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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 20,317 | $2.72M | 0.11% | −74−0.4% | Reduced |
| Ogorek Anthony Joseph | 20,361 | $2.72M | 1.04% | −1,139−5.3% | Reduced |
| WBI Investments | 20,389 | $2.73M | 0.49% | −908−4.3% | Reduced |
| Great Lakes Advisors, LLC | 20,559 | $2.75M | 0.03% | −40,701−66.4% | Reduced |
| Next Level Private LLC | 20,742 | $2.76M | 1.78% | +554+2.7% | Added |
| Charter Research & Investment Group, Inc. | 20,607 | $2.76M | 2.29% | −159−0.8% | Reduced |
| Redwood Wealth Management Group, LLC | 20,741 | $2.78M | 3.08% | +339+1.7% | Added |
| Westmount Partners, LLC | 20,760 | $2.78M | 1.21% | +944+4.8% | Added |
| Strategic Advisors LLC | 20,777 | $2.78M | 0.53% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 20,814 | $2.79M | 0.36% | +132+0.6% | Added |
| Montag A & Associates Inc | 20,861 | $2.79M | 0.17% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 20,900 | $2.80M | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 20,933 | $2.80M | 1.11% | +2,565+14.0% | Added |
| Profund Advisors LLC | 21,144 | $2.83M | 0.15% | +4,442+26.6% | Added |
| Perkins Coie Trust Co | 21,148 | $2.83M | 0.80% | +350+1.7% | Added |
| Bramshill Investments, LLC | 21,161 | $2.83M | 0.26% | −222−1.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 21,188 | $2.84M | 0.78% | −555−2.6% | Reduced |
| Herold Advisors, Inc. | 21,192 | $2.84M | 0.87% | +527+2.6% | Added |
| Parallel Advisors, LLC | 21,203 | $2.84M | 0.09% | −124−0.6% | Reduced |
| Wade G W & Inc | 21,215 | $2.84M | 0.10% | +36+0.2% | Added |
| Gries Financial LLC | 21,315 | $2.85M | 0.79% | +114+0.5% | Added |
| Horizon Investments, LLC | 21,580 | $2.85M | 0.08% | +1,288+6.3% | Added |
| Deseret Mutual Benefit Administrators | 21,358 | $2.86M | 1.11% | +763+3.7% | Added |
| Park Avenue Securities LLC | 21,440 | $2.87M | 0.05% | +376+1.8% | Added |
| Prospera Financial Services Inc | 21,491 | $2.88M | 0.11% | +313+1.5% | Added |
| Econ Financial Services Corp | 21,523 | $2.88M | 2.03% | +137+0.6% | Added |
| Socha Financial Group, LLC | 21,530 | $2.88M | 1.52% | +1,112+5.4% | Added |
| Buckingham Strategic Wealth, LLC | 21,563 | $2.89M | 0.04% | −1,026−4.5% | Reduced |
| Farmers National Bank | 21,582 | $2.89M | 0.99% | +427+2.0% | Added |
| Hanson & Doremus Investment Management | 21,586 | $2.89M | 0.60% | +1,162+5.7% | Added |
| PFG Investments, LLC | 21,645 | $2.90M | 0.52% | +2,147+11.0% | Added |
| Ziegler Capital Management, LLC | 21,691 | $2.90M | 0.11% | +5,545+34.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,841 | $2.92M | 0.17% | −6,441−22.8% | Reduced |
| Providence Capital Advisors, LLC | 21,927 | $2.93M | 0.74% | +343+1.6% | Added |
| IFG Advisory, LLC | 21,945 | $2.94M | 0.26% | +1,437+7.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,990 | $2.94M | 0.14% | −893−3.9% | Reduced |
| Kingsview Wealth Management, LLC | 21,990 | $2.94M | 0.12% | +148+0.7% | Added |
| Fisher Asset Management, LLC | 21,997 | $2.94M | 0.00% | +4,133+23.1% | Added |
| Wagner Wealth Management, LLC | 22,064 | $2.95M | 1.13% | −1,428−6.1% | Reduced |
| Money Concepts Capital Corp | 22,084 | $2.95M | 0.30% | +1,047+5.0% | Added |
| Lighthouse Investment Partners, LLC | 22,207 | $2.97M | 0.23% | +16,777+309.0% | Added |
| BFT Financial Group, LLC | 22,255 | $2.98M | 0.34% | +8,605+63.0% | Added |
| WealthPLAN Partners, LLC | 22,274 | $2.98M | 0.42% | +19,274+642.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 22,299 | $2.98M | 0.19% | −659−2.9% | Reduced |
| Washington Trust Advisors, Inc. | 22,459 | $3.01M | 0.29% | +87+0.4% | Added |
| Wealthspire Advisors, LLC | 22,534 | $3.02M | 0.05% | −900−3.8% | Reduced |
| Venture Visionary Partners LLC | 22,586 | $3.02M | 0.18% | +1,213+5.7% | Added |
| Gamco Investors, Inc. Et Al | 22,637 | $3.03M | 0.03% | +1,244+5.8% | Added |
| Vident Investment Advisory, LLC | 22,629 | $3.03M | 0.10% | −32,260−58.8% | Reduced |
| Edge Capital Group, LLC | 22,829 | $3.05M | 0.18% | −1,180−4.9% | Reduced |
| Baader Bank INC | 23,078 | $3.06M | 0.27% | +354+1.6% | Added |
| Cunning Capital Partners, LP | 0 | $3.07M | 1.95% | −22,975−100.0% | Reduced |
| Bayesian Capital Management, LP | 22,987 | $3.08M | 0.33% | +22,987 | New |
| Rothschild Investment Corp | 23,086 | $3.09M | 0.26% | +818+3.7% | Added |
| Clean Yield Group | 23,110 | $3.09M | 1.27% | −83−0.4% | Reduced |
| Convergence Investment Partners, LLC | 23,182 | $3.10M | 1.78% | −796−3.3% | Reduced |
| Eagle Rock Investment Company, LLC | 23,133 | $3.11M | 0.67% | −10.0% | Reduced |
| Allworth Financial LP | 23,417 | $3.13M | 0.03% | +4,974+27.0% | Added |
| Strategic Wealth Partners, Ltd. | 23,433 | $3.14M | 0.41% | +963+4.3% | Added |
| Empire Financial Management Company, LLC | 23,564 | $3.15M | 1.26% | +7,857+50.0% | Added |
| EP Wealth Advisors, LLC | 98,025 | $3.16M | 0.05% | −19,655−16.7% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 23,681 | $3.17M | 1.54% | −94−0.4% | Reduced |
| Burney Co | 23,776 | $3.18M | 0.15% | −253−1.1% | Reduced |
| We Are One Seven, LLC | 23,777 | $3.18M | 0.29% | +9,571+67.4% | Added |
| Hilltop Holdings Inc. | 23,812 | $3.19M | 0.39% | −5,804−19.6% | Reduced |
| Shell Asset Management Co | 23,918 | $3.20M | 0.13% | +8,334+53.5% | Added |
| Oak Grove Capital LLC | 24,060 | $3.22M | 1.18% | +24,060 | New |
| Leonteq Securities AG | 24,125 | $3.23M | 0.33% | −258−1.1% | Reduced |
| Silicon Valley Capital Partners | 24,128 | $3.23M | 0.60% | +3,698+18.1% | Added |
| Kinneret Advisory, LLC | 24,135 | $3.23M | 0.38% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 24,140 | $3.23M | 0.76% | +1,070+4.6% | Added |
| WealthPlan Investment Management, LLC | 24,257 | $3.25M | 0.97% | +22,746+1,505.4% | Added |
| Busey Wealth Management | 24,295 | $3.25M | 0.13% | −749−3.0% | Reduced |
| Stonebridge Capital Advisors LLC | 24,392 | $3.26M | 0.35% | +862+3.7% | Added |
| Mount Yale Investment Advisors, LLC | 24,436 | $3.27M | 0.35% | +2,379+10.8% | Added |
| Los Angeles Capital Management LLC | 24,482 | $3.28M | 0.01% | +19,820+425.1% | Added |
| Windward Capital Management Co | 24,573 | $3.29M | 0.30% | −14−0.1% | Reduced |
| RWWM, Inc. | 24,728 | $3.31M | 0.43% | +336+1.4% | Added |
| Allen Capital Group, LLC | 24,937 | $3.34M | 0.60% | −881−3.4% | Reduced |
| Cubic Asset Management, LLC | 24,947 | $3.34M | 0.90% | −260−1.0% | Reduced |
| BDO Wealth Advisors, LLC | 24,976 | $3.34M | 0.38% | +129+0.5% | Added |
| Caxton Associates LP | 25,000 | $3.35M | 0.49% | +25,000 | New |
| Silverlake Wealth Management LLC | 25,081 | $3.36M | 1.87% | +931+3.9% | Added |
| Kavar Capital Partners Group, LLC | 25,103 | $3.36M | 0.72% | −1,754−6.5% | Reduced |
| Searle & Co. | 23,441 | $3.38M | 1.05% | −100−0.4% | Reduced |
| Altrius Capital Management Inc | 25,263 | $3.38M | 1.00% | +645+2.6% | Added |
| Everence Capital Management Inc | 26,492 | $3.41M | 0.28% | 00.0% | Unchanged |
| Assetmark, Inc | 25,483 | $3.41M | 0.01% | +519+2.1% | Added |
| First Nebraska Trust Co | 25,591 | $3.42M | 0.41% | +30+0.1% | Added |
| Claret Asset Management Corp | 25,636 | $3.43M | 0.67% | +9,566+59.5% | Added |
| RFG Advisory, LLC | 25,689 | $3.44M | 0.15% | +1,737+7.3% | Added |
| Wellington Shields & Co., LLC | 25,974 | $3.48M | 0.82% | −52−0.2% | Reduced |
| Walleye Trading LLC | 26,091 | $3.49M | 0.18% | −34,219−56.7% | Reduced |
| Central Trust Co | 26,285 | $3.52M | 0.10% | −2,165−7.6% | Reduced |
| Asset Dedication, LLC | 26,303 | $3.52M | 0.30% | +352+1.4% | Added |
| Equitable Holdings, Inc. | 26,322 | $3.52M | 0.05% | +2,193+9.1% | Added |
| Iowa State Bank | 26,341 | $3.52M | 0.88% | −767−2.8% | Reduced |
| Signature Wealth Management Group | 26,621 | $3.56M | 1.66% | +152+0.6% | Added |
| Jacobi Capital Management LLC | 26,652 | $3.57M | 0.40% | −271−1.0% | Reduced |
| Capital Planning Advisors, LLC | 26,724 | $3.58M | 0.73% | +2,634+10.9% | Added |