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 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 13,695 | $1.83M | 1.06% | −5,334−28.0% | Reduced |
| Fca Corp | 13,669 | $1.83M | 0.68% | +894+7.0% | Added |
| Cyndeo Wealth Partners, LLC | 13,658 | $1.83M | 0.19% | −26,474−66.0% | Reduced |
| Cary Street Partners Asset Management LLC | 13,650 | $1.83M | 0.34% | −357−2.5% | Reduced |
| Vaughan David Investments LLC | 13,622 | $1.82M | 0.05% | −223−1.6% | Reduced |
| Carson Advisory Inc. | 13,596 | $1.82M | 1.54% | −450−3.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,589 | $1.82M | 0.19% | +4,336+46.9% | Added |
| Wealthcare Advisory Partners LLC | 13,551 | $1.81M | 0.08% | +275+2.1% | Added |
| Legacy Wealth Asset Management, LLC | 13,537 | $1.81M | 0.63% | +895+7.1% | Added |
| LVM Capital Management Ltd | 13,534 | $1.81M | 0.24% | +130+1.0% | Added |
| Excalibur Management Corp | 13,531 | $1.81M | 0.92% | −483−3.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 12,915 | $1.80M | 0.68% | −3,880−23.1% | Reduced |
| Osterweis Capital Management Inc | 13,450 | $1.80M | 0.12% | −3,525−20.8% | Reduced |
| Brighton Jones LLC | 13,427 | $1.80M | 0.09% | +494+3.8% | Added |
| Joel Isaacson & Co., LLC | 13,419 | $1.80M | 0.12% | +137+1.0% | Added |
| Independent Solutions Wealth Management, LLC | 13,415 | $1.80M | 0.48% | +756+6.0% | Added |
| Diversified Trust Co | 13,410 | $1.79M | 0.07% | +638+5.0% | Added |
| CWA Asset Management Group, LLC | 13,400 | $1.79M | 0.12% | +51+0.4% | Added |
| Cambridge Trust Co | 13,395 | $1.79M | 0.08% | −263−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 13,392 | $1.79M | 0.38% | −214−1.6% | Reduced |
| Monetary Management Group Inc | 13,302 | $1.78M | 0.55% | −2,800−17.4% | Reduced |
| Warren Averett Asset Management, LLC | 13,295 | $1.78M | 0.08% | +1,015+8.3% | Added |
| Eudaimonia Partners, LLC | 13,274 | $1.78M | 0.40% | −693−5.0% | Reduced |
| Chilton Capital Management LLC | 13,198 | $1.77M | 0.10% | −63−0.5% | Reduced |
| Peloton Wealth Strategists | 13,175 | $1.76M | 0.78% | −75−0.6% | Reduced |
| Change Path, LLC | 13,126 | $1.76M | 0.08% | −4,132−23.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,163 | $1.75M | 0.29% | +3,860+46.5% | Added |
| Nicholas Hoffman & Company, LLC. | 12,989 | $1.74M | 0.07% | −831−6.0% | Reduced |
| Round Rock Advisors, LLC | 12,978 | $1.74M | 0.63% | +88+0.7% | Added |
| Great Valley Advisor Group, Inc. | 12,935 | $1.73M | 0.07% | +537+4.3% | Added |
| Symmetry Partners, LLC | 12,931 | $1.73M | 0.09% | +4,466+52.8% | Added |
| JFS Wealth Advisors, LLC | 12,926 | $1.73M | 0.16% | +42+0.3% | Added |
| Forza Wealth Management, LLC | 12,910 | $1.73M | 0.87% | +180+1.4% | Added |
| Balyasny Asset Management LLC | 12,817 | $1.72M | 0.00% | −71,588−84.8% | Reduced |
| TCM Advisors, LLC | – | $1.70M | 0.73% | – | – |
| Valeo Financial Advisors, LLC | 12,666 | $1.69M | 0.08% | −2,849−18.4% | Reduced |
| Commerzbank Aktiengesellschaft | 12,634 | $1.69M | 0.08% | +477+3.9% | Added |
| Merit Financial Group, LLC | 12,632 | $1.69M | 0.05% | +629+5.2% | Added |
| Ballentine Partners, LLC | 12,632 | $1.69M | 0.04% | +339+2.8% | Added |
| Culbertson A N & Co Inc | 12,613 | $1.69M | 0.33% | −308−2.4% | Reduced |
| Aull & Monroe Investment Management Corp | 12,605 | $1.69M | 0.85% | 00.0% | Unchanged |
| Private Capital Management, LLC | 12,585 | $1.68M | 0.20% | +12,585 | New |
| Silvant Capital Management LLC | 12,569 | $1.68M | 0.09% | −60.0% | Reduced |
| Disciplined Equity Management, Inc. | 12,514 | $1.67M | 1.36% | −60−0.5% | Reduced |
| ORG Partners LLC | 12,492 | $1.67M | 0.27% | +12,492 | New |
| Slagle Financial, LLC | 12,468 | $1.67M | 1.04% | +12,468 | New |
| DT Investment Partners, LLC | 11,614 | $1.66M | 0.19% | −431−3.6% | Reduced |
| Pinnacle Holdings, LLC | 12,387 | $1.66M | 0.74% | −71−0.6% | Reduced |
| Valicenti Advisory Services Inc | 12,331 | $1.65M | 0.52% | −10−0.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,311 | $1.65M | 0.96% | +24+0.2% | Added |
| Little House Capital LLC | 12,311 | $1.65M | 0.70% | +248+2.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 12,261 | $1.64M | 0.20% | +111+0.9% | Added |
| Proequities, Inc. | 12,235 | $1.64M | 0.12% | −774−5.9% | Reduced |
| McMillion Capital Management Inc | 12,228 | $1.64M | 1.46% | −322−2.6% | Reduced |
| AIA Group Ltd | 12,200 | $1.63M | 0.08% | −5,127−29.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,198 | $1.63M | 0.12% | −655−5.1% | Reduced |
| ABLE Financial Group, LLC | 12,132 | $1.62M | 0.84% | +1,955+19.2% | Added |
| Landscape Capital Management, L.L.C. | 12,096 | $1.62M | 0.21% | +12,096 | New |
| Tower Bridge Advisors | 12,069 | $1.61M | 0.15% | −15,821−56.7% | Reduced |
| Cornerstone Wealth Management, LLC | 12,005 | $1.61M | 0.14% | +2,039+20.5% | Added |
| Morningstar Investment Management LLC | 12,002 | $1.61M | 0.21% | +7,864+190.0% | Added |
| Mark Stevens | 11,973 | $1.60M | 0.21% | +311+2.7% | Added |
| Gifford Fong Associates | 11,900 | $1.59M | 0.37% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 11,894 | $1.59M | 0.01% | −26−0.2% | Reduced |
| Fairfield, Bush & Co. | 11,894 | $1.59M | 0.44% | +2,110+21.6% | Added |
| Cooper Financial Group | 11,877 | $1.59M | 0.39% | +435+3.8% | Added |
| BCJ Capital Management, LLC | 11,843 | $1.58M | 0.14% | −1,340−10.2% | Reduced |
| Klingenstein Fields & Co LP | 11,830 | $1.58M | 0.07% | −80−0.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 11,827 | $1.58M | 0.37% | −413−3.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,822 | $1.58M | 0.29% | +857+7.8% | Added |
| Hudock, Inc. | 11,784 | $1.58M | 0.37% | +301+2.6% | Added |
| GYL Financial Synergies, LLC | 11,776 | $1.58M | 0.14% | −1,483−11.2% | Reduced |
| O'Rourke & Company, Inc | 11,748 | $1.57M | 1.10% | +524+4.7% | Added |
| Evergreen Capital Management LLC | 11,726 | $1.57M | 0.07% | +2,419+26.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,713 | $1.57M | 0.02% | −977−7.7% | Reduced |
| Dividend Assets Capital, LLC | 11,678 | $1.56M | 0.32% | −915−7.3% | Reduced |
| Sage Investment Advisers LLC | 11,677 | $1.56M | 2.09% | +147+1.3% | Added |
| Caldwell Sutter Capital, Inc. | 11,668 | $1.56M | 0.82% | +3,225+38.2% | Added |
| Leavell Investment Management, Inc. | 11,660 | $1.56M | 0.11% | −440−3.6% | Reduced |
| Aries Wealth Management | 11,637 | $1.56M | 0.60% | −150−1.3% | Reduced |
| Allegheny Financial Group LTD | 11,626 | $1.56M | 0.74% | −301−2.5% | Reduced |
| Ceera Investments, LLC | 11,613 | $1.55M | 0.90% | +105+0.9% | Added |
| Ronald Blue Trust, Inc. | 11,844 | $1.55M | 0.02% | −2,816−19.2% | Reduced |
| Transatlantique Private Wealth LLC | 11,594 | $1.55M | 0.81% | −40.0% | Reduced |
| Intrust Bank NA | 11,526 | $1.54M | 0.19% | +784+7.3% | Added |
| Griffin Asset Management, Inc. | 11,481 | $1.54M | 0.21% | +497+4.5% | Added |
| Cassaday & Co Wealth Management LLC | 11,428 | $1.53M | 0.06% | −405−3.4% | Reduced |
| St Germain D J Co Inc | 11,417 | $1.53M | 0.08% | +11,417 | New |
| First National Bank of Omaha | 11,348 | $1.52M | 0.09% | −700−5.8% | Reduced |
| Founders Financial Securities LLC | 11,345 | $1.52M | 0.20% | −859−7.0% | Reduced |
| Financial Architects, Inc | 11,337 | $1.52M | 0.23% | +241+2.2% | Added |
| Waterfront Wealth Inc. | 10,811 | $1.52M | 0.45% | +275+2.6% | Added |
| Focused Wealth Management, Inc | 11,327 | $1.52M | 0.27% | +109+1.0% | Added |
| Bellecapital International Ltd. | 11,306 | $1.51M | 0.37% | +617+5.8% | Added |
| SageView Advisory Group, LLC | 11,224 | $1.50M | 0.08% | +1,378+14.0% | Added |
| Nomura Holdings Inc | 11,219 | $1.50M | 0.02% | −5,786−34.0% | Reduced |
| Hedges Asset Management LLC | 11,200 | $1.50M | 1.27% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 11,161 | $1.50M | 1.66% | +135+1.2% | Added |
| Private Trust Co NA | 11,188 | $1.50M | 0.19% | +1,874+20.1% | Added |
| Trust Investment Advisors | 11,130 | $1.49M | 1.20% | +327+3.0% | Added |