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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forte Capital LLC | 9,116 | $1.20M | 0.18% | −307−3.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,121 | $1.20M | 0.06% | +1,266+16.1% | Added |
| Altfest L J & Co Inc | 9,171 | $1.20M | 0.19% | −17−0.2% | Reduced |
| HBW Advisory Services LLC | 9,182 | $1.20M | 0.30% | +1,491+19.4% | Added |
| Ledyard National Bank | 9,230 | $1.21M | 0.14% | −340−3.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,253 | $1.21M | 0.14% | +1,387+17.6% | Added |
| Evergreen Capital Management LLC | 9,307 | $1.22M | 0.05% | −2,402−20.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,308 | $1.22M | 0.11% | −860−8.5% | Reduced |
| Private Trust Co NA | 9,314 | $1.22M | 0.17% | −321−3.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,440 | $1.24M | 0.11% | +9,440 | New |
| Foresight Global Investors, Inc. | 9,455 | $1.24M | 0.89% | +9,455 | New |
| Coastal Investment Advisors, Inc. | 9,491 | $1.24M | 0.30% | −187−1.9% | Reduced |
| Duncker Streett & Co Inc | 9,526 | $1.25M | 0.30% | +88+0.9% | Added |
| WoodTrust Financial Corp | 9,543 | $1.25M | 0.24% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 9,543 | $1.25M | 0.33% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 9,558 | $1.25M | 1.59% | −842−8.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,626 | $1.26M | 0.90% | −204−2.1% | Reduced |
| Duff & Phelps Investment Management Co | 9,630 | $1.26M | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 9,632 | $1.26M | 0.20% | +9,632 | New |
| Shulman DeMeo Asset Management LLC | 9,643 | $1.26M | 0.40% | −143−1.5% | Reduced |
| Comerica Securities,inc. | 9,717 | $1.27M | 0.09% | −50−0.5% | Reduced |
| Ridgewood Investments LLC | 9,719 | $1.27M | 0.78% | +496+5.4% | Added |
| Mendel Capital Management LLC | 9,721 | $1.27M | 1.15% | +459+5.0% | Added |
| Atlantic Trust, LLC | 9,741 | $1.28M | 0.41% | +21+0.2% | Added |
| Baker Tilly Wealth Management, LLC | 9,748 | $1.28M | 0.14% | +383+4.1% | Added |
| RKL Wealth Management LLC | 9,750 | $1.28M | 0.16% | −234−2.3% | Reduced |
| E Fund Management Co., Ltd. | 9,758 | $1.28M | 0.09% | +724+8.0% | Added |
| Congress Wealth Management LLC | 9,770 | $1.28M | 0.03% | +107+1.1% | Added |
| Fairfield, Bush & Co. | 9,784 | $1.28M | 0.45% | +4,900+100.3% | Added |
| First City Capital Management, Inc. | 10,172 | $1.29M | 0.75% | +274+2.8% | Added |
| SageView Advisory Group, LLC | 9,846 | $1.29M | 0.08% | +6,876+231.5% | Added |
| Dudley Capital Management, LLC | 9,853 | $1.29M | 0.91% | +155+1.6% | Added |
| Ritholtz Wealth Management | 9,863 | $1.29M | 0.06% | +909+10.2% | Added |
| Zullo Investment Group, Inc. | 9,863 | $1.29M | 0.81% | +176+1.8% | Added |
| Sandy Spring Bank | 9,890 | $1.30M | 0.07% | −375−3.7% | Reduced |
| Capital City Trust Co | 9,908 | $1.30M | 0.41% | +431+4.5% | Added |
| Hartford Financial Management Inc. | 9,947 | $1.30M | 0.34% | −50−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 9,961 | $1.31M | 0.35% | +283+2.9% | Added |
| Cornerstone Wealth Management, LLC | 9,966 | $1.31M | 0.13% | +9,966 | New |
| Cahill Financial Advisors Inc | 9,983 | $1.31M | 0.23% | −1,342−11.8% | Reduced |
| FineMark National Bank & Trust | 9,985 | $1.31M | 0.06% | +332+3.4% | Added |
| Alterity Financial Group, LLC | 10,000 | $1.31M | 1.92% | −200−2.0% | Reduced |
| Westport Asset Management Inc | 10,000 | $1.31M | 0.79% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 10,091 | $1.32M | 0.85% | −160−1.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 10,260 | $1.33M | 0.08% | +10,260 | New |
| Haverford Trust Co | 10,120 | $1.33M | 0.02% | −74−0.7% | Reduced |
| Catalyst Wealth Management, LLC | 10,159 | $1.33M | 1.25% | +563+5.9% | Added |
| TD Private Client Wealth LLC | 10,160 | $1.33M | 0.06% | −72−0.7% | Reduced |
| Guardian Investment Management | 10,000 | $1.33M | 1.02% | +5,225+109.4% | Added |
| TFC Financial Management | 10,170 | $1.33M | 0.34% | −25−0.2% | Reduced |
| ABLE Financial Group, LLC | 10,177 | $1.33M | 0.87% | +10,177 | New |
| River & Mercantile Asset Management LLP | 10,199 | $1.34M | 0.27% | −3,430−25.2% | Reduced |
| Jupiter Asset Management Ltd | 10,206 | $1.34M | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,210 | $1.34M | 0.67% | +111+1.1% | Added |
| Hunter Associates Investment Management LLC | 10,231 | $1.34M | 0.29% | −22−0.2% | Reduced |
| Inscription Capital, LLC | 10,245 | $1.34M | 0.35% | −405−3.8% | Reduced |
| Blue Chip Partners, Inc. | 10,264 | $1.35M | 0.16% | +40.0% | Added |
| Cowen Prime Advisors LLC | 10,670 | $1.35M | 0.54% | −1,200−10.1% | Reduced |
| Ausdal Financial Partners, Inc. | 10,292 | $1.35M | 0.19% | −1,726−14.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,321 | $1.35M | 0.46% | +20.0% | Added |
| Long Run Wealth Advisors, LLC | 10,357 | $1.36M | 0.46% | +72+0.7% | Added |
| Montecito Bank & Trust | 10,379 | $1.36M | 0.32% | −536−4.9% | Reduced |
| Physicians Financial Services, Inc. | 10,381 | $1.36M | 0.58% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,399 | $1.36M | 0.16% | +1,341+14.8% | Added |
| Cutler Group LP | 10,445 | $1.37M | 0.22% | −3,954−27.5% | Reduced |
| MidWestOne Financial Group, Inc. | 10,449 | $1.37M | 0.31% | +765+7.9% | Added |
| Trust Asset Management LLC | 10,452 | $1.37M | 0.15% | +488+4.9% | Added |
| United Asset Strategies, Inc. | 10,453 | $1.37M | 0.18% | −736−6.6% | Reduced |
| Mission Wealth Management, LP | 10,501 | $1.38M | 0.06% | −243−2.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 10,504 | $1.38M | 0.44% | +67+0.6% | Added |
| Detalus Advisors, LLC | 10,522 | $1.38M | 0.66% | −179−1.7% | Reduced |
| Beech Hill Advisors, Inc. | 10,531 | $1.38M | 0.70% | +200+1.9% | Added |
| Marks Group Wealth Management, Inc | 10,531 | $1.38M | 0.18% | +862+8.9% | Added |
| Waterfront Wealth Inc. | 10,536 | $1.38M | 0.45% | −1,030−8.9% | Reduced |
| Ironwood Financial, llc | 10,537 | $1.38M | 0.39% | −14−0.1% | Reduced |
| Impax Asset Management Group plc | 10,567 | $1.39M | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,619 | $1.39M | 0.35% | −2,104−16.5% | Reduced |
| Providence Wealth Advisors, LLC | 11,026 | $1.39M | 1.03% | −881−7.4% | Reduced |
| Tredje AP-fonden | 10,641 | $1.39M | 0.02% | −10,947−50.7% | Reduced |
| Quest Investment Management LLC | 10,684 | $1.40M | 0.19% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10,689 | $1.40M | 0.35% | +1,615+17.8% | Added |
| Redhawk Wealth Advisors, Inc. | 10,692 | $1.40M | 0.47% | +1,523+16.6% | Added |
| Schulhoff & Co Inc | 10,724 | $1.41M | 0.65% | 00.0% | Unchanged |
| Intrust Bank NA | 10,742 | $1.41M | 0.18% | +1,609+17.6% | Added |
| Essex LLC | 9,996 | $1.41M | 0.43% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,764 | $1.41M | 0.37% | +2,367+28.2% | Added |
| Trust Investment Advisors | 10,803 | $1.42M | 1.27% | −128−1.2% | Reduced |
| Lion Street Advisors, LLC | 10,804 | $1.42M | 0.44% | +4,003+58.9% | Added |
| Wealth Effects LLC | 10,847 | $1.42M | 0.73% | +1,146+11.8% | Added |
| Centennial Wealth Advisory LLC | 10,879 | $1.43M | 0.76% | +263+2.5% | Added |
| Woodward Diversified Capital, LLC | 10,890 | $1.43M | 1.12% | +7+0.1% | Added |
| Exos TFP Holdings LLC | 10,892 | $1.43M | 0.36% | +6,665+157.7% | Added |
| Avalon Investment & Advisory | 10,925 | $1.43M | 0.04% | −215,897−95.2% | Reduced |
| Miracle Mile Advisors, LLC | 10,925 | $1.43M | 0.05% | −25−0.2% | Reduced |
| Cigna Investments Inc | 10,935 | $1.43M | 0.29% | −222−2.0% | Reduced |
| Rehmann Capital Advisory Group | 10,944 | $1.43M | 0.13% | +192+1.8% | Added |
| Fund Management at Engine No. 1 LLC | 10,965 | $1.44M | 0.29% | +1,011+10.2% | Added |
| Emfo, LLC | 10,972 | $1.44M | 1.36% | −3,704−25.2% | Reduced |
| Griffin Asset Management, Inc. | 10,984 | $1.44M | 0.20% | −352−3.1% | Reduced |
| Harbor Capital Advisors, Inc. | 10,994 | $1.44M | 0.42% | +10,994 | New |