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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 3,678 | $518.2K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,675 | $517.8K | 0.02% | +773+26.6% | Added |
| Capasso Planning Partners LLC | 3,674 | $517.6K | 0.33% | +14+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 3,659 | $515.6K | 0.21% | −194−5.0% | Reduced |
| Wealth Quarterback LLC | 3,659 | $515.5K | 0.43% | +183+5.3% | Added |
| Smith Shellnut Wilson LLC | 3,658 | $515.4K | 0.32% | −72−1.9% | Reduced |
| Geneva Partners, LLC | 3,650 | $514.2K | 0.49% | −160−4.2% | Reduced |
| MV Capital Management, Inc. | 3,627 | $511.0K | 0.08% | +104+3.0% | Added |
| Harvest Portfolios Group Inc. | 3,625 | $510.7K | 0.03% | +3,625 | New |
| Core Wealth Partners LLC | 5,303 | $510.7K | 0.63% | +5,303 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,621 | $510.0K | 0.26% | −15−0.4% | Reduced |
| Fort Pitt Capital Group, LLC | 3,618 | $509.8K | 0.02% | −150−4.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,618 | $509.7K | 0.09% | −13−0.4% | Reduced |
| First International Bank & Trust | 3,610 | $509.0K | 0.17% | −487−11.9% | Reduced |
| Hutchinson Capital Management | 3,607 | $508.2K | 0.13% | −324−8.2% | Reduced |
| Capital Market Strategies LLC | 3,596 | $506.6K | 0.54% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,592 | $506.1K | 0.06% | −60−1.6% | Reduced |
| Quent Capital, LLC | 3,572 | $503.4K | 0.09% | +673+23.2% | Added |
| Gs Investments, Inc. | 3,550 | $500.2K | 0.31% | 00.0% | Unchanged |
| Selway Asset Management | 3,550 | $500.2K | 0.26% | +2,650+294.4% | Added |
| LifeGuide Financial Advisors, LLC | 3,545 | $499.5K | 0.43% | +21+0.6% | Added |
| KFG Wealth Management, LLC | 3,543 | $499.2K | 0.51% | +3,543 | New |
| Smallwood Wealth Investment Management, LLC | 3,528 | $497.1K | 0.42% | −439−11.1% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 3,528 | $497.1K | 0.27% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 3,577 | $497.0K | 0.29% | −63−1.7% | Reduced |
| Concord Wealth Partners | 3,511 | $494.7K | 0.15% | +661+23.2% | Added |
| Earnest Partners LLC | 3,505 | $493.8K | 0.00% | +489+16.2% | Added |
| Legacy Private Trust Co. | 3,505 | $493.8K | 0.04% | −218−5.9% | Reduced |
| Cohen Investment Advisors LLC | 3,503 | $493.5K | 0.41% | +205+6.2% | Added |
| St. Louis Trust Co | 3,500 | $493.1K | 0.10% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 3,500 | $493.1K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 3,500 | $493.1K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 3,496 | $492.6K | 0.35% | 00.0% | Unchanged |
| Clark Estates Inc | 3,491 | $491.8K | 0.10% | 00.0% | Unchanged |
| GDS Wealth Management | 3,489 | $491.6K | 0.09% | −117−3.2% | Reduced |
| RMR Wealth Builders | 3,482 | $490.6K | 0.11% | −475−12.0% | Reduced |
| Ellevest, Inc. | 3,470 | $488.9K | 0.04% | +502+16.9% | Added |
| Oak Hill Wealth Advisors, LLC | 3,462 | $487.8K | 0.20% | +3,462 | New |
| Indiana Trust & Investment Management CO | 3,457 | $487.0K | 0.27% | −38−1.1% | Reduced |
| High Falls Advisors, Inc | 3,456 | $486.9K | 0.15% | +1,298+60.1% | Added |
| Bouchey Financial Group Ltd | 3,455 | $486.8K | 0.07% | −225−6.1% | Reduced |
| First Command Bank | 3,444 | $485.0K | 0.06% | −26−0.7% | Reduced |
| First Command Financial Services, Inc. | 3,444 | $485.0K | 0.06% | −26−0.7% | Reduced |
| Resolute Financial, LLC | 3,442 | $484.9K | 0.41% | +162+4.9% | Added |
| Childress Capital Advisors, LLC | 3,437 | $484.2K | 0.16% | −131−3.7% | Reduced |
| SMART Wealth LLC | 3,428 | $483.0K | 0.36% | +3,428 | New |
| Argent Advisors, Inc. | 3,425 | $482.5K | 0.25% | −249−6.8% | Reduced |
| New Capital Management LP | 3,425 | $482.5K | 0.21% | 00.0% | Unchanged |
| Washington Trust Bank | 3,412 | $481.0K | 0.05% | −337−9.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,411 | $480.6K | 0.04% | +665+24.2% | Added |
| Marex Group plc | 3,400 | $479.6K | 0.07% | +3,400 | New |
| Garrison Point Advisors, LLC | 3,395 | $478.3K | 0.39% | −100−2.9% | Reduced |
| Aspen Investment Management Inc | 3,393 | $478.0K | 0.31% | −3,176−48.3% | Reduced |
| McGuire Investment Group, LLC | 3,386 | $477.1K | 0.10% | −50−1.5% | Reduced |
| Valley National Advisers Inc | 3,284 | $477.0K | 0.09% | +12+0.4% | Added |
| Abbrea Capital, LLC | 3,371 | $474.9K | 0.09% | +380+12.7% | Added |
| Baron Financial Group, LLC | 3,370 | $474.8K | 0.31% | +5+0.1% | Added |
| Gradient Investments LLC | 3,369 | $474.7K | 0.01% | −116−3.3% | Reduced |
| Financial Engines Advisors L.L.C. | 3,367 | $474.4K | 0.00% | +215+6.8% | Added |
| McDaniel Terry & Co | 3,365 | $474.0K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,361 | $473.5K | 0.16% | +637+23.4% | Added |
| Hemenway Trust Co LLC | 3,350 | $472.0K | 0.05% | +76+2.3% | Added |
| Avestar Capital, LLC | 3,349 | $471.9K | 0.10% | +472+16.4% | Added |
| Wealthquest Corp | 3,347 | $471.6K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 3,333 | $470.0K | 0.01% | −1,500−31.0% | Reduced |
| Ballast Advisors LLC | 3,324 | $468.4K | 0.21% | −106−3.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,323 | $468.2K | 0.07% | −326−8.9% | Reduced |
| Altshuler Shaham Ltd | 3,317 | $467.3K | 0.02% | +283+9.3% | Added |
| PDS Planning, Inc | 3,312 | $466.6K | 0.07% | −8−0.2% | Reduced |
| Miramar Capital, LLC | 3,311 | $466.5K | 0.12% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,310 | $466.3K | 0.40% | −500−13.1% | Reduced |
| Bridge Creek Capital Management LLC | 3,310 | $466.3K | 0.18% | 00.0% | Unchanged |
| One Capital Management, LLC | 3,309 | $466.2K | 0.02% | −291−8.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 3,308 | $466.0K | 0.34% | +33+1.0% | Added |
| Callahan Advisors, LLC | 3,304 | $465.5K | 0.06% | −156−4.5% | Reduced |
| Westshore Wealth, LLC | 3,300 | $464.9K | 0.26% | 00.0% | Unchanged |
| Kendall Capital Management | 3,295 | $464.0K | 0.23% | +120+3.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,204 | $463.9K | 0.31% | −1,131−26.1% | Reduced |
| Weaver Consulting Group | 3,290 | $463.5K | 0.24% | +1,605+95.3% | Added |
| Everhart Financial Group, Inc. | 3,289 | $463.4K | 0.23% | +65+2.0% | Added |
| Gilbert & Cook, Inc. | 3,287 | $463.1K | 0.08% | +42+1.3% | Added |
| Formidable Asset Management, LLC | 3,286 | $463.0K | 0.10% | 00.0% | Unchanged |
| First United Bank Trust | 3,282 | $462.4K | 0.23% | −25−0.8% | Reduced |
| LCNB Corp | 3,280 | $462.1K | 0.21% | +20+0.6% | Added |
| Missouri Trust & Investment Co | 3,272 | $461.0K | 0.28% | +64+2.0% | Added |
| Insigneo Advisory Services, LLC | 3,264 | $460.0K | 0.17% | +3,264 | New |
| Accredited Investors Inc. | 3,258 | $459.1K | 0.04% | −198−5.7% | Reduced |
| Boyd Watterson Asset Management LLC | 3,251 | $458.0K | 0.19% | −3,872−54.4% | Reduced |
| Klingman & Associates, LLC | 3,244 | $457.0K | 0.04% | −47−1.4% | Reduced |
| Boston Common Asset Management, LLC | 3,237 | $456.0K | 0.02% | +79+2.5% | Added |
| Landmark Financial Advisors, LLC | 3,236 | $455.9K | 0.21% | +683+26.8% | Added |
| Mechanics Financial Corp | 3,225 | $454.0K | 0.27% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,218 | $453.3K | 0.29% | +3,218 | New |
| Syntegra Private Wealth Group, LLC | 3,214 | $452.8K | 0.09% | +3,214 | New |
| Prosperity Wealth Management, Inc. | 3,195 | $450.1K | 0.45% | +3,195 | New |
| Smith, Moore & Co. | 3,193 | $449.9K | 0.06% | +18+0.6% | Added |
| Biltmore Family Office, LLC | 3,189 | $449.3K | 0.09% | −2−0.1% | Reduced |
| Bremer Bank National Association | 3,188 | $449.0K | 0.09% | +357+12.6% | Added |
| Wambolt & Associates, LLC | 3,175 | $447.4K | 0.17% | −78−2.4% | Reduced |
| Putnam Investments LLC | 3,171 | $446.8K | 0.00% | −1,169−26.9% | Reduced |