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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 3,274 | $429.2K | 0.00% | +103+3.2% | Added |
| Family Firm, Inc. | 3,281 | $430.1K | 0.12% | −3,393−50.8% | Reduced |
| Washington Trust Bank | 3,299 | $432.5K | 0.05% | −113−3.3% | Reduced |
| Kendall Capital Management | 3,305 | $433.0K | 0.21% | +10+0.3% | Added |
| Formidable Asset Management, LLC | 3,286 | $433.0K | 0.09% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 3,304 | $433.1K | 0.06% | 00.0% | Unchanged |
| GDS Wealth Management | 3,305 | $433.3K | 0.08% | −184−5.3% | Reduced |
| Klingman & Associates, LLC | 3,309 | $433.8K | 0.04% | +65+2.0% | Added |
| Gilbert & Cook, Inc. | 3,313 | $434.3K | 0.07% | +26+0.8% | Added |
| Ballast Advisors LLC | 3,315 | $434.6K | 0.17% | −9−0.3% | Reduced |
| Altshuler Shaham Ltd | 3,324 | $435.7K | 0.01% | +7+0.2% | Added |
| Prudent Investors Network | 3,324 | $435.7K | 0.21% | +1,206+56.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,325 | $435.9K | 0.07% | +2+0.1% | Added |
| Quent Capital, LLC | 3,343 | $438.3K | 0.07% | −229−6.4% | Reduced |
| Wealthquest Corp | 3,347 | $438.8K | 0.06% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 3,489 | $441.0K | 2.62% | −280−7.4% | Reduced |
| McDaniel Terry & Co | 3,365 | $441.0K | 0.05% | 00.0% | Unchanged |
| Boit C F David | 3,496 | $441.6K | 0.30% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,371 | $441.9K | 0.07% | +258+8.3% | Added |
| Abbrea Capital, LLC | 3,371 | $442.0K | 0.08% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,377 | $442.7K | 0.24% | +3,377 | New |
| Insigneo Advisory Services, LLC | 3,384 | $443.6K | 0.14% | +120+3.7% | Added |
| Maven Securities LTD | 3,385 | $443.7K | 0.07% | −24,265−87.8% | Reduced |
| Wimmer Associates 1, LLC | 3,598 | $443.8K | 0.28% | −165−4.4% | Reduced |
| Olistico Wealth, LLC | 3,388 | $444.1K | 0.43% | +275+8.8% | Added |
| Geller Advisors LLC | 3,388 | $444.1K | 0.07% | +643+23.4% | Added |
| Aspen Investment Management Inc | 3,398 | $445.0K | 0.28% | +5+0.1% | Added |
| Garrison Point Advisors, LLC | 3,395 | $445.1K | 0.33% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 3,399 | $445.5K | 0.23% | +3,399 | New |
| Sanders Morris Harris LLC | 3,400 | $445.7K | 0.16% | +3,400 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,419 | $445.8K | 0.32% | +215+6.7% | Added |
| Baron Financial Group, LLC | 3,416 | $447.8K | 0.28% | +46+1.4% | Added |
| Keeley-Teton Advisors, LLC | 3,422 | $448.6K | 0.06% | −170−4.7% | Reduced |
| Planning Alternatives Ltd | 3,424 | $448.9K | 0.09% | +555+19.3% | Added |
| Argent Advisors, Inc. | 3,425 | $449.0K | 0.21% | 00.0% | Unchanged |
| New Capital Management LP | 3,425 | $449.0K | 0.17% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,440 | $450.9K | 0.24% | −17−0.5% | Reduced |
| Larson Financial Group LLC | 3,447 | $451.9K | 0.05% | −1,206−25.9% | Reduced |
| SMART Wealth LLC | 3,448 | $452.0K | 0.40% | +20+0.6% | Added |
| Bouchey Financial Group Ltd | 3,455 | $452.0K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,605 | $453.7K | 0.07% | −642−15.1% | Reduced |
| Court Place Advisors, LLC | 3,465 | $454.2K | 0.16% | −300−8.0% | Reduced |
| Colonial Trust Co | 3,482 | $456.5K | 0.12% | +330+10.5% | Added |
| State Farm Mutual Automobile Insurance Co | 3,500 | $458.8K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $458.8K | 0.09% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,505 | $459.5K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,415 | $460.1K | 0.38% | +105+3.2% | Added |
| Missouri Trust & Investment Co | 3,522 | $461.7K | 0.30% | +250+7.6% | Added |
| Cornerstone Advisors Asset Management, LLC | 3,528 | $462.5K | 0.23% | 00.0% | Unchanged |
| LCNB Corp | 3,530 | $462.7K | 0.21% | +250+7.6% | Added |
| Smallwood Wealth Investment Management, LLC | 3,532 | $463.0K | 0.44% | +4+0.1% | Added |
| Derbend Asset Management | 3,533 | $463.2K | 0.35% | −1,645−31.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,533 | $463.2K | 0.07% | −85−2.3% | Reduced |
| Jmac Enterprises LLC | 3,542 | $464.3K | 0.12% | +442+14.3% | Added |
| Gs Investments, Inc. | 3,550 | $465.4K | 0.27% | 00.0% | Unchanged |
| First Command Bank | 3,565 | $467.3K | 0.05% | +121+3.5% | Added |
| First Command Financial Services, Inc. | 3,565 | $467.3K | 0.05% | +121+3.5% | Added |
| Oldfather Financial Services, LLC | 3,567 | $467.6K | 0.24% | +2,000+127.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,571 | $468.1K | 0.23% | −50−1.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,581 | $469.0K | 0.26% | +4+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 3,580 | $469.3K | 0.01% | +80+2.3% | Added |
| Smith, Salley & Associates | 3,581 | $469.4K | 0.04% | +1,253+53.8% | Added |
| Fort Point Capital Partners LLC | 3,584 | $469.8K | 0.08% | +834+30.3% | Added |
| Norris Perne & French LLP | 3,587 | $470.2K | 0.04% | −285−7.4% | Reduced |
| Summit X, LLC | 3,599 | $470.5K | 0.12% | −1,551−30.1% | Reduced |
| Financial Engines Advisors L.L.C. | 3,599 | $471.8K | 0.00% | +232+6.9% | Added |
| Valmark Advisers, Inc. | 3,601 | $472.0K | 0.01% | +485+15.6% | Added |
| Westshore Wealth, LLC | 3,609 | $473.1K | 0.25% | +309+9.4% | Added |
| Capital Advisors, Ltd. LLC | 3,616 | $474.0K | 0.08% | −237−6.2% | Reduced |
| Hutchinson Capital Management | 3,616 | $474.0K | 0.12% | +9+0.2% | Added |
| Capasso Planning Partners LLC | 3,620 | $474.5K | 0.28% | −54−1.5% | Reduced |
| Landmark Financial Advisors, LLC | 3,624 | $475.1K | 0.21% | +388+12.0% | Added |
| Cohen Investment Advisors LLC | 3,630 | $475.9K | 0.38% | +127+3.6% | Added |
| Highland Capital Management, LLC | 3,631 | $476.0K | 0.04% | −1,754−32.6% | Reduced |
| Smith Shellnut Wilson LLC | 3,658 | $479.5K | 0.29% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,664 | $480.3K | 0.07% | +37+1.0% | Added |
| CRA Financial Services, LLC | 3,667 | $480.7K | 0.14% | −12−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,677 | $482.0K | 0.04% | +266+7.8% | Added |
| Cullen Capital Management LLC | 3,678 | $482.1K | 0.00% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,681 | $482.5K | 0.41% | +1,045+39.6% | Added |
| Mountain Pacific Investment Advisers Inc | 3,682 | $482.7K | 0.03% | −100−2.6% | Reduced |
| Wealth Quarterback LLC | 3,700 | $485.1K | 0.41% | +41+1.1% | Added |
| Hemenway Trust Co LLC | 3,701 | $485.2K | 0.05% | +351+10.5% | Added |
| Echo Street Capital Management LLC | 3,707 | $486.0K | 0.00% | +1,013+37.6% | Added |
| Advisory Alpha, LLC | 3,715 | $487.0K | 0.03% | −122−3.2% | Reduced |
| Cidel Asset Management Inc | 3,718 | $487.4K | 0.02% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,719 | $487.5K | 0.02% | −365−8.9% | Reduced |
| Trinity Legacy Partners, LLC | 3,723 | $488.0K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,732 | $489.3K | 0.38% | +22+0.6% | Added |
| TrinityPoint Wealth, LLC | 3,740 | $490.3K | 0.11% | +23+0.6% | Added |
| Wealth Architects, LLC | 3,741 | $490.4K | 0.09% | −5−0.1% | Reduced |
| Old Second National Bank of Aurora | 3,750 | $491.6K | 0.14% | −200−5.1% | Reduced |
| Terra Nova Asset Management LLC | 3,751 | $491.8K | 0.48% | −207−5.2% | Reduced |
| WBH Advisory Inc | 3,753 | $492.0K | 0.06% | +3,753 | New |
| Greenfield Savings Bank | 3,766 | $493.7K | 0.32% | −99−2.6% | Reduced |
| Mitchell Sinkler & Starr | 3,768 | $493.9K | 0.15% | −1,205−24.2% | Reduced |
| Tennessee Valley Asset Management Partners | 3,769 | $494.0K | 0.16% | +4+0.1% | Added |
| Firestone Capital Management | 3,786 | $496.3K | 0.18% | −2,000−34.6% | Reduced |
| First International Bank & Trust | 3,787 | $496.4K | 0.16% | +177+4.9% | Added |
| Eads & Heald Wealth Management | 3,793 | $497.0K | 0.25% | −173−4.4% | Reduced |