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 |
|---|---|---|---|---|---|
| Grey Street Capital, LLC | 2,675 | $357.9K | 0.19% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,679 | $358.5K | 0.04% | −99−3.6% | Reduced |
| Windsor Group LTD | 2,680 | $359.0K | 0.06% | +314+13.3% | Added |
| Engrave Wealth Partners LLC | 2,683 | $359.0K | 0.11% | −7−0.3% | Reduced |
| TriaGen Wealth Management LLC | 2,684 | $359.1K | 0.16% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,695 | $360.6K | 0.06% | −21−0.8% | Reduced |
| Eagle Capital Management LLC | 2,700 | $361.3K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,525 | $362.0K | 0.25% | +18+0.7% | Added |
| Sandy Cove Advisors, LLC | 2,713 | $363.0K | 0.21% | +2,713 | New |
| XTX Topco Ltd | 2,714 | $363.2K | 0.07% | +2,714 | New |
| Visionary Wealth Advisors | 2,724 | $364.5K | 0.03% | −44−1.6% | Reduced |
| IMA Wealth, Inc. | 2,724 | $364.5K | 0.09% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,730 | $365.3K | 0.18% | −841−23.6% | Reduced |
| KG&L Capital Management,LLC | 2,733 | $365.7K | 0.18% | −174−6.0% | Reduced |
| KFG Wealth Management, LLC | 2,735 | $365.9K | 0.21% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,740 | $366.6K | 0.04% | +100+3.8% | Added |
| Morris Retirement Advisors, LLC | 2,747 | $367.6K | 0.25% | −217−7.3% | Reduced |
| Atlas Private Wealth Advisors | 2,748 | $367.6K | 0.07% | +2,748 | New |
| Brown, Lisle/Cummings, Inc. | 2,750 | $368.0K | 0.16% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 2,757 | $368.9K | 0.24% | −37−1.3% | Reduced |
| Howard Capital Management Group, LLC | 2,761 | $369.4K | 0.03% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,761 | $369.4K | 0.16% | +21+0.8% | Added |
| Smith, Salley & Associates | 2,780 | $372.0K | 0.03% | −801−22.4% | Reduced |
| D'Orazio & Associates, Inc. | 2,806 | $375.5K | 0.09% | −357−11.3% | Reduced |
| Howe & Rusling Inc | 2,815 | $376.7K | 0.04% | −125−4.3% | Reduced |
| First National Bank of South Miami | 2,816 | $376.8K | 0.30% | −302−9.7% | Reduced |
| Fruth Investment Management | 2,822 | $377.0K | 0.11% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,833 | $379.1K | 0.08% | −120−4.1% | Reduced |
| Chesapeake Wealth Management | 2,834 | $379.2K | 0.15% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,839 | $379.9K | 0.22% | −91−3.1% | Reduced |
| 626 Financial, LLC | 2,843 | $380.4K | 0.24% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,848 | $381.1K | 0.14% | +13+0.5% | Added |
| Armstrong Advisory Group, Inc | 2,854 | $381.8K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,858 | $382.0K | 0.28% | −269−8.6% | Reduced |
| Karpas Strategies, LLC | 2,861 | $382.9K | 0.13% | +5+0.2% | Added |
| Abacus Planning Group, Inc. | 2,863 | $383.1K | 0.09% | 00.0% | Unchanged |
| First Personal Financial Services | 2,863 | $383.1K | 0.10% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,867 | $383.6K | 0.38% | +17+0.6% | Added |
| American National Bank | 2,868 | $383.8K | 0.06% | −186−6.1% | Reduced |
| Kennedy Investment Group | 2,880 | $385.4K | 0.23% | +180+6.7% | Added |
| JB Capital LLC | 2,890 | $386.8K | 0.03% | +12+0.4% | Added |
| Versor Investments LP | 2,893 | $387.1K | 0.07% | −12,807−81.6% | Reduced |
| Cooper/Haims Advisors, LLC | 2,895 | $387.4K | 0.30% | −65−2.2% | Reduced |
| Westshore Wealth, LLC | 2,900 | $388.0K | 0.20% | −709−19.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,900 | $388.1K | 0.35% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,968 | $389.1K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,909 | $389.3K | 0.28% | +25+0.9% | Added |
| Woodard & Co Asset Management Group Inc | 2,915 | $390.1K | 0.13% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,915 | $390.1K | 0.25% | −997−25.5% | Reduced |
| Lavaca Capital LLC | 2,924 | $391.3K | 0.12% | −27,937−90.5% | Reduced |
| Montz Harcus Wealth Management LLC | 2,926 | $391.6K | 0.32% | −49−1.6% | Reduced |
| Harvey Investment Co LLC | 2,932 | $392.0K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 2,935 | $392.7K | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,939 | $393.3K | 0.12% | −26,384−90.0% | Reduced |
| Virtus Investment Advisers, Inc. | 2,940 | $393.4K | 0.27% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,945 | $394.1K | 0.15% | +2,945 | New |
| Cornerstone Advisory, LLC | 2,945 | $394.1K | 0.07% | −974−24.9% | Reduced |
| Arbor Investment Advisors, LLC | 2,951 | $394.9K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,956 | $395.5K | 0.06% | −6−0.2% | Reduced |
| First United Bank Trust | 2,958 | $395.8K | 0.18% | −199−6.3% | Reduced |
| Global Trust Asset Management, LLC | 2,961 | $396.2K | 0.18% | +10.0% | Added |
| Wambolt & Associates, LLC | 2,973 | $397.9K | 0.14% | −42−1.4% | Reduced |
| Optimum Investment Advisors | 2,976 | $398.2K | 0.20% | +219+7.9% | Added |
| Kingswood Wealth Advisors, LLC | 2,981 | $398.9K | 0.13% | +2,981 | New |
| Truvestments Capital LLC | 2,981 | $398.9K | 0.20% | −1,611−35.1% | Reduced |
| Navis Wealth Advisors, LLC | 2,991 | $400.2K | 0.37% | 00.0% | Unchanged |
| Libra Wealth LLC | 2,992 | $400.4K | 0.22% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 2,992 | $400.8K | 0.56% | +303+11.3% | Added |
| Parkside Financial Bank & Trust | 2,997 | $401.0K | 0.10% | +158+5.6% | Added |
| DMG Group, LLC | 2,997 | $401.0K | 0.40% | +765+34.3% | Added |
| Private Capital Management LLC | 2,998 | $401.2K | 0.11% | −1,142−27.6% | Reduced |
| Acorn Financial Advisory Services Inc | 2,998 | $401.2K | 0.07% | +1,086+56.8% | Added |
| 44 Wealth Management LLC | 3,002 | $401.6K | 0.14% | +35+1.2% | Added |
| Allred Capital Management, LLC | 3,008 | $402.5K | 0.20% | +13+0.4% | Added |
| TCG Advisory Services, LLC | 3,015 | $403.5K | 0.07% | −92−3.0% | Reduced |
| Enterprise Financial Services Corp | 3,018 | $403.9K | 0.26% | −965−24.2% | Reduced |
| Lazari Capital Management, Inc. | 3,019 | $404.0K | 0.23% | +3,019 | New |
| Cedrus LLC | 3,019 | $404.0K | 0.29% | +45+1.5% | Added |
| Callahan Advisors, LLC | 3,020 | $404.1K | 0.05% | −284−8.6% | Reduced |
| Planning Alternatives Ltd | 3,027 | $405.1K | 0.07% | −397−11.6% | Reduced |
| Carolinas Wealth Consulting LLC | 10,254 | $406.3K | 0.08% | +27+0.3% | Added |
| Lester Murray Antman dba SimplyRich | 3,043 | $407.0K | 0.15% | +5+0.2% | Added |
| Independent Investors Inc | 3,050 | $408.1K | 0.09% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,052 | $408.4K | 0.12% | −12−0.4% | Reduced |
| Clark Estates Inc | 3,055 | $408.8K | 0.07% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 3,060 | $409.5K | 0.01% | −2,800−47.8% | Reduced |
| Michael S. Ryan, Inc. | 3,064 | $409.6K | 0.38% | +3,064 | New |
| Peoples Bank | 3,062 | $409.7K | 0.25% | +100+3.4% | Added |
| Reik & Co., LLC | 3,072 | $411.1K | 0.11% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,073 | $411.2K | 0.26% | 00.0% | Unchanged |
| Guardian Investment Management | 3,075 | $411.5K | 0.35% | −6,925−69.3% | Reduced |
| Kolinsky Wealth Management, LLC | 3,080 | $412.9K | 0.39% | −61−1.9% | Reduced |
| Sage Mountain Advisors LLC | 3,087 | $413.1K | 0.06% | +256+9.0% | Added |
| Harbor Advisory Corp | 3,090 | $413.5K | 0.15% | +820+36.1% | Added |
| MV Capital Management, Inc. | 3,092 | $413.8K | 0.05% | −572−15.6% | Reduced |
| Accredited Investors Inc. | 3,094 | $414.1K | 0.03% | −154−4.7% | Reduced |
| Platform Technology Partners | 3,086 | $414.9K | 0.20% | +7+0.2% | Added |
| Doheny Asset Management | 3,103 | $415.0K | 0.36% | −50−1.6% | Reduced |
| Morris Financial Concepts, Inc. | 3,111 | $416.3K | 0.27% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 3,114 | $416.7K | 0.15% | +217+7.5% | Added |