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 |
|---|---|---|---|---|---|
| Burleson & Company, LLC | 1,476 | $208.0K | 0.05% | +1+0.1% | Added |
| Pacific Sage Partners, LLC | 1,474 | $207.7K | 0.07% | +1,474 | New |
| Bourne Lent Asset Management Inc | 1,470 | $207.1K | 0.09% | +1,470 | New |
| Primoris Wealth Advisors, LLC | 1,470 | $207.1K | 0.32% | +1,470 | New |
| Marquette Asset Management, LLC | 1,466 | $206.5K | 0.06% | +455+45.0% | Added |
| Roberts Wealth Advisors, LLC | 1,459 | $206.5K | 0.10% | +1,459 | New |
| Towercrest Capital Management | 1,466 | $206.5K | 0.05% | +1,466 | New |
| United Bank | 1,463 | $206.1K | 0.13% | +1,463 | New |
| Alliance Wealth Management Group | 1,463 | $206.1K | 0.08% | +1,463 | New |
| Cyrus J. Lawrence, LLC | 1,461 | $206.0K | 0.06% | −23−1.5% | Reduced |
| Warther Private Wealth, LLC | 1,461 | $205.8K | 0.15% | +1,461 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,411 | $205.4K | 0.13% | +1,411 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,454 | $205.0K | 0.14% | +122+9.2% | Added |
| First American Trust, FSB | 1,454 | $205.0K | 0.03% | +1,454 | New |
| WealthBridge Capital Management, LLC | 1,455 | $205.0K | 0.09% | −3−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,454 | $204.9K | 0.01% | +1,454 | New |
| Terry L. Blaker | 1,454 | $204.9K | 0.02% | +1,454 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,451 | $204.5K | 0.05% | +1,451 | New |
| Fiducient Advisors LLC | 1,450 | $204.3K | 0.06% | +1,450 | New |
| Diamant Asset Management, Inc. | 1,450 | $204.3K | 0.18% | −250−14.7% | Reduced |
| Monument Capital Management | 1,448 | $204.0K | 0.07% | +1,448 | New |
| Hazlett, Burt & Watson, Inc. | 1,450 | $204.0K | 0.18% | +17+1.2% | Added |
| Foundation Resource Management Inc | 1,449 | $204.0K | 0.03% | +1,449 | New |
| Lountzis Asset Management, LLC | 1,500 | $204.0K | 0.12% | +1,500 | New |
| Vahanian & Associates Financial Planning Inc. | 1,446 | $203.7K | 0.67% | +1,446 | New |
| Stevard, LLC | 1,443 | $203.3K | 0.17% | +1,443 | New |
| Indie Asset Partners, LLC | 1,443 | $203.2K | 0.22% | +1,443 | New |
| McIlrath & Eck, LLC | 1,442 | $203.1K | 0.05% | +27+1.9% | Added |
| Quarry LP | 1,441 | $203.0K | 0.22% | +1,441 | New |
| Stephenson National Bank & Trust | 1,443 | $203.0K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,431 | $201.6K | 0.10% | +1,431 | New |
| CCG Wealth Management, LLC | 1,428 | $201.2K | 0.11% | +1,428 | New |
| Cortland Associates Inc | 1,427 | $201.0K | 0.03% | +1,427 | New |
| CVA Family Office, LLC | 1,403 | $197.7K | 0.05% | +67+5.0% | Added |
| Johnson Midwest Financial, LLC | 1,346 | $190.0K | 0.70% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,348 | $189.9K | 0.05% | −1,010−42.8% | Reduced |
| Private Ocean, LLC | 1,342 | $189.0K | 0.02% | +5+0.4% | Added |
| Orion Capital Management LLC | 1,339 | $188.7K | 0.14% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 1,548 | $183.9K | 0.16% | +1,548 | New |
| Front Row Advisors LLC | 1,300 | $183.0K | 0.09% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,259 | $177.6K | 0.06% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,250 | $176.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,216 | $171.3K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,209 | $170.0K | 0.07% | +8+0.7% | Added |
| Rocky Mountain Advisers, LLC | 1,199 | $169.0K | 0.09% | −33−2.7% | Reduced |
| Founders Capital Management | 1,202 | $169.0K | 0.13% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,195 | $168.3K | 0.14% | +1+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 1,146 | $167.2K | 0.17% | −100−8.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,152 | $162.3K | 0.01% | +365+46.4% | Added |
| Sierra Capital LLC | 1,100 | $155.0K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,097 | $155.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,100 | $155.0K | 0.14% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,095 | $154.3K | 0.08% | +1,095 | New |
| Pflug Koory, LLC | 1,074 | $151.0K | 0.08% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,071 | $150.9K | 0.07% | +1,071 | New |
| WFA of San Diego, LLC | 1,069 | $150.7K | 0.12% | +1,069 | New |
| Covestor Ltd | 1,050 | $148.0K | 0.12% | −408−28.0% | Reduced |
| Kozak & Associates, Inc. | 1,054 | $148.0K | 0.07% | −7−0.7% | Reduced |
| Global Wealth Strategies & Associates | 1,050 | $147.9K | 0.09% | +1,050 | New |
| Piershale Financial Group, Inc. | 1,050 | $147.9K | 0.12% | +1,050 | New |
| Financial Freedom, LLC | 1,038 | $146.3K | 0.10% | +1,038 | New |
| Lowe Wealth Advisors, LLC | 1,030 | $145.1K | 0.08% | +50+5.1% | Added |
| Vestor Capital, LLC | 1,029 | $145.0K | 0.02% | +29+2.9% | Added |
| PSI Advisors, LLC | 1,026 | $144.5K | 0.08% | −150−12.8% | Reduced |
| Semmax Financial Advisors Inc. | 980 | $142.0K | 0.06% | +1+0.1% | Added |
| Ritter Daniher Financial Advisory LLC | 980 | $138.1K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 978 | $137.8K | 0.02% | +978 | New |
| Park Place Capital Corp | 943 | $133.0K | 0.04% | +943 | New |
| Laffer Tengler Investments | 943 | $132.9K | 0.04% | −10−1.0% | Reduced |
| Laurion Capital Management LP | 900 | $126.8K | 0.00% | −19,945−95.7% | Reduced |
| General Partner, Inc. | 897 | $126.4K | 0.12% | +897 | New |
| Iron Horse Wealth Management, LLC | 888 | $125.0K | 0.07% | +588+196.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 883 | $124.4K | 0.15% | +883 | New |
| James Investment Research Inc | 860 | $121.0K | 0.02% | +282+48.8% | Added |
| Blume Capital Management, Inc. | 840 | $118.3K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 836 | $117.8K | 0.01% | +8+1.0% | Added |
| Evermay Wealth Management LLC | 818 | $115.2K | 0.02% | −34−4.0% | Reduced |
| Bollard Group LLC | 800 | $113.0K | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 800 | $112.7K | 0.02% | +800 | New |
| American State Bank (Iowa) | 770 | $108.5K | 0.08% | 00.0% | Unchanged |
| Accel Wealth Management | 769 | $108.3K | 0.05% | +26+3.5% | Added |
| Worth Asset Management, LLC | 765 | $107.7K | 0.08% | +2+0.3% | Added |
| Heritage Wealth Management, LLC | 761 | $107.2K | 0.02% | +415+119.9% | Added |
| Glass Jacobson Investment Advisors llc | 760 | $107.1K | 0.05% | +760 | New |
| Madden Securities Corp | 753 | $106.1K | 0.06% | +753 | New |
| Northwest Investment Counselors, LLC | 733 | $103.3K | 0.03% | +310+73.3% | Added |
| Aspire Private Capital, LLC | 719 | $101.2K | 0.04% | −11−1.5% | Reduced |
| Stephens Consulting, LLC | 717 | $101.0K | 0.07% | +5+0.7% | Added |
| Retirement Group, LLC | 998 | $101.0K | 0.05% | −112−10.1% | Reduced |
| Coppell Advisory Solutions LLC | 695 | $97.9K | 0.04% | +695 | New |
| Coppell Advisory Solutions Corp. | 695 | $97.9K | 0.04% | +695 | New |
| Gould Capital, LLC | 690 | $97.2K | 0.08% | +50+7.8% | Added |
| PrairieView Partners, LLC | 684 | $96.0K | 0.01% | +400+140.8% | Added |
| HighMark Wealth Management LLC | 681 | $96.0K | 0.07% | −135−16.5% | Reduced |
| One Wealth Advisors, LLC | 644 | $90.7K | 0.02% | +644 | New |
| Fairfield Financial Advisors, LTD | 632 | $89.1K | 0.04% | +108+20.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 630 | $88.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 622 | $87.6K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 620 | $87.0K | 0.10% | −1,842−74.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 609 | $85.8K | 0.05% | +609 | New |