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 |
|---|---|---|---|---|---|
| WBI Investments | 21,297 | $2.79M | 0.56% | −26,733−55.7% | Reduced |
| Gries Financial LLC | 21,201 | $2.78M | 0.82% | −2,188−9.4% | Reduced |
| Prospera Financial Services Inc | 21,178 | $2.78M | 0.11% | −447−2.1% | Reduced |
| Wade G W & Inc | 21,179 | $2.78M | 0.11% | +290+1.4% | Added |
| Farmers National Bank | 21,155 | $2.77M | 0.98% | +319+1.5% | Added |
| Park Avenue Securities LLC | 21,064 | $2.76M | 0.05% | +747+3.7% | Added |
| Money Concepts Capital Corp | 21,037 | $2.76M | 0.15% | −13,885−39.8% | Reduced |
| Rathbone Brothers plc | 20,992 | $2.75M | 0.03% | −906−4.1% | Reduced |
| Carret Asset Management, LLC | 20,905 | $2.74M | 0.38% | −2,107−9.2% | Reduced |
| Alberta Investment Management Corp | 20,900 | $2.74M | 0.03% | −26,450−55.9% | Reduced |
| Montag A & Associates Inc | 20,861 | $2.73M | 0.18% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 20,798 | $2.73M | 0.82% | +914+4.6% | Added |
| Strategic Advisors LLC | 20,777 | $2.72M | 0.55% | +5,803+38.8% | Added |
| Charter Research & Investment Group, Inc. | 20,766 | $2.72M | 2.38% | +289+1.4% | Added |
| EP Wealth Advisors, LLC | 117,680 | $2.72M | 0.05% | +99,242+538.2% | Added |
| KMG Fiduciary Partners, LLC | 20,682 | $2.71M | 0.39% | +1,131+5.8% | Added |
| Herold Advisors, Inc. | 20,665 | $2.71M | 0.94% | +385+1.9% | Added |
| J. W. Coons Advisors, LLC | 20,598 | $2.70M | 0.78% | −400−1.9% | Reduced |
| Deseret Mutual Benefit Administrators | 20,595 | $2.70M | 1.07% | +1,419+7.4% | Added |
| IFG Advisory, LLC | 20,508 | $2.69M | 0.25% | +112+0.5% | Added |
| Silicon Valley Capital Partners | 20,430 | $2.68M | 0.56% | +3,039+17.5% | Added |
| Hanson & Doremus Investment Management | 20,424 | $2.68M | 0.60% | −2,572−11.2% | Reduced |
| Socha Financial Group, LLC | 20,418 | $2.68M | 1.73% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 20,402 | $2.67M | 3.03% | +445+2.2% | Added |
| Bryn Mawr Trust Co | 20,391 | $2.67M | 0.12% | −691−3.3% | Reduced |
| Farmers & Merchants Investments Inc | 20,288 | $2.66M | 0.11% | −21,173−51.1% | Reduced |
| Next Level Private LLC | 20,188 | $2.65M | 2.08% | +411+2.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 20,185 | $2.65M | 0.60% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.64M | 2.47% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20,292 | $2.62M | 0.08% | −3,521−14.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.62M | 0.40% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 19,899 | $2.61M | 0.13% | −144−0.7% | Reduced |
| Paragon Capital Management LLC | 19,877 | $2.61M | 1.58% | −304−1.5% | Reduced |
| Affinity Investment Advisors, LLC | 19,827 | $2.60M | 1.39% | −4,371−18.1% | Reduced |
| Westmount Partners, LLC | 19,816 | $2.60M | 1.20% | +53+0.3% | Added |
| Smithfield Trust Co | 19,797 | $2.59M | 0.17% | +217+1.1% | Added |
| AIMZ Investment Advisors, LLC | 19,698 | $2.58M | 1.16% | −346−1.7% | Reduced |
| RSM US Wealth Management LLC | 19,649 | $2.58M | 0.09% | +13,548+222.1% | Added |
| Greenleaf Trust | 19,618 | $2.57M | 0.03% | −1,068−5.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,543 | $2.56M | 0.11% | −2,724−12.2% | Reduced |
| Siemens Fonds Invest GmbH | 19,508 | $2.56M | 0.27% | −107−0.5% | Reduced |
| PFG Investments, LLC | 19,498 | $2.56M | 0.52% | +19,498 | New |
| Exencial Wealth Advisors, LLC | 19,247 | $2.52M | 0.13% | −3,135−14.0% | Reduced |
| Pettee Investors, Inc. | 19,165 | $2.51M | 1.20% | +1,439+8.1% | Added |
| N.E.W. Advisory Services LLC | 19,066 | $2.50M | 0.36% | +1,509+8.6% | Added |
| Garner Asset Management Corp | 19,029 | $2.50M | 1.18% | −791−4.0% | Reduced |
| Ascent Group, LLC | 19,015 | $2.49M | 0.27% | +1,363+7.7% | Added |
| Atlas Wealth LLC | 19,002 | $2.49M | 0.49% | −371−1.9% | Reduced |
| NTV Asset Management LLC | 18,984 | $2.49M | 0.46% | +100+0.5% | Added |
| Neville Rodie & Shaw Inc | 18,863 | $2.47M | 0.22% | −250−1.3% | Reduced |
| Park National Corp | 18,828 | $2.47M | 0.11% | +1,479+8.5% | Added |
| McDonald Partners LLC | 18,791 | $2.46M | 0.80% | +529+2.9% | Added |
| SeaBridge Investment Advisors LLC | 18,655 | $2.45M | 0.85% | −1,272−6.4% | Reduced |
| Belpointe Asset Management LLC | 18,542 | $2.43M | 0.13% | −1,738−8.6% | Reduced |
| Sequoia Financial Advisors, LLC | 18,446 | $2.42M | 0.05% | −785−4.1% | Reduced |
| Allworth Financial LP | 18,443 | $2.42M | 0.02% | −2,093−10.2% | Reduced |
| Hall Laurie J Trustee | 18,368 | $2.41M | 1.03% | +4,035+28.2% | Added |
| 180 Wealth Advisors, LLC | 18,343 | $2.40M | 0.56% | +144+0.8% | Added |
| Bridges Investment Management Inc | 18,336 | $2.40M | 0.09% | −200−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 18,327 | $2.40M | 0.17% | −283−1.5% | Reduced |
| Citadel Investment Advisory, Inc. | 18,206 | $2.39M | 1.62% | −500−2.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,045 | $2.37M | 0.06% | −1,290−6.7% | Reduced |
| Moody National Bank Trust Division | 18,008 | $2.36M | 0.20% | +872+5.1% | Added |
| Leelyn Smith, LLC | 17,901 | $2.35M | 0.60% | +277+1.6% | Added |
| Sterneck Capital Management, LLC | 17,900 | $2.35M | 1.48% | +1,376+8.3% | Added |
| Old Point Trust & Financial Services N A | 17,896 | $2.35M | 1.03% | +1,730+10.7% | Added |
| Fisher Asset Management, LLC | 17,864 | $2.34M | 0.00% | −5,641−24.0% | Reduced |
| Northern Oak Wealth Management Inc | 17,832 | $2.34M | 0.28% | +1,282+7.7% | Added |
| Jones Financial Companies LLLP | 17,824 | $2.34M | 0.00% | +491+2.8% | Added |
| Core Alternative Capital | 17,752 | $2.33M | 0.31% | +56+0.3% | Added |
| ZWJ Investment Counsel Inc | 17,748 | $2.33M | 0.13% | −717−3.9% | Reduced |
| Plimoth Trust Co LLC | 17,598 | $2.31M | 0.72% | +253+1.5% | Added |
| Stolper Co | 17,583 | $2.31M | 0.99% | −24,165−57.9% | Reduced |
| HBK Sorce Advisory LLC | 17,535 | $2.30M | 0.10% | −48,889−73.6% | Reduced |
| Exeter Financial, LLC | 17,542 | $2.30M | 1.15% | −140−0.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 17,523 | $2.30M | 0.56% | +348+2.0% | Added |
| EagleClaw Capital Managment, LLC | 17,522 | $2.30M | 0.54% | +12+0.1% | Added |
| AIA Group Ltd | 17,327 | $2.27M | 0.12% | −2,537−12.8% | Reduced |
| Spire Wealth Management | 17,314 | $2.27M | 0.09% | +2,774+19.1% | Added |
| AMG National Trust Bank | 17,304 | $2.27M | 0.08% | −60.0% | Reduced |
| Sumitomo Life Insurance Co | 17,285 | $2.27M | 0.19% | −127−0.7% | Reduced |
| Change Path, LLC | 17,258 | $2.26M | 0.11% | −39−0.2% | Reduced |
| Green Alpha Advisors, LLC | 17,192 | $2.25M | 1.58% | +1,058+6.6% | Added |
| Round Hill Asset Management | 17,171 | $2.25M | 1.40% | −208−1.2% | Reduced |
| Gateway Investment Advisers LLC | 17,090 | $2.24M | 0.03% | +3,402+24.9% | Added |
| Edmp, Inc. | 17,045 | $2.23M | 2.24% | 00.0% | Unchanged |
| Nomura Holdings Inc | 17,005 | $2.23M | 0.02% | +12,806+305.0% | Added |
| Fayez Sarofim & Co | 17,003 | $2.23M | 0.01% | −1,046−5.8% | Reduced |
| Capital Analysts, LLC | 16,986 | $2.23M | 0.13% | +1,425+9.2% | Added |
| Osterweis Capital Management Inc | 16,975 | $2.23M | 0.15% | −880−4.9% | Reduced |
| Point72 Middle East FZE | 16,970 | $2.22M | 0.13% | +13,160+345.4% | Added |
| International Assets Investment Management, LLC | 16,968 | $2.22M | 0.32% | −16,541−49.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,960 | $2.22M | 0.65% | −206−1.2% | Reduced |
| S&CO Inc | 16,888 | $2.21M | 0.19% | 00.0% | Unchanged |
| Veriti Management LLC | 16,823 | $2.21M | 0.26% | +17+0.1% | Added |
| Wetherby Asset Management Inc | 16,817 | $2.20M | 0.13% | −2,283−12.0% | Reduced |
| Zhang Financial LLC | 16,779 | $2.20M | 0.25% | +52+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 16,777 | $2.20M | 0.15% | +2,064+14.0% | Added |
| Citizens Financial Group Inc | 16,765 | $2.20M | 0.08% | +4,184+33.3% | Added |
| Spinnaker Trust | 16,752 | $2.20M | 0.17% | −1,362−7.5% | Reduced |