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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 3,768 | $493.9K | 0.15% | −1,205−24.2% | Reduced |
| Greenfield Savings Bank | 3,766 | $493.7K | 0.32% | −99−2.6% | Reduced |
| WBH Advisory Inc | 3,753 | $492.0K | 0.06% | +3,753 | New |
| Terra Nova Asset Management LLC | 3,751 | $491.8K | 0.48% | −207−5.2% | Reduced |
| Old Second National Bank of Aurora | 3,750 | $491.6K | 0.14% | −200−5.1% | Reduced |
| Wealth Architects, LLC | 3,741 | $490.4K | 0.09% | −5−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 3,740 | $490.3K | 0.11% | +23+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,732 | $489.3K | 0.38% | +22+0.6% | Added |
| Trinity Legacy Partners, LLC | 3,723 | $488.0K | 0.18% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,719 | $487.5K | 0.02% | −365−8.9% | Reduced |
| Cidel Asset Management Inc | 3,718 | $487.4K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,715 | $487.0K | 0.03% | −122−3.2% | Reduced |
| Echo Street Capital Management LLC | 3,707 | $486.0K | 0.00% | +1,013+37.6% | Added |
| Hemenway Trust Co LLC | 3,701 | $485.2K | 0.05% | +351+10.5% | Added |
| Wealth Quarterback LLC | 3,700 | $485.1K | 0.41% | +41+1.1% | Added |
| Mountain Pacific Investment Advisers Inc | 3,682 | $482.7K | 0.03% | −100−2.6% | Reduced |
| Paragon Private Wealth Management, LLC | 3,681 | $482.5K | 0.41% | +1,045+39.6% | Added |
| Cullen Capital Management LLC | 3,678 | $482.1K | 0.00% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,677 | $482.0K | 0.04% | +266+7.8% | Added |
| CRA Financial Services, LLC | 3,667 | $480.7K | 0.14% | −12−0.3% | Reduced |
| MV Capital Management, Inc. | 3,664 | $480.3K | 0.07% | +37+1.0% | Added |
| Smith Shellnut Wilson LLC | 3,658 | $479.5K | 0.29% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 3,631 | $476.0K | 0.04% | −1,754−32.6% | Reduced |
| Cohen Investment Advisors LLC | 3,630 | $475.9K | 0.38% | +127+3.6% | Added |
| Landmark Financial Advisors, LLC | 3,624 | $475.1K | 0.21% | +388+12.0% | Added |
| Capasso Planning Partners LLC | 3,620 | $474.5K | 0.28% | −54−1.5% | Reduced |
| Hutchinson Capital Management | 3,616 | $474.0K | 0.12% | +9+0.2% | Added |
| Capital Advisors, Ltd. LLC | 3,616 | $474.0K | 0.08% | −237−6.2% | Reduced |
| Westshore Wealth, LLC | 3,609 | $473.1K | 0.25% | +309+9.4% | Added |
| Valmark Advisers, Inc. | 3,601 | $472.0K | 0.01% | +485+15.6% | Added |
| Financial Engines Advisors L.L.C. | 3,599 | $471.8K | 0.00% | +232+6.9% | Added |
| Summit X, LLC | 3,599 | $470.5K | 0.12% | −1,551−30.1% | Reduced |
| Norris Perne & French LLP | 3,587 | $470.2K | 0.04% | −285−7.4% | Reduced |
| Fort Point Capital Partners LLC | 3,584 | $469.8K | 0.08% | +834+30.3% | Added |
| Smith, Salley & Associates | 3,581 | $469.4K | 0.04% | +1,253+53.8% | Added |
| Horizon Kinetics Asset Management LLC | 3,580 | $469.3K | 0.01% | +80+2.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,581 | $469.0K | 0.26% | +4+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,571 | $468.1K | 0.23% | −50−1.4% | Reduced |
| Oldfather Financial Services, LLC | 3,567 | $467.6K | 0.24% | +2,000+127.6% | Added |
| 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 |
| Gs Investments, Inc. | 3,550 | $465.4K | 0.27% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,542 | $464.3K | 0.12% | +442+14.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,533 | $463.2K | 0.07% | −85−2.3% | Reduced |
| Derbend Asset Management | 3,533 | $463.2K | 0.35% | −1,645−31.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,532 | $463.0K | 0.44% | +4+0.1% | Added |
| LCNB Corp | 3,530 | $462.7K | 0.21% | +250+7.6% | Added |
| Cornerstone Advisors Asset Management, LLC | 3,528 | $462.5K | 0.23% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,522 | $461.7K | 0.30% | +250+7.6% | Added |
| WMG Financial Advisors, LLC | 3,415 | $460.1K | 0.38% | +105+3.2% | Added |
| Earnest Partners LLC | 3,505 | $459.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Colonial Trust Co | 3,482 | $456.5K | 0.12% | +330+10.5% | Added |
| Court Place Advisors, LLC | 3,465 | $454.2K | 0.16% | −300−8.0% | Reduced |
| Virtue Capital Management, LLC | 3,605 | $453.7K | 0.07% | −642−15.1% | Reduced |
| Bouchey Financial Group Ltd | 3,455 | $452.0K | 0.06% | 00.0% | Unchanged |
| SMART Wealth LLC | 3,448 | $452.0K | 0.40% | +20+0.6% | Added |
| Larson Financial Group LLC | 3,447 | $451.9K | 0.05% | −1,206−25.9% | Reduced |
| Indiana Trust & Investment Management CO | 3,440 | $450.9K | 0.24% | −17−0.5% | Reduced |
| 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 |
| Planning Alternatives Ltd | 3,424 | $448.9K | 0.09% | +555+19.3% | Added |
| Keeley-Teton Advisors, LLC | 3,422 | $448.6K | 0.06% | −170−4.7% | Reduced |
| Baron Financial Group, LLC | 3,416 | $447.8K | 0.28% | +46+1.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,419 | $445.8K | 0.32% | +215+6.7% | Added |
| Sanders Morris Harris LLC | 3,400 | $445.7K | 0.16% | +3,400 | New |
| Walled Lake Planning & Wealth Management, LLC | 3,399 | $445.5K | 0.23% | +3,399 | New |
| Garrison Point Advisors, LLC | 3,395 | $445.1K | 0.33% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,398 | $445.0K | 0.28% | +5+0.1% | Added |
| 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 |
| Wimmer Associates 1, LLC | 3,598 | $443.8K | 0.28% | −165−4.4% | Reduced |
| Maven Securities LTD | 3,385 | $443.7K | 0.07% | −24,265−87.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,384 | $443.6K | 0.14% | +120+3.7% | Added |
| Interchange Capital Partners, LLC | 3,377 | $442.7K | 0.24% | +3,377 | New |
| Abbrea Capital, LLC | 3,371 | $442.0K | 0.08% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,371 | $441.9K | 0.07% | +258+8.3% | Added |
| Boit C F David | 3,496 | $441.6K | 0.30% | 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 |
| Wealthquest Corp | 3,347 | $438.8K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,343 | $438.3K | 0.07% | −229−6.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,325 | $435.9K | 0.07% | +2+0.1% | Added |
| 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 |
| Ballast Advisors LLC | 3,315 | $434.6K | 0.17% | −9−0.3% | Reduced |
| Gilbert & Cook, Inc. | 3,313 | $434.3K | 0.07% | +26+0.8% | Added |
| Klingman & Associates, LLC | 3,309 | $433.8K | 0.04% | +65+2.0% | Added |
| GDS Wealth Management | 3,305 | $433.3K | 0.08% | −184−5.3% | Reduced |
| Callahan Advisors, LLC | 3,304 | $433.1K | 0.06% | 00.0% | Unchanged |
| 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 |
| Washington Trust Bank | 3,299 | $432.5K | 0.05% | −113−3.3% | Reduced |
| Family Firm, Inc. | 3,281 | $430.1K | 0.12% | −3,393−50.8% | Reduced |
| Putnam Investments LLC | 3,274 | $429.2K | 0.00% | +103+3.2% | Added |
| Sand Hill Global Advisors, LLC | 3,256 | $426.8K | 0.02% | +558+20.7% | Added |
| McGuire Investment Group, LLC | 3,254 | $426.6K | 0.08% | −132−3.9% | Reduced |
| One Capital Management, LLC | 3,249 | $425.9K | 0.02% | −60−1.8% | Reduced |
| Accredited Investors Inc. | 3,248 | $425.7K | 0.03% | −10−0.3% | Reduced |