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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia Trust Co | 2,760 | $388.9K | 0.04% | −250−8.3% | Reduced |
| ProVise Management Group, LLC | 2,758 | $388.6K | 0.04% | +363+15.2% | Added |
| Integrated Investment Consultants, LLC | 2,752 | $387.7K | 0.13% | −823−23.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,750 | $387.4K | 0.21% | −5−0.2% | Reduced |
| Fort Point Capital Partners LLC | 2,750 | $387.4K | 0.07% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,747 | $387.0K | 0.25% | +2,747 | New |
| Boston Family Office LLC | 2,746 | $387.0K | 0.03% | −2,737−49.9% | Reduced |
| Geller Advisors LLC | 2,745 | $386.7K | 0.07% | −160−5.5% | Reduced |
| Vivaldi Capital Management, LLC | 2,693 | $386.6K | 0.10% | +68+2.6% | Added |
| ARS Investment Partners, LLC | 2,740 | $386.0K | 0.05% | −2,531−48.0% | Reduced |
| Contravisory Investment Management, Inc. | 2,727 | $384.2K | 0.11% | +369+15.6% | Added |
| Advance Capital Management, Inc. | 2,726 | $384.0K | 0.05% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 2,725 | $383.9K | 0.16% | −570−17.3% | Reduced |
| IMA Wealth, Inc. | 2,724 | $383.8K | 0.10% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 2,730 | $383.3K | 0.13% | +653+31.4% | Added |
| LMR Partners LLP | 2,701 | $380.5K | 0.01% | +2,701 | New |
| Eagle Capital Management LLC | 2,700 | $380.4K | 0.00% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,698 | $380.1K | 0.02% | −201−6.9% | Reduced |
| Echo Street Capital Management LLC | 2,694 | $379.6K | 0.00% | +2,694 | New |
| Lebenthal Global Advisors, LLC | 2,688 | $378.7K | 0.12% | −2,194−44.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,685 | $378.3K | 0.12% | +2,685 | New |
| TriaGen Wealth Management LLC | 2,684 | $378.1K | 0.21% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,685 | $378.0K | 0.01% | −156−5.5% | Reduced |
| Aveo Capital Partners, LLC | 2,674 | $376.7K | 0.06% | +396+17.4% | Added |
| Cedrus LLC | 2,671 | $376.3K | 0.30% | +982+58.1% | Added |
| Spirit of America Management Corp | 2,668 | $375.9K | 0.08% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,651 | $373.5K | 0.83% | +2,651 | New |
| SOA Wealth Advisors, LLC. | 2,647 | $372.9K | 0.10% | −4−0.2% | Reduced |
| Warwick Investment Management, Inc. | 2,642 | $372.3K | 0.15% | +10.0% | Added |
| Gillespie Robinson & Grimm Inc | 2,643 | $372.0K | 0.04% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 2,636 | $371.4K | 0.34% | +656+33.1% | Added |
| Novare Capital Management LLC | 2,625 | $369.9K | 0.04% | −1,674−38.9% | Reduced |
| Genesee Capital Advisors, LLC | 2,616 | $368.6K | 0.27% | −34−1.3% | Reduced |
| NorthLanding Financial Partners, LLC | 2,613 | $368.0K | 0.26% | +43+1.7% | Added |
| LaSalle St. Investment Advisors, LLC | 2,613 | $368.0K | 0.17% | +2,613 | New |
| Tiemann Investment Advisors, LLC | 2,607 | $367.3K | 0.22% | +225+9.4% | Added |
| S.C. Financial Services, Inc. | 2,606 | $367.1K | 0.56% | +233+9.8% | Added |
| Marble Harbor Investment Counsel, LLC | 2,604 | $366.9K | 0.05% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,603 | $366.7K | 0.09% | −211−7.5% | Reduced |
| Optimum Investment Advisors | 2,595 | $365.6K | 0.20% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,590 | $365.0K | 0.09% | +100+4.0% | Added |
| Chatham Capital Group, Inc. | 2,590 | $364.9K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,582 | $364.0K | 0.07% | +11+0.4% | Added |
| Sweet Financial Partners, LLC | 2,577 | $363.1K | 0.11% | +2+0.1% | Added |
| SlateStone Wealth, LLC | 2,575 | $362.8K | 0.09% | +324+14.4% | Added |
| US Asset Management LLC | 2,568 | $362.0K | 0.39% | +2,568 | New |
| Spears Abacus Advisors LLC | 2,560 | $360.7K | 0.03% | −73−2.8% | Reduced |
| Full Sail Capital, LLC | 2,553 | $359.7K | 0.03% | +8+0.3% | Added |
| Bigelow Investment Advisors, LLC | 2,550 | $359.3K | 0.21% | −35−1.4% | Reduced |
| Coastal Capital Group, Inc. | 3,016 | $358.4K | 0.10% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 2,539 | $357.7K | 0.21% | −7−0.3% | Reduced |
| RB Capital Management, LLC | 2,539 | $357.7K | 0.13% | +23+0.9% | Added |
| Summitry LLC | 2,534 | $357.0K | 0.03% | −216−7.9% | Reduced |
| Institutional & Family Asset Management, LLC | 2,533 | $356.9K | 0.06% | +4+0.2% | Added |
| First Heartland Consultants, Inc. | 2,528 | $356.3K | 0.06% | −118−4.5% | Reduced |
| Austin Private Wealth, LLC | 2,526 | $355.9K | 0.06% | −200−7.3% | Reduced |
| WealthShield Partners, LLC | 2,525 | $355.8K | 0.07% | −1,218−32.5% | Reduced |
| Magnus Financial Group LLC | 2,520 | $355.0K | 0.06% | −114−4.3% | Reduced |
| Birchcreek Wealth Management, LLC | 2,518 | $354.8K | 0.32% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 2,514 | $354.2K | 0.19% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 2,513 | $354.0K | 0.50% | +2,513 | New |
| Windsor Capital Management, LLC | 2,505 | $352.9K | 0.13% | +9+0.4% | Added |
| Barrett & Company, Inc. | 2,504 | $352.8K | 0.23% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,504 | $352.7K | 0.03% | +40+1.6% | Added |
| LVZ Advisors, Inc. | 2,503 | $352.6K | 0.06% | +116+4.9% | Added |
| Beck Mack & Oliver LLC | 2,500 | $352.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,501 | $352.0K | 0.07% | −452−15.3% | Reduced |
| Birinyi Associates Inc | 2,500 | $352.0K | 0.17% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,450 | $351.7K | 0.20% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 2,496 | $351.6K | 0.27% | +176+7.6% | Added |
| Tortoise Investment Management, LLC | 2,495 | $351.5K | 0.06% | +53+2.2% | Added |
| D. Scott Neal, Inc. | 2,494 | $351.4K | 0.17% | −159−6.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,492 | $351.1K | 0.12% | −86−3.3% | Reduced |
| Sepio Capital, LP | 2,482 | $349.7K | 0.03% | +390+18.6% | Added |
| MPS Loria Financial Planners, LLC | 2,480 | $349.4K | 0.16% | +116+4.9% | Added |
| Builder Investment Group Inc | 2,475 | $348.7K | 0.17% | +2,475 | New |
| LaFleur & Godfrey LLC | 2,472 | $348.3K | 0.06% | +125+5.3% | Added |
| CKW Financial Group | 2,470 | $348.0K | 0.06% | −312−11.2% | Reduced |
| Lodestar Private Asset Management LLC | 2,464 | $347.2K | 0.07% | +2,464 | New |
| Hemington Wealth Management | 2,463 | $347.0K | 0.15% | +235+10.5% | Added |
| Eagle Bay Advisors LLC | 2,458 | $346.3K | 0.19% | +494+25.2% | Added |
| Central Bank & Trust Co | 2,455 | $345.9K | 0.07% | +29+1.2% | Added |
| V Wealth Advisors LLC | 2,452 | $345.4K | 0.07% | +174+7.6% | Added |
| Pinnacle Bancorp, Inc. | 2,449 | $345.0K | 0.13% | −20−0.8% | Reduced |
| Armbruster Capital Management, Inc. | 2,444 | $344.3K | 0.09% | 00.0% | Unchanged |
| Mairs & Power Inc | 2,442 | $344.1K | 0.00% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 2,435 | $343.1K | 0.28% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,434 | $342.9K | 0.20% | +2,434 | New |
| Affinity Capital Advisors, LLC | 2,423 | $341.4K | 0.12% | +3+0.1% | Added |
| ICA Group Wealth Management, LLC | 2,417 | $340.5K | 0.08% | −1,569−39.4% | Reduced |
| JT Stratford LLC | 2,415 | $340.2K | 0.11% | +480+24.8% | Added |
| Chemung Canal Trust Co | 2,414 | $340.0K | 0.08% | 00.0% | Unchanged |
| Windsor Group LTD | 2,366 | $340.0K | 0.07% | +21+0.9% | Added |
| Sinecera Capital, LLC | 2,410 | $339.5K | 0.37% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2,410 | $339.5K | 0.42% | +2,410 | New |
| Greenspring Advisors, LLC | 2,406 | $339.0K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,400 | $338.1K | 0.03% | −279−10.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 2,400 | $338.1K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,400 | $338.0K | 0.20% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,558 | $338.0K | 0.27% | +166+6.9% | Added |