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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 3,793 | $497.2K | 0.01% | +460+13.8% | Added |
| Zions Bancorporation, N.A. | 3,794 | $497.4K | 0.04% | −352−8.5% | Reduced |
| Wealthsource Partners, LLC | 3,797 | $497.8K | 0.03% | −523−12.1% | Reduced |
| Banco BTG Pactual S.A. | 4,027 | $497.9K | 0.23% | +4,027 | New |
| Reliant Investment Management, LLC | 3,800 | $498.1K | 0.31% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,800 | $498.1K | 0.00% | +3,800 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,821 | $500.9K | 0.14% | +87+2.3% | Added |
| WMS Partners, LLC | 3,826 | $501.6K | 0.04% | −75−1.9% | Reduced |
| Financial Sense Advisors, Inc. | 3,831 | $502.2K | 0.23% | −584−13.2% | Reduced |
| McGowan Group Asset Management, Inc. | 3,840 | $503.4K | 0.08% | +1,816+89.7% | Added |
| MTM Investment Management, LLC | 3,840 | $503.4K | 0.26% | −21−0.5% | Reduced |
| Alpha Cubed Investments, LLC | 3,843 | $503.8K | 0.04% | −4,356−53.1% | Reduced |
| E&G Advisors, LP | 3,850 | $504.7K | 0.19% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 3,852 | $505.0K | 0.34% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,856 | $505.5K | 0.03% | +5+0.1% | Added |
| FourThought Financial Partners, LLC | 3,859 | $505.9K | 0.07% | −481−11.1% | Reduced |
| Professional Advisory Services Inc | 3,863 | $506.0K | 0.08% | 00.0% | Unchanged |
| New Hampshire Trust | 3,861 | $506.1K | 0.14% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,863 | $506.4K | 0.30% | −950−19.7% | Reduced |
| Crescent Grove Advisors, LLC | 3,872 | $507.6K | 0.06% | +770+24.8% | Added |
| LifeGuide Financial Advisors, LLC | 3,876 | $508.1K | 0.41% | +331+9.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,887 | $509.5K | 0.05% | −263−6.3% | Reduced |
| MB, Levis & Associates, LLC | 3,912 | $512.9K | 0.36% | +136+3.6% | Added |
| SlateStone Wealth, LLC | 3,912 | $513.0K | 0.11% | +1,337+51.9% | Added |
| Norwood Financial Corp | 3,916 | $513.3K | 0.81% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,919 | $513.7K | 0.09% | −1,324−25.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,933 | $515.5K | 0.19% | +23+0.6% | Added |
| Harvest Portfolios Group Inc. | 3,934 | $515.7K | 0.03% | +309+8.5% | Added |
| Insight Advisors, LLC | 3,935 | $515.8K | 0.12% | −197−4.8% | Reduced |
| West Bancorporation Inc | 3,935 | $515.8K | 0.39% | −28−0.7% | Reduced |
| StrategIQ Financial Group, LLC | 3,942 | $516.8K | 0.06% | +20+0.5% | Added |
| First National Corp | 3,945 | $517.1K | 0.12% | −39−1.0% | Reduced |
| Graypoint LLC | 3,953 | $518.2K | 0.06% | −1,113−22.0% | Reduced |
| Wallace Advisory Group, LLC | 3,961 | $519.2K | 0.39% | +52+1.3% | Added |
| Tradewinds, LLC. | 3,961 | $519.3K | 0.31% | +3,961 | New |
| Cutter & CO Brokerage, Inc. | 3,966 | $520.0K | 0.16% | −134−3.3% | Reduced |
| Berkshire Bank | 3,969 | $520.3K | 0.15% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,976 | $521.3K | 0.01% | +607+18.0% | Added |
| Orion Capital Management LLC | 3,979 | $521.6K | 0.35% | +2,640+197.2% | Added |
| CJM Wealth Advisers, Ltd. | 3,981 | $521.9K | 0.30% | +13+0.3% | Added |
| Mezzasalma Advisors, LLC | 3,982 | $522.0K | 0.37% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,983 | $522.3K | 0.34% | −96−2.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,004 | $524.9K | 0.27% | +252+6.7% | Added |
| Endurance Wealth Management, Inc. | 4,015 | $526.0K | 0.07% | −14−0.3% | Reduced |
| Retirement Investment Advisors, Inc. | 4,020 | $527.0K | 0.09% | +1,910+90.5% | Added |
| Old North State Trust, LLC | 4,022 | $527.0K | 0.36% | −2,782−40.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,022 | $527.3K | 0.02% | −560−12.2% | Reduced |
| PDS Planning, Inc | 4,023 | $527.4K | 0.07% | +711+21.5% | Added |
| Davidson Trust Co | 4,024 | $527.5K | 0.41% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,028 | $528.0K | 0.61% | −172−4.1% | Reduced |
| High Net Worth Advisory Group LLC | 4,032 | $528.6K | 0.22% | 00.0% | Unchanged |
| Marex Group plc | 4,039 | $529.5K | 0.07% | +639+18.8% | Added |
| SignalPoint Asset Management, LLC | 4,045 | $530.0K | 0.17% | −98−2.4% | Reduced |
| Texas Yale Capital Corp. | 4,049 | $530.8K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,050 | $531.0K | 0.26% | −675−14.3% | Reduced |
| Lafayette Investments, Inc. | 4,055 | $531.6K | 0.15% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 4,057 | $532.0K | 0.50% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4,067 | $533.1K | 0.00% | −707−14.8% | Reduced |
| Greenwood Gearhart Inc | 4,069 | $533.4K | 0.07% | −12−0.3% | Reduced |
| Telos Capital Management, Inc. | 4,078 | $534.6K | 0.07% | −301−6.9% | Reduced |
| FDx Advisors, Inc. | 3,797 | $535.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,082 | $535.0K | 0.07% | +4,082 | New |
| Somerville Kurt F | 4,087 | $535.8K | 0.10% | −100−2.4% | Reduced |
| Brookfield Asset Management Inc. | 4,089 | $536.0K | 0.00% | +4,089 | New |
| Carlson Capital Management | 4,126 | $540.9K | 0.03% | +89+2.2% | Added |
| YHB Investment Advisors, Inc. | 4,127 | $541.0K | 0.05% | +417+11.2% | Added |
| Morningstar Investment Management LLC | 4,138 | $542.0K | 0.08% | +438+11.8% | Added |
| Private Capital Management LLC | 4,140 | $542.7K | 0.16% | +2,269+121.3% | Added |
| Piscataqua Savings Bank | 4,146 | $543.5K | 0.46% | −534−11.4% | Reduced |
| One River Asset Management, LLC | 4,211 | $545.1K | 0.40% | +4,211 | New |
| GM Advisory Group, Inc. | 4,176 | $547.4K | 0.05% | +262+6.7% | Added |
| Heritage Wealth Advisors | 4,180 | $548.0K | 0.03% | +8+0.2% | Added |
| Machina Capital S.A.S. | 4,180 | $548.0K | 0.48% | +4,180 | New |
| Perennial Investment Advisors, LLC | 4,180 | $548.1K | 0.10% | +28+0.7% | Added |
| Founders Financial Alliance, LLC | 4,207 | $548.5K | 0.27% | −2,165−34.0% | Reduced |
| Armor Investment Advisors, LLC | 4,193 | $549.7K | 0.31% | −43−1.0% | Reduced |
| Castle Rock Wealth Management, LLC | 4,544 | $550.5K | 0.20% | −237−5.0% | Reduced |
| Invictus Private Wealth, LLC | 4,200 | $550.6K | 0.06% | −90−2.1% | Reduced |
| Penbrook Management LLC | 4,200 | $550.6K | 0.43% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,202 | $550.8K | 0.06% | −2,284−35.2% | Reduced |
| ProVise Management Group, LLC | 4,203 | $551.0K | 0.05% | +1,445+52.4% | Added |
| Campbell Wealth Management | 4,210 | $552.0K | 0.07% | −77−1.8% | Reduced |
| Institute for Wealth Management, LLC. | 4,213 | $552.3K | 0.11% | −144−3.3% | Reduced |
| Signature Wealth Management Partners, LLC | 4,214 | $552.4K | 0.51% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,220 | $553.2K | 0.13% | −45−1.1% | Reduced |
| Intellectus Partners, LLC | 4,225 | $553.8K | 0.17% | +4,225 | New |
| Bond & Devick Financial Network, Inc. | 4,235 | $555.2K | 0.35% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,253 | $557.6K | 0.03% | −43−1.0% | Reduced |
| DF Dent & Co Inc | 4,264 | $559.0K | 0.01% | −845−16.5% | Reduced |
| Human Investing LLC | 4,264 | $559.0K | 0.14% | −995−18.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 4,275 | $560.4K | 0.45% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 4,281 | $561.2K | 0.08% | +26+0.6% | Added |
| Simon Quick Advisors, LLC | 4,289 | $562.2K | 0.06% | +550+14.7% | Added |
| Golden State Equity Partners | 4,292 | $562.7K | 0.30% | +4,292 | New |
| Addison Advisors LLC | 4,303 | $564.1K | 0.32% | +125+3.0% | Added |
| City Holding Co | 4,330 | $567.6K | 0.10% | +477+12.4% | Added |
| Bank of New Hampshire | 4,343 | $569.3K | 0.17% | −179−4.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,353 | $570.7K | 0.22% | +694+19.0% | Added |
| Legacy Capital Group California, Inc. | 4,360 | $571.6K | 0.28% | +4,360 | New |
| Planned Solutions, Inc. | 4,362 | $571.8K | 0.36% | 00.0% | Unchanged |