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 |
|---|---|---|---|---|---|
| Stewart & Patten Co LLC | 4,411 | $590.2K | 0.10% | −125−2.8% | Reduced |
| Paradigm Capital Management Inc | 4,400 | $588.8K | 0.03% | +4,400 | New |
| Matrix Private Capital Group LLC | 4,393 | $587.8K | 0.43% | 00.0% | Unchanged |
| HBK Investments L P | 4,388 | $587.2K | 0.02% | −7,856−64.2% | Reduced |
| VisionPoint Advisory Group, LLC | 4,387 | $587.0K | 0.24% | +2,190+99.7% | Added |
| Benjamin Edwards Inc | 4,385 | $587.0K | 0.14% | −1,262−22.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,378 | $585.8K | 0.17% | +412+10.4% | Added |
| Crescent Grove Advisors, LLC | 4,360 | $583.4K | 0.06% | +488+12.6% | Added |
| Bank of New Hampshire | 4,343 | $581.1K | 0.17% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 4,324 | $578.6K | 0.08% | +43+1.0% | Added |
| Geller Advisors LLC | 4,323 | $578.5K | 0.07% | +935+27.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,320 | $578.1K | 0.37% | −707−14.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,299 | $575.2K | 0.10% | +119+2.8% | Added |
| Israel Discount Bank of New York | 4,284 | $573.2K | 0.46% | −724−14.5% | Reduced |
| City Holding Co | 4,281 | $572.8K | 0.10% | −49−1.1% | Reduced |
| Lauterbach Financial Advisors, LLC | 4,275 | $572.1K | 0.44% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,274 | $572.0K | 0.03% | +21+0.5% | Added |
| Amplius Wealth Advisors, LLC | 4,273 | $571.8K | 0.08% | −95−2.2% | Reduced |
| Laurion Capital Management LP | 4,273 | $571.8K | 0.02% | +4,273 | New |
| Addison Advisors LLC | 4,250 | $568.7K | 0.28% | −53−1.2% | Reduced |
| Jarislowsky, Fraser Ltd | 4,250 | $568.7K | 0.00% | −800−15.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,242 | $567.7K | 0.21% | −111−2.5% | Reduced |
| Financial Engines Advisors L.L.C. | 4,242 | $567.6K | 0.00% | +643+17.9% | Added |
| GM Advisory Group, Inc. | 4,237 | $566.9K | 0.05% | +61+1.5% | Added |
| Icon Wealth Partners, LLC | 4,235 | $566.6K | 0.06% | −2,595−38.0% | Reduced |
| Northern Oak Wealth Management Inc | 4,228 | $565.7K | 0.07% | −13,604−76.3% | Reduced |
| Retirement Investment Advisors, Inc. | 4,220 | $564.7K | 0.07% | +200+5.0% | Added |
| Institute for Wealth Management, LLC. | 4,214 | $563.9K | 0.10% | +10.0% | Added |
| Telemus Capital, LLC | 4,214 | $563.9K | 0.05% | −638−13.1% | Reduced |
| Accuvest Global Advisors | 4,211 | $563.0K | 0.29% | +975+30.1% | Added |
| Invictus Private Wealth, LLC | 4,200 | $562.0K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,182 | $559.5K | 0.18% | +249+6.3% | Added |
| Heritage Wealth Advisors | 4,172 | $558.3K | 0.03% | −8−0.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,155 | $556.0K | 0.35% | −80−1.9% | Reduced |
| Washington Trust Bank | 4,147 | $554.9K | 0.06% | +848+25.7% | Added |
| Piscataqua Savings Bank | 4,147 | $554.9K | 0.45% | +10.0% | Added |
| PDS Planning, Inc | 4,145 | $554.6K | 0.07% | +122+3.0% | Added |
| Imprint Wealth LLC | 4,142 | $554.6K | 0.35% | −916−18.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,138 | $553.8K | 0.28% | +157+3.9% | Added |
| Cutler Capital Management, LLC | 4,111 | $550.1K | 0.26% | −3,532−46.2% | Reduced |
| Highlander Capital Management, LLC | 4,110 | $550.0K | 0.25% | +60+1.5% | Added |
| Penbrook Management LLC | 4,100 | $548.6K | 0.40% | −100−2.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,098 | $548.4K | 0.08% | +565+16.0% | Added |
| Orion Capital Management LLC | 4,079 | $545.8K | 0.36% | +100+2.5% | Added |
| Investment House LLC | 4,075 | $545.3K | 0.04% | −3,955−49.3% | Reduced |
| Osborne Partners Capital Management, LLC | 4,064 | $543.8K | 0.04% | −692−14.6% | Reduced |
| DF Dent & Co Inc | 4,059 | $543.1K | 0.01% | −205−4.8% | Reduced |
| Magnolia Capital Management Ltd | 4,057 | $543.0K | 0.49% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,055 | $542.6K | 0.14% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,050 | $541.9K | 0.26% | +46+1.1% | Added |
| YHB Investment Advisors, Inc. | 4,046 | $541.5K | 0.05% | −81−2.0% | Reduced |
| Emerald Advisors, LLC | 4,044 | $541.1K | 0.13% | −390−8.8% | Reduced |
| Carlson Capital Management | 4,044 | $541.1K | 0.03% | −82−2.0% | Reduced |
| Dakota Wealth Management | 4,044 | $541.1K | 0.03% | +1,521+60.3% | Added |
| King Wealth | 4,035 | $540.0K | 0.11% | +833+26.0% | Added |
| Paragon Private Wealth Management, LLC | 4,035 | $539.9K | 0.43% | +354+9.6% | Added |
| Old North State Trust, LLC | 4,022 | $538.0K | 0.40% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,018 | $537.6K | 0.32% | +960+31.4% | Added |
| StrategIQ Financial Group, LLC | 4,016 | $537.4K | 0.06% | +74+1.9% | Added |
| Endurance Wealth Management, Inc. | 4,015 | $537.0K | 0.07% | 00.0% | Unchanged |
| Somerville Kurt F | 4,012 | $536.8K | 0.10% | −75−1.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3,995 | $535.0K | 0.08% | +379+10.5% | Added |
| Everett Harris & Co | 3,997 | $534.8K | 0.01% | +204+5.4% | Added |
| SignalPoint Asset Management, LLC | 3,996 | $534.8K | 0.16% | −49−1.2% | Reduced |
| Mezzasalma Advisors, LLC | 3,996 | $534.7K | 0.32% | +14+0.4% | Added |
| Advisory Alpha, LLC | 3,995 | $534.7K | 0.03% | +280+7.5% | Added |
| Tradewinds, LLC. | 3,988 | $533.6K | 0.31% | +27+0.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,977 | $532.2K | 0.00% | +177+4.7% | Added |
| Berkshire Bank | 3,969 | $531.1K | 0.15% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 3,968 | $531.0K | 0.36% | +92+2.4% | Added |
| CRA Financial Services, LLC | 3,964 | $530.4K | 0.14% | +297+8.1% | Added |
| Fortitude Advisory Group L.L.C. | 3,959 | $529.8K | 0.39% | +227+6.1% | Added |
| Davidson Trust Co | 3,959 | $529.8K | 0.38% | −65−1.6% | Reduced |
| Intrua Financial, LLC | 3,944 | $527.8K | 0.09% | +1,050+36.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,933 | $526.3K | 0.10% | +1,225+45.2% | Added |
| First National Corp | 3,930 | $525.9K | 0.12% | −15−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 3,927 | $525.5K | 0.02% | −7−0.2% | Reduced |
| West Bancorporation Inc | 3,924 | $525.1K | 0.35% | −11−0.3% | Reduced |
| Virtu Financial LLC | 3,912 | $523.0K | 0.04% | +3,912 | New |
| Hemenway Trust Co LLC | 3,896 | $521.3K | 0.05% | +195+5.3% | Added |
| New Hampshire Trust | 3,881 | $519.3K | 0.13% | +20+0.5% | Added |
| Wallace Advisory Group, LLC | 3,961 | $519.2K | 0.40% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,863 | $516.9K | 0.29% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,861 | $516.6K | 0.03% | +5+0.1% | Added |
| Roth Financial Partners LLC | 3,852 | $515.4K | 0.32% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,850 | $515.2K | 0.77% | −66−1.7% | Reduced |
| MTM Investment Management, LLC | 3,848 | $514.9K | 0.25% | +8+0.2% | Added |
| Archer Investment Corp | 3,843 | $514.2K | 0.18% | −795−17.1% | Reduced |
| WMS Partners, LLC | 3,835 | $513.2K | 0.04% | +9+0.2% | Added |
| Planned Solutions, Inc. | 3,835 | $513.2K | 0.30% | −527−12.1% | Reduced |
| Wealth Quarterback LLC | 3,832 | $512.8K | 0.36% | +132+3.6% | Added |
| First International Bank & Trust | 3,832 | $512.8K | 0.16% | +45+1.2% | Added |
| Signature Wealth Management Partners, LLC | 3,806 | $509.3K | 0.47% | −408−9.7% | Reduced |
| Navellier & Associates Inc | 3,805 | $509.1K | 0.10% | +3,805 | New |
| Desjardins Global Asset Management Inc. | 3,804 | $508.9K | 0.06% | −278−6.8% | Reduced |
| 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 |
| Firestone Capital Management | 3,786 | $508.2K | 0.17% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 3,788 | $506.9K | 0.57% | +3,788 | New |
| Gradient Investments LLC | 3,786 | $506.6K | 0.01% | −190−4.8% | Reduced |