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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 5,103 | $682.8K | 0.05% | +2,162+73.5% | Added |
| Boltwood Capital Management | 5,120 | $685.1K | 0.25% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 5,120 | $685.1K | 0.11% | +52+1.0% | Added |
| Financial Advocates Investment Management | 5,126 | $685.9K | 0.05% | −109−2.1% | Reduced |
| Heritage Financial Services, LLC | 5,128 | $686.2K | 0.14% | +63+1.2% | Added |
| Nemes Rush Group LLC | 5,130 | $686.4K | 0.12% | +5,130 | New |
| Infrastructure Capital Advisors, LLC | 5,134 | $687.0K | 0.13% | +252+5.2% | Added |
| Palumbo Wealth Management LLC | 5,136 | $687.3K | 0.42% | +49+1.0% | Added |
| Castle Rock Wealth Management, LLC | 5,129 | $688.5K | 0.24% | +585+12.9% | Added |
| First Western Trust Bank | 5,151 | $689.3K | 0.03% | −66−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 5,219 | $689.3K | 0.09% | −3,669−41.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,156 | $689.9K | 0.23% | +32+0.6% | Added |
| Connecticut Wealth Management, LLC | 5,168 | $691.5K | 0.05% | +33+0.6% | Added |
| Inceptionr LLC | 5,191 | $694.6K | 0.37% | +5,191 | New |
| EHP Funds Inc. | 5,200 | $695.8K | 0.20% | 00.0% | Unchanged |
| Bath Savings Trust Co | 5,215 | $697.8K | 0.08% | −150−2.8% | Reduced |
| Private Portfolio Partners LLC | 5,220 | $698.4K | 0.18% | −282−5.1% | Reduced |
| Impact Partnership Wealth, LLC | 5,230 | $699.9K | 0.24% | +5,230 | New |
| Continuum Advisory, LLC | 5,234 | $700.3K | 0.11% | +272+5.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,236 | $700.6K | 0.11% | −316−5.7% | Reduced |
| 9258 Wealth Management, LLC | 5,244 | $701.7K | 0.13% | −297−5.4% | Reduced |
| Steward Financial Group LLC | 5,252 | $702.0K | 0.22% | +5,252 | New |
| Destination Wealth Management | 5,260 | $703.8K | 0.03% | +2,918+124.6% | Added |
| Clark Capital Management Group, Inc. | 5,276 | $706.0K | 0.01% | +867+19.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,314 | $711.1K | 0.32% | −25−0.5% | Reduced |
| Sawyer & Company, Inc | 5,319 | $712.0K | 0.33% | −118−2.2% | Reduced |
| Roman Butler Fullerton & Co | 5,262 | $712.8K | 0.33% | −2,504−32.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,335 | $713.9K | 0.23% | −1,940−26.7% | Reduced |
| Roffman Miller Associates Inc | 5,340 | $714.6K | 0.05% | −49−0.9% | Reduced |
| My Legacy Advisors, LLC | 5,338 | $714.9K | 0.28% | −313−5.5% | Reduced |
| Lebenthal Global Advisors, LLC | 5,351 | $716.0K | 0.21% | −313−5.5% | Reduced |
| Accurate Wealth Management, LLC | 5,369 | $716.3K | 0.22% | −403−7.0% | Reduced |
| Oak Asset Management, LLC | 5,357 | $716.8K | 0.30% | +4+0.1% | Added |
| LBMC Investment Advisors, LLC | 5,378 | $719.6K | 0.07% | −267−4.7% | Reduced |
| Marcum Wealth, LLC | 5,405 | $723.3K | 0.08% | −266−4.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,017 | $723.7K | 0.32% | +16+0.3% | Added |
| Register Financial Advisors LLC | 5,409 | $723.8K | 0.52% | −322−5.6% | Reduced |
| TRUE Private Wealth Advisors | 5,414 | $724.4K | 0.11% | +3+0.1% | Added |
| Cable Hill Partners, LLC | 5,429 | $726.5K | 0.09% | −142−2.5% | Reduced |
| EPG Wealth Management LLC | 5,429 | $726.5K | 0.21% | −200−3.6% | Reduced |
| Mount Vernon Associates Inc | 5,430 | $727.0K | 0.77% | −50−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 5,442 | $728.1K | 0.13% | −230−4.1% | Reduced |
| Roanoke Asset Management Corp | 5,445 | $729.0K | 0.29% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,470 | $732.0K | 0.02% | −700−11.3% | Reduced |
| WoodTrust Financial Corp | 5,471 | $732.0K | 0.14% | −4,072−42.7% | Reduced |
| S.E.E.D. Planning Group LLC | 5,484 | $733.8K | 0.26% | +316+6.1% | Added |
| Benin Management CORP | 5,493 | $735.1K | 0.26% | −450−7.6% | Reduced |
| V-Square Quantitative Management LLC | 5,500 | $736.0K | 0.54% | +78+1.4% | Added |
| Glassman Wealth Services | 5,502 | $736.3K | 0.12% | +843+18.1% | Added |
| Armstrong, Fleming & Moore, Inc | 5,505 | $736.7K | 0.68% | +5,505 | New |
| Focus Financial Network, Inc. | 5,510 | $737.4K | 0.04% | +18+0.3% | Added |
| Aspiriant, LLC | 5,540 | $741.4K | 0.04% | −76−1.4% | Reduced |
| Kades & Cheifetz LLC | 5,545 | $742.0K | 0.57% | +9+0.2% | Added |
| Coastal Bridge Advisors, LLC | 5,551 | $742.8K | 0.18% | +99+1.8% | Added |
| Wedmont Private Capital | 5,577 | $743.9K | 0.08% | +691+14.1% | Added |
| Simon Quick Advisors, LLC | 5,564 | $744.6K | 0.07% | +1,275+29.7% | Added |
| GeoWealth Management, LLC | 5,576 | $747.0K | 0.08% | +3,397+155.9% | Added |
| Strategic Financial Services, Inc, | 5,247 | $747.7K | 0.06% | −347−6.2% | Reduced |
| SFMG, LLC | 5,596 | $748.8K | 0.08% | +147+2.7% | Added |
| Waddell & Associates, LLC | 5,599 | $749.2K | 0.11% | −2,485−30.7% | Reduced |
| San Luis Wealth Advisors LLC | 5,637 | $754.0K | 0.27% | −212−3.6% | Reduced |
| Cullen Capital Management LLC | 5,648 | $755.8K | 0.01% | +1,970+53.6% | Added |
| Insight Advisors, LLC | 5,656 | $756.9K | 0.17% | +1,721+43.7% | Added |
| Pekin Hardy Strauss, Inc. | 5,661 | $757.5K | 0.12% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 5,670 | $758.7K | 0.15% | +701+14.1% | Added |
| Core Wealth Partners LLC | 5,671 | $758.9K | 0.70% | +329+6.2% | Added |
| True Wealth Design, LLC | 5,689 | $761.2K | 0.28% | −33−0.6% | Reduced |
| Boston Financial Mangement LLC | 5,689 | $761.2K | 0.03% | +648+12.9% | Added |
| Wealth Alliance | 5,729 | $766.6K | 0.11% | +153+2.7% | Added |
| Pinnacle West Asset Management, Inc. | 5,735 | $767.0K | 0.74% | −100−1.7% | Reduced |
| Hexagon Capital Partners LLC | 5,742 | $768.3K | 0.20% | +307+5.6% | Added |
| Cowa, LLC | 5,744 | $768.6K | 0.51% | +449+8.5% | Added |
| Summit Financial Group Inc | 5,751 | $769.5K | 0.30% | −1,368−19.2% | Reduced |
| Weatherly Asset Management L. P. | 5,752 | $769.7K | 0.09% | −502−8.0% | Reduced |
| NorthRock Partners, LLC | 5,757 | $770.3K | 0.08% | −641−10.0% | Reduced |
| Bridge Creek Capital Management LLC | 5,762 | $771.0K | 0.28% | −835−12.7% | Reduced |
| Legacy Financial Advisors, Inc. | 5,771 | $772.3K | 0.14% | −31−0.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,781 | $773.6K | 0.69% | +2,249+63.7% | Added |
| Mirabella Financial Services LLP | 5,800 | $776.1K | 0.09% | −2,129−26.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,802 | $776.4K | 0.27% | +322+5.9% | Added |
| Cross Staff Investments Inc | 5,804 | $776.6K | 0.71% | +156+2.8% | Added |
| Ategra Capital Management, LLC | 5,813 | $777.8K | 0.42% | −1,258−17.8% | Reduced |
| Renaissance Investment Group LLC | 5,813 | $777.8K | 0.20% | −811−12.2% | Reduced |
| Park Edge Advisors, LLC | 5,814 | $778.0K | 0.26% | −208−3.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,821 | $778.9K | 0.09% | +35+0.6% | Added |
| First County Bank | 5,826 | $779.6K | 0.38% | −131−2.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,830 | $780.2K | 0.24% | −4,862−45.5% | Reduced |
| Northern Financial Advisors Inc | 5,996 | $782.0K | 0.69% | −190−3.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 5,849 | $782.6K | 0.33% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 5,869 | $785.3K | 0.97% | 00.0% | Unchanged |
| PFG Advisors | 5,871 | $785.7K | 0.06% | +110+1.9% | Added |
| Beacon Financial Advisory LLC | 5,873 | $785.8K | 0.45% | +367+6.7% | Added |
| ISAM Funds (UK) Ltd | 5,873 | $785.9K | 0.70% | +5,873 | New |
| Vigilant Capital Management, LLC | 5,889 | $788.0K | 0.06% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,891 | $788.3K | 0.31% | +1,859+46.1% | Added |
| Joseph P. Lucia & Associates, LLC | 5,898 | $789.3K | 0.53% | −117−1.9% | Reduced |
| JGP Wealth Management, LLC | 5,900 | $789.5K | 0.13% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,903 | $789.9K | 0.54% | +130+2.3% | Added |
| Heritage Trust Co | 5,906 | $790.3K | 0.12% | +886+17.6% | Added |
| Plancorp, LLC | 5,923 | $792.6K | 0.04% | +214+3.7% | Added |