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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 21,563 | $2.89M | 0.04% | −1,026−4.5% | Reduced |
| Socha Financial Group, LLC | 21,530 | $2.88M | 1.52% | +1,112+5.4% | Added |
| Econ Financial Services Corp | 21,523 | $2.88M | 2.03% | +137+0.6% | Added |
| Prospera Financial Services Inc | 21,491 | $2.88M | 0.11% | +313+1.5% | Added |
| Park Avenue Securities LLC | 21,440 | $2.87M | 0.05% | +376+1.8% | Added |
| Deseret Mutual Benefit Administrators | 21,358 | $2.86M | 1.11% | +763+3.7% | Added |
| Horizon Investments, LLC | 21,580 | $2.85M | 0.08% | +1,288+6.3% | Added |
| Gries Financial LLC | 21,315 | $2.85M | 0.79% | +114+0.5% | Added |
| Wade G W & Inc | 21,215 | $2.84M | 0.10% | +36+0.2% | Added |
| Parallel Advisors, LLC | 21,203 | $2.84M | 0.09% | −124−0.6% | Reduced |
| Herold Advisors, Inc. | 21,192 | $2.84M | 0.87% | +527+2.6% | Added |
| Jackson Hole Capital Partners, LLC | 21,188 | $2.84M | 0.78% | −555−2.6% | Reduced |
| Bramshill Investments, LLC | 21,161 | $2.83M | 0.26% | −222−1.0% | Reduced |
| Perkins Coie Trust Co | 21,148 | $2.83M | 0.80% | +350+1.7% | Added |
| Profund Advisors LLC | 21,144 | $2.83M | 0.15% | +4,442+26.6% | Added |
| Hall Laurie J Trustee | 20,933 | $2.80M | 1.11% | +2,565+14.0% | Added |
| Alberta Investment Management Corp | 20,900 | $2.80M | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 20,861 | $2.79M | 0.17% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 20,814 | $2.79M | 0.36% | +132+0.6% | Added |
| Strategic Advisors LLC | 20,777 | $2.78M | 0.53% | 00.0% | Unchanged |
| Westmount Partners, LLC | 20,760 | $2.78M | 1.21% | +944+4.8% | Added |
| Redwood Wealth Management Group, LLC | 20,741 | $2.78M | 3.08% | +339+1.7% | Added |
| Charter Research & Investment Group, Inc. | 20,607 | $2.76M | 2.29% | −159−0.8% | Reduced |
| Next Level Private LLC | 20,742 | $2.76M | 1.78% | +554+2.7% | Added |
| Great Lakes Advisors, LLC | 20,559 | $2.75M | 0.03% | −40,701−66.4% | Reduced |
| WBI Investments | 20,389 | $2.73M | 0.49% | −908−4.3% | Reduced |
| Ogorek Anthony Joseph | 20,361 | $2.72M | 1.04% | −1,139−5.3% | Reduced |
| Bryn Mawr Trust Co | 20,317 | $2.72M | 0.11% | −74−0.4% | Reduced |
| Carret Asset Management, LLC | 20,206 | $2.70M | 0.36% | −699−3.3% | Reduced |
| Pettee Investors, Inc. | 20,180 | $2.70M | 1.22% | +1,015+5.3% | Added |
| J. W. Coons Advisors, LLC | 20,168 | $2.70M | 0.74% | −430−2.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.69M | 2.19% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 20,102 | $2.69M | 0.05% | +7,874+64.4% | Added |
| Rathbone Brothers plc | 20,084 | $2.69M | 0.03% | −908−4.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 20,005 | $2.68M | 0.56% | −180−0.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 20,000 | $2.68M | 0.39% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 19,974 | $2.67M | 0.13% | +75+0.4% | Added |
| Richelieu Gestion PLC | 19,859 | $2.66M | 2.21% | −2,272−10.3% | Reduced |
| Dynamic Advisor Solutions LLC | 19,856 | $2.66M | 0.14% | −13,730−40.9% | Reduced |
| Sequoia Financial Advisors, LLC | 19,799 | $2.65M | 0.05% | +1,353+7.3% | Added |
| Quantbot Technologies LP | 19,781 | $2.65M | 0.17% | +3,129+18.8% | Added |
| Paragon Capital Management LLC | 19,768 | $2.65M | 1.52% | −109−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 19,702 | $2.64M | 1.13% | +40.0% | Added |
| Pine Valley Investments Ltd Liability Co | 19,454 | $2.60M | 0.25% | +13,409+221.8% | Added |
| Siemens Fonds Invest GmbH | 19,508 | $2.60M | 0.25% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 19,394 | $2.60M | 1.08% | +1,498+8.4% | Added |
| Smithfield Trust Co | 19,306 | $2.58M | 0.16% | −491−2.5% | Reduced |
| Atlas Wealth LLC | 18,977 | $2.57M | 0.47% | −25−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,195 | $2.57M | 0.06% | +1,150+6.4% | Added |
| RSM US Wealth Management LLC | 19,141 | $2.56M | 0.09% | −508−2.6% | Reduced |
| McDonald Partners LLC | 19,132 | $2.56M | 0.78% | +341+1.8% | Added |
| Veriti Management LLC | 18,967 | $2.54M | 0.28% | +2,144+12.7% | Added |
| NTV Asset Management LLC | 18,859 | $2.52M | 0.44% | −125−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 18,714 | $2.50M | 0.22% | −149−0.8% | Reduced |
| Staley Capital Advisers Inc | 18,697 | $2.50M | 0.13% | +2,000+12.0% | Added |
| CoreCap Advisors, LLC | 18,394 | $2.46M | 0.18% | +18,394 | New |
| N.E.W. Advisory Services LLC | 18,368 | $2.46M | 0.34% | −698−3.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,367 | $2.46M | 0.57% | +5,205+39.5% | Added |
| Moody National Bank Trust Division | 18,365 | $2.46M | 0.17% | +357+2.0% | Added |
| SeaBridge Investment Advisors LLC | 18,319 | $2.45M | 0.81% | −336−1.8% | Reduced |
| New England Research & Management, Inc. | 18,192 | $2.43M | 1.41% | +4,550+33.4% | Added |
| Greenleaf Trust | 18,170 | $2.43M | 0.03% | −1,448−7.4% | Reduced |
| Cacti Asset Management LLC | 18,150 | $2.43M | 0.22% | +1,550+9.3% | Added |
| DFPG Investments, LLC | 17,874 | $2.42M | 0.22% | +6,620+58.8% | Added |
| Ascent Group, LLC | 16,586 | $2.42M | 0.27% | −2,429−12.8% | Reduced |
| Affinity Investment Advisors, LLC | 18,049 | $2.42M | 1.40% | −1,778−9.0% | Reduced |
| Sterneck Capital Management, LLC | 17,976 | $2.41M | 1.47% | +76+0.4% | Added |
| J.W. Cole Advisors, Inc. | 17,956 | $2.40M | 0.17% | −371−2.0% | Reduced |
| EagleClaw Capital Managment, LLC | 17,922 | $2.40M | 0.55% | +400+2.3% | Added |
| Citadel Investment Advisory, Inc. | 17,921 | $2.40M | 1.55% | −285−1.6% | Reduced |
| Perigon Wealth Management, LLC | 17,832 | $2.39M | 0.09% | +1,099+6.6% | Added |
| Capital Analysts, LLC | 17,802 | $2.38M | 0.13% | +816+4.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,781 | $2.38M | 0.01% | +4,989+39.0% | Added |
| Green Alpha Advisors, LLC | 17,773 | $2.38M | 1.56% | +581+3.4% | Added |
| 180 Wealth Advisors, LLC | 17,782 | $2.38M | 0.52% | −561−3.1% | Reduced |
| Wetherby Asset Management Inc | 17,757 | $2.38M | 0.13% | +940+5.6% | Added |
| Core Alternative Capital | 17,756 | $2.38M | 0.35% | +40.0% | Added |
| Exeter Financial, LLC | 17,618 | $2.37M | 1.22% | +76+0.4% | Added |
| International Assets Investment Management, LLC | 17,693 | $2.37M | 0.32% | +725+4.3% | Added |
| Stolper Co | 17,648 | $2.36M | 0.99% | +65+0.4% | Added |
| AMG National Trust Bank | 17,568 | $2.35M | 0.08% | +264+1.5% | Added |
| Brooks, Moore & Associates, Inc. | 17,504 | $2.34M | 1.65% | +1,039+6.3% | Added |
| Sound View Wealth Advisors Group, LLC | 17,491 | $2.34M | 0.31% | +920+5.6% | Added |
| Tokio Marine Asset Management Co Ltd | 17,478 | $2.34M | 0.15% | +701+4.2% | Added |
| Bangor Savings Bank | 17,343 | $2.32M | 0.26% | +630+3.8% | Added |
| Machina Capital S.A.S. | 17,320 | $2.32M | 1.31% | +13,140+314.4% | Added |
| Balentine LLC | 17,246 | $2.31M | 0.08% | +3,331+23.9% | Added |
| Lifeworks Advisors, LLC | 17,227 | $2.31M | 0.98% | +2,901+20.2% | Added |
| TD Private Client Wealth LLC | 17,217 | $2.30M | 0.10% | +7,057+69.5% | Added |
| Leelyn Smith, LLC | 17,198 | $2.30M | 0.56% | −703−3.9% | Reduced |
| ZWJ Investment Counsel Inc | 17,176 | $2.30M | 0.12% | −572−3.2% | Reduced |
| Plimoth Trust Co LLC | 17,153 | $2.30M | 0.69% | −445−2.5% | Reduced |
| Round Hill Asset Management | 17,146 | $2.29M | 1.42% | −25−0.1% | Reduced |
| Edmp, Inc. | 17,083 | $2.29M | 2.18% | +38+0.2% | Added |
| Exencial Wealth Advisors, LLC | 17,059 | $2.28M | 0.10% | −2,188−11.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 17,049 | $2.28M | 0.55% | −474−2.7% | Reduced |
| Fayez Sarofim & Co | 17,002 | $2.28M | 0.01% | −10.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,960 | $2.27M | 0.66% | 00.0% | Unchanged |
| S&CO Inc | 16,888 | $2.26M | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 16,776 | $2.24M | 0.08% | −538−3.1% | Reduced |