International Business Machines Corp

IBM

Exchange: NYSE
Industry: Computer & office Equipment
SEC CIK: 0000051143

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in International Business Machines Corp as of Mar 31, 2023. 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: 2,399; +11 vs. Q4 2022
Shares held: 519.6M; −7.31M (−1.4%) vs. Q4 2022
Total value: $67.7B; −$6.53B (−8.8%) vs. Q4 2022
New holders: 153; 1,046 more added
Sold out: 142; 889 more reduced

50 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 2,399 institutions

Value heldQ1 2023: $67.7B

Institutions holding IBM and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2022.

Institutions holding IBM in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Summit Wealth Group, LLC	81,134	$1	0.02%	+81,134	New
Sofos Investments, Inc.	131	$195	0.01%	−10−7.1%	Reduced
Bourgeon Capital Management LLC	2	$263	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	3	$393	0.00%	−1−25.0%	Reduced
WestEnd Advisors, LLC	–	$787	0.00%	–	–
KB Financial Partners, LLC	11	$1.00K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	8	$1.05K	0.00%	−6−42.9%	Reduced
USA Financial Portformulas Corp	9	$1.18K	0.00%	+9	New
Canada Pension Plan Investment Board	10	$1.31K	0.00%	−24−70.6%	Reduced
Eukles Asset Management	10	$1.31K	0.00%	00.0%	Unchanged
Garda Capital Partners LP	15	$1.97K	0.00%	+15	New
Arlington Partners LLC	16	$2.10K	0.00%	+16	New
Pacifica Partners Inc.	19	$2.47K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	21	$2.75K	0.00%	+21	New
Cordant, Inc.	30	$3.93K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	36	$4.72K	0.00%	00.0%	Unchanged
Activest Wealth Management	40	$5.13K	0.00%	+40	New
Bellwether Advisors, LLC	40	$5.24K	0.00%	00.0%	Unchanged
Carderock Capital Management Inc	40	$5.24K	0.00%	+40	New
Ten Capital Wealth Advisors, LLC	41	$5.38K	0.00%	00.0%	Unchanged
Bray Capital Advisors	50	$6.55K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	59	$7.74K	0.00%	00.0%	Unchanged
Level Financial Advisors, Inc.	59	$7.76K	0.00%	00.0%	Unchanged
PayPay Securities Corp	61	$8.00K	0.53%	−39−39.0%	Reduced
Pointe Capital Management LLC	61	$8.00K	0.01%	+61	New
Ofi Invest Asset Management	1,173,911	$8.96K	0.05%	+1,173,911	New
Tacita Capital Inc	70	$9.00K	0.01%	−45−39.1%	Reduced
Bromfield Sneider Wealth Advisors	72	$9.44K	0.01%	00.0%	Unchanged
Winch Advisory Services, LLC	77	$10.0K	0.00%	+1+1.3%	Added
Family CFO Inc	78	$10.2K	0.01%	+1+1.3%	Added
Timber Creek Capital Management LLC	95	$12.5K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	97	$12.7K	0.00%	−23−19.2%	Reduced
Mark Sheptoff Financial Planning, LLC	100	$12.8K	0.01%	00.0%	Unchanged
Halpern Financial, Inc.	98	$12.8K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	100	$13.0K	0.01%	00.0%	Unchanged
Cornerstone Management, Inc.	100	$13.1K	0.00%	00.0%	Unchanged
Avondale Wealth Management	100	$13.1K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	100	$13.1K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	100	$13.1K	0.00%	+100	New
Trivant Custom Portfolio Group, LLC	100	$13.1K	0.01%	+100	New
Clear Perspectives Financial Planning, LLC	102	$13.4K	0.01%	00.0%	Unchanged
Arcadia Investment Management Corp	103	$13.4K	0.00%	+28+37.3%	Added
Mendota Financial Group, LLC	105	$13.7K	0.01%	00.0%	Unchanged
New Millennium Group LLC	105	$13.8K	0.01%	−9−7.9%	Reduced
Cedar Mountain Advisors, LLC	108	$14.1K	0.00%	+2+1.9%	Added
SJS Investment Consulting Inc.	109	$14.3K	0.00%	−18−14.2%	Reduced
Oliver Lagore Vanvalin Investment Group	110	$14.4K	0.01%	00.0%	Unchanged
Wolff Wiese Magana LLC	112	$14.7K	0.01%	+94+522.2%	Added
Baldrige Asset Management LLC	112	$15.0K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	118	$15.6K	0.01%	00.0%	Unchanged
Delos Wealth Advisors, LLC	128	$16.8K	0.02%	00.0%	Unchanged
Horrell Capital Management, Inc.	139	$18.0K	0.01%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	144	$18.9K	0.02%	+144	New
25 LLC	158	$19.5K	0.01%	+158	New
Luken Investment Analytics, LLC	150	$19.7K	0.01%	00.0%	Unchanged
Gables Capital Management Inc.	150	$19.7K	0.01%	00.0%	Unchanged
Brown Shipley& Co Ltd	162	$20.9K	0.01%	+162	New
Financial Perspectives, Inc	160	$21.0K	0.01%	+120+300.0%	Added
Sageworth Trust Co	162	$21.2K	0.00%	+142+710.0%	Added
PFG Private Wealth Management, LLC	170	$22.3K	0.01%	+14+9.0%	Added
Horizon Bancorp Inc	172	$23.0K	0.01%	−1,542−90.0%	Reduced
Raffa Wealth Management, LLC	180	$23.6K	0.01%	00.0%	Unchanged
Red Tortoise LLC	194	$25.4K	0.02%	+2+1.0%	Added
Insight Financial Services	197	$25.8K	0.11%	−17−7.9%	Reduced
Lam Group, Inc.	202	$26.5K	0.03%	00.0%	Unchanged
Kempen Capital Management N.V.	203	$26.6K	0.00%	−162−44.4%	Reduced
Gleason Group, Inc.	203	$26.6K	0.01%	+2+1.0%	Added
Bell Investment Advisors, Inc	208	$27.3K	0.01%	−108−34.2%	Reduced
Blue Bell Private Wealth Management, LLC	210	$27.5K	0.01%	00.0%	Unchanged
Clearview Wealth Advisors LLC	213	$27.9K	0.03%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	217	$28.4K	0.00%	+142+189.3%	Added
Live Oak Investment Partners	–	$28.5K	0.03%	–	–
Canton Hathaway, LLC	221	$29.0K	0.01%	00.0%	Unchanged
DB Wealth Management Group, LLC	230	$30.2K	0.02%	00.0%	Unchanged
Western Pacific Wealth Management, LP	251	$32.9K	0.03%	00.0%	Unchanged
GW&K Investment Management, LLC	250	$33.0K	0.00%	+250	New
Morton Brown Family Wealth, LLC	256	$33.6K	0.02%	00.0%	Unchanged
TSFG, LLC	259	$34.0K	0.01%	+3+1.2%	Added
JJJ Advisors Inc.	283	$36.3K	0.01%	−61−17.7%	Reduced
First Command Advisory Services, Inc.	280	$36.7K	0.00%	+280	New
RFP Financial Group LLC	296	$38.8K	0.04%	−775−72.4%	Reduced
West Paces Advisors Inc.	300	$39.3K	0.01%	+42+16.3%	Added
Bradley & Co. Private Wealth Management, LLC	305	$40.0K	0.04%	00.0%	Unchanged
Kelly Lawrence W & Associates Inc	308	$40.4K	0.01%	00.0%	Unchanged
Pacific Center for Financial Services	312	$40.9K	0.01%	+312	New
McClarren Financial Advisors, Inc.	333	$43.0K	0.04%	+3+0.9%	Added
ZRC Wealth Management, LLC	331	$43.4K	0.04%	+331	New
Kelly Financial Services LLC	335	$44.0K	0.02%	+2+0.6%	Added
Versant Capital Management, Inc	337	$44.2K	0.01%	+300+810.8%	Added
Grey Fox Wealth Advisors, LLC	337	$44.2K	0.03%	+275+443.5%	Added
Paladin Advisory Group, LLC	348	$45.6K	0.04%	+348	New
Robbins Farley LLC	366	$48.0K	0.04%	−28−7.1%	Reduced
Resurgent Financial Advisors LLC	369	$48.4K	0.03%	−229−38.3%	Reduced
RE Dickinson Investment Advisors, LLC	374	$49.0K	0.02%	+59+18.7%	Added
Milestone Investment Advisors LLC	375	$49.2K	0.02%	+375	New
New England Capital Financial Advisors LLC	393	$51.5K	0.04%	00.0%	Unchanged
Nordwand Advisors, LLC	394	$51.6K	0.01%	+394	New
Y.D. More Investments Ltd	400	$52.4K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	414	$54.3K	0.02%	00.0%	Unchanged
Financial Avengers, Inc.	419	$54.9K	0.04%	+6+1.5%	Added