1K | 0.53% | +109+2.1% | Added |
| Human Investing LLC | 5,259 | $741.0K | 0.19% | −1,535−22.6% | Reduced |
| Cornerstone Advisory, LLC | 5,243 | $738.7K | 0.15% | +3+0.1% | Added |
| First Western Trust Bank | 5,218 | $735.2K | 0.04% | +360+7.4% | Added |
| Stewart & Patten Co LLC | 5,211 | $734.2K | 0.13% | −401−7.1% | Reduced |
| Derbend Asset Management | 5,178 | $729.5K | 0.58% | −752−12.7% | Reduced |
| Massmutual Trust Co FSB | 5,169 | $728.0K | 0.03% | +2,712+110.4% | Added |
| Prentice Wealth Management LLC | 5,165 | $727.8K | 0.37% | −26−0.5% | Reduced |
| Zeke Capital Advisors, LLC | 5,160 | $727.0K | 0.05% | −10−0.2% | Reduced |
| Summit X, LLC | 5,150 | $726.6K | 0.21% | +1,577+44.1% | Added |
| Capstone Financial Advisors, Inc. | 5,145 | $724.9K | 0.06% | −85−1.6% | Reduced |
| DF Dent & Co Inc | 5,109 | $719.8K | 0.01% | +207+4.2% | Added |
| Engineers Gate Manager LP | 5,103 | $719.0K | 0.04% | +5,103 | New |
| Hoxton Planning & Management, LLC | 5,100 | $718.6K | 0.38% | +5,100 | New |