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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 3,303 | $442.0K | 0.00% | +29+0.9% | Added |
| Family Firm, Inc. | 3,288 | $440.0K | 0.12% | +7+0.2% | Added |
| Greenwood Gearhart Inc | 3,286 | $439.7K | 0.05% | −783−19.2% | Reduced |
| RMR Wealth Builders | 3,285 | $439.6K | 0.07% | +691+26.6% | Added |
| Formidable Asset Management, LLC | 3,276 | $438.0K | 0.10% | −10−0.3% | Reduced |
| Altshuler Shaham Ltd | 3,271 | $437.7K | 0.01% | −53−1.6% | Reduced |
| Private Wealth Partners, LLC | 3,268 | $437.3K | 0.04% | +100+3.2% | Added |
| Legacy Private Trust Co. | 3,267 | $437.2K | 0.04% | +137+4.4% | Added |
| Traphagen Investment Advisors LLC | 3,265 | $436.9K | 0.06% | −106−3.1% | Reduced |
| Investment Advisory Services Inc | 3,241 | $433.7K | 0.18% | +260+8.7% | Added |
| Ballast Advisors LLC | 3,238 | $433.3K | 0.16% | −77−2.3% | Reduced |
| BIP Wealth, LLC | 3,234 | $432.7K | 0.04% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 3,231 | $432.3K | 0.02% | +1,144+54.8% | Added |
| Mechanics Financial Corp | 3,225 | $431.5K | 0.23% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,216 | $430.0K | 0.04% | −11−0.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,208 | $429.3K | 0.21% | +1,616+101.5% | Added |
| Southern Capital Advisors, LLC | 3,205 | $428.9K | 0.33% | +10+0.3% | Added |
| Jmac Enterprises LLC | 3,200 | $428.2K | 0.11% | −342−9.7% | Reduced |
| Breakwater Capital Group | 3,191 | $427.0K | 0.16% | +3,191 | New |
| Coastal Capital Group, Inc. | 3,176 | $425.0K | 0.09% | +36+1.1% | Added |
| Schoolcraft Capital LLC | 3,156 | $422.3K | 0.12% | +3,156 | New |
| Aveo Capital Partners, LLC | 3,155 | $422.1K | 0.05% | +309+10.9% | Added |
| Biltmore Family Office, LLC | 3,147 | $421.1K | 0.09% | −54−1.7% | Reduced |
| Summit X, LLC | 3,141 | $420.5K | 0.10% | −458−12.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,133 | $419.2K | 0.04% | −44−1.4% | Reduced |
| Encompass Wealth Advisors, LLC | 3,129 | $418.7K | 0.14% | −28−0.9% | Reduced |
| CFM Wealth Partners LLC | 3,124 | $418.0K | 0.10% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 3,117 | $417.1K | 0.10% | −75−2.3% | Reduced |
| Blueprint Investment Partners LLC | 3,114 | $416.7K | 0.15% | +217+7.5% | Added |
| Morris Financial Concepts, Inc. | 3,111 | $416.3K | 0.27% | 00.0% | Unchanged |
| Doheny Asset Management | 3,103 | $415.0K | 0.36% | −50−1.6% | Reduced |
| Platform Technology Partners | 3,086 | $414.9K | 0.20% | +7+0.2% | Added |
| Accredited Investors Inc. | 3,094 | $414.1K | 0.03% | −154−4.7% | Reduced |
| MV Capital Management, Inc. | 3,092 | $413.8K | 0.05% | −572−15.6% | Reduced |
| Harbor Advisory Corp | 3,090 | $413.5K | 0.15% | +820+36.1% | Added |
| Sage Mountain Advisors LLC | 3,087 | $413.1K | 0.06% | +256+9.0% | Added |
| Kolinsky Wealth Management, LLC | 3,080 | $412.9K | 0.39% | −61−1.9% | Reduced |
| Guardian Investment Management | 3,075 | $411.5K | 0.35% | −6,925−69.3% | Reduced |
| First National Bank Sioux Falls | 3,073 | $411.2K | 0.26% | 00.0% | Unchanged |
| Reik & Co., LLC | 3,072 | $411.1K | 0.11% | 00.0% | Unchanged |
| Peoples Bank | 3,062 | $409.7K | 0.25% | +100+3.4% | Added |
| Michael S. Ryan, Inc. | 3,064 | $409.6K | 0.38% | +3,064 | New |
| Pictet & Cie (Europe) SA | 3,060 | $409.5K | 0.01% | −2,800−47.8% | Reduced |
| Clark Estates Inc | 3,055 | $408.8K | 0.07% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,052 | $408.4K | 0.12% | −12−0.4% | Reduced |
| Independent Investors Inc | 3,050 | $408.1K | 0.09% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 3,043 | $407.0K | 0.15% | +5+0.2% | Added |
| Carolinas Wealth Consulting LLC | 10,254 | $406.3K | 0.08% | +27+0.3% | Added |
| Planning Alternatives Ltd | 3,027 | $405.1K | 0.07% | −397−11.6% | Reduced |
| Callahan Advisors, LLC | 3,020 | $404.1K | 0.05% | −284−8.6% | Reduced |
| Cedrus LLC | 3,019 | $404.0K | 0.29% | +45+1.5% | Added |
| Lazari Capital Management, Inc. | 3,019 | $404.0K | 0.23% | +3,019 | New |
| Enterprise Financial Services Corp | 3,018 | $403.9K | 0.26% | −965−24.2% | Reduced |
| TCG Advisory Services, LLC | 3,015 | $403.5K | 0.07% | −92−3.0% | Reduced |
| Allred Capital Management, LLC | 3,008 | $402.5K | 0.20% | +13+0.4% | Added |
| 44 Wealth Management LLC | 3,002 | $401.6K | 0.14% | +35+1.2% | Added |
| Acorn Financial Advisory Services Inc | 2,998 | $401.2K | 0.07% | +1,086+56.8% | Added |
| Private Capital Management LLC | 2,998 | $401.2K | 0.11% | −1,142−27.6% | Reduced |
| DMG Group, LLC | 2,997 | $401.0K | 0.40% | +765+34.3% | Added |
| Parkside Financial Bank & Trust | 2,997 | $401.0K | 0.10% | +158+5.6% | Added |
| Freedom Wealth Alliance, LLC | 2,992 | $400.8K | 0.56% | +303+11.3% | Added |
| Libra Wealth LLC | 2,992 | $400.4K | 0.22% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,991 | $400.2K | 0.37% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,981 | $398.9K | 0.20% | −1,611−35.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,981 | $398.9K | 0.13% | +2,981 | New |
| Optimum Investment Advisors | 2,976 | $398.2K | 0.20% | +219+7.9% | Added |
| Wambolt & Associates, LLC | 2,973 | $397.9K | 0.14% | −42−1.4% | Reduced |
| Global Trust Asset Management, LLC | 2,961 | $396.2K | 0.18% | +10.0% | Added |
| First United Bank Trust | 2,958 | $395.8K | 0.18% | −199−6.3% | Reduced |
| Magnus Financial Group LLC | 2,956 | $395.5K | 0.06% | −6−0.2% | Reduced |
| Arbor Investment Advisors, LLC | 2,951 | $394.9K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,945 | $394.1K | 0.07% | −974−24.9% | Reduced |
| Humankind Investments LLC | 2,945 | $394.1K | 0.15% | +2,945 | New |
| Virtus Investment Advisers, Inc. | 2,940 | $393.4K | 0.27% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,939 | $393.3K | 0.12% | −26,384−90.0% | Reduced |
| Allstate Corp | 2,935 | $392.7K | 0.03% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,932 | $392.0K | 0.05% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,926 | $391.6K | 0.32% | −49−1.6% | Reduced |
| Lavaca Capital LLC | 2,924 | $391.3K | 0.12% | −27,937−90.5% | Reduced |
| MB, Levis & Associates, LLC | 2,915 | $390.1K | 0.25% | −997−25.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,915 | $390.1K | 0.13% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,909 | $389.3K | 0.28% | +25+0.9% | Added |
| Auxano Advisors, LLC | 2,968 | $389.1K | 0.16% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,900 | $388.1K | 0.35% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,900 | $388.0K | 0.20% | −709−19.6% | Reduced |
| Cooper/Haims Advisors, LLC | 2,895 | $387.4K | 0.30% | −65−2.2% | Reduced |
| Versor Investments LP | 2,893 | $387.1K | 0.07% | −12,807−81.6% | Reduced |
| JB Capital LLC | 2,890 | $386.8K | 0.03% | +12+0.4% | Added |
| Kennedy Investment Group | 2,880 | $385.4K | 0.23% | +180+6.7% | Added |
| American National Bank | 2,868 | $383.8K | 0.06% | −186−6.1% | Reduced |
| Strait & Sound Wealth Management LLC | 2,867 | $383.6K | 0.38% | +17+0.6% | Added |
| First Personal Financial Services | 2,863 | $383.1K | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,863 | $383.1K | 0.09% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,861 | $382.9K | 0.13% | +5+0.2% | Added |
| Blackston Financial Advisory Group, LLC | 2,858 | $382.0K | 0.28% | −269−8.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,854 | $381.8K | 0.04% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,848 | $381.1K | 0.14% | +13+0.5% | Added |
| 626 Financial, LLC | 2,843 | $380.4K | 0.24% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,839 | $379.9K | 0.22% | −91−3.1% | Reduced |
| Chesapeake Wealth Management | 2,834 | $379.2K | 0.15% | 00.0% | Unchanged |