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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 58,244 | $7.64M | 1.32% | +1,885+3.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 57,706 | $7.63M | 1.62% | −1,525−2.6% | Reduced |
| Thrivent Financial for Lutherans | 57,985 | $7.59M | 0.02% | −56,235−49.2% | Reduced |
| Ostrum Asset Management | 57,580 | $7.55M | 0.66% | +57,580 | New |
| TD Waterhouse Canada Inc. | 47,353 | $7.53M | 0.08% | −9,233−16.3% | Reduced |
| BancorpSouth Bank | 57,136 | $7.49M | 0.69% | +918+1.6% | Added |
| Crossmark Global Holdings, Inc. | 56,876 | $7.46M | 0.18% | −11,891−17.3% | Reduced |
| Nia Impact Advisors, LLC | 56,662 | $7.43M | 4.01% | +837+1.5% | Added |
| Montgomery Investment Management Inc | 56,447 | $7.40M | 2.61% | −1,050−1.8% | Reduced |
| Ossiam | 56,203 | $7.37M | 0.15% | +23,430+71.5% | Added |
| Beddow Capital Management Inc | 56,048 | $7.35M | 3.68% | +4,265+8.2% | Added |
| Kanawha Capital Management LLC | 55,884 | $7.33M | 0.70% | +478+0.9% | Added |
| Sit Investment Associates Inc | 55,572 | $7.29M | 0.20% | +55,572 | New |
| Keystone Financial Planning, Inc. | 55,470 | $7.27M | 2.47% | −753−1.3% | Reduced |
| WealthTrust Axiom LLC | 55,073 | $7.22M | 2.46% | −458−0.8% | Reduced |
| Linscomb & Williams, Inc. | 55,010 | $7.21M | 0.38% | −553−1.0% | Reduced |
| American Assets Investment Management, LLC | 55,000 | $7.21M | 0.83% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 54,898 | $7.20M | 0.56% | −1,325−2.4% | Reduced |
| Vident Investment Advisory, LLC | 54,889 | $7.20M | 0.23% | +4,522+9.0% | Added |
| Rice Partnership, LLC | 54,270 | $7.11M | 2.14% | +531+1.0% | Added |
| Bragg Financial Advisors, Inc | 53,908 | $7.07M | 0.42% | +320+0.6% | Added |
| Allied Investment Advisors, LLC | 53,597 | $7.03M | 2.18% | +1,682+3.2% | Added |
| Federation des caisses Desjardins du Quebec | 53,574 | $7.02M | 0.08% | −5,784−9.7% | Reduced |
| Alerus Financial NA | 53,551 | $7.02M | 0.62% | +1,529+2.9% | Added |
| Colony Group LLC | 53,211 | $6.97M | 0.10% | −1,530−2.8% | Reduced |
| Principle Wealth Partners LLC | 53,159 | $6.97M | 0.75% | +685+1.3% | Added |
| Fiduciary Trust Co | 53,149 | $6.97M | 0.13% | −5,925−10.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 52,858 | $6.93M | 1.28% | +15,825+42.7% | Added |
| Gotham Asset Management, LLC | 52,814 | $6.92M | 0.17% | +37,015+234.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 52,491 | $6.88M | 0.70% | −175−0.3% | Reduced |
| Wedbush Securities Inc | 52,335 | $6.86M | 0.34% | −4,875−8.5% | Reduced |
| First Financial Bank - Trust Division | 52,338 | $6.86M | 0.73% | +10,239+24.3% | Added |
| Aspen Grove Capital, LLC | 52,217 | $6.85M | 2.99% | +28+0.1% | Added |
| Te Ahumairangi Investment Management Ltd | 52,190 | $6.84M | 0.98% | +1,700+3.4% | Added |
| Veritable, L.P. | 52,166 | $6.84M | 0.12% | −2,464−4.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,133 | $6.83M | 0.11% | −512−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 51,896 | $6.80M | 0.28% | −1,377−2.6% | Reduced |
| WSFS Capital Management, LLC | 51,211 | $6.71M | 0.70% | −234−0.5% | Reduced |
| NewSquare Capital LLC | 51,208 | $6.71M | 0.79% | +3,187+6.6% | Added |
| Macquarie Group Ltd | 50,959 | $6.68M | 0.01% | −3,092−5.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 50,608 | $6.63M | 0.15% | +22,318+78.9% | Added |
| Lathrop Investment Management Corp | 50,272 | $6.59M | 1.40% | +337+0.7% | Added |
| Sompo Asset Management Co., Ltd. | 50,260 | $6.59M | 1.39% | +920+1.9% | Added |
| Group One Trading, L.P. | 50,068 | $6.56M | 0.31% | +50,068 | New |
| Raymond James Trust N.A. | 49,904 | $6.54M | 0.21% | −63−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 49,841 | $6.53M | 0.12% | +160.0% | Added |
| Avantax Advisory Services, Inc. | 49,744 | $6.52M | 0.08% | +7,065+16.6% | Added |
| Bessemer Group Inc | 49,443 | $6.48M | 0.02% | −364−0.7% | Reduced |
| Adell Harriman & Carpenter Inc | 49,371 | $6.47M | 0.70% | −125−0.3% | Reduced |
| Lido Advisors, LLC | 49,200 | $6.45M | 0.09% | +42+0.1% | Added |
| Gibraltar Capital Management, Inc. | 48,961 | $6.42M | 3.00% | +2,273+4.9% | Added |
| Cohen Capital Management, Inc. | 48,713 | $6.39M | 1.29% | −128−0.3% | Reduced |
| La Banque Postale Asset Management SA | 47,814 | $6.27M | 0.16% | −2,164−4.3% | Reduced |
| Lynch & Associates | 47,673 | $6.25M | 1.64% | −557−1.2% | Reduced |
| Independent Advisor Alliance | 47,616 | $6.24M | 0.30% | −5,972−11.1% | Reduced |
| Advisors Management Group Inc | 47,399 | $6.21M | 1.98% | +182+0.4% | Added |
| Ironwood Investment Counsel, LLC | 47,302 | $6.20M | 1.48% | −883−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 47,094 | $6.17M | 0.16% | +1,281+2.8% | Added |
| Whittier Trust Co | 46,883 | $6.15M | 0.11% | −1,331−2.8% | Reduced |
| RMB Capital Management, LLC | 46,691 | $6.12M | 0.21% | +12,250+35.6% | Added |
| Kovitz Investment Group Partners, LLC | 46,573 | $6.11M | 0.11% | −131−0.3% | Reduced |
| Monte Financial Group, LLC | 46,566 | $6.10M | 3.23% | −313−0.7% | Reduced |
| Nicholas Company, Inc. | 46,340 | $6.07M | 0.12% | −12,590−21.4% | Reduced |
| Dorchester Wealth Management Co | 46,194 | $6.06M | 1.25% | +7,850+20.5% | Added |
| Insight Folios Inc | 46,063 | $6.04M | 2.68% | +1,854+4.2% | Added |
| Level Four Advisory Services, LLC | 45,791 | $6.00M | 0.39% | −1,136−2.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 45,750 | $6.00M | 0.16% | −42,746−48.3% | Reduced |
| Cutler Investment Counsel LLC | 45,498 | $5.96M | 0.93% | +196+0.4% | Added |
| Meridian Wealth Management, LLC | 45,240 | $5.93M | 0.52% | +6,199+15.9% | Added |
| GWM Advisors LLC | 46,242 | $5.93M | 0.07% | −2,129−4.4% | Reduced |
| PEAK6 Investments LLC | 45,163 | $5.92M | 0.38% | +35,830+383.9% | Added |
| C2C Wealth Management, LLC | 45,902 | $5.90M | 0.95% | +11,941+35.2% | Added |
| Hourglass Capital, LLC | 44,120 | $5.78M | 2.09% | −500−1.1% | Reduced |
| Marathon Capital Management | 44,012 | $5.77M | 1.42% | +230+0.5% | Added |
| Ameritas Investment Partners, Inc. | 43,906 | $5.76M | 0.23% | +800+1.9% | Added |
| CX Institutional | 43,660 | $5.75M | 0.31% | +37,865+653.4% | Added |
| HGK Asset Management Inc | 43,516 | $5.71M | 1.77% | +8,537+24.4% | Added |
| Avantax Planning Partners, Inc. | 43,461 | $5.70M | 0.23% | −1,533−3.4% | Reduced |
| Northwest & Ethical Investments L.P. | 43,109 | $5.65M | 0.19% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 42,920 | $5.63M | 1.19% | +11,113+34.9% | Added |
| Integrated Wealth Concepts LLC | 42,538 | $5.58M | 0.11% | +22,139+108.5% | Added |
| Mutual Advisors, LLC | 42,470 | $5.57M | 0.23% | +17,314+68.8% | Added |
| Soltis Investment Advisors LLC | 42,357 | $5.55M | 0.71% | +4,393+11.6% | Added |
| XML Financial, LLC | 42,252 | $5.54M | 0.67% | +337+0.8% | Added |
| Columbia Asset Management | 42,236 | $5.54M | 1.26% | +2,660+6.7% | Added |
| Toth Financial Advisory Corp | 42,170 | $5.53M | 0.86% | −324−0.8% | Reduced |
| Sigma Planning Corp | 42,065 | $5.51M | 0.18% | −740−1.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 41,927 | $5.50M | 2.54% | +1,053+2.6% | Added |
| New Mexico Educational Retirement Board | 41,847 | $5.49M | 0.28% | −1,300−3.0% | Reduced |
| Addenda Capital Inc. | 41,697 | $5.47M | 0.22% | −321−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 41,400 | $5.43M | 0.21% | +2,600+6.7% | Added |
| Winslow Asset Management Inc | 41,306 | $5.42M | 1.26% | +533+1.3% | Added |
| Sawtooth Solutions, LLC | 41,303 | $5.41M | 0.14% | +28,758+229.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 41,259 | $5.41M | 1.89% | −517−1.2% | Reduced |
| Principal Street Partners, LLC | 41,239 | $5.41M | 1.37% | −35−0.1% | Reduced |
| Banque Cantonale Vaudoise | 41,217 | $5.40M | 0.27% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 40,874 | $5.36M | 0.21% | −1,954−4.6% | Reduced |
| Pathstone Family Office, LLC | 40,042 | $5.33M | 0.09% | −15,269−27.6% | Reduced |
| Duality Advisers, LP | 40,502 | $5.31M | 0.60% | +32,939+435.5% | Added |
| Metropolitan Life Insurance Co | 40,439 | $5.30M | 0.27% | −11,856−22.7% | Reduced |