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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 7,316 | $959.1K | 0.01% | −1,558−17.6% | Reduced |
| Meridian Management Co | 7,311 | $958.4K | 0.31% | +11+0.2% | Added |
| Capstone Investment Advisors, LLC | 7,306 | $957.7K | 0.03% | −432−5.6% | Reduced |
| Kovack Advisors, Inc. | 7,303 | $957.4K | 0.13% | +222+3.1% | Added |
| Mission Creek Capital Partners, Inc. | 7,275 | $953.7K | 0.32% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 7,263 | $952.1K | 0.72% | +985+15.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,258 | $951.4K | 0.59% | +4+0.1% | Added |
| Prostatis Group LLC | 7,282 | $951.3K | 0.50% | −169−2.3% | Reduced |
| Atlas Capital Advisors LLC | 7,240 | $949.1K | 0.15% | −6,797−48.4% | Reduced |
| Thrive Wealth Management, LLC | 7,202 | $944.1K | 0.24% | +294+4.3% | Added |
| Mill Capital Management, LLC | 7,198 | $943.6K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 7,194 | $943.1K | 0.15% | 00.0% | Unchanged |
| Warner Financial, Inc | 7,180 | $941.0K | 0.65% | +5+0.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,155 | $937.9K | 0.55% | −1,675−19.0% | Reduced |
| Abn Amro Investment Solutions | 7,145 | $936.6K | 0.02% | +7,145 | New |
| Summit Financial Group Inc | 7,119 | $933.2K | 0.37% | +30.0% | Added |
| Tobam | 7,113 | $932.0K | 0.06% | −34,574−82.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,100 | $930.7K | 0.16% | −1,000−12.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,202 | $930.7K | 0.25% | −1,593−18.1% | Reduced |
| Ategra Capital Management, LLC | 7,071 | $926.9K | 0.52% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,062 | $925.7K | 0.08% | +1,104+18.5% | Added |
| Patten Group, Inc. | 7,057 | $925.1K | 0.28% | +642+10.0% | Added |
| Meritage Portfolio Management | 7,049 | $924.0K | 0.07% | +121+1.7% | Added |
| PBMares Wealth Management LLC | 7,045 | $923.5K | 0.34% | −453−6.0% | Reduced |
| First Foundation Advisors | 7,026 | $921.0K | 0.04% | +439+6.7% | Added |
| Innovis Asset Management LLC | 7,007 | $918.5K | 0.37% | +359+5.4% | Added |
| Arkadios Wealth Advisors | 6,977 | $914.6K | 0.11% | +955+15.9% | Added |
| Day & Ennis, LLC | 6,977 | $914.6K | 0.34% | +4+0.1% | Added |
| Twelve Points Wealth Management LLC | 6,964 | $912.9K | 0.52% | +2,101+43.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,957 | $912.0K | 0.63% | 00.0% | Unchanged |
| Lake Street Financial LLC | 6,934 | $909.0K | 0.17% | −81−1.2% | Reduced |
| Whitener Capital Management, Inc. | 6,933 | $908.8K | 0.38% | −427−5.8% | Reduced |
| Atlas Brown,Inc. | 6,929 | $908.4K | 0.42% | +78+1.1% | Added |
| Ironwood Investment Management LLC | 6,924 | $907.7K | 0.57% | +480+7.4% | Added |
| Wealth Management Associates, Inc. | 6,912 | $906.1K | 0.56% | −378−5.2% | Reduced |
| Trustco Bank Corp N Y | 6,889 | $903.1K | 0.99% | −133−1.9% | Reduced |
| Fort Sheridan Advisors LLC | 6,886 | $902.7K | 0.23% | +80+1.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,868 | $900.3K | 0.08% | +962+16.3% | Added |
| TCI Wealth Advisors, Inc. | 6,841 | $896.8K | 0.12% | −11−0.2% | Reduced |
| Icon Wealth Partners, LLC | 6,830 | $895.4K | 0.10% | +6,830 | New |
| Washington Capital Management Inc | 6,810 | $892.7K | 0.80% | −330−4.6% | Reduced |
| DoubleLine ETF Adviser LP | 6,808 | $892.5K | 0.38% | +1,129+19.9% | Added |
| Investment Partners, Ltd. | 6,807 | $892.3K | 0.47% | +248+3.8% | Added |
| Mystic Asset Management, Inc. | 6,803 | $891.8K | 0.49% | +61+0.9% | Added |
| Sherbrooke Park Advisers LLC | 6,800 | $891.4K | 1.35% | +6,800 | New |
| MONECO Advisors, LLC | 6,789 | $890.0K | 0.26% | −143−2.1% | Reduced |
| Headinvest, LLC | 6,787 | $889.7K | 0.20% | −110−1.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,776 | $888.3K | 0.59% | +276+4.2% | Added |
| First National Bank & Trust Co of Newtown | 6,774 | $888.0K | 0.20% | −35−0.5% | Reduced |
| Anchor Investment Management, LLC | 6,742 | $883.8K | 0.12% | −10−0.1% | Reduced |
| Clark Financial Services Group Inc | 6,720 | $881.0K | 1.30% | −4,036−37.5% | Reduced |
| Equitable Trust Co | 6,720 | $880.9K | 0.07% | +400+6.3% | Added |
| Range Financial Group LLC | 6,709 | $879.5K | 0.58% | −342−4.9% | Reduced |
| Straight Path Wealth Management | 6,689 | $876.9K | 0.70% | +30.0% | Added |
| North Star Asset Management Inc | 6,680 | $875.7K | 0.05% | +20.0% | Added |
| M. Kraus & Co | 6,677 | $875.3K | 0.31% | −274−3.9% | Reduced |
| Renaissance Investment Group LLC | 6,624 | $868.3K | 0.24% | +929+16.3% | Added |
| Bridge Creek Capital Management LLC | 6,597 | $864.8K | 0.32% | +3,287+99.3% | Added |
| Donoghue Forlines LLC | 6,547 | $858.2K | 0.31% | −3,080−32.0% | Reduced |
| Wills Financial Group, Inc. | 6,536 | $856.8K | 0.46% | +150+2.3% | Added |
| Jeppson Wealth Management, LLC | 6,520 | $854.7K | 0.37% | +57+0.9% | Added |
| Armstrong Henry H Associates Inc | 6,507 | $853.0K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 6,490 | $850.8K | 0.24% | 00.0% | Unchanged |
| Gratus Capital LLC | 6,482 | $849.8K | 0.07% | +799+14.1% | Added |
| Hancock Whitney Corp | 6,470 | $849.0K | 0.03% | +113+1.8% | Added |
| SOL Capital Management CO | 6,471 | $848.2K | 0.14% | −350−5.1% | Reduced |
| Harbor Investment Advisory, LLC | 6,459 | $846.8K | 0.13% | +263+4.2% | Added |
| Cascade Investment Group, Inc. | 6,449 | $845.4K | 0.83% | +725+12.7% | Added |
| Cobblestone Capital Advisors LLC | 6,437 | $843.8K | 0.06% | −370−5.4% | Reduced |
| Weil Company, Inc. | 6,437 | $843.8K | 0.38% | +502+8.5% | Added |
| Perfromance Wealth Partners, LLC | 6,435 | $843.6K | 0.04% | +122+1.9% | Added |
| Meridian Wealth Advisors, LLC | 6,428 | $842.6K | 0.21% | −4−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,418 | $841.3K | 0.06% | −137−2.1% | Reduced |
| Charles Schwab Trust Co | 6,416 | $841.1K | 0.10% | +3,570+125.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 6,411 | $840.5K | 0.51% | +437+7.3% | Added |
| NorthRock Partners, LLC | 6,398 | $838.7K | 0.09% | −727−10.2% | Reduced |
| Hoylecohen, LLC | 6,393 | $838.1K | 0.08% | +812+14.5% | Added |
| Stokes Family Office, LLC | 6,392 | $838.0K | 0.10% | −1,604−20.1% | Reduced |
| Lakeview Capital Partners, LLC | 6,925 | $837.2K | 0.26% | −73−1.0% | Reduced |
| Peoples Financial Services Corp. | 6,382 | $836.6K | 0.39% | +103+1.6% | Added |
| Certified Advisory Corp | 6,371 | $835.1K | 0.15% | +41+0.6% | Added |
| Adirondack Trust Co | 6,358 | $833.5K | 0.42% | −70−1.1% | Reduced |
| Sentry Investment Management LLC | 6,341 | $831.0K | 0.34% | +332+5.5% | Added |
| Resources Management Corp | 11,046 | $830.0K | 0.17% | −17,944−61.9% | Reduced |
| Keudell/Morrison Wealth Management | 6,327 | $829.4K | 0.24% | −4−0.1% | Reduced |
| MBA Advisors LLC | 6,303 | $826.3K | 0.51% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 6,300 | $825.9K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,288 | $824.2K | 0.17% | −33−0.5% | Reduced |
| First National Bank | 6,287 | $824.2K | 0.71% | −535−7.8% | Reduced |
| Strategic Blueprint, LLC | 6,281 | $823.4K | 0.08% | +396+6.7% | Added |
| Financial Partners Group, LLC | 6,270 | $822.0K | 0.43% | +380+6.5% | Added |
| Blue Edge Capital, LLC | 6,269 | $821.8K | 0.18% | +1,501+31.5% | Added |
| Empowered Funds, LLC | 6,265 | $821.3K | 0.05% | +2,490+66.0% | Added |
| Saxon Interests, Inc. | 6,256 | $820.1K | 0.46% | +3,806+155.3% | Added |
| Weatherly Asset Management L. P. | 6,254 | $819.9K | 0.11% | −625−9.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,252 | $819.6K | 0.07% | −370−5.6% | Reduced |
| Invst, LLC | 6,449 | $818.8K | 0.13% | −345−5.1% | Reduced |
| Berkshire Asset Management LLC | 6,234 | $817.2K | 0.05% | +6,234 | New |
| Adviser Investments LLC | 6,229 | $816.6K | 0.02% | −87−1.4% | Reduced |
| TFG Advisers LLC | 6,212 | $814.3K | 0.39% | +1,369+28.3% | Added |