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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 38,182 | $5.11M | 0.82% | +28,550+296.4% | Added |
| L & S Advisors Inc | 38,456 | $5.15M | 0.69% | +38,456 | New |
| Shelter Mutual Insurance Co | 38,491 | $5.15M | 1.25% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 38,586 | $5.16M | 0.14% | −2,717−6.6% | Reduced |
| CX Institutional | 38,617 | $5.17M | 0.27% | −5,043−11.6% | Reduced |
| Jennison Associates LLC | 38,825 | $5.20M | 0.00% | −89,628−69.8% | Reduced |
| Mayflower Financial Advisors, LLC | 38,837 | $5.20M | 0.67% | −171−0.4% | Reduced |
| Integrated Advisors Network LLC | 38,845 | $5.20M | 0.30% | +29,955+337.0% | Added |
| Winslow Asset Management Inc | 38,888 | $5.20M | 1.12% | −2,418−5.9% | Reduced |
| JustInvest LLC | 38,893 | $5.20M | 0.16% | +6,661+20.7% | Added |
| Viking Fund Management LLC | 39,200 | $5.25M | 0.99% | +4,200+12.0% | Added |
| Hartline Investment Corp | 39,417 | $5.27M | 0.90% | +5,929+17.7% | Added |
| Metropolitan Life Insurance Co | 39,571 | $5.29M | 0.26% | −868−2.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 39,689 | $5.31M | 0.33% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 39,736 | $5.32M | 0.45% | +404+1.0% | Added |
| Cardinal Capital Management | 39,798 | $5.33M | 1.07% | +569+1.5% | Added |
| Financial & Tax Architects, LLC | 39,835 | $5.33M | 1.65% | +1,682+4.4% | Added |
| Principal Street Partners, LLC | 39,887 | $5.34M | 1.27% | −1,352−3.3% | Reduced |
| Pathstone Family Office, LLC | 40,573 | $5.36M | 0.08% | +531+1.3% | Added |
| Apollon Wealth Management, LLC | 40,100 | $5.37M | 0.26% | +7,853+24.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 40,714 | $5.45M | 3.66% | +1,040+2.6% | Added |
| Carnegie Capital Asset Management, LLC | 40,752 | $5.45M | 0.20% | +3,523+9.5% | Added |
| Van Den Berg Management I, Inc | 41,154 | $5.51M | 1.98% | +2,894+7.6% | Added |
| Toth Financial Advisory Corp | 41,387 | $5.54M | 0.80% | −783−1.9% | Reduced |
| Evercore Wealth Management, LLC | 41,446 | $5.55M | 0.10% | +17,175+70.8% | Added |
| Meritage Portfolio Management | 41,593 | $5.57M | 0.39% | +34,544+490.1% | Added |
| Walleye Capital LLC | 41,671 | $5.58M | 0.10% | +41,671 | New |
| Addenda Capital Inc. | 41,680 | $5.58M | 0.23% | −170.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 41,992 | $5.62M | 1.84% | +733+1.8% | Added |
| Steel Peak Wealth Management LLC | 42,131 | $5.64M | 0.34% | −35,738−45.9% | Reduced |
| Metis Global Partners, LLC | 42,211 | $5.65M | 0.30% | +2,279+5.7% | Added |
| Columbia Asset Management | 42,213 | $5.65M | 1.21% | −23−0.1% | Reduced |
| Greylin Investment Mangement Inc | 42,248 | $5.65M | 1.02% | −32,717−43.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 42,444 | $5.68M | 2.44% | +517+1.2% | Added |
| Ropes Wealth Advisors LLC | 42,461 | $5.68M | 0.94% | +2,561+6.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 42,479 | $5.68M | 1.26% | +2,268+5.6% | Added |
| XML Financial, LLC | 42,655 | $5.71M | 0.66% | +403+1.0% | Added |
| Ameritas Investment Partners, Inc. | 42,805 | $5.73M | 0.22% | −1,101−2.5% | Reduced |
| Marathon Capital Management | 43,297 | $5.79M | 1.43% | −715−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 43,687 | $5.85M | 0.20% | +2,813+6.9% | Added |
| Avantax Planning Partners, Inc. | 43,735 | $5.85M | 0.23% | +274+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 43,736 | $5.85M | 0.12% | −6,872−13.6% | Reduced |
| Gladstone Institutional Advisory LLC | 43,925 | $5.88M | 0.36% | +5,600+14.6% | Added |
| New Mexico Educational Retirement Board | 43,947 | $5.88M | 0.26% | +2,100+5.0% | Added |
| Integrated Wealth Concepts LLC | 44,216 | $5.92M | 0.10% | +1,678+3.9% | Added |
| First Citizens Bank & Trust Co | 44,307 | $5.93M | 0.11% | +4,762+12.0% | Added |
| Hourglass Capital, LLC | 44,648 | $5.97M | 2.08% | +528+1.2% | Added |
| HGK Asset Management Inc | 44,779 | $5.99M | 1.91% | +1,263+2.9% | Added |
| Vestcor Inc | 45,024 | $6.03M | 0.22% | +15,701+53.5% | Added |
| Cutler Investment Counsel LLC | 45,367 | $6.07M | 0.92% | −131−0.3% | Reduced |
| Whittier Trust Co | 45,369 | $6.07M | 0.11% | −1,514−3.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,537 | $6.09M | 0.09% | −1,036−2.2% | Reduced |
| Schnieders Capital Management LLC | 45,778 | $6.13M | 1.28% | +8,832+23.9% | Added |
| GWM Advisors LLC | 46,339 | $6.20M | 0.07% | +97+0.2% | Added |
| Nicholas Company, Inc. | 46,340 | $6.20M | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 46,534 | $6.23M | 0.52% | +1,294+2.9% | Added |
| Independent Advisor Alliance | 46,699 | $6.25M | 0.28% | −917−1.9% | Reduced |
| Advisors Management Group Inc | 47,178 | $6.31M | 1.88% | −221−0.5% | Reduced |
| Dorchester Wealth Management Co | 47,507 | $6.36M | 1.29% | +1,313+2.8% | Added |
| Ironwood Investment Counsel, LLC | 47,582 | $6.37M | 1.43% | +280+0.6% | Added |
| Savant Capital, LLC | 47,704 | $6.38M | 0.10% | +23,297+95.5% | Added |
| Banque Cantonale Vaudoise | 47,717 | $6.38M | 0.30% | +6,500+15.8% | Added |
| Ossiam | 47,760 | $6.39M | 0.11% | −8,443−15.0% | Reduced |
| Lynch & Associates | 47,895 | $6.41M | 1.64% | +222+0.5% | Added |
| Tower Research Capital LLC (TRC) | 48,197 | $6.45M | 0.22% | +14,223+41.9% | Added |
| Level Four Advisory Services, LLC | 48,316 | $6.47M | 0.39% | +2,525+5.5% | Added |
| Sit Investment Associates Inc | 48,327 | $6.47M | 0.17% | −7,245−13.0% | Reduced |
| Cohen Capital Management, Inc. | 48,441 | $6.48M | 1.26% | −272−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 48,474 | $6.49M | 0.12% | −1,367−2.7% | Reduced |
| Fiduciary Trust Co | 48,562 | $6.50M | 0.11% | −4,587−8.6% | Reduced |
| Insight Folios Inc | 48,590 | $6.50M | 2.73% | +2,527+5.5% | Added |
| Avantax Advisory Services, Inc. | 48,686 | $6.51M | 0.07% | −1,058−2.1% | Reduced |
| Shelton Capital Management | 48,708 | $6.52M | 0.23% | +40,500+493.4% | Added |
| Mutual Advisors, LLC | 48,724 | $6.52M | 0.25% | +6,254+14.7% | Added |
| Illinois Municipal Retirement Fund | 48,775 | $6.53M | 0.13% | −28,001−36.5% | Reduced |
| C2C Wealth Management, LLC | 48,687 | $6.55M | 0.87% | +2,785+6.1% | Added |
| Adell Harriman & Carpenter Inc | 49,087 | $6.56M | 0.67% | −284−0.6% | Reduced |
| Farmers Trust Co | 49,215 | $6.59M | 1.41% | +11,101+29.1% | Added |
| BKD Wealth Advisors, LLC | 49,266 | $6.59M | 0.19% | +13,077+36.1% | Added |
| Gibraltar Capital Management, Inc. | 49,319 | $6.60M | 2.92% | +358+0.7% | Added |
| Channing Capital Management, LLC | 49,577 | $6.63M | 0.20% | +11,670+30.8% | Added |
| Courier Capital LLC | 49,632 | $6.64M | 0.52% | +25,920+109.3% | Added |
| Williams Jones Wealth Management, LLC. | 49,765 | $6.66M | 0.10% | −2,368−4.5% | Reduced |
| Zimmer Partners, LP | 50,000 | $6.69M | 0.17% | +50,000 | New |
| Clifford Swan Investment Counsel LLC | 50,009 | $6.69M | 0.27% | −1,887−3.6% | Reduced |
| Soltis Investment Advisors LLC | 50,197 | $6.72M | 0.78% | +7,840+18.5% | Added |
| Lathrop Investment Management Corp | 50,250 | $6.72M | 1.37% | −220.0% | Reduced |
| RMB Capital Management, LLC | 50,304 | $6.73M | 0.22% | +3,613+7.7% | Added |
| Macquarie Group Ltd | 50,470 | $6.75M | 0.01% | −489−1.0% | Reduced |
| Raymond James Trust N.A. | 51,535 | $6.90M | 0.20% | +1,631+3.3% | Added |
| Bessemer Group Inc | 51,738 | $6.92M | 0.01% | +2,295+4.6% | Added |
| Tredje AP-fonden | 51,852 | $6.94M | 0.10% | +41,211+387.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 52,040 | $6.96M | 0.67% | −451−0.9% | Reduced |
| Aspen Grove Capital, LLC | 52,355 | $7.01M | 2.27% | +138+0.3% | Added |
| Guyasuta Investment Advisors Inc | 52,508 | $7.03M | 0.52% | −2,390−4.4% | Reduced |
| Linscomb & Williams, Inc. | 52,540 | $7.03M | 0.38% | −2,470−4.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 52,580 | $7.04M | 1.31% | +2,320+4.6% | Added |
| Wedbush Securities Inc | 53,152 | $7.11M | 0.34% | +817+1.6% | Added |
| Stratos Wealth Partners, LTD. | 53,447 | $7.15M | 0.16% | +6,353+13.5% | Added |
| Man Group plc | 53,709 | $7.19M | 0.02% | – | – |