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
Q3 2026 data is still coming in: 12 institutions have reported holding IBM so far. See Q3 2026
- 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 | 3,708 | $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 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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 3,407 | $958.1K | 0.17% | +76+2.3% | Added |
| Investment Partners, Ltd. | 3,408 | $958.4K | 0.30% | −21−0.6% | Reduced |
| Financial Sense Advisors, Inc. | 3,408 | $958.5K | 0.19% | +14+0.4% | Added |
| Bontempo Ohly Capital Mgmt LLC | 3,413 | $959.8K | 0.41% | −325−8.7% | Reduced |
| Creekside Partners | 3,414 | $960.0K | 0.35% | +4+0.1% | Added |
| AA Financial Advisors, LLC | 3,422 | $962.4K | 0.12% | +673+24.5% | Added |
| Family Management Corp | 3,427 | $963.7K | 0.10% | +164+5.0% | Added |
| Embree Financial Group | 3,428 | $963.9K | 0.10% | +178+5.5% | Added |
| Rebalance, LLC | 3,435 | $966.0K | 0.05% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 3,437 | $966.5K | 0.23% | +838+32.2% | Added |
| Tannin Capital LLC | 3,443 | $968.2K | 0.64% | −2−0.1% | Reduced |
| Francis Financial, Inc. | 3,446 | $969.0K | 0.16% | +48+1.4% | Added |
| BSW Wealth Partners | 3,460 | $973.0K | 0.11% | −38−1.1% | Reduced |
| Capital Investment Counsel, Inc | 3,460 | $973.0K | 0.10% | −57−1.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,462 | $973.7K | 0.03% | −6,257−64.4% | Reduced |
| LMG Wealth Partners, LLC | 3,464 | $974.1K | 0.16% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,464 | $974.1K | 0.07% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 3,471 | $976.2K | 0.19% | −844−19.6% | Reduced |
| Secure Asset Management, LLC | 3,476 | $977.4K | 0.14% | −405−10.4% | Reduced |
| Berkshire Bank | 3,476 | $977.5K | 0.19% | +18+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 3,481 | $978.9K | 0.22% | +582+20.1% | Added |
| Ashton Thomas Securities, LLC | 3,528 | $979.5K | 0.14% | +257+7.9% | Added |
| Rakuten Securities, Inc. | 3,488 | $980.9K | 0.23% | +2,116+154.2% | Added |
| Alessandra Capital Management, LLC | 3,490 | $981.4K | 0.69% | −1,695−32.7% | Reduced |
| Torrey Growth & Income Advisors | 3,530 | $983.4K | 0.33% | −200−5.4% | Reduced |
| CWC Advisors, LLC. | 3,498 | $983.7K | 0.44% | +66+1.9% | Added |
| Institute for Wealth Management, LLC. | 3,500 | $984.2K | 0.09% | +36+1.0% | Added |
| Monetta Financial Services Inc | 3,500 | $984.2K | 0.66% | +3,500 | New |
| Wright Investors Service Inc | 3,503 | $985.1K | 0.27% | −1,975−36.1% | Reduced |
| Symphony Financial, Ltd. Co. | 3,539 | $986.4K | 0.11% | +1,087+44.3% | Added |
| Indiana Trust & Investment Management CO | 3,510 | $987.0K | 0.27% | 00.0% | Unchanged |
| South Dakota Investment Council | 3,514 | $988.0K | 0.02% | −100−2.8% | Reduced |
| Intergy Private Wealth, LLC | 3,514 | $988.2K | 0.23% | +50+1.4% | Added |
| Middleton & Co Inc | 3,522 | $990.4K | 0.11% | +1,745+98.2% | Added |
| Investment Advisory Services Inc | 3,529 | $992.4K | 0.29% | +26+0.7% | Added |
| Mitchell Sinkler & Starr | 3,530 | $992.7K | 0.41% | +15+0.4% | Added |
| Biltmore Family Office, LLC | 3,536 | $994.4K | 0.13% | −128−3.5% | Reduced |
| Thompson David Blair | 3,542 | $996.0K | 0.50% | +3,542 | New |
| Peoples Financial Services Corp. | 3,543 | $996.3K | 0.43% | −50−1.4% | Reduced |
| Basso Capital Management, L.P. | 3,551 | $998.6K | 0.25% | −335−8.6% | Reduced |
| IMA Wealth, Inc. | 3,566 | $1.00M | 0.06% | +801+29.0% | Added |
| Horizon Kinetics Asset Management LLC | 3,570 | $1.00M | 0.01% | −15−0.4% | Reduced |
| Abacus Planning Group, Inc. | 3,575 | $1.01M | 0.12% | +49+1.4% | Added |
| Alliance Wealth Advisors, LLC | 3,575 | $1.01M | 0.19% | −1,720−32.5% | Reduced |
| Univest Financial Corp | 3,575 | $1.01M | 0.05% | +1,016+39.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,576 | $1.01M | 0.31% | +4+0.1% | Added |
| Saxon Interests, Inc. | 3,579 | $1.01M | 0.28% | −419−10.5% | Reduced |
| Marietta Wealth Management, LLC | 3,579 | $1.01M | 0.10% | +127+3.7% | Added |
| Leelyn Smith, LLC | 3,581 | $1.01M | 0.12% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 3,583 | $1.01M | 0.11% | +170+5.0% | Added |
| Cullen Investment Group, Ltd. | 3,583 | $1.01M | 0.12% | −581−14.0% | Reduced |
| Boit C F David | 3,584 | $1.01M | 0.42% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 3,590 | $1.01M | 0.17% | +557+18.4% | Added |
| Planning Alternatives Ltd | 3,594 | $1.01M | 0.11% | +169+4.9% | Added |
| Alta Advisers Ltd | 3,595 | $1.01M | 0.23% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,609 | $1.01M | 0.07% | +13+0.4% | Added |
| Quadcap Wealth Management, LLC | 3,612 | $1.02M | 0.10% | +8+0.2% | Added |
| Valley National Advisers Inc | 3,613 | $1.02M | 0.11% | −3−0.1% | Reduced |
| Barrett & Company, Inc. | 3,613 | $1.02M | 0.28% | +1,044+40.6% | Added |
| Shum Financial Group, Inc. | 3,617 | $1.02M | 0.61% | +6+0.2% | Added |
| Callahan Advisors, LLC | 3,618 | $1.02M | 0.08% | −225−5.9% | Reduced |
| HTG Investment Advisors, Inc. | 3,623 | $1.02M | 0.26% | +1,843+103.5% | Added |
| MTM Investment Management, LLC | 3,641 | $1.02M | 0.29% | +3+0.1% | Added |
| Mairs & Power Inc | 3,647 | $1.03M | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 3,652 | $1.03M | 0.13% | +372+11.3% | Added |
| Chatham Capital Group, Inc. | 3,653 | $1.03M | 0.13% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,661 | $1.03M | 0.08% | 00.0% | Unchanged |
| Convergence Financial, LLC | 3,662 | $1.03M | 0.08% | +1,788+95.4% | Added |
| China Universal Asset Management Co., Ltd. | 3,666 | $1.03M | 0.06% | +1,004+37.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,678 | $1.03M | 0.12% | +3+0.1% | Added |
| New Hampshire Trust | 3,681 | $1.04M | 0.20% | +450+13.9% | Added |
| Burns J W & Co Inc | 3,683 | $1.04M | 0.11% | +135+3.8% | Added |
| Mountain Pacific Investment Advisers Inc | 3,696 | $1.04M | 0.16% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,698 | $1.04M | 0.15% | +836+29.2% | Added |
| Rinkey Investments | 3,703 | $1.04M | 0.25% | 00.0% | Unchanged |
| Syon Capital LLC | 3,706 | $1.04M | 0.05% | −1,377−27.1% | Reduced |
| Howard Capital Management Group, LLC | 3,716 | $1.04M | 0.06% | −50−1.3% | Reduced |
| Holistic Planning, LLC | 3,724 | $1.05M | 0.16% | +336+9.9% | Added |
| Greenfield Savings Bank | 3,727 | $1.05M | 0.40% | 00.0% | Unchanged |
| TrustBank | 3,729 | $1.05M | 0.36% | −40−1.1% | Reduced |
| High Net Worth Advisory Group LLC | 3,734 | $1.05M | 0.22% | −1,247−25.0% | Reduced |
| DF Dent & Co Inc | 3,742 | $1.05M | 0.02% | −15−0.4% | Reduced |
| Kennedy Investment Group | 3,742 | $1.05M | 0.36% | +157+4.4% | Added |
| Keynote Financial Services LLC | 3,748 | $1.05M | 0.49% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,750 | $1.05M | 0.17% | +270+7.8% | Added |
| Triad Wealth Partners, LLC | 4,666 | $1.06M | 0.06% | +933+25.0% | Added |
| Strategic Investment Solutions, Inc. | 3,762 | $1.06M | 0.24% | +270+7.7% | Added |
| Wealth Dimensions Group, Ltd. | 3,768 | $1.06M | 0.19% | −60−1.6% | Reduced |
| James Hambro & Partners | 3,770 | $1.06M | 0.04% | −31,916−89.4% | Reduced |
| Hexagon Capital Partners LLC | 3,779 | $1.06M | 0.15% | −186−4.7% | Reduced |
| Kendall Capital Management | 3,780 | $1.06M | 0.18% | +130+3.6% | Added |
| Laurel Oak Wealth Management, LLC | 3,783 | $1.06M | 0.15% | +96+2.6% | Added |
| Woodard & Co Asset Management Group Inc | 3,784 | $1.06M | 0.15% | +57+1.5% | Added |
| Johnson & White Wealth Management, LLC | 3,785 | $1.06M | 0.40% | −25−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,799 | $1.07M | 0.23% | −31−0.8% | Reduced |
| Delaney Capital Management Ltd. | 3,804 | $1.07M | 0.17% | +81+2.2% | Added |
| Planned Solutions, Inc. | 3,810 | $1.07M | 0.31% | +27+0.7% | Added |
| Sentinus, LLC | 3,823 | $1.07M | 0.09% | +1,419+59.0% | Added |
| IMZ Advisory Inc | 3,837 | $1.08M | 0.34% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 3,849 | $1.08M | 0.09% | +28+0.7% | Added |