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 | 3,495 | $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, 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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 11,004 | $1.44M | 0.55% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 11,021 | $1.44M | 0.09% | −20−0.2% | Reduced |
| Donaldson Capital Management, LLC | 11,032 | $1.45M | 0.07% | +851+8.4% | Added |
| Financial Architects, Inc | 11,096 | $1.45M | 0.23% | −1,175−9.6% | Reduced |
| Waldron Private Wealth LLC | 11,106 | $1.46M | 0.07% | +1,305+13.3% | Added |
| Hedges Asset Management LLC | 11,200 | $1.47M | 1.25% | +2,700+31.8% | Added |
| Focused Wealth Management, Inc | 11,218 | $1.47M | 0.30% | +1,096+10.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,075 | $1.47M | 0.10% | +911+9.0% | Added |
| O'Rourke & Company, Inc | 11,224 | $1.47M | 1.12% | +446+4.1% | Added |
| DFPG Investments, LLC | 11,254 | $1.48M | 0.16% | +4,968+79.0% | Added |
| SkyOak Wealth, LLC | 11,403 | $1.49M | 0.46% | +1,525+15.4% | Added |
| Cooper Financial Group | 11,442 | $1.50M | 0.40% | +817+7.7% | Added |
| Transatlantique Private Wealth LLC | 11,598 | $1.50M | 0.83% | −675−5.5% | Reduced |
| Qtron Investments LLC | 11,468 | $1.50M | 0.31% | −1,662−12.7% | Reduced |
| Eqis Capital Management, Inc. | 11,479 | $1.50M | 0.17% | −4,068−26.2% | Reduced |
| Hudock, Inc. | 11,483 | $1.51M | 0.37% | −3,141−21.5% | Reduced |
| Hamel Associates, Inc. | 11,495 | $1.51M | 0.52% | +45+0.4% | Added |
| Ceera Investments, LLC | 11,508 | $1.51M | 0.96% | +324+2.9% | Added |
| Sage Investment Advisers LLC | 11,530 | $1.51M | 2.02% | +10.0% | Added |
| Independent Financial Group, LLC | 11,552 | $1.51M | 0.12% | +3,856+50.1% | Added |
| DT Investment Partners, LLC | 12,045 | $1.52M | 0.18% | +841+7.5% | Added |
| Mark Stevens | 11,662 | $1.53M | 0.20% | −6−0.1% | Reduced |
| Aries Wealth Management | 11,787 | $1.55M | 0.63% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 11,832 | $1.55M | 0.70% | +78+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 11,833 | $1.55M | 0.07% | +124+1.1% | Added |
| Meeder Advisory Services, Inc. | 11,888 | $1.56M | 0.18% | −980−7.6% | Reduced |
| Gifford Fong Associates | 11,900 | $1.56M | 0.41% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 11,910 | $1.56M | 0.08% | −450−3.6% | Reduced |
| Allegheny Financial Group LTD | 11,927 | $1.56M | 0.63% | +124+1.1% | Added |
| Private Asset Management Inc | 11,953 | $1.57M | 0.26% | −690−5.5% | Reduced |
| SRN Advisors, LLC | 12,171 | $1.57M | 1.44% | +4,040+49.7% | Added |
| Merit Financial Group, LLC | 12,003 | $1.57M | 0.06% | −1,905−13.7% | Reduced |
| Empower Advisory Group, LLC | 11,920 | $1.57M | 0.01% | +11,920 | New |
| First National Bank of Omaha | 12,048 | $1.58M | 0.10% | −199−1.6% | Reduced |
| Little House Capital LLC | 12,063 | $1.58M | 0.74% | −4,328−26.4% | Reduced |
| Leavell Investment Management, Inc. | 12,100 | $1.59M | 0.11% | −158−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,150 | $1.59M | 0.22% | −180−1.5% | Reduced |
| Commerzbank Aktiengesellschaft | 12,157 | $1.59M | 0.09% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,204 | $1.60M | 0.23% | +1,412+13.1% | Added |
| Modera Wealth Management, LLC | 12,228 | $1.60M | 0.06% | +1,566+14.7% | Added |
| Lantz Financial LLC | 12,239 | $1.60M | 0.67% | +1,897+18.3% | Added |
| Matthew Goff Investment Advisor, LLC | 12,240 | $1.60M | 0.40% | −164−1.3% | Reduced |
| HBK Investments L P | 12,244 | $1.61M | 0.06% | +12,244 | New |
| Warren Averett Asset Management, LLC | 12,280 | $1.61M | 0.08% | +1,769+16.8% | Added |
| Key Client Fiduciary Advisors, LLC | 12,287 | $1.61M | 1.01% | +436+3.7% | Added |
| Ballentine Partners, LLC | 12,293 | $1.61M | 0.04% | −98−0.8% | Reduced |
| Chesapeake Asset Management LLC | 12,334 | $1.62M | 1.48% | +12,334 | New |
| Valicenti Advisory Services Inc | 12,341 | $1.62M | 0.54% | −500−3.9% | Reduced |
| Great Valley Advisor Group, Inc. | 12,398 | $1.63M | 0.08% | −2,213−15.1% | Reduced |
| TCM Advisors, LLC | – | $1.63M | 1.47% | – | – |
| Pinnacle Holdings, LLC | 12,458 | $1.63M | 0.76% | +29+0.2% | Added |
| Buckingham Strategic Partners | 12,533 | $1.64M | 0.11% | +1,038+9.0% | Added |
| McMillion Capital Management Inc | 12,550 | $1.65M | 1.55% | −837−6.3% | Reduced |
| Disciplined Equity Management, Inc. | 12,574 | $1.65M | 1.40% | +270+2.2% | Added |
| Silvant Capital Management LLC | 12,575 | $1.65M | 0.11% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,605 | $1.65M | 0.84% | −126−1.0% | Reduced |
| Geneos Wealth Management Inc. | 12,633 | $1.66M | 0.10% | −3,156−20.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,642 | $1.66M | 0.60% | −75−0.6% | Reduced |
| Global Retirement Partners, LLC | 13,427 | $1.66M | 0.09% | +2,718+25.4% | Added |
| Independent Solutions Wealth Management, LLC | 12,659 | $1.66M | 0.49% | −641−4.8% | Reduced |
| Members Capital Advisors Inc | 12,662 | $1.66M | 1.20% | +12,662 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,690 | $1.66M | 0.02% | +50.0% | Added |
| Forza Wealth Management, LLC | 12,730 | $1.67M | 0.86% | +1,102+9.5% | Added |
| Diversified Trust Co | 12,772 | $1.67M | 0.07% | +1,469+13.0% | Added |
| Fca Corp | 12,775 | $1.67M | 0.63% | +404+3.3% | Added |
| StoneX Group Inc. | 12,782 | $1.68M | 0.18% | +422+3.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,792 | $1.68M | 0.01% | +3,179+33.1% | Added |
| Robertson Stephens Wealth Management, LLC | 12,853 | $1.68M | 0.13% | +420+3.4% | Added |
| JFS Wealth Advisors, LLC | 12,884 | $1.69M | 0.16% | −40.0% | Reduced |
| Round Rock Advisors, LLC | 12,890 | $1.69M | 0.65% | −60.0% | Reduced |
| Culbertson A N & Co Inc | 12,921 | $1.69M | 0.35% | +407+3.3% | Added |
| Brighton Jones LLC | 12,933 | $1.70M | 0.10% | −280−2.1% | Reduced |
| Proequities, Inc. | 13,009 | $1.71M | 0.13% | +799+6.5% | Added |
| Summit Financial Wealth Advisors, LLC | 13,162 | $1.73M | 0.41% | −50−0.4% | Reduced |
| BCJ Capital Management, LLC | 13,183 | $1.73M | 0.16% | +5,394+69.3% | Added |
| CAPROCK Group, Inc. | 13,222 | $1.73M | 0.13% | +243+1.9% | Added |
| Cubist Systematic Strategies, LLC | 13,227 | $1.73M | 0.02% | −52,171−79.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 13,245 | $1.74M | 0.02% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 13,250 | $1.74M | 0.79% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 13,259 | $1.74M | 0.21% | +8,294+167.0% | Added |
| Chilton Capital Management LLC | 13,261 | $1.74M | 0.10% | +536+4.2% | Added |
| Wealthcare Advisory Partners LLC | 13,276 | $1.74M | 0.07% | −533−3.9% | Reduced |
| Joel Isaacson & Co., LLC | 13,282 | $1.74M | 0.13% | +111+0.8% | Added |
| CWA Asset Management Group, LLC | 13,349 | $1.75M | 0.13% | +1,293+10.7% | Added |
| Capital Investment Counsel, Inc | 13,389 | $1.76M | 0.40% | −2,230−14.3% | Reduced |
| InterOcean Capital Group, LLC | 13,394 | $1.76M | 0.06% | +1,151+9.4% | Added |
| LVM Capital Management Ltd | 13,404 | $1.76M | 0.24% | +1,462+12.2% | Added |
| Keel Point, LLC | 13,503 | $1.77M | 0.26% | −487−3.5% | Reduced |
| Dividend Assets Capital, LLC | 12,593 | $1.77M | 0.38% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,606 | $1.78M | 0.42% | +203+1.5% | Added |
| GSB Wealth Management, LLC | 13,613 | $1.78M | 0.58% | −1,457−9.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,637 | $1.79M | 0.16% | +65+0.5% | Added |
| New England Research & Management, Inc. | 13,642 | $1.79M | 1.05% | +4,450+48.4% | Added |
| Country Club Bank | 13,841 | $1.79M | 0.15% | −6,908−33.3% | Reduced |
| BFT Financial Group, LLC | 13,650 | $1.79M | 0.27% | +13,650 | New |
| Cambridge Trust Co | 13,658 | $1.79M | 0.09% | −1,127−7.6% | Reduced |
| Alliance Wealth Advisors, LLC | 13,664 | $1.79M | 0.72% | +603+4.6% | Added |
| Insight Inv LLC | 13,684 | $1.79M | 1.93% | −600−4.2% | Reduced |
| AlphaStar Capital Management, LLC | 13,732 | $1.80M | 0.15% | −7,338−34.8% | Reduced |
| Washington Trust Co | 13,741 | $1.80M | 0.08% | −160−1.2% | Reduced |