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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 41,217 | $5.40M | 0.27% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 41,239 | $5.41M | 1.37% | −35−0.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 41,259 | $5.41M | 1.89% | −517−1.2% | Reduced |
| Sawtooth Solutions, LLC | 41,303 | $5.41M | 0.14% | +28,758+229.2% | Added |
| Winslow Asset Management Inc | 41,306 | $5.42M | 1.26% | +533+1.3% | Added |
| E. Ohman J:or Asset Management AB | 41,400 | $5.43M | 0.21% | +2,600+6.7% | Added |
| Addenda Capital Inc. | 41,697 | $5.47M | 0.22% | −321−0.8% | Reduced |
| New Mexico Educational Retirement Board | 41,847 | $5.49M | 0.28% | −1,300−3.0% | Reduced |
| Wells Trecaso Financial Group, LLC | 41,927 | $5.50M | 2.54% | +1,053+2.6% | Added |
| Sigma Planning Corp | 42,065 | $5.51M | 0.18% | −740−1.7% | Reduced |
| Toth Financial Advisory Corp | 42,170 | $5.53M | 0.86% | −324−0.8% | Reduced |
| Columbia Asset Management | 42,236 | $5.54M | 1.26% | +2,660+6.7% | Added |
| XML Financial, LLC | 42,252 | $5.54M | 0.67% | +337+0.8% | Added |
| Soltis Investment Advisors LLC | 42,357 | $5.55M | 0.71% | +4,393+11.6% | Added |
| Mutual Advisors, LLC | 42,470 | $5.57M | 0.23% | +17,314+68.8% | Added |
| Integrated Wealth Concepts LLC | 42,538 | $5.58M | 0.11% | +22,139+108.5% | Added |
| Quantitative Investment Management, LLC | 42,920 | $5.63M | 1.19% | +11,113+34.9% | Added |
| Northwest & Ethical Investments L.P. | 43,109 | $5.65M | 0.19% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 43,461 | $5.70M | 0.23% | −1,533−3.4% | Reduced |
| HGK Asset Management Inc | 43,516 | $5.71M | 1.77% | +8,537+24.4% | Added |
| CX Institutional | 43,660 | $5.75M | 0.31% | +37,865+653.4% | Added |
| Ameritas Investment Partners, Inc. | 43,906 | $5.76M | 0.23% | +800+1.9% | Added |
| Marathon Capital Management | 44,012 | $5.77M | 1.42% | +230+0.5% | Added |
| Hourglass Capital, LLC | 44,120 | $5.78M | 2.09% | −500−1.1% | Reduced |
| C2C Wealth Management, LLC | 45,902 | $5.90M | 0.95% | +11,941+35.2% | Added |
| PEAK6 Investments LLC | 45,163 | $5.92M | 0.38% | +35,830+383.9% | Added |
| GWM Advisors LLC | 46,242 | $5.93M | 0.07% | −2,129−4.4% | Reduced |
| Meridian Wealth Management, LLC | 45,240 | $5.93M | 0.52% | +6,199+15.9% | Added |
| Cutler Investment Counsel LLC | 45,498 | $5.96M | 0.93% | +196+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 45,750 | $6.00M | 0.16% | −42,746−48.3% | Reduced |
| Level Four Advisory Services, LLC | 45,791 | $6.00M | 0.39% | −1,136−2.4% | Reduced |
| Insight Folios Inc | 46,063 | $6.04M | 2.68% | +1,854+4.2% | Added |
| Dorchester Wealth Management Co | 46,194 | $6.06M | 1.25% | +7,850+20.5% | Added |
| Nicholas Company, Inc. | 46,340 | $6.07M | 0.12% | −12,590−21.4% | Reduced |
| Monte Financial Group, LLC | 46,566 | $6.10M | 3.23% | −313−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 46,573 | $6.11M | 0.11% | −131−0.3% | Reduced |
| RMB Capital Management, LLC | 46,691 | $6.12M | 0.21% | +12,250+35.6% | Added |
| Whittier Trust Co | 46,883 | $6.15M | 0.11% | −1,331−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 47,094 | $6.17M | 0.16% | +1,281+2.8% | Added |
| Ironwood Investment Counsel, LLC | 47,302 | $6.20M | 1.48% | −883−1.8% | Reduced |
| Advisors Management Group Inc | 47,399 | $6.21M | 1.98% | +182+0.4% | Added |
| Independent Advisor Alliance | 47,616 | $6.24M | 0.30% | −5,972−11.1% | Reduced |
| Lynch & Associates | 47,673 | $6.25M | 1.64% | −557−1.2% | Reduced |
| La Banque Postale Asset Management SA | 47,814 | $6.27M | 0.16% | −2,164−4.3% | Reduced |
| Cohen Capital Management, Inc. | 48,713 | $6.39M | 1.29% | −128−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 48,961 | $6.42M | 3.00% | +2,273+4.9% | Added |
| Lido Advisors, LLC | 49,200 | $6.45M | 0.09% | +42+0.1% | Added |
| Adell Harriman & Carpenter Inc | 49,371 | $6.47M | 0.70% | −125−0.3% | Reduced |
| Bessemer Group Inc | 49,443 | $6.48M | 0.02% | −364−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 49,744 | $6.52M | 0.08% | +7,065+16.6% | Added |
| Tocqueville Asset Management L.P. | 49,841 | $6.53M | 0.12% | +160.0% | Added |
| Raymond James Trust N.A. | 49,904 | $6.54M | 0.21% | −63−0.1% | Reduced |
| Group One Trading, L.P. | 50,068 | $6.56M | 0.31% | +50,068 | New |
| Sompo Asset Management Co., Ltd. | 50,260 | $6.59M | 1.39% | +920+1.9% | Added |
| Lathrop Investment Management Corp | 50,272 | $6.59M | 1.40% | +337+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 50,608 | $6.63M | 0.15% | +22,318+78.9% | Added |
| Macquarie Group Ltd | 50,959 | $6.68M | 0.01% | −3,092−5.7% | Reduced |
| NewSquare Capital LLC | 51,208 | $6.71M | 0.79% | +3,187+6.6% | Added |
| WSFS Capital Management, LLC | 51,211 | $6.71M | 0.70% | −234−0.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 51,896 | $6.80M | 0.28% | −1,377−2.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,133 | $6.83M | 0.11% | −512−1.0% | Reduced |
| Veritable, L.P. | 52,166 | $6.84M | 0.12% | −2,464−4.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 52,190 | $6.84M | 0.98% | +1,700+3.4% | Added |
| Aspen Grove Capital, LLC | 52,217 | $6.85M | 2.99% | +28+0.1% | Added |
| First Financial Bank - Trust Division | 52,338 | $6.86M | 0.73% | +10,239+24.3% | Added |
| Wedbush Securities Inc | 52,335 | $6.86M | 0.34% | −4,875−8.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 52,491 | $6.88M | 0.70% | −175−0.3% | Reduced |
| Gotham Asset Management, LLC | 52,814 | $6.92M | 0.17% | +37,015+234.3% | Added |
| ARS Wealth Advisors Group, LLC | 52,858 | $6.93M | 1.28% | +15,825+42.7% | Added |
| Fiduciary Trust Co | 53,149 | $6.97M | 0.13% | −5,925−10.0% | Reduced |
| Principle Wealth Partners LLC | 53,159 | $6.97M | 0.75% | +685+1.3% | Added |
| Colony Group LLC | 53,211 | $6.97M | 0.10% | −1,530−2.8% | Reduced |
| Alerus Financial NA | 53,551 | $7.02M | 0.62% | +1,529+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 53,574 | $7.02M | 0.08% | −5,784−9.7% | Reduced |
| Allied Investment Advisors, LLC | 53,597 | $7.03M | 2.18% | +1,682+3.2% | Added |
| Bragg Financial Advisors, Inc | 53,908 | $7.07M | 0.42% | +320+0.6% | Added |
| Rice Partnership, LLC | 54,270 | $7.11M | 2.14% | +531+1.0% | Added |
| Vident Investment Advisory, LLC | 54,889 | $7.20M | 0.23% | +4,522+9.0% | Added |
| Guyasuta Investment Advisors Inc | 54,898 | $7.20M | 0.56% | −1,325−2.4% | Reduced |
| American Assets Investment Management, LLC | 55,000 | $7.21M | 0.83% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 55,010 | $7.21M | 0.38% | −553−1.0% | Reduced |
| WealthTrust Axiom LLC | 55,073 | $7.22M | 2.46% | −458−0.8% | Reduced |
| Keystone Financial Planning, Inc. | 55,470 | $7.27M | 2.47% | −753−1.3% | Reduced |
| Sit Investment Associates Inc | 55,572 | $7.29M | 0.20% | +55,572 | New |
| Kanawha Capital Management LLC | 55,884 | $7.33M | 0.70% | +478+0.9% | Added |
| Beddow Capital Management Inc | 56,048 | $7.35M | 3.68% | +4,265+8.2% | Added |
| Ossiam | 56,203 | $7.37M | 0.15% | +23,430+71.5% | Added |
| Montgomery Investment Management Inc | 56,447 | $7.40M | 2.61% | −1,050−1.8% | Reduced |
| Nia Impact Advisors, LLC | 56,662 | $7.43M | 4.01% | +837+1.5% | Added |
| Crossmark Global Holdings, Inc. | 56,876 | $7.46M | 0.18% | −11,891−17.3% | Reduced |
| BancorpSouth Bank | 57,136 | $7.49M | 0.69% | +918+1.6% | Added |
| TD Waterhouse Canada Inc. | 47,353 | $7.53M | 0.08% | −9,233−16.3% | Reduced |
| Ostrum Asset Management | 57,580 | $7.55M | 0.66% | +57,580 | New |
| Thrivent Financial for Lutherans | 57,985 | $7.59M | 0.02% | −56,235−49.2% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 57,706 | $7.63M | 1.62% | −1,525−2.6% | Reduced |
| Alpha Omega Wealth Management LLC | 58,244 | $7.64M | 1.32% | +1,885+3.3% | Added |
| Fidelity D & D Bancorp Inc | 40,015 | $7.64M | 5.75% | +40,015 | New |
| Heritage Investors Management Corp | 58,728 | $7.70M | 0.33% | −686−1.2% | Reduced |
| Louisiana State Employees Retirement System | 58,800 | $7.71M | 0.19% | +400+0.7% | Added |
| HB Wealth Management, LLC | 58,913 | $7.72M | 0.13% | +598+1.0% | Added |