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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Farmers National Bank | 20,836 | $2.94M | 1.05% | +177+0.9% | Added |
| Laurel Wealth Advisors, Inc. | 20,784 | $2.93M | 0.29% | −57−0.3% | Reduced |
| Country Club Bank | 20,749 | $2.92M | 0.25% | −49,464−70.4% | Reduced |
| Pathway Financial Advisers, LLC | 20,743 | $2.92M | 1.18% | +20,743 | New |
| Greenleaf Trust | 20,686 | $2.91M | 0.04% | +1,332+6.9% | Added |
| Providence Capital Advisors, LLC | 20,640 | $2.91M | 0.79% | −83−0.4% | Reduced |
| Allworth Financial LP | 20,536 | $2.89M | 0.03% | −648−3.1% | Reduced |
| Charter Research & Investment Group, Inc. | 20,477 | $2.89M | 2.77% | −64−0.3% | Reduced |
| Socha Financial Group, LLC | 20,418 | $2.88M | 2.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 20,399 | $2.87M | 0.08% | +4,787+30.7% | Added |
| IFG Advisory, LLC | 20,396 | $2.87M | 0.29% | −193−0.9% | Reduced |
| Surience Private Wealth LLC | 20,324 | $2.86M | 3.80% | −7,412−26.7% | Reduced |
| Park Avenue Securities LLC | 20,317 | $2.86M | 0.05% | +1,596+8.5% | Added |
| Herold Advisors, Inc. | 20,280 | $2.86M | 1.21% | +557+2.8% | Added |
| Belpointe Asset Management LLC | 20,280 | $2.86M | 0.17% | −4,918−19.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 20,185 | $2.84M | 0.67% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 20,181 | $2.84M | 1.77% | −228−1.1% | Reduced |
| Next Level Private LLC | 19,777 | $2.84M | 2.09% | +798+4.2% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.83M | 2.80% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 20,044 | $2.82M | 1.33% | −481−2.3% | Reduced |
| Ingalls & Snyder LLC | 20,043 | $2.82M | 0.15% | −440−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.82M | 0.46% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 19,957 | $2.81M | 3.51% | +19,957 | New |
| SeaBridge Investment Advisors LLC | 19,927 | $2.81M | 1.00% | −1,806−8.3% | Reduced |
| Perkins Coie Trust Co | 19,884 | $2.80M | 0.90% | +433+2.2% | Added |
| AIA Group Ltd | 19,864 | $2.80M | 0.17% | +5,444+37.8% | Added |
| Garner Asset Management Corp | 19,820 | $2.79M | 1.38% | −60.0% | Reduced |
| Westmount Partners, LLC | 19,763 | $2.78M | 1.45% | +19,763 | New |
| Strategic Wealth Designers | 19,800 | $2.78M | 0.64% | +2,205+12.5% | Added |
| Siemens Fonds Invest GmbH | 19,615 | $2.76M | 0.28% | −1,824−8.5% | Reduced |
| Smithfield Trust Co | 19,580 | $2.76M | 0.19% | −99−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 19,551 | $2.75M | 0.45% | +2,736+16.3% | Added |
| Cresset Asset Management, LLC | 26,736 | $2.74M | 0.03% | −1,818−6.4% | Reduced |
| Atlas Wealth LLC | 19,373 | $2.73M | 0.74% | +19,373 | New |
| Douglass Winthrop Advisors, LLC | 19,335 | $2.72M | 0.07% | −228−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 19,231 | $2.71M | 0.07% | +7,182+59.6% | Added |
| Deseret Mutual Benefit Administrators | 19,176 | $2.70M | 1.11% | −8,656−31.1% | Reduced |
| Neville Rodie & Shaw Inc | 19,113 | $2.69M | 0.25% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 19,100 | $2.69M | 0.17% | +1,766+10.2% | Added |
| Stamos Capital Partners, L.P. | 19,030 | $2.68M | 0.85% | −7,710−28.8% | Reduced |
| Viking Fund Management LLC | 19,000 | $2.68M | 0.53% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 18,967 | $2.67M | 0.05% | +447+2.4% | Added |
| Foundations Investment Advisors, LLC | 18,887 | $2.66M | 0.11% | +14,080+292.9% | Added |
| NTV Asset Management LLC | 18,884 | $2.66M | 0.52% | 00.0% | Unchanged |
| Hartline Investment Corp | 18,821 | $2.65M | 0.60% | +18,821 | New |
| Citadel Investment Advisory, Inc. | 18,706 | $2.63M | 1.80% | −852−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 18,610 | $2.62M | 0.20% | +556+3.1% | Added |
| Bridges Investment Management Inc | 18,536 | $2.61M | 0.10% | −1,630−8.1% | Reduced |
| ZWJ Investment Counsel Inc | 18,465 | $2.60M | 0.15% | −100−0.5% | Reduced |
| EP Wealth Advisors, LLC | 18,438 | $2.60M | 0.05% | −1,089−5.6% | Reduced |
| McDonald Partners LLC | 18,262 | $2.57M | 0.88% | −142−0.8% | Reduced |
| Venture Visionary Partners LLC | 18,256 | $2.57M | 0.19% | +1,213+7.1% | Added |
| Great Lakes Advisors, LLC | 18,244 | $2.57M | 0.15% | +3,473+23.5% | Added |
| Cypress Capital Group | 18,179 | $2.56M | 0.39% | +248+1.4% | Added |
| Spinnaker Trust | 18,114 | $2.55M | 0.20% | −510−2.7% | Reduced |
| Rockland Trust Co | 18,048 | $2.54M | 0.16% | −236−1.3% | Reduced |
| Fayez Sarofim & Co | 18,049 | $2.54M | 0.01% | −6,753−27.2% | Reduced |
| Richelieu Gestion PLC | 17,941 | $2.53M | 2.65% | −5,718−24.2% | Reduced |
| Osterweis Capital Management Inc | 17,855 | $2.52M | 0.18% | −228,395−92.7% | Reduced |
| Pettee Investors, Inc. | 17,726 | $2.50M | 1.23% | +345+2.0% | Added |
| Core Alternative Capital | 17,696 | $2.49M | 0.32% | +17,246+3,832.4% | Added |
| Exeter Financial, LLC | 17,682 | $2.49M | 1.30% | +128+0.7% | Added |
| Ascent Group, LLC | 17,652 | $2.49M | 0.29% | +498+2.9% | Added |
| Leelyn Smith, LLC | 17,624 | $2.48M | 0.68% | +1,818+11.5% | Added |
| N.E.W. Advisory Services LLC | 17,557 | $2.47M | 0.39% | +863+5.2% | Added |
| Savant Capital, LLC | 20,590 | $2.47M | 0.06% | +4,188+25.5% | Added |
| EagleClaw Capital Managment, LLC | 17,510 | $2.47M | 0.60% | +550+3.2% | Added |
| Evercore Wealth Management, LLC | 17,413 | $2.45M | 0.05% | −2,640−13.2% | Reduced |
| Sumitomo Life Insurance Co | 17,412 | $2.45M | 0.18% | −126−0.7% | Reduced |
| Silicon Valley Capital Partners | 17,391 | $2.45M | 0.56% | +17,391 | New |
| Round Hill Asset Management | 17,379 | $2.45M | 1.51% | −642−3.6% | Reduced |
| 180 Wealth Advisors, LLC | 18,199 | $2.45M | 0.58% | −539−2.9% | Reduced |
| Park National Corp | 17,349 | $2.44M | 0.11% | +569+3.4% | Added |
| Plimoth Trust Co LLC | 17,345 | $2.44M | 0.79% | −310−1.8% | Reduced |
| Jones Financial Companies LLLP | 17,333 | $2.44M | 0.00% | +151+0.9% | Added |
| ARGI Investment Services, LLC | 17,326 | $2.44M | 0.08% | +399+2.4% | Added |
| AMG National Trust Bank | 17,310 | $2.44M | 0.09% | −3,346−16.2% | Reduced |
| Change Path, LLC | 17,297 | $2.44M | 0.13% | +348+2.1% | Added |
| Mountain Capital Investment Advisors, Inc | 16,765 | $2.43M | 1.10% | +2,643+18.7% | Added |
| Royal Harbor Partners, LLC | 17,207 | $2.42M | 1.50% | −1,271−6.9% | Reduced |
| Associated Banc-Corp | 17,179 | $2.42M | 0.10% | −1,186−6.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 17,175 | $2.42M | 0.67% | +96+0.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 17,166 | $2.42M | 0.63% | −237−1.4% | Reduced |
| Moody National Bank Trust Division | 17,136 | $2.42M | 0.21% | −570−3.2% | Reduced |
| Edmp, Inc. | 17,045 | $2.40M | 2.36% | +434+2.6% | Added |
| Bangor Savings Bank | 17,008 | $2.40M | 0.29% | −3,681−17.8% | Reduced |
| Econ Financial Services Corp | 16,922 | $2.38M | 2.42% | −987−5.5% | Reduced |
| S&CO Inc | 16,888 | $2.38M | 0.21% | 00.0% | Unchanged |
| Simmons Bank | 16,857 | $2.37M | 0.20% | +902+5.7% | Added |
| Penn Mutual Asset Management, LLC | 16,855 | $2.37M | 2.65% | +3,000+21.7% | Added |
| Veriti Management LLC | 16,806 | $2.37M | 0.31% | +438+2.7% | Added |
| Zhang Financial LLC | 16,727 | $2.36M | 0.30% | −91−0.5% | Reduced |
| Stoneridge Investment Partners LLC | 16,707 | $2.35M | 1.30% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 16,600 | $2.34M | 0.22% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 16,578 | $2.34M | 0.10% | +436+2.7% | Added |
| Northern Oak Wealth Management Inc | 16,550 | $2.33M | 0.33% | −556−3.3% | Reduced |
| Verdence Capital Advisors LLC | 16,536 | $2.33M | 0.29% | −330−2.0% | Reduced |
| Sterneck Capital Management, LLC | 16,524 | $2.33M | 1.54% | −1,436−8.0% | Reduced |
| Profund Advisors LLC | 16,414 | $2.31M | 0.15% | +1,610+10.9% | Added |
| Valeo Financial Advisors, LLC | 16,392 | $2.31M | 0.13% | +2,296+16.3% | Added |