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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 4,326 | $609.4K | 0.01% | −500−10.4% | Reduced |
| Wealthsource Partners, LLC | 4,320 | $608.7K | 0.04% | −54−1.2% | Reduced |
| Annex Advisory Services, LLC | 4,296 | $605.3K | 0.03% | −550−11.3% | Reduced |
| Invictus Private Wealth, LLC | 4,290 | $604.4K | 0.08% | +4,290 | New |
| PFG Advisors | 4,289 | $604.2K | 0.06% | +123+3.0% | Added |
| Campbell Wealth Management | 4,287 | $604.0K | 0.08% | +4+0.1% | Added |
| Lauterbach Financial Advisors, LLC | 4,275 | $602.3K | 0.54% | +4,275 | New |
| LBMC Investment Advisors, LLC | 4,265 | $600.9K | 0.06% | +18+0.4% | Added |
| Bedel Financial Consulting, Inc. | 4,265 | $600.8K | 0.15% | +191+4.7% | Added |
| Hengehold Capital Management LLC | 4,255 | $599.6K | 0.08% | +919+27.5% | Added |
| Virtue Capital Management, LLC | 4,247 | $598.4K | 0.09% | +2,551+150.4% | Added |
| Armor Investment Advisors, LLC | 4,236 | $596.8K | 0.36% | +36+0.9% | Added |
| Palumbo Wealth Management LLC | 4,236 | $596.8K | 0.47% | +31+0.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,235 | $596.7K | 0.43% | −250−5.6% | Reduced |
| Exos TFP Holdings LLC | 4,227 | $595.5K | 0.17% | +1,989+88.9% | Added |
| NewEdge Wealth, LLC | 4,222 | $594.8K | 0.03% | +2,026+92.3% | Added |
| Signature Wealth Management Partners, LLC | 4,214 | $593.7K | 0.58% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,200 | $592.0K | 0.78% | −379−8.3% | Reduced |
| Nomura Holdings Inc | 4,199 | $592.0K | 0.01% | +3,083+276.3% | Added |
| Penbrook Management LLC | 4,200 | $591.7K | 0.50% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 4,189 | $590.2K | 0.50% | +4,189 | New |
| Somerville Kurt F | 4,187 | $589.9K | 0.11% | −110−2.6% | Reduced |
| Addison Advisors LLC | 4,178 | $588.6K | 0.35% | −210−4.8% | Reduced |
| Heritage Wealth Advisors | 4,172 | $587.8K | 0.03% | −20−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 4,152 | $584.9K | 0.24% | +252+6.5% | Added |
| Insight Advisors, LLC | 4,132 | $584.8K | 0.20% | +106+2.6% | Added |
| Fukoku Mutual Life Insurance Co | 4,150 | $584.7K | 0.05% | −6,000−59.1% | Reduced |
| Raleigh Capital Management Inc. | 4,149 | $584.6K | 0.30% | −42−1.0% | Reduced |
| Naviter Wealth, LLC | 4,130 | $584.4K | 0.16% | +635+18.2% | Added |
| Zions Bancorporation, N.A. | 4,146 | $584.1K | 0.05% | −763−15.5% | Reduced |
| SignalPoint Asset Management, LLC | 4,143 | $584.0K | 0.20% | +4+0.1% | Added |
| Claraphi Advisory Network, LLC | 4,116 | $579.9K | 0.23% | +744+22.1% | Added |
| Cutter & CO Brokerage, Inc. | 4,100 | $577.7K | 0.20% | −449−9.9% | Reduced |
| Dana Investment Advisors, Inc. | 4,084 | $575.4K | 0.03% | +4,084 | New |
| Greenwood Gearhart Inc | 4,081 | $575.0K | 0.08% | −103−2.5% | Reduced |
| Enterprise Financial Services Corp | 4,079 | $574.8K | 0.40% | +43+1.1% | Added |
| Magnolia Capital Management Ltd | 4,057 | $572.0K | 0.56% | +15+0.4% | Added |
| Lafayette Investments, Inc. | 4,055 | $571.3K | 0.16% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,049 | $570.5K | 0.03% | +13+0.3% | Added |
| Carlson Capital Management | 4,037 | $568.8K | 0.04% | −118−2.8% | Reduced |
| High Net Worth Advisory Group LLC | 4,032 | $568.1K | 0.22% | −33−0.8% | Reduced |
| Endurance Wealth Management, Inc. | 4,029 | $568.0K | 0.09% | −123−3.0% | Reduced |
| Davidson Trust Co | 4,024 | $566.9K | 0.50% | −957−19.2% | Reduced |
| EHP Funds Inc. | 4,000 | $564.0K | 0.12% | −1,200−23.1% | Reduced |
| Arvest Trust Co N A | 3,989 | $562.0K | 0.04% | −12−0.3% | Reduced |
| First National Corp | 3,984 | $561.3K | 0.14% | +10.0% | Added |
| BerganKDV Wealth Management, LLC | 3,984 | $561.2K | 0.06% | −334−7.7% | Reduced |
| Mezzasalma Advisors, LLC | 3,982 | $561.0K | 0.49% | −25−0.6% | Reduced |
| Blossom Wealth Management | 3,972 | $559.6K | 2.70% | +397+11.1% | Added |
| Berkshire Bank | 3,969 | $559.2K | 0.17% | −1,915−32.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,968 | $559.1K | 0.34% | +11+0.3% | Added |
| Xcel Wealth Management, LLC | 3,968 | $559.1K | 0.22% | +485+13.9% | Added |
| Eads & Heald Wealth Management | 3,966 | $559.0K | 0.28% | 00.0% | Unchanged |
| West Bancorporation Inc | 3,963 | $558.3K | 0.41% | −56−1.4% | Reduced |
| Terra Nova Asset Management LLC | 3,958 | $557.6K | 0.58% | −104−2.6% | Reduced |
| Old Second National Bank of Aurora | 3,950 | $556.5K | 0.16% | −25−0.6% | Reduced |
| StrategIQ Financial Group, LLC | 3,922 | $552.6K | 0.06% | +517+15.2% | Added |
| Norwood Financial Corp | 3,916 | $551.7K | 0.87% | −30−0.8% | Reduced |
| GM Advisory Group, Inc. | 3,914 | $551.4K | 0.06% | +133+3.5% | Added |
| Sovereign Financial Group, Inc. | 3,910 | $550.8K | 0.22% | +892+29.6% | Added |
| Wallace Advisory Group, LLC | 3,909 | $550.7K | 0.43% | +3,909 | New |
| WMS Partners, LLC | 3,901 | $549.6K | 0.05% | +227+6.2% | Added |
| Norris Perne & French LLP | 3,872 | $545.5K | 0.05% | −49−1.2% | Reduced |
| Greenfield Savings Bank | 3,865 | $544.5K | 0.36% | +8+0.2% | Added |
| MTM Investment Management, LLC | 3,861 | $544.0K | 0.28% | +81+2.1% | Added |
| Professional Advisory Services Inc | 3,863 | $544.0K | 0.09% | 00.0% | Unchanged |
| New Hampshire Trust | 3,861 | $544.0K | 0.14% | +3,861 | New |
| Roth Financial Partners LLC | 3,852 | $543.0K | 0.39% | 00.0% | Unchanged |
| City Holding Co | 3,853 | $542.8K | 0.10% | −750−16.3% | Reduced |
| Northeast Financial Consultants Inc | 3,851 | $542.6K | 0.04% | +4+0.1% | Added |
| E&G Advisors, LP | 3,850 | $542.4K | 0.20% | −20−0.5% | Reduced |
| Premier Asset Management LLC | 3,841 | $541.2K | 0.68% | −475−11.0% | Reduced |
| Advisory Alpha, LLC | 3,837 | $540.6K | 0.04% | +167+4.6% | Added |
| Point72 Middle East FZE | 3,810 | $536.8K | 0.04% | +3,810 | New |
| waypoint wealth counsel | 3,801 | $535.5K | 0.43% | +3,801 | New |
| Reliant Investment Management, LLC | 3,800 | $535.4K | 0.32% | −400−9.5% | Reduced |
| FDx Advisors, Inc. | 3,797 | $535.0K | 0.02% | +1,642+76.2% | Added |
| Mountain Pacific Investment Advisers Inc | 3,782 | $532.8K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,776 | $532.0K | 0.42% | +3,776 | New |
| Empowered Funds, LLC | 3,775 | $531.9K | 0.03% | +3,775 | New |
| SMH Capital Advisors Inc | 3,769 | $531.0K | 0.77% | +84+2.3% | Added |
| Tennessee Valley Asset Management Partners | 3,765 | $530.5K | 0.18% | +36+1.0% | Added |
| Court Place Advisors, LLC | 3,765 | $530.5K | 0.19% | −34−0.9% | Reduced |
| Wimmer Associates 1, LLC | 3,763 | $530.1K | 0.35% | −70−1.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,752 | $528.6K | 0.29% | +2+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 3,750 | $528.3K | 0.20% | +886+30.9% | Added |
| Wealth Architects, LLC | 3,746 | $527.8K | 0.10% | −22−0.6% | Reduced |
| Israel Discount Bank of New York | 3,741 | $527.0K | 0.45% | −151−3.9% | Reduced |
| Simon Quick Advisors, LLC | 3,739 | $526.8K | 0.06% | +501+15.5% | Added |
| St Germain D J Co Inc | 12,497 | $526.8K | 0.18% | +4,070+48.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,734 | $526.1K | 0.15% | +1,481+65.7% | Added |
| 44 Wealth Management LLC | 3,731 | $525.6K | 0.18% | +831+28.7% | Added |
| Trinity Legacy Partners, LLC | 3,723 | $524.5K | 0.21% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,718 | $523.8K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,717 | $523.6K | 0.12% | −15−0.4% | Reduced |
| YHB Investment Advisors, Inc. | 3,710 | $522.7K | 0.06% | +101+2.8% | Added |
| Fortitude Advisory Group L.L.C. | 3,710 | $522.7K | 0.45% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,700 | $521.0K | 0.09% | +3,700 | New |
| Capital Advisors, Ltd. LLC | 3,853 | $520.0K | 0.09% | +340+9.7% | Added |
| CRA Financial Services, LLC | 3,679 | $518.4K | 0.17% | +5+0.1% | Added |