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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 478 | $64.0K | 0.02% | −64−11.8% | Reduced |
| West Oak Capital, LLC | 485 | $64.9K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 491 | $65.7K | 0.01% | −15−3.0% | Reduced |
| Granite FO LLC | 500 | $66.9K | 0.05% | −1,700−77.3% | Reduced |
| MRP Capital Investments, LLC | 500 | $66.9K | 0.07% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 500 | $66.9K | 0.06% | +500 | New |
| GW&K Investment Management, LLC | 534 | $71.0K | 0.00% | +284+113.6% | Added |
| Macroview Investment Management LLC | 534 | $71.4K | 0.11% | −15−2.7% | Reduced |
| Centerpoint Advisors, LLC | 546 | $73.0K | 0.03% | +99+22.1% | Added |
| Pin Oak Investment Advisors Inc | 553 | $74.0K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 565 | $74.1K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 555 | $74.3K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 560 | $74.9K | 0.03% | +560 | New |
| Moisand Fitzgerald Tamayo, LLC | 563 | $75.3K | 0.02% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 569 | $76.1K | 0.04% | +569 | New |
| JNBA Financial Advisors | 580 | $77.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 580 | $77.8K | 0.02% | +580 | New |
| Nalls Sherbakoff Group, LLC | 607 | $78.1K | 0.08% | −100−14.1% | Reduced |
| Financial Connections Group, Inc. | 596 | $79.0K | 0.05% | +596 | New |
| CSS LLC | 600 | $80.3K | 0.01% | +600 | New |
| GoalVest Advisory LLC | 600 | $80.3K | 0.04% | +600 | New |
| Pension & Wealth Management Advisors, Inc. | 28,431 | $81.2K | 0.06% | +27,827+4,607.1% | Added |
| First Community Trust NA | 620 | $83.0K | 0.09% | 00.0% | Unchanged |
| First Financial Corp | 622 | $83.2K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 630 | $84.3K | 0.02% | −92−12.7% | Reduced |
| Aspire Private Capital, LLC | 635 | $84.9K | 0.03% | −25−3.8% | Reduced |
| Financial Management Professionals, Inc. | 638 | $85.0K | 0.01% | −72−10.1% | Reduced |
| FNY Investment Advisers, LLC | 644 | $86.0K | 0.11% | +4+0.6% | Added |
| Stephens Consulting, LLC | 646 | $86.4K | 0.03% | −76−10.5% | Reduced |
| West Branch Capital LLC | 647 | $86.6K | 0.04% | −252−28.0% | Reduced |
| Abound Wealth Management | 653 | $87.4K | 0.04% | +13+2.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 657 | $87.9K | 0.09% | +657 | New |
| Harbour Investments, Inc. | 661 | $88.4K | 0.00% | −160−19.5% | Reduced |
| WFA of San Diego, LLC | 666 | $89.1K | 0.09% | +666 | New |
| Safeguard Financial, LLC | 679 | $90.0K | 0.04% | +679 | New |
| PrairieView Partners, LLC | 684 | $91.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 690 | $92.3K | 0.07% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 698 | $93.4K | 0.07% | +8+1.2% | Added |
| Park Place Capital Corp | 701 | $93.8K | 0.03% | −4−0.6% | Reduced |
| Trust Co | 711 | $95.1K | 0.01% | −761−51.7% | Reduced |
| Fairfield Financial Advisors, LTD | 712 | $95.3K | 0.04% | +4+0.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 715 | $96.0K | 0.05% | −505−41.4% | Reduced |
| Evermay Wealth Management LLC | 737 | $98.6K | 0.02% | −81−9.9% | Reduced |
| Westside Investment Management, Inc. | 738 | $98.8K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 770 | $103.0K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 795 | $106.4K | 0.03% | +105+15.2% | Added |
| Iron Horse Wealth Management, LLC | 800 | $107.0K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 810 | $108.0K | 0.00% | +10+1.3% | Added |
| Blume Capital Management, Inc. | 840 | $112.4K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 862 | $115.3K | 0.10% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 867 | $116.0K | 0.09% | +101+13.2% | Added |
| Avion Wealth | 895 | $119.0K | 0.03% | +432+93.3% | Added |
| HHM Wealth Advisors, LLC | 896 | $119.9K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 905 | $121.1K | 0.11% | −858−48.7% | Reduced |
| Laffer Tengler Investments | 943 | $126.2K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 945 | $126.5K | 0.00% | −887−48.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 947 | $126.7K | 0.02% | −79−7.7% | Reduced |
| General Partner, Inc. | 949 | $127.0K | 0.11% | 00.0% | Unchanged |
| Retirement Group, LLC | 956 | $127.9K | 0.05% | −43−4.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 963 | $128.9K | 0.04% | +963 | New |
| Lowe Wealth Advisors, LLC | 980 | $131.1K | 0.07% | −25−2.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 980 | $131.2K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,024 | $137.0K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,050 | $140.5K | 0.09% | 00.0% | Unchanged |
| Founders Capital Management | 1,050 | $140.5K | 0.10% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,050 | $140.5K | 0.07% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,052 | $140.8K | 0.11% | −129−10.9% | Reduced |
| Financial Freedom, LLC | 1,059 | $141.7K | 0.10% | +10+1.0% | Added |
| Covestor Ltd | 1,061 | $142.0K | 0.11% | +134+14.5% | Added |
| Pflug Koory, LLC | 1,074 | $143.7K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,097 | $147.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,100 | $147.2K | 0.13% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,148 | $153.6K | 0.02% | +180+18.6% | Added |
| Baker Avenue Asset Management, LP | 1,151 | $154.0K | 0.01% | +126+12.3% | Added |
| BOK Financial Private Wealth, Inc. | 1,152 | $154.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,157 | $154.8K | 0.01% | +51+4.6% | Added |
| Northwest Capital Management Inc | 1,168 | $156.3K | 0.07% | +1,168 | New |
| Rocky Mountain Advisers, LLC | 1,199 | $157.2K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,249 | $162.1K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,216 | $162.7K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,225 | $163.0K | 0.06% | +8+0.7% | Added |
| Avalon Trust Co | 1,222 | $163.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,233 | $165.0K | 0.07% | +937+316.6% | Added |
| Kozak & Associates, Inc. | 1,238 | $165.4K | 0.07% | +12+1.0% | Added |
| Itau Unibanco Holding S.A. | 1,238 | $165.7K | 0.01% | +1,238 | New |
| Loomis Sayles & Co L P | 1,246 | $167.0K | 0.00% | −402−24.4% | Reduced |
| Tucker Asset Management LLC | 1,259 | $168.5K | 0.05% | −9−0.7% | Reduced |
| Private Ocean, LLC | 1,277 | $170.9K | 0.02% | −87−6.4% | Reduced |
| Front Row Advisors LLC | 1,300 | $174.0K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,305 | $174.6K | 0.04% | +128+10.9% | Added |
| Elgethun Capital Management | 1,333 | $178.3K | 0.05% | +1,333 | New |
| Johnson Midwest Financial, LLC | 1,346 | $180.1K | 0.16% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,347 | $180.2K | 0.13% | +1,347 | New |
| WR Wealth Planners, LLC | 1,356 | $181.4K | 0.07% | +744+121.6% | Added |
| Foster Dykema Cabot & Co Inc | 1,370 | $183.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,391 | $186.1K | 0.02% | +130+10.3% | Added |
| Concord Wealth Partners | 1,439 | $192.6K | 0.04% | −86−5.6% | Reduced |
| Stephenson National Bank & Trust | 1,443 | $193.1K | 0.11% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,453 | $194.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,454 | $195.0K | 0.13% | 00.0% | Unchanged |