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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 55,563 | $7.83M | 0.40% | +203+0.4% | Added |
| WealthTrust Axiom LLC | 55,531 | $7.82M | 2.73% | −2,255−3.9% | Reduced |
| Alaska Permanent Fund Corp | 55,449 | $7.81M | 0.13% | −2,123−3.7% | Reduced |
| Kanawha Capital Management LLC | 55,406 | $7.81M | 0.77% | +262+0.5% | Added |
| American Assets Investment Management, LLC | 55,000 | $7.75M | 0.90% | 00.0% | Unchanged |
| Colony Group LLC | 54,741 | $7.71M | 0.11% | +882+1.6% | Added |
| Veritable, L.P. | 54,630 | $7.70M | 0.14% | +3,837+7.6% | Added |
| Macquarie Group Ltd | 54,051 | $7.62M | 0.01% | −777−1.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 53,893 | $7.59M | 0.12% | +30,362+129.0% | Added |
| Rice Partnership, LLC | 53,739 | $7.57M | 2.39% | +22,810+73.7% | Added |
| Bragg Financial Advisors, Inc | 53,588 | $7.55M | 0.46% | +1,746+3.4% | Added |
| Independent Advisor Alliance | 53,588 | $7.55M | 0.92% | −4,786−8.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 53,273 | $7.51M | 0.33% | −2,081−3.8% | Reduced |
| Winton Group Ltd | 53,187 | $7.49M | 0.49% | +28,187+112.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 52,666 | $7.42M | 0.79% | −1,550−2.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,645 | $7.42M | 0.12% | +615+1.2% | Added |
| Principle Wealth Partners LLC | 52,474 | $7.39M | 0.84% | +290+0.6% | Added |
| Channing Capital Management, LLC | 52,431 | $7.39M | 0.23% | −5,334−9.2% | Reduced |
| Metropolitan Life Insurance Co | 52,295 | $7.37M | 0.33% | −1,476−2.7% | Reduced |
| Aspen Grove Capital, LLC | 52,189 | $7.35M | 3.40% | +52,189 | New |
| Alerus Financial NA | 52,022 | $7.33M | 0.67% | +1,556+3.1% | Added |
| Allied Investment Advisors, LLC | 51,915 | $7.31M | 2.29% | +1,242+2.5% | Added |
| Beddow Capital Management Inc | 51,783 | $7.30M | 3.73% | +93+0.2% | Added |
| Brinker Capital Investments, LLC | 51,736 | $7.29M | 0.15% | −1,219−2.3% | Reduced |
| WSFS Capital Management, LLC | 51,445 | $7.25M | 0.78% | +51,445 | New |
| Schonfeld Strategic Advisors LLC | 51,339 | $7.23M | 0.06% | +86+0.2% | Added |
| Te Ahumairangi Investment Management Ltd | 50,490 | $7.11M | 1.11% | −1,225−2.4% | Reduced |
| Vident Investment Advisory, LLC | 50,367 | $7.10M | 0.27% | −15,067−23.0% | Reduced |
| La Banque Postale Asset Management SA | 49,978 | $7.04M | 0.20% | +49,978 | New |
| Raymond James Trust N.A. | 49,967 | $7.04M | 0.24% | +1,349+2.8% | Added |
| Lathrop Investment Management Corp | 49,935 | $7.04M | 1.56% | −167−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 49,825 | $7.02M | 0.13% | −1,348−2.6% | Reduced |
| Bessemer Group Inc | 49,807 | $7.02M | 0.02% | −1,433−2.8% | Reduced |
| Adell Harriman & Carpenter Inc | 49,496 | $6.97M | 0.80% | +2,362+5.0% | Added |
| Sompo Asset Management Co., Ltd. | 49,340 | $6.95M | 1.59% | −4,480−8.3% | Reduced |
| Lido Advisors, LLC | 49,158 | $6.93M | 0.12% | +21,061+75.0% | Added |
| Cohen Capital Management, Inc. | 48,841 | $6.88M | 1.40% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 48,775 | $6.87M | 0.15% | −20,632−29.7% | Reduced |
| Lynch & Associates | 48,230 | $6.80M | 1.78% | +1,104+2.3% | Added |
| Whittier Trust Co | 48,214 | $6.79M | 0.13% | +133+0.3% | Added |
| Ironwood Investment Counsel, LLC | 48,185 | $6.79M | 1.65% | −1,760−3.5% | Reduced |
| WBI Investments | 48,030 | $6.77M | 1.45% | +30,127+168.3% | Added |
| NewSquare Capital LLC | 48,021 | $6.77M | 0.84% | +3,665+8.3% | Added |
| Alberta Investment Management Corp | 47,350 | $6.67M | 0.06% | +600+1.3% | Added |
| Advisors Management Group Inc | 47,217 | $6.65M | 2.51% | −158−0.3% | Reduced |
| Level Four Advisory Services, LLC | 46,927 | $6.61M | 0.49% | +9,139+24.2% | Added |
| Monte Financial Group, LLC | 46,879 | $6.60M | 3.40% | +52+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 46,704 | $6.58M | 0.13% | −2,650−5.4% | Reduced |
| Gibraltar Capital Management, Inc. | 46,688 | $6.58M | 3.11% | +343+0.7% | Added |
| Pathstone Family Office, LLC | 55,311 | $6.54M | 0.13% | +12,055+27.9% | Added |
| Stratos Wealth Partners, LTD. | 45,813 | $6.45M | 0.16% | −1,246−2.6% | Reduced |
| Cutler Investment Counsel LLC | 45,302 | $6.38M | 0.97% | −1,597−3.4% | Reduced |
| Avantax Planning Partners, Inc. | 44,994 | $6.34M | 0.25% | −210.0% | Reduced |
| Hourglass Capital, LLC | 44,620 | $6.29M | 2.21% | +285+0.6% | Added |
| Insight Folios Inc | 44,209 | $6.23M | 2.81% | −684−1.5% | Reduced |
| Marathon Capital Management | 43,782 | $6.17M | 1.70% | −821−1.8% | Reduced |
| Andra AP-fonden | 43,400 | $6.12M | 0.19% | +11,500+36.1% | Added |
| Eagle Asset Management Inc | 43,085 | $6.10M | 0.04% | +253+0.6% | Added |
| Ameritas Investment Partners, Inc. | 43,106 | $6.08M | 0.24% | +1,113+2.7% | Added |
| New Mexico Educational Retirement Board | 43,147 | $6.08M | 0.33% | −2,800−6.1% | Reduced |
| Northwest & Ethical Investments L.P. | 43,109 | $6.07M | 0.21% | +1,344+3.2% | Added |
| Kestra Private Wealth Services, LLC | 42,828 | $6.03M | 0.31% | +4,367+11.4% | Added |
| Sigma Planning Corp | 42,805 | $6.03M | 0.22% | +595+1.4% | Added |
| Avantax Advisory Services, Inc. | 42,679 | $6.01M | 0.08% | +3,110+7.9% | Added |
| Toth Financial Advisory Corp | 42,494 | $5.99M | 0.97% | −149−0.3% | Reduced |
| First Financial Bank - Trust Division | 42,099 | $5.93M | 0.64% | +35,304+519.6% | Added |
| Addenda Capital Inc. | 42,018 | $5.92M | 0.26% | −541−1.3% | Reduced |
| XML Financial, LLC | 41,915 | $5.91M | 0.74% | +884+2.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 41,776 | $5.89M | 2.00% | +41,776 | New |
| Stolper Co | 41,748 | $5.88M | 2.58% | −34−0.1% | Reduced |
| Tobam | 41,687 | $5.87M | 0.39% | −30,114−41.9% | Reduced |
| FORA Capital, LLC | 41,598 | $5.86M | 0.95% | +41,598 | New |
| Farmers & Merchants Investments Inc | 41,461 | $5.84M | 0.24% | +283+0.7% | Added |
| IFP Advisors, Inc | 31,937 | $5.83M | 0.18% | −2,281−6.7% | Reduced |
| Principal Street Partners, LLC | 41,274 | $5.82M | 1.47% | +876+2.2% | Added |
| Banque Cantonale Vaudoise | 41,217 | $5.81M | 0.30% | −11,365−21.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 40,874 | $5.76M | 2.88% | +1,172+3.0% | Added |
| Winslow Asset Management Inc | 40,773 | $5.74M | 1.36% | +3,932+10.7% | Added |
| Ropes Wealth Advisors LLC | 40,447 | $5.70M | 1.02% | −89−0.2% | Reduced |
| Berger Financial Group, Inc | 40,209 | $5.67M | 0.75% | +288+0.7% | Added |
| Romano Brothers and Company | 40,136 | $5.66M | 0.86% | −600−1.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 39,938 | $5.63M | 1.35% | +67+0.2% | Added |
| Allstate Corp | 39,757 | $5.60M | 0.17% | +301+0.8% | Added |
| Allstate Investment Management Co | 39,757 | $5.60M | 0.17% | +39,757 | New |
| Kiwi Wealth Investments Limited Partnership | 39,689 | $5.59M | 0.37% | +39,689 | New |
| Investment Management of Virginia LLC | 39,674 | $5.59M | 1.10% | +3,274+9.0% | Added |
| SeaCrest Wealth Management, LLC | 39,671 | $5.59M | 0.80% | +812+2.1% | Added |
| Columbia Asset Management | 39,576 | $5.58M | 1.37% | +970+2.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 39,438 | $5.56M | 4.31% | +410+1.1% | Added |
| Meridian Wealth Management, LLC | 39,041 | $5.50M | 0.54% | +7,586+24.1% | Added |
| JustInvest LLC | 38,996 | $5.49M | 0.23% | +5,882+17.8% | Added |
| Mayflower Financial Advisors, LLC | 38,801 | $5.47M | 0.76% | −213−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 38,800 | $5.47M | 0.24% | −300−0.8% | Reduced |
| Cardinal Capital Management | 38,758 | $5.46M | 1.16% | +138+0.4% | Added |
| Penserra Capital Management LLC | 38,715 | $5.45M | 0.12% | +19,135+97.7% | Added |
| Shelter Mutual Insurance Co | 38,491 | $5.42M | 1.56% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 38,344 | $5.40M | 1.28% | −7,280−16.0% | Reduced |
| Ieq Capital, LLC | 38,225 | $5.39M | 0.15% | +5,014+15.1% | Added |
| Two Sigma Securities, LLC | 38,165 | $5.38M | 0.76% | −8,334−17.9% | Reduced |
| Coldstream Capital Management Inc | 38,125 | $5.37M | 0.20% | +38,125 | New |