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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 1,738 | $244.9K | 0.15% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,736 | $244.6K | 0.07% | +1,736 | New |
| Kowal Investment Group, LLC | 1,734 | $244.4K | 0.07% | −606−25.9% | Reduced |
| Flynn Zito Capital Management, LLC | 1,734 | $244.3K | 0.20% | +10+0.6% | Added |
| Paragon Financial Partners, Inc. | 1,732 | $244.1K | 0.27% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,727 | $243.3K | 0.05% | +5+0.3% | Added |
| W Advisors, LLC | 1,727 | $243.3K | 0.20% | −353−17.0% | Reduced |
| Evanson Asset Management, LLC | 1,725 | $243.0K | 0.03% | +1,725 | New |
| Triune Financial Partners, LLC | 1,724 | $242.9K | 0.11% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,690 | $242.6K | 0.13% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,716 | $242.0K | 0.00% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,715 | $241.6K | 0.17% | +8+0.5% | Added |
| Advisor OS, LLC | 1,713 | $241.3K | 0.06% | +1,713 | New |
| Roble, Belko & Company, Inc | 1,708 | $241.0K | 0.05% | −59−3.3% | Reduced |
| Horizon Bancorp Inc | 1,714 | $241.0K | 0.14% | +1,714 | New |
| Key Financial Inc | 2,026 | $240.7K | 0.11% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,708 | $240.6K | 0.11% | +1,708 | New |
| Financial Consulate, Inc | 1,703 | $239.9K | 0.08% | +1+0.1% | Added |
| Castleview Partners, LLC | 1,701 | $239.7K | 0.23% | +7+0.4% | Added |
| Wulff, Hansen & Co. | 1,694 | $238.7K | 0.29% | −10−0.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,689 | $238.0K | 0.21% | −12−0.7% | Reduced |
| Renaissance Group LLC | 1,683 | $237.1K | 0.01% | −40−2.3% | Reduced |
| CM Wealth Advisors LLC | 1,683 | $237.1K | 0.12% | +1,683 | New |
| Horan Securities, Inc. | 1,681 | $236.8K | 0.13% | +63+3.9% | Added |
| LWM Advisory Services, LLC | 1,678 | $236.5K | 0.26% | −772−31.5% | Reduced |
| Verus Financial Partners, Inc. | 1,751 | $236.0K | 0.03% | −391−18.3% | Reduced |
| Asset Management Group, Inc. | 1,670 | $235.3K | 0.06% | +1,670 | New |
| Carolina Wealth Advisors, LLC | 1,660 | $234.0K | 0.15% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,659 | $233.8K | 0.09% | −2−0.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,659 | $233.7K | 0.08% | +1,659 | New |
| Johnson Financial Group, Inc. | 1,658 | $233.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,656 | $233.3K | 0.03% | +6+0.4% | Added |
| Morton Capital Management LLC | 1,656 | $233.3K | 0.09% | +1,656 | New |
| Alpha Family Trust | 1,655 | $233.2K | 0.21% | +1,655 | New |
| FSB Premier Wealth Management, Inc. | 1,651 | $232.6K | 0.13% | +1,651 | New |
| Lincoln Capital LLC | 1,650 | $232.5K | 0.07% | +1,650 | New |
| Tranquility Partners, LLC | 1,648 | $232.2K | 0.12% | +1,648 | New |
| Cerro Pacific Wealth Advisors LLC | 1,647 | $232.0K | 0.12% | +1,647 | New |
| Trinity Wealth Management, LLC | 1,644 | $231.6K | 0.16% | +1,644 | New |
| Compton Capital Management Inc | 1,640 | $231.0K | 0.17% | +1,640 | New |
| Cook Wealth Management Group LLC | 1,636 | $230.5K | 0.22% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 1,632 | $229.9K | 0.20% | +1,632 | New |
| Schubert & Co | 1,625 | $229.0K | 0.21% | −138−7.8% | Reduced |
| NBW Capital LLC | 1,623 | $228.7K | 0.06% | +1,623 | New |
| Evoke Wealth, LLC | 1,622 | $228.5K | 0.01% | +13+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,622 | $228.5K | 0.04% | −214−11.7% | Reduced |
| Well Done, LLC | 1,618 | $227.9K | 0.05% | +1,618 | New |
| All Season Financial Advisors, Inc. | 1,616 | $227.6K | 0.20% | −72−4.3% | Reduced |
| Guerra Pan Advisors, LLC | 1,613 | $227.3K | 0.31% | +1,613 | New |
| Am Investment Strategies LLC | 1,615 | $227.0K | 0.08% | +1,615 | New |
| Legacy Bridge, LLC | 1,610 | $226.8K | 0.16% | 00.0% | Unchanged |
| Willis Investment Counsel | 1,606 | $226.3K | 0.01% | +1,606 | New |
| Girard Partners Ltd. | 1,603 | $225.9K | 0.03% | +1,603 | New |
| Prentiss Smith & Co Inc | 1,600 | $225.4K | 0.20% | +1,600 | New |
| Tanglewood Legacy Advisors, LLC | 1,600 | $225.4K | 0.16% | +1,600 | New |
| Beacon Capital Management, LLC | 1,600 | $225.4K | 0.08% | −321−16.7% | Reduced |
| Abacus Wealth Partners, LLC | 1,599 | $225.3K | 0.08% | +1,599 | New |
| Revolve Wealth Partners, LLC | 1,599 | $225.2K | 0.06% | +1,599 | New |
| Lee Financial Co | 1,597 | $225.0K | 0.04% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,593 | $224.0K | 0.06% | −291−15.4% | Reduced |
| McCollum Christoferson Group LLC | 1,589 | $223.9K | 0.07% | +1,589 | New |
| Cadence Wealth Management LLC | 1,586 | $223.5K | 0.19% | +1,586 | New |
| Signet Financial Management, LLC | 1,578 | $222.3K | 0.04% | +1,578 | New |
| Integrity Financial Corp | 1,576 | $222.0K | 0.21% | +1,576 | New |
| Keb Asset Management, LLC | 1,572 | $221.4K | 0.12% | +1,572 | New |
| Oldfather Financial Services, LLC | 1,567 | $220.8K | 0.13% | +1,567 | New |
| Meeder Asset Management Inc | 1,553 | $218.8K | 0.02% | −12,575−89.0% | Reduced |
| Global Financial Private Client, LLC | 1,553 | $218.8K | 0.12% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,553 | $218.8K | 0.07% | +1,553 | New |
| Montchanin Asset Management, LLC | 1,550 | $218.0K | 0.30% | +1,550 | New |
| Security National Bank | 1,545 | $217.7K | 0.06% | +1,545 | New |
| Gray Wealth Management Inc. | 1,544 | $217.5K | 0.13% | +1,544 | New |
| HCR Wealth Advisors | 1,538 | $216.7K | 0.05% | +1,538 | New |
| UMA Financial Services, Inc. | 1,528 | $216.1K | 0.06% | +1,528 | New |
| Apriem Advisors | 1,530 | $215.6K | 0.04% | +1,530 | New |
| Financial Advisors, LLC | 1,529 | $215.4K | 0.06% | +1,529 | New |
| Trust Co | 1,523 | $215.0K | 0.03% | −112−6.9% | Reduced |
| L.M. Kohn & Company | 1,517 | $213.7K | 0.10% | +1,517 | New |
| Lincoln Capital Corp | 1,516 | $213.6K | 0.13% | −1,000−39.7% | Reduced |
| Twin Lakes Capital Management, LLC | 1,515 | $213.4K | 0.16% | +5+0.3% | Added |
| First Affirmative Financial Network | 1,514 | $213.2K | 0.26% | +1,514 | New |
| Edgestream Partners, L.P. | 1,512 | $213.0K | 0.02% | −11,596−88.5% | Reduced |
| IAM Advisory, LLC | 1,511 | $212.9K | 0.08% | −215−12.5% | Reduced |
| Advisory Resource Group | 1,511 | $212.9K | 0.06% | +1,511 | New |
| American Trust | 1,505 | $212.0K | 0.02% | +1,505 | New |
| Landaas & Co | 1,507 | $212.0K | 0.12% | −1,312−46.5% | Reduced |
| First PREMIER Bank | 1,510 | $212.0K | 0.06% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,504 | $211.9K | 0.24% | +1,504 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,500 | $211.3K | 0.16% | −500−25.0% | Reduced |
| Iat Reinsurance Co Ltd. | 1,500 | $211.3K | 0.04% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,500 | $211.3K | 0.01% | +1,500 | New |
| CPR Investments Inc. | 1,494 | $210.5K | 0.21% | −658−30.6% | Reduced |
| Sutton Place Investors LLC | 1,493 | $210.4K | 0.30% | +1,493 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,491 | $210.1K | 0.08% | +1,491 | New |
| Sunflower Bank, N.A. | 1,497 | $210.0K | 0.05% | +1,497 | New |
| MBL Wealth, LLC | 1,489 | $210.0K | 0.04% | +1,489 | New |
| Raab & Moskowitz Asset Management LLC | 1,489 | $209.7K | 0.08% | +1,489 | New |
| Joule Financial, LLC | 1,488 | $209.6K | 0.14% | +1,488 | New |
| Moss Adams Wealth Advisors LLC | 1,487 | $209.5K | 0.10% | +1,487 | New |
| Provence Wealth Management Group | 1,477 | $208.1K | 0.17% | +1,477 | New |