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 | 3,707 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security Financial Services, INC. | 1,770 | $232.0K | 0.07% | 00.0% | Unchanged |
| Centric Wealth Management | 1,771 | $232.1K | 0.10% | −302−14.6% | Reduced |
| Tempus Wealth Planning, LLC | 1,772 | $232.3K | 0.11% | −28−1.6% | Reduced |
| Gradient Capital Advisors, LLC | 1,772 | $232.3K | 0.10% | +5+0.3% | Added |
| Resonant Capital Advisors, LLC | 1,776 | $232.8K | 0.03% | −261−12.8% | Reduced |
| Wedge Capital Management L L P | 1,777 | $232.9K | 0.00% | +61+3.6% | Added |
| Moreno Evelyn V | 1,784 | $233.9K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,787 | $234.3K | 0.09% | +12+0.7% | Added |
| Boyar Asset Management Inc. | 1,792 | $234.9K | 0.18% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,792 | $234.9K | 0.03% | −982−35.4% | Reduced |
| LWM Advisory Services, LLC | 1,791 | $235.0K | 0.25% | +113+6.7% | Added |
| CNB Bank | 1,794 | $235.2K | 0.14% | −153−7.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,796 | $235.4K | 0.02% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,798 | $235.7K | 0.03% | −20−1.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,800 | $236.0K | 0.11% | +18+1.0% | Added |
| Baker Boyer National Bank | 1,803 | $236.4K | 0.09% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,806 | $236.7K | 0.04% | +317+21.3% | Added |
| Colonial River Wealth Management, LLC | 1,807 | $236.9K | 0.14% | −169−8.6% | Reduced |
| Rock Point Advisors, LLC | 1,810 | $237.0K | 0.08% | −5−0.3% | Reduced |
| Wealthstream Advisors, Inc. | 1,811 | $237.4K | 0.14% | −162−8.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,812 | $237.6K | 0.04% | +85+4.9% | Added |
| High Falls Advisors, Inc | 1,812 | $237.6K | 0.07% | −1,644−47.6% | Reduced |
| ERn Financial, LLC | 1,818 | $238.4K | 0.05% | −68−3.6% | Reduced |
| Miller Investment Management, LP | 1,822 | $238.8K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,823 | $239.0K | 0.05% | −1,365−42.8% | Reduced |
| AJ Advisors, LLC | 1,823 | $239.0K | 0.18% | +1,823 | New |
| Michael B. Yongue | 1,824 | $239.1K | 0.23% | −134−6.8% | Reduced |
| Whalerock Point Partners, LLC | 1,825 | $239.2K | 0.09% | +1,825 | New |
| Strategic Financial Concepts, LLC | 1,826 | $239.4K | 0.10% | +1,826 | New |
| One + One Wealth Management, LLC | 1,827 | $239.5K | 0.17% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,827 | $239.5K | 0.21% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,828 | $239.6K | 0.09% | −213−10.4% | Reduced |
| Resolute Wealth Strategies, LLC | 1,830 | $240.0K | 0.20% | +1,830 | New |
| MUFG Securities EMEA plc | 1,832 | $240.0K | 0.00% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,844 | $241.8K | 0.18% | −77−4.0% | Reduced |
| Middleton & Co Inc | 1,848 | $242.3K | 0.03% | 00.0% | Unchanged |
| Relaxing Retirement Coach | 1,861 | $244.0K | 0.08% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,866 | $244.6K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,867 | $244.7K | 0.19% | +1,867 | New |
| M&R Capital Management Inc | 1,873 | $245.5K | 0.07% | +525+38.9% | Added |
| ASB Consultores, LLC | 1,874 | $245.7K | 0.10% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,876 | $245.9K | 0.05% | +21+1.1% | Added |
| Colonial Trust Advisors | 1,880 | $246.4K | 0.03% | +101+5.7% | Added |
| Authentikos Wealth Advisory, LLC | 1,751 | $246.7K | 0.25% | +1,751 | New |
| Bridgeworth, LLC | 1,883 | $246.8K | 0.03% | −230−10.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,884 | $246.9K | 0.07% | −78−4.0% | Reduced |
| Ameliora Wealth Management Ltd. | 1,884 | $247.0K | 0.14% | −11,361−85.8% | Reduced |
| Birchcreek Wealth Management, LLC | 1,884 | $247.0K | 0.20% | −634−25.2% | Reduced |
| Wintrust Investments LLC | 1,881 | $247.0K | 0.03% | −292−13.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,885 | $247.1K | 0.24% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,886 | $247.2K | 0.15% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,886 | $247.3K | 0.11% | +13+0.7% | Added |
| Wrapmanager Inc | 1,888 | $247.5K | 0.08% | +11+0.6% | Added |
| Cape Investment Advisory, Inc. | 1,891 | $247.9K | 0.15% | +1,891 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,891 | $248.0K | 0.02% | −2−0.1% | Reduced |
| Legacy Bridge, LLC | 1,895 | $248.4K | 0.17% | +285+17.7% | Added |
| Five Oceans Advisors | 1,900 | $249.1K | 0.16% | −131−6.5% | Reduced |
| W Advisors, LLC | 1,902 | $249.3K | 0.21% | +175+10.1% | Added |
| Ethos Financial Group, LLC | 1,903 | $249.5K | 0.08% | +1+0.1% | Added |
| Journey Advisory Group, LLC | 1,904 | $249.6K | 0.04% | −142−6.9% | Reduced |
| Southeast Asset Advisors Inc. | 1,906 | $249.9K | 0.04% | −400−17.3% | Reduced |
| Old Mission Investment Co LLC | 1,906 | $249.9K | 0.10% | +55+3.0% | Added |
| Red Door Wealth Management, LLC | 1,911 | $250.5K | 0.08% | +74+4.0% | Added |
| Acorn Financial Advisory Services Inc | 1,912 | $250.6K | 0.05% | +69+3.7% | Added |
| Woodstock Corp | 1,912 | $250.6K | 0.03% | −125−6.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,915 | $251.0K | 0.07% | +8+0.4% | Added |
| Barber Financial Group, Inc. | 1,915 | $251.1K | 0.04% | −168−8.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 1,918 | $251.4K | 0.29% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,949 | $251.8K | 0.03% | +62+3.3% | Added |
| Rosenberg Matthew Hamilton | 1,921 | $251.9K | 0.08% | −179−8.5% | Reduced |
| Bank Ozk | 1,922 | $252.0K | 0.12% | −18−0.9% | Reduced |
| Fagan Associates, Inc. | 1,925 | $252.3K | 0.06% | −6,139−76.1% | Reduced |
| West Michigan Advisors, LLC | 1,928 | $252.7K | 0.14% | +124+6.9% | Added |
| Pallas Capital Advisors LLC | 2,036 | $255.3K | 0.02% | −46−2.2% | Reduced |
| Finer Wealth Management, Inc. | 1,950 | $255.6K | 0.22% | +1,950 | New |
| Calamos Wealth Management LLC | 1,952 | $255.9K | 0.02% | +9+0.5% | Added |
| Triad Financial Advisors, Inc. | 1,955 | $256.3K | 0.11% | −94−4.6% | Reduced |
| Gryphon Financial Partners LLC | 1,957 | $256.6K | 0.06% | −47−2.3% | Reduced |
| Community Bank of Raymore | 1,960 | $256.9K | 0.10% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,971 | $258.4K | 0.11% | +199+11.2% | Added |
| PFS Partners, LLC | 1,971 | $258.4K | 0.25% | +15+0.8% | Added |
| Aj Wealth Strategies, LLC | 1,975 | $259.0K | 0.01% | +5+0.3% | Added |
| Compass Financial Advisors LLC | 1,978 | $259.3K | 0.33% | −26−1.3% | Reduced |
| Glen Eagle Advisors, LLC | 1,987 | $260.5K | 0.07% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,993 | $261.2K | 0.23% | +4+0.2% | Added |
| Rench Wealth Management, Inc. | 1,996 | $261.7K | 0.13% | +71+3.7% | Added |
| Triton Wealth Management, PLLC | 1,927 | $262.2K | 0.16% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 2,000 | $262.2K | 0.21% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,001 | $262.4K | 0.05% | +2+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 2,007 | $263.0K | 0.09% | +10.0% | Added |
| Foster Victor Wealth Advisors, LLC | 2,005 | $263.9K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,013 | $263.9K | 0.05% | −442−18.0% | Reduced |
| BOS Asset Management, LLC | 2,019 | $264.7K | 0.22% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,039 | $267.3K | 0.27% | +12+0.6% | Added |
| Systematic Alpha Investments, LLC | 2,040 | $267.4K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,041 | $267.5K | 0.04% | +419+25.8% | Added |
| Walkner Condon Financial Advisors LLC | 2,042 | $267.7K | 0.08% | +42+2.1% | Added |
| NinePointTwo Capital | 2,048 | $268.0K | 0.10% | +2,048 | New |
| VisionPoint Advisory Group, LLC | 2,197 | $269.3K | 0.12% | +62+2.9% | Added |
| Southland Equity Partners LLC | 2,054 | $269.3K | 0.11% | +28+1.4% | Added |