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 2026
Institutional positions in International Business Machines Corp as of Jun 30, 2026. 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
- 3,644
- +202 vs. Q1 2026
- Shares held
- 616.1M
- +20.8M (+3.5%) vs. Q1 2026
- Total value
- $172.1B
- +$28.7B (+20.0%) vs. Q1 2026
- New holders
- 339
- 1,638 more added
- Sold out
- 137
- 1,245 more reduced
54 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wagner Wealth Management, Corp | 1,951 | $548.7K | 0.44% | +1,951 | New |
| Resurgent Financial Advisors LLC | 1,952 | $548.9K | 0.15% | +325+20.0% | Added |
| Westerkirk Capital Inc. | 1,953 | $549.2K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,955 | $549.7K | 0.05% | +422+27.5% | Added |
| Madison Wealth Partners, Inc | 1,956 | $550.0K | 0.07% | +866+79.4% | Added |
| Willis Investment Counsel | 1,958 | $550.7K | 0.03% | +23+1.2% | Added |
| MA Private Wealth | 1,960 | $551.2K | 0.08% | −17−0.9% | Reduced |
| Everest Financial Group LLC | 1,962 | $551.7K | 0.07% | −9−0.5% | Reduced |
| Counterweight Ventures, LLC | 1,966 | $552.9K | 0.28% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,970 | $554.0K | 0.05% | −1−0.1% | Reduced |
| Buckley Wealth Management, LLC | 1,970 | $554.0K | 0.14% | +1,970 | New |
| Arrowroot Family Office, LLC | 1,976 | $555.8K | 0.16% | −96−4.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,982 | $557.3K | 0.11% | −1,390−41.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,982 | $557.4K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,983 | $557.8K | 0.10% | +105+5.6% | Added |
| Fragasso Group Inc. | 1,985 | $558.1K | 0.03% | −57−2.8% | Reduced |
| McDaniel Terry & Co | 1,988 | $559.0K | 0.04% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 2,002 | $562.8K | 0.31% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 2,002 | $562.9K | 0.15% | −2,224−52.6% | Reduced |
| Worth Asset Management, LLC | 2,002 | $562.9K | 0.18% | +269+15.5% | Added |
| Peoples Bank | 2,002 | $563.0K | 0.29% | +10+0.5% | Added |
| Johnson Financial Group, LLC | 2,007 | $564.4K | 0.03% | +793+65.3% | Added |
| Beacon Investment Advisors LLC | 2,009 | $565.0K | 0.18% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,012 | $565.8K | 0.03% | +113+6.0% | Added |
| Capital Markets Trading UK LLP | 2,017 | $567.0K | 0.41% | −1,052−34.3% | Reduced |
| CKW Financial Group | 1,983 | $568.0K | 0.06% | +24+1.2% | Added |
| Loomis Sayles & Co L P | 2,020 | $568.0K | 0.00% | +1,263+166.8% | Added |
| GTS Securities LLC | 2,021 | $568.3K | 0.01% | −1,177−36.8% | Reduced |
| Sweeney & Michel, LLC | 2,396 | $568.4K | 0.15% | +15+0.6% | Added |
| Traynor Capital Management, Inc. | 2,022 | $568.7K | 0.03% | +143+7.6% | Added |
| Monticello Wealth Management, LLC | 2,027 | $570.0K | 0.03% | +877+76.3% | Added |
| 626 Financial, LLC | 2,028 | $570.3K | 0.22% | −25−1.2% | Reduced |
| Edgestream Partners, L.P. | 2,030 | $570.9K | 0.02% | +312+18.2% | Added |
| Union Savings Bank | 2,037 | $572.8K | 0.23% | −62−3.0% | Reduced |
| SwitchPoint Financial Planning, LLC | 2,037 | $572.8K | 0.33% | −9−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 2,037 | $572.8K | 0.03% | +23+1.1% | Added |
| Channel Wealth LLC | 2,038 | $573.1K | 0.13% | +44+2.2% | Added |
| Inlet Private Wealth, LLC | 2,040 | $573.6K | 0.14% | −2,500−55.1% | Reduced |
| Systematic Alpha Investments, LLC | 2,040 | $573.7K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,040 | $573.7K | 0.09% | −150−6.8% | Reduced |
| CFM Wealth Partners LLC | 2,041 | $574.0K | 0.07% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 2,044 | $574.8K | 0.44% | +3+0.1% | Added |
| Nadler Financial Group, Inc. | 2,044 | $574.8K | 0.05% | +19+0.9% | Added |
| Glass Wealth Management Co LLC | 2,050 | $576.5K | 0.19% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 2,051 | $576.8K | 0.08% | −149−6.8% | Reduced |
| Goldstein Advisors, LLC | 2,052 | $577.0K | 0.05% | +742+56.6% | Added |
| Chelsea Counsel Co | 2,057 | $578.4K | 0.24% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 2,060 | $579.3K | 0.19% | −875−29.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 2,060 | $579.5K | 0.45% | −168−7.5% | Reduced |
| FCG Investment Co | 2,063 | $580.1K | 0.20% | −277−11.8% | Reduced |
| Nautilus Advisors LLC | 2,019 | $580.5K | 0.34% | +291+16.8% | Added |
| Tower Wealth Partners, Inc. | 2,070 | $582.1K | 0.29% | −160−7.2% | Reduced |
| Friday Financial | 1,903 | $582.6K | 0.16% | +35+1.9% | Added |
| W Advisors, LLC | 2,073 | $583.1K | 0.27% | +109+5.5% | Added |
| Lazard Freres Gestion S.A.S. | 2,078 | $584.0K | 0.01% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,090 | $587.6K | 0.27% | −6−0.3% | Reduced |
| Centerline Wealth Advisors, LLC | 2,093 | $588.5K | 0.18% | +17+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 2,100 | $590.6K | 0.05% | −250−10.6% | Reduced |
| Financial Symmetry Inc | 2,105 | $592.0K | 0.20% | −51−2.4% | Reduced |
| Providence Financial Advisors, LLC | 2,113 | $594.2K | 0.34% | −2−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 2,117 | $595.4K | 0.04% | +110+5.5% | Added |
| Southland Equity Partners LLC | 2,118 | $595.7K | 0.10% | +19+0.9% | Added |
| Freestate Advisors LLC | 2,121 | $596.4K | 0.45% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,124 | $597.3K | 0.41% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 2,127 | $598.1K | 0.13% | −200−8.6% | Reduced |
| Apollon Financial, LLC | 2,131 | $599.2K | 0.07% | +139+7.0% | Added |
| Resolute Wealth Strategies, LLC | 2,134 | $600.2K | 0.23% | +126+6.3% | Added |
| Financial Management Professionals, Inc. | 2,138 | $601.2K | 0.06% | −169−7.3% | Reduced |
| Knott David M Jr | 2,142 | $602.4K | 0.32% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,143 | $602.7K | 0.07% | +2,143 | New |
| Boyar Asset Management Inc. | 2,145 | $603.3K | 0.35% | +504+30.7% | Added |
| Financial Consulate, Inc | 2,146 | $603.5K | 0.07% | +15+0.7% | Added |
| CNB Bank | 2,151 | $604.9K | 0.24% | +24+1.1% | Added |
| Ergawealth Advisors, Inc. | 2,155 | $606.0K | 0.24% | 00.0% | Unchanged |
| Arnhold LLC | 2,156 | $606.3K | 0.04% | 00.0% | Unchanged |
| Alpha Family Trust | 2,165 | $608.8K | 0.24% | 00.0% | Unchanged |
| Wernau Asset Management Inc. | 2,166 | $609.1K | 0.58% | −182−7.8% | Reduced |
| Lansing Street Advisors | 2,173 | $611.0K | 0.13% | +112+5.4% | Added |
| Quantum Financial Advisors, LLC | 2,174 | $611.2K | 0.06% | −247−10.2% | Reduced |
| Retirement Income Solutions, Inc | 2,524 | $611.8K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,179 | $612.7K | 0.12% | +10.0% | Added |
| Asset Advisors Investment Management, LLC | 2,179 | $612.8K | 0.06% | −304−12.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,179 | $612.9K | 0.03% | −59−2.6% | Reduced |
| J. Derek Lewis & Associates Inc. | 2,180 | $613.0K | 0.12% | +514+30.9% | Added |
| Legacy Financial Strategies, LLC | 2,181 | $613.4K | 0.10% | −1,002−31.5% | Reduced |
| Isthmus Partners, LLC | 2,183 | $613.9K | 0.06% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,184 | $614.2K | 0.35% | +19+0.9% | Added |
| One Day In July LLC | 2,184 | $614.2K | 0.04% | +374+20.7% | Added |
| Towercrest Capital Management | 2,187 | $614.9K | 0.09% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,190 | $615.9K | 0.03% | −429−16.4% | Reduced |
| May Hill Capital, LLC | 2,193 | $616.6K | 0.13% | +539+32.6% | Added |
| Veratis Advisors, Inc. | 2,194 | $616.9K | 0.44% | +2,194 | New |
| Central Pacific Bank - Trust Division | 2,194 | $617.0K | 0.06% | +11+0.5% | Added |
| PSI Advisors, LLC | 2,195 | $617.3K | 0.14% | +36+1.7% | Added |
| Whalerock Point Partners, LLC | 2,198 | $618.1K | 0.11% | −20−0.9% | Reduced |
| Accretive Wealth Partners, LLC | 2,199 | $618.5K | 0.15% | +200+10.0% | Added |
| Roth Financial Partners LLC | 2,200 | $618.7K | 0.18% | −1,000−31.3% | Reduced |
| US Asset Management LLC | 2,200 | $618.7K | 0.47% | +10+0.5% | Added |
| Waterfront Wealth Inc. | 2,158 | $620.4K | 0.10% | −5−0.2% | Reduced |
| Capstone Wealth Management Group, Inc. | 2,208 | $621.0K | 0.37% | +2,208 | New |