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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 13,658 | $1.79M | 0.09% | −1,127−7.6% | Reduced |
| BFT Financial Group, LLC | 13,650 | $1.79M | 0.27% | +13,650 | New |
| Country Club Bank | 13,841 | $1.79M | 0.15% | −6,908−33.3% | Reduced |
| New England Research & Management, Inc. | 13,642 | $1.79M | 1.05% | +4,450+48.4% | Added |
| Ashton Thomas Private Wealth, LLC | 13,637 | $1.79M | 0.16% | +65+0.5% | Added |
| GSB Wealth Management, LLC | 13,613 | $1.78M | 0.58% | −1,457−9.7% | Reduced |
| Confluence Wealth Services, Inc. | 13,606 | $1.78M | 0.42% | +203+1.5% | Added |
| Dividend Assets Capital, LLC | 12,593 | $1.77M | 0.38% | 00.0% | Unchanged |
| Keel Point, LLC | 13,503 | $1.77M | 0.26% | −487−3.5% | Reduced |
| LVM Capital Management Ltd | 13,404 | $1.76M | 0.24% | +1,462+12.2% | Added |
| InterOcean Capital Group, LLC | 13,394 | $1.76M | 0.06% | +1,151+9.4% | Added |
| Capital Investment Counsel, Inc | 13,389 | $1.76M | 0.40% | −2,230−14.3% | Reduced |
| CWA Asset Management Group, LLC | 13,349 | $1.75M | 0.13% | +1,293+10.7% | Added |
| Joel Isaacson & Co., LLC | 13,282 | $1.74M | 0.13% | +111+0.8% | Added |
| Wealthcare Advisory Partners LLC | 13,276 | $1.74M | 0.07% | −533−3.9% | Reduced |
| Chilton Capital Management LLC | 13,261 | $1.74M | 0.10% | +536+4.2% | Added |
| GYL Financial Synergies, LLC | 13,259 | $1.74M | 0.21% | +8,294+167.0% | Added |
| Peloton Wealth Strategists | 13,250 | $1.74M | 0.79% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 13,245 | $1.74M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 13,227 | $1.73M | 0.02% | −52,171−79.8% | Reduced |
| CAPROCK Group, Inc. | 13,222 | $1.73M | 0.13% | +243+1.9% | Added |
| BCJ Capital Management, LLC | 13,183 | $1.73M | 0.16% | +5,394+69.3% | Added |
| Summit Financial Wealth Advisors, LLC | 13,162 | $1.73M | 0.41% | −50−0.4% | Reduced |
| Proequities, Inc. | 13,009 | $1.71M | 0.13% | +799+6.5% | Added |
| Brighton Jones LLC | 12,933 | $1.70M | 0.10% | −280−2.1% | Reduced |
| Culbertson A N & Co Inc | 12,921 | $1.69M | 0.35% | +407+3.3% | Added |
| Round Rock Advisors, LLC | 12,890 | $1.69M | 0.65% | −60.0% | Reduced |
| JFS Wealth Advisors, LLC | 12,884 | $1.69M | 0.16% | −40.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,853 | $1.68M | 0.13% | +420+3.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,792 | $1.68M | 0.01% | +3,179+33.1% | Added |
| StoneX Group Inc. | 12,782 | $1.68M | 0.18% | +422+3.4% | Added |
| Fca Corp | 12,775 | $1.67M | 0.63% | +404+3.3% | Added |
| Diversified Trust Co | 12,772 | $1.67M | 0.07% | +1,469+13.0% | Added |
| Forza Wealth Management, LLC | 12,730 | $1.67M | 0.86% | +1,102+9.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,690 | $1.66M | 0.02% | +50.0% | Added |
| Members Capital Advisors Inc | 12,662 | $1.66M | 1.20% | +12,662 | New |
| Independent Solutions Wealth Management, LLC | 12,659 | $1.66M | 0.49% | −641−4.8% | Reduced |
| Global Retirement Partners, LLC | 13,427 | $1.66M | 0.09% | +2,718+25.4% | Added |
| Legacy Wealth Asset Management, LLC | 12,642 | $1.66M | 0.60% | −75−0.6% | Reduced |
| Geneos Wealth Management Inc. | 12,633 | $1.66M | 0.10% | −3,156−20.0% | Reduced |
| Aull & Monroe Investment Management Corp | 12,605 | $1.65M | 0.84% | −126−1.0% | Reduced |
| Silvant Capital Management LLC | 12,575 | $1.65M | 0.11% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 12,574 | $1.65M | 1.40% | +270+2.2% | Added |
| McMillion Capital Management Inc | 12,550 | $1.65M | 1.55% | −837−6.3% | Reduced |
| Buckingham Strategic Partners | 12,533 | $1.64M | 0.11% | +1,038+9.0% | Added |
| Pinnacle Holdings, LLC | 12,458 | $1.63M | 0.76% | +29+0.2% | Added |
| TCM Advisors, LLC | – | $1.63M | 1.47% | – | – |
| Great Valley Advisor Group, Inc. | 12,398 | $1.63M | 0.08% | −2,213−15.1% | Reduced |
| Valicenti Advisory Services Inc | 12,341 | $1.62M | 0.54% | −500−3.9% | Reduced |
| Chesapeake Asset Management LLC | 12,334 | $1.62M | 1.48% | +12,334 | New |
| Ballentine Partners, LLC | 12,293 | $1.61M | 0.04% | −98−0.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,287 | $1.61M | 1.01% | +436+3.7% | Added |
| Warren Averett Asset Management, LLC | 12,280 | $1.61M | 0.08% | +1,769+16.8% | Added |
| HBK Investments L P | 12,244 | $1.61M | 0.06% | +12,244 | New |
| Matthew Goff Investment Advisor, LLC | 12,240 | $1.60M | 0.40% | −164−1.3% | Reduced |
| Lantz Financial LLC | 12,239 | $1.60M | 0.67% | +1,897+18.3% | Added |
| Modera Wealth Management, LLC | 12,228 | $1.60M | 0.06% | +1,566+14.7% | Added |
| Founders Financial Securities LLC | 12,204 | $1.60M | 0.23% | +1,412+13.1% | Added |
| Commerzbank Aktiengesellschaft | 12,157 | $1.59M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 12,150 | $1.59M | 0.22% | −180−1.5% | Reduced |
| Leavell Investment Management, Inc. | 12,100 | $1.59M | 0.11% | −158−1.3% | Reduced |
| Little House Capital LLC | 12,063 | $1.58M | 0.74% | −4,328−26.4% | Reduced |
| First National Bank of Omaha | 12,048 | $1.58M | 0.10% | −199−1.6% | Reduced |
| Empower Advisory Group, LLC | 11,920 | $1.57M | 0.01% | +11,920 | New |
| Merit Financial Group, LLC | 12,003 | $1.57M | 0.06% | −1,905−13.7% | Reduced |
| SRN Advisors, LLC | 12,171 | $1.57M | 1.44% | +4,040+49.7% | Added |
| Private Asset Management Inc | 11,953 | $1.57M | 0.26% | −690−5.5% | Reduced |
| Allegheny Financial Group LTD | 11,927 | $1.56M | 0.63% | +124+1.1% | Added |
| Klingenstein Fields & Co LP | 11,910 | $1.56M | 0.08% | −450−3.6% | Reduced |
| Gifford Fong Associates | 11,900 | $1.56M | 0.41% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,888 | $1.56M | 0.18% | −980−7.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,833 | $1.55M | 0.07% | +124+1.1% | Added |
| AlphaMark Advisors, LLC | 11,832 | $1.55M | 0.70% | +78+0.7% | Added |
| Aries Wealth Management | 11,787 | $1.55M | 0.63% | 00.0% | Unchanged |
| Mark Stevens | 11,662 | $1.53M | 0.20% | −6−0.1% | Reduced |
| DT Investment Partners, LLC | 12,045 | $1.52M | 0.18% | +841+7.5% | Added |
| Independent Financial Group, LLC | 11,552 | $1.51M | 0.12% | +3,856+50.1% | Added |
| Sage Investment Advisers LLC | 11,530 | $1.51M | 2.02% | +10.0% | Added |
| Ceera Investments, LLC | 11,508 | $1.51M | 0.96% | +324+2.9% | Added |
| Hamel Associates, Inc. | 11,495 | $1.51M | 0.52% | +45+0.4% | Added |
| Hudock, Inc. | 11,483 | $1.51M | 0.37% | −3,141−21.5% | Reduced |
| Eqis Capital Management, Inc. | 11,479 | $1.50M | 0.17% | −4,068−26.2% | Reduced |
| Qtron Investments LLC | 11,468 | $1.50M | 0.31% | −1,662−12.7% | Reduced |
| Transatlantique Private Wealth LLC | 11,598 | $1.50M | 0.83% | −675−5.5% | Reduced |
| Cooper Financial Group | 11,442 | $1.50M | 0.40% | +817+7.7% | Added |
| SkyOak Wealth, LLC | 11,403 | $1.49M | 0.46% | +1,525+15.4% | Added |
| DFPG Investments, LLC | 11,254 | $1.48M | 0.16% | +4,968+79.0% | Added |
| O'Rourke & Company, Inc | 11,224 | $1.47M | 1.12% | +446+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,075 | $1.47M | 0.10% | +911+9.0% | Added |
| Focused Wealth Management, Inc | 11,218 | $1.47M | 0.30% | +1,096+10.8% | Added |
| Hedges Asset Management LLC | 11,200 | $1.47M | 1.25% | +2,700+31.8% | Added |
| Waldron Private Wealth LLC | 11,106 | $1.46M | 0.07% | +1,305+13.3% | Added |
| Financial Architects, Inc | 11,096 | $1.45M | 0.23% | −1,175−9.6% | Reduced |
| Donaldson Capital Management, LLC | 11,032 | $1.45M | 0.07% | +851+8.4% | Added |
| Chesley Taft & Associates LLC | 11,021 | $1.44M | 0.09% | −20−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 11,004 | $1.44M | 0.55% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 10,994 | $1.44M | 0.42% | +10,994 | New |
| Griffin Asset Management, Inc. | 10,984 | $1.44M | 0.20% | −352−3.1% | Reduced |
| Emfo, LLC | 10,972 | $1.44M | 1.36% | −3,704−25.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,965 | $1.44M | 0.29% | +1,011+10.2% | Added |