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 |
|---|---|---|---|---|---|
| City Holding Co | 4,330 | $567.6K | 0.10% | +477+12.4% | Added |
| Addison Advisors LLC | 4,303 | $564.1K | 0.32% | +125+3.0% | Added |
| Golden State Equity Partners | 4,292 | $562.7K | 0.30% | +4,292 | New |
| Simon Quick Advisors, LLC | 4,289 | $562.2K | 0.06% | +550+14.7% | Added |
| Hengehold Capital Management LLC | 4,281 | $561.2K | 0.08% | +26+0.6% | Added |
| Lauterbach Financial Advisors, LLC | 4,275 | $560.4K | 0.45% | 00.0% | Unchanged |
| Human Investing LLC | 4,264 | $559.0K | 0.14% | −995−18.9% | Reduced |
| DF Dent & Co Inc | 4,264 | $559.0K | 0.01% | −845−16.5% | Reduced |
| Annex Advisory Services, LLC | 4,253 | $557.6K | 0.03% | −43−1.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,235 | $555.2K | 0.35% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,225 | $553.8K | 0.17% | +4,225 | New |
| Bedel Financial Consulting, Inc. | 4,220 | $553.2K | 0.13% | −45−1.1% | Reduced |
| Signature Wealth Management Partners, LLC | 4,214 | $552.4K | 0.51% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,213 | $552.3K | 0.11% | −144−3.3% | Reduced |
| Campbell Wealth Management | 4,210 | $552.0K | 0.07% | −77−1.8% | Reduced |
| ProVise Management Group, LLC | 4,203 | $551.0K | 0.05% | +1,445+52.4% | Added |
| Quadrant Capital Group LLC | 4,202 | $550.8K | 0.06% | −2,284−35.2% | 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 |
| Castle Rock Wealth Management, LLC | 4,544 | $550.5K | 0.20% | −237−5.0% | Reduced |
| Armor Investment Advisors, LLC | 4,193 | $549.7K | 0.31% | −43−1.0% | Reduced |
| Founders Financial Alliance, LLC | 4,207 | $548.5K | 0.27% | −2,165−34.0% | Reduced |
| Perennial Investment Advisors, LLC | 4,180 | $548.1K | 0.10% | +28+0.7% | 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 |
| GM Advisory Group, Inc. | 4,176 | $547.4K | 0.05% | +262+6.7% | Added |
| One River Asset Management, LLC | 4,211 | $545.1K | 0.40% | +4,211 | New |
| Piscataqua Savings Bank | 4,146 | $543.5K | 0.46% | −534−11.4% | Reduced |
| Private Capital Management LLC | 4,140 | $542.7K | 0.16% | +2,269+121.3% | Added |
| Morningstar Investment Management LLC | 4,138 | $542.0K | 0.08% | +438+11.8% | Added |
| YHB Investment Advisors, Inc. | 4,127 | $541.0K | 0.05% | +417+11.2% | Added |
| Carlson Capital Management | 4,126 | $540.9K | 0.03% | +89+2.2% | Added |
| Brookfield Asset Management Inc. | 4,089 | $536.0K | 0.00% | +4,089 | New |
| Somerville Kurt F | 4,087 | $535.8K | 0.10% | −100−2.4% | 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 |
| Telos Capital Management, Inc. | 4,078 | $534.6K | 0.07% | −301−6.9% | Reduced |
| Greenwood Gearhart Inc | 4,069 | $533.4K | 0.07% | −12−0.3% | Reduced |
| Boston Trust Walden Corp | 4,067 | $533.1K | 0.00% | −707−14.8% | Reduced |
| Magnolia Capital Management Ltd | 4,057 | $532.0K | 0.50% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,055 | $531.6K | 0.15% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,050 | $531.0K | 0.26% | −675−14.3% | Reduced |
| Texas Yale Capital Corp. | 4,049 | $530.8K | 0.03% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,045 | $530.0K | 0.17% | −98−2.4% | Reduced |
| Marex Group plc | 4,039 | $529.5K | 0.07% | +639+18.8% | Added |
| High Net Worth Advisory Group LLC | 4,032 | $528.6K | 0.22% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,028 | $528.0K | 0.61% | −172−4.1% | Reduced |
| Davidson Trust Co | 4,024 | $527.5K | 0.41% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,023 | $527.4K | 0.07% | +711+21.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,022 | $527.3K | 0.02% | −560−12.2% | Reduced |
| Old North State Trust, LLC | 4,022 | $527.0K | 0.36% | −2,782−40.9% | Reduced |
| Retirement Investment Advisors, Inc. | 4,020 | $527.0K | 0.09% | +1,910+90.5% | Added |
| Endurance Wealth Management, Inc. | 4,015 | $526.0K | 0.07% | −14−0.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,004 | $524.9K | 0.27% | +252+6.7% | Added |
| Enterprise Financial Services Corp | 3,983 | $522.3K | 0.34% | −96−2.4% | Reduced |
| Mezzasalma Advisors, LLC | 3,982 | $522.0K | 0.37% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,981 | $521.9K | 0.30% | +13+0.3% | Added |
| Orion Capital Management LLC | 3,979 | $521.6K | 0.35% | +2,640+197.2% | Added |
| Gradient Investments LLC | 3,976 | $521.3K | 0.01% | +607+18.0% | Added |
| Berkshire Bank | 3,969 | $520.3K | 0.15% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 3,966 | $520.0K | 0.16% | −134−3.3% | Reduced |
| Tradewinds, LLC. | 3,961 | $519.3K | 0.31% | +3,961 | New |
| Wallace Advisory Group, LLC | 3,961 | $519.2K | 0.39% | +52+1.3% | Added |
| Graypoint LLC | 3,953 | $518.2K | 0.06% | −1,113−22.0% | Reduced |
| First National Corp | 3,945 | $517.1K | 0.12% | −39−1.0% | Reduced |
| StrategIQ Financial Group, LLC | 3,942 | $516.8K | 0.06% | +20+0.5% | Added |
| West Bancorporation Inc | 3,935 | $515.8K | 0.39% | −28−0.7% | Reduced |
| Insight Advisors, LLC | 3,935 | $515.8K | 0.12% | −197−4.8% | Reduced |
| Harvest Portfolios Group Inc. | 3,934 | $515.7K | 0.03% | +309+8.5% | Added |
| Sovereign Financial Group, Inc. | 3,933 | $515.5K | 0.19% | +23+0.6% | Added |
| Cornerstone Advisory, LLC | 3,919 | $513.7K | 0.09% | −1,324−25.3% | Reduced |
| Norwood Financial Corp | 3,916 | $513.3K | 0.81% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,912 | $513.0K | 0.11% | +1,337+51.9% | Added |
| MB, Levis & Associates, LLC | 3,912 | $512.9K | 0.36% | +136+3.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,887 | $509.5K | 0.05% | −263−6.3% | Reduced |
| LifeGuide Financial Advisors, LLC | 3,876 | $508.1K | 0.41% | +331+9.3% | Added |
| Crescent Grove Advisors, LLC | 3,872 | $507.6K | 0.06% | +770+24.8% | Added |
| Congress Park Capital LLC | 3,863 | $506.4K | 0.30% | −950−19.7% | Reduced |
| New Hampshire Trust | 3,861 | $506.1K | 0.14% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 3,863 | $506.0K | 0.08% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,859 | $505.9K | 0.07% | −481−11.1% | Reduced |
| Northeast Financial Consultants Inc | 3,856 | $505.5K | 0.03% | +5+0.1% | Added |
| Roth Financial Partners LLC | 3,852 | $505.0K | 0.34% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,850 | $504.7K | 0.19% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,843 | $503.8K | 0.04% | −4,356−53.1% | Reduced |
| MTM Investment Management, LLC | 3,840 | $503.4K | 0.26% | −21−0.5% | Reduced |
| McGowan Group Asset Management, Inc. | 3,840 | $503.4K | 0.08% | +1,816+89.7% | Added |
| Financial Sense Advisors, Inc. | 3,831 | $502.2K | 0.23% | −584−13.2% | Reduced |
| WMS Partners, LLC | 3,826 | $501.6K | 0.04% | −75−1.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,821 | $500.9K | 0.14% | +87+2.3% | Added |
| 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 |
| Banco BTG Pactual S.A. | 4,027 | $497.9K | 0.23% | +4,027 | New |
| Wealthsource Partners, LLC | 3,797 | $497.8K | 0.03% | −523−12.1% | Reduced |
| Zions Bancorporation, N.A. | 3,794 | $497.4K | 0.04% | −352−8.5% | Reduced |
| Everett Harris & Co | 3,793 | $497.2K | 0.01% | +460+13.8% | Added |
| Eads & Heald Wealth Management | 3,793 | $497.0K | 0.25% | −173−4.4% | Reduced |
| First International Bank & Trust | 3,787 | $496.4K | 0.16% | +177+4.9% | Added |
| Firestone Capital Management | 3,786 | $496.3K | 0.18% | −2,000−34.6% | Reduced |
| Tennessee Valley Asset Management Partners | 3,769 | $494.0K | 0.16% | +4+0.1% | Added |