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 |
|---|---|---|---|---|---|
| von Borstel & Associates, Inc. | 2,497 | $702.0K | 0.14% | −17−0.7% | Reduced |
| Tiaa Trust, National Association | 2,497 | $702.2K | 0.04% | −2,322−48.2% | Reduced |
| Approach Retirement Advisors, LLC | 2,497 | $702.2K | 0.51% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,455 | $702.7K | 0.06% | −51−2.0% | Reduced |
| Sawyer & Company, Inc | 2,500 | $703.0K | 0.24% | −82−3.2% | Reduced |
| Root Financial Partners, LLC | 2,501 | $703.4K | 0.03% | −165−6.2% | Reduced |
| Hamilton Capital, LLC | 2,504 | $704.1K | 0.03% | +433+20.9% | Added |
| Schmidt P J Investment Management Inc | 2,508 | $705.3K | 0.11% | +50+2.0% | Added |
| PlanVest Financial, Inc | 2,511 | $706.1K | 0.47% | +6+0.2% | Added |
| Asset Advisory Group, Inc. | 2,512 | $706.5K | 0.31% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,513 | $706.8K | 0.31% | +592+30.8% | Added |
| Sovran Advisors, LLC | 3,111 | $707.8K | 0.05% | −3,979−56.1% | Reduced |
| Beacon Financial Group | 2,517 | $707.9K | 0.06% | −75−2.9% | Reduced |
| Beacon Financial Strategies CORP | 2,522 | $709.2K | 0.35% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,522 | $709.2K | 0.01% | +2,522 | New |
| Joule Financial, LLC | 2,524 | $710.0K | 0.19% | −43−1.7% | Reduced |
| Financial Advisors Network, Inc. | 2,527 | $710.7K | 0.09% | −1,068−29.7% | Reduced |
| Holistic Financial Partners | 2,532 | $712.0K | 0.44% | −770−23.3% | Reduced |
| Citizens & Northern Corp | 2,532 | $712.0K | 0.16% | −251−9.0% | Reduced |
| Arvest Investments, Inc. | 2,535 | $712.9K | 0.09% | −2,101−45.3% | Reduced |
| Entrust Financial LLC | 2,536 | $713.2K | 0.46% | −126−4.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,537 | $713.4K | 0.18% | +363+16.7% | Added |
| Highland Capital Management, LLC | 2,538 | $713.7K | 0.03% | +47+1.9% | Added |
| QTR Family Wealth, LLC | 2,541 | $714.5K | 0.25% | +770+43.5% | Added |
| Junk Investment Group, LLC | 2,542 | $714.8K | 0.32% | +13+0.5% | Added |
| Norris Perne & French LLP | 2,543 | $715.0K | 0.03% | +458+22.0% | Added |
| Global X Japan Co., Ltd. | 2,546 | $716.0K | 0.03% | +334+15.1% | Added |
| Weaver Consulting Group | 2,549 | $716.8K | 0.15% | +25+1.0% | Added |
| Tortoise Investment Management, LLC | 2,550 | $717.0K | 0.05% | −45−1.7% | Reduced |
| Certior Financial Group, LLC | 2,551 | $717.4K | 0.39% | −2−0.1% | Reduced |
| Fundamentun, LLC | 2,551 | $717.5K | 0.03% | +133+5.5% | Added |
| Pearl Planning LLC | 2,554 | $718.2K | 0.33% | −200−7.3% | Reduced |
| 4WEALTH Advisors, Inc. | 2,587 | $719.1K | 0.55% | −96−3.6% | Reduced |
| J.Safra Asset Management Corp | 2,558 | $719.3K | 0.03% | −477−15.7% | Reduced |
| CM Wealth Advisors LLC | 2,559 | $719.6K | 0.13% | +360+16.4% | Added |
| Onefund, LLC | 2,561 | $720.2K | 0.41% | −9−0.4% | Reduced |
| Versant Capital Management, Inc | 2,563 | $720.7K | 0.06% | −187−6.8% | Reduced |
| Fiera Capital Corp | 2,564 | $721.0K | 0.00% | +2+0.1% | Added |
| Northstar Financial Companies, Inc. | 2,566 | $721.5K | 0.49% | +249+10.7% | Added |
| Everpar Advisors LLC | 2,566 | $721.6K | 0.21% | +227+9.7% | Added |
| Beacon Capital Management, LLC | 2,567 | $721.8K | 0.11% | +110+4.5% | Added |
| Wrapmanager Inc | 2,569 | $722.4K | 0.23% | −133−4.9% | Reduced |
| Alta Wealth Advisors LLC | 2,570 | $722.8K | 0.20% | −101−3.8% | Reduced |
| Fenimore Asset Management Inc | 2,573 | $723.6K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,576 | $724.3K | 0.07% | +109+4.4% | Added |
| Evanson Financial, LLC | 2,579 | $725.3K | 0.04% | +2,579 | New |
| Cohen Investment Advisors LLC | 2,580 | $725.5K | 0.33% | −53−2.0% | Reduced |
| Sunbeam Capital Management, LLC | 2,582 | $726.2K | 0.33% | −40−1.5% | Reduced |
| D'Orazio & Associates, Inc. | 2,584 | $726.5K | 0.08% | +12+0.5% | Added |
| Rexford Capital Inc | 2,584 | $726.6K | 0.45% | +18+0.7% | Added |
| Quintet Private Bank (Europe) S.A. | 2,589 | $728.1K | 0.05% | +154+6.3% | Added |
| V. M. Manning & Co., Inc. | 2,598 | $730.7K | 0.63% | +2,598 | New |
| Boltwood Capital Management | 2,610 | $734.0K | 0.17% | +5+0.2% | Added |
| Voleon Capital Management LP | 2,613 | $734.8K | 0.01% | +533+25.6% | Added |
| TritonPoint Partners, LLC | 2,619 | $736.4K | 0.06% | +2,619 | New |
| Cape Investment Advisory, Inc. | 2,619 | $736.6K | 0.20% | +199+8.2% | Added |
| L.K. Benson & Company, P.C. | 2,620 | $736.8K | 0.22% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,620 | $736.8K | 0.11% | +65+2.5% | Added |
| Eldridge Investment Advisors, Inc. | 2,622 | $737.3K | 0.15% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 2,624 | $737.9K | 0.04% | −109−4.0% | Reduced |
| Lifestyle Asset Management, Inc. | 2,628 | $738.9K | 0.20% | +19+0.7% | Added |
| Smith Shellnut Wilson LLC | 2,628 | $739.0K | 0.28% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,631 | $739.9K | 0.13% | +190+7.8% | Added |
| VSM Wealth Advisory, LLC | 2,635 | $741.0K | 0.20% | −68−2.5% | Reduced |
| LifeSteps Financial, Inc. | 2,642 | $742.8K | 0.35% | +1,061+67.1% | Added |
| Doheny Asset Management | 2,645 | $744.0K | 0.43% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,648 | $744.5K | 0.14% | +10+0.4% | Added |
| Foster Group, Inc. | 2,650 | $745.2K | 0.02% | +57+2.2% | Added |
| Evermay Wealth Management LLC | 2,651 | $745.5K | 0.08% | +134+5.3% | Added |
| Asset One Wealth Management LLC | 3,539 | $747.5K | 0.08% | −134−3.6% | Reduced |
| Crusonia Wealth Advisors LLC | 2,659 | $747.8K | 0.12% | +89+3.5% | Added |
| Phoenix Wealth Advisors | 2,660 | $748.0K | 0.25% | +434+19.5% | Added |
| Wayfinding Financial, LLC | 2,663 | $748.0K | 0.28% | +19+0.7% | Added |
| Baron Financial Group, LLC | 2,661 | $748.2K | 0.36% | −2−0.1% | Reduced |
| Chesapeake Wealth Management | 2,661 | $748.3K | 0.21% | −215−7.5% | Reduced |
| Alesco Advisors LLC | 2,663 | $748.8K | 0.02% | +126+5.0% | Added |
| Chase Investment Counsel Corp | 2,668 | $750.0K | 0.16% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,668 | $750.3K | 0.14% | 00.0% | Unchanged |
| Bernicke Wealth Management, Ltd. | 2,672 | $751.4K | 0.09% | −37−1.4% | Reduced |
| SPG Advisors LLC | 2,676 | $752.5K | 13.56% | +2,676 | New |
| Wealthquest Corp | 2,677 | $752.9K | 0.05% | +193+7.8% | Added |
| Piscataqua Savings Bank | 2,680 | $753.6K | 0.51% | −252−8.6% | Reduced |
| Accredited Investors Inc. | 2,683 | $754.5K | 0.03% | −68−2.5% | Reduced |
| Adams Wealth Management | 2,689 | $756.2K | 0.14% | +387+16.8% | Added |
| LSV Asset Management | 2,700 | $759.0K | 0.00% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 2,700 | $759.3K | 0.00% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $759.3K | 0.60% | – | – |
| Vista Investment Partners II, LLC | 2,704 | $760.4K | 0.30% | −441−14.0% | Reduced |
| Summitry LLC | 2,706 | $761.0K | 0.03% | +135+5.3% | Added |
| Lewis Asset Management, LLC | 2,712 | $762.8K | 0.27% | +205+8.2% | Added |
| United Bank | 2,713 | $762.9K | 0.23% | −170−5.9% | Reduced |
| Central Bank & Trust Co | 2,724 | $766.0K | 0.11% | +66+2.5% | Added |
| FourThought Financial Partners, LLC | 2,724 | $766.0K | 0.06% | +241+9.7% | Added |
| Investment Advisory Group, LLC | 2,730 | $767.6K | 0.17% | −72−2.6% | Reduced |
| Cambient Family Office, LLC | 2,731 | $768.0K | 0.09% | −243−8.2% | Reduced |
| Glen Eagle Advisors, LLC | 2,736 | $769.3K | 0.10% | +7+0.3% | Added |
| Disciplined Investments, LLC | 2,741 | $770.8K | 0.25% | +74+2.8% | Added |
| CMC Financial Group | 2,742 | $771.1K | 1.49% | +347+14.5% | Added |
| Horizon Wealth Management, LLC | 2,742 | $771.2K | 0.10% | +12+0.4% | Added |
| Ridgewood Investments LLC | 2,754 | $774.5K | 0.29% | +1,750+174.3% | Added |