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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 2,390 | $336.7K | 0.24% | −482−16.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,384 | $336.7K | 0.16% | +2,384 | New |
| CMG Global Holdings, LLC | 2,388 | $336.4K | 0.32% | +3+0.1% | Added |
| Verus Capital Partners, LLC | 2,385 | $336.0K | 0.06% | −1,269−34.7% | Reduced |
| Keystone Financial Group | 2,381 | $335.4K | 0.07% | +316+15.3% | Added |
| Dakota Wealth Management | 2,371 | $334.1K | 0.02% | −7,639−76.3% | Reduced |
| Future Financial Wealth Managment LLC | 2,370 | $333.8K | 0.38% | +8+0.3% | Added |
| Prelude Capital Management, LLC | 2,361 | $332.6K | 0.02% | +111+4.9% | Added |
| Capital Financial Planning, LLC | 2,356 | $331.9K | 0.13% | +8+0.3% | Added |
| Oarsman Capital, Inc. | 2,348 | $330.8K | 0.17% | +25+1.1% | Added |
| Progressive Investment Management Corp | 2,344 | $330.2K | 0.13% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,333 | $328.7K | 0.11% | +2,333 | New |
| JGP Wealth Management, LLC | 2,333 | $328.7K | 0.06% | −7−0.3% | Reduced |
| Vantage Consulting Group Inc | 2,331 | $328.4K | 0.19% | +2,331 | New |
| Syntax Advisors, LLC | 2,331 | $328.4K | 0.27% | +2,331 | New |
| Tealwood Asset Management Inc | 2,327 | $328.0K | 0.17% | +2+0.1% | Added |
| Smith, Salley & Associates | 2,328 | $328.0K | 0.03% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 2,328 | $328.0K | 0.10% | +435+23.0% | Added |
| Mattern Wealth Management LLC | 2,327 | $327.9K | 0.13% | 00.0% | Unchanged |
| Bank of Stockton | 2,320 | $327.0K | 0.11% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 2,245 | $326.1K | 0.02% | +2+0.1% | Added |
| Southeast Asset Advisors Inc. | 2,306 | $324.9K | 0.05% | −500−17.8% | Reduced |
| Rowland & Co Investment Counsel | 2,295 | $324.9K | 0.08% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,304 | $324.6K | 0.27% | −2,120−47.9% | Reduced |
| Heron Financial Group, LLC | 2,299 | $324.4K | 0.22% | −150−6.1% | Reduced |
| Vicus Capital | 2,296 | $323.5K | 0.04% | −19,276−89.4% | Reduced |
| Bill Few Associates, Inc. | 2,295 | $323.3K | 0.19% | +150+7.0% | Added |
| Financial Management Network Inc | 2,257 | $321.8K | 0.14% | +215+10.5% | Added |
| Buffington Mohr McNeal | 2,275 | $320.5K | 0.07% | −300−11.7% | Reduced |
| Harbor Advisory Corp | 2,270 | $319.8K | 0.13% | 00.0% | Unchanged |
| First Interstate Bank | 2,260 | $319.0K | 0.02% | −213−8.6% | Reduced |
| Peak Asset Management, LLC | 2,258 | $318.1K | 0.08% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 2,244 | $316.2K | 0.16% | −370−14.2% | Reduced |
| Apella Capital, LLC | 2,235 | $314.9K | 0.03% | +141+6.7% | Added |
| Leisure Capital Management | 2,226 | $313.6K | 0.16% | +27+1.2% | Added |
| MSH Capital Advisors LLC | 2,220 | $312.8K | 0.14% | −780−26.0% | Reduced |
| Coastline Trust Co | 2,203 | $310.4K | 0.05% | −3,780−63.2% | Reduced |
| Loomis Sayles & Co L P | 2,195 | $309.0K | 0.00% | +364+19.9% | Added |
| Lane & Associates LLC | 2,190 | $308.5K | 0.29% | +2,190 | New |
| TCWP LLC | 2,188 | $308.4K | 0.06% | −104−4.5% | Reduced |
| DMG Group, LLC | 2,172 | $307.0K | 0.35% | +295+15.7% | Added |
| First Business Financial Services, Inc. | 2,179 | $307.0K | 0.04% | +334+18.1% | Added |
| Sterling Financial Planning, Inc. | 2,177 | $306.8K | 0.18% | −56−2.5% | Reduced |
| Wintrust Investments LLC | 2,173 | $306.0K | 0.04% | +82+3.9% | Added |
| Etfidea, LLC | 2,170 | $305.7K | 0.14% | −120−5.2% | Reduced |
| Paulson Wealth Management Inc. | 2,163 | $304.7K | 0.15% | −79−3.5% | Reduced |
| Broderick Brian C | 2,162 | $304.6K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,161 | $304.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,159 | $304.2K | 0.06% | +19+0.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,152 | $303.1K | 0.10% | +2,152 | New |
| Family Management Corp | 2,149 | $302.8K | 0.07% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,146 | $302.4K | 0.24% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,145 | $302.2K | 0.33% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,134 | $301.0K | 0.00% | −600−21.9% | Reduced |
| Insight 2811, Inc. | 2,135 | $301.0K | 0.19% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,132 | $300.4K | 0.01% | −13,616−86.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,131 | $300.2K | 0.03% | +112+5.5% | Added |
| MA Private Wealth | 2,128 | $299.8K | 0.07% | +9+0.4% | Added |
| Riverview Trust Co | 2,122 | $299.0K | 0.28% | +586+38.2% | Added |
| Prudent Investors Network | 2,118 | $298.4K | 0.14% | 00.0% | Unchanged |
| Bridgeworth, LLC | 2,113 | $297.7K | 0.05% | +12+0.6% | Added |
| Salomon & Ludwin, LLC | 2,110 | $297.3K | 0.04% | +270+14.7% | Added |
| Retirement Investment Advisors, Inc. | 2,110 | $297.3K | 0.19% | +2,110 | New |
| AllSquare Wealth Management LLC | 2,109 | $297.2K | 0.20% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,107 | $296.9K | 0.08% | −151−6.7% | Reduced |
| Holistic Financial Partners | 2,107 | $296.9K | 0.27% | 00.0% | Unchanged |
| United Community Bank | 2,105 | $296.6K | 0.29% | −52−2.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,100 | $295.9K | 0.10% | +10.0% | Added |
| FinTrust Capital Advisors, LLC | 2,099 | $295.8K | 0.07% | −130−5.8% | Reduced |
| Phoenix Wealth Advisors | 2,095 | $295.2K | 0.18% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,097 | $295.0K | 0.10% | +6+0.3% | Added |
| Saratoga Research & Investment Management | 2,087 | $294.0K | 0.01% | −54−2.5% | Reduced |
| Pallas Capital Advisors LLC | 2,082 | $294.0K | 0.03% | +19+0.9% | Added |
| Investment Advisory Group, LLC | 2,084 | $293.6K | 0.18% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 2,083 | $293.5K | 0.08% | +95+4.8% | Added |
| Rock Creek Group, LP | 2,082 | $293.3K | 0.04% | −922−30.7% | Reduced |
| Flaharty Asset Management, LLC | 2,082 | $293.3K | 0.05% | +2,082 | New |
| VisionPoint Advisory Group, LLC | 2,135 | $293.2K | 0.12% | −55−2.5% | Reduced |
| Marietta Wealth Management, LLC | 2,076 | $292.5K | 0.07% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,074 | $292.2K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 2,073 | $292.0K | 0.15% | +304+17.2% | Added |
| Cambridge Advisors Inc. | 2,069 | $291.5K | 0.08% | −355−14.6% | Reduced |
| Almanack Investment Partners, LLC. | 2,066 | $291.0K | 0.06% | −3,547−63.2% | Reduced |
| RS Crum Inc. | 2,063 | $290.7K | 0.14% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,055 | $289.5K | 0.14% | −2,640−56.2% | Reduced |
| Vista Capital Partners, Inc. | 2,054 | $289.3K | 0.05% | −68−3.2% | Reduced |
| Triad Financial Advisors, Inc. | 2,049 | $288.7K | 0.13% | +4+0.2% | Added |
| Journey Advisory Group, LLC | 2,046 | $288.3K | 0.07% | −151−6.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,005 | $288.1K | 0.04% | +5+0.3% | Added |
| Triangle Securities Wealth Management | 2,041 | $287.6K | 0.11% | −654−24.3% | Reduced |
| Systematic Alpha Investments, LLC | 2,040 | $287.4K | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 2,037 | $287.0K | 0.04% | −510−20.0% | Reduced |
| Resonant Capital Advisors, LLC | 2,037 | $287.0K | 0.04% | −78−3.7% | Reduced |
| Five Oceans Advisors | 2,031 | $286.1K | 0.20% | −57−2.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,027 | $285.6K | 0.33% | +10+0.5% | Added |
| Southland Equity Partners LLC | 2,026 | $285.5K | 0.11% | +58+2.9% | Added |
| McGowan Group Asset Management, Inc. | 2,024 | $285.2K | 0.05% | −283−12.3% | Reduced |
| BOS Asset Management, LLC | 2,019 | $284.5K | 0.25% | +2,019 | New |
| Fragasso Group Inc. | 2,018 | $284.3K | 0.03% | +7+0.3% | Added |
| Morris Retirement Advisors, LLC | 2,017 | $284.2K | 0.22% | +118+6.2% | Added |