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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 16,817 | $2.20M | 0.13% | −2,283−12.0% | Reduced |
| Veriti Management LLC | 16,823 | $2.21M | 0.26% | +17+0.1% | Added |
| S&CO Inc | 16,888 | $2.21M | 0.19% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 16,960 | $2.22M | 0.65% | −206−1.2% | Reduced |
| International Assets Investment Management, LLC | 16,968 | $2.22M | 0.32% | −16,541−49.4% | Reduced |
| Point72 Middle East FZE | 16,970 | $2.22M | 0.13% | +13,160+345.4% | Added |
| Osterweis Capital Management Inc | 16,975 | $2.23M | 0.15% | −880−4.9% | Reduced |
| Capital Analysts, LLC | 16,986 | $2.23M | 0.13% | +1,425+9.2% | Added |
| Fayez Sarofim & Co | 17,003 | $2.23M | 0.01% | −1,046−5.8% | Reduced |
| Nomura Holdings Inc | 17,005 | $2.23M | 0.02% | +12,806+305.0% | Added |
| Edmp, Inc. | 17,045 | $2.23M | 2.24% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 17,090 | $2.24M | 0.03% | +3,402+24.9% | Added |
| Round Hill Asset Management | 17,171 | $2.25M | 1.40% | −208−1.2% | Reduced |
| Green Alpha Advisors, LLC | 17,192 | $2.25M | 1.58% | +1,058+6.6% | Added |
| Change Path, LLC | 17,258 | $2.26M | 0.11% | −39−0.2% | Reduced |
| Sumitomo Life Insurance Co | 17,285 | $2.27M | 0.19% | −127−0.7% | Reduced |
| AMG National Trust Bank | 17,304 | $2.27M | 0.08% | −60.0% | Reduced |
| Spire Wealth Management | 17,314 | $2.27M | 0.09% | +2,774+19.1% | Added |
| AIA Group Ltd | 17,327 | $2.27M | 0.12% | −2,537−12.8% | Reduced |
| EagleClaw Capital Managment, LLC | 17,522 | $2.30M | 0.54% | +12+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 17,523 | $2.30M | 0.56% | +348+2.0% | Added |
| Exeter Financial, LLC | 17,542 | $2.30M | 1.15% | −140−0.8% | Reduced |
| HBK Sorce Advisory LLC | 17,535 | $2.30M | 0.10% | −48,889−73.6% | Reduced |
| Stolper Co | 17,583 | $2.31M | 0.99% | −24,165−57.9% | Reduced |
| Plimoth Trust Co LLC | 17,598 | $2.31M | 0.72% | +253+1.5% | Added |
| ZWJ Investment Counsel Inc | 17,748 | $2.33M | 0.13% | −717−3.9% | Reduced |
| Core Alternative Capital | 17,752 | $2.33M | 0.31% | +56+0.3% | Added |
| Jones Financial Companies LLLP | 17,824 | $2.34M | 0.00% | +491+2.8% | Added |
| Northern Oak Wealth Management Inc | 17,832 | $2.34M | 0.28% | +1,282+7.7% | Added |
| Fisher Asset Management, LLC | 17,864 | $2.34M | 0.00% | −5,641−24.0% | Reduced |
| Old Point Trust & Financial Services N A | 17,896 | $2.35M | 1.03% | +1,730+10.7% | Added |
| Sterneck Capital Management, LLC | 17,900 | $2.35M | 1.48% | +1,376+8.3% | Added |
| Leelyn Smith, LLC | 17,901 | $2.35M | 0.60% | +277+1.6% | Added |
| Moody National Bank Trust Division | 18,008 | $2.36M | 0.20% | +872+5.1% | Added |
| Douglass Winthrop Advisors, LLC | 18,045 | $2.37M | 0.06% | −1,290−6.7% | Reduced |
| Citadel Investment Advisory, Inc. | 18,206 | $2.39M | 1.62% | −500−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 18,327 | $2.40M | 0.17% | −283−1.5% | Reduced |
| Bridges Investment Management Inc | 18,336 | $2.40M | 0.09% | −200−1.1% | Reduced |
| 180 Wealth Advisors, LLC | 18,343 | $2.40M | 0.56% | +144+0.8% | Added |
| Hall Laurie J Trustee | 18,368 | $2.41M | 1.03% | +4,035+28.2% | Added |
| Allworth Financial LP | 18,443 | $2.42M | 0.02% | −2,093−10.2% | Reduced |
| Sequoia Financial Advisors, LLC | 18,446 | $2.42M | 0.05% | −785−4.1% | Reduced |
| Belpointe Asset Management LLC | 18,542 | $2.43M | 0.13% | −1,738−8.6% | Reduced |
| SeaBridge Investment Advisors LLC | 18,655 | $2.45M | 0.85% | −1,272−6.4% | Reduced |
| McDonald Partners LLC | 18,791 | $2.46M | 0.80% | +529+2.9% | Added |
| Park National Corp | 18,828 | $2.47M | 0.11% | +1,479+8.5% | Added |
| Neville Rodie & Shaw Inc | 18,863 | $2.47M | 0.22% | −250−1.3% | Reduced |
| NTV Asset Management LLC | 18,984 | $2.49M | 0.46% | +100+0.5% | Added |
| Atlas Wealth LLC | 19,002 | $2.49M | 0.49% | −371−1.9% | Reduced |
| Ascent Group, LLC | 19,015 | $2.49M | 0.27% | +1,363+7.7% | Added |
| Garner Asset Management Corp | 19,029 | $2.50M | 1.18% | −791−4.0% | Reduced |
| N.E.W. Advisory Services LLC | 19,066 | $2.50M | 0.36% | +1,509+8.6% | Added |
| Pettee Investors, Inc. | 19,165 | $2.51M | 1.20% | +1,439+8.1% | Added |
| Exencial Wealth Advisors, LLC | 19,247 | $2.52M | 0.13% | −3,135−14.0% | Reduced |
| PFG Investments, LLC | 19,498 | $2.56M | 0.52% | +19,498 | New |
| Siemens Fonds Invest GmbH | 19,508 | $2.56M | 0.27% | −107−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,543 | $2.56M | 0.11% | −2,724−12.2% | Reduced |
| Greenleaf Trust | 19,618 | $2.57M | 0.03% | −1,068−5.2% | Reduced |
| RSM US Wealth Management LLC | 19,649 | $2.58M | 0.09% | +13,548+222.1% | Added |
| AIMZ Investment Advisors, LLC | 19,698 | $2.58M | 1.16% | −346−1.7% | Reduced |
| Smithfield Trust Co | 19,797 | $2.59M | 0.17% | +217+1.1% | Added |
| Westmount Partners, LLC | 19,816 | $2.60M | 1.20% | +53+0.3% | Added |
| Affinity Investment Advisors, LLC | 19,827 | $2.60M | 1.39% | −4,371−18.1% | Reduced |
| Paragon Capital Management LLC | 19,877 | $2.61M | 1.58% | −304−1.5% | Reduced |
| Ingalls & Snyder LLC | 19,899 | $2.61M | 0.13% | −144−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.62M | 0.40% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20,292 | $2.62M | 0.08% | −3,521−14.8% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.64M | 2.47% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 20,185 | $2.65M | 0.60% | 00.0% | Unchanged |
| Next Level Private LLC | 20,188 | $2.65M | 2.08% | +411+2.1% | Added |
| Farmers & Merchants Investments Inc | 20,288 | $2.66M | 0.11% | −21,173−51.1% | Reduced |
| Bryn Mawr Trust Co | 20,391 | $2.67M | 0.12% | −691−3.3% | Reduced |
| Redwood Wealth Management Group, LLC | 20,402 | $2.67M | 3.03% | +445+2.2% | Added |
| Socha Financial Group, LLC | 20,418 | $2.68M | 1.73% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 20,424 | $2.68M | 0.60% | −2,572−11.2% | Reduced |
| Silicon Valley Capital Partners | 20,430 | $2.68M | 0.56% | +3,039+17.5% | Added |
| IFG Advisory, LLC | 20,508 | $2.69M | 0.25% | +112+0.5% | Added |
| Deseret Mutual Benefit Administrators | 20,595 | $2.70M | 1.07% | +1,419+7.4% | Added |
| J. W. Coons Advisors, LLC | 20,598 | $2.70M | 0.78% | −400−1.9% | Reduced |
| Herold Advisors, Inc. | 20,665 | $2.71M | 0.94% | +385+1.9% | Added |
| KMG Fiduciary Partners, LLC | 20,682 | $2.71M | 0.39% | +1,131+5.8% | Added |
| EP Wealth Advisors, LLC | 117,680 | $2.72M | 0.05% | +99,242+538.2% | Added |
| Charter Research & Investment Group, Inc. | 20,766 | $2.72M | 2.38% | +289+1.4% | Added |
| Strategic Advisors LLC | 20,777 | $2.72M | 0.55% | +5,803+38.8% | Added |
| Perkins Coie Trust Co | 20,798 | $2.73M | 0.82% | +914+4.6% | Added |
| Montag A & Associates Inc | 20,861 | $2.73M | 0.18% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 20,900 | $2.74M | 0.03% | −26,450−55.9% | Reduced |
| Carret Asset Management, LLC | 20,905 | $2.74M | 0.38% | −2,107−9.2% | Reduced |
| Rathbone Brothers plc | 20,992 | $2.75M | 0.03% | −906−4.1% | Reduced |
| Money Concepts Capital Corp | 21,037 | $2.76M | 0.15% | −13,885−39.8% | Reduced |
| Park Avenue Securities LLC | 21,064 | $2.76M | 0.05% | +747+3.7% | Added |
| Farmers National Bank | 21,155 | $2.77M | 0.98% | +319+1.5% | Added |
| Wade G W & Inc | 21,179 | $2.78M | 0.11% | +290+1.4% | Added |
| Prospera Financial Services Inc | 21,178 | $2.78M | 0.11% | −447−2.1% | Reduced |
| Gries Financial LLC | 21,201 | $2.78M | 0.82% | −2,188−9.4% | Reduced |
| WBI Investments | 21,297 | $2.79M | 0.56% | −26,733−55.7% | Reduced |
| Parallel Advisors, LLC | 21,327 | $2.80M | 0.09% | −444−2.0% | Reduced |
| Venture Visionary Partners LLC | 21,373 | $2.80M | 0.18% | +3,117+17.1% | Added |
| Bramshill Investments, LLC | 21,383 | $2.80M | 0.34% | +418+2.0% | Added |
| Econ Financial Services Corp | 21,386 | $2.80M | 2.12% | +4,464+26.4% | Added |