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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 6,203 | $830.1K | 0.33% | +1,996+47.4% | Added |
| First National Bank | 6,187 | $827.9K | 0.68% | −100−1.6% | Reduced |
| Keudell/Morrison Wealth Management | 6,180 | $827.0K | 0.24% | −147−2.3% | Reduced |
| Gratus Capital LLC | 6,169 | $825.5K | 0.06% | −313−4.8% | Reduced |
| Granite Investment Partners, LLC | 6,153 | $823.3K | 0.03% | +125+2.1% | Added |
| Hodges Capital Management Inc. | 0 | $823.0K | 0.05% | −7,013−100.0% | Reduced |
| Saxon Interests, Inc. | 6,149 | $822.7K | 0.44% | −107−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 6,137 | $821.3K | 0.09% | −1,196−16.3% | Reduced |
| Capital Asset Advisory Services LLC | 6,142 | $819.3K | 0.06% | −276−4.3% | Reduced |
| Bailard, Inc. | 6,113 | $818.0K | 0.03% | −1,875−23.5% | Reduced |
| Vaughan & Co Securities, Inc. | 6,103 | $816.6K | 0.58% | −25−0.4% | Reduced |
| Delta Asset Management LLC | 6,096 | $815.7K | 0.08% | +1,160+23.5% | Added |
| Summit Asset Management, LLC | 6,094 | $815.4K | 0.21% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 6,088 | $814.7K | 0.62% | +47+0.8% | Added |
| Boothbay Fund Management, LLC | 6,033 | $807.3K | 0.03% | +6,033 | New |
| Berkshire Asset Management LLC | 6,032 | $807.1K | 0.05% | −202−3.2% | Reduced |
| Arrow Financial Corp | 6,029 | $806.7K | 0.10% | −50−0.8% | Reduced |
| Baystate Wealth Management LLC | 6,010 | $804.3K | 0.07% | +277+4.8% | Added |
| CFS Investment Advisory Services, LLC | 5,997 | $802.0K | 0.10% | +5,997 | New |
| Burt Wealth Advisors | 5,993 | $801.9K | 0.24% | −20.0% | Reduced |
| Mork Capital Management, LLC | 5,990 | $801.5K | 0.62% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 5,990 | $801.5K | 0.13% | +109+1.9% | Added |
| Uncommon Cents Investing LLC | 5,980 | $800.2K | 0.28% | +12+0.2% | Added |
| Manchester Capital Management LLC | 5,969 | $798.7K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 5,962 | $797.8K | 0.20% | −25−0.4% | Reduced |
| Meridian Wealth Advisors, LLC | 5,950 | $796.1K | 0.19% | −478−7.4% | Reduced |
| Massmutual Trust Co FSB | 5,940 | $794.8K | 0.03% | +400+7.2% | Added |
| Empirical Asset Management, LLC | 5,933 | $793.8K | 0.70% | +5,933 | New |
| Plancorp, LLC | 5,923 | $792.6K | 0.04% | +214+3.7% | Added |
| Heritage Trust Co | 5,906 | $790.3K | 0.12% | +886+17.6% | Added |
| Acorn Wealth Advisors, LLC | 5,903 | $789.9K | 0.54% | +130+2.3% | Added |
| JGP Wealth Management, LLC | 5,900 | $789.5K | 0.13% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 5,898 | $789.3K | 0.53% | −117−1.9% | Reduced |
| High Net Worth Advisory Group LLC | 5,891 | $788.3K | 0.31% | +1,859+46.1% | Added |
| Vigilant Capital Management, LLC | 5,889 | $788.0K | 0.06% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 5,873 | $785.9K | 0.70% | +5,873 | New |
| Beacon Financial Advisory LLC | 5,873 | $785.8K | 0.45% | +367+6.7% | Added |
| PFG Advisors | 5,871 | $785.7K | 0.06% | +110+1.9% | Added |
| Obsidian Personal Planning Solutions LLC | 5,869 | $785.3K | 0.97% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 5,849 | $782.6K | 0.33% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,996 | $782.0K | 0.69% | −190−3.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,830 | $780.2K | 0.24% | −4,862−45.5% | Reduced |
| First County Bank | 5,826 | $779.6K | 0.38% | −131−2.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,821 | $778.9K | 0.09% | +35+0.6% | Added |
| Park Edge Advisors, LLC | 5,814 | $778.0K | 0.26% | −208−3.5% | Reduced |
| Renaissance Investment Group LLC | 5,813 | $777.8K | 0.20% | −811−12.2% | Reduced |
| Ategra Capital Management, LLC | 5,813 | $777.8K | 0.42% | −1,258−17.8% | Reduced |
| Cross Staff Investments Inc | 5,804 | $776.6K | 0.71% | +156+2.8% | Added |
| Wealth Alliance Advisory Group, LLC | 5,802 | $776.4K | 0.27% | +322+5.9% | Added |
| Mirabella Financial Services LLP | 5,800 | $776.1K | 0.09% | −2,129−26.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,781 | $773.6K | 0.69% | +2,249+63.7% | Added |
| Legacy Financial Advisors, Inc. | 5,771 | $772.3K | 0.14% | −31−0.5% | Reduced |
| Bridge Creek Capital Management LLC | 5,762 | $771.0K | 0.28% | −835−12.7% | Reduced |
| NorthRock Partners, LLC | 5,757 | $770.3K | 0.08% | −641−10.0% | Reduced |
| Weatherly Asset Management L. P. | 5,752 | $769.7K | 0.09% | −502−8.0% | Reduced |
| Summit Financial Group Inc | 5,751 | $769.5K | 0.30% | −1,368−19.2% | Reduced |
| Cowa, LLC | 5,744 | $768.6K | 0.51% | +449+8.5% | Added |
| Hexagon Capital Partners LLC | 5,742 | $768.3K | 0.20% | +307+5.6% | Added |
| Pinnacle West Asset Management, Inc. | 5,735 | $767.0K | 0.74% | −100−1.7% | Reduced |
| Wealth Alliance | 5,729 | $766.6K | 0.11% | +153+2.7% | Added |
| True Wealth Design, LLC | 5,689 | $761.2K | 0.28% | −33−0.6% | Reduced |
| Boston Financial Mangement LLC | 5,689 | $761.2K | 0.03% | +648+12.9% | Added |
| Core Wealth Partners LLC | 5,671 | $758.9K | 0.70% | +329+6.2% | Added |
| Harvest Volatility Management LLC | 5,670 | $758.7K | 0.15% | +701+14.1% | Added |
| Pekin Hardy Strauss, Inc. | 5,661 | $757.5K | 0.12% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,656 | $756.9K | 0.17% | +1,721+43.7% | Added |
| Cullen Capital Management LLC | 5,648 | $755.8K | 0.01% | +1,970+53.6% | Added |
| San Luis Wealth Advisors LLC | 5,637 | $754.0K | 0.27% | −212−3.6% | Reduced |
| Waddell & Associates, LLC | 5,599 | $749.2K | 0.11% | −2,485−30.7% | Reduced |
| SFMG, LLC | 5,596 | $748.8K | 0.08% | +147+2.7% | Added |
| Strategic Financial Services, Inc, | 5,247 | $747.7K | 0.06% | −347−6.2% | Reduced |
| GeoWealth Management, LLC | 5,576 | $747.0K | 0.08% | +3,397+155.9% | Added |
| Simon Quick Advisors, LLC | 5,564 | $744.6K | 0.07% | +1,275+29.7% | Added |
| Wedmont Private Capital | 5,577 | $743.9K | 0.08% | +691+14.1% | Added |
| Coastal Bridge Advisors, LLC | 5,551 | $742.8K | 0.18% | +99+1.8% | Added |
| Kades & Cheifetz LLC | 5,545 | $742.0K | 0.57% | +9+0.2% | Added |
| Aspiriant, LLC | 5,540 | $741.4K | 0.04% | −76−1.4% | Reduced |
| Focus Financial Network, Inc. | 5,510 | $737.4K | 0.04% | +18+0.3% | Added |
| Armstrong, Fleming & Moore, Inc | 5,505 | $736.7K | 0.68% | +5,505 | New |
| Glassman Wealth Services | 5,502 | $736.3K | 0.12% | +843+18.1% | Added |
| V-Square Quantitative Management LLC | 5,500 | $736.0K | 0.54% | +78+1.4% | Added |
| Benin Management CORP | 5,493 | $735.1K | 0.26% | −450−7.6% | Reduced |
| S.E.E.D. Planning Group LLC | 5,484 | $733.8K | 0.26% | +316+6.1% | Added |
| WoodTrust Financial Corp | 5,471 | $732.0K | 0.14% | −4,072−42.7% | Reduced |
| NewEdge Wealth, LLC | 5,470 | $732.0K | 0.02% | −700−11.3% | Reduced |
| Roanoke Asset Management Corp | 5,445 | $729.0K | 0.29% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,442 | $728.1K | 0.13% | −230−4.1% | Reduced |
| Mount Vernon Associates Inc | 5,430 | $727.0K | 0.77% | −50−0.9% | Reduced |
| EPG Wealth Management LLC | 5,429 | $726.5K | 0.21% | −200−3.6% | Reduced |
| Cable Hill Partners, LLC | 5,429 | $726.5K | 0.09% | −142−2.5% | Reduced |
| TRUE Private Wealth Advisors | 5,414 | $724.4K | 0.11% | +3+0.1% | Added |
| Register Financial Advisors LLC | 5,409 | $723.8K | 0.52% | −322−5.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,017 | $723.7K | 0.32% | +16+0.3% | Added |
| Marcum Wealth, LLC | 5,405 | $723.3K | 0.08% | −266−4.7% | Reduced |
| LBMC Investment Advisors, LLC | 5,378 | $719.6K | 0.07% | −267−4.7% | Reduced |
| Oak Asset Management, LLC | 5,357 | $716.8K | 0.30% | +4+0.1% | Added |
| Accurate Wealth Management, LLC | 5,369 | $716.3K | 0.22% | −403−7.0% | Reduced |
| Lebenthal Global Advisors, LLC | 5,351 | $716.0K | 0.21% | −313−5.5% | Reduced |
| My Legacy Advisors, LLC | 5,338 | $714.9K | 0.28% | −313−5.5% | Reduced |
| Roffman Miller Associates Inc | 5,340 | $714.6K | 0.05% | −49−0.9% | Reduced |