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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 5,335 | $713.9K | 0.23% | −1,940−26.7% | Reduced |
| Roman Butler Fullerton & Co | 5,262 | $712.8K | 0.33% | −2,504−32.2% | Reduced |
| Sawyer & Company, Inc | 5,319 | $712.0K | 0.33% | −118−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,314 | $711.1K | 0.32% | −25−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 5,276 | $706.0K | 0.01% | +867+19.7% | Added |
| Destination Wealth Management | 5,260 | $703.8K | 0.03% | +2,918+124.6% | Added |
| Steward Financial Group LLC | 5,252 | $702.0K | 0.22% | +5,252 | New |
| 9258 Wealth Management, LLC | 5,244 | $701.7K | 0.13% | −297−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,236 | $700.6K | 0.11% | −316−5.7% | Reduced |
| Continuum Advisory, LLC | 5,234 | $700.3K | 0.11% | +272+5.5% | Added |
| Impact Partnership Wealth, LLC | 5,230 | $699.9K | 0.24% | +5,230 | New |
| Private Portfolio Partners LLC | 5,220 | $698.4K | 0.18% | −282−5.1% | Reduced |
| Bath Savings Trust Co | 5,215 | $697.8K | 0.08% | −150−2.8% | Reduced |
| EHP Funds Inc. | 5,200 | $695.8K | 0.20% | 00.0% | Unchanged |
| Inceptionr LLC | 5,191 | $694.6K | 0.37% | +5,191 | New |
| Connecticut Wealth Management, LLC | 5,168 | $691.5K | 0.05% | +33+0.6% | Added |
| Moss Adams Wealth Advisors LLC | 5,156 | $689.9K | 0.23% | +32+0.6% | Added |
| Ameritas Advisory Services, LLC | 5,219 | $689.3K | 0.09% | −3,669−41.3% | Reduced |
| First Western Trust Bank | 5,151 | $689.3K | 0.03% | −66−1.3% | Reduced |
| Castle Rock Wealth Management, LLC | 5,129 | $688.5K | 0.24% | +585+12.9% | Added |
| Palumbo Wealth Management LLC | 5,136 | $687.3K | 0.42% | +49+1.0% | Added |
| Infrastructure Capital Advisors, LLC | 5,134 | $687.0K | 0.13% | +252+5.2% | Added |
| Nemes Rush Group LLC | 5,130 | $686.4K | 0.12% | +5,130 | New |
| Heritage Financial Services, LLC | 5,128 | $686.2K | 0.14% | +63+1.2% | Added |
| Financial Advocates Investment Management | 5,126 | $685.9K | 0.05% | −109−2.1% | Reduced |
| Winthrop Advisory Group LLC | 5,120 | $685.1K | 0.11% | +52+1.0% | Added |
| Boltwood Capital Management | 5,120 | $685.1K | 0.25% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,103 | $682.8K | 0.05% | +2,162+73.5% | Added |
| Summit Trail Advisors, LLC | 5,095 | $681.8K | 0.03% | +277+5.7% | Added |
| Cranbrook Wealth Management, LLC | 5,091 | $681.2K | 0.19% | +10.0% | Added |
| Powell Investment Advisors, LLC | 5,067 | $678.1K | 0.40% | +3+0.1% | Added |
| Adviser Investments LLC | 5,066 | $677.9K | 0.01% | −1,163−18.7% | Reduced |
| Quadrant Capital Group LLC | 5,058 | $676.8K | 0.07% | +856+20.4% | Added |
| Ignite Planners, LLC | 5,097 | $673.2K | 0.26% | −81−1.6% | Reduced |
| Grove Bank & Trust | 5,025 | $672.4K | 0.14% | +10.0% | Added |
| Mirador Capital Partners LP | 5,019 | $671.6K | 0.16% | −268−5.1% | Reduced |
| Pitcairn Co | 5,010 | $670.4K | 0.06% | −878−14.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,996 | $668.6K | 0.31% | +12+0.2% | Added |
| Intercontinental Wealth Advisors, LLC | 4,990 | $667.7K | 0.16% | −101−2.0% | Reduced |
| Patten & Patten Inc | 4,972 | $665.3K | 0.05% | +64+1.3% | Added |
| Crewe Advisors LLC | 4,950 | $662.4K | 0.09% | −268−5.1% | Reduced |
| Fairview Capital Investment Management, LLC | 4,928 | $659.4K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4,927 | $659.3K | 0.30% | −239−4.6% | Reduced |
| Belpointe Asset Management LLC | 4,918 | $658.2K | 0.07% | −13,624−73.5% | Reduced |
| Beach Investment Counsel Inc | 4,903 | $656.0K | 0.08% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 4,674 | $655.9K | 0.13% | −370−7.3% | Reduced |
| Atwood & Palmer Inc | 4,900 | $655.7K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 4,878 | $652.7K | 0.34% | −1,929−28.3% | Reduced |
| Tradition Wealth Management, LLC | 4,867 | $651.0K | 0.08% | +158+3.4% | Added |
| Coombe, Bender & Co LLC | 4,844 | $648.2K | 0.47% | −203−4.0% | Reduced |
| Operose Advisors LLC | 4,804 | $642.8K | 0.29% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 4,803 | $642.7K | 0.70% | +81+1.7% | Added |
| Tilt Investment Management Holdings, PBC | 4,801 | $642.4K | 0.42% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,777 | $639.2K | 0.01% | −967−16.8% | Reduced |
| Apexium Financial, LP | 4,768 | $638.0K | 0.06% | +156+3.4% | Added |
| Delta Investment Management, LLC | 4,768 | $638.0K | 0.17% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 4,766 | $637.8K | 0.19% | −355−6.9% | Reduced |
| Capstone Financial Advisors, Inc. | 4,764 | $637.4K | 0.05% | +12+0.3% | Added |
| Copperwynd Financial, LLC | 4,748 | $635.3K | 0.30% | +140+3.0% | Added |
| MJP Associates Inc | 4,737 | $633.8K | 0.21% | −632−11.8% | Reduced |
| Choate Investment Advisors | 4,730 | $632.9K | 0.03% | −71−1.5% | Reduced |
| S. R. Schill & Associates | 4,722 | $631.9K | 0.29% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,717 | $631.2K | 0.15% | −118−2.4% | Reduced |
| Sax Wealth Advisors, LLC | 4,708 | $630.0K | 0.13% | −221−4.5% | Reduced |
| Field & Main Bank | 4,705 | $629.6K | 0.35% | −100−2.1% | Reduced |
| Blossom Wealth Management | 4,704 | $629.4K | 2.30% | +160+3.5% | Added |
| TrueWealth Advisors, LLC | 4,699 | $628.8K | 0.26% | +121+2.6% | Added |
| Fenimore Asset Management Inc | 4,690 | $627.6K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4,669 | $624.7K | 0.17% | +44+1.0% | Added |
| Grant/GrossMendelsohn, LLC | 4,643 | $624.2K | 0.25% | +4,643 | New |
| Certified Advisory Corp | 4,659 | $623.4K | 0.11% | −1,712−26.9% | Reduced |
| Port Capital LLC | 4,646 | $622.0K | 0.04% | −100−2.1% | Reduced |
| Capital Advisors Inc | 4,645 | $621.5K | 0.02% | −244−5.0% | Reduced |
| Schechter Investment Advisors, LLC | 4,622 | $618.4K | 0.06% | −147−3.1% | Reduced |
| Manchester Financial Inc | 4,611 | $617.0K | 0.18% | −10−0.2% | Reduced |
| Boston Research & Management Inc | 4,603 | $615.0K | 0.17% | +107+2.4% | Added |
| Evergreen Wealth Solutions, LLC | 4,593 | $614.5K | 0.62% | +565+14.0% | Added |
| Intergy Private Wealth, LLC | 4,590 | $614.2K | 0.30% | +4,590 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,623 | $614.1K | 0.45% | +1,204+35.2% | Added |
| Plante Moran Financial Advisors, LLC | 4,586 | $613.6K | 0.07% | +215+4.9% | Added |
| LS Investment Advisors, LLC | 4,583 | $613.3K | 0.11% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 4,580 | $612.9K | 0.15% | +96+2.1% | Added |
| Hoxton Planning & Management, LLC | 4,552 | $609.1K | 0.38% | −237−4.9% | Reduced |
| NCM Capital Management, LLC | 4,551 | $609.0K | 0.42% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 4,530 | $606.1K | 0.15% | −41−0.9% | Reduced |
| Ti-Trust, Inc | 4,522 | $605.1K | 0.56% | 00.0% | Unchanged |
| City State Bank | 4,503 | $603.0K | 0.33% | −87−1.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,495 | $601.5K | 0.22% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,490 | $600.9K | 0.12% | −1,798−28.6% | Reduced |
| Xcel Wealth Management, LLC | 4,488 | $600.5K | 0.19% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 4,487 | $600.4K | 0.15% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,484 | $600.0K | 0.25% | +124+2.8% | Added |
| DRW Securities, LLC | 4,469 | $598.0K | 0.05% | +4,469 | New |
| SNS Financial Group, LLC | 4,463 | $597.1K | 0.08% | +6+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 4,450 | $595.4K | 0.34% | −44−1.0% | Reduced |
| Graypoint LLC | 4,443 | $594.6K | 0.06% | +490+12.4% | Added |
| Roof Eidam & Maycock | 4,437 | $593.7K | 0.20% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 4,423 | $591.8K | 0.41% | −410−8.5% | Reduced |
| Thoroughbred Financial Services, LLC | 4,423 | $591.0K | 0.08% | −24−0.5% | Reduced |
| CoreFirst Bank & Trust | 4,411 | $590.2K | 0.42% | −750−14.5% | Reduced |