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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 15,904 | $2.13M | 0.97% | +847+5.6% | Added |
| SPC Financial, Inc. | 15,970 | $2.14M | 0.23% | −359−2.2% | Reduced |
| First Hawaiian Bank | 15,972 | $2.14M | 0.07% | +385+2.5% | Added |
| Caldwell Trust Co | 16,054 | $2.15M | 0.28% | +295+1.9% | Added |
| Jones Financial Companies LLLP | 16,059 | $2.15M | 0.00% | −1,765−9.9% | Reduced |
| HBK Sorce Advisory LLC | 16,066 | $2.15M | 0.09% | −1,469−8.4% | Reduced |
| Naples Global Advisors, LLC | 16,098 | $2.15M | 0.25% | +463+3.0% | Added |
| Green Square Capital Advisors LLC | 16,217 | $2.17M | 0.27% | +26+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 16,218 | $2.17M | 0.74% | +10+0.1% | Added |
| Portside Wealth Group, LLC | 16,255 | $2.18M | 0.40% | +16,255 | New |
| Signaturefd, LLC | 16,256 | $2.18M | 0.06% | +1,452+9.8% | Added |
| Bridges Investment Management Inc | 16,298 | $2.18M | 0.07% | −2,038−11.1% | Reduced |
| St. Clair Advisors, LLC | 16,301 | $2.18M | 0.85% | +2,148+15.2% | Added |
| Verdence Capital Advisors LLC | 16,310 | $2.18M | 0.25% | −100−0.6% | Reduced |
| Rockland Trust Co | 16,354 | $2.19M | 0.13% | −136−0.8% | Reduced |
| Game Creek Capital, LP | 16,363 | $2.19M | 1.45% | +16,363 | New |
| TrimTabs Asset Management, LLC | 16,389 | $2.19M | 1.11% | +8,636+111.4% | Added |
| Geneos Wealth Management Inc. | 16,432 | $2.20M | 0.12% | +3,799+30.1% | Added |
| Associated Banc-Corp | 16,472 | $2.20M | 0.08% | −80.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 16,500 | $2.21M | 3.07% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 16,523 | $2.21M | 0.63% | +229+1.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 16,541 | $2.21M | 0.47% | −11,351−40.7% | Reduced |
| Lynch Asset Management, Inc. | 16,550 | $2.21M | 1.42% | 00.0% | Unchanged |
| Park National Corp | 16,566 | $2.22M | 0.10% | −2,262−12.0% | Reduced |
| Verity Asset Management, Inc. | 16,601 | $2.22M | 1.65% | +123+0.7% | Added |
| Sky Investment Group LLC | 16,614 | $2.22M | 0.48% | +13,590+449.4% | Added |
| Arete Wealth Advisors, LLC | 16,629 | $2.23M | 0.20% | −5,164−23.7% | Reduced |
| Stansberry Asset Management, LLC | 16,674 | $2.23M | 0.41% | −7,070−29.8% | Reduced |
| Spire Wealth Management | 16,776 | $2.24M | 0.08% | −538−3.1% | Reduced |
| S&CO Inc | 16,888 | $2.26M | 0.18% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 16,960 | $2.27M | 0.66% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 17,002 | $2.28M | 0.01% | −10.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 17,049 | $2.28M | 0.55% | −474−2.7% | Reduced |
| Exencial Wealth Advisors, LLC | 17,059 | $2.28M | 0.10% | −2,188−11.4% | Reduced |
| Edmp, Inc. | 17,083 | $2.29M | 2.18% | +38+0.2% | Added |
| Round Hill Asset Management | 17,146 | $2.29M | 1.42% | −25−0.1% | Reduced |
| Plimoth Trust Co LLC | 17,153 | $2.30M | 0.69% | −445−2.5% | Reduced |
| ZWJ Investment Counsel Inc | 17,176 | $2.30M | 0.12% | −572−3.2% | Reduced |
| Leelyn Smith, LLC | 17,198 | $2.30M | 0.56% | −703−3.9% | Reduced |
| TD Private Client Wealth LLC | 17,217 | $2.30M | 0.10% | +7,057+69.5% | Added |
| Lifeworks Advisors, LLC | 17,227 | $2.31M | 0.98% | +2,901+20.2% | Added |
| Balentine LLC | 17,246 | $2.31M | 0.08% | +3,331+23.9% | Added |
| Machina Capital S.A.S. | 17,320 | $2.32M | 1.31% | +13,140+314.4% | Added |
| Bangor Savings Bank | 17,343 | $2.32M | 0.26% | +630+3.8% | Added |
| Tokio Marine Asset Management Co Ltd | 17,478 | $2.34M | 0.15% | +701+4.2% | Added |
| Sound View Wealth Advisors Group, LLC | 17,491 | $2.34M | 0.31% | +920+5.6% | Added |
| Brooks, Moore & Associates, Inc. | 17,504 | $2.34M | 1.65% | +1,039+6.3% | Added |
| AMG National Trust Bank | 17,568 | $2.35M | 0.08% | +264+1.5% | Added |
| Stolper Co | 17,648 | $2.36M | 0.99% | +65+0.4% | Added |
| International Assets Investment Management, LLC | 17,693 | $2.37M | 0.32% | +725+4.3% | Added |
| Exeter Financial, LLC | 17,618 | $2.37M | 1.22% | +76+0.4% | Added |
| Core Alternative Capital | 17,756 | $2.38M | 0.35% | +40.0% | Added |
| Wetherby Asset Management Inc | 17,757 | $2.38M | 0.13% | +940+5.6% | Added |
| 180 Wealth Advisors, LLC | 17,782 | $2.38M | 0.52% | −561−3.1% | Reduced |
| Green Alpha Advisors, LLC | 17,773 | $2.38M | 1.56% | +581+3.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,781 | $2.38M | 0.01% | +4,989+39.0% | Added |
| Capital Analysts, LLC | 17,802 | $2.38M | 0.13% | +816+4.8% | Added |
| Perigon Wealth Management, LLC | 17,832 | $2.39M | 0.09% | +1,099+6.6% | Added |
| Citadel Investment Advisory, Inc. | 17,921 | $2.40M | 1.55% | −285−1.6% | Reduced |
| EagleClaw Capital Managment, LLC | 17,922 | $2.40M | 0.55% | +400+2.3% | Added |
| J.W. Cole Advisors, Inc. | 17,956 | $2.40M | 0.17% | −371−2.0% | Reduced |
| Sterneck Capital Management, LLC | 17,976 | $2.41M | 1.47% | +76+0.4% | Added |
| Affinity Investment Advisors, LLC | 18,049 | $2.42M | 1.40% | −1,778−9.0% | Reduced |
| Ascent Group, LLC | 16,586 | $2.42M | 0.27% | −2,429−12.8% | Reduced |
| DFPG Investments, LLC | 17,874 | $2.42M | 0.22% | +6,620+58.8% | Added |
| Cacti Asset Management LLC | 18,150 | $2.43M | 0.22% | +1,550+9.3% | Added |
| Greenleaf Trust | 18,170 | $2.43M | 0.03% | −1,448−7.4% | Reduced |
| New England Research & Management, Inc. | 18,192 | $2.43M | 1.41% | +4,550+33.4% | Added |
| SeaBridge Investment Advisors LLC | 18,319 | $2.45M | 0.81% | −336−1.8% | Reduced |
| Moody National Bank Trust Division | 18,365 | $2.46M | 0.17% | +357+2.0% | Added |
| Summit Financial Wealth Advisors, LLC | 18,367 | $2.46M | 0.57% | +5,205+39.5% | Added |
| N.E.W. Advisory Services LLC | 18,368 | $2.46M | 0.34% | −698−3.7% | Reduced |
| CoreCap Advisors, LLC | 18,394 | $2.46M | 0.18% | +18,394 | New |
| Staley Capital Advisers Inc | 18,697 | $2.50M | 0.13% | +2,000+12.0% | Added |
| Neville Rodie & Shaw Inc | 18,714 | $2.50M | 0.22% | −149−0.8% | Reduced |
| NTV Asset Management LLC | 18,859 | $2.52M | 0.44% | −125−0.7% | Reduced |
| Veriti Management LLC | 18,967 | $2.54M | 0.28% | +2,144+12.7% | Added |
| McDonald Partners LLC | 19,132 | $2.56M | 0.78% | +341+1.8% | Added |
| RSM US Wealth Management LLC | 19,141 | $2.56M | 0.09% | −508−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,195 | $2.57M | 0.06% | +1,150+6.4% | Added |
| Atlas Wealth LLC | 18,977 | $2.57M | 0.47% | −25−0.1% | Reduced |
| Smithfield Trust Co | 19,306 | $2.58M | 0.16% | −491−2.5% | Reduced |
| Old Point Trust & Financial Services N A | 19,394 | $2.60M | 1.08% | +1,498+8.4% | Added |
| Siemens Fonds Invest GmbH | 19,508 | $2.60M | 0.25% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 19,454 | $2.60M | 0.25% | +13,409+221.8% | Added |
| AIMZ Investment Advisors, LLC | 19,702 | $2.64M | 1.13% | +40.0% | Added |
| Paragon Capital Management LLC | 19,768 | $2.65M | 1.52% | −109−0.5% | Reduced |
| Quantbot Technologies LP | 19,781 | $2.65M | 0.17% | +3,129+18.8% | Added |
| Sequoia Financial Advisors, LLC | 19,799 | $2.65M | 0.05% | +1,353+7.3% | Added |
| Dynamic Advisor Solutions LLC | 19,856 | $2.66M | 0.14% | −13,730−40.9% | Reduced |
| Richelieu Gestion PLC | 19,859 | $2.66M | 2.21% | −2,272−10.3% | Reduced |
| Ingalls & Snyder LLC | 19,974 | $2.67M | 0.13% | +75+0.4% | Added |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.68M | 0.39% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 20,005 | $2.68M | 0.56% | −180−0.9% | Reduced |
| Rathbone Brothers plc | 20,084 | $2.69M | 0.03% | −908−4.3% | Reduced |
| Modera Wealth Management, LLC | 20,102 | $2.69M | 0.05% | +7,874+64.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.69M | 2.19% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 20,168 | $2.70M | 0.74% | −430−2.1% | Reduced |
| Pettee Investors, Inc. | 20,180 | $2.70M | 1.22% | +1,015+5.3% | Added |
| Carret Asset Management, LLC | 20,206 | $2.70M | 0.36% | −699−3.3% | Reduced |