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, Q2 2023
Institutional positions in International Business Machines Corp as of Jun 30, 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
- 2,429
- +51 vs. Q1 2023
- Shares held
- 523.6M
- +4.26M (+0.8%) vs. Q1 2023
- Total value
- $69.7B
- +$2.07B (+3.1%) vs. Q1 2023
- New holders
- 158
- 995 more added
- Sold out
- 107
- 945 more reduced
21 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 4,214 | $563.9K | 0.10% | +10.0% | Added |
| Retirement Investment Advisors, Inc. | 4,220 | $564.7K | 0.07% | +200+5.0% | Added |
| Northern Oak Wealth Management Inc | 4,228 | $565.7K | 0.07% | −13,604−76.3% | Reduced |
| Icon Wealth Partners, LLC | 4,235 | $566.6K | 0.06% | −2,595−38.0% | Reduced |
| GM Advisory Group, Inc. | 4,237 | $566.9K | 0.05% | +61+1.5% | Added |
| Financial Engines Advisors L.L.C. | 4,242 | $567.6K | 0.00% | +643+17.9% | Added |
| Wealth Dimensions Group, Ltd. | 4,242 | $567.7K | 0.21% | −111−2.5% | Reduced |
| Jarislowsky, Fraser Ltd | 4,250 | $568.7K | 0.00% | −800−15.8% | Reduced |
| Addison Advisors LLC | 4,250 | $568.7K | 0.28% | −53−1.2% | Reduced |
| Laurion Capital Management LP | 4,273 | $571.8K | 0.02% | +4,273 | New |
| Amplius Wealth Advisors, LLC | 4,273 | $571.8K | 0.08% | −95−2.2% | Reduced |
| Annex Advisory Services, LLC | 4,274 | $572.0K | 0.03% | +21+0.5% | Added |
| Lauterbach Financial Advisors, LLC | 4,275 | $572.1K | 0.44% | 00.0% | Unchanged |
| City Holding Co | 4,281 | $572.8K | 0.10% | −49−1.1% | Reduced |
| Israel Discount Bank of New York | 4,284 | $573.2K | 0.46% | −724−14.5% | Reduced |
| Perennial Investment Advisors, LLC | 4,299 | $575.2K | 0.10% | +119+2.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,320 | $578.1K | 0.37% | −707−14.1% | Reduced |
| Geller Advisors LLC | 4,323 | $578.5K | 0.07% | +935+27.6% | Added |
| Hengehold Capital Management LLC | 4,324 | $578.6K | 0.08% | +43+1.0% | Added |
| Bank of New Hampshire | 4,343 | $581.1K | 0.17% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,360 | $583.4K | 0.06% | +488+12.6% | Added |
| Cutter & CO Brokerage, Inc. | 4,378 | $585.8K | 0.17% | +412+10.4% | Added |
| Benjamin Edwards Inc | 4,385 | $587.0K | 0.14% | −1,262−22.3% | Reduced |
| VisionPoint Advisory Group, LLC | 4,387 | $587.0K | 0.24% | +2,190+99.7% | Added |
| HBK Investments L P | 4,388 | $587.2K | 0.02% | −7,856−64.2% | Reduced |
| Matrix Private Capital Group LLC | 4,393 | $587.8K | 0.43% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 4,400 | $588.8K | 0.03% | +4,400 | New |
| CoreFirst Bank & Trust | 4,411 | $590.2K | 0.42% | −750−14.5% | Reduced |
| Stewart & Patten Co LLC | 4,411 | $590.2K | 0.10% | −125−2.8% | Reduced |
| Thoroughbred Financial Services, LLC | 4,423 | $591.0K | 0.08% | −24−0.5% | Reduced |
| Norris Financial Group, LLC | 4,423 | $591.8K | 0.41% | −410−8.5% | Reduced |
| Roof Eidam & Maycock | 4,437 | $593.7K | 0.20% | 00.0% | Unchanged |
| Graypoint LLC | 4,443 | $594.6K | 0.06% | +490+12.4% | Added |
| Retirement Planning Co of New England, Inc. | 4,450 | $595.4K | 0.34% | −44−1.0% | Reduced |
| SNS Financial Group, LLC | 4,463 | $597.1K | 0.08% | +6+0.1% | Added |
| DRW Securities, LLC | 4,469 | $598.0K | 0.05% | +4,469 | New |
| Legacy Capital Group California, Inc. | 4,484 | $600.0K | 0.25% | +124+2.8% | Added |
| Summit Wealth Partners, LLC | 4,487 | $600.4K | 0.15% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 4,488 | $600.5K | 0.19% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,490 | $600.9K | 0.12% | −1,798−28.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,495 | $601.5K | 0.22% | 00.0% | Unchanged |
| City State Bank | 4,503 | $603.0K | 0.33% | −87−1.9% | Reduced |
| Ti-Trust, Inc | 4,522 | $605.1K | 0.56% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 4,530 | $606.1K | 0.15% | −41−0.9% | Reduced |
| NCM Capital Management, LLC | 4,551 | $609.0K | 0.42% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 4,552 | $609.1K | 0.38% | −237−4.9% | Reduced |
| Liberty Wealth Management LLC | 4,580 | $612.9K | 0.15% | +96+2.1% | Added |
| LS Investment Advisors, LLC | 4,583 | $613.3K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,586 | $613.6K | 0.07% | +215+4.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,623 | $614.1K | 0.45% | +1,204+35.2% | Added |
| Intergy Private Wealth, LLC | 4,590 | $614.2K | 0.30% | +4,590 | New |
| Evergreen Wealth Solutions, LLC | 4,593 | $614.5K | 0.62% | +565+14.0% | Added |
| Boston Research & Management Inc | 4,603 | $615.0K | 0.17% | +107+2.4% | Added |
| Manchester Financial Inc | 4,611 | $617.0K | 0.18% | −10−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 4,622 | $618.4K | 0.06% | −147−3.1% | Reduced |
| Capital Advisors Inc | 4,645 | $621.5K | 0.02% | −244−5.0% | Reduced |
| Port Capital LLC | 4,646 | $622.0K | 0.04% | −100−2.1% | Reduced |
| Certified Advisory Corp | 4,659 | $623.4K | 0.11% | −1,712−26.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,643 | $624.2K | 0.25% | +4,643 | New |
| Fortis Group Advisors, LLC | 4,669 | $624.7K | 0.17% | +44+1.0% | Added |
| Fenimore Asset Management Inc | 4,690 | $627.6K | 0.02% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 4,699 | $628.8K | 0.26% | +121+2.6% | Added |
| Blossom Wealth Management | 4,704 | $629.4K | 2.30% | +160+3.5% | Added |
| Field & Main Bank | 4,705 | $629.6K | 0.35% | −100−2.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,708 | $630.0K | 0.13% | −221−4.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,717 | $631.2K | 0.15% | −118−2.4% | Reduced |
| S. R. Schill & Associates | 4,722 | $631.9K | 0.29% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,730 | $632.9K | 0.03% | −71−1.5% | Reduced |
| MJP Associates Inc | 4,737 | $633.8K | 0.21% | −632−11.8% | Reduced |
| Copperwynd Financial, LLC | 4,748 | $635.3K | 0.30% | +140+3.0% | Added |
| Capstone Financial Advisors, Inc. | 4,764 | $637.4K | 0.05% | +12+0.3% | Added |
| Abacus Wealth Partners, LLC | 4,766 | $637.8K | 0.19% | −355−6.9% | Reduced |
| Delta Investment Management, LLC | 4,768 | $638.0K | 0.17% | 00.0% | Unchanged |
| Apexium Financial, LP | 4,768 | $638.0K | 0.06% | +156+3.4% | Added |
| Mather Group, LLC. | 4,777 | $639.2K | 0.01% | −967−16.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,801 | $642.4K | 0.42% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 4,803 | $642.7K | 0.70% | +81+1.7% | Added |
| Operose Advisors LLC | 4,804 | $642.8K | 0.29% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 4,844 | $648.2K | 0.47% | −203−4.0% | Reduced |
| Tradition Wealth Management, LLC | 4,867 | $651.0K | 0.08% | +158+3.4% | Added |
| Investment Partners, Ltd. | 4,878 | $652.7K | 0.34% | −1,929−28.3% | Reduced |
| Atwood & Palmer Inc | 4,900 | $655.7K | 0.06% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 4,674 | $655.9K | 0.13% | −370−7.3% | Reduced |
| Beach Investment Counsel Inc | 4,903 | $656.0K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,918 | $658.2K | 0.07% | −13,624−73.5% | Reduced |
| Prentice Wealth Management LLC | 4,927 | $659.3K | 0.30% | −239−4.6% | Reduced |
| Fairview Capital Investment Management, LLC | 4,928 | $659.4K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,950 | $662.4K | 0.09% | −268−5.1% | Reduced |
| Patten & Patten Inc | 4,972 | $665.3K | 0.05% | +64+1.3% | Added |
| Intercontinental Wealth Advisors, LLC | 4,990 | $667.7K | 0.16% | −101−2.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,996 | $668.6K | 0.31% | +12+0.2% | Added |
| Pitcairn Co | 5,010 | $670.4K | 0.06% | −878−14.9% | Reduced |
| Mirador Capital Partners LP | 5,019 | $671.6K | 0.16% | −268−5.1% | Reduced |
| Grove Bank & Trust | 5,025 | $672.4K | 0.14% | +10.0% | Added |
| Ignite Planners, LLC | 5,097 | $673.2K | 0.26% | −81−1.6% | Reduced |
| Quadrant Capital Group LLC | 5,058 | $676.8K | 0.07% | +856+20.4% | Added |
| Adviser Investments LLC | 5,066 | $677.9K | 0.01% | −1,163−18.7% | Reduced |
| Powell Investment Advisors, LLC | 5,067 | $678.1K | 0.40% | +3+0.1% | Added |
| Cranbrook Wealth Management, LLC | 5,091 | $681.2K | 0.19% | +10.0% | Added |
| Summit Trail Advisors, LLC | 5,095 | $681.8K | 0.03% | +277+5.7% | Added |