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 |
|---|---|---|---|---|---|
| Addenda Capital Inc. | 41,680 | $5.58M | 0.23% | −170.0% | Reduced |
| Walleye Capital LLC | 41,671 | $5.58M | 0.10% | +41,671 | New |
| Meritage Portfolio Management | 41,593 | $5.57M | 0.39% | +34,544+490.1% | Added |
| Evercore Wealth Management, LLC | 41,446 | $5.55M | 0.10% | +17,175+70.8% | Added |
| Toth Financial Advisory Corp | 41,387 | $5.54M | 0.80% | −783−1.9% | Reduced |
| Van Den Berg Management I, Inc | 41,154 | $5.51M | 1.98% | +2,894+7.6% | Added |
| Carnegie Capital Asset Management, LLC | 40,752 | $5.45M | 0.20% | +3,523+9.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 40,714 | $5.45M | 3.66% | +1,040+2.6% | Added |
| Apollon Wealth Management, LLC | 40,100 | $5.37M | 0.26% | +7,853+24.4% | Added |
| Pathstone Family Office, LLC | 40,573 | $5.36M | 0.08% | +531+1.3% | Added |
| Principal Street Partners, LLC | 39,887 | $5.34M | 1.27% | −1,352−3.3% | Reduced |
| Financial & Tax Architects, LLC | 39,835 | $5.33M | 1.65% | +1,682+4.4% | Added |
| Cardinal Capital Management | 39,798 | $5.33M | 1.07% | +569+1.5% | Added |
| Goelzer Investment Management, Inc. | 39,736 | $5.32M | 0.45% | +404+1.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 39,689 | $5.31M | 0.33% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 39,571 | $5.29M | 0.26% | −868−2.1% | Reduced |
| Hartline Investment Corp | 39,417 | $5.27M | 0.90% | +5,929+17.7% | Added |
| Viking Fund Management LLC | 39,200 | $5.25M | 0.99% | +4,200+12.0% | Added |
| JustInvest LLC | 38,893 | $5.20M | 0.16% | +6,661+20.7% | Added |
| Winslow Asset Management Inc | 38,888 | $5.20M | 1.12% | −2,418−5.9% | Reduced |
| Integrated Advisors Network LLC | 38,845 | $5.20M | 0.30% | +29,955+337.0% | Added |
| Mayflower Financial Advisors, LLC | 38,837 | $5.20M | 0.67% | −171−0.4% | Reduced |
| Jennison Associates LLC | 38,825 | $5.20M | 0.00% | −89,628−69.8% | Reduced |
| CX Institutional | 38,617 | $5.17M | 0.27% | −5,043−11.6% | Reduced |
| Sawtooth Solutions, LLC | 38,586 | $5.16M | 0.14% | −2,717−6.6% | Reduced |
| Shelter Mutual Insurance Co | 38,491 | $5.15M | 1.25% | 00.0% | Unchanged |
| L & S Advisors Inc | 38,456 | $5.15M | 0.69% | +38,456 | New |
| Pearl River Capital, LLC | 38,182 | $5.11M | 0.82% | +28,550+296.4% | Added |
| Americana Partners, LLC | 38,137 | $5.10M | 0.66% | +237+0.6% | Added |
| Romano Brothers and Company | 37,938 | $5.08M | 0.76% | −1,214−3.1% | Reduced |
| Coldstream Capital Management Inc | 37,906 | $5.07M | 0.16% | −748−1.9% | Reduced |
| Portland Global Advisors LLC | 37,781 | $5.05M | 0.83% | +1,277+3.5% | Added |
| Brown Brothers Harriman & Co | 37,755 | $5.05M | 0.04% | −1,234−3.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 37,699 | $5.04M | 1.66% | +1,185+3.2% | Added |
| Veritable, L.P. | 37,558 | $5.03M | 0.08% | −14,608−28.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 36,946 | $4.94M | 1.74% | −482−1.3% | Reduced |
| Segall Bryant & Hamill, LLC | 36,678 | $4.91M | 0.05% | +229+0.6% | Added |
| Royal Fund Management, LLC | 36,622 | $4.90M | 0.69% | +286+0.8% | Added |
| Berger Financial Group, Inc | 36,454 | $4.88M | 0.55% | −530−1.4% | Reduced |
| Benson Investment Management Company, Inc. | 35,658 | $4.77M | 2.65% | −112−0.3% | Reduced |
| Lincoln National Corp | 35,531 | $4.75M | 0.09% | −863−2.4% | Reduced |
| Fulton Bank, N.A. | 35,427 | $4.74M | 0.23% | −184−0.5% | Reduced |
| New England Asset Management Inc | 35,375 | $4.73M | 0.69% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 35,207 | $4.71M | 0.59% | −4,792−12.0% | Reduced |
| Dodge & Cox | 35,185 | $4.71M | 0.00% | −175−0.5% | Reduced |
| KWMG, LLC | 35,106 | $4.70M | 0.58% | +2,055+6.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 34,883 | $4.67M | 0.18% | +363+1.1% | Added |
| Cannell Peter B & Co Inc | 34,793 | $4.66M | 0.15% | 00.0% | Unchanged |
| NBT Bank N A | 34,706 | $4.64M | 0.66% | +806+2.4% | Added |
| 1st Source Bank | 34,574 | $4.63M | 0.30% | −1,099−3.1% | Reduced |
| Sowell Financial Services LLC | 34,377 | $4.60M | 0.26% | +7,800+29.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 34,261 | $4.58M | 1.51% | −2,343−6.4% | Reduced |
| Rodgers Brothers Inc. | 34,249 | $4.58M | 0.81% | +62+0.2% | Added |
| American Trust Investment Advisors, LLC | 34,226 | $4.58M | 2.56% | +400+1.2% | Added |
| Barry Investment Advisors, LLC | 34,206 | $4.58M | 1.55% | −1,829−5.1% | Reduced |
| Liontrust Investment Partners LLP | 34,148 | $4.57M | 0.07% | −50,135−59.5% | Reduced |
| Chartwell Investment Partners, LLC | 34,132 | $4.57M | 0.17% | −33−0.1% | Reduced |
| Mendel Money Management | 33,932 | $4.54M | 2.33% | +555+1.7% | Added |
| Bartlett & Co. LLC | 33,874 | $4.53M | 0.08% | −111−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 33,874 | $4.53M | 0.08% | −111−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 33,856 | $4.53M | 0.17% | +13,568+66.9% | Added |
| Trust Co of Vermont | 33,851 | $4.53M | 0.30% | −112−0.3% | Reduced |
| Garland Capital Management Inc | 33,743 | $4.52M | 3.04% | +1,462+4.5% | Added |
| Cohen Klingenstein LLC | 33,715 | $4.51M | 0.20% | 00.0% | Unchanged |
| Foster & Motley Inc | 33,574 | $4.49M | 0.35% | +1,436+4.5% | Added |
| Gabelli Funds LLC | 33,290 | $4.45M | 0.03% | +1,040+3.2% | Added |
| Johnson Investment Counsel Inc | 33,220 | $4.45M | 0.06% | +5,536+20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 32,596 | $4.36M | 0.33% | +425+1.3% | Added |
| Albion Financial Group | 32,598 | $4.36M | 0.38% | −2,417−6.9% | Reduced |
| Birmingham Capital Management Co Inc | 32,596 | $4.36M | 1.83% | −3,335−9.3% | Reduced |
| Clearbridge Investments, LLC | 32,515 | $4.35M | 0.00% | +3,178+10.8% | Added |
| Community Bank & Trust, Waco, Texas | 32,425 | $4.34M | 1.30% | +209+0.6% | Added |
| Eisler Capital (UK) Ltd. | 32,416 | $4.34M | 0.47% | −91,151−73.8% | Reduced |
| Sigma Planning Corp | 32,354 | $4.33M | 0.16% | −9,711−23.1% | Reduced |
| King Luther Capital Management Corp | 32,104 | $4.30M | 0.02% | −1,091−3.3% | Reduced |
| Canandaigua National Bank & Trust Co | 31,997 | $4.28M | 0.69% | −266−0.8% | Reduced |
| SFE Investment Counsel | 31,869 | $4.26M | 1.21% | +3,630+12.9% | Added |
| Panagora Asset Management Inc | 31,715 | $4.24M | 0.02% | +3,198+11.2% | Added |
| Tectonic Advisors LLC | 31,622 | $4.23M | 0.52% | +3,922+14.2% | Added |
| Ar Asset Management Inc | 31,452 | $4.21M | 1.13% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 31,377 | $4.20M | 0.38% | −1,052−3.2% | Reduced |
| RBA Wealth Management, LLC | 31,374 | $4.20M | 1.96% | +618+2.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 31,332 | $4.19M | 0.14% | −590−1.8% | Reduced |
| Shilanski & Associates, Inc. | 31,201 | $4.17M | 1.69% | +652+2.1% | Added |
| Bard Financial Services, Inc. | 30,890 | $4.13M | 0.32% | −1,000−3.1% | Reduced |
| Vectors Research Management, LLC | 30,535 | $4.09M | 1.16% | −2,273−6.9% | Reduced |
| Strategic Wealth Designers | 30,178 | $4.04M | 0.64% | +6,417+27.0% | Added |
| Resources Management Corp | 30,086 | $4.03M | 0.63% | +19,040+172.4% | Added |
| Advent Capital Management | 30,000 | $4.01M | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 29,947 | $4.01M | 0.10% | +185+0.6% | Added |
| MEMBERS Trust Co | 29,860 | $4.00M | 0.12% | +1,783+6.4% | Added |
| Tufton Capital Management | 29,659 | $3.97M | 0.86% | −6,200−17.3% | Reduced |
| Bonness Enterprises Inc | 29,564 | $3.96M | 1.78% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 29,473 | $3.94M | 0.13% | −494−1.6% | Reduced |
| Prio Wealth Limited Partnership | 29,451 | $3.94M | 0.14% | −397−1.3% | Reduced |
| MSH Capital Advisors LLC | 29,451 | $3.94M | 1.44% | +27,127+1,167.3% | Added |
| Bleakley Financial Group, LLC | 29,207 | $3.91M | 0.12% | +1,108+3.9% | Added |
| AXS Investments LLC | 29,097 | $3.89M | 1.04% | −801−2.7% | Reduced |
| Investment Management Corp of Ontario | 29,012 | $3.88M | 0.17% | +29,012 | New |
| Agf Management Ltd | 28,968 | $3.88M | 0.03% | −789−2.7% | Reduced |