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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 3,660 | $489.7K | 0.16% | −1,877−33.9% | Reduced |
| Landmark Financial Advisors, LLC | 3,662 | $490.0K | 0.20% | +38+1.0% | Added |
| Wealthsource Partners, LLC | 3,671 | $491.2K | 0.03% | −126−3.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,678 | $492.1K | 0.24% | +456+14.2% | Added |
| Horizon Kinetics Asset Management LLC | 3,680 | $492.4K | 0.01% | +100+2.8% | Added |
| Valmark Advisers, Inc. | 3,684 | $492.9K | 0.01% | +83+2.3% | Added |
| Cohen Investment Advisors LLC | 3,689 | $493.6K | 0.40% | +59+1.6% | Added |
| Weil Company, Inc. | 3,702 | $495.3K | 0.22% | −2,735−42.5% | Reduced |
| Telos Capital Management, Inc. | 3,705 | $495.8K | 0.07% | −373−9.1% | Reduced |
| Greenfield Savings Bank | 3,723 | $498.2K | 0.34% | −43−1.1% | Reduced |
| Trinity Legacy Partners, LLC | 3,723 | $498.2K | 0.17% | 00.0% | Unchanged |
| Joule Financial, LLC | 3,724 | $498.3K | 0.26% | −1,236−24.9% | Reduced |
| Colonial Trust Co | 3,724 | $498.3K | 0.12% | +242+7.0% | Added |
| Zions Bancorporation, N.A. | 3,725 | $498.4K | 0.04% | −69−1.8% | Reduced |
| Campbell Wealth Management | 3,725 | $499.0K | 0.06% | −485−11.5% | Reduced |
| Charles Schwab Trust Co | 3,885 | $499.6K | 0.06% | −2,531−39.4% | Reduced |
| McGuire Investment Group, LLC | 3,735 | $499.8K | 0.09% | +481+14.8% | Added |
| Boston Trust Walden Corp | 3,737 | $500.0K | 0.00% | −330−8.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,745 | $501.1K | 0.13% | −76−2.0% | Reduced |
| E&G Advisors, LP | 3,750 | $501.8K | 0.18% | −100−2.6% | Reduced |
| Old Second National Bank of Aurora | 3,750 | $501.8K | 0.15% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,739 | $501.9K | 0.02% | +1,703+83.6% | Added |
| SlateStone Wealth, LLC | 3,755 | $502.0K | 0.09% | −157−4.0% | Reduced |
| Financial Sense Advisors, Inc. | 3,757 | $502.7K | 0.23% | −74−1.9% | Reduced |
| Mitchell Sinkler & Starr | 3,768 | $504.2K | 0.14% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,770 | $505.0K | 0.03% | −27−0.7% | Reduced |
| Human Investing LLC | 3,777 | $505.4K | 0.12% | −487−11.4% | Reduced |
| Professional Advisory Services Inc | 3,783 | $506.0K | 0.08% | −80−2.1% | Reduced |
| Gradient Investments LLC | 3,786 | $506.6K | 0.01% | −190−4.8% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,788 | $506.9K | 0.57% | +3,788 | New |
| Firestone Capital Management | 3,786 | $508.2K | 0.17% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,800 | $508.5K | 0.01% | −9,427−71.3% | Reduced |
| Reliant Investment Management, LLC | 3,800 | $508.5K | 0.29% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,804 | $508.9K | 0.06% | −278−6.8% | Reduced |
| Navellier & Associates Inc | 3,805 | $509.1K | 0.10% | +3,805 | New |
| Signature Wealth Management Partners, LLC | 3,806 | $509.3K | 0.47% | −408−9.7% | Reduced |
| First International Bank & Trust | 3,832 | $512.8K | 0.16% | +45+1.2% | Added |
| Wealth Quarterback LLC | 3,832 | $512.8K | 0.36% | +132+3.6% | Added |
| Planned Solutions, Inc. | 3,835 | $513.2K | 0.30% | −527−12.1% | Reduced |
| WMS Partners, LLC | 3,835 | $513.2K | 0.04% | +9+0.2% | Added |
| Archer Investment Corp | 3,843 | $514.2K | 0.18% | −795−17.1% | Reduced |
| MTM Investment Management, LLC | 3,848 | $514.9K | 0.25% | +8+0.2% | Added |
| Norwood Financial Corp | 3,850 | $515.2K | 0.77% | −66−1.7% | Reduced |
| Roth Financial Partners LLC | 3,852 | $515.4K | 0.32% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,861 | $516.6K | 0.03% | +5+0.1% | Added |
| Congress Park Capital LLC | 3,863 | $516.9K | 0.29% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,961 | $519.2K | 0.40% | 00.0% | Unchanged |
| New Hampshire Trust | 3,881 | $519.3K | 0.13% | +20+0.5% | Added |
| Hemenway Trust Co LLC | 3,896 | $521.3K | 0.05% | +195+5.3% | Added |
| Virtu Financial LLC | 3,912 | $523.0K | 0.04% | +3,912 | New |
| West Bancorporation Inc | 3,924 | $525.1K | 0.35% | −11−0.3% | Reduced |
| Harvest Portfolios Group Inc. | 3,927 | $525.5K | 0.02% | −7−0.2% | Reduced |
| First National Corp | 3,930 | $525.9K | 0.12% | −15−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,933 | $526.3K | 0.10% | +1,225+45.2% | Added |
| Intrua Financial, LLC | 3,944 | $527.8K | 0.09% | +1,050+36.3% | Added |
| Davidson Trust Co | 3,959 | $529.8K | 0.38% | −65−1.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,959 | $529.8K | 0.39% | +227+6.1% | Added |
| CRA Financial Services, LLC | 3,964 | $530.4K | 0.14% | +297+8.1% | Added |
| LifeGuide Financial Advisors, LLC | 3,968 | $531.0K | 0.36% | +92+2.4% | Added |
| Berkshire Bank | 3,969 | $531.1K | 0.15% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,977 | $532.2K | 0.00% | +177+4.7% | Added |
| Tradewinds, LLC. | 3,988 | $533.6K | 0.31% | +27+0.7% | Added |
| Advisory Alpha, LLC | 3,995 | $534.7K | 0.03% | +280+7.5% | Added |
| Mezzasalma Advisors, LLC | 3,996 | $534.7K | 0.32% | +14+0.4% | Added |
| SignalPoint Asset Management, LLC | 3,996 | $534.8K | 0.16% | −49−1.2% | Reduced |
| Everett Harris & Co | 3,997 | $534.8K | 0.01% | +204+5.4% | Added |
| Capital Advisors, Ltd. LLC | 3,995 | $535.0K | 0.08% | +379+10.5% | Added |
| Somerville Kurt F | 4,012 | $536.8K | 0.10% | −75−1.8% | Reduced |
| Endurance Wealth Management, Inc. | 4,015 | $537.0K | 0.07% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 4,016 | $537.4K | 0.06% | +74+1.9% | Added |
| Lumature Wealth Partners, LLC | 4,018 | $537.6K | 0.32% | +960+31.4% | Added |
| Old North State Trust, LLC | 4,022 | $538.0K | 0.40% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,035 | $539.9K | 0.43% | +354+9.6% | Added |
| King Wealth | 4,035 | $540.0K | 0.11% | +833+26.0% | Added |
| Dakota Wealth Management | 4,044 | $541.1K | 0.03% | +1,521+60.3% | Added |
| Carlson Capital Management | 4,044 | $541.1K | 0.03% | −82−2.0% | Reduced |
| Emerald Advisors, LLC | 4,044 | $541.1K | 0.13% | −390−8.8% | Reduced |
| YHB Investment Advisors, Inc. | 4,046 | $541.5K | 0.05% | −81−2.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,050 | $541.9K | 0.26% | +46+1.1% | Added |
| Lafayette Investments, Inc. | 4,055 | $542.6K | 0.14% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 4,057 | $543.0K | 0.49% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,059 | $543.1K | 0.01% | −205−4.8% | Reduced |
| Osborne Partners Capital Management, LLC | 4,064 | $543.8K | 0.04% | −692−14.6% | Reduced |
| Investment House LLC | 4,075 | $545.3K | 0.04% | −3,955−49.3% | Reduced |
| Orion Capital Management LLC | 4,079 | $545.8K | 0.36% | +100+2.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,098 | $548.4K | 0.08% | +565+16.0% | Added |
| Penbrook Management LLC | 4,100 | $548.6K | 0.40% | −100−2.4% | Reduced |
| Highlander Capital Management, LLC | 4,110 | $550.0K | 0.25% | +60+1.5% | Added |
| Cutler Capital Management, LLC | 4,111 | $550.1K | 0.26% | −3,532−46.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,138 | $553.8K | 0.28% | +157+3.9% | Added |
| Imprint Wealth LLC | 4,142 | $554.6K | 0.35% | −916−18.1% | Reduced |
| PDS Planning, Inc | 4,145 | $554.6K | 0.07% | +122+3.0% | Added |
| Piscataqua Savings Bank | 4,147 | $554.9K | 0.45% | +10.0% | Added |
| Washington Trust Bank | 4,147 | $554.9K | 0.06% | +848+25.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,155 | $556.0K | 0.35% | −80−1.9% | Reduced |
| Heritage Wealth Advisors | 4,172 | $558.3K | 0.03% | −8−0.2% | Reduced |
| Sovereign Financial Group, Inc. | 4,182 | $559.5K | 0.18% | +249+6.3% | Added |
| Invictus Private Wealth, LLC | 4,200 | $562.0K | 0.06% | 00.0% | Unchanged |
| Accuvest Global Advisors | 4,211 | $563.0K | 0.29% | +975+30.1% | Added |
| Telemus Capital, LLC | 4,214 | $563.9K | 0.05% | −638−13.1% | Reduced |